12月22日，多家上市公司通过互动平台、披露投资者关系活动记录表等渠道披露公司在商业航天、人形 机器人等方面最新情况： 维峰电子：高度关注并积极布局包括人形机器人在内的新兴应用领域 百胜智能：已设立机器人智能产品研发部 【光模块】 光迅科技：1.6T光模块产品已具备批量交付能力 风华高科：公司的抗硫化电阻器等产品已直接应用于光模块产品上 浩瀚深度：已为多地L3级自动驾驶提供安全系统支持 凯撒旅业：易生支付拥有国内全支付牌照 【商业航天】 【其他】 (本文来自第一财经) 盛景微：暂未布局商业航天相关产品及应用 【人形机器人】 ...

Group 1 - The core viewpoint of the article is that Fenghua High-Tech has successfully integrated its products, such as anti-sulfur resistors, MLCCs, and RF inductors, into optical module applications [2] Group 2 - The company responded to investor inquiries on its interactive platform regarding the application of its products [2]

Core Viewpoint - Fenghua High-Tech (000636) emphasizes the integral role of PCB (Printed Circuit Board) and electronic components in forming complete electronic systems, which determine the performance, reliability, and cost of electronic end products [1] Group 1: Company Insights - The company has confirmed that its products, including anti-sulfur resistors, MLCC (Multi-Layer Ceramic Capacitors), and RF inductors, are directly applied in optical module products [1] Group 2: Industry Context - PCB and electronic components are essential components of electronic circuits, working together to create a complete electronic system [1]

Core Viewpoint - Fenghua High-Tech (000636.SZ) emphasizes that its passive components are essential core components in the electronic information industry, including optical modules, servers, and communication devices [1] Group 1: Company Products - The company produces anti-sulfuration resistors, MLCCs, and RF inductors, which are directly applied in optical module products [1] - The company is expected to continue benefiting from the growth of the related industry chain [1]