Do Recent Overseas Import/Export Policy Restrictions Affect the Company? Tianfu Communication Responds

36Kr learned that in response to the question regarding whether recent overseas import/export policy rumors would impact the company, Tianfu Communication stated during an online communication session that its main business involves the R&D, production, and sales of various passive and active optical components. The recently issued policies do not constrain optical component products and thus have no impact on the company's operations. Furthermore, the company's revenue from the US market accounts for a relatively small proportion; in 2025, its North American region revenue accounted for approximately 1.28% of total operating income. Based on current operational conditions, orders in hand and customer demand remain robust. The company will proceed with global expansion in an orderly manner according to market demand and the pace of customer project advancement. The company maintains a long-term positive outlook on the development prospects of optical interconnect industries, particularly holding optimistic expectations for continued growth opportunities in directions such as CPO and NPO.