Core Viewpoint - The company, 联特科技, experienced a decline in stock price by 5.04% on December 26, with a trading volume of 1.96 billion yuan and a market capitalization of 21.979 billion yuan [1] Group 1: Company Overview - 联特科技 specializes in the research, development, production, and sales of optical communication transceiver modules, with a significant revenue contribution from 10G and above optical modules at 92.72% [7] - The company was established on October 28, 2011, and went public on September 13, 2022 [7] - As of September 30, the company had 24,900 shareholders, an increase of 7.14% from the previous period [8] Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 847 million yuan, representing a year-on-year growth of 31.75% [8] - The net profit attributable to the parent company was 81.796 million yuan, showing a year-on-year increase of 31.39% [8] - The company has distributed a total of 46.852 million yuan in dividends since its A-share listing [9] Group 3: Market Position and Technology - The company has developed core capabilities in optical chip integration, high-speed optical devices, and high-speed optical module design and production [2] - The main application markets for optical modules include data communication, telecommunications, and emerging markets, with the data communication market being the fastest-growing segment [2] - The company’s low-power design technology for optical modules significantly reduces power consumption, providing a competitive advantage in 5G communication and data center applications [3] Group 4: Shareholder and Institutional Holdings - As of September 30, 2025, the largest circulating shareholder was Hong Kong Central Clearing Limited, holding 2.3947 million shares, an increase of 533,000 shares from the previous period [9] - New institutional shareholders include 永赢科技驱动A, which holds 943,100 shares, and South China CSI 1000 ETF, which holds 474,700 shares, having decreased by 8,800 shares from the previous period [9]
联特科技跌5.04%，成交额19.60亿元，近5日主力净流入-2.18亿