CFMEE's stock soared 6.45% during the regular trading session on Wednesday, marking a sharp reversal from an earlier decline.

The surge was driven by reports that the United States is planning to ban imports of new-model Chinese optical modules. The market expects this policy to accelerate the domestic substitution process across the optical communication supply chain. CFMEE, as a leading domestic direct-write lithography equipment manufacturer with products widely applied in optical communication and other fields, is positioned to benefit directly from this trend.

The news reignited investor interest in domestic optical communication equipment makers, with CFMEE emerging as a key beneficiary due to its critical role in the supply chain.