Dongshan Precision: Policy-Related Rumors Haven't Affected Current Operations; Multi-Regional Production and Diversified Supply Chains Are Already in Place
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Author:小编   

On October 8, Dongshan Precision released a report detailing its investor relations activities. When asked by investors about the potential impact of rumors surrounding restrictions on optical chip procurement, Dongshan Precision clarified that the claim regarding a 65% reliance on U.S.-sourced materials is merely an unverified market rumor, not an official policy from regulatory bodies. In its optical module business, the company develops and produces its own optical chip components, which constitute less than 10% of the total BOM cost. Procurement of other materials fully complies with origin proportion requirements, offering ample flexibility for compliance. In the future, further requirements can be met through supply chain optimization, and the company does not rule out the possibility of setting up production capacity in the U.S. down the line.

Regarding investors' concerns about the impact of U.S. restriction-related bills on the company's operations, Dongshan Precision stated that, to date, it has not received any specific inquiries from customers concerning these restriction bills. Demand from downstream customers remains steady, and deliveries are being fulfilled in an orderly fashion. Policy-related rumors have not yet had an impact on the company's current operational performance. The company is closely monitoring overseas policy developments and has proactively arranged multi-regional production capacity and diversified supply chain solutions. Should relevant policies be formally enacted in the future, the company is well-positioned to flexibly adjust its production and operational plans, ensuring that the overall impact remains manageable.