On July 30, 2026, Nikkei Asia unveiled an exclusive investigative report, revealing that SpaceX has initiated a supply chain audit policy, dubbed 'NCNT', with the overarching goal of thoroughly purging Chinese elements from its supply chain, encompassing personnel, equipment, and components alike. In the wake of this revelation, the commercial aerospace sector within the A-share market witnessed a substantial downturn. Notably, Sunway Communication experienced a staggering 48.7% decline in July alone, while Western Materials saw a 36.6% decrease. Both entities have retreated more than 55% from their year-to-date peaks. Amidst this turmoil, some readers took to the Xingdong Wuji platform to voice their skepticism, labeling SpaceX's move to exclude Chinese suppliers as 'fake news' and asserting that Musk himself had already refuted such claims. The question then arises: Did Musk indeed debunk these allegations?