Mentech Optical & Magnetic's 800G NPO Initiative Remains in R&D Phase, Mass Production Yet to Commence

Stock News
Mar 26

Mentech Optical & Magnetic (002902.SZ) has issued an announcement regarding significant stock price movements. The company's share price recorded a cumulative deviation exceeding 20% over two consecutive trading days (March 25 and March 26, 2026), meeting the Shenzhen Stock Exchange's criteria for abnormal trading volatility.

Updates and risk disclosures concerning the company's high-speed optical module business are as follows: The ODM customization development for the 800G LPO (Linear Drive Pluggable Optical Module) solution has achieved small-batch shipments. However, overall order volumes remain limited, and the generated profits are insufficient to materially influence the company's overall financial performance.

The 800G NPO (Near-Packaged Optics) project is undergoing joint development with customers to address next-generation application requirements. This initiative is currently still in the research and development phase and has not yet entered mass production. Future progress remains uncertain.

Development of the 1.6T optical module will proceed in coordination with customer needs. This project is in its early stages, and uncertainties persist regarding future collaboration with partners, order demand, the transition to mass production, production yield rates, and supply chain costs.

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