ള⌦⎭䙐䇷㛗Գᴿ䲆ޢਮ ީӄᰖ䭗ᐸᗭ〇ݿ⭫ᆆᢶᵥ㛗Գᴿ䲆ޢਮ ֵ⭞㠠ᴿ䍺䠇ㅿᯯᕅ᭥Ԏकᣋ亯ⴤ䜞࠼ⅴ亯㔣ԛक䳼䍺 䠇ㅿ仓㖤ᦘⲺṮḛᝅ㿷 ഭ⌠⎧䙊䇱ࡨ㛑ԭᴹ䲀ޜਨ˄ԕлㆰ〠Ā؍㦀Ӫā˅Ѫᰐ䭑ᐲᗧ、・ݹ⭥ ᆀᢰᵟ㛑ԭᴹ䲀ޜਨ˄ԕлㆰ〠Āᗧ、・āᡆĀޜਨā˅俆⅑ޜᔰਁ㹼㛑⾘ᒦ൘ 、ࡋᶯкᐲǃ2023 ᒤԕㆰ᱃〻ᒿੁ⢩ᇊሩ䊑ਁ㹼㛑⾘Ⲵ؍㦀Ӫˈṩᦞljк⎧䇱ࡨ Ӕ᱃ᡰ、ࡋᶯ㛑⾘кᐲ㿴ࡉNJljк⎧䇱ࡨӔ᱃ᡰ、ࡋᶯкᐲޜਨ㠚ᖻⴁ㇑ᤷᕅㅜ 1 ਧ——㿴㤳䘀NJljкᐲޜਨए䳶䍴䠁ⴁ㇑㿴ࡉNJㅹᴹޣ㿴ᇊˈቡᗧ、・֯⭘㠚 ᴹ䍴䠁ㅹᯩᔿ᭟Ԉएᣅ亩ⴞ䜘࠶Ⅾ亩ਾ㔝ԕए䳶䍴䠁ㅹ仍㖞ᦒһ亩䘋㹼ҶṨḕˈ Ṩḕᛵߥྲл˖ ߥᛵаǃए䳶䍴䠁สᵜ ṩᦞljᰐ䭑ᐲᗧ、・ݹ⭥ᆀᢰᵟ㛑ԭᴹ䲀ޜਨԕㆰ᱃〻ᒿੁ⢩ᇊሩ䊑ਁ㹼㛑 1 ⾘ए䳶䈤᰾ҖNJ৺ljᰐ䭑ᐲᗧ、・ݹ⭥ᆀᢰᵟ㛑ԭᴹ䲀ޜਨޣҾ 2025 ᒤॺᒤᓖ ए䳶䍴䠁ᆈ᭮оᇎ䱵֯⭘ᛵߥⲴу亩ᣕNJᣛ䵢Ⲵए䳶䍴䠁֯⭘䇑ࡂ઼֯ᛵ⭘ߥˈ ᡚ㠣 2025 ᒤ 6 ᴸ 30 ᰕˈޜਨԕㆰ᱃〻ᒿੁ⢩ᇊሩ䊑ਁ㹼㛑⾘ए䳶䍴䠁֯⭘ᛵߥ ྲл˖ অս˖зݳ | ᒿਧ | | 亩ⴞ਽〠 | 䇑ࡂᣅ䍴ᙫ仍 | ᐢ֯⭘ए䳶䍴 | ...

ള⌦⎭䙐䇷㛗Գᴿ䲆ޢਮ ީӄᰖ䭗ᐸᗭ〇ݿ⭫ᆆᢶᵥ㛗Գᴿ䲆ޢਮ ໔ࣖ 2025 ᒪᓜᰛᑮީ㚊Ӛ᱉人䇗仓ᓜⲺṮḛᝅ㿷 ഭ⌠⎧䙊䇱ࡨ㛑ԭᴹ䲀ޜਨ˄ԕлㆰ〠Ā؍㦀Ӫā˅Ѫᰐ䭑ᐲᗧ、・ݹ⭥ ᆀᢰᵟ㛑ԭᴹ䲀ޜਨ˄ԕлㆰ〠Āᗧ、・āᡆĀޜਨā˅俆⅑ޜᔰਁ㹼㛑⾘ᒦ൘ 、ࡋᶯкᐲǃ2023 ᒤԕㆰ᱃〻ᒿੁ⢩ᇊሩ䊑ਁ㹼㛑⾘Ⲵ؍㦀Ӫˈṩᦞlj䇱ࡨਁ㹼 кᐲ؍㦀ъ࣑⨶㇑࣎⌅NJljк⎧䇱ࡨӔ᱃ᡰ、ࡋᶯ㛑⾘кᐲ㿴ࡉNJljк⎧䇱ࡨӔ᱃ ᡰ、ࡋᶯкᐲޜਨ㠚ᖻⴁ㇑ᤷᕅㅜ 1 ਧüü㿴㤳䘀NJㅹޣ⌅ᖻǃ⌅㿴઼㿴㤳 ᙗ᮷ԦⲴ㿴ᇊˈሩᗧ、・໎࣐ 2025 ᒤᓖᰕᑨޣ㚄Ӕ᱃亴䇑仍ᓖһ亩䘋㹼Ҷу亩 ṨḕˈṨḕᛵߥо㿱ྲл˖ ߥᛵ㚄Ӕ᱃สᵜޣаǃᰕᑨ ˄а˅ᰕᑨޣ㚄Ӕ᱃ን㹼Ⲵᇑ䇞〻ᒿ ޜਨҾ 2025 ᒤ 4 ᴸ 24 ᰕਜᔰҶㅜҼቺ㪓һՊㅜॱа⅑Պ䇞઼ㅜҼቺⴁһ Պㅜॱа⅑Պ䇞ˈᇑ䇞䙊䗷ҶljޣҾ亴䇑ޜਨ 2025 ᒤᓖᰕᑨޣ㚄Ӕ᱃Ⲵ䇞ṸNJˈ ᵜ⅑亴䇑 2025 ᒤᓖᰕᑨޣ㚄Ӕ᱃䠁仍н䎵䗷 11,250.00 зݳˈࠪᑝՊ䇞Ⲵ䶎ޣ㚄 㪓һǃⴁһа㠤ᇑ䇞䙊䗷Ҷ↔䇞ṸDŽޜਨҾ 2025 ᒤ 5 ᴸ 15 ᰕਜᔰⲴ 2024 ᒤᒤ ᓖ㛑ьՊᇑ䇞䙊䗷Ҷ ...

ള⌦⎭䙐䇷㛗Գᴿ䲆ޢਮ ީӄᰖ䭗ᐸᗭ〇ݿ⭫ᆆᢶᵥ㛗Գᴿ䲆ޢਮ 俌⅗ޢᔶਇ㺂䜞࠼कᣋ亯ⴤᔬᵕⲺṮḛᝅ㿷 ഭ⌠⎧䙊䇱ࡨ㛑ԭᴹ䲀ޜਨ˄ԕлㆰ〠Āഭ⌠⎧䙊āᡆĀ؍㦀Ӫā˅Ѫᰐ 䭑ᐲᗧ、・ݹ⭥ᆀᢰᵟ㛑ԭᴹ䲀ޜਨ˄ԕлㆰ〠Āᗧ、・āǃĀޜਨāᡆĀਁ㹼Ӫā˅ 俆⅑ޜᔰਁ㹼㛑⾘ᒦ൘、ࡋᶯкᐲⲴ؍㦀Ӫˈṩᦞljк⎧䇱ࡨӔ᱃ᡰ、ࡋᶯ㛑⾘ кᐲ㿴ࡉNJljк⎧䇱ࡨӔ᱃ᡰ、ࡋᶯкᐲޜਨ㠚ᖻⴁ㇑ᤷᕅㅜ 1 ਧ——㿴㤳䘀NJ ljкᐲޜਨए䳶䍴䠁ⴁ㇑㿴ࡉNJㅹᴹޣ㿴ᇊˈቡᗧ、・俆⅑ޜᔰਁ㹼䜘࠶एᣅ亩 ⴞᔦᵏһ亩䘋㹼ҶṨḕˈṨḕᛵߥྲл˖ ߥᛵаǃए䳶䍴䠁สᵜ ṩᦞѝഭ䇱ࡨⴁⶓ㇑⨶ငઈՊ 2022 ᒤ 6 ᴸ 13 ᰕࠪާⲴljޣҾ਼ᰐ䭑ᐲᗧ 、・ݹ⭥ᆀᢰᵟ㛑ԭᴹ䲀ޜਨ俆⅑ޜᔰਁ㹼㛑⾘⌘Ⲵᢩ༽NJ˄䇱ⴁ䇨ਟǒ2022Ǔ 1231 ਧ˅ˈޜਨ俆⅑ੁ⽮Պޜᔰਁ㹼Ӫ≁ᐱᲞ䙊㛑˄A˅㛑 24,320,000 㛑ˈ⇿㛑 ਁ㹼ԧṬѪ 48.51 ݳˈए䳶䍴䠁ᙫ仍Ѫ 1,179,763,200.00 ݳˈᢓ䲔ᙫਁ㹼䍩⭘ 85,409,219.18 ݳˈᇎ䱵ए䳶䍴䠁߰仍Ѫ 1,094,353,980.82 ݳDŽк䘠ए䳶䍴䠁ࡠս ᛵߥ㓿䗷ޜ䇱ཙъՊ䇑ᐸһ ...

无锡市德科立光电子技术股份有限公司 内部审计制度 第一章 总则 第一条 为规范无锡市德科立光电子技术股份有限公司（以下简称"公司"） 的内部审计工作，提高内部审计工作质量，维护公司和全体股东的合法权益，根 据《中华人民共和国审计法》《审计署关于内部审计工作的规定》《上海证券交易 所科创板上市公司自律监管指引第 1 号——规范运作》等法律、法规、规范性文 件和《无锡市德科立光电子技术股份有限公司章程》（以下简称"《公司章程》"） 的相关规定，制定本制度。 第二条 本制度所称内部审计是一种独立、客观的鉴证和咨询活动，通过运 用系统、规范的方法，审查和评价组织的业务活动、内部控制和风险管理的适当 性和有效性，以促进公司完善治理、增加价值和实现目标。 第三条 本制度所称内部控制，是由公司董事会、管理层和全体员工实施的、 旨在实现控制目标的过程。内部控制的目标是合理保证公司经营管理合法合规、 资产安全、财务报告及相关信息真实完整，提高经营效率和效果，促进企业实现 发展战略。 第四条 本制度适用于公司各内部机构、控股子公司以及具有重大影响的参 股公司。 第二章 审计机构和审计人员 第五条 公司设审计部，对公司业务活动、风 ...

无锡市德科立光电子技术股份有限公司 证券投资、期货与衍生品交易管理制度 第一章 总则 第一条 为规范无锡市德科立光电子技术股份有限公司（以下简称"公 司"）证券投资、期货与衍生品交易行为，防范投资风险，强化风险控制，保 证公司资金、财产的安全，维护公司及股东利益，根据《中华人民共和国公司法》 《中华人民共和国证券法》《上市公司信息披露管理办法》《上海证券交易所科 创板股票上市规则》《上海证券交易所科创板上市公司自律监管指引第1号—— 规范运作》《上海证券交易所上市公司自律监管指引第5号——交易与关联交易》 等法律、法规、业务规则以及《无锡市德科立光电子技术股份有限公司章程》 （以下简称"《公司章程》"）的有关规定，结合公司实际情况，特制定本制度。 第二条 本制度所称证券投资，是指新股配售或者申购、股票及存托凭证 投资、债券投资以及上海证券交易所认定的其他投资行为。 本制度所称期货交易是指以期货合约或者标准化期权合约为交易标的的交 易活动。 本制度所称衍生品交易是指期货交易以外的，以互换合约、远期合约和非 标准化期权合约及其组合为交易标的的交易活动。 期货和衍生品的基础资产既可以是证券、指数、利率、汇率、货币、 ...

内幕信息知情人登记管理制度 无锡市德科立光电子技术股份有限公司 未经董事会批准同意，公司任何部门和个人不得向外界泄露、报道涉及公司 内幕信息及拟披露信息的内容。 第四条 公司董事、高级管理人员和公司各部门、子（分）公司相关人员都 应当做好内幕信息的保密工作，严格遵守相关法律、法规对于内幕交易、操纵市 场等禁止行为的规定，不得进行违法违规的交易。 1 第二章 内幕信息及内幕信息知情人范围 第五条 本制度所指内幕信息是指根据《证券法》第五十二条规定，在证券 交易活动中，涉及公司的经营、财务或者对公司证券的市场价格有重大影响的尚 未公开的信息。 第一条 为了进一步规范无锡市德科立光电子技术股份有限公司（以下简称 "公司"）内幕信息管理行为，加强公司内幕信息保密工作，维护信息披露的公 开、公平、公正原则，保护广大投资者的合法权益，根据《中华人民共和国公司 法》《中华人民共和国证券法》《上市公司信息披露管理办法》《上市公司监管指 引第5号——上市公司内幕信息知情人登记管理制度》《上海证券交易所科创板股 票上市规则》等法律、法规、规范性文件及《无锡市德科立光电子技术股份有限 公司章程》（以下简称"《公司章程》"）、《无锡 ...

无锡市德科立光电子技术股份有限公司 募集资金管理制度 第一章 总则 第一条 为规范无锡市德科立光电子技术股份有限公司（以下简称"公司"） 募集资金的管理和使用，保护投资者的权益，根据《中华人民共和国公司法》、 《中华人民共和国证券法》、《上市公司募集资金监管规则》、《上海证券交易所科 创板股票上市规则》（以下简称"《科创板上市规则》"）、《上海证券交易所科创 板上市公司自律监管指引第 1 号——规范运作》（以下简称"《自律监管指引》"） 等有关法律、法规、规范性文件及《无锡市德科立光电子技术股份有限公司章程》 （以下简称"《公司章程》"）的规定，特制定本制度。 第二条 本制度所称募集资金，是指公司通过发行股票或者其他具有股权性 质的证券，向投资者募集并用于特定用途的资金，但不包括公司为实施股权激励 计划募集的资金。 第三条 公司募集资金应当专款专用。公司使用募集资金应当符合国家产业 政策和相关法律法规，践行可持续发展理念，履行社会责任，原则上应当用于主 营业务，有利于增强公司竞争能力和创新能力。公司募集资金不得用于持有财务 性投资，不得直接或者间接投资于以买卖有价证券为主要业务的公司。 公司募集资金应当投资于 ...

[Section I Definitions](index=4&type=section&id=Section%20I%20Definitions) This section defines key optical communication and optoelectronic terms and company abbreviations, ensuring precise report understanding [Definitions of Common Terms](index=4&type=section&id=Definitions%20of%20Common%20Terms) This chapter defines professional terms related to optical communication and optoelectronic technology and company-specific abbreviations used in the report, covering network architectures, optical device technologies, and optical module standards, ensuring accurate understanding of the report content - The reporting period refers to January 1, 2025, to June 30, 2025[11](index=11&type=chunk) - **CPO (Co-Packaged Optics)** is an advanced heterogeneous integration technology for optical and silicon devices, aiming to improve cost, power consumption, and size efficiency, suitable for optical interconnects in data center applications[10](index=10&type=chunk) - **DCI (Data Center Interconnection)** refers to a dedicated network connecting different data centers and computing power centers, carrying inter-connection services between them[11](index=11&type=chunk) [Section II Company Profile and Key Financial Indicators](index=6&type=section&id=Section%20II%20Company%20Profile%20and%20Key%20Financial%20Indicators) [I. Company Overview](index=6&type=section&id=I.%20Company%20Overview) Wuxi Taclink Optoelectronic Technology Co., Ltd. (Taclink) is listed on the STAR Market (688205), with its registered address changing - The company's Chinese name is Wuxi Taclink Optoelectronic Technology Co., Ltd., abbreviated as Taclink[13](index=13&type=chunk) - The company's shares are listed on the STAR Market of the Shanghai Stock Exchange, stock code **688205**[16](index=16&type=chunk) - On August 7, 2025, the company's registered address changed to No. 6 Keyuan Road, Xinwu District, Wuxi City[13](index=13&type=chunk) [II. Contact Persons and Information](index=6&type=section&id=II.%20Contact%20Persons%20and%20Information) This section provides contact details for the Board Secretary and Securities Affairs Representative for investor communication - The Board Secretary (domestic information disclosure representative) is Shao Zhang, and the Securities Affairs Representative is Shenjin Yang[14](index=14&type=chunk) - Contact address is No. 6 Keyuan Road, Xinwu District, Wuxi City, telephone **0510-85347006**, fax **0510-85347055**, email info@taclink.com[14](index=14&type=chunk) [III. Brief Introduction to Changes in Information Disclosure and Document Custody Locations](index=6&type=section&id=III.%20Brief%20Introduction%20to%20Changes%20in%20Information%20Disclosure%20and%20Document%20Custody%20Locations) The company designates Shanghai Securities News, China Securities Journal, and Securities Daily for information disclosure, with the semi-annual report available on www.sse.com.cn and at the company's Securities Affairs Department, with no changes during the reporting period - The company's designated newspapers for information disclosure are Shanghai Securities News, China Securities Journal, and Securities Daily[15](index=15&type=chunk) - The website address for the semi-annual report is www.sse.com.cn[15](index=15&type=chunk) - The company's semi-annual report is available at the Securities Affairs Department[15](index=15&type=chunk) [IV. Brief Introduction to Company Shares/Depositary Receipts](index=6&type=section&id=IV.%20Brief%20Introduction%20to%20Company%20Shares%2FDepositary%20Receipts) The company's shares are A-shares listed on the STAR Market of the Shanghai Stock Exchange under the stock name Taclink and code 688205, with no depositary receipts - The company's share type is **A-shares**, listed on the STAR Market of the Shanghai Stock Exchange[16](index=16&type=chunk) - The stock abbreviation is Taclink, and the stock code is **688205**[16](index=16&type=chunk) - The company has no depositary receipts[17](index=17&type=chunk) [VI. Key Accounting Data and Financial Indicators](index=7&type=section&id=VI.%20Key%20Accounting%20Data%20and%20Financial%20Indicators) Operating revenue grew **5.93%** to **433.36 million yuan**, but net profit and total profit declined by approximately **48%** year-on-year, primarily due to a **266.94%** drop in operating cash flow Key Accounting Data (Jan-Jun 2025 vs. Prior Year Period) | Indicator | Current Reporting Period (Jan-Jun) | Prior Year Period | Change (%) | | :--- | :--- | :--- | :--- | | Operating Revenue | 433,355,281.64 RMB | 409,113,768.69 RMB | 5.93 | | Total Profit | 28,040,668.24 RMB | 56,580,349.16 RMB | -50.44 | | Net Profit Attributable to Shareholders of Listed Company | 28,093,700.36 RMB | 54,202,069.50 RMB | -48.17 | | Net Profit Attributable to Shareholders of Listed Company Excluding Non-Recurring Gains and Losses | 19,111,535.28 RMB | 36,914,839.91 RMB | -48.23 | | Net Cash Flow from Operating Activities | -19,434,728.54 RMB | 11,641,497.82 RMB | -266.94 | | Net Assets Attributable to Shareholders of Listed Company (Period-end) | 2,262,195,324.68 RMB | 2,242,260,596.75 RMB | 0.89 | | Total Assets (Period-end) | 2,658,794,287.55 RMB | 2,620,439,027.92 RMB | 1.46 | Key Financial Indicators (Jan-Jun 2025 vs. Prior Year Period) | Indicator | Current Reporting Period (Jan-Jun) | Prior Year Period | Change | | :--- | :--- | :--- | :--- | | Basic Earnings Per Share (RMB/share) | 0.18 | 0.34 | -47.06% | | Diluted Earnings Per Share (RMB/share) | 0.18 | 0.34 | -47.06% | | Basic Earnings Per Share Excluding Non-Recurring Gains and Losses (RMB/share) | 0.12 | 0.23 | -47.83% | | Weighted Average Return on Net Assets (%) | 1.25 | 2.46 | Decreased by 1.21 percentage points | | Weighted Average Return on Net Assets Excluding Non-Recurring Gains and Losses (%) | 0.85 | 1.68 | Decreased by 0.83 percentage points | | R&D Investment as Percentage of Operating Revenue (%) | 11.42 | 12.19 | Decreased by 0.77 percentage points | - Net cash flow from operating activities decreased by **266.94%** year-on-year, primarily due to increased payments for raw material purchases during the period[20](index=20&type=chunk) [VII. Differences in Accounting Data Under Domestic and Overseas Accounting Standards](index=8&type=section&id=VII.%20Differences%20in%20Accounting%20Data%20Under%20Domestic%20and%20Overseas%20Accounting%20Standards) The company states there are no differences in accounting data under domestic and overseas accounting standards - The company has no differences in accounting data under domestic and overseas accounting standards[21](index=21&type=chunk) [VIII. Non-Recurring Gains and Losses Items and Amounts](index=8&type=section&id=VIII.%20Non-Recurring%20Gains%20and%20Losses%20Items%20and%20Amounts) During the reporting period, the company's total non-recurring gains and losses amounted to **8.98 million yuan**, mainly from fair value changes in financial assets, government grants, and disposal of non-current assets Non-Recurring Gains and Losses Items and Amounts | Non-Recurring Gains and Losses Item | Amount (RMB) | | :--- | :--- | | Gains and losses from disposal of non-current assets | -259,857.10 | | Government grants recognized in current profit or loss | 760,431.35 | | Gains and losses from changes in fair value of financial assets and liabilities held by non-financial enterprises, and gains and losses from disposal of financial assets and liabilities | 10,036,645.03 | | Other non-operating income and expenses apart from the above | 7,856.36 | | Less: Income tax impact | 1,562,910.56 | | Total | 8,982,165.08 | [IX. Companies with Equity Incentive or Employee Stock Ownership Plans May Choose to Disclose Net Profit After Deducting Impact of Share-Based Payments](index=9&type=section&id=IX.%20Companies%20with%20Equity%20Incentive%20or%20Employee%20Stock%20Ownership%20Plans%20May%20Choose%20to%20Disclose%20Net%20Profit%20After%20Deducting%20Impact%20of%20Share-Based%20Payments) During the reporting period, the company's net profit after deducting the impact of share-based payments was **36.29 million yuan**, a **42.05%** decrease year-on-year Net Profit After Deducting Impact of Share-Based Payments | Key Accounting Data | Current Reporting Period (Jan-Jun) | Prior Year Period | Period-on-period Change (%) | | :--- | :--- | :--- | :--- | | Net Profit After Deducting Impact of Share-Based Payments | 36,290,099.35 RMB | 62,626,700.85 RMB | -42.05 | [X. Explanation of Non-GAAP Performance Indicators](index=9&type=section&id=X.%20Explanation%20of%20Non-GAAP%20Performance%20Indicators) The company states it does not use non-GAAP performance indicators - The company does not use non-GAAP performance indicators[24](index=24&type=chunk) [Section III Management Discussion and Analysis](index=9&type=section&id=Section%20III%20Management%20Discussion%20and%20Analysis) [I. Explanation of the Company's Industry and Main Business During the Reporting Period](index=9&type=section&id=I.%20Explanation%20of%20the%20Company's%20Industry%20and%20Main%20Business%20During%20the%20Reporting%20Period) The company operates in the optoelectronic device industry, benefiting from global digital economy and computing power growth, with its main business in R&D, production, and sales of optoelectronic devices, excelling in long-distance optical transmission technology [(I) Company's Industry and Industry Development](index=9&type=section&id=%28I%29%20Company's%20Industry%20and%20Industry%20Development) The company is in the midstream of the optical communication industry, benefiting from a projected **30 to 100 million-fold** increase in global computing power demand over the next decade, driving rapid advancements in optical communication technologies - The company operates in the optoelectronic device industry within optical communication, positioned in the midstream of the industry chain[25](index=25&type=chunk) - Global computing power demand is projected to surge **30 to 100 million times** in the next decade, driving rapid development in the optical communication industry[25](index=25&type=chunk) - Optical switching technology within computing clusters is entering a critical breakthrough period, with urgent market demand for nanosecond-level switching speeds and higher-dimensional optical switches[26](index=26&type=chunk) - DCI and metropolitan area network **800G** port optical transmission equipment are entering a critical deployment phase, stably supporting **80 channels** and transmission distances up to **600 kilometers**[26](index=26&type=chunk) - Large-scale commercial deployment and intelligent upgrade of backbone network **400G OTN** are accelerating, with China Mobile having built the world's largest and most extensive **400G OTN** network[27](index=27&type=chunk) - The domestic access network market is poised for **10-gigabit** upgrades, with **50G PON** technology achieving key breakthroughs in the first half of 2025 and expected to enter a large-scale deployment cycle from 2026[27](index=27&type=chunk) [(II) Company's Main Business, Main Products, and Their Uses](index=10&type=section&id=%28II%29%20Company's%20Main%20Business%2C%20Main%20Products%2C%20and%20Their%20Uses) The company's main business is R&D, production, and sales of optoelectronic devices and subsystems, categorized into transmission, access, and data communication products for various network applications - The company's main business is the R&D, production, and sales of optoelectronic devices, with main products being optoelectronic devices and subsystems[28](index=28&type=chunk) - Transmission products: Telecom transmission optical transceivers (**155M to 400G** and above rates), fiber amplifiers (erbium-doped, Raman, semiconductor), transmission subsystems (ultra-long distance, data link acquisition), optical passive modules (optical switches, WSS, OXC optical backplanes)[28](index=28&type=chunk) - Access products: GPON OLT, COMBO PON, and BOSA (broadband access), fronthaul subsystems, and **10G, 25G** optical transceivers (wireless access)[28](index=28&type=chunk) - Data communication products: DCI products and various data communication optical transceivers (short-distance transmission below **2km**)[28](index=28&type=chunk) [(III) Main Business Model](index=10&type=section&id=%28III%29%20Main%20Business%20Model) The company operates on an independent R&D model, combining market demand with cutting-edge technology, primarily using a build-to-order and moderate inventory procurement approach, self-production, and direct sales - The company's R&D model adheres to independent research and development, combining market demand and cutting-edge technology, achieving significant results in **C+L amplifiers**, coherent and non-coherent optical modules[29](index=29&type=chunk)[30](index=30&type=chunk) - The procurement model primarily combines build-to-order with moderate inventory, selecting preferred suppliers[30](index=30&type=chunk) - The production model is primarily self-production, combining "production based on sales orders" and "production based on sales forecasts"[30](index=30&type=chunk) - The sales model is primarily direct sales, supplemented by distribution, expanding customers through active visits, participation in exhibitions, industry conferences, and proactive solution provision[30](index=30&type=chunk) [(IV) Company's Market Position and Key Performance Drivers](index=11&type=section&id=%28IV%29%20Company's%20Market%20Position%20and%20Key%20Performance%20Drivers) The company is a high-tech enterprise with comprehensive horizontal and vertical integration capabilities in the optical communication industry, holding a strong market position due to its technological advantages in long-distance optical transmission, wide-spectrum amplifiers, miniaturized pluggable amplifiers, and high-speed optical transceivers - The company is one of the few high-tech enterprises in the optical communication industry with comprehensive horizontal and vertical integration capabilities across the industry chain[31](index=31&type=chunk) - The company has undertaken over **10 national-level projects** such as the National Torch Program and 863 Program, and was awarded the **National Science and Technology Progress Award Second Prize**[31](index=31&type=chunk) - The company maintains strong technological advantages in wide-spectrum amplifiers, miniaturized pluggable amplifiers, and high-speed, long-distance coherent and non-coherent optical transceivers[31](index=31&type=chunk) [II. Discussion and Analysis of Operations](index=11&type=section&id=II.%20Discussion%20and%20Analysis%20of%20Operations) Operating revenue grew **5.93%** to **433.36 million yuan**, but net profit attributable to shareholders decreased **48.17%**, impacted by market pricing, DCI/optical module ramp-up, and production base investments - During the reporting period, the company achieved operating revenue of **433.36 million yuan**, a year-on-year increase of **5.93%**[31](index=31&type=chunk) - Net profit attributable to shareholders of the listed company was **28.09 million yuan**, a year-on-year decrease of **48.17%**[31](index=31&type=chunk) - The decline in net profit was primarily due to narrowing profit margins from pricing adjustments in the traditional telecom transmission market, insufficient profit contribution during the capacity building and ramp-up phase of **DCI** and **400G/800G** optical modules, and continuous rigid investments in the company's headquarters and Thailand production base[32](index=32&type=chunk)[33](index=33&type=chunk) [1. Technology Breakthroughs Drive Product Matrix Upgrades](index=12&type=section&id=1.%20Technology%20Breakthroughs%20Drive%20Product%20Matrix%20Upgrades) The company invested **49.48 million yuan** in R&D, achieving significant progress in high-end optical modules, optical amplifiers, and optical transmission subsystems - During the reporting period, the company's R&D investment was **49.48 million yuan**, accounting for **11.42%** of revenue[33](index=33&type=chunk) - High-end optical modules: **400G** coherent modules are in small-batch trial production, **400G/800G** computing power products have completed iteration and started sampling, **1.6T** ultra-high-speed modules are accelerating development, and **50G PON** has initiated customer certification[33](index=33&type=chunk) - Optical amplifiers: **L++** products maintain market leadership, **SOA** single-channel amplifiers are shipping in volume, and a **C-band multi-wavelength amplifier** for hollow-core fiber (output power > **2W**) has been launched[33](index=33&type=chunk) - Optical transmission subsystems: **400G/600G DCI** line cards are being delivered in volume, completing **C6T+L6T** system deployment; **800G** line cards will be delivered in small batches within the year, **1.6T** line cards have started preliminary research; silicon-based **OCS** received overseas sample orders, and R&D for second-generation high-dimensional **OCS** is accelerating[33](index=33&type=chunk) [2. Telecom and Data Communication Businesses Jointly Advance Global Expansion](index=12&type=section&id=2.%20Telecom%20and%20Data%20Communication%20Businesses%20Jointly%20Advance%20Global%20Expansion) The company strengthened traditional telecom business while rapidly expanding into the data communication market, significantly increasing DCI and high-speed optical module orders and market share, and established a new Japanese subsidiary to enhance localized operations in Asia - The company solidified its traditional telecom business, deepening strategic cooperation with core operators and communication equipment vendors[34](index=34&type=chunk) - Accelerated expansion into the data communication market, focusing on market introduction and inventory preparation for **DCI** and high-speed optical module products, with simultaneous growth in customer order volume and market share[34](index=34&type=chunk) - Established a new Japanese subsidiary to integrate regional industrial cluster advantages and enhance localized operational capabilities in the Asian market[34](index=34&type=chunk) [3. Accelerate Overseas Base Construction, Optimize Global Supply Chain Layout](index=12&type=section&id=3.%20Accelerate%20Overseas%20Base%20Construction%2C%20Optimize%20Global%20Supply%20Chain%20Layout) The company is expanding existing leased factory capacity and vigorously advancing the construction of its wholly-owned production base in Thailand, slated for Q4 2025 operation, to enhance global order response, delivery capabilities, and supply chain resilience - The company is fully advancing the construction of its wholly-owned production base in Thailand, scheduled to commence operation in **Q4 2025**[34](index=34&type=chunk) - The Thailand base will fully deploy intelligent production lines and establish standardized operating procedures and a full-cycle quality control system[34](index=34&type=chunk) - Upon the release of capacity from the Thailand base, global order response speed and delivery capabilities will be significantly enhanced, optimizing global supply chain resilience[35](index=35&type=chunk) [4. Equity Incentive Implementation Shows Results, Talent Pool Expands and Improves](index=12&type=section&id=4.%20Equity%20Incentive%20Implementation%20Shows%20Results%2C%20Talent%20Pool%20Expands%20and%20Improves) In June 2025, the company completed the first vesting period of its 2023 restricted stock incentive plan, granting **1.12 million shares** to **322** core employees, boosting innovation, with the R&D team growing by **19.89%** and a **5.7** percentage point increase in employees with master's degrees or higher - In June 2025, the company completed the first vesting period of the initial grant under its 2023 restricted stock incentive plan, vesting **1.1247 million** Class II restricted shares to **322** core technical and business personnel[35](index=35&type=chunk) - The R&D team size increased by **19.89%** year-on-year, with the proportion of employees holding master's degrees or higher increasing by **5.7 percentage points**[35](index=35&type=chunk) - The company, through its "quantity and quality" strategy, effectively drives a virtuous cycle of "talent reserve - technological innovation - business development"[36](index=36&type=chunk) [III. Analysis of Core Competitiveness During the Reporting Period](index=13&type=section&id=III.%20Analysis%20of%20Core%20Competitiveness%20During%20the%20Reporting%20Period) Core competitiveness is driven by technological innovation, diversified products, advanced manufacturing, and strong customer relationships, enabling vertical integration [(I) Analysis of Core Competitiveness](index=13&type=section&id=%28I%29%20Analysis%20of%20Core%20Competitiveness) The company's core competitiveness includes strong R&D capabilities, a diversified product portfolio across optical communication, vertical integration from chip packaging to subsystem manufacturing, and a robust customer base with long-term domestic and international partnerships - The company possesses extensive technological reserves, has undertaken over **10 national-level projects** such as the National Torch Program and 863 Program, and was awarded the **National Science and Technology Progress Award Second Prize**[37](index=37&type=chunk) - The company has established three major technology platforms: optical transceivers, optical amplifiers, and optical transmission subsystems, forming core technologies characterized by high speed, long distance, and modularity[38](index=38&type=chunk) - The company possesses vertical manufacturing capabilities from chip packaging and testing, device packaging, module manufacturing to optical transmission subsystem design and manufacturing, enhancing production efficiency through self-developed and self-manufactured proprietary testing equipment[39](index=39&type=chunk) - The company's customers are distributed across over **20 countries and regions** globally, including high-quality clients such as ZTE, China Mobile, Infinera, and Ciena[40](index=40&type=chunk)[41](index=41&type=chunk) [(II) Events During the Reporting Period That Severely Affected the Company's Core Competitiveness, Impact Analysis, and Countermeasures](index=15&type=section&id=%28II%29%20Events%20During%20the%20Reporting%20Period%20That%20Severely%20Affected%20the%20Company's%20Core%20Competitiveness%2C%20Impact%20Analysis%2C%20and%20Countermeasures) During the reporting period, no events occurred that severely affected the company's core competitiveness - During the reporting period, no events occurred that severely affected the company's core competitiveness[42](index=42&type=chunk) [(III) Core Technologies and R&D Progress](index=15&type=section&id=%28III%29%20Core%20Technologies%20and%20R%26D%20Progress) The company holds **26** leading core technologies, all self-developed, and has accumulated **175** patents and **63** software copyrights, with R&D investment of **49.48 million yuan** focusing on **16** projects Company's Main Core Technologies | No. | Core Technology Name | Technology Source | Technological Advancement | | :--- | :--- | :--- | :--- | | 1 | High-speed optical device packaging technology | Independent R&D | Meets **100G, 200G, and 400G** product applications, with potential for iteration to **800G** and higher speeds | | 3 | High-speed optical transceiver module manufacturing platform technology | Independent R&D | Significantly improves module reusability, shortens software development cycles, and accelerates product introduction | | 8 | Gain flattening filter design technology | Independent R&D | Achieves flatness requirements within **1dB** across a large bandwidth, leading technology | | 14 | Raman optical amplifier technology | Independent R&D | Achieves **10~30dB** gain multi-wave amplification, applied in ultra-long-distance optical transmission systems, industry-leading | | 22 | Optical transmission subsystem framework design technology | Independent R&D | Applied to **1U to 10U** rack-mounted equipment platforms, business board rates compatible with **10G-400G**, achieving complete optical transmission system functions | | 26 | High-speed wavelength division transmission technology | Independent R&D | Innovatively developed low-cost, high-speed, large-capacity wavelength division transmission system, covering **C Band** and **O Band** | - As of June 30, 2025, the company had accumulated **175 patents** (45 invention patents, 125 utility model patents, 5 design patents), **63 software copyrights**, and **19 trademarks**[48](index=48&type=chunk) R&D Investment Situation | Indicator | Current Period Amount (RMB) | Prior Period Amount (RMB) | Change (%) | | :--- | :--- | :--- | :--- | | Expensed R&D Investment | 49,475,849.27 | 49,878,521.78 | -0.81 | | Total R&D Investment as Percentage of Operating Revenue (%) | 11.42 | 12.19 | Decreased by 0.77 percentage points | R&D Projects (Partial) | No. | Project Name | Estimated Total Investment (10,000 RMB) | Amount Invested in Current Period (10,000 RMB) | Progress or Phased Achievements | | :--- | :--- | :--- | :--- | :--- | | 1 | Research on Data Center Optical Transceiver Module Project | 5,000.00 | 740.25 | Small-batch trial production | | 2 | Research and Development of DCI Equipment | 5,000.00 | 732.13 | Small-batch trial production | | 3 | Research and Development of Coherent Optical Transceiver Modules | 5,000.00 | 495.72 | Sample verification | | 6 | Hollow-Core Fiber Optical Amplifier Technology | 800.00 | 353.36 | Samples completed, sent to customers for testing | | 11 | Research and Development of Data Link Acquisition Subsystem Application | 2,000.00 | 181.64 | Mass production, continuous R&D iteration | | 16 | Research and Development of 5G Fronthaul Optical Transceiver Modules | 2,500.00 | 97.93 | Mass production, continuous R&D iteration | [IV. Risk Factors](index=23&type=section&id=IV.%20Risk%20Factors) The company faces risks from core technology leakage, overseas raw material reliance, large receivables/inventory, industry policy shifts, market competition, and trade frictions - Core Competitiveness Risk: Leakage of core technology or outflow of core technical personnel could adversely affect the company's technological innovation and operating performance[59](index=59&type=chunk) - Operational Risk: Reliance on overseas procurement for some core raw materials (e.g., pump lasers, general-purpose chips) may lead to risks of delayed delivery, supply restrictions, or price increases[60](index=60&type=chunk) - Financial Risk: As of the end of June 2025, accounts receivable and notes receivable combined accounted for **22.44%** of current assets, and inventory book value accounted for **21.31%** of current assets, posing risks of uncollectibility or impairment[61](index=61&type=chunk) - Industry Risk: Changes in industry policies may affect the company's strategic development and operating performance; intensified market competition leads to product homogenization and price pressure[62](index=62&type=chunk) - Macro-environmental Risk: International trade frictions may lead to reduced orders from overseas customers, demands for price reductions, or tariff burdens; changes in the overseas operating environment (political economy, regulatory policies, intellectual property, exchange rate fluctuations) may adversely affect overseas operations[63](index=63&type=chunk) [V. Main Operating Performance During the Reporting Period](index=25&type=section&id=V.%20Main%20Operating%20Performance%20During%20the%20Reporting%20Period) During the reporting period, the company achieved operating revenue of **433.36 million yuan**, a **5.93%** increase year-on-year; net profit attributable to shareholders was **28.09 million yuan**, a **48.17%** decrease year-on-year; and net profit excluding non-recurring gains and losses was **19.11 million yuan**, a **48.23%** decrease year-on-year - During the reporting period, the company achieved operating revenue of **433.36 million yuan**, a year-on-year increase of **5.93%**[64](index=64&type=chunk) - Net profit attributable to shareholders of the listed company was **28.09 million yuan**, a year-on-year decrease of **48.17%**[64](index=64&type=chunk) - After deducting the impact of share-based payment expenses, net profit attributable to shareholders of the listed company was **36.29 million yuan**[64](index=64&type=chunk) [(IV) Analysis of Main Business](index=25&type=section&id=%28IV%29%20Analysis%20of%20Main%20Business) Operating revenue increased by **5.93%**, but operating costs rose by **14.11%**, impacting profit; management and selling expenses increased, while financial expenses significantly decreased due to reduced exchange losses; operating cash flow saw a substantial outflow due to increased raw material purchases, and investing activities also saw a large outflow due to overseas investments, while financing activities turned to net inflow from equity incentive proceeds [1. Analysis Table of Changes in Financial Statement Items](index=25&type=section&id=1.%20Analysis%20Table%20of%20Changes%20in%20Financial%20Statement%20Items) Operating revenue increased by **5.93%**, while operating costs rose by **14.11%**; selling and administrative expenses increased by **11.80%** and **24.89%** respectively; financial expenses decreased significantly by **84.12%** due to reduced exchange losses; net cash flow from operating activities decreased by **266.94%** due to increased raw material inventory, and net cash flow from investing activities decreased by **236.69%** due to increased overseas investments, while net cash flow from financing activities increased by **73.27%** due to equity incentive proceeds Analysis of Changes in Financial Statement Items (Jan-Jun 2025 vs. Prior Year Period) | Item | Current Period Amount (RMB) | Prior Year Period Amount (RMB) | Change (%) | | :--- | :--- | :--- | :--- | | Operating Revenue | 433,355,281.64 | 409,113,768.69 | 5.93 | | Operating Cost | 319,594,736.55 | 280,087,758.99 | 14.11 | | Selling Expenses | 20,803,004.69 | 18,607,267.96 | 11.80 | | Administrative Expenses | 19,247,543.21 | 15,411,861.35 | 24.89 | | Financial Expenses | 185,226.33 | 1,166,668.31 | -84.12 | | R&D Expenses | 49,475,849.27 | 49,878,521.78 | -0.81 | | Net Cash Flow from Operating Activities | -19,434,728.54 | 11,641,497.82 | -266.94 | | Net Cash Flow from Investing Activities | -278,317,675.35 | 203,613,134.55 | -236.69 | | Net Cash Flow from Financing Activities | -15,945,605.26 | -59,650,364.93 | 73.27 | - Reason for change in financial expenses: Primarily due to a significant decrease in exchange gains and losses[65](index=65&type=chunk) - Reason for change in net cash flow from operating activities: Primarily due to increased cash payments for raw material inventory[65](index=65&type=chunk) - Reason for change in net cash flow from investing activities: Primarily due to increased overseas investments[65](index=65&type=chunk) - Reason for change in net cash flow from financing activities: Primarily due to cash receipts from equity incentive vesting[65](index=65&type=chunk) [2. Detailed Explanation of Significant Changes in Company's Business Type, Profit Structure, or Profit Sources During the Current Period](index=25&type=section&id=2.%20Detailed%20Explanation%20of%20Significant%20Changes%20in%20Company's%20Business%20Type%2C%20Profit%20Structure%2C%20or%20Profit%20Sources%20During%20the%20Current%20Period) No significant changes occurred in the company's business type, profit structure, or profit sources during the current period - No significant changes occurred in the company's business type, profit structure, or profit sources during the current period[66](index=66&type=chunk) [(V) Explanation of Significant Profit Changes Caused by Non-Core Businesses](index=25&type=section&id=%28V%29%20Explanation%20of%20Significant%20Profit%20Changes%20Caused%20by%20Non-Core%20Businesses) Non-core businesses did not cause significant changes in the company's profit - The company's non-core businesses did not cause significant changes in profit[66](index=66&type=chunk) [(VI) Analysis of Assets and Liabilities](index=25&type=section&id=%28VI%29%20Analysis%20of%20Assets%20and%20Liabilities) At the end of the reporting period, total assets increased by **1.46%**, and net assets attributable to shareholders increased by **0.89%**; monetary funds decreased by **30.14%**, while financial assets held for trading increased by **72.80%** due to differences in cash management product settlement cycles; prepayments and construction in progress increased by **105.90%** and **49.11%** respectively; liabilities saw decreases in contract liabilities and employee compensation payable, with taxes payable significantly down by **86.20%**; overseas assets accounted for **10.82%** of total assets [1. Asset and Liability Status](index=26&type=section&id=1.%20Asset%20and%20Liability%20Status) At the end of the reporting period, monetary funds decreased by **30.14%**, while financial assets held for trading increased by **72.80%** due to cash management product settlement cycles; prepayments and construction in progress rose by **105.90%** and **49.11%** respectively; contract liabilities and employee compensation payable decreased, and taxes payable significantly dropped by **86.20%** due to reduced VAT and corporate income tax Changes in Asset and Liability Status (Period-end vs. Prior Year-end) | Item Name | Current Period-end Amount (RMB) | Percentage of Total Assets at Current Period-end (%) | Prior Year-end Amount (RMB) | Percentage of Total Assets at Prior Year-end (%) | Change in Amount from Prior Year-end (%) | Explanation | | :--- | :--- | :--- | :--- | :--- | :--- | :--- | | Monetary Funds | 731,845,534.46 | 27.53 | 1,047,608,326.96 | 39.98 | -30.14 | Primarily due to differences in the settlement cycle of the company's cash management products during the current period | | Financial Assets Held for Trading | 450,712,158.89 | 16.95 | 260,825,065.45 | 9.95 | 72.80 | Primarily due to differences in the settlement cycle of the company's cash management products during the current period | | Prepayments | 7,180,252.79 | 0.27 | 3,487,232.70 | 0.13 | 105.90 | Primarily due to an increase in suppliers requiring prepayment during the reporting period | | Inventories | 458,594,979.32 | 17.25 | 354,061,546.84 | 13.51 | 29.52 | / | | Construction in Progress | 85,409,906.03 | 3.21 | 57,278,874.29 | 2.19 | 49.11 | Primarily due to an increase in construction in progress during the reporting period | | Other Non-Current Assets | 16,816,522.94 | 0.63 | 5,938,867.99 | 0.23 | 183.16 | Primarily due to an increase in prepaid equipment costs during the reporting period | | Contract Liabilities | 18,908,316.38 | 0.71 | 30,309,534.47 | 1.16 | -37.62 | Primarily due to a decrease in customer prepayments during the reporting period | | Taxes Payable | 1,372,379.88 | 0.05 | 9,944,759.18 | 0.38 | -86.20 | Primarily due to a decrease in VAT and corporate income tax payable during the reporting period | [2. Overseas Assets](index=27&type=section&id=2.%20Overseas%20Assets) The company's total overseas assets amounted to **287.62 million yuan**, representing **10.82%** of total assets - The company's overseas assets amounted to **287.62 million yuan**, accounting for **10.82%** of total assets[70](index=70&type=chunk) [3. Major Asset Restrictions as of the End of the Reporting Period](index=27&type=section&id=3.%20Major%20Asset%20Restrictions%20as%20of%20the%20End%20of%20the%20Reporting%20Period) As of the end of the reporting period, the company's restricted assets primarily consisted of **6.28 million yuan** in monetary funds, used as margin deposits for letters of guarantee Major Asset Restrictions | Item | Period-end Book Value (RMB) | Reason for Restriction | | :--- | :--- | :--- | | Monetary Funds | 6,280,601.30 | Deposited as margin for letters of guarantee | | Total | 6,280,601.30 | / | [(VII) Investment Analysis](index=28&type=section&id=%28VII%29%20Investment%20Analysis) During the reporting period, the company's external equity investment was zero, a **100%** decrease year-on-year; financial assets measured at fair value totaled **451 million yuan**, mainly cash management products; the company also invested **60 million yuan** in a private equity fund [1. Overall Analysis of External Equity Investments](index=28&type=section&id=1.%20Overall%20Analysis%20of%20External%20Equity%20Investments) During the reporting period, the company's external equity investment amounted to **0 yuan**, a **100%** decrease compared to the prior year period Overall Analysis of External Equity Investments | Investment Amount in Reporting Period (10,000 RMB) | Investment Amount in Prior Year Period (10,000 RMB) | Change (%) | | :--- | :--- | :--- | | 0.00 | 2,400.00 | -100.00% | [3. Financial Assets Measured at Fair Value](index=28&type=section&id=3.%20Financial%20Assets%20Measured%20at%20Fair%20Value) The company's financial assets measured at fair value totaled **451 million yuan** at period-end, primarily wealth management products, with **2.09 billion yuan** purchased and **1.90 billion yuan** sold/redeemed during the period Financial Assets Measured at Fair Value | Asset Category | Beginning Balance (RMB) | Fair Value Change Gains/Losses in Current Period (RMB) | Amount Purchased in Current Period (RMB) | Amount Sold/Redeemed in Current Period (RMB) | Ending Balance (RMB) | | :--- | :--- | :--- | :--- | :--- | :--- | | Wealth Management Products | 260,825,065.45 | -112,906.56 | 2,090,076,000.00 | 1,900,076,000.00 | 450,712,158.89 | | Total | 260,825,065.45 | -112,906.56 | 2,090,076,000.00 | 1,900,076,000.00 | 450,712,158.89 | [4. Private Equity Fund Investment Status](index=29&type=section&id=4.%20Private%20Equity%20Fund%20Investment%20Status) The company invested **60 million yuan** in Shaanxi Zhongtou Zhanlu Phase II Equity Investment Partnership (Limited Partnership) as a limited partner with a **100%** stake, accounted for as other non-current financial assets Private Equity Fund Investment Status | Private Equity Fund Name | Investment Purpose | Planned Total Investment (10,000 RMB) | Amount Invested as of Period-end (10,000 RMB) | Role | Contribution Ratio at Period-end (%) | Accounting Account | | :--- | :--- | :--- | :--- | :--- | :--- | :--- | | Shaanxi Zhongtou Zhanlu Phase II Equity Investment Partnership (Limited Partnership) | To strengthen industry chain cooperation around the company's main business | 6,000.00 | 6,000.00 | Limited Partner | 100.00 | Other non-current financial assets | [(VIII) Significant Asset and Equity Disposals](index=29&type=section&id=%28VIII%29%20Significant%20Asset%20and%20Equity%20Disposals) During the reporting period, the company did not undertake any significant asset or equity disposals - During the reporting period, the company did not undertake any significant asset or equity disposals[78](index=78&type=chunk) [(IX) Analysis of Major Holding and Participating Companies](index=29&type=section&id=%28IX%29%20Analysis%20of%20Major%20Holding%20and%20Participating%20Companies) The company's main subsidiaries include Chengdu Taclink Jingrui Optoelectronic Technology Co., Ltd., which reported a net loss of **12.46 million yuan**, and Taclink (Thailand) Co.,Ltd., which reported a net profit of **6.12 million yuan** Financial Status of Major Subsidiaries | Company Name | Company Type | Main Business | Registered Capital | Total Assets (RMB) | Net Assets (RMB) | Operating Revenue (RMB) | Net Profit (RMB) | | :--- | :--- | :--- | :--- | :--- | :--- | :--- | :--- | | Chengdu Taclink Jingrui Optoelectronic Technology Co., Ltd. | Subsidiary | R&D of high-speed optical devices and high-speed optical transceivers | 5.00 million RMB | 42,585,437.96 | 36,605,720.60 | 12,902,656.24 | -12,462,658.70 | | Taclink (Thailand) Co.,Ltd. | Subsidiary | Production and testing of optical communication products | 459.95 million THB | 160,824,556.09 | 123,200,487.90 | 22,564,543.96 | 6,123,221.09 | [Acquisition and Disposal of Subsidiaries During the Reporting Period](index=30&type=section&id=Acquisition%20and%20Disposal%20of%20Subsidiaries%20During%20the%20Reporting%20Period) During the reporting period, the company acquired Taclink Japan K.K. through establishment, which had no significant impact on overall operations or performance Acquisition and Disposal of Subsidiaries During the Reporting Period | Company Name | Method of Acquisition and Disposal of Subsidiaries During the Reporting Period | Impact on Overall Operations and Performance | | :--- | :--- | :--- | | Taclink Japan K.K. | Established by investment | No significant impact | [(X) Structured Entities Controlled by the Company](index=30&type=section&id=%28X%29%20Structured%20Entities%20Controlled%20by%20the%20Company) The company does not control any structured entities - The company does not control any structured entities[80](index=80&type=chunk) [VI. Other Disclosure Matters](index=30&type=section&id=VI.%20Other%20Disclosure%20Matters) The company has no other significant matters requiring disclosure - The company has no other significant matters requiring disclosure[80](index=80&type=chunk) [Section IV Corporate Governance, Environment, and Society](index=31&type=section&id=Section%20IV%20Corporate%20Governance%2C%20Environment%2C%20and%20Society) [I. Changes in Company Directors, Senior Management, and Core Technical Personnel](index=31&type=section&id=I.%20Changes%20in%20Company%20Directors%2C%20Senior%20Management%2C%20and%20Core%20Technical%20Personnel) During the reporting period, Director Li Xianqin resigned as a non-independent director due to internal work adjustments and was elected as an employee representative director, with the change duly disclosed Changes in Directors, Senior Management, and Core Technical Personnel | Name | Position Held | Change | | :--- | :--- | :--- | | Li Xianqin | Director | Resigned | | Li Xianqin | Employee Representative Director | Elected | - Mr. Li Xianqin resigned from his position as a non-independent director of the second board of directors due to internal work adjustments and was elected as an employee representative director of the second board of directors on July 14, 2025[82](index=82&type=chunk) [II. Profit Distribution or Capital Reserve Conversion Plan](index=31&type=section&id=II.%20Profit%20Distribution%20or%20Capital%20Reserve%20Conversion%20Plan) Based on the 2024 annual general meeting authorization, the company's second board of directors approved a 2025 semi-annual profit distribution plan to distribute a cash dividend of **1.00 yuan** (tax inclusive) per **10 shares** to all shareholders, totaling **15.83 million yuan**, with no bonus shares or capital reserve conversion - The company plans to distribute a cash dividend of **1.00 yuan** (tax inclusive) per **10 shares** to all shareholders, based on the total share capital on the equity distribution record date[82](index=82&type=chunk) - As of June 30, 2025, the company's total share capital was **158,285,329 shares**, with a total proposed cash dividend of **15.83 million yuan** (tax inclusive)[82](index=82&type=chunk) - No bonus shares will be issued, and no capital reserve will be converted to share capital this time[82](index=82&type=chunk) [III. Status and Impact of Company's Equity Incentive Plans, Employee Stock Ownership Plans, or Other Employee Incentive Measures](index=31&type=section&id=III.%20Status%20and%20Impact%20of%20Company's%20Equity%20Incentive%20Plans%2C%20Employee%20Stock%20Ownership%20Plans%20or%20Other%20Employee%20Incentive%20Measures) In June 2025, the company successfully completed the first vesting period of its 2023 restricted stock incentive plan, with the shares listed for trading on June 30, 2025, marking the operational phase of its long-term incentive mechanism - In June 2025, the company successfully completed the first vesting period of the initial grant under its 2023 restricted stock incentive plan[83](index=83&type=chunk) - The relevant shares were listed for trading on **June 30, 2025**[83](index=83&type=chunk) [IV. Environmental Information of Listed Companies and Their Major Subsidiaries Included in the List of Enterprises Required to Disclose Environmental Information by Law](index=32&type=section&id=IV.%20Environmental%20Information%20of%20Listed%20Companies%20and%20Their%20Major%20Subsidiaries%20Included%20in%20the%20List%20of%20Enterprises%20Required%20to%20Disclose%20Environmental%20Information%20by%20Law) The company is not included in the list of enterprises required to disclose environmental information by law - The company is not included in the list of enterprises required to disclose environmental information by law[84](index=84&type=chunk) [V. Specific Situation of Consolidating and Expanding Poverty Alleviation Achievements, Rural Revitalization, and Other Work](index=32&type=section&id=V.%20Specific%20Situation%20of%20Consolidating%20and%20Expanding%20Poverty%20Alleviation%20Achievements%2C%20Rural%20Revitalization%2C%20and%20Other%20Work) The company has not undertaken work related to consolidating and expanding poverty alleviation achievements or rural revitalization - The company has not undertaken work related to consolidating and expanding poverty alleviation achievements or rural revitalization[84](index=84&type=chunk) [Section V Significant Matters](index=33&type=section&id=Section%20V%20Significant%20Matters) [I. Fulfillment of Commitments](index=33&type=section&id=I.%20Fulfillment%20of%20Commitments) The company, its controlling shareholder, actual controllers, and directors, supervisors, and senior management strictly fulfilled all commitments related to initial public offering, refinancing, and equity incentives during the reporting period, with no instances of non-fulfillment - The company's controlling shareholder, Wuxi Taclink Industrial Investment Partnership (Limited Partnership), strictly fulfilled its share lock-up commitment, with a lock-up period of **36 months** from the date of stock listing[86](index=86&type=chunk) - The company's actual controllers, Gui Sang, Qu Jianping, and Zhang Shao, strictly fulfilled their share lock-up commitments, with a lock-up period of **36 months** from the date of stock listing[87](index=87&type=chunk)[88](index=88&type=chunk) - The company and relevant parties committed to strictly abide by laws, regulations, and stock exchange business rules, faithfully fulfilling all commitments, and will bear corresponding legal liabilities and compensation obligations if violated[87](index=87&type=chunk)[88](index=88&type=chunk)[89](index=89&type=chunk)[90](index=90&type=chunk)[91](index=91&type=chunk)[92](index=92&type=chunk)[93](index=93&type=chunk)[94](index=94&type=chunk)[95](index=95&type=chunk)[96](index=96&type=chunk)[97](index=97&type=chunk)[98](index=98&type=chunk)[99](index=99&type=chunk)[100](index=100&type=chunk)[101](index=101&type=chunk)[102](index=102&type=chunk)[103](index=103&type=chunk)[104](index=104&type=chunk)[105](index=105&type=chunk)[106](index=106&type=chunk)[107](index=107&type=chunk)[108](index=108&type=chunk)[109](index=109&type=chunk)[110](index=110&type=chunk)[111](index=111&type=chunk)[112](index=112&type=chunk)[113](index=113&type=chunk)[114](index=114&type=chunk)[115](index=115&type=chunk)[116](index=116&type=chunk) [II. Non-Operating Fund Occupation by Controlling Shareholder and Other Related Parties During the Reporting Period](index=64&type=section&id=II.%20Non-Operating%20Fund%20Occupation%20by%20Controlling%20Shareholder%20and%20Other%20Related%20Parties%20During%20the%20Reporting%20Period) During the reporting period, there was no non-operating fund occupation by the controlling shareholder or other related parties - During the reporting period, there was no non-operating fund occupation by the controlling shareholder or other related parties[117](index=117&type=chunk) [III. Irregular Guarantees](index=64&type=section&id=III.%20Irregular%20Guarantees) During the reporting period, there were no irregular guarantees - During the reporting period, there were no irregular guarantees[117](index=117&type=chunk) [IV. Semi-Annual Report Audit Status](index=64&type=section&id=IV.%20Semi-Annual%20Report%20Audit%20Status) This semi-annual report has not been audited - This semi-annual report has not been audited[117](index=117&type=chunk) [V. Changes and Handling of Matters Involving Non-Standard Audit Opinions in the Prior Year's Annual Report](index=64&type=section&id=V.%20Changes%20and%20Handling%20of%20Matters%20Involving%20Non-Standard%20Audit%20Opinions%20in%20the%20Prior%20Year's%20Annual%20Report) The company's prior year's annual report did not involve matters with non-standard audit opinions - The company's prior year's annual report did not involve matters with non-standard audit opinions[117](index=117&type=chunk) [VI. Bankruptcy and Reorganization Matters](index=64&type=section&id=VI.%20Bankruptcy%20and%20Reorganization%20Matters) During the reporting period, the company had no bankruptcy and reorganization matters - During the reporting period, the company had no bankruptcy and reorganization matters[117](index=117&type=chunk) [VII. Significant Litigation and Arbitration Matters](index=64&type=section&id=VII.%20Significant%20Litigation%20and%20Arbitration%20Matters) During the reporting period, the company had no significant litigation or arbitration matters - During the reporting period, the company had no significant litigation or arbitration matters[117](index=117&type=chunk) [VIII. Listed Company and Its Directors, Supervisors, Senior Management, Controlling Shareholder, Actual Controllers Suspected of Violations, Penalties, and Rectification](index=64&type=section&id=VIII.%20Listed%20Company%20and%20Its%20Directors%2C%20Supervisors%2C%20Senior%20Management%2C%20Controlling%20Shareholder%2C%20Actual%20Controllers%20Suspected%20of%20Violations%2C%20Penalties%2C%20and%20Rectification) During the reporting period, the company, its directors, supervisors, senior management, controlling shareholder, and actual controllers were not suspected of violations, subject to penalties, or rectification - During the reporting period, the company, its directors, supervisors, senior management, controlling shareholder, and actual controllers were not suspected of violations, subject to penalties, or rectification[117](index=117&type=chunk) [IX. Explanation of the Integrity Status of the Company, Its Controlling Shareholder, and Actual Controllers During the Reporting Period](index=64&type=section&id=IX.%20Explanation%20of%20the%20Integrity%20Status%20of%20the%20Company%2C%20Its%20Controlling%20Shareholder%2C%20and%20Actual%20Controllers%20During%20the%20Reporting%20Period) During the reporting period, the company, its controlling shareholder, and actual controllers maintained good integrity, with no matters requiring explanation - During the reporting period, the company, its controlling shareholder, and actual controllers maintained good integrity, with no matters requiring explanation[117](index=117&type=chunk) [X. Significant Related Party Transactions](index=64&type=section&id=X.%20Significant%20Related%20Party%20Transactions) During the reporting period, the company's actual daily related party transactions amounted to **13.55 million yuan**, within the annual estimated limit; there were no related party transactions involving asset acquisition or disposal, joint external investment, related party creditor-debtor relationships, financial business with related financial companies, or other significant related party transactions [(I) Related Party Transactions Related to Daily Operations](index=64&type=section&id=%28I%29%20Related%20Party%20Transactions%20Related%20to%20Daily%20Operations) The company's estimated daily related party transactions for 2025 totaled **112.50 million yuan**; as of the end of the reporting period, actual related party transactions amounted to **13.55 million yuan**, not exceeding the estimated limit - The company's 2025 estimated daily related party transactions totaled **112.50 million yuan**[117](index=117&type=chunk) - As of the end of the reporting period, the company's actual related party transactions amounted to **13.55 million yuan**[117](index=117&type=chunk) [(II) Related Party Transactions Involving Asset or Equity Acquisition/Disposal](index=65&type=section&id=%28II%29%20Related%20Party%20Transactions%20Involving%20Asset%20or%20Equity%20Acquisition%2FDisposal) During the reporting period, the company did not engage in related party transactions involving asset or equity acquisition/disposal - During the reporting period, the company did not engage in related party transactions involving asset or equity acquisition/disposal[119](index=119&type=chunk) [(III) Significant Related Party Transactions Involving Joint External Investment](index=65&type=section&id=%28III%29%20Significant%20Related%20Party%20Transactions%20Involving%20Joint%20External%20Investment) During the reporting period, the company did not engage in significant related party transactions involving joint external investment - During the reporting period, the company did not engage in significant related party transactions involving joint external investment[120](index=120&type=chunk) [(IV) Related Party Creditor-Debtor Relationships](index=65&type=section&id=%28IV%29%20Related%20Party%20Creditor-Debtor%20Relationships) During the reporting period, the company had no related party creditor-debtor relationships - During the reporting period, the company had no related party creditor-debtor relationships[120](index=120&type=chunk) [(V) Financial Business Between the Company and Related Financial Companies, or Between the Company's Controlled Financial Companies and Related Parties](index=65&type=section&id=%28V%29%20Financial%20Business%20Between%20the%20Company%20and%20Related%20Financial%20Companies%2C%20or%20Between%20the%20Company's%20Controlled%20Financial%20Companies%20and%20Related%20Parties) The company did not engage in financial business with related financial companies or between its controlled financial companies and related parties - The company did not engage in financial business with related financial companies or between its controlled financial companies and related parties[120](index=120&type=chunk) [(VI) Other Significant Related Party Transactions](index=65&type=section&id=%28VI%29%20Other%20Significant%20Related%20Party%20Transactions) The company had no other significant related party transactions - The company had no other significant related party transactions[120](index=120&type=chunk) [XI. Significant Contracts and Their Fulfillment](index=66&type=section&id=XI.%20Significant%20Contracts%20and%20Their%20Fulfillment) During the reporting period, the company had no trusteeship, contracting, or leasing matters, no significant guarantees, and no other significant contracts [(I) Trusteeship, Contracting, Leasing Matters](index=66&type=section&id=%28I%29Trusteeship%2C%20Contracting%2C%20Leasing%20Matters) During the reporting period, the company had no trusteeship, contracting, or leasing matters - During the reporting period, the company had no trusteeship, contracting, or leasing matters[121](index=121&type=chunk) [(II) Significant Guarantees Performed and Not Yet Performed During the Reporting Period](index=66&type=section&id=%28II%29Reported%20Significant%20Guarantees%20Performed%20and%20Not%20Yet%20Performed) During the reporting period, the company had no significant guarantees - During the reporting period, the company had no significant guarantees[121](index=121&type=chunk) [(III) Other Significant Contracts](index=66&type=section&id=%28III%29Other%20Significant%20Contracts) During the reporting period, the company had no other significant contracts - During the reporting period, the company had no other significant contracts[121](index=121&type=chunk) [XII. Explanation of Progress in Use of Raised Funds](index=67&type=section&id=XII.%20Explanation%20of%20Progress%20in%20Use%20of%20Raised%20Funds) The company's initial public offering raised **1.18 billion yuan**, with **527 million yuan** invested (**48.13%** of the **1.03 billion yuan** committed); a private placement raised **217 million yuan**, with **105 million yuan** invested (**48.53%** of the **220 million yuan** committed; some projects were extended, and excess funds were mainly used for working capital; idle funds of **190 million yuan** were used for cash management [(I) Overall Use of Raised Funds](index=67&type=section&id=%28I%29Overall%20Use%20of%20Raised%20Funds) The company's initial public offering raised **1.18 billion yuan**, with **527 million yuan** invested (**48.13%** of the **1.03 billion yuan** committed); a private placement raised **217 million yuan**, with **105 million yuan** invested (**48.53%** of the **220 million yuan** committed Overall Use of Raised Funds | Source of Raised Funds | Total Raised Funds (RMB) | Total Committed Investment of Raised Funds in Prospectus or Offering Document (RMB) | Total Raised Funds Cumulatively Invested as of Period-end (RMB) | Cumulative Investment Progress of Raised Funds as of Period-end (%) | | :--- | :--- | :--- | :--- | :--- | | Initial Public Offering | 1,179,763,200.00 | 1,030,000,000.00 | 526,762,655.47 | 48.13 | | Private Placement | 219,999,973.71 | 220,000,000.00 | 105,386,112.54 | 48.53 | | Total | 1,399,763,173.71 | 1,250,000,000.00 | 632,148,768.01 | / | [(II) Details of Projects Funded by Raised Funds](index=67&type=section&id=%28II%29Details%20of%20Projects%20Funded%20by%20Raised%20Funds) Projects funded by raised funds include high-speed optical module capacity expansion, optical transmission subsystem R&D, working capital, and an overseas R&D and production base; the high-speed optical module and optical transmission subsystem projects were extended to December 2027; the overseas base project is **48.53%** complete Partial Details of Projects Funded by Raised Funds | Project Name | Planned Total Investment of Raised Funds (RMB) | Amount Invested in Current Year (RMB) | Total Raised Funds Cumulatively Invested as of Period-end (RMB) | Cumulative Investment Progress as of Period-end (%) | Date Project Reaches Intended Usable State | | :--- | :--- | :--- | :--- | :--- | :--- | | High-Speed Optical Module Product Line Expansion and Upgrade Project | 600,000,000.00 | 43,435,556.11 | 174,046,953.47 | 29.01 | December 2027 | | Optical Transmission Subsystem Platform R&D Project | 180,000,000.00 | 17,532,177.22 | 64,415,702.00 | 35.79 | December 2027 | | Taclink Overseas R&D and Production Base Project | 217,149,951.88 | 42,852,225.87 | 105,386,112.54 | 48.53 | December 2025 | - On August 28, 2025, the company approved the "Proposal on Extending the Completion Date of Certain IPO-Funded Projects," agreeing to extend the expected usable state date for the "High-Speed Optical Module Product Line Expansion and Upgrade Project" and the "Optical Transmission Subsystem Platform R&D Project"[126](index=126&type=chunk) [2. Detailed Use of Over-Raised Funds](index=69&type=section&id=2.%20Detailed%20Use%20of%20Over-Raised%20Funds) The company's total over-raised funds amounted to **64.35 million yuan**, with **38.30 million yuan** cumulatively invested (**59.51%** progress) as of the end of the reporting period, primarily used to supplement working capital Detailed Use of Over-Raised Funds | Purpose | Total Over-Raised Funds Planned for Investment (RMB) | Total Over-Raised Funds Cumulatively Invested as of Period-end (RMB) | Cumulative Investment Progress as of Period-end (%) | | :--- | :--- | :--- | :--- | | Supplement Working Capital | 64,353,980.82 | 38,300,000.00 | 59.51 | | Total | 64,353,980.82 | 38,300,000.00 | / | [(III) Changes or Termination of Projects Funded by Raised Funds During the Reporting Period](index=69&type=section&id=%28III%29Reported%20Changes%20or%20Termination%20of%20Projects%20Funded%20by%20Raised%20Funds) During the reporting period, there were no changes or terminations of projects funded by raised funds - During the reporting period, there were no changes or terminations of projects funded by raised funds[129](index=129&type=chunk) [3. Cash Management of Idle Raised Funds and Investment in Related Products](index=70&type=section&id=3.%20Cash%20Management%20of%20Idle%20Raised%20Funds%20and%20Investment%20in%20Related%20Products) The company utilized idle raised funds for cash management, with an approved limit of **700 million yuan**; as of the end of the reporting period, the cash management balance was **190 million yuan**, within the authorized limit Cash Management of Idle Raised Funds | Board Approval Date | Approved Limit for Cash Management of Raised Funds (10,000 RMB) | Cash Management Balance at Period-end (10,000 RMB) | Exceeded Authorized Limit | | :--- | :--- | :--- | :--- | | July 8, 2024 | 70,000.00 | 19,000.00 | No | | August 27, 2024 | 15,000.00 | / | No | | July 14, 2025 | 70,000.00 | / | No | [XIII. Explanation of Other Significant Matters](index=70&type=section&id=XIII.%20Explanation%20of%20Other%20Significant%20Matters) The company has no other significant matters requiring explanation - The company has no other significant matters requiring explanation[131](index=131&type=chunk) [Section VI Share Changes and Shareholder Information](index=71&type=section&id=Section%20VI%20Share%20Changes%20and%20Shareholder%20Information) [I. Share Capital Changes](index=71&type=section&id=I.%20Share%20Capital%20Changes) During the reporting period, the company's total share capital increased from **120.89 million shares** to **158.29 million shares**, primarily due to a capital reserve conversion and the first vesting period of the 2023 restricted stock incentive plan [1. Table of Share Changes](index=71&type=section&id=1.%20Table%20of%20Share%20Changes) During the reporting period, restricted shares increased by **15.91 million**, unrestricted shares increased by **21.48 million**, and total shares increased by **37.39 million**, reaching **158.29 million shares** Table of Share Changes | | Quantity Before This Change | Percentage Before This Change (%) | Increase/Decrease in This Change (+,-) Capital Reserve Conversion | Increase/Decrease in This Change (+,-) Other | Subtotal Increase/Decrease in This Change (+,-) | Quantity After This Change | Percentage After This Change (%) | | :--- | :--- | :--- | :--- | :--- | :--- | :--- | :--- | | I. Restricted Shares | 53,038,032 | 43.87 | 15,911,410 | 0 | 15,911,410 | 68,949,442 | 43.56 | | II. Unrestricted Tradable Shares | 67,854,793 | 56.13 | 20,356,438 | 1,124,656 | 21,481,094 | 89,335,887 | 56.44 | | III. Total Shares | 120,892,825 | 100.00 | 36,267,848 | 1,124,656 | 37,392,504 | 158,285,329 | 100.00 | [2. Explanation of Share Changes](index=72&type=section&id=2.%20Explanation%20of%20Share%20Changes) The increase in total share capital was primarily due to the 2024 profit distribution plan, which converted capital reserves into **36.27 million shares**, and the vesting of **1.12 million** restricted shares from the 2023 equity incentive plan - The company's 2024 profit distribution plan was implemented, converting capital reserves to issue **3 shares for every 10 shares** to all shareholders, increasing total share capital from **120.89 million shares** to **157.16 million shares**[135](index=135&type=chunk) - The first vesting period of the initial grant under the company's 2023 restricted stock incentive plan was completed, vesting **1,124,656 shares** to **322 incentive recipients**, increasing total share capital from **157.16 million shares** to **158.29 million shares**[136](index=136&type=chunk) [(II) Changes in Restricted Shares](index=72&type=section&id=%28II%29%20Changes%20in%20Restricted%20Shares) During the reporting period, the total number of restricted shares increased from **53.04 million** to **68.95 million**, mainly due to capital reserve conversion; major shareholders like Wuxi Taclink Industrial Investment Partnership, Qian Mingying, Lan Yichao, Shen Liang, Gui Sang, Qu Jianping, and Zhang Shao all saw corresponding increases in their restricted shares Changes in Restricted Shares | Shareholder Name | Restricted Shares at Beginning of Period | Restricted Shares Increased During Reporting Period | Restricted Shares at End of Reporting Period | Reason for Restriction | | :--- | :--- | :--- | :--- | :--- | | Wuxi Taclink Industrial Investment Par

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无锡市德科立光电子技术股份有限公司 2025 年度提质增效重回报专项行动方案的半年度 评估报告 为深入贯彻落实科创板上市公司"提质增效回报"专项行动的倡议，践行以 投资者为本的理念，推动上市公司持续优化经营、规范治理和积极回报投资者， 大力提高上市公司质量，助力信心提振、资本市场稳定和经济高质量发展，无锡 市德科立光电子技术股份有限公司（以下简称"公司"）于 2025 年 4 月 25 日发 布了《无锡市德科立光电子技术股份有限公司 2025 年度"提质增效重回报"行 动方案》（以下简称"行动方案"），现将 2025 年上半年行动方案的实施情况报告 如下： 一、聚焦主业，提升经营质量 2025 年上半年，公司实现营业收入 43,335.53 万元，较上年同期增长 5.93%； 实现归属于上市公司股东的净利润 2,809.37 万元，较上年同期下降 48.17%，实 现归属上市公司股东的扣除非经常性损益的净利润 1,911.15 万元，较上年同期下 降 48.23%。尽管面临阶段性挑战，公司坚持高质量经营，实现业务持续突破： 公司聚焦算力领域，持续加码研发投入，通过三大产品线迭代升级强化技术壁垒， 夯实核心竞争 ...