【公告臻选】PCB+ CPO+ AIPC+果链+智能穿戴!公司预计今年光模块板块业务营收将实现数倍增长
第一财经·2026-03-31 14:21

Group 1 - The article emphasizes the importance of efficiently filtering key announcements to aid investment decisions, highlighting the service "Announcement Selection" that provides deep insights into complex terms and reveals investment opportunities [1] - On March 29, the article noted that the company provided CMOS image sensors to multiple robot brand clients, leading to a stock increase of 2.6% on March 30 and a further rise of 4.25% on March 31, resulting in over 10% profit for early investors [2] - On March 30, the article mentioned that the company is the world's largest automotive PCB supplier, with 1.6T optical module PCBs starting to ship, resulting in a stock increase of 2.14% on March 31, with an intraday peak increase exceeding 6% [2] Group 2 - The company in the PCB sector is expected to see significant revenue growth this year, driven by its involvement in the Apple supply chain, AIPC, CPO, smart wearables, and robotics [3] - The company has achieved mass production and delivery of solid-state batteries, receiving repeat orders, while its perovskite GW-level equipment has passed acceptance [3] - The company has successfully shipped 800G high-speed optical modules in bulk to overseas core clients and has begun small batch shipments of 1.6T modules [3]

【公告臻选】PCB+ CPO+ AIPC+果链+智能穿戴!公司预计今年光模块板块业务营收将实现数倍增长 - Reportify