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重大利好,今天生效!A股下半年怎么走?最新研判
Mei Ri Shang Bao· 2025-06-16 07:51
今日(6月16日)为A股系列指数定期例行调整的生效日。A股上午低开高走,截至午间收盘,三大股指集体飘红,上证指数上涨0.05%,深证成指上涨 0.13%,创业板指上涨0.37%。 值得一提的是,此次调入的指数样本股企业多来自信息技术、高端装备制造、生物医药、新能源等行业。业内人士表示,此次大规模样本调整,精准映射 我国经济从"量"向"质"的结构性转型。调整后,更加聚焦实体经济转型升级与科技创新领域,直接引导资金流向高成长性领域,强化资本市场服务新质生 产力的资源配置功能。 重大调整,来了! 中国首席经济学家论坛理事杨德龙认为,其实交易所和指数公司调整样本股是常规操作,对于投资者来说,还是要综合考虑企业的基本面、行业发展趋 势、市场环境等多方面因素,做出理性投资决策,避免盲目跟风或过度追逐短期热点。另外,对于被调出指数样本股的企业并不意味着丧失投资价值。 今日起正式实施 近日,沪深交易所和中证指数有限公司纷纷发布重要指数样本股调整公告,包括深证成指、创业板指、上证50、上证180、沪深300、中证500等指数样本 股都将进行调整,今日(6月16日)起正式实施。 指数样本股调整是什么?简单来说,就是指数编制机构根 ...
德科立: 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
Zheng Quan Zhi Xing· 2025-06-12 08:18
Group 1 - The company has completed the registration change and obtained a new business license following the approval of the board of directors to change the registered capital and amend the articles of association [1] - The registered capital of the company is now 157.160673 million yuan [1] - The company operates in the field of optoelectronic products, including technology development, manufacturing, and sales of optical amplifiers, optical modules, and high-speed optoelectronic chips [1] Group 2 - The company was established on January 31, 2000, and is located in the Wuxi New District Science and Technology Industrial Park [1] - The company is classified as a joint-stock company and is involved in various business activities, including telecommunications and data center system integration [1] - The legal representative of the company is Gui Sang [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
2025-06-12 07:45
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6月9 日召开第二届董事会第十二次会议,审议通过了《关于变更注册资本及修订<公 司章程>并办理工商变更登记的议案》。根据2024年年度股东会授权,本次变更 公司注册资本、修订《公司章程》事项仅需公司董事会审议,无需提交股东会审 议。 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术股份有限公司 证券代码:688205 证券简称:德科立 公告编号:2025-023 无锡市德科立光电子技术股份有限公司 统一社会信用代码:913202137186955428 类型:股份有限公司(上市、自然人投资或控股) 法定代表人:桂桑 注册资本:15716.0673万元整 承包,并提供测试及技术咨询服务;自营和代理各类商品及技术的进出口(国家 限定公司经营或禁止进出口的商品和技术除外);经营进料加工和"三 ...
【大涨解读】CPO:台积电、博通等巨头CPO获积极进展,有望成未来数据互联互通最佳方案
Xuan Gu Bao· 2025-06-12 03:03
Core Viewpoint - The CPO (Co-Packaged Optics) technology is gaining traction in the optical communication sector, with significant stock price increases for companies involved in this field, indicating a growing market interest and potential investment opportunities [1][2]. Group 1: Stock Performance - Tianfu Communication (300394.SZ) saw a price increase of 12.12%, reaching 76.20, with a market capitalization of 591.2 billion [2]. - LianTe Technology (301205.SZ) experienced a 10.66% rise, with a current price of 80.47 and a market cap of 54.7 billion [2]. - Zhongji Xuchuang (300308.SZ) reported a 7.93% increase, with a price of 116.54 and a market cap of 1288.5 billion [2]. - Bochuang Technology (300548.SZ) increased by 6.35%, reaching 56.07, with a market cap of 150.5 billion [2]. - Dekeli (688205.SS) rose by 6.32%, with a price of 67.00 and a market cap of 59.1 billion [2]. - Guangxun Technology (002281.SZ) saw a 5.58% increase, with a price of 45.61 and a market cap of 352.6 billion [2]. Group 2: CPO Technology Developments - Broadcom announced the delivery of the Tomahawk 6 (TH6) switch chip, which supports both conventional and CPO versions [3]. - TSMC is accelerating its co-packaged optical technology, expecting to have production lines ready by June 2025, with small-scale production in the second half of 2025 and mass production starting in 2026 [3]. - NVIDIA introduced co-packaged optical switches at the GTC conference, with InfiniBand CPO expected to launch in the second half of 2025 and Ethernet CPO planned for the second half of 2026 [3]. Group 3: Market Insights - CPO technology enables miniaturization and integration of high-speed optical modules, reducing chip packaging size and improving system integration [4]. - The technology facilitates direct connections from CPUs and GPUs to various devices, enhancing resource pooling and memory disaggregation while minimizing signal transmission loss and power consumption [4]. - The CPO market generated approximately $3.8 million in revenue in 2022, projected to reach $2.6 billion by 2033, with a compound annual growth rate (CAGR) of 46% from 2022 to 2033 and 80% from 2028 to 2033 [5].
A股算力板块盘初走强,光模块、PCB方向领涨,天孚通信涨超10%,中际旭创、德科立、腾景科技、光迅科技、沪电股份等跟涨。
news flash· 2025-06-12 01:51
Group 1 - The A-share computing power sector showed strength at the beginning of trading, with optical modules and PCB sectors leading the gains [1] - Tianfu Communication surged over 10%, indicating strong market interest and performance [1] - Other companies such as Zhongji Xuchuang, Dekeli, Tengjing Technology, Guangxun Technology, and Hudian Co. also experienced upward movement in their stock prices [1]
通信行业资金流出榜:新易盛、中国联通等净流出资金居前
Zheng Quan Shi Bao Wang· 2025-06-11 14:16
Market Overview - The Shanghai Composite Index rose by 0.52% on June 11, with 28 out of the 31 sectors experiencing gains. The top-performing sectors were non-ferrous metals and agriculture, forestry, animal husbandry, and fishery, with increases of 2.21% and 2.02% respectively [1] - Conversely, the sectors that saw declines included pharmaceuticals and biotechnology, telecommunications, and beauty care, with decreases of 0.41%, 0.28%, and 0.10% respectively. The telecommunications sector ranked second in terms of decline [1] Capital Flow Analysis - The net inflow of capital in the two markets was 1.506 billion yuan, with 14 sectors experiencing net inflows. The non-bank financial sector led with a net inflow of 4.469 billion yuan and a rise of 1.90%, followed by the automotive sector, which saw a 1.70% increase and a net inflow of 2.750 billion yuan [1] - In contrast, 17 sectors experienced net outflows, with the pharmaceuticals and biotechnology sector leading with a net outflow of 2.629 billion yuan. The basic chemicals sector followed with a net outflow of 1.909 billion yuan, along with significant outflows in telecommunications, electric equipment, and banking sectors [1] Telecommunications Sector Performance - The telecommunications sector declined by 0.28%, with a total net outflow of 1.359 billion yuan. Out of 127 stocks in this sector, 52 rose, including one that hit the daily limit, while 66 fell [2] - Notably, the stocks with the highest net inflows included Chutianlong, with a net inflow of 255 million yuan, followed by Hengbao and Yitong Century, with inflows of 116 million yuan and 44.586 million yuan respectively [2] - The stocks with the highest net outflows included Xinyi Sheng, with a net outflow of 435.88 million yuan, China Unicom with 174.598 million yuan, and Yongding with 120.577 million yuan [3]
德科立: 无锡市德科立光电子技术股份有限公司第二届监事会第十二次会议决议公告
Zheng Quan Zhi Xing· 2025-06-09 13:00
无锡市德科立光电子技术股份有限公司 第二届监事会第十二次会议决议公告 本公司监事会及全体监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。 证券代码:688205 证券简称:德科立 公告编号:2025-019 表决结果:同意 3 票,反对 0 票,弃权 0 票。 本议案无需提交股东会审议。 (二)审议通过《关于 2023 年限制性股票激励计划首次授予部分第一个归 属期符合归属条件的议案》 一、监事会会议召开情况 无锡市德科立光电子技术股份有限公司(以下简称"公司")第二届监事 会第十二次会议于 2025 年 6 月 9 日在公司会议室召开。本次会议的通知于 2025 年 6 月 6 日通过书面及电话等方式送达全体监事。本次会议应参加监事 3 名, 实际参加监事 3 名,会议由监事会主席陈英女士主持,本次会议的召集、召开 方式符合《公司法》等法律、行政法规、部门规章、规范性文件和《公司章程》 的规定。 二、监事会会议审议情况 (一)审议通过《关于调整 2023 年限制性股票激励计划相关事项及作废处 理部分限制性股票的议案》 经审议,监事会认为:鉴于公 ...
德科立: 无锡市德科立光电子技术股份有限公司监事会关于2023年限制性股票激励计划首次授予部分第一个归属期归属名单的核查意见
Zheng Quan Zhi Xing· 2025-06-09 13:00
Core Points - The supervisory board of Wuxi Dekeli Optoelectronics Technology Co., Ltd. has verified the list of 323 eligible participants for the first vesting period of the 2023 restricted stock incentive plan [1][2] - The performance assessment results for the 323 participants are compliant and genuine, with no instances of falsehood or concealment [1] - The eligibility of the participants meets the requirements set forth by relevant laws, regulations, and the company's articles of association [1] - The total number of restricted stocks to be vested for the eligible participants is 1,127,152 shares [2] - The supervisory board confirms that the matters comply with relevant legal and regulatory conditions and do not harm the interests of the company and its shareholders [2]
德科立(688205) - 无锡市德科立光电子技术股份有限公司关于2023年限制性股票激励计划首次授予部分第一个归属期符合归属条件的公告
2025-06-09 12:18
无锡市德科立光电子技术股份有限公司 证券代码:688205 证券简称:德科立 公告编号:2025-021 关于 2023 年限制性股票激励计划首次授予部分第一 个归属期符合归属条件的公告 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、准确性和完整性依法承担法律责任。 重要内容提示: 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 6 月 9 日召开第二届董事会第十二次会议、第二届监事会第十二次会议,审议通过 了《关于 2023 年限制性股票激励计划首次授予部分第一个归属期符合归属条件 的议案》,董事会认为公司 2023 年限制性股票激励计划(以下简称"本激励计 划")首次授予部分第一个归属期归属条件已经成就,同意按规定为符合条件的 323 名激励对象办理 112.7152 万股第二类限制性股票归属相关事宜,现就有关事 项说明如下: 一、股权激励计划批准及实施情况 (一)股权激励计划主要内容 1、激励方式:第二类限制性股票 2、授予数量(调整后):本激励计划授予限制性股票合计 309.01 万股,其 中,首次授予 281.7880 ...
德科立(688205) - 无锡市德科立光电子技术股份有限公司关于调整2023年限制性股票激励计划相关事项及作废处理部分限制性股票的公告
2025-06-09 12:18
证券代码:688205 证券简称:德科立 公告编号:2025-020 无锡市德科立光电子技术股份有限公司 关于调整 2023 年限制性股票激励计划相关事项 及作废处理部分限制性股票的公告 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、准确性和完整性依法承担法律责任。 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 6 月 9 日召开第二届董事会第十二次会议,审议通过了《关于调整 2023 年限制性 股票激励计划相关事项及作废处理部分限制性股票的议案》,现将有关事项说明 如下: 2、2023 年 12 月 30 日至 2024 年 1 月 8 日,公司对本次激励计划拟激励对 象名单在公司内部进行了公示。在公示期内,公司监事会未收到与本次激励计划 激励对象有关的任何异议。具体内容详见公司于 2024 年 1 月 9 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监 事会关于公司 2023 年限制性股票激励计划首次授予激励对象名单的公示情况说 明及核查意见》(公告编号:2024-002 ...