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Suzhou TFC Optical Communication (300394.SZ): Currently not producing Copper cables.
On December 31, Gelonghui reported that Suzhou TFC Optical Communication (300394.SZ) stated on the investor interaction platform that the company positions itself as a provider of overall solutions for optical communication devices and advanced packaging manufacturing services for optoelectronics. Its products are widely used in fields such as telecommunications, Datacenter, optical fiber connections, and Lidar for car-assisted driving, and it currently does not produce Copper cables.
Guosheng Securities: Pay attention to AIDC Infrastructure and recommend "Four Large and Four Small".
In the future, as the demand for Electrical Utilities in Datacenters gradually increases, power suppliers for Datacenters are expected to benefit from the demand for improved stability of Datacenters.
Suzhou TFC Optical Communication (300394.SZ): plans to postpone the "High-speed Optical Engine Construction Project for 5G and Datacenter" until June 30, 2025.
On December 30, Gelonghui reported that Suzhou TFC Optical Communication (300394.SZ) announced that it will hold the seventh extraordinary meeting of the fifth Board of Directors and the sixth extraordinary meeting of the fifth Board of Supervisors on December 30, 2024, which will review and approve the "Proposal on the Extension of Fundraising Investment Projects." It agrees to issue Stocks to specific objects to raise funds for the "High-speed Optical Engine Construction Project for 5G and Datacenter" under the premise that there are no changes in the project implementation entity, the use of raised funds, and the investment scale, combining the actual construction situation and investment progress of the current fundraising projects.
Suzhou TFC Optical Communication (300394.SZ): Zhu Guodong plans to reduce his shareholding by no more than 0.73%.
Gelonghui reported on December 27 that Suzhou TFC Optical Communication (300394.SZ) announced that Shareholder Zhu Guodong plans to reduce his Shareholding by no more than 4,000,000 shares (not exceeding 0.73% of the company's total equity) through centralized bidding within two months after the announcement of this Shareholding plan, starting from fifteen trading days later.
Minsheng Securities: Byte's AI opens up space for the domestic Industry Chain of computing power.
With the continuous iteration of domestic models, downstream application scenarios are expected to keep expanding, and the high demand for interactive inference will inevitably lead to emerging needs on the Hardware side.
Suzhou TFC Optical Communication Co., Ltd.'s (SZSE:300394) Top Owners Are Private Companies With 38% Stake, While 27% Is Held by Individual Investors
After Leaping 31% Suzhou TFC Optical Communication Co., Ltd. (SZSE:300394) Shares Are Not Flying Under The Radar
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