智通财经APP讯，鼎通科技(688668.SH)公告，公司董事会此前审议通过了《关于对外投资设立越南全 资子公司的议案》，拟对外投资不超1500万美元用于新设立越南全资子公司。因越南子公司前期厂房建 设、机器设备购买及经营发展需要，公司董事会、监事会审议通过《关于向越南全资子公司追加投资的 议案》，同意公司以自有资金对 DINGTONG TECHNOLOGY (VIETNAMESE) SDN. BHD.进行增资， 本次合计增资1000万美元(拟根据项目进度分批投入)。 ...

Core Viewpoint - Dingtong Technology (688668.SH) plans to invest up to 15 million USD to establish a wholly-owned subsidiary in Vietnam, indicating a strategic expansion into the Southeast Asian market [1] Investment Details - The company's board has approved an investment of up to 15 million USD for the establishment of the wholly-owned subsidiary in Vietnam [1] - An additional investment of 10 million USD has been approved for the subsidiary, DINGTONG TECHNOLOGY (VIETNAMESE) SDN.BHD., to support the construction of facilities, purchase of machinery, and operational development [1] - The total investment will be executed in phases based on project progress [1]

鼎通科技公告，公司于2025年9月25日召开第三届董事会第十五次会议、第三届监事会第十三次会议， 审议通过《关于向越南全资子公司追加投资的议案》。公司同意以自有资金对DINGTONG TECHNOLOGY(VIETNAMESE)SDN.BHD.进行增资，本次合计增资1000万美元。该投资用于新设立越 南全资子公司，前期厂房建设、机器设备购买及经营发展。此举符合公司全球战略规划和经营发展需 求，有助于增强公司的盈利能力，提高产品国际竞争力。 ...

Core Viewpoint - The company has received positive feedback regarding its production capacity and growth potential, particularly in the automotive and liquid cooling product sectors, indicating a strong operational status and future growth prospects [1][3][9]. Group 1: Company Performance and Financials - As of September 22, 2025, the top-performing fund under the management of the company, "泉果旭源三年持有期混合A," achieved a return of 71.65% over the past year [2]. - The company has a current production capacity utilization rate of approximately 75% and is preparing for expansion plans [11]. - The company anticipates continued growth in revenue and net profit for 2025, with specific targets linked to its stock incentive goals [15]. Group 2: Production and Capacity - The company has four production bases, with the Dongguan facility focusing on communication connectors and the Henan facility producing automotive connectors, which has not yet reached saturation [4]. - The company is in the early planning stages for a new wholly-owned subsidiary in Vietnam, with production expected to commence by the end of next year [3]. - The company has received customer notifications to prepare production capacity for liquid cooling products, indicating strong demand [4]. Group 3: Product Development and Market Demand - The company’s liquid cooling products are primarily used for heat dissipation in connectors and optical modules, with some products already in the sampling stage for mass production [21][22]. - The automotive business has shown quarter-on-quarter growth, with products developed in collaboration with BYD beginning to ramp up production [6]. - The company maintains strong relationships with major clients such as Amphenol and Molex, and plans to continue developing new communication connector products in response to market demand [8][24]. Group 4: Strategic Outlook - The company is exploring opportunities for mergers and acquisitions as part of its future strategic planning, although specific details are not yet available [19][20]. - The company is actively developing new liquid cooling products in response to North American demand, indicating a proactive approach to market trends [23]. - The company’s growth in the automotive sector is expected to be a significant driver, with ongoing collaborations with major automotive manufacturers [24].

Company Overview - Ding Tong Technology Co., Ltd. is located in Dongguan, Guangdong Province, established on June 11, 2003, and listed on December 21, 2020. The company specializes in the R&D, production, and sales of precision components for communication connectors and automotive connectors [1] - The main business revenue composition includes: communication connector housings (CAGE) 41.36%, automotive connector components 25.82%, precision structural parts for communication connectors 16.53%, other businesses 9.19%, precision molds 5.46%, and mold parts 1.65% [1] Stock Performance - On September 23, Ding Tong Technology's stock fell by 5.06%, trading at 103.43 yuan per share, with a transaction volume of 609 million yuan and a turnover rate of 4.06%. The total market capitalization is 14.398 billion yuan [1] Fund Holdings - According to data from the top ten heavy stocks of funds, one fund under Green Fund holds Ding Tong Technology. The Green Research Optimal Mixed A (011977) held 28,600 shares in the second quarter, accounting for 1.14% of the fund's net value, ranking as the fifth-largest heavy stock. The estimated floating loss today is approximately 157,400 yuan [2] - The Green Research Optimal Mixed A (011977) was established on August 19, 2021, with a latest scale of 136 million yuan. Year-to-date returns are 39.96%, ranking 1819 out of 8172 in its category; the one-year return is 82.45%, ranking 1173 out of 7995; and since inception, the return is 24.76% [2]

近5日机构合计调研281家公司，悍高集团、甘李药业、鼎通科技等被多家机构扎堆调研。 证券时报·数据宝统计，近5个交易日（9月16日至9月22日）两市约281家公司被机构调研，调研机构类 型显示，证券公司共对234家公司进行调研，即83.27%的上市公司调研活动有证券公司参与；基金公司 调研191家，位列其后；阳光私募机构调研82家，排名第三。 机构调研榜单中，共有48家公司获20家以上机构扎堆调研。甘李药业最受关注，参与调研的机构达到91 家；悍高集团被91家机构调研，榜单中排名第二；鼎通科技、沃尔德等分别被77家、74家机构调研。 机构调研次数来看，有3家公司被机构调研4次，分别是凌钢股份、兴蓉环境、冰轮环境等，机构调研最 为密集。 数据宝统计，20家以上机构扎堆调研股中，近5日资金净流入的有11只，国睿科技近5日净流入资金2.84 亿元，主力资金净流入最多；净流入资金较多的还有悍高集团、莱斯信息等，净流入资金分别为0.79亿 元、0.70亿元。 市场表现上，机构扎堆调研股中，近5日上涨的有31只，涨幅居前的有德明利、双环传动、广东宏大 等，涨幅为31.55%、24.06%、21.07%；下跌的有17只，跌 ...

Core Viewpoint - DingTong Technology (688668.SH) reported that its third-quarter orders are saturated, and production operations are normal [1] Group 1: Product and Client Information - The company's liquid cooling products are primarily used for heat dissipation on the contact surfaces of connectors and optical module signal transmission [1] - Major clients include Amphenol, Molex, TE Connectivity, and Luxshare Precision, with notifications received to prepare production capacity for Cage and liquid cooling products [1] Group 2: Automotive Business Performance - The automotive business experienced a quarter-on-quarter growth, with products developed in collaboration with BYD gradually ramping up production [1] - Two automated production lines for the Battery Management System (BMS) project have been installed and are in normal production [1]

Investment Rating - The report maintains a "Buy" rating for multiple companies in the communication sector, including 沪电股份, 美格智能, 中际旭创, 天孚通信, 鸿日达, 中国移动, 工业富联, 中国电信, 新亚电子, and 鼎通科技 [1][2][3] Core Insights - The OCS (Optical Circuit Switch) market is accelerating due to advancements in AI and is expected to see significant growth, with a projected market size increase from $72.78 million in 2020 to $366.47 million by 2024, reflecting a CAGR of 49.80% [2][16][35] - The quantum computing sector is experiencing rapid development, with significant investments from major tech companies, including a commitment of over £31 billion from Microsoft, Nvidia, Google, and OpenAI to enhance AI infrastructure and quantum technology in the UK [3][6][17] - The report highlights the potential for large-scale applications of OCS technology across various fields, driven by the increasing demand for high-speed, low-energy optical switching solutions [2][35] Summary by Sections OCS Market Insights - The OCS technology is positioned as a mainstream direction for next-generation switching technology, showcasing advantages such as high bandwidth capacity and low energy consumption [2][21] - The global OCS switch market is expected to reach $2,022.21 million by 2031, with a CAGR of 17.12% from 2025 to 2031 [16][32] - The report identifies key OCS technology solutions, including MEMS, digital liquid crystal (DLC), and direct beam steering (DBS) [24][27] Quantum Computing Developments - The quantum computing market is projected to grow from $1.1 billion in 2022 to $7.6 billion by 2027, with a CAGR of 48.1% [19][51] - Significant advancements in quantum computing architecture have been achieved, including the development of the AshN instruction set architecture, which enhances operational efficiency and reduces error accumulation [18][37] - The report emphasizes the ongoing acceleration of quantum computing technology and its potential for diverse applications [19][51] Communication Industry Dynamics - The communication sector index increased by 0.52% during the week of September 15-19, 2025, outperforming the broader market [11][12] - Key recommended stocks in the communication sector include 中国移动, 中国电信, and 中际旭创, among others [20][8] - The report notes the competitive landscape in the OCS market, with major players like Google expected to dominate the market share [29][32]

永赢科技智选混合发起A（022364）基金经理为任桀。 截至发稿，任桀累计任职时间325天，现任基金资产总规模11.66亿元，任职期间最佳基金回报 228.34%， 任职期间最差基金回报18.51%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 9月19日，鼎通科技跌5.05%，截至发稿，报107.66元/股，成交4.69亿元，换手率3.03%，总市值149.86 亿元。 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%。 从鼎通科技十大流通股东角度 数据显示，永赢基金旗下1只基金位居鼎 ...

Core Viewpoint - The company, DingTong Technology (688668.SH), emphasizes that liquid cooling products will be a significant part of its future offerings, indicating a strategic focus on this technology [1]. Company Developments - The company has received notifications from some clients regarding the development of mass production molds for its liquid cooling products, suggesting a positive response from the market [1]. - Products produced from the mass production molds have already been delivered to clients and are currently in the verification phase, indicating progress in the product development cycle [1].