On July 5, Zhongji Innolight (300308) issued a clarification on an interactive platform, refuting the market rumor that claimed "the company's upstream material, glare sheet, is facing a blockage." The company emphasized that its procurement channels for key materials are operating smoothly, with robust support from suppliers, and there has been no instance of blockage. While it's true that the production of optical modules encompasses assembly processes, this does not equate to the entire industry being merely an assembly sector. High-end optical modules incorporate cutting-edge core technologies, such as silicon photonics and coherent technology. These modules must undergo rigorous long-term reliability testing and stringent qualification certifications from major clients. Consequently, the system design, integration optimization, and manufacturing processes involved in optical modules represent core technologies, rather than being simple assembly tasks.