证券代码：688668 证券简称：鼎通科技 公告编号：2025-054 重要内容提示： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 20 日 （星期四） 至 11 月 26 日 （星期三）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 dt-stocks@dingtong.net.cn 进行提问。公司将在说明会上对投资者普遍关注的问题 进行回答。 东莞市鼎通精密科技股份有限公司（以下简称"公司"）已于 2025 年 10 月 21 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 11 月 27 日 （星期 四） 16:00-17:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行 交流。 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年第三季度的经 营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的 范围内就投资者普遍关注的问题进行回答 ...

资金流向方面，主力资金净流入14.63万元，特大单买入296.92万元，占比2.02%，卖出454.80万元，占 比3.10%；大单买入3792.31万元，占比25.86%，卖出3619.80万元，占比24.69%。 鼎通科技今年以来股价涨96.79%，近5个交易日跌3.25%，近20日跌0.07%，近60日跌21.12%。 今年以来鼎通科技已经1次登上龙虎榜，最近一次登上龙虎榜为8月28日，当日龙虎榜净买入-5115.60万 元；买入总计2.84亿元 ，占总成交额比16.75%；卖出总计3.36亿元 ，占总成交额比19.76%。 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、销售通讯连接器精密组 件和汽车连接器精密组件的高新技术企业。主营业务收入构成为：通讯连接器壳体CAGE41.36%，汽车 连接器组件25.82%，通讯连接器精密结构件16.53%，其他业务9.19%，精密模具5.46%，模具零件 1.65%。 11月13日，鼎通科技盘中上涨2.02%，截至13:16，报90. ...

Core Viewpoint - Dingtong Technology (688668.SH) is enhancing its industrial layout through the acquisition of a 70% stake in Shenzhen Blue Ocean Vision Technology Co., Ltd. for 126 million yuan, aiming for deep technological synergy and resource integration [2][3][6]. Group 1: Acquisition Details - The acquisition price for the 70% stake in Blue Ocean Vision is set at 126 million yuan, and the company will become a subsidiary of Dingtong Technology post-transaction [3]. - Blue Ocean Vision specializes in machine vision equipment, providing advanced visual inspection and quality control services across various sectors, including AI and consumer electronics [3][4]. - Since its establishment in 2022, Blue Ocean Vision has shown rapid growth, with projected revenue of 61.81 million yuan in 2024, a 441.83% increase from 2023 [3]. Group 2: Financial Performance - Dingtong Technology reported a net profit of 177 million yuan for the first three quarters of 2025, marking a 125.39% year-on-year increase [2][7]. - The company's revenue for the same period reached 1.156 billion yuan, reflecting a 64.45% growth, with a significant increase in both net profit and non-recurring net profit [7][8]. - The strong performance is attributed to high market demand driven by AI, particularly in the communications connector business [8]. Group 3: Research and Development - Blue Ocean Vision has been increasing its R&D investment significantly, with expenditures of 16,040 yuan, 121,700 yuan, and 533,480 yuan from 2022 to 2024, respectively [5]. - The cumulative R&D investment over the past three years accounts for 8.75% of total revenue, indicating a strong commitment to innovation [5]. - Dingtong Technology has also been investing in R&D, with expenses rising from 65.57 million yuan in 2022 to 82.68 million yuan in the first three quarters of 2025 [9]. Group 4: Operational Capacity and Future Plans - Dingtong Technology operates four production bases, with plans to expand capacity through leasing and new investments, including a 15 million USD investment in a wholly-owned subsidiary in Vietnam [10]. - The company aims to optimize its strategic layout and expand its overseas market presence, leveraging its technological expertise in the connector industry [10].

Key Points - The article highlights various significant announcements from companies, including new projects, partnerships, and share buybacks [1][2] Group 1: Company Developments - Wald is developing diamond micro-drills for PCB board hole processing, currently in the R&D and testing phase [1] - Upwind New Materials is in the product development stage for its embodied intelligent robot business, with no mass production or large-scale sales yet [1] - Redick plans to establish a joint venture to develop components related to robotic dexterous hands and robotic joint actuators [1] Group 2: Project Investments - Tongxing Technology plans to invest 3.2 billion yuan to build a project with an annual production capacity of 100,000 tons of sodium battery anode materials and 6 GWh of battery cells [1] - Zhongjin Irradiation intends to invest in the construction of an electronic accelerator intelligent manufacturing project [1] Group 3: Contracts and Awards - China Oil Engineering has won a joint bid for the ethane and propane project in Kazakhstan [1] - Dashi Intelligent has signed a contract for the Smart Display Technology Park project [1] Group 4: Equity Acquisitions - Qin'an Co., Ltd. plans to acquire 99% of Yigao Optoelectronics for 885 million yuan [1] - Dingtong Technology intends to acquire 70% of Blue Ocean Vision for 126 million yuan [1] Group 5: Share Buybacks - Energy Guozhen plans to repurchase shares worth between 50 million and 100 million yuan [1] - Yuyuan Co., Ltd. intends to spend 200 million to 300 million yuan on share buybacks [1] - HJ Bio plans to repurchase shares worth between 100 million and 200 million yuan [1] Group 6: Shareholding Changes - Ningbo Fangzheng's controlling shareholders and actual controllers plan to reduce their holdings by up to 3% [2] - Yonggui Electric has signed a strategic framework agreement with Zhiyuan Robotics [2] - Yonghui Supermarket's private equity fund plans to reduce its holdings by no more than 1% [2]

Company Announcements - *ST Zhengping has completed the stock suspension review and will resume trading on November 12, confirming normal production and operation without significant changes [1] - Upwind New Materials is in the product development stage for its embodied intelligent robot business, which has not yet achieved mass production or revenue generation [2] - Shannon Chip Innovation's fourth largest shareholder, Shenzhen Xinlianpu, has pledged 1.27 million shares for financing purposes [3] - Qing Shui Yuan's phosphorus trichloride products are primarily used in the production of water treatment agents [4] - Midea Group announced a cash dividend plan of 5 yuan per 10 shares, totaling 3.448 billion yuan, with the record date on November 17 [4] - Huiyuan Communication is planning a change of control, leading to a stock suspension starting November 12 [5] - Shen Gong Co. has clarified that some research reports on its performance forecasts represent only analysts' personal views [6] - World is developing diamond micro-drills for PCB processing, which are still in the R&D phase [6] - Haike New Source has signed an agreement with Kunlun New Materials for the purchase of 596,200 tons of electrolyte solvent [7] - Tongxing Technology plans to invest 3.2 billion yuan in a project to produce 100,000 tons of sodium battery cathode materials and 6 GWh battery cells [8] Investments & Contracts - Zhongjin Irradiation is investing 200 million yuan to build an electronic accelerator intelligent manufacturing project [10] - Hongri Da is collaborating with Te Du Technology and Hongke Tongchuang to establish a joint venture for semiconductor packaging [10] Shareholding Changes - Jian Kai Technology's controlling shareholder Xuanzhao plans to transfer 3% of its shares through a pricing inquiry [12] - Yue Wannianqing's shareholder Hehe Investment intends to reduce its stake by up to 3% [14] Financing & Capital Increase - Weiteng Electric plans to raise up to 300 million yuan through a private placement for various manufacturing projects [22] Other Developments - Zhifei Biological has received approval for clinical trials of a vaccine for adolescents and adults [23] - Shanghai Kaibao has obtained approval for clinical trials of a drug for acute ischemic stroke [24]

Group 1 - The core point of the article is that DingTong Technology announced its plan to acquire 70% equity of Shenzhen Blue Ocean Vision Technology Co., Ltd. for a cash consideration of 126 million yuan, which will make Blue Ocean Vision a subsidiary of DingTong Technology [1] Group 2 - The acquisition is set to be approved at the 17th meeting of the third board of directors on November 10, 2025 [1] - After the completion of the transaction, Blue Ocean Vision will be included in the consolidated financial statements of DingTong Technology [1]

Group 1 - The core point of the article is that DingTong Technology plans to acquire 70% of Shenzhen Blue Ocean Vision Technology Co., Ltd. for 126 million RMB, which will make Blue Ocean Vision a subsidiary of DingTong Technology [1] - The acquisition agreement was signed on November 10, 2025, with the transaction expected to be completed soon [1] - After the acquisition, Blue Ocean Vision will be included in DingTong Technology's consolidated financial statements [1] Group 2 - As of the latest report, DingTong Technology has a market capitalization of 12.6 billion RMB [2] - For the year 2024, DingTong Technology's revenue composition is projected to be 90.81% from connectors and 9.19% from other businesses [1]

证券代码：688668 证券简称：鼎通科技 公告编号：2025-053 东莞市鼎通精密科技股份有限公司 关于拟以现金方式收购深圳市蓝海视界科技有限公 司 70%股权的公告 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。 东莞市鼎通精密科技股份有限公司（以下简称"公司"或"鼎通科技" 或"上市公司"）拟以现金方式收购黄先齐、曹永照、黄先泽持有的深圳市蓝海 视界科技有限公司（以下简称"蓝海视界"或"标的公司"或"交易标的"）70% 股权（以下简称"标的资产"），标的资产的交易价格为 12,600 万元（以下简 称"本次交易"）。本次交易完成后，蓝海视界将成为公司控股子公司，纳入公 司合并报表范围； 本次交易不构成关联交易，也不构成《上市公司重大资产重组管理办法》 规定的重大资产重组； 本次交易在董事会审批权限内，无需提交股东会审议。本次交易的实施 不存在重大法律障碍，不需要履行除市场监督管理部门变更登记之外的其他特殊 审批事项； 敬请广大投资者注意投资风险： 1、业务整合以及协同效应不达预期的风险 由于公司与标的公司在企业文化、管 ...

Core Viewpoint - DingTong Technology (688668.SH) plans to acquire 70% equity of Shenzhen Blue Ocean Vision Technology Co., Ltd. for a cash consideration of 126 million yuan, which will make Blue Ocean Vision a subsidiary included in the consolidated financial statements of DingTong Technology [1] Group 1: Acquisition Details - The transaction price for the acquisition of Blue Ocean Vision is 126 million yuan [1] - After the acquisition, Blue Ocean Vision will become a controlling subsidiary of DingTong Technology [1] Group 2: Company Profile of Blue Ocean Vision - Blue Ocean Vision focuses on market and user demand research, specializing in visual inspection in the fields of artificial intelligence and semiconductors [1] - The core team of Blue Ocean Vision includes experts in visual technology, equipment design, and industry applications [1] Group 3: Strategic Benefits for DingTong Technology - The integration of Blue Ocean Vision's technology assets and R&D team will enhance DingTong Technology's capabilities in automated visual inspection [1] - The acquisition will help DingTong Technology transition from manual inspection to machine vision inspection, improving product performance and market competitiveness [1] - By consolidating procurement needs and supply chain resources, DingTong Technology aims to enhance bargaining power, optimize procurement costs, and build a more diversified and resilient supply chain [1]

鼎通科技(688668.SH)公告称，公司拟以现金方式收购黄先齐、曹永照、黄先泽持有的深圳市蓝海视界 科技有限公司70%股权，交易价格为1.26亿元。交易完成后，蓝海视界将成为公司控股子公司，纳入公 司合并报表范围。本次交易不构成关联交易，也不构成重大资产重组。 ...