Zheng Quan Zhi Xing·2025-09-03 00:06Group 1: Dekoli - The company is experiencing rapid growth in computing power demand, but faces challenges with insufficient production capacity and supply chain resources, leading to order delivery issues [1] - Revenue from data communication products is increasing, with access and data products accounting for nearly 40% of total revenue; however, telecom business revenue has decreased by approximately 8% year-on-year [1] - A new factory is expected to be operational in the second half of the year, which is anticipated to improve the situation; OCS products have received orders worth millions [1] - The company's factory in Thailand is projected to start production after the 2026 Spring Festival, with some clients already certified [1] - The company emphasizes enhancing core competitiveness to address uncertainties in tariff policies [1] Group 2: Xinmai Medical - The company reported a revenue of 714 million yuan and a net profit of 315 million yuan during the reporting period, with a proposed cash dividend of 1.3 yuan per share, totaling 157 million yuan [1] - The Cratos product was launched domestically in March, with a listing price below 100,000 yuan, and its promotion is exceeding expectations; Hector has received custom certification in the EU and has completed clinical implants in multiple countries [1] - Research and development investment is expected to be around 10% this year, maintaining a range of 10%-15% in the future [1] - Overseas revenue has increased by over 95% year-on-year, accounting for 17% of total revenue, primarily due to the consolidation of Lombard and organic growth, with plans to expand coverage from 45 to 60 countries next year [1] - High-margin products such as Talos, Cratos, and Fontus are set to be launched internationally [1] Group 3: Green Fund - Green Fund was established in 2016, with total assets under management of 25.643 billion yuan, ranking 110 out of 210 in public funds [2] - The fund has 61 public funds under management, ranking 91 out of 210, and employs 12 fund managers, ranking 97 out of 210 [2] - The best-performing public fund product in the past year is the Green High Dividend Preferred Mixed A, with a latest net value of 1.84 and a growth of 118.24% over the past year [2] - The latest public fund product launched is the Green Technology Growth Mixed A, which is equity-oriented and has a subscription period from August 8, 2025, to November 7, 2025 [2]