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CPO概念再度爆发 仕佳光子、中际旭创等续创新高
CPO概念18日盘中大幅走高,截至发稿,德科立、腾景科技20%涨停,仕佳光子、锐捷网络涨超19%, 剑桥科技涨停,中际旭创涨超9%。值得注意的是,腾景科技、仕佳光子、中际旭创等盘中均创出历史 新高。 中信建投证券指出,相较于传统的云计算网络,AI训练组网由叶脊架构向胖树架构转变,交换机和光 模块数量大幅提升,且随着通信数据量的增加,对光模块的速率要求也更高。800G光模块2023年开始 放量,2024年—2026年都保持高速增长;1.6T光模块2025年开始出货,2026年有望放量,整个光模块产 业链迎来量价齐升的景气周期。 (文章来源:证券时报网) 行业方面,在AI数据中心中,越来越多的客户倾向于选择更大带宽的网络硬件。带宽越大,单位bit传 输的成本更低、功耗更低及尺寸更小。800G光模块的高增速已经能够反映出AI对于带宽迫切的需求, 其在2022年底开始小批量,2023年和2024年的出货量都大幅增长。而AI对于带宽的需求是没有极限 的,得益于网络较高的性价比,1.6T光模块有望加速应用。 ...
算力硬件股持续走高 腾景科技20CM涨停
Xin Lang Cai Jing· 2025-08-18 02:05
Group 1 - The core viewpoint highlights a significant rise in the stock prices of computing hardware companies, particularly in sectors like CPO and copper connections [1] - Tengjing Technology experienced a 20% limit-up in stock price, indicating strong market interest and investor confidence [1] - Other companies such as Dekeli, Ruijie Network, Yidong Electronics, and Zhongfu Circuit saw stock increases exceeding 10%, reflecting a broader positive trend in the industry [1] Group 2 - Fangzheng Technology also hit the limit-up, showcasing robust performance among technology stocks [1] - Companies like Xingwang Ruijie, Cambridge Technology, Bomin Electronics, Guangku Technology, and Shenglan Co. experienced stock price increases of over 5%, further indicating a bullish sentiment in the computing hardware sector [1]
通信设备板块8月13日涨6.06%,光库科技领涨,主力资金净流入24.8亿元
Market Overview - On August 13, the communication equipment sector rose by 6.06% compared to the previous trading day, with Guangku Technology leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Top Gainers in Communication Equipment Sector - Guangku Technology (300620) closed at 79.30, up 20.01% with a trading volume of 281,600 shares and a transaction value of 2.204 billion [1] - Xinyi Technology (300502) closed at 236.56, up 15.45% with a trading volume of 601,100 shares and a transaction value of 13.529 billion [1] - Dingtong Technology (688668) closed at 115.36, up 13.10% with a trading volume of 111,200 shares [1] - Other notable gainers include Zhongji Xuchuang (300308) up 11.66%, Jiexun Feihong (300213) up 10.79%, and Tefa Information (000070) up 10.02% [1] Market Capital Flow - The communication equipment sector saw a net inflow of 2.48 billion from institutional investors, while retail investors experienced a net outflow of 6.38 billion [2] - The top stocks by net inflow from institutional investors include Tianfu Communication (300394) with a net inflow of 619 million, and ZTE Corporation (000063) with a net inflow of 313 million [3] Underperformers in Communication Equipment Sector - Dayhai Intelligent (002313) closed at 12.81, down 5.67% with a trading volume of 907,500 shares and a transaction value of 1.187 billion [2] - ST Gaohong (000851) closed at 1.90, down 5.00% with a trading volume of 13,900 shares [2] - Other underperformers include Cheng Tian Wei Ye (300689) down 4.73% and ST Lu Tong (300555) down 1.67% [2]
视频|四龙头寄语中国光芯片,核心关键词是“自主创新”
Core Viewpoint - The future of China's optical chip industry is centered around independent innovation and the development of core competitiveness to lead the industry forward [2]. Group 1 - The Deputy General Manager of Shijia Photonics, Huang Yongguang, emphasized that independent innovation aims to lead the era and drive development [2]. - Guisang, Chairman of Dekeli, stated the importance of original technology as the core to build competitive advantages and contribute to industry growth [2]. - Min Dayong, Chairman and General Manager of Changguang Huaxin, reiterated the commitment to independent innovation to create a new era [2]. - Cheng Shuo, Deputy General Manager of Yuanjie Technology, highlighted the goal of using independent innovation to illuminate the digital world with Chinese chips [2].
A股CPO概念股走强,新易盛涨超5%
Ge Long Hui A P P· 2025-08-11 02:13
Group 1 - The CPO concept stocks in the A-share market have shown strong performance, with notable increases in share prices for several companies [1] - Dekoli (688205) saw an increase of 8.37%, with a total market capitalization of 11 billion [2] - Xinyi Sheng (300502) rose by 5.83%, with a market cap of 191.7 billion and a year-to-date increase of 134.60% [2] - Hengtong Optic-Electric (600487) and Woge Optic-Electric (603773) both increased by over 4%, with market caps of 43.9 billion and 7.288 billion respectively [2] - Other companies such as Fenghuo Communication (600498), Zhongji Xuchuang (300308), and Lixun Precision (002475) also experienced gains of over 3% [1][2] Group 2 - The MACD golden cross signal has formed, indicating a positive trend for these stocks [1]
视频 | 德科立桂桑:工程师曾被以10倍20倍薪酬挖角,团队依然稳固
Core Viewpoint - The chairman of Dekoli, Gui Sang, emphasized the stability and loyalty of the company's team over the past two decades, despite competitive offers from other companies [2]. Company Summary - Dekoli was established in 2000 and has maintained a stable team for over twenty years [2]. - The company has faced challenges, including periods of poor operational performance, yet its employees have remained committed [2]. - There have been instances where engineers were approached by competitors with offers of 10 to 20 times their current salaries, but the team has not wavered in their loyalty [2].
德科立桂桑:不盲目跟随,力求底层创新和解决关键瓶颈问题
Core Viewpoint - The chairman of Dekoli, Gui Sang, emphasizes the rapid progress of China's optical chip industry and the importance of establishing an independent technological framework to enhance competitiveness in the global market [1][4][5]. Company Overview - Dekoli has never reported a loss since its establishment in 2000, maintaining stable operating profits, which supports its continuous innovation efforts [1][8]. - The company focuses on two types of chips: those that are unavailable in the market and those that are globally unique [3]. Investment Strategy - In the past five years, Dekoli has directly invested in five optical chip companies and indirectly invested in over ten semiconductor-related firms through an investment platform [3]. - The company aims to fulfill its industrial capital responsibilities while achieving technological advancements [3]. Technological Development - Dekoli has made significant achievements in optical technology, including being the first to apply thin-film lithium niobate chip technology in a single-wave 100G long-distance optical module in 2019 [3]. - The company plans to focus on key technological areas such as broadband light sources, optical amplification, and waveguide optical switching [1][7][8]. Industry Perspective - The optical communication industry is characterized as a truly global sector, necessitating an international standard and a global perspective for competitiveness [4][5]. - Gui Sang categorizes the evolution of optical communication into three eras: telecommunications, big data, and the current artificial intelligence era, predicting a 200-fold increase in computing power demand over the next decade [5][6]. Global Expansion - Dekoli has established a global presence with headquarters in Singapore, R&D in Canada, and manufacturing in Thailand, aiming to create an integrated global value chain [6]. - The company seeks to attract global talent and embrace international markets to enhance its competitiveness [6]. Research and Development Focus - Dekoli prioritizes R&D without blind investment, with a five-year annual growth rate of 38% in R&D spending, although it remains a small percentage of overall revenue [8]. - The company emphasizes original technology and aims to contribute to the industry while developing its core competencies [8].
德科立股价小幅回落 公司完成工商变更登记手续
Jin Rong Jie· 2025-08-07 17:56
Group 1 - The stock price of Dekoli closed at 64.99 yuan on August 7, down 1.22% from the previous trading day [1] - The trading volume on that day reached 538 million yuan, with a turnover rate of 9.16% [1] - Dekoli's main business involves the research, production, and sales of optoelectronic devices, primarily used in the optical communication field [1] Group 2 - On August 7, the company announced the completion of industrial and commercial change registration procedures and obtained a new business license [1] - The changes involved adjustments to the company's registered address and the cancellation of the supervisory board [1]
德科立(688205) - 无锡市德科立光电子技术股份有限公司关于完成工商变更登记并换发营业执照的公告
2025-08-07 08:00
证券代码:688205 证券简称:德科立 公告编号:2025-038 无锡市德科立光电子技术股份有限公司 关于完成工商变更登记并换发营业执照的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 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7月 14日、2025年7月30日分别召开第二届董事会第十四次会议和2025年第一次临时 股东会,审议通过了《关于变更注册地址、取消监事会暨修订<公司章程>并办 理工商变更登记的议案》,同意公司变更注册地址、取消监事会、修订《无锡市 德科立光电子技术股份有限公司章程》。具体内容详见公司于2025年7月15日在 上海证券交易所网站(www.sse.com.cn)披露的《无锡市德科立光电子技术股份 有限公司关于变更注册地址、取消监事会、修订<公司章程>并办理工商变更登 记、修订及制定部分公司治理制度的公告》(公告编号:2025-030)。 近日,公司已完成变更登记和备案手续,并取得了无锡市数据局换发的《营 业执照》,变更后的相关工商登记信息如下: 名称:无锡市德科立光电子技 ...
德科立股价下跌2.08% 董事长桂桑谈光芯片技术布局
Jin Rong Jie· 2025-08-06 19:04
Group 1 - The stock price of Dekoli is reported at 65.79 yuan, down 1.40 yuan or 2.08% from the previous trading day, with a trading volume of 3.79 billion yuan [1] - Dekoli operates in the optical optoelectronics sector, focusing on the research, production, and sales of optical communication devices and modules, particularly in high-speed, long-distance optical communication technology [1] - The chairman of Dekoli, Gui Sang, stated that the company holds a unique position in the high-speed optical module field and has invested directly in five optoelectronic chip companies over the past five years, while also indirectly investing in several semiconductor-related companies to promote domestic substitution [1] Group 2 - On August 6, Dekoli experienced a net outflow of main funds amounting to 35.42 million yuan, representing 0.6% of its circulating market value, with a cumulative net outflow of 106 million yuan over the past five days, accounting for 1.81% of its circulating market value [1]