云南锗业：积极拓展磷化铟市场，下游光通信景气度提升带动需求

Core Viewpoint - Yunnan Zhenye (002428) reported stable domestic indium phosphide prices, benefiting from the continuous improvement in the downstream optical communication market, leading to increased demand for indium phosphide chips [1] Group 1: Company Developments - The company's subsidiary, Yunnan Xinyao Semiconductor Materials Co., Ltd., has achieved mass supply, primarily serving manufacturers with epitaxial production capabilities [1] - The company aims to ensure existing supply while increasing efforts in developing both domestic and international markets [1] Group 2: Industry Insights - The optical communication market is experiencing a favorable trend, contributing to the rising demand for indium phosphide [1]