Taclink(SH:688205) Xin Lang Cai Jing·2025-10-23 06:03Group 1 - The core point of the news is the decline in the stock price of Dekoli, which fell by 5.01% to 103.91 CNY per share, with a trading volume of 643 million CNY and a turnover rate of 3.75%, resulting in a total market capitalization of 16.447 billion CNY [1] - Dekoli, established on January 31, 2000, and listed on August 9, 2022, specializes in the research, production, and sales of optical transceiver modules, optical amplifiers, and optical transmission subsystems, primarily used in key national development areas such as communication trunk transmission, 5G front-haul, and data center interconnection [1] - The revenue composition of Dekoli's main business includes 75.33% from transmission-related products, 23.54% from access and data-related products, and 1.13% from other sources [1] Group 2 - From the perspective of major fund holdings, Hengyue Fund has one fund heavily invested in Dekoli, specifically the Hengyue Growth Selected Mixed A (010622), which held 292,600 shares in the second quarter, accounting for 3.44% of the fund's net value, ranking as the ninth largest holding [2] - The estimated floating loss for the fund today is approximately 1.6032 million CNY [2] - Hengyue Growth Selected Mixed A (010622) was established on February 9, 2021, with a current scale of 348 million CNY, achieving a year-to-date return of 64.97% and a one-year return of 40.67% [2]