Core Viewpoint - DingTong Technology (688668.SH) forecasts a net profit attributable to shareholders of 242 million yuan for the year 2025, representing a year-on-year increase of 119.59% driven by strong demand in the AI-driven communications connector market [1] Group 1 - The company expects significant growth in its communications business due to the increasing demand for high-speed communication products [1] - The 112G product line is experiencing continuous volume growth, contributing to the company's capacity release and sales performance [1]

Group 1 - The core viewpoint of the article is that DingTong Technology expects a significant increase in net profit for the year 2025, driven by strong demand in the AI-driven communication connector market [1] - The company anticipates a net profit of approximately 242 million yuan, which represents an increase of about 132 million yuan compared to the previous year, reflecting a year-on-year growth of 119.59% [1] - The growth in performance is primarily attributed to the booming demand for high-speed communication products, particularly the 112G products, which have led to increased production capacity and sales performance [1]

鼎通科技回复称，卫星通信总成系统的CANFD连接器产品已通过客户认证，按照客户订单需求进行交 付中。 格隆汇1月19日｜有投资者在互动平台向鼎通科技提问：贵司2024年年报里面在研项目里面有一项是卫 星通信总成系统的CANFD连接器已逐步导入量产，请问目前量产进度和业务收入如何了？下游主要应 用场景有哪些？ ...

Core Viewpoint - DingTong Technology (688668.SH) expects significant growth in revenue and net profit for the year 2025, driven by strong demand in the AI-driven communication connector market [1] Financial Projections - The company anticipates achieving an operating revenue of 1.593 billion yuan in 2025, representing a year-on-year increase of 54.37% [1] - The projected net profit attributable to the parent company is expected to be 242 million yuan, reflecting a year-on-year growth of 119.59% [1] - The net profit attributable to the parent company after deducting non-recurring gains and losses is forecasted to be 225 million yuan, indicating a year-on-year increase of 143.25% [1] Market Dynamics - The demand for communication connectors is robust, driven by advancements in AI technology [1] - The company's high-speed communication products have seen significant growth, particularly the 112G products, which are continuously ramping up production [1] - The release of production capacity has contributed to the increase in sales performance [1]

Core Viewpoint - DingTong Technology announced an expected annual revenue of 1,592.62 million yuan for 2025, representing an increase of 560.96 million yuan compared to the previous year, with a year-on-year growth of 54.37% [1] - The company anticipates a net profit attributable to the parent company of 242.29 million yuan for 2025, an increase of 131.95 million yuan year-on-year, reflecting a growth of 119.59% [1] Revenue and Profit Forecast - Expected revenue for 2025 is 1,592.62 million yuan, up from the previous year by 560.96 million yuan, indicating a growth rate of 54.37% [1] - Projected net profit for 2025 is 242.29 million yuan, which is an increase of 131.95 million yuan compared to the last year, showing a significant growth of 119.59% [1] Market Demand and Product Performance - The demand for communication connectors is robust, driven by AI, leading to significant growth in the company's high-speed communication products [1] - The 112G product line is experiencing continuous volume growth, contributing to the release of production capacity and an increase in sales performance [1]

Core Viewpoint - DingTong Technology (688668.SH) expects significant growth in revenue and net profit for the year 2025, driven by strong demand in the AI-driven communication connector market [1] Financial Projections - The company anticipates achieving an operating revenue of 1.593 billion yuan in 2025, representing a year-on-year increase of 54.37% [1] - The projected net profit attributable to the parent company is expected to be 242 million yuan, reflecting a year-on-year growth of 119.59% [1] - The net profit attributable to the parent company after deducting non-recurring gains and losses is estimated at 225 million yuan, indicating a year-on-year increase of 143.25% [1] Market Dynamics - The demand for communication connectors is robust, driven by advancements in AI technology [1] - The company's high-speed communication products have seen significant growth, particularly the 112G products, which are continuously ramping up production [1] - The release of production capacity has contributed to the increase in sales performance [1]

Financial Projections - The company expects to achieve an operating revenue of 1,592.62 million yuan in 2025, an increase of 560.96 million yuan, representing a year-on-year growth of 54.37%[2] - The projected net profit attributable to the parent company for 2025 is 242.29 million yuan, an increase of 131.95 million yuan, reflecting a year-on-year growth of 119.59%[2] - The expected net profit attributable to the parent company after deducting non-recurring gains and losses is 225.48 million yuan, an increase of 132.78 million yuan, indicating a year-on-year growth of 143.25%[2] Market Performance - The significant growth in sales performance is driven by strong demand in the communication connector market, particularly due to the release of 112G products[5] Financial Data Integrity - The financial data provided is preliminary and has not been audited by registered accountants, with no major uncertainties affecting the accuracy of the forecast identified[6]

Core Viewpoint - Ding Tong Technology (688668) plans to issue convertible bonds totaling no more than 930 million yuan to fund various production projects and supplement working capital [1][4]. Company Announcements Summary - The company held its 20th meeting of the third board of directors on January 14, 2026, approving the proposal for issuing convertible bonds [1]. - The total amount of the proposed convertible bond issuance is up to 930 million yuan, with a six-year term, aimed at funding the expansion of the parent company, high-speed communication and liquid cooling production, and new energy BMS production [1][4]. - As of December 31, 2025, the net amount from the previous fundraising was 1.163 billion yuan, with a special account balance of 41.07 million yuan [1][4]. - The company confirmed that it has not been subject to regulatory measures or penalties by securities regulators or exchanges in the last five years, meeting the conditions for issuing convertible bonds [2][4]. - A three-year shareholder dividend return plan (2026-2028) has been established, ensuring a cash dividend ratio of no less than 10% of the distributable profit each year [2][4]. - A temporary shareholders' meeting is scheduled for January 30, 2026, to review 12 proposals, including the convertible bond issuance [2][4].

Core Viewpoint - The communication equipment sector experienced a mixed performance, with a slight overall increase of 0.88% on January 15, while the Shanghai Composite Index fell by 0.33% and the Shenzhen Component Index rose by 0.41% [1]. Group 1: Stock Performance - Shenyu Co., Ltd. led the gains in the communication equipment sector with a closing price of 42.62, reflecting a rise of 10.39% and a trading volume of 396,000 shares, amounting to a transaction value of 1.671 billion [1]. - Other notable performers included: - Sega Technology with a closing price of 39.50, up 10.00% [1]. - Shijia Photon with a closing price of 87.43, up 7.30% [1]. - Lian Te Technology with a closing price of 197.00, up 7.01% [1]. - Zhaolong Interconnect with a closing price of 57.55, up 6.67% [1]. Group 2: Declining Stocks - The sector also saw significant declines, with Guangha Communication dropping 17.15% to a closing price of 28.98 [2]. - Other stocks that faced losses included: - Fujida down 10.68% to 44.90 [2]. - Xinkemobile down 10.66% to 17.76 [2]. - Huanghuo Communication down 10.01% to 43.07 [2]. Group 3: Capital Flow - The communication equipment sector experienced a net outflow of 1.058 billion from institutional investors and 2.280 billion from retail investors, while retail investors saw a net inflow of 3.338 billion [2]. - The capital flow for specific stocks indicated: - Zhongji Xuchuang had a net inflow of 1.832 billion from institutional investors [3]. - Xinyi Sheng saw a net inflow of 1.208 billion [3]. - Shijia Photon had a net inflow of 516 million [3].

中国经济网北京1月15日讯 鼎通科技(688668.SH)昨晚发布向不特定对象发行可转换公司债券预案 称，本次向不特定对象发行可转换公司债券的募集资金总额不超过93,000.00万元（含本数），扣除发行 费用后的净额拟用于母公司改扩建建设项目、高速通讯及液冷生产建设项目、新能源BMS生产建设项 目、补充流动资金。 | | | | 甲帆: | | --- | --- | --- | --- | | 序号 | 项目名称 | 项目总投资 | 拟投入募集资金 | | | 母公司改扩建建设项目 | 49,320.32 | 30,000.00 | | 2 | 高速通讯及液冷生产建设项目 | 34,700.38 | 24,000.00 | | ਤੇ | 新能源 BMS 生产建设项目 | 31,151.11 | 22,000.00 | | র | 补充流动资金 | 17,000.00 | 17,000.00 | | | 合计 | 132,171.81 | 93,000.00 | 鼎通科技2025年8月1日发布的股东询价转让定价情况提示性公告显示，根据2025年8月1日询价申购 情况，初步确定的本次询价转让价格为76.72元/ ...