Huamai Tech Cautions Investors on Data Center Revenue Share and Fiber Price Rally Durability

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Nanjing Huamai Technology Co.,Ltd. (603042.SH) has issued a risk warning notice regarding its stock trading, highlighting that its revenue contribution from data centers and computing power-related sectors remains limited.

The company stated that following a self-inspection, optical fiber concepts have attracted significant market attention since the beginning of 2026. Additionally, the recent rollout of the "15th Five-Year Plan" for the information and communication industry has heightened interest in the telecommunications sector.

Nanjing Huamai Technology Co.,Ltd. (603042.SH) primarily operates in wireless communication networks and traditional optical communication products. Its current business focus is on operator networks and communication infrastructure construction, with a relatively small revenue share derived from data center and computing power-related fields.

Meanwhile, although optical cable product prices have recently increased, the company noted that this price rally is influenced by multiple factors including industry supply and demand, raw material costs, and market competition. Consequently, the price increase is not sustainable, and there is a risk of subsequent price declines, which could have an uncertain impact on the company's future performance.

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