On October 8, the A-share optical chip concept sector saw a weak performance, with several related stocks experiencing significant declines. Notably, Changguang Huaxin and Yuanjie Technology plummeted to their limit-down levels, each dropping by 20%. Dongshan Precision also hit the limit-down, with a 10% decline, while Shijia Photonics fell by over 17%. Recently, overseas news regarding restrictions on optical chips has garnered market attention. Multiple industry insiders have highlighted the considerable uncertainty surrounding the implementation of these restrictions, suggesting that the anticipated impact is likely to be relatively limited.

According to a Morgan Stanley report released on October 1, the information was sourced from discussions between the strategy team and the Washington legal team. The report predominantly employs speculative language, using terms such as "potential," "possible," and "may." It lacks the official rule text from the FCC, records of proposal discussions, and official release information, effectively making it a case of policy speculation.

In response to the significant drop in its stock price, Yuanjie Technology stated that the recent stock price fluctuations among optical chip companies have been influenced by Morgan Stanley's report, and the overall industry decline is not an isolated incident. The company refrained from commenting further on the matter, emphasizing that its current production, operations, and various business activities are all proceeding normally.