1个多月前刚刚减持3% “大基金”拟再减持德邦科技3%股份

Core Viewpoint - The announcement of a share reduction plan by the National Integrated Circuit Industry Investment Fund (referred to as "the Big Fund") for Debang Technology indicates ongoing adjustments in its investment strategy, following a previous reduction earlier this year [2][5]. Group 1: Share Reduction Details - The Big Fund plans to reduce its holdings in Debang Technology by up to 4.2672 million shares, which is no more than 3% of the total share capital of the company [2]. - The reduction will occur through two methods: a maximum of 1% via centralized bidding and up to 2% through block trading [2]. - As of August 5, the Big Fund held approximately 22.26 million shares of Debang Technology, accounting for 15.65% of the total shares [2]. Group 2: Stock Performance - Debang Technology's stock price has experienced significant volatility since its IPO, with a peak of 91.42 yuan per share on November 3, 2022, and a low of 23.23 yuan per share on September 18, 2024, representing a cumulative decline of 74.59% [3]. - The company's revenue growth rates for the years 2022 to 2024 were 58.9%, 0.37%, and 25.19%, while the net profit growth rates were 62.09%, -16.31%, and -5.36%, indicating a trend of increasing revenue without corresponding profit growth over the past two years [3]. Group 3: Future Performance Expectations - Debang Technology has projected revenue for the first half of 2025 to be between 687 million to 692 million yuan, reflecting a year-on-year growth of 48.39% to 49.47% [4]. - The expected net profit for the same period is estimated to be between 43 million to 47 million yuan, representing a year-on-year increase of 27.56% to 39.42% [4]. Group 4: Broader Context of the Big Fund's Actions - The Big Fund has been actively reducing its stakes in multiple A-share and H-share companies throughout the year, indicating a broader trend in its investment strategy [6]. - Prior to the current reduction in Debang Technology, the Big Fund had already reduced its holdings in the company by 3% between May 12 and June 19, 2025, at prices ranging from 37.11 to 41.05 yuan per share, totaling approximately 165 million yuan [5].