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技术、生态、现金流,科创板光芯片企业高管在沪研讨
Core Viewpoint - The domestic optical chip industry is rapidly developing, driven by increasing demand for data transmission bandwidth and computing power, with significant advancements in technology and production capabilities [2][5]. Industry Development - The optical communication industry in China has entered a rapid growth phase, with domestic optical chip supply chains covering design, epitaxy, manufacturing, and testing [2]. - Companies are focusing on R&D investments to achieve self-sufficiency in key optical communication chips, including DFB, EML, and APD [2]. Company Highlights - **DecoLi**: Achieved breakthroughs in thin-film lithium niobate chips and O-Band semiconductor optical amplifier chips, securing overseas sample orders for silicon-based optical waveguide high-speed optical switches [2]. - **Changguang Huaxin**: Launched high-performance optical communication chip products, including 100G EML and 200G EML, with ongoing production and sample deliveries [3]. - **Shijia Photon**: Made significant advancements in passive optical chips and laser chips, breaking foreign technology monopolies and focusing on high-speed optical communication systems [3][6]. - **Yuanjie Technology**: Completed customer validation for 100G PAM4 EML and CW 100mW chips, with over one million units of 400G/800G silicon optical module chips shipped [4]. Market Strategy - Companies emphasize the importance of continuous R&D investment, global ecological chain collaboration, and flexible product strategies to navigate industry cycles and international competition [5][6]. - DecoLi adopts a dual-driven strategy focusing on self-research and industrial collaboration, targeting high-end optical components and expanding overseas customer channels [5][7]. - Changguang Huaxin leverages its IDM model to integrate materials, chip design, wafer manufacturing, and testing, enhancing its global market influence [6][7]. Global Expansion - The competition in the global optical chip market is intensifying, prompting Chinese companies to enhance their international competitiveness through technology innovation and capital operations [7][8]. - DecoLi has established a global integrated strategy with operations in Singapore, Canada, and Thailand, focusing on emerging fields like satellite laser communication and 6G [7]. - Shijia Photon is expanding its overseas manufacturing capabilities and targeting new applications such as gas sensing and quantum communication [8]. - Yuanjie Technology aims to enhance its global competitiveness by focusing on high-end technology breakthroughs and expanding its customer base internationally [8].
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
2025-07-01 08:00
证券代码:688205 证券简称:德科立 公告编号:2025-027 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6月 27日召开第二届董事会第十三次会议,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年第二次临时股东大会授权, 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: 法定代表人:桂桑 注册资本:15828.5329万元整 成立日期:2000年01月31日 住所:无锡市新区科技产业园93号-C地块 经营范围:光电子产品、光纤放大器、光模块、子系统、光器件、高速光电 收发芯片的技术开发、技术服务、制造、销售;通讯、数据中心系统集成及工程 承包,并提供测试及技术咨询服务;自营和代理各类商品及 ...
股市必读:德科立(688205)6月27日主力资金净流入929.91万元,占总成交额1.57%
Sou Hu Cai Jing· 2025-06-29 20:05
Group 1 - The stock price of Dekoli (688205) closed at 62.99 yuan on June 27, 2025, with an increase of 4.46% and a turnover rate of 10.74% [1] - The trading volume was 95,900 shares, with a total transaction amount of 591 million yuan [1] - On June 27, the net inflow of main funds was 9.2991 million yuan, accounting for 1.57% of the total transaction amount [2][5] Group 2 - Dekoli's second board meeting on June 27, 2025, approved the proposal to change the registered capital and amend the company's articles of association [2] - The registered capital was changed from 157.160673 million yuan to 158.285329 million yuan, and the total share capital was adjusted accordingly [3] - The company completed the share registration procedures on June 23, 2025, with a total of 158,285,329 shares post-adjustment [3]
德科立: 无锡市德科立光电子技术股份有限公司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公告
Zheng Quan Zhi Xing· 2025-06-27 16:15
Group 1 - The company has approved a change in registered capital and amendments to its Articles of Association during the board meeting held on June 27, 2025 [1][2] - The registered capital after the change is RMB 158,285,329, with a total share capital of 158,285,329 shares [2] - The company received a total of RMB 20,974,834.40 from 322 restricted stock incentive participants, with RMB 1,124,656 allocated to share capital and RMB 19,850,178.40 to capital reserves [1][2] Group 2 - The amendments to the Articles of Association include changes to the registered capital and total share capital clauses, while other provisions remain unchanged [2] - The board of directors is authorized to handle all matters related to the stock incentive plan, including necessary applications and registrations, without needing further shareholder approval [2]
德科立(688205) - 无锡市德科立光电子技术股份有限公司章程修正案
2025-06-27 08:15
无锡市德科立光电子技术股份有限公司 章程修正案 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 27 日召开第二届董事会第十三次会议,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》。鉴于公司 2023 年限制性股票激励 计划首次授予部分第一个归属期的股份登记手续已完成,公司注册资本、股本总 数已发生相应变化,公司董事会根据公司 2024 年第二次临时股东大会的授权, 结合注册资本变更的实际情况,对《公司章程》修正如下: | 序 号 | | | | | 原章程条款 | | | | | | | | | | | | | 修订后章程条款 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 第 六 条 | | 公 | 司 | 注 | | 册 | 资 | 本 | 为 | 人 ...
德科立(688205) - 无锡市德科立光电子技术股份有限公司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公告
2025-06-27 08:15
证券代码:688205 证券简称:德科立 公告编号:2025-026 无锡市德科立光电子技术股份有限公司 关于变更注册资本及修订《公司章程》并办理工商变 更登记的公告 | 序 号 | | | | 原章程条款 | | | | | | | | | | | | | 修订后章程条款 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 第 | 六 | 条 | 公 司 注 | | 册 | 资 | 本 | 为 | 人 民 | 币 | 第 | 六 | 条 | 公 | 司 | 注 | 册 | 资 | 本 | 为 | | 人 | | 币 | 民 | | | 15,716.0673 | | | 万元。 | | | | | | | | 15,828.5329 | | | 万元。 | | | | | | | | ...
德科立(688205) - 无锡市德科立光电子技术股份有限公司第二届董事会第十三次会议决议公告
2025-06-27 08:15
第二届董事会第十三次会议决议公告 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个别及连带责任。 证券代码:688205 证券简称:德科立 公告编号:2025-025 无锡市德科立光电子技术股份有限公司 本议案无需提交股东会审议。 特此公告。 一、董事会会议召开情况 无锡市德科立光电子技术股份有限公司董事会 无锡市德科立光电子技术股份有限公司(以下简称"公司")第二届董事会 第十三次会议于 2025 年 6 月 27 日在公司会议室召开。本次会议的通知于 2025 年 6 月 24 日通过书面及电话等方式送达全体董事。本次会议应参加董事 9 名, 实际参加董事 9 名,会议由董事长桂桑先生主持,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。 2025 年 6 月 28 日 二、董事会会议审议情况 (一)审议通过《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》 具体内容详见公司同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 ...
德科立: 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归属结果暨股份上市的公告
Zheng Quan Zhi Xing· 2025-06-24 16:44
Core Points - The announcement details the first vesting results of the 2023 restricted stock incentive plan for Wuxi Dekeli Optoelectronic Technology Co., Ltd, with a total of 1,124,656 shares to be listed for trading on June 30, 2025 [1][6][10] Group 1: Stock Incentive Plan Details - The stock type is equity incentive shares, with the subscription method being offline [1] - The decision-making process for the stock vesting was approved by the board and the supervisory committee, with no objections raised during the public notice period [2][4] - The total number of shares granted in the first vesting period is 2,811,640, with 1,124,656 shares vesting [6][7] Group 2: Vesting and Shareholder Information - The number of individuals eligible for the vesting is 322, with the vesting shares coming from a directed issuance of A-shares [7] - The total share capital of the company increased from 157,160,673 shares to 158,285,329 shares following the vesting [9] - The company’s net profit for Q1 2025 was reported at 14,538,555.49 yuan, with a basic earnings per share of 0.12 yuan, which will be diluted due to the new shares [10]
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归属结果暨股份上市的公告
2025-06-24 09:02
第一个归属期归属结果暨股份上市的公告 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: 本次股票上市类型为股权激励股份;股票认购方式为网下,上市股数为 1,124,656股。 一、本次限制性股票归属的决策程序及相关信息披露 1、2023 年 12 月 29 日,公司召开第二届董事会第三次会议,审议通过了《关 于公司<2023 年限制性股票激励计划(草案)>及其摘要的议案》《关于公司<2023 年限制性股票激励计划实施考核管理办法>的议案》《关于提请股东大会授权董事 会办理股权激励相关事宜的议案》《关于提请召开公司 2024 年第二次临时股东大 会的议案》。 证券代码:688205 证券简称:德科立 公告编号:2025-024 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 本次股票上市流通总数为1,124,656股。 本次股票上市流通日期为2025 年 6 月 30 日。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司有关业务规则的规 ...
净流入A股第一!002463,涨停
新华网财经· 2025-06-18 09:31
Market Overview - On June 18, A-shares saw a slight increase in the three major indices, with the Shanghai Composite Index rising by 0.04%, the Shenzhen Component Index by 0.24%, and the ChiNext Index by 0.23%. The total market turnover reached 12,217 billion [1]. Semiconductor Industry - The semiconductor industry chain experienced a significant rise in the afternoon, with sectors such as PCB, CPO, storage chips, and AI PCs leading the gains. PCB leader Huadian Co., Ltd. saw a limit-up, with a net inflow of 7.18 billion from main funds, ranking first in A-shares [4]. - Huadian's recent investor relations activity indicated a sustained growth in demand for AI-driven servers and high-speed network infrastructure, with expectations for capacity improvements by the second half of 2025 [4]. - In Q1, Huadian reported a revenue of 40.38 billion, a year-on-year increase of 56.25%, and a net profit of 7.62 billion, up 48.11% year-on-year, indicating rapid growth [4]. CPO Sector - The CPO (Co-Packaged Optics) sector surged in the afternoon, with stocks like Kexiang Co. hitting the limit-up, and other companies such as Lian Te Technology and Shengyi Electronics also seeing significant gains [6]. - According to YOLE Group, the CPO market is expected to reach a value of 8.1 billion by 2030, with a compound annual growth rate of 137%, driven by the transition from pluggable optical modules to CPO and from copper cables to optical communication [9]. - JPMorgan's report suggests that CPO technology is accelerating towards commercialization, with industry leaders positioned favorably for the next growth cycle [9]. Solid-State Battery Sector - The solid-state battery sector showed a rebound in the afternoon, with stocks like Pulutong and Nord Co. hitting the limit-up, and Jinyinhai rising over 10% [11]. - Xiaomi's recent patent for solid-state battery composite electrodes, which enhances ion transport efficiency, was published, indicating advancements in solid-state battery technology [13]. - The first "Lithium Sulfide and Sulfide Solid-State Battery Forum" is scheduled for June 25, focusing on the latest technologies and industrial applications in the field [14]. - China Galaxy Securities highlights that solid-state batteries are a core focus in the lithium battery supply chain, with significant growth potential for leading cell and material companies [14].