Investment Rating - The report maintains a "Buy" rating for multiple stocks in the communication and robotics sectors, indicating a positive outlook for these industries [1]. Core Insights - The robotics industry is experiencing multi-dimensional catalysts, with significant investment opportunities in the related supply chain. Recent events, such as the World Robotics Conference and the World Humanoid Robot Games, showcase advancements in robot capabilities and interactions [2][3][40]. - The demand for high computing power driven by AI is expected to continue rising, with a focus on domestic computing chip industries. The release of DeepSeek-V3.1 highlights improvements in efficiency and performance, indicating a strong future for domestic AI chip development [4][20][41]. Summary by Sections Robotics Industry - The World Robotics Conference held in August 2025 in Beijing featured over 200 leading companies and showcased more than 1500 exhibits, emphasizing the ongoing technological advancements in robotics [2][24]. - The World Humanoid Robot Games included participation from 28 teams across 16 countries, demonstrating the competitive landscape and innovation in humanoid robotics [2][33]. - Domestic leaders like Zhiyuan Robotics and Yushun Technology are pushing for significant advancements, with goals to deploy over 100,000 general-purpose robots in the next three years [3][19][40]. AI and Computing Chips - The launch of DeepSeek-V3.1 on August 21, 2025, introduced a hybrid reasoning architecture that enhances both thinking and non-thinking modes, improving efficiency and agent capabilities [20][41]. - The new model's performance metrics show a significant increase in efficiency, with a 40% improvement in energy efficiency for domestic chips in reasoning scenarios [22][46]. - The report highlights the increasing domestic demand for computing power, driven by geopolitical factors and the need for stable supply chains, suggesting a robust future for domestic computing infrastructure [8][49][56]. Market Performance - The communication sector index rose by 10.84% during the week of August 18-22, 2025, outperforming the broader market, which indicates strong investor confidence in the sector [13][14]. - The report recommends a diverse range of stocks across various segments, including telecommunications, AI, and robotics, reflecting a comprehensive investment strategy [9][23].

Core Points - Dongguan Dingtong Precision Technology Co., Ltd. announced a cash dividend of RMB 0.20 per share, totaling RMB 27,840,345.20, approved at the 2024 annual shareholders' meeting on May 8, 2025 [1][2] - The dividend distribution will be based on the total share capital of 139,201,726 shares as of the close of trading on the record date [1][2] - The cash dividend will be distributed through China Securities Depository and Clearing Corporation Limited, Shanghai Branch, with specific procedures for different types of shareholders [1][2][5] Dividend Distribution Details - The cash dividend of RMB 0.20 per share is inclusive of tax, with the total payout amounting to RMB 27,840,345.20 [1][2] - Shareholders holding unrestricted circulating shares will receive dividends directly through their designated securities firms on the payment date [1][2] - For individual shareholders, the tax implications vary based on the holding period, with different tax rates applied for different durations [3][4] Taxation Information - For shareholders holding shares for over one year, the dividend income is exempt from personal income tax [3] - For those holding shares for less than one year, the tax will be calculated upon the transfer of shares, with the actual cash dividend remaining RMB 0.20 per share [3][4] - Qualified Foreign Institutional Investors (QFII) will have a withholding tax of 10%, resulting in a net cash dividend of RMB 0.18 per share [4][5]

证券代码：688668 证券简称：鼎通科技 公告编号：2025-040 东莞市鼎通精密科技股份有限公司 2025年半年度权益分派实施公告 本公司董事会及全体董事保证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： 1. 发放年度：2025年半年度 2. 分派对象： 金红利0.20元（含税），共计派发现金红利27,840,345.20元。 | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/8/28 | 2025/8/29 | 2025/8/29 | 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 8 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 本次利润分配以方案实施前的公司总股本139,201,726股为基数，每股派发现 是否涉及差异化分红送转：否 每股分配比例 每股现金红 ...

8月22日，鼎通科技盘中上涨2.01%，截至09:43，报106.02元/股，成交9428.77万元，换手率0.65%，总市值147.58亿元。 资金流向方面，主力资金净流出511.66万元，特大单买入259.52万元，占比2.75%，卖出0.00元，占比0.00%；大单买入1019.75万元，占比10.82%，卖出1790.92万元，占比18.99%。 鼎通科技今年以来股价涨128.69%，近5个交易日跌3.62%，近20日涨36.45%，近60日涨105.86%。 资料显示，东莞市鼎通精密科技股份有限公司位于广东省东莞市东城街道周屋社区银珠路七号，成立日期2003年6月11日，上市日期2020年12月21日，公司主营业务涉及研发、生产、销售通讯 鼎通科技所属申万行业为：通信-通信设备-通信网络设备及器件。所属概念板块包括：5G、新能源车、中盘、华为概念、融资融券等。 截至6月30日，鼎通科技股东户数9690.00，较上期减少9.24%；人均流通股14365股，较上期增加10.56%。2025年1月-6月，鼎通科技实现营业收入7.85亿元，同比增长73.51%；归母净利 分红方面，鼎通科技A股上市后累计派现 ...

财报季，社保基金持股动向曝光！二季度末社保基金共现身12只个股前十大流通股东榜，新进2只，增 持6只。 证券时报·数据宝统计显示，社保基金最新出现在12只科创板股前十大流通股东名单中，合计持股量 4942.64万股，期末持股市值合计24.11亿元。持股变动显示，新进2只，增持6只，减持3只，1只股持股 量保持不变。 社保基金持有科创板股中，从前十大流通股东名单中社保基金家数来看，南微医学、凯立新材等2只股 有3家社保基金集中现身，持股量分别为917.85万股、636.42万股。 市场表现方面，获社保基金持有的科创板股7月以来平均上涨29.42%。从具体个股看，鼎通科技累计涨 幅92.20%，表现最好，苑东生物、南微医学等分别上涨52.36%、41.13%位居其后。从具体个股看，鼎 通科技累计涨幅92.20%，表现最好，苑东生物、南微医学等分别上涨52.36%、41.13%位居其后。（数 据宝） | 代码 | 简称 | 社保基金家 | | 社保基金持股量（万 | 环比 | 占流通股比例 | 持股市值（万 | | --- | --- | --- | --- | --- | --- | --- | --- | | ...

Investment Rating - The report maintains a "Buy" rating for multiple companies in the communication sector, including Huadian Co., Meige Intelligent, and China Mobile, among others [1]. Core Insights - Significant advancements have been made in quantum computing architecture in China, with a promising market outlook. The AshN quantum instruction set architecture has been developed, which allows for direct programming of arbitrary two-qubit gates, enhancing efficiency and reducing error accumulation [2][21]. - The commercial aerospace sector is witnessing accelerated developments, particularly with the successful launch of low-orbit satellites, indicating strong investment opportunities in this area [3][36]. Summary by Sections Quantum Computing - The IDC predicts that the quantum computing market will reach $1.1 billion in sales in 2022, growing at a compound annual growth rate (CAGR) of 48.1%, reaching $7.6 billion by 2027. Investment in the quantum computing market is expected to grow at an 11.5% CAGR, nearing $16.4 billion by the end of 2027 [3][35]. - The AshN architecture developed by Tsinghua University and Beijing Quantum Information Science Research Institute significantly improves the performance of superconducting quantum chips by reducing the number of gate operations required [2][22]. Commercial Aerospace - The successful launch of the low-orbit satellite group by the China Academy of Space Technology marks a significant milestone in the development of satellite internet, with plans for extensive satellite constellations [3][36]. - The report highlights the ongoing acceleration of satellite internet deployment, with multiple launches scheduled for 2025-2026, indicating a robust growth trajectory for the commercial aerospace sector [6][55]. Market Performance - The communication sector index rose by 7.66% during the week of August 11-15, 2025, outperforming the CSI 300 index, which increased by 2.37% [11]. - The report recommends several companies for investment, including China Mobile, China Telecom, and various technology firms involved in satellite internet and quantum computing [20].

Group 1 - The core viewpoint of the article highlights the movements of social security funds in the stock market, particularly their investments in eight stocks on the Sci-Tech Innovation Board, with a total holding of 30.19 million shares valued at 1.364 billion yuan [1] - Social security funds increased their holdings in five stocks, entered one new stock, and reduced their holdings in one stock, while one stock's holding remained unchanged [1] - The stocks with the highest holdings by social security funds include Nanwei Medical and Kaili New Materials, with holdings of 9.1785 million shares and 6.3642 million shares, respectively [1][3] Group 2 - In terms of performance, eight stocks held by social security funds reported year-on-year net profit growth in the first half of the year, with the highest growth seen in Rongzhi Rixin at 14.2355 million yuan, reflecting a staggering increase of 2063.42% [2] - The social security funds' holdings are primarily concentrated in the pharmaceutical and basic chemical industries, with two stocks from each sector appearing on the list [3] - Since July, the average increase in the stocks held by social security funds on the Sci-Tech Innovation Board has been 25.90%, with Dingtong Technology showing the highest cumulative increase of 75.47% [3]

Group 1 - The core viewpoint of the news is that Ding Tong Technology (688668) has shown significant stock performance and financial growth, with a notable increase in revenue and net profit [1][3] - As of August 13, 2025, Ding Tong Technology's stock closed at 115.36 yuan, reflecting a 13.1% increase, with a trading volume of 111,200 hands and a transaction amount of 1.199 billion yuan [1] - The company reported total revenue of 785 million yuan for the first half of 2025, representing a year-on-year growth of 73.51%, and a net profit of 115 million yuan, up 134.06% year-on-year [1] Group 2 - Ding Tong Technology has a current liquidity ratio of 3.505 and a quick ratio of 2.653, indicating strong short-term financial health [1] - The company's debt-to-asset ratio stands at 21.22%, suggesting a low level of financial leverage [1] - The company has made investments in four external enterprises and has participated in 17 bidding projects, showcasing its active engagement in business development [2]

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]

截至8月13日收盘，铜缆高速连接概念上涨2.67%，位居概念板块涨幅第6，板块内，37股上涨，金田股 份、博威合金等涨停，鼎通科技、胜蓝股份、太辰光等涨幅居前，分别上涨13.10%、12.85%、6.64%。 跌幅居前的有奕东电子、凯旺科技、盛洋科技等，分别下跌5.00%、0.98%、0.09%。 今日涨跌幅居前的概念板块 | 300814 | 中富电 | 4.97 | 10.82 | 5028.20 | 6.21 | | --- | --- | --- | --- | --- | --- | | | 路 | | | | | | 300252 | 金信诺 | 2.15 | 12.44 | 4681.49 | 5.59 | | 688668 | 鼎通科 | 13.10 | 7.99 | 3903.47 | 3.26 | | | 技 | | | | | | 002902 | 铭普光 | 3.54 | 17.72 | 3670.50 | 5.17 | | | 磁 | | | | | | 300913 | 兆龙互 连 | 2.75 | 6.50 | 3608.41 | 4.19 | | 000818 | 航锦科 技 ...