301191 菲菱科思
已收盘 08-18 15:00:00
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菲菱科思：截至目前，公司暂无CPO共封装交换机样机
证券之星 · 08-18 18:18
菲菱科思：截至目前，公司暂无CPO共封装交换机样机
股市必读：菲菱科思（301191）8月14日董秘有最新回复
证券之星 · 08-17 01:23
股市必读：菲菱科思（301191）8月14日董秘有最新回复
菲菱科思：公司海外业务正按计划稳步推进中
证券之星 · 08-14
菲菱科思：公司海外业务正按计划稳步推进中
菲菱科思：DPU及GPU板卡类相关产品已具备综合智能制造服务能力
证券之星 · 08-05
菲菱科思：DPU及GPU板卡类相关产品已具备综合智能制造服务能力
股市必读：菲菱科思（301191）7月31日董秘有最新回复
证券之星 · 08-03
股市必读：菲菱科思（301191）7月31日董秘有最新回复
菲菱科思：已具备800G相关硬件开发能力
证券之星 · 07-31
菲菱科思：已具备800G相关硬件开发能力
菲菱科思：截至目前暂未涉及灵衢协议的800G/51.2T超节点专用交换机相关产品量产
证券之星 · 07-16
菲菱科思：截至目前暂未涉及灵衢协议的800G/51.2T超节点专用交换机相关产品量产
菲菱科思：公司2026年半年度报告预披露时间为2026年8月28日
证券之星 · 07-15
菲菱科思：公司2026年半年度报告预披露时间为2026年8月28日
菲菱科思：超节点是高密度紧耦合算力单元
证券之星 · 07-14
菲菱科思：超节点是高密度紧耦合算力单元
菲菱科思：公司浙江海宁子公司主要聚焦中高端数据中心交换机、服务器类等相关产品的制造与综合服务
证券之星 · 07-03
菲菱科思：公司浙江海宁子公司主要聚焦中高端数据中心交换机、服务器类等相关产品的制造与综合服务
菲菱科思：2025年浙江海宁子公司实现营业收入约9.12亿元
证券之星 · 07-03
菲菱科思：2025年浙江海宁子公司实现营业收入约9.12亿元
菲菱科思获得实用新型专利授权：“弹性绝缘片及具有其的交换机”
证券之星 · 07-03
菲菱科思获得实用新型专利授权：“弹性绝缘片及具有其的交换机”
股市必读：菲菱科思（301191）7月2日董秘有最新回复
证券之星 · 07-03
股市必读：菲菱科思（301191）7月2日董秘有最新回复
菲菱科思：公司与其建立的相关板卡类制造服务的合作业务正在根据合同要求积极履行推进中
证券之星 · 07-02
菲菱科思：公司与其建立的相关板卡类制造服务的合作业务正在根据合同要求积极履行推进中
股市必读：菲菱科思（301191）6月23日董秘有最新回复
证券之星 · 06-24
股市必读：菲菱科思（301191）6月23日董秘有最新回复
菲菱科思：目前公司已经与国内部分GPU厂商建立了相关板卡类制造服务的合作业务
证券之星 · 06-23
菲菱科思：目前公司已经与国内部分GPU厂商建立了相关板卡类制造服务的合作业务
每周股票复盘：菲菱科思（301191）现折价29.06%大宗交易
证券之星 · 06-21
每周股票复盘：菲菱科思（301191）现折价29.06%大宗交易
菲菱科思：公司近年来一直在积极扩充新业务
证券之星 · 06-18
菲菱科思：公司近年来一直在积极扩充新业务
股市必读：菲菱科思（301191）6月17日董秘有最新回复
证券之星 · 06-18
股市必读：菲菱科思（301191）6月17日董秘有最新回复
菲菱科思：截至目前公司订单饱满，产能利用率维持在较好水平
证券之星 · 06-17
菲菱科思：截至目前公司订单饱满，产能利用率维持在较好水平
暂无数据
公司概况
公司名称：
深圳市菲菱科思通信技术股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2022-05-26
主营业务：
深圳市菲菱科思通信技术股份有限公司的主营业务是交换机、路由器及无线产品、通信设备组件等产品的研发、生产和销售。公司的主要产品是网络产品类、计算产品类、汽车电子类产品、设备控制类产品。
发行价格：
72.00
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18:18","pubTimestamp":1787048293,"startTime":"0","endTime":"0","summary":"证券之星消息，菲菱科思(301191)08月18日在投资者关系平台上答复投资者关心的问题。投资者提问：董秘您好，英伟达官宣CPO交换机全面量产，请教：1、公司CPO共封装交换机有无样机、送样相关技术储备？2、针对硅光、CPO下一代架构，公司交换机在接口、散热、硬件方面有哪些预研布局？3、海外白盒客户对CPO交换机需求进度，公司有无相关产品规划？菲菱科思回复：您好，截至目前，公司暂无CPO共封装交换机样机。关于散热、硬件开发和测试等有关工作内部已经启动了相关方面的预研。感谢您的关注！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：刘浩然","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081800034370.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301191","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660170844","title":"股市必读：菲菱科思（301191）8月14日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2660170844","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660170844?lang=zh_cn&edition=full","pubTime":"2026-08-17 01:23","pubTimestamp":1786900988,"startTime":"0","endTime":"0","summary":"截至2026年8月14日收盘，菲菱科思报收于97.35元，上涨1.29%，换手率9.2%，成交量6.72万手，成交额6.52亿元。董秘最新回复投资者： 董秘您好，海外网络大厂加大AI高速交换机投入，请问公司面向北美品牌厂商ODM拓展情况，800G高速交换机送样认证进度如何？当日关注点交易信息汇总：8月14日主力资金净流出1451.53万元，占总成交额2.23%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081700000503.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301191","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659110743","title":"菲菱科思：公司海外业务正按计划稳步推进中","url":"https://stock-news.laohu8.com/highlight/detail?id=2659110743","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2659110743?lang=zh_cn&edition=full","pubTime":"2026-08-14 18:00","pubTimestamp":1786701659,"startTime":"0","endTime":"0","summary":"证券之星消息，菲菱科思(301191)08月14日在投资者关系平台上答复投资者关心的问题。投资者提问：贵司目前海外相关项目的订单推进节奏如何，是否有新增意向客户，欧洲、北美市场拓展有无实质性进展？菲菱科思回复：您好，公司海外业务正按计划稳步推进中，会积极地配合客户做好各方面的生产运营工作，持续加强海外市场拓展，积极布局和开发更多的新客户。感谢您的关注！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：刘浩然","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081400032539.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","301191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657354850","title":"菲菱科思：DPU及GPU板卡类相关产品已具备综合智能制造服务能力","url":"https://stock-news.laohu8.com/highlight/detail?id=2657354850","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657354850?lang=zh_cn&edition=full","pubTime":"2026-08-05 18:12","pubTimestamp":1785924726,"startTime":"0","endTime":"0","summary":"作为公司新业务DPU及GPU板卡类相关产品已具备综合智能制造服务能力，目前公司已经与国内部分厂商建立的合作业务正在有序推进中。公司浙江海宁子公司主要聚焦中高端数据中心交换机、服务器类等相关产品的制造与综合服务，目前订单饱满，后续将根据市场需求与客户订单节奏稳步推动，整体产能规划合理有序。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080500033814.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301191","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656484023","title":"股市必读：菲菱科思（301191）7月31日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2656484023","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656484023?lang=zh_cn&edition=full","pubTime":"2026-08-03 01:41","pubTimestamp":1785692468,"startTime":"0","endTime":"0","summary":"截至2026年7月31日收盘，菲菱科思报收于88.2元，上涨6.61%，换手率8.95%，成交量6.54万手，成交额5.82亿元。在高端数据中心交换机领域已具备800G相关的硬件开发能力，公司将会依托自身的竞争优势，持续加强海外市场拓展，积极布局和开发更多的新客户。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080300000657.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","301191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655524352","title":"菲菱科思：已具备800G相关硬件开发能力","url":"https://stock-news.laohu8.com/highlight/detail?id=2655524352","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655524352?lang=zh_cn&edition=full","pubTime":"2026-07-31 17:54","pubTimestamp":1785491650,"startTime":"0","endTime":"0","summary":"证券之星消息，菲菱科思07月31日在投资者关系平台上答复投资者关心的问题。在高端数据中心交换机领域已具备800G相关的硬件开发能力，公司将会依托自身的竞争优势，持续加强海外市场拓展，积极布局和开发更多的新客户。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026073100030423.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301191","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651190443","title":"菲菱科思：截至目前暂未涉及灵衢协议的800G/51.2T超节点专用交换机相关产品量产","url":"https://stock-news.laohu8.com/highlight/detail?id=2651190443","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2651190443?lang=zh_cn&edition=full","pubTime":"2026-07-16 18:06","pubTimestamp":1784196383,"startTime":"0","endTime":"0","summary":"证券之星消息，菲菱科思07月16日在投资者关系平台上答复投资者关心的问题。有无下半年或明年的出货指引？菲菱科思回复：您好，截至目前，公司暂未涉及灵衢协议的800G/51.2T超节点专用交换机相关产品量产。如有应披露的相关事项，公司会及时履行信息披露义务，请关注公司在巨潮资讯网上发布的相关信息。敬请广大投资者理性判断投资价值，注意投资风险。本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026071600031903.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301191","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651545457","title":"菲菱科思：公司2026年半年度报告预披露时间为2026年8月28日","url":"https://stock-news.laohu8.com/highlight/detail?id=2651545457","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2651545457?lang=zh_cn&edition=full","pubTime":"2026-07-15 18:12","pubTimestamp":1784110339,"startTime":"0","endTime":"0","summary":"证券之星消息，菲菱科思07月15日在投资者关系平台上答复投资者关心的问题。谢谢菲菱科思回复：您好，（一）公司2026年半年度报告预披露时间为2026年8月28日，公司会在定期报告中披露相应时点的股东户数，请关注公司在巨潮资讯网上发布的定期报告相关信息。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026071500037385.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","301191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651174712","title":"菲菱科思：超节点是高密度紧耦合算力单元","url":"https://stock-news.laohu8.com/highlight/detail?id=2651174712","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2651174712?lang=zh_cn&edition=full","pubTime":"2026-07-14 18:12","pubTimestamp":1784023930,"startTime":"0","endTime":"0","summary":"证券之星消息，菲菱科思07月14日在投资者关系平台上答复投资者关心的问题。超节点成为了算力纽带，举足轻重，请问贵公司是否会受益于超节点的发展？","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026071400038110.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301191","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648680236","title":"菲菱科思：公司浙江海宁子公司主要聚焦中高端数据中心交换机、服务器类等相关产品的制造与综合服务","url":"https://stock-news.laohu8.com/highlight/detail?id=2648680236","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2648680236?lang=zh_cn&edition=full","pubTime":"2026-07-03 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现有合作的国内GPU厂商是否已推出搭载HBM的芯片，公司是否已对应开发适配的板卡产品，目前落地进度如何？公司与其建立的相关板卡类制造服务的合作业务正在根据合同要求积极履行推进中。当日关注点交易信息汇总：7月2日主力资金净流出2780.92万元，游资资金净流入1058.64万元，散户资金净流入1722.28万元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026070300001589.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301191","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648683019","title":"菲菱科思：公司与其建立的相关板卡类制造服务的合作业务正在根据合同要求积极履行推进中","url":"https://stock-news.laohu8.com/highlight/detail?id=2648683019","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2648683019?lang=zh_cn&edition=full","pubTime":"2026-07-02 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公司目前最新的产能利用率是多少？截至目前公司订单饱满，产能利用率维持在较好水平，各项目正按计划稳步推进。交易信息汇总资金流向6月17日主力资金净流出1203.22万元，占总成交额0.0%；游资资金净流入1988.86万元，占总成交额0.0%；散户资金净流出785.65万元，占总成交额0.0%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026061800001713.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","301191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644170767","title":"菲菱科思：截至目前公司订单饱满，产能利用率维持在较好水平","url":"https://stock-news.laohu8.com/highlight/detail?id=2644170767","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2644170767?lang=zh_cn&edition=full","pubTime":"2026-06-17 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