中际旭创(300308) - 中际旭创投资者关系管理信息

Group 1: Company Overview and Market Demand - The demand for 800G and 400G optical modules remains strong, primarily driven by AI data center needs [3] - Key customers have recently increased orders or expedited shipments, indicating robust downstream demand [3] - The company plans to deliver 1.6T optical modules for testing as scheduled, with deliveries expected to start in Q4 and ramp up next year [3] Group 2: Investor Q&A Insights - Investors expressed concerns about the long-term capital expenditure and demand from cloud service providers; however, customers show confidence in ongoing investments in optical modules [3] - The company noted that there is no change in customer demand guidance for 1.6T modules, which are expected to see increased volume from 2025 to 2026 [3] - The industry is facing tight supply of key materials due to rapid demand growth, and the company is proactively planning and stocking to ensure production [4] Group 3: Order and Supply Chain Management - Orders for the second half of the year have been received, with discussions already in place for next year's supply [4] - The increase in orders is primarily driven by customer demand rather than order transfers [4] - There is a clear demand for 400G and 800G modules, with no indications of changes in customer demand guidance [4]