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This morning, the A-share optical chip concept sector fluctuated and weakened, and many individual stocks fell sharply. As of press release, Changguang Huaxin and Yuanjie Technology both hit a 20% drop, Shijia Photonics fell more than 15%, Yongding Co., Ltd. fell more than 6%, and Dongshan Precision fell to a halt. According to the news, rumors related to the price reduction of optical chips were previously circulating in the market, saying that the current price of optical chips is already under pressure, and that there is pressure to reduce the price of the 1.6T supporting optical chip. The reporter called Changguang Huaxin, Shijia Photonics, and Yongding Co., Ltd. separately to verify. Changguang Huaxin said that the company has not received any news about the price reduction of optical chips; the company has not made any relevant speculations about the reason for the sharp drop in stock prices. Yongding Co., Ltd. also stated that it was unaware of the relevant situation and did not speculate on the reason for the stock price change. Shijia Optoelectronics said that the company has not received any news about the price reduction of optical chips, but believes that this round of sector adjustments may stem from a research report on US Federal Communications Commission policy released by Morgan Stanley on October 1.

Zhitongcaijing·10/08/2026 04:25:03
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This morning, the A-share optical chip concept sector fluctuated and weakened, and many individual stocks fell sharply. As of press release, Changguang Huaxin and Yuanjie Technology both hit a 20% drop, Shijia Photonics fell more than 15%, Yongding Co., Ltd. fell more than 6%, and Dongshan Precision fell to a halt. According to the news, rumors related to the price reduction of optical chips were previously circulating in the market, saying that the current price of optical chips is already under pressure, and that there is pressure to reduce the price of the 1.6T supporting optical chip. The reporter called Changguang Huaxin, Shijia Photonics, and Yongding Co., Ltd. separately to verify. Changguang Huaxin said that the company has not received any news about the price reduction of optical chips; the company has not made any relevant speculations about the reason for the sharp drop in stock prices. Yongding Co., Ltd. also stated that it was unaware of the relevant situation and did not speculate on the reason for the stock price change. Shijia Optoelectronics said that the company has not received any news about the price reduction of optical chips, but believes that this round of sector adjustments may stem from a research report on US Federal Communications Commission policy released by Morgan Stanley on October 1.