【私募调研记录】沣沛投资调研富信科技

Group 1 - The core viewpoint of the news is that Fengpei Investment has conducted research on a listed company, Fuxin Technology, which is making progress in its Micro TEC products for optical modules [1] - Fuxin Technology's Micro TEC products have started bulk shipments to overseas customers and are currently being validated with several domestic optical module clients [1] - The Micro TEC products are used in 400G/800G optical modules, with 400G typically requiring one Micro TEC and 800G requiring one to two [1] - The company currently produces 600,000 Micro TEC units per month, with an expected increase to 1 million units per month in the third quarter [1] - Fuxin Technology's Micro TEC products are on par with foreign competitors and have a cost advantage [1] - The company sources single-element metal tellurium and bismuth for its materials and self-manufactures bismuth telluride [1] - The reduction in holdings by executives and major shareholders is based on personal financial needs [1] - The energy storage liquid cooling and dehumidification system has begun bulk shipments to several leading companies, which is expected to become a new profit growth point [1]