Core Viewpoint - The stock price of Dekoli (688205.SH) surged by 92.25% in August, rising from below 70 yuan to over 120 yuan per share, while major shareholders plan to reduce their holdings in the company [1][5]. Shareholder Reduction Plans - Major shareholders Qian Mingying and Shen Liang plan to reduce their holdings by a total of up to 2.9957% within three months [1]. - Qian Mingying plans to sell up to 680,000 shares, representing 0.4296% of the total shares, through block trading [2]. - Shen Liang intends to sell up to 4,061,811 shares, accounting for 2.5661% of the total shares, through a combination of centralized bidding and block trading [2]. Shareholder Background - Qian Mingying and Shen Liang are considered "old shareholders" who acquired their shares before the IPO [1][3]. - Together, they hold approximately 21.02 million shares, representing 13.2799% of the total share capital [3][4]. - Qian Mingying has reportedly made a profit of around 2 billion yuan from her investment over the past five years [4]. Financial Performance - In the first half of 2025, Dekoli reported a revenue of 433 million yuan, a year-on-year increase of 5.93% [5]. - However, the net profit attributable to shareholders decreased by 48.17% to approximately 28.09 million yuan due to structural demand slowdown in the traditional telecom transmission market [5]. - The company is facing significant operational pressure, attributed to strategic adjustments in product pricing and ongoing investments in production capacity [5][6]. Strategic Outlook - Despite short-term challenges, the company emphasizes its commitment to R&D, product iteration, and market expansion [6]. - Dekoli plans to accelerate the implementation of overseas projects and enhance production capacity to achieve significant revenue growth in the latter half of the year [6].

证券代码：688205 证券简称：德科立 公告编号：2025-048 无锡市德科立光电子技术股份有限公司 关于持股 5%以上股东及其一致行动人减持股份计 划公告 本公司董事会、全体董事及相关股东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： ? 大股东持有的基本情况 截至本公告披露日，无锡市德科立光电子技术股份有限公司（以下简称"公 司"）持股 5%以上股东钱明颖女士及其一致行动人沈良先生，合计持有公司股份 上述股份来源于公司首次公开发行前取得的股份以及公司实施资本公积转 增股本取得的股份，且已于 2025 年 8 月 11 日上市流通。 ? 减持计划的主要内容 近日，公司收到持股 5%以上股东钱明颖女士及其一致行动人沈良先生出具 的《股份减持计划告知函》，钱明颖女士和沈良先生因自身资金需求，计划自公 司公告本次减持计划之日起十五个交易日后的三个月内，即 2025 年 9 月 23 日至 不超过公司总股本 2.9957%的股票，即 4,741,811 股。 若公司在减持计划实施期间，发生派发红利、送红股、转增股本、增发新股 或 ...

Core Viewpoint - The company, Wuxi Taclink Optoelectronic Technology Co., Ltd., will participate in the 2025 semi-annual performance briefing for the semiconductor equipment and materials industry organized by the Shanghai Stock Exchange, focusing on investor concerns and financial results for the first half of 2025 [1][2]. Group 1: Meeting Details - The meeting is scheduled for September 10, 2025, from 15:00 to 17:00 [2][3]. - It will be held at the Shanghai Stock Exchange Roadshow Center, accessible online [2][3]. - The format of the meeting will be an interactive online session [2]. Group 2: Participation and Interaction - Investors can submit questions from September 3, 2025, to September 9, 2025, before 16:00 [3]. - Questions can be submitted through the Roadshow Center website or via the company's email [3]. - The company will address commonly asked questions during the briefing [2][3]. Group 3: Key Personnel - Key participants include Chairman Gui Sang, General Manager Qu Jianping, and other board members [2]. - The independent director, Cao Xinwei, will also be present [2]. Group 4: Contact Information - Investors can contact the company's securities affairs department at phone number 0510-85347006 or via email at info@taclink.com for inquiries [3]. - Post-meeting, the details and main content of the briefing will be available on the Shanghai Stock Exchange Roadshow Center website [3].

Company Announcements - DeXin Technology does not directly produce solid-state batteries [1] - Gujia Home intends to invest 1.124 billion yuan in the construction of a self-built base in Indonesia [1] - Samsung Medical signed a contract worth approximately 419 million yuan for an intelligent meter project in Egypt [1] - Keli Sensor plans to acquire 45% equity in Huahong Technology for 122 million yuan [1] - Huaen Technology has repurchased a total of 6.42% of its shares [1] Operational Data - BYD's total sales of new energy vehicles reached 373,600 units in August [1][2] - Great Wall Motors reported total sales of 115,558 units in August, a year-on-year increase of 22.33% [1][2] - Hubei Energy completed a power generation volume of 5.020 billion kilowatt-hours in August, a year-on-year increase of 22.05% [2] - Hanma Technology sold 1,051 trucks in August, a year-on-year increase of 58.05% [2] Shareholding Changes - Shareholder Itochu Asia of Shengtai Group plans to reduce its stake by no more than 3% [1][2] - Qian Mingying and his concerted actor Shen Liang of Dekeli plan to reduce their holdings by a total of no more than 2.9957% [1][3] - Suzhou Shunwei intends to reduce its stake in Longqi Technology by no more than 4.09% [1][3] Other Developments - Tianqi Co., Ltd. signed a strategic cooperation framework agreement with Yiwei Lithium Energy [1][3] - Yibin Technology received a project designation notice from a domestic new energy vehicle company [1][3]

Summary of Key Points Core Viewpoint - On September 1, Guizhou Moutai disclosed an increase in shareholding, while 18 A-share listed companies announced share reductions by their shareholders [1][3]. Group 1: Guizhou Moutai - The controlling shareholder of Guizhou Moutai increased their holdings by 67,800 shares [3]. Group 2: Share Reduction Announcements - Jinli Technology: Shareholder Wang Gangjuan plans to reduce holdings by up to 978,200 shares [3]. - New Agricultural Shares: Shareholder Dai Jingu intends to reduce holdings by up to 1,050,000 shares [3]. - Weima Agricultural Machinery: Chongqing Baoxia plans to reduce holdings by up to 0.98% of the company [3]. - Jiaman Apparel: Shareholder Shenzhen Jiaqiao plans to reduce holdings by up to 0.28238% [3]. - Fangyuan Shares: Shareholder Wuzhong Yuanding plans to reduce holdings by up to 3% [3]. - Kesi Technology: Liang Hongjian intends to reduce holdings by up to 3% [3]. - Shengtai Group: Itochu Asia plans to reduce holdings by up to 3% [3]. - Tenglong Shares: Jiang Yilin reduced holdings by 250,000 shares on August 28 [3]. - Haojiang Intelligent: Shareholder Nanjing Fuhua plans to reduce holdings by up to 1,500,000 shares [3]. - Dekeli: Shareholders holding over 5% plan to reduce holdings by up to 2.9957% [3]. - Yaxiang Integration: Shareholder plans to reduce holdings by up to 0.54% [3]. - Zhonglun New Materials: Shareholder plans to reduce holdings by up to 1% of total share capital [3]. - Juhualong: Shareholder Dongtai Juhua Ying plans to reduce holdings by up to 1% [3]. - Yidamo: Shareholder Qingyuan China plans to reduce holdings by up to 1% [3]. - Zhongtie Dingye: Shareholder Zhongyuan Equity commits not to reduce holdings within 36 months [3]. - Jinghua Laser: Directors and senior management plan to reduce holdings by up to 1,434,200 shares [3]. - Haotaitai: Shareholder Hou Pengde plans to reduce holdings by up to 0.8698% [3]. - Longqi Technology: Shareholder Suzhou Shunwei plans to reduce holdings by up to 4.09% [3].

Group 1: BYD Performance - BYD's August sales of new energy vehicles reached 373,600 units, nearly unchanged from 373,100 units in the same month last year [1] - Cumulative sales from January to August totaled 2.864 million units, representing a year-on-year growth of 23% [1] - BYD plans to export a total of 80,813 new energy vehicles by August 2025 [1] Group 2: Kweichow Moutai Shareholding - Kweichow Moutai's controlling shareholder, Moutai Group, increased its stake by 67,821 shares on September 1, 2025, accounting for 0.0054% of the total share capital [2] - The increase amounted to 100 million yuan and is part of a larger plan to buy back between 3 billion and 3.3 billion yuan worth of shares from September 1, 2025, to February 28, 2026 [2] Group 3: Chengdu Huamei Chip Development - Chengdu Huamei announced the successful launch of a 4-channel, 12-bit, 40G high-speed, high-precision RF direct sampling ADC chip [3] - The chip improves upon existing multi-channel high-speed ADCs, achieving international leading standards and filling a gap in similar products [3] - The company has received intention orders after sending samples to several clients [3] Group 4: Industrial Fulian Share Buyback - Industrial Fulian has repurchased a total of 7.6974 million shares, representing 0.04% of its total share capital, as of August 31, 2025 [6] - The highest repurchase price was 19.84 yuan per share, while the lowest was 18.40 yuan per share, with a total expenditure of 147 million yuan [6] Group 5: Innovative Drug Approval by Hengrui Medicine - Hengrui Medicine received conditional approval from the National Medical Products Administration for its innovative drug, SHR2554 tablets, aimed at adult patients with relapsed or refractory peripheral T-cell lymphoma [7] - This drug is noted as China's first independently developed EZH2 inhibitor [7] Group 6: Yonghui Supermarket Fundraising Adjustment - Yonghui Supermarket announced adjustments to its plan for issuing A-shares to specific investors, reducing the total fundraising amount from a maximum of 3.992 billion yuan to 3.114 billion yuan [8] - The adjustments primarily affect the funding amounts for store upgrades and working capital or bank loan repayments [8] Group 7: Automotive Sales Performance - SAIC Motor's vehicle sales in August reached 363,400 units, reflecting a year-on-year increase of 41.04% [9] - Great Wall Motors reported August sales of 115,600 units, marking a year-on-year growth of 22.33% [12] - Dong'an Power's engine sales in August increased by 3.44% year-on-year [12]

格隆汇9月1日丨德科立(688205.SH)公布，公司收到持股5%以上股东钱明颖女士及其一致行动人沈良先 生出具的《股份减持计划告知函》，钱明颖女士和沈良先生因自身资金需求，计划自公司公告本次减持 计划之日起十五个交易日后的三个月内，即2025年9月23日至2025年12月22日，按照市场价格通过大宗 交易或集中竞价交易方式减持合计不超过公司总股本2.9957%的股票，即4,741,811股。 ...

证券代码：688205 证券简称：德科立 公告编号：2025-048 无锡市德科立光电子技术股份有限公司 关于持股 5%以上股东及其一致行动人减持股份计 划公告 本公司董事会、全体董事及相关股东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： 大股东持有的基本情况 截至本公告披露日，无锡市德科立光电子技术股份有限公司（以下简称"公 司"）持股 5%以上股东钱明颖女士及其一致行动人沈良先生，合计持有公司股份 21,020,165 股，占公司总股本的 13.2799%。 上述股份来源于公司首次公开发行前取得的股份以及公司实施资本公积转 增股本取得的股份，且已于 2025 年 8 月 11 日上市流通。 减持计划的主要内容 | 股东身份 | 控股股东、实控人及一致行动人 | | □是 | √否 | | --- | --- | --- | --- | --- | | | 直接持股 | 5%以上股东 | √是 | □否 | | | 董事、监事和高级管理人员 | | □是 | √否 | | | 其他：无 | | | | | 持股数量 | 1 ...

Group 1 - The core point of the announcement is that shareholders Qian Mingying and Shen Liang plan to reduce their holdings in Dekoli due to funding needs, with a total reduction of up to 474.18 million shares, representing 2.9957% of the total shares [1] - As of the disclosure date, Qian Mingying and Shen Liang collectively hold 21.0202 million shares, accounting for 13.2799% of the total shares [1] - Qian Mingying intends to reduce holdings through block trading by up to 680,000 shares, which is 0.4296% of the total shares [1] Group 2 - Shen Liang plans to reduce holdings through centralized bidding by up to 1.58 million shares and block trading by up to 2.4818 million shares, representing a total of 2.5661% of the total shares [1]

Group 1: Market Performance - On September 1, stocks of "Yizhongtian" (Xinyi Sheng, Zhongji Xuchuang, Tianfu Communication) and "Dehua" (Dekeli, Huagong Technology) reached historical highs, leading the CPO and optical communication module sectors [1] - Zhongji Xuchuang saw a price increase of 14.42%, peaking at nearly 414 yuan; Xinyi Sheng rose over 9%, reaching nearly 400 yuan; Tianfu Communication increased by 11.90%, with a peak above 225 yuan [1] - The trading volumes for Xinyi Sheng and Zhongji Xuchuang were 24.7 billion yuan and 23.2 billion yuan, respectively, ranking just behind Hanwujing at 25.07 billion yuan [1] Group 2: Financial Performance - Alibaba's Q1 FY2026 report indicated a capital expenditure of 38.6 billion yuan for "AI + Cloud," a 220% year-on-year increase, with AI-related product revenue growing for eight consecutive quarters [3] - Hanwujing reported significant revenue growth and improved net profit margins, indicating strong downstream demand and advantages of a light asset model [3] - New Yisheng's net profit surged by 355.86% to 3.942 billion yuan, while Zhongji Xuchuang's net profit increased by 69.40% to 3.995 billion yuan, and Tianfu Communication's net profit rose by 37% to 899 million yuan [4] Group 3: Industry Outlook - The domestic and international computing power industry is experiencing positive synergy, with expectations for increased demand for domestic computing power driven by investments from internet giants and accelerated production of domestic AI chips [4] - The CPO technology is recognized as a mainstream product form for high-speed optical communication, significantly reducing power consumption and costs [5] - Companies involved in CPO/OIO development, such as FAU, MPO, and CW laser manufacturers, are expected to maintain their competitive advantages in the CPO/OIO field [5]