Industry Overview - The optical fiber amplifier is a core component in optical fiber communication, primarily used to enhance optical signals for high-quality, long-distance transmission [1][14] - The demand for optical fiber amplifiers in China is increasing due to the implementation of the "Broadband China" strategy and the rapid development of 5G networks and data centers [1][14] - The market size for optical fiber amplifiers in China is projected to reach approximately 19.387 billion yuan by 2024 [1][14] Market Dynamics - Government investments in communication infrastructure are driving the growth of the optical fiber amplifier market, facilitating the widespread adoption of broadband internet and 5G networks [1][14] - There is a growing consumer demand for high-speed, stable, and secure network services, prompting operators and manufacturers to enhance research and development of optical fiber amplifiers [1][14] Industry Development History - The optical fiber amplifier industry in China started relatively late, initially relying on foreign technology until the successful development of the Erbium-Doped Fiber Amplifier (EDFA) in 1987 [6] - Domestic companies like Yifang Communication and Huawei have made significant advancements in EDFA technology, achieving performance levels close to international standards [6][7] Industry Chain - The upstream of the optical fiber amplifier industry chain includes raw materials such as specialty optical fibers, pump sources, optical components, and electronic components [9] - The midstream involves the manufacturing of optical fiber amplifiers, while the downstream applications span communication networks, data centers, broadcasting networks, military, aerospace, and industrial lasers [9] Key Companies - Major companies in the optical fiber amplifier industry include Huawei, ZTE, and Yifang Communication, which leverage technological innovation and product development to capture significant market shares [17][18] - ZTE reported a projected revenue of 121.3 billion yuan in the telecommunications equipment manufacturing sector for 2024 [19] - Yifang Communication is recognized as a leading supplier in the optical communication device market, with a focus on maintaining competitive advantages through high R&D investment [21] Future Trends - The optical fiber amplifier industry is expected to focus on high-performance and low-noise technology breakthroughs to meet the demands of long-distance transmission and high-speed communication [24] - The integration of AI for real-time monitoring and adaptive control of optical signals is anticipated to become mainstream, enhancing network performance and operational efficiency [25] - The industry is also moving towards miniaturization and energy efficiency, with advancements in silicon photonics technology driving the development of compact amplifier modules [27] - Emerging applications in quantum communication, laser radar, and medical optics are expected to expand the role of optical fiber amplifiers beyond traditional telecommunications [28]

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]

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 ...

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].

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]

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 ...

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]

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 ...

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 ...

江苏世纪同仁律师事务所 关于无锡市德科立光电子技术股份有限公司 2023 年限制性股票激励计划调整、部分限制性股 票作废及首次授予第一个归属期归属条件成就相 关事项的 法 律 意 见 书 南京市建邺区贤坤路江岛智立方 C 座 4 层邮编： 210019 电话： +86 25-83304480 传真： +86 25-83329335 江苏世纪同仁律师事务所 关于无锡市德科立光电子技术股份有限公司 2023 年限制性股票激励计划调整、部分限制性股票作废及首次授予 第一个归属期归属条件成就相关事项的法律意见书 致：无锡市德科立光电子技术股份有限公司 3. 本所仅就与公司本次调整、本次作废及本次归属相关的法律问题发表意 见，且仅根据中国现行法律法规发表法律意见，并不依据任何中国境外法律发表 法律意见。本所不对公司本次调整、本次作废及本次归属所涉及的标的股票价值、 考核标准等问题的合理性以及会计、财务等非法律专业事项发表意见。在本法律 意见书中对有关财务数据或结论进行引述时，本所已履行了必要的注意义务，但 该等引述不应视为本所对这些数据、结论的真实性和准确性做出任何明示或默示 的保证。 4. 本所同意本法律意见书作为公 ...