【私募调研记录】健顺投资调研鼎通科技

Group 1 - The core viewpoint of the news is that DingTong Technology has experienced significant growth in revenue and net profit in Q2, driven by strong demand for its communication products, particularly the 112G and 224G products [1] - DingTong Technology's communication business accounts for 80% of total revenue, with Q2 revenue reaching 51.58 million yuan, and the company is gradually becoming profitable [1] - The company expects continued growth in Q3 due to strong customer demand, with the 112G communication product demand exceeding 1.5 million sets per month [1] Group 2 - The company has plans to expand production capacity by purchasing machinery and increasing assembly lines to prepare for future product volume [1] - The automotive business has shown limited growth in the first half of the year, but collaborations with BYD, Changan Automobile, and BMW are expected to drive growth in the second half [1] - The BMS project has two automated production lines installed, with mass production expected to start by the end of 2025 or early 2026 [1]