美国联邦传播委员会(FCC)正在起草法规，计划禁止进口中国制造的新型光收发模组，有关禁令有望在今年公布并生效[1]。这一举措引发市场反应，中国光模组龙头企业中际旭创股价大跌7.27%，新易盛股价下挫5.29%[1]。
中际旭创在全球数据中心收发模组市场的占有率达27%，其2025年收入中57.3%来自美国，到2026年第一季度这一比例更升至61.7%[1]。该企业主要客户包括谷歌、辉达、Meta等美国科技公司[1]。新易盛则是亚马逊400G和800G核心供应商[1]。
业内普遍认为美国严格禁止进口中国光模组的可能性较小[1]，主要原因在于美国AI基础设施建设离不开中国光模组的供应。对此，中国外交部发言人林劍表示："中方坚决反对美方泛化国家安全概念，滥用国家力量无理打压中国企业"[1]。
The U.S. Federal Communications Commission is drafting regulations to prohibit the importation of Chinese-made optical transceivers, with officials hoping to announce and implement the ban this year [1]. The proposed measure has prompted sharp declines in shares of leading Chinese optical module manufacturers, with Zhongji Xuechuang falling 7.27 percent and Xinyi Sheng dropping 5.29 percent [1].
The ban targets a critical component for data center infrastructure. Zhongji Xuechuang holds a 27 percent global market share in data center optical transceivers and derives 57.3 percent of its 2025 revenues from the United States, a figure that rose to 61.7 percent in the first quarter of 2026 [1]. Zhongji Xuechuang's primary customers include major U.S. technology companies such as Google, NVIDIA, and Meta [1]. Similarly, Xinyi Sheng serves as a core supplier of 400G and 800G transceivers to Amazon [1].
Industry analysts contend that a complete prohibition on Chinese optical modules remains unlikely, citing the deep dependence of American artificial intelligence infrastructure development on Chinese supply chains [1]. China's Foreign Ministry spokesperson Lin Jian stated that Beijing "firmly opposes the U.S. side's practice of generalizing the concept of national security and abusing state power to unfairly suppress Chinese enterprises" [1].