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Express News | Fibridge Technology: has the hardware development capability for mainstream 100G/400G datacenter interface rates, high bandwidth, and large capacity switches.
Express News | Institutions today focused on 11 individual stocks for the first time.
Philecon Technology (301191): Short-term performance pressure due to changes in business model. Established funds to invest in the switch chip field.
Investment Highlights: Leading ODM in domestic network equipment. The company is the leading domestic network equipment manufacturer, supplying downstream brand vendors through the main ODM/auxiliary OEM model. The company has scarce manufacturing capabilities for mid-to-high-end network equipment, currently capable...
Tianfeng: New AI momentum drives industry growth acceleration, bullish on the communication industry to continue high prosperity and accelerate growth each quarter.
In terms of net income, the overall net income of communications equipment in Q3 2024 increased by 18% year-on-year, a significant reversal compared to the -16% in Q3 2023, reflecting a rapid recovery in industry profitability amid the transition between old and new driving forces.
FeliSemi (301191): Improved profitability in Q3, external investment in switch chips.
Announcement Summary: The company released the third quarter report of 2024, achieving revenue of 1.257 billion yuan in the first three quarters, a year-on-year decrease of 15.61%. Net income attributable to the parent company was 0.104 billion yuan, a year-on-year decrease of 14.08%, non-recurring item adjusted net income.
Phillincox: Report for the third quarter of 2024
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