On October 8, the A-share optical communication sector saw a retreat. Dongshan Precision addressed institutional research inquiries by clarifying that the assertion of its material sourcing being 65% reliant on the United States was merely an unverified market rumor. The company emphasized its proactive strategy, which includes establishing production capacity across multiple regions and diversifying its supply chain. As AI large model clusters grow in scale, the limitations of traditional bandwidth and power consumption have become more pronounced. The optical interconnection industry is now evolving along multiple parallel paths, such as pluggable, NPO, and CPO technologies, with commercialization accelerating rapidly. A Securities Times reporter discovered that, propelled by these new optical interconnection technologies, optical communication companies are vigorously venturing into the upstream sectors of the industrial chain. This move aims to meet the demands of technological upgrades, bolster supply chain autonomy and controllability, and capitalize on emerging market opportunities.