Group 1 - The company, Dongfang Electric Heating, is a leading domestic enterprise in the production of composite steel (aluminum) plastic materials primarily used for optical cables and electrical cables [1] - The company produces composite steel (aluminum) plastic strips, which are essential components in the telecommunications industry [1] - The company responded to investor inquiries on November 19, indicating its strong position in the market for composite materials [1]

Group 1 - The company, Oriental Electric (300217.SZ), is a leading domestic producer of steel-aluminum composite materials primarily used in optical cables and wires [2] - The company has responded to investor inquiries regarding its market share and profit contribution in the context of breaking international monopolies in the fiber optic sector [2]

Core Viewpoint - The company, Dongfang Electric Heating, has reported a decline in domestic demand for communication optical cables, which has also affected the demand for its steel (aluminum) plastic composite materials. However, there is an increase in overseas demand for these materials due to rising international needs for communication optical cables [1] Company Summary - Dongfang Electric Heating's optical communication materials business primarily produces steel (aluminum) plastic composite materials, which are mainly used for optical cables and composite steel (aluminum) plastic belts [1] - The company has observed a decrease in domestic demand for communication optical cables in recent years, leading to a corresponding decline in the demand for its composite materials [1] - Conversely, there has been an increase in overseas demand for the company's steel (aluminum) plastic composite materials, driven by rising international requirements for communication optical cables [1]