Core Viewpoint - The company has prepared for mass production of 1.6T optical module PCBs but currently lacks bulk orders, resulting in limited revenue contribution [1] Group 1 - The company is ready for mass production of 1.6T optical module PCBs [1] - There are no bulk orders at the moment, which affects revenue generation [1]

Group 1 - The core viewpoint of the article highlights that the company, Siwei Fushi (300852.SZ), has a wide range of applications for its PCB products, with some applications specifically in the storage sector [1]

格隆汇2月2日丨四会富仕(300852.SZ)在投资者互动平台表示，公司目前已具备1.6T光模块PCB的量产准 备，但暂时未有批量订单，对公司营收贡献有限。 ...

四会富仕（300852.SZ）2月2日在投资者互动平台表示，公司目前已具备1.6T光模块PCB的量产准备， 但暂时未有批量订单，对公司营收贡献有限。敬请投资者谨慎决策，注意投资风险。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司是否已经具备1.6T光模块PCB的量产准备？ ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司1--6期厂房，哪些已经建成投产？ （记者 王瀚黎） 四会富仕（300852.SZ）2月2日在投资者互动平台表示，公司目前在建项目进展顺利。其中5期厂房分两 个阶段推进，第二阶段正在进行设备导入；6期厂房为把握通信领域快速增长的市场机遇而建设，其主 体结构近日已基本完工，预计将于下半年正式投产。 ...

Market Overview - The component sector experienced a decline of 3.95% on January 29, with Si Hui Fu Shi leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - Notable gainers included: - Shangluo Electronics (300975) with a closing price of 16.96, up 20.03% on a trading volume of 1.36 million shares [1] - Guanghe Technology (001389) closed at 105.33, up 1.55% with a trading volume of 144,700 shares [1] - Significant decliners included: - Si Hui Fu Shi (300852) closed at 45.82, down 8.63% with a trading volume of 129,700 shares and a transaction value of 618 million [2] - Nanya New Materials (688519) closed at 79.60, down 8.51% with a trading volume of 77,700 shares [2] Capital Flow - The component sector saw a net outflow of 5.767 billion yuan from institutional investors, while retail investors contributed a net inflow of 4.874 billion yuan [2] - The detailed capital flow for selected stocks showed: - Shangluo Electronics had a net inflow of 360 million yuan from institutional investors [3] - Dongshan Precision (002384) had a net inflow of 10.2 million yuan from institutional investors [3]

Group 1 - CPO and other computing hardware stocks experienced a downward trend on January 29, with notable declines in share prices [2] - Yidong Electronics saw a drop of over 9%, while Shengyi Technology fell by more than 6% [2] - Industrial Fulian and Sihui Fushi both decreased by over 5%, with Huafeng Technology and Changguang Huaxin also following suit [2]

Market Overview - The component sector experienced a decline of 0.48% on January 28, with Kexiang Co. leading the drop [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Top Performers in the Component Sector - Jianghai Co. (002484) closed at 32.03, with a rise of 5.33% and a trading volume of 502,500 shares, totaling 1.591 billion yuan [1] - Zhongfu Circuit (300814) closed at 75.00, up 5.03%, with a trading volume of 116,300 shares, totaling 877 million yuan [1] - Sihui Fushi (300852) closed at 50.15, increasing by 4.44%, with a trading volume of 168,600 shares, totaling 809 million yuan [1] Underperformers in the Component Sector - Kexiang Co. (300903) closed at 27.66, down 5.11%, with a trading volume of 470,500 shares, totaling 1.317 billion yuan [2] - ST Dongjing (002199) closed at 9.16, down 4.98%, with a trading volume of 15,000 shares, totaling 13.6974 million yuan [2] - Yihau New Materials (301176) closed at 25.00, down 4.94%, with a trading volume of 39,800 shares, totaling 101 million yuan [2] Capital Flow Analysis - The component sector saw a net outflow of 1.368 billion yuan from major funds, while retail investors contributed a net inflow of 1.293 billion yuan [2] - Major funds showed a net inflow in several companies, including Shengyi Technology (600183) with 429 million yuan, and Jianghai Co. (002484) with 77.32 million yuan [3] - Retail investors had significant net inflows in companies like Shengyi Technology (600183) and Jianghai Co. (002484), while experiencing outflows in others like Huafeng High-Tech (000636) [3]

Group 1 - The core point of the news is that Si Hui Fu Shi Electronic Technology Co., Ltd. experienced a stock price increase of 5.22%, reaching 48.39 CNY per share, with a trading volume of 416 million CNY and a turnover rate of 5.77%, resulting in a total market capitalization of 7.768 billion CNY [1] - Si Hui Fu Shi specializes in the research, production, and sales of printed circuit boards, with 93.96% of its revenue coming from this main business and 6.04% from other supplementary sources [1] Group 2 - From the perspective of fund holdings, Xin Yuan Fund has a significant position in Si Hui Fu Shi, with its Xin Yuan Xin Trend A fund holding 77,000 shares, accounting for 2.42% of the fund's net value, making it the seventh largest holding [2] - The Xin Yuan Xin Trend A fund, established on August 24, 2017, has a current size of 74.2962 million CNY and has achieved a year-to-date return of 8.64%, ranking 2445 out of 8861 in its category [2] - The fund manager, Liu Yutao, has been in position for 3 years and 131 days, with the fund's total assets amounting to 3.939 billion CNY, achieving a best return of 53.23% and a worst return of -6.93% during his tenure [2]

每日经济新闻 每经AI快讯，华安证券1月23日发布研报称，给予四会富仕（300852.SZ）"买入"评级。评级理由主要包 括：1）深耕工控/汽车电子赛道，客户资源稳定且优质；2）汽车/工控/光模块PCB市场景气度持续提 升；3）筑牢客户/技术优势，海内外产能共振驱动成长。风险提示：宏观经济及下游市场需求波动带来 的风险、贸易摩擦风险、原材料价格波动风险、汇率波动的风险、新增产能消化等风险。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每经头条（nbdtoutiao）——检查糖尿病却查出胰腺癌！仅凭百元CT揪出"癌症之王"，医生没看出来的 病，AI是怎么发现的？ （记者 曾健辉） ...