智通财经APP讯，富信科技(688662.SH)发布股票交易异常波动公告称，公司目前营业收入主要来自消费电子领域，通信领域的业务收入占比较低，且近期未获取新增大额订单。
2025年度，公司通信领域销售收入占比为9.36%,应用于400G、800G高速率光模块的Micro TEC销售收入占比为2.44%;2026年第一季度，通信领域销售收入占比为21.36%，应用于400G、800G高速率光模块的Micro TEC销售收入占比为14.29%。公司郑重提示，Micro TEC相关业务拓展进度、后续订单规模及盈利贡献均存在不确定性。
目前公司Micro TEC产品的产能利用率为95%以上，已与Coherent、华工科技、索尔思等客户均建立了良好的合作关系，暂未新增通信领域重大客户。公司目前所处的市场环境、行业政策未发生重大调整，公司Micro TEC产品的市场占有率较低。
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