Higashiyama Precision issued an announcement on the Investor Relations Activity Record Form. Some investors asked: What impact do market rumors about restrictions on optical chip procurement affect the company? Higashiyama Seimitsu said that the statement on the market relating to the 65% ratio of materials originating in the US is an unofficial market rumor and is not an official policy requirement issued by the regulatory authorities. Some of the optical chips used in the company's optical module business are self-developed and self-produced, accounting for no more than 10% of the overall BOM cost of optical modules. The vast majority of material procurement can better meet the requirements of the country of origin ratio. There is sufficient overall compliance space. In the future, it is also possible to further meet relevant requirements through supply chain optimization. At the same time, the company will not rule out laying out production capacity in the US in the future. Some investors asked: What impact will the relevant US restrictive laws have on the company's business? Higashiyama Seimitsu said that up to now, the company has not received specific inquiries from customers regarding relevant restrictions. Demand from downstream customers is stable, delivery is progressing in an orderly manner, and rumors about related policies have not yet had an impact on the company's current business performance. The company continues to pay attention to overseas policy developments and has laid out multi-regional production capacity and diversified supply chain plans in advance. If relevant policies are officially implemented in the future, the company can flexibly adjust production and operation arrangements, and the overall impact is manageable.

Zhitongcaijing · 2d ago
Higashiyama Precision issued an announcement on the Investor Relations Activity Record Form. Some investors asked: What impact do market rumors about restrictions on optical chip procurement affect the company? Higashiyama Seimitsu said that the statement on the market relating to the 65% ratio of materials originating in the US is an unofficial market rumor and is not an official policy requirement issued by the regulatory authorities. Some of the optical chips used in the company's optical module business are self-developed and self-produced, accounting for no more than 10% of the overall BOM cost of optical modules. The vast majority of material procurement can better meet the requirements of the country of origin ratio. There is sufficient overall compliance space. In the future, it is also possible to further meet relevant requirements through supply chain optimization. At the same time, the company will not rule out laying out production capacity in the US in the future. Some investors asked: What impact will the relevant US restrictive laws have on the company's business? Higashiyama Seimitsu said that up to now, the company has not received specific inquiries from customers regarding relevant restrictions. Demand from downstream customers is stable, delivery is progressing in an orderly manner, and rumors about related policies have not yet had an impact on the company's current business performance. The company continues to pay attention to overseas policy developments and has laid out multi-regional production capacity and diversified supply chain plans in advance. If relevant policies are officially implemented in the future, the company can flexibly adjust production and operation arrangements, and the overall impact is manageable.