Eoptolink says fully prepared for Q4 and 2025 order deliveries as capacity expands

Eoptolink's emphasis on being "fully prepared" is itself the signal: it points to an industry where supply, not demand, is the binding constraint, and where buyers are locking in orders earlier to secure allocation. The Chengdu and Thailand expansions matter because they show the company is betting the shortage persists well into next year rather than treating it as a one-quarter squeeze. The open question is whether the raw-material tightness it flags eases as that capacity lands — if it doesn't, the ramp-up may be capped by inputs rather than by Eoptolink's own lines.