2月26日，A股市场通信设备股集体走强，截至半日收盘，中天科技、亨通光电、通鼎互联涨停，烽火通信涨超 7%，天孚通信、锐捷网络、鼎通科技涨超6%，永鼎股份、信科移动、星网锐捷、菲菱科思、汇源通信涨超5%， 天邑股份、恒为科技、长飞光纤、中光防雷涨超4%。 责任编辑：山上 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | 最新 | | --- | --- | --- | --- | --- | --- | --- | | 600522 | 中天科技 | 1 | 10.01 | 942亿 | 52.26 | 27.59 | | 600487 | 亨通光电 | 1 | 10.00 | 1094亿 | 79.26 | 44.33 | | 002491 | 通鼎互联 | 1 | 9.97 | 129亿 | 74.67 | 10.48 | | 600498 | 烽火通信 | 1 | 7.28 | 621亿 | 42.46 | 45.70 | | 300394 | 天孚通信 | 1 | 6.91 | 2839 Z | 79.84 | 365.12 | | 301165 | 锐捷网络 | 海 | 6 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | | --- | --- | --- | --- | --- | --- | --- | | 600522 | 中天科技 | 1 | 10.01 | 942亿 | 52.26 | 27.59 | | 600487 | 亨通光电 | 1 | 10.00 | 1094亿 | 79.26 | 44.33 | | 002491 | 通鼎互联 | 1 | 9.97 | 129亿 | 74.67 | 10.48 | | 600498 | 烽火通信 | 1 | 7.28 | 621亿 | 42.46 | 45.70 | | 300394 | 天孚通信 | 1 | 6.91 | 2839 Z | 79.84 | 365.12 | | 301165 | 锐捷网络 | 演 | 6.58 | 714亿 | 1.05 | 89.73 | | 688668 | 鼎通科技 | 1 | 6.36 | 217亿 | 25.65 | 155.80 | | 600105 | 永鼎股份 | | 5.98 | 435亿 | 18.65 | 29.78 | | 68838 ...

经济观察网基于菲菱科思（301191）(股票代码：301191)的最新公开信息，以下是一些未来可能值得关 注的事件或发展动向，主要源自公司公告、财报及市场分析。请注意，这些信息基于历史资料，实际进 展请以公司官方公告为准。 近期受关注事件 新业务领域探索 公司正考察卫星互联网等新兴领域，计划通过收并购或跨界布局切入该赛道，以打造"算力+卫星互联 网"双增长引擎。这一方向与公司传统网络设备制造能力形成协同，但具体时间表和细节尚未公布。 公司状况 业务战略拓展与转型升级 根据公司2025年三季报的公开说明，菲菱科思未来将通过"内生式增长与外延式拓展双轮驱动"发展路 径。在内生增长方面，公司计划巩固传统网络设备业务(如交换机、路由器)，同时积极布局IT算力相关 产品、高端PCB制造、光通信产品及汽车电子制造等新业务板块，以优化业务结构。此外，公司投资深 圳市楠菲微电子股份有限公司，旨在深化产业链协同，未来可能持续推进类似外延式布局。 业务进展情况 算力领域合作与订单落地 有市场分析指出，菲菱科思已绑定国产GPU企业摩尔线程，成为其GPU模组和服务器核心供应商(份额 约60%)。随着摩尔线程的上市推进，相关订单有望在 ...

Core Viewpoint - The company has approved a share repurchase plan to enhance shareholder value and implement employee stock ownership plans, with a total repurchase fund ranging from RMB 30 million to RMB 60 million [2] Group 1: Share Repurchase Plan - The company will repurchase shares using its own funds through centralized bidding, with a maximum repurchase price set at RMB 160.26 per share [2] - The implementation period for the repurchase aimed at employee stock ownership plans is within 12 months from the board's approval, while the repurchase for maintaining company value must be completed within 3 months [2] - The maximum repurchase price was adjusted to RMB 159.27 per share effective from June 12, 2025, following the annual equity distribution [3] Group 2: Progress of Share Repurchase - As of January 31, 2026, the company has repurchased a total of 454,300 shares, accounting for approximately 0.66% of the total share capital, with a total transaction amount of RMB 34,382,590.35 [3] - The highest transaction price during the repurchase was RMB 79.99 per share, while the lowest was RMB 74.03 per share [3] Group 3: Compliance and Regulations - The share repurchase complies with relevant laws, regulations, and the company's repurchase plan [4] - The company has adhered to the stipulations regarding the timing and conditions under which shares can be repurchased, ensuring no repurchase occurs during significant events that could affect stock prices [5]

证券代码：301191 证券简称：菲菱科思 公告编号：2026-004 深圳市菲菱科思通信技术股份有限公司 关于回购股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关规定，在股份回购期间，公司应当在每个月的前三个 交易日内披露截至上月末的回购进展情况。现将具体情况公告如下： 一、回购股份进展情况 截至 2026 年 1 月 31 日，公司通过回购专用证券账户以集中竞价交易的方式 累计回购公司股份 454,300 股，占公司目前总股本的比例约为 0.66%，最高成交 价为 79.99 元/股，最低成交价为 74.03 元/股，成交总金额为人民币 34,382,590.35 元（不含交易费用）。 深圳市菲菱科思通信技术股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日分别召开第四届董事会第二次会议和第四届监事会第二次会议，审议通 过了《关于回购公司股份方案的议案》，同意公司使用自有资金以集中竞价交易 方式回购公司部分股份，回购的公司股份用于员 ...

Group 1 - The company, 菲菱科思, announced that it will accept investor research from 广发基金 and others on January 22, 2026 [1] - The company's board secretary, 李玉, along with securities representatives, 刘焕明 and 刘慈华, will participate in the investor meeting to address questions [1] Group 2 - The news highlights a broader context where U.S. assets are experiencing a decline, influenced by geopolitical tensions, including Trump's interest in Greenland and a Danish pension fund's decision to liquidate U.S. bonds [1] - The article raises questions about potential financial conflicts between the U.S. and Europe, suggesting a scenario where both sides could face significant consequences [1]

Core Viewpoint - The company has successfully utilized part of the over-raised funds from its initial public offering, amounting to 153.10 million yuan, for the construction of the "Access Network Equipment for Optical Communication Transmission System" project, which is progressing well with initial small-scale shipments of related products [1] Group 1 - The company reported that the project funded by the IPO over-raised funds is advancing smoothly [1] - Initial small-scale shipments of the related products have been achieved [1]

Group 1: Company Overview - The company focuses on the information communication industry, providing data communication product solutions and technical support through a high-end intelligent manufacturing platform [2] - Main products include switches, routers, smart terminals, wireless communication network devices, and automotive electronics [2] - The company aims to deepen and strengthen its core business while adhering to a pragmatic, stable, professional, and focused operational philosophy [2] Group 2: Product Development and Market Expansion - The company is expanding from CT (communication and network connection) products to IT (information technology and computing) products, including high-end data center switches and DPU modules [3] - A project using 153.1 million yuan of raised funds for the construction of optical communication transmission system equipment is progressing smoothly, with initial small-scale shipments achieved [4] - The company has successfully entered the overseas market for white-label communication products, targeting clients in Japan and South Korea, with plans to expand into Europe and North America [5] Group 3: Automotive Sector Engagement - The company has become a qualified supplier for several automotive parts manufacturers, with ongoing projects involving major manufacturers such as Suzhou Golden Dragon and Guangzhou Automobile [6] - Key automotive products include T-BOX, P-BOX, central control instruments, automotive gateways, and domain controllers [6] Group 4: Strategic Planning and Future Growth - Future growth will be driven by both internal growth and external expansion, focusing on consolidating traditional advantages in network data communication while exploring new business areas [9] - The company aims to enhance its competitive strength through strategic investments, such as the investment in Shenzhen Nanfei Microelectronics, to improve industry synergy and market opportunities [8] - The company plans to optimize its business structure by focusing on high-end IT PCBA manufacturing, optical communication products, and automotive electronics as key growth engines [9]

Core Viewpoint - The company, Feiling Kesi (301191), is focused on the research, manufacturing, and sales of data communication products and automotive electronics, providing a one-stop service for electronic product development, design, production, and sales [1] Group 1: Business Overview - The main business includes "switches, routers, smart terminals, wireless communication network equipment," and automotive electronic products [1] - The company aims to establish a multi-dimensional business system that integrates "CT communication + IT computing + high-end PCBA manufacturing + automotive electronics manufacturing" [1] Group 2: Product Expansion - The company has expanded its product layout to include "server products, optical communication transmission equipment access network products, DPU module cards, and high-end equipment control boards" [1]

Group 1 - The core viewpoint of the article is that the company, 菲菱科思, has stable orders and normal production operations [2] Group 2 - The company responded to investor inquiries on an interactive platform, indicating confidence in its operational stability [2]