1月26日，德科立涨1.58%，成交额9.23亿元。两融数据显示，当日德科立获融资买入额1.23亿元，融资 偿还1.18亿元，融资净买入561.06万元。截至1月26日，德科立融资融券余额合计15.60亿元。 融资方面，德科立当日融资买入1.23亿元。当前融资余额15.56亿元，占流通市值的7.11%，融资余额超 过近一年90%分位水平，处于高位。 融券方面，德科立1月26日融券偿还0.00股，融券卖出1100.00股，按当日收盘价计算，卖出金额15.22万 元；融券余量2.44万股，融券余额337.28万元，超过近一年90%分位水平，处于高位。 责任编辑：小浪快报 截至9月30日，德科立股东户数1.73万，较上期增加81.68%；人均流通股9163股，较上期减少2.48%。 2025年1月-9月，德科立实现营业收入6.52亿元，同比增长8.59%；归母净利润4010.70万元，同比减少 47.43%。 分红方面，德科立A股上市后累计派现1.58亿元。 机构持仓方面，截止2025年9月30日，德科立十大流通股东中，中航机遇领航混合发起A（018956）位 居第三大流通股东，持股564.45万股，相比上期增加4 ...

Group 1 - The core point of the news is the performance of Dekoli, which saw a decline of 5.01% on January 20, with a stock price of 134.90 yuan per share and a total market capitalization of 21.353 billion yuan [1] - Dekoli is based in Wuxi, Jiangsu Province, and 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 and 5G [1] - The company's main business revenue composition is as follows: transmission-related products account for 75.33%, access and data-related products for 23.54%, and others for 1.13% [1] Group 2 - From the perspective of major fund holdings, one fund under ICBC Credit Suisse holds Dekoli shares, specifically the Science and Technology Innovation 200 ETF, which held 8,107 shares, representing 1.14% of the fund's net value [2] - The Science and Technology Innovation 200 ETF has a current scale of 86.0961 million yuan and has achieved a return of 16.28% this year, ranking 103 out of 5,542 in its category [2] - The fund manager, He Shun, has been in position for 2 years and 94 days, with the fund's total asset scale at 8.558 billion yuan, achieving a best return of 79.5% and a worst return of 7.61% during his tenure [3]

Group 1 - The core viewpoint of the news is the performance and market position of Dekoli, which saw a stock price increase of 5.43% to 148.90 CNY per share, with a total market capitalization of 23.569 billion CNY as of January 14 [1] - Dekoli specializes in the research, production, and sales of optical transceiver modules, optical amplifiers, and optical transmission subsystems, primarily applied 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 - Taiping Fund has a significant holding in Dekoli, with its Taiping Industry Select A fund (009537) holding 90,700 shares, representing 6.9% of the fund's net value, making it the second-largest holding [2] - The Taiping Industry Select A fund has achieved a year-to-date return of 6.47% and a one-year return of 60.58%, ranking 1958 out of 5520 and 923 out of 4203 in its category, respectively [2] - The fund manager, Lin Kaisheng, has been in position for 8 years and 253 days, with the fund's total assets amounting to 449 million CNY and a best return of 74.39% during his tenure [3]

Group 1 - The core point of the news is that Dekoli's stock price increased by 5.29% to 155.51 CNY per share, with a trading volume of 1.378 billion CNY and a turnover rate of 5.86%, resulting in a total market capitalization of 24.615 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 and 5G [1] - The company's main business revenue composition is as follows: transmission-related products account for 75.33%, access and data-related products for 23.54%, and others for 1.13% [1] Group 2 - From the perspective of major fund holdings, Ping An Fund has a significant position in Dekoli, with the Ping An CSI 2000 Enhanced Strategy ETF holding 1,026 shares, representing 0.57% of the fund's net value, making it the second-largest holding [2] - The Ping An CSI 2000 Enhanced Strategy ETF, established on December 27, 2023, has a latest scale of 21.7168 million CNY, with a year-to-date return of 4.28% and a one-year return of 42.02% [2] - The fund manager, Li Yan, has been in charge for 2 years and 17 days, with a total asset scale of 11.079 billion CNY, achieving the best fund return of 75.78% and the worst return of 0.17% during his tenure [3]

Core Viewpoint - The stock of Dekoli has experienced significant fluctuations, with a year-to-date increase of 104.64% but a recent decline of 7.49% over the last five trading days, indicating volatility in investor sentiment and market conditions [2]. Financial Performance - For the period from January to September 2025, Dekoli reported a revenue of 652 million yuan, representing a year-on-year growth of 8.59%. However, the net profit attributable to shareholders decreased by 47.43% to 40.11 million yuan [3]. - Since its A-share listing, Dekoli has distributed a total of 158 million yuan in dividends [4]. Stock Market Activity - As of December 29, Dekoli's stock price was 142.57 yuan per share, with a market capitalization of 22.567 billion yuan. The trading volume was 9.62 billion yuan, with a turnover rate of 4.19% [1]. - The stock has appeared on the "Dragon and Tiger List" seven times this year, with the most recent appearance on December 9, where it recorded a net purchase of 353 million yuan [2]. Shareholder Structure - As of September 30, 2025, Dekoli had 17,300 shareholders, an increase of 81.68% from the previous period. The average number of circulating shares per shareholder decreased by 2.48% to 9,163 shares [3]. - Notable changes in institutional holdings include an increase in shares held by Zhonghang Opportunity Leading Mixed Fund and new entries from several funds, indicating growing institutional interest [4]. Business Overview - 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. Its products are primarily used in key national development areas such as communication trunk transmission and 5G applications [2]. - The company's revenue composition is 75.33% from transmission-related products, 23.54% from access and data products, and 1.13% from other sources [2].

Group 1 - The core point of the news is that Dekoli has seen a stock price increase of 5.35%, reaching 162.35 CNY per share, with a trading volume of 1.766 billion CNY and a turnover rate of 7.29%, resulting in a total market capitalization of 25.698 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, 5G mid-haul, data link collection, data center interconnection, and ultra-high voltage communication protection [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 - Tianzhi Fund has a significant holding in Dekoli, with the Tianzhi China Manufacturing 2025 Mixed Fund (350005) holding 3,300 shares, accounting for 2.58% of the fund's net value, making it the sixth-largest holding [2] - The Tianzhi China Manufacturing 2025 Mixed Fund was established on May 8, 2008, with a latest scale of 15.5074 million CNY, achieving a year-to-date return of 13.74% and a one-year return of 6.43%, ranking 5209 out of 8088 and 6290 out of 8057 in its category, respectively [2] - The fund manager, Liang Li, has been in the position for 4 years and 254 days, with the fund's total assets amounting to 64.314 million CNY, achieving a best return of 18.73% and a worst return of -66.54% during the tenure [3]

Core Viewpoint - The stock of Dekoli has shown significant volatility, with a year-to-date increase of 121.09% but a recent decline of 6.07% over the past five trading days, indicating potential market fluctuations and investor sentiment shifts [2]. Financial Performance - For the period from January to September 2025, Dekoli achieved a revenue of 652 million yuan, representing a year-on-year growth of 8.59%. However, the net profit attributable to shareholders decreased by 47.43% to 40.11 million yuan [3]. - Since its A-share listing, Dekoli has distributed a total of 158 million yuan in dividends [4]. Stock Market Activity - As of December 22, Dekoli's stock price was 154.03 yuan per share, with a trading volume of 1.404 billion yuan and a turnover rate of 5.83%, leading to a total market capitalization of 24.381 billion yuan [1]. - The stock has appeared on the "龙虎榜" (a list of stocks with significant trading activity) seven times this year, with the most recent appearance on December 9, where it recorded a net purchase of 353 million yuan [2]. Shareholder Composition - As of September 30, 2025, Dekoli had 17,300 shareholders, an increase of 81.68% from the previous period, with an average of 9,163 shares held per shareholder, a decrease of 2.48% [3]. - Notable institutional shareholders include 中航机遇领航混合发起A and 德邦鑫星价值A, with significant increases in their holdings [4].

Core Viewpoint - The recent surge in Dekoli's stock price is driven by heightened market interest in AI computing power and optical switching (OCS) products, although the company has not yet secured significant revenue from overseas sample orders [1][2]. Group 1: Company Developments - Dekoli's OCS products have achieved key performance metrics, including nanosecond response times and zero port loss, indicating potential for diverse applications in data center optical interconnection and computing power cluster scheduling [2]. - The company has seen a significant increase in orders for its Data Center Interconnect (DCI) products, surpassing 100 million yuan in orders this year, with DCI sales proportion rising from approximately 11% to 22% year-on-year [3]. - Dekoli is actively expanding its global production capacity, with an additional 200 million yuan in domestic capacity expected to reach full production by mid-next year, and a Thai factory set to contribute another 200 million yuan in capacity starting in Q1 next year [3]. Group 2: Market Context - The OCS market is still in its early stages, characterized by diverse technological routes and application scenarios, which necessitates ongoing attention to technological advancements and market demand changes [2]. - The telecommunications segment remains a stable revenue source for Dekoli, although it faces pressure on gross margins due to slowing demand and increased competition [3].

Core Viewpoint - The company, Dekoli, has shown a mixed financial performance with a slight increase in revenue but a significant decrease in net profit, alongside notable changes in shareholder composition and financing activities [2][3]. Group 1: Financial Performance - As of September 30, 2025, Dekoli achieved an operating revenue of 652 million yuan, representing a year-on-year growth of 8.59% [2]. - The net profit attributable to shareholders was 40.11 million yuan, which reflects a year-on-year decrease of 47.43% [2]. Group 2: Shareholder and Financing Activities - As of December 4, 2023, Dekoli's financing balance reached 1.065 billion yuan, accounting for 5.75% of its market capitalization, indicating a high level of financing activity [1]. - The number of shareholders increased to 17,300, marking an increase of 81.68% compared to the previous period [2]. - The top ten circulating shareholders include several new entrants, with notable increases in holdings from existing shareholders, indicating a shift in institutional interest [3].

Group 1 - The core point of the news is that Dekoli's stock price has increased by 5.06% to 149.78 CNY per share, with a total market capitalization of 23.708 billion CNY, and it has seen a cumulative increase of 54.74% over the past seven days [1] - Dekoli, established on January 31, 2000, 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 and 5G networks [1] - The company's main business revenue composition is as follows: transmission-related products account for 75.33%, access and data-related products for 23.54%, and others for 1.13% [1] Group 2 - According to data, Zhongjin Fund has a significant holding in Dekoli, with Zhongjin Hengyou A (005489) holding 8,965 shares, representing 4.08% of the fund's net value, making it the ninth-largest holding [2] - During the seven-day increase, the fund has realized a floating profit of approximately 45.21 thousand CNY [2] - Zhongjin Hengyou A was established on June 8, 2018, with a current scale of 19.7614 million CNY, and has reported a year-to-date return of 2.99% [2]