Workflow
20CM涨停!这家公司光模块控温产品批量供货,引爆CPO赛道

Group 1 - The core point of the article is that Fuxin Technology (688662) has achieved significant milestones in the development of Micro TEC products for high-speed optical modules, leading to a 20% stock price increase on July 22 [1] - Fuxin Technology's subsidiary, Guangdong Fuxin Thermoelectric Device Technology Co., Ltd., has successfully passed product validation from a leading company in the communication sector and has begun bulk supply of Micro TEC products [1] - The Micro TEC products are essential for precise temperature control and heat dissipation in high-performance optical modules, meeting the industry's advanced performance standards [1] Group 2 - According to research from Dongfang Securities, Fuxin Technology is expected to achieve sales revenue of 27 million yuan in the communication sector in 2024, representing a year-on-year growth of 140.8% [1] - The demand for high-speed optical modules and related temperature control products is increasing due to the rapid development of generative artificial intelligence and the expanding global computing power market [2] - On July 22, several companies in the optical-electronic co-packaging technology sector saw their stock prices rise, indicating a broader market interest in this technology [2]