B · Normal
[Fuxin Technology: There are uncertainties in the progress of Micro TEC-related business expansion, follow-up order size and profit contribution] On September 23, Fuxin Technology (688662.SH) issued an announcement of abnormal stock trading fluctuations. The company's current operating income mainly comes from the consumer electronics field, and business income from the communications field accounts for a low proportion. In the field of communications, the company achieved sales revenue of 56.1646 million yuan in the first half of 2026, accounting for 19.19% of operating revenue. Among them, Micro TEC, which is used in 400G and 800G high-speed optical modules, has been supplied in batches, and Micro TEC, which is used in 1.6T high-speed optical modules. TEC is supplied in small batches, with a total sales revenue of 35.8397 million yuan in the first half of 2026. The current orders are mainly for MicroTEC of 400G and 800G high-speed optical modules; TEC used in CPO's new packaging technology is in the sample delivery verification stage. Due to the long verification cycle of TEC products used in the communications field, it is not expected to have an impact on revenue in 2026. The company solemnly reminds that the progress of Micro TEC related business expansion, the scale of subsequent orders and profit contribution depend on customer demand, and there are uncertainties.
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