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德科立跌2.02%,成交额1.85亿元,主力资金净流入1116.07万元
Xin Lang Cai Jing· 2025-10-14 02:15
Core Viewpoint - The stock of Dekoli experienced a decline of 2.02% on October 14, 2023, with a current price of 102.53 CNY per share, reflecting a significant fluctuation in trading activity and investor sentiment [1]. Company Overview - Dekoli, established on January 31, 2000, and listed on August 9, 2022, is located in Wuxi, Jiangsu Province. The company specializes in the research, production, and sales of optical transceiver modules, optical amplifiers, and optical transmission subsystems, primarily serving key national development areas such as communication trunk transmission, 5G front-haul, and data center interconnection [2]. - The revenue composition of Dekoli is as follows: transmission-related products account for 75.33%, access and data-related products for 23.54%, and other products for 1.13% [2]. Financial Performance - For the first half of 2025, Dekoli reported a revenue of 433 million CNY, representing a year-on-year growth of 5.93%. However, the net profit attributable to shareholders decreased by 48.17% to 28.09 million CNY [2]. - Since its A-share listing, Dekoli has distributed a total of 142 million CNY in dividends [3]. Shareholder Structure - As of June 30, 2025, Dekoli had 9,508 shareholders, a decrease of 10.52% from the previous period. The average number of circulating shares per shareholder increased by 47.14% to 9,395 shares [2]. - The top ten circulating shareholders include several new entrants, with notable holdings such as 3.01 million shares by Invesco Great Wall Quality Evergreen Mixed A and 2.05 million shares by Caitong Value Momentum Mixed A [3].
德科立10月13日获融资买入5912.67万元,融资余额8.03亿元
Xin Lang Cai Jing· 2025-10-14 01:37
Core Viewpoint - The company, Dekoli, has shown mixed financial performance with a slight increase in revenue but a significant decrease in net profit, indicating potential challenges ahead in maintaining profitability [2]. Financing and Trading Activity - On October 13, Dekoli's stock price increased by 0.25%, with a trading volume of 1.009 billion yuan. The financing buy-in amount was 59.1267 million yuan, while the financing repayment was 99.6930 million yuan, resulting in a net financing outflow of 40.5662 million yuan [1]. - As of October 13, the total financing and securities lending balance for Dekoli was 803 million yuan, which represents 4.85% of its market capitalization and is above the 90th percentile of the past year [1]. - There were no securities lent or sold on October 13, with the securities lending balance also at zero, indicating a high level of inactivity in this area [1]. 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 networks [1]. - The revenue composition of Dekoli is as follows: transmission-related products account for 75.33%, access and data-related products for 23.54%, and other products for 1.13% [1]. Shareholder and Institutional Holdings - As of June 30, 2025, Dekoli had 9,508 shareholders, a decrease of 10.52% from the previous period. The average number of circulating shares per shareholder increased by 47.14% to 9,395 shares [2]. - For the first half of 2025, Dekoli reported a revenue of 433 million yuan, a year-on-year increase of 5.93%, while the net profit attributable to shareholders was 28.0937 million yuan, reflecting a year-on-year decrease of 48.17% [2]. - The total cash dividends distributed by Dekoli since its A-share listing amount to 142 million yuan [3]. - Among the top ten circulating shareholders as of June 30, 2025, several new institutional investors have entered, including Invesco Great Wall Quality Evergreen Mixed Fund and others, indicating a shift in shareholder composition [3].
德科立10月10日获融资买入1.61亿元,融资余额8.44亿元
Xin Lang Cai Jing· 2025-10-13 01:38
Core Insights - On October 10, Dekoli's stock fell by 10.31%, with a trading volume of 1.381 billion yuan [1] - The company recorded a net financing purchase of 5.597 million yuan on the same day, with a total financing balance of 844 million yuan, accounting for 5.11% of its market capitalization [1] - As of June 30, 2025, Dekoli's revenue was 433 million yuan, a year-on-year increase of 5.93%, while net profit decreased by 48.17% to 28.0937 million yuan [2] Financing and Trading Activity - On October 10, Dekoli had a financing buy of 161 million yuan and a financing repayment of 156 million yuan, resulting in a net financing purchase of 5.597 million yuan [1] - The total financing and securities lending balance reached 844 million yuan, which is above the 90th percentile of the past year [1] - No shares were sold or repaid in the securities lending segment on October 10, indicating a lack of short-selling activity [1] Company 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 [1] - The company's main business revenue composition includes 75.33% from transmission, 23.54% from access and data, and 1.13% from other sources [1] Shareholder and Institutional Holdings - As of June 30, 2025, Dekoli had 9,508 shareholders, a decrease of 10.52% from the previous period, with an average of 9,395 circulating shares per shareholder, an increase of 47.14% [2] - The top circulating shareholder is Invesco Great Wall Quality Evergreen Mixed A, holding 3.0115 million shares, marking a new entry [3] - Other notable institutional shareholders include CICC Value Momentum Mixed A and E Fund Vision Growth Mixed A, with significant increases in their holdings [3]
德科立股价跌5.12%,恒越基金旗下1只基金重仓,持有29.26万股浮亏损失189.58万元
Xin Lang Cai Jing· 2025-09-26 06:49
Group 1 - The core viewpoint of the news is that Dekoli's stock has experienced a significant decline, with a 5.12% drop on September 26, leading to a cumulative decline of 17.85% over four consecutive days [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 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 other products for 1.13% [1] Group 2 - From the perspective of major fund holdings, Hengyue Fund has a significant position in Dekoli, with its Hengyue Growth Selected Mixed A fund holding 292,600 shares, representing 3.44% of the fund's net value [2] - The fund has incurred a floating loss of approximately 1.8958 million due to the recent stock price decline, with total floating losses of 8.0423 million over the four-day drop [2] - Hengyue Growth Selected Mixed A fund, established on February 9, 2021, has a current scale of 348 million, with a year-to-date return of 75.69% and a one-year return of 89.94% [2]
德科立跌2.07%,成交额1.91亿元,主力资金净流出1956.51万元
Xin Lang Cai Jing· 2025-09-26 02:02
Core Viewpoint - The stock of Dekoli has experienced significant fluctuations, with a year-to-date increase of 77.57% but a recent decline of 19.55% over the past five trading days, indicating volatility in investor sentiment and market conditions [2]. Stock Performance - As of September 26, Dekoli's stock price was 123.89 CNY per share, with a market capitalization of 19.61 billion CNY [1]. - The stock has seen a 108.92% increase over the past 60 days, highlighting strong performance in the medium term [2]. - The stock has appeared on the "Dragon and Tiger List" five times this year, with the latest instance on September 18, where it recorded a net purchase of 34.76 million CNY [2]. Financial Performance - For the first half of 2025, Dekoli reported a revenue of 433 million CNY, representing a year-on-year growth of 5.93%, while the net profit attributable to shareholders decreased by 48.17% to 28.09 million CNY [3]. - The company has distributed a total of 142 million CNY in dividends since its A-share listing [4]. Shareholder Structure - As of June 30, 2025, Dekoli had 9,508 shareholders, a decrease of 10.52% from the previous period, with an average of 9,395 shares held per shareholder, an increase of 47.14% [3]. - The top circulating shareholders include several new entrants, with notable holdings from Invesco Great Wall and other funds [4].
德科立股价跌5.26%,恒越基金旗下1只基金重仓,持有29.26万股浮亏损失204.5万元
Xin Lang Cai Jing· 2025-09-24 01:45
Group 1 - The core point of the news is the decline in the stock price of Dekoli, which fell by 5.26% to 126.01 CNY per share, with a trading volume of 192 million CNY and a turnover rate of 0.96%, resulting in a total market capitalization of 19.946 billion CNY [1] - Dekoli 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 acquisition, data center interconnection, and ultra-high voltage communication protection [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 other products for 1.13% [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 on the current day is approximately 2.045 million CNY [2] - Hengyue Growth Selected Mixed A (010622) has a total asset scale of 348 million CNY, with a year-to-date return of 73.97%, ranking 282 out of 8173 in its category, and a one-year return of 98%, ranking 695 out of 7996 [2]
德科立股价涨5.1%,华商基金旗下1只基金位居十大流通股东,持有106.74万股浮盈赚取764.27万元
Xin Lang Cai Jing· 2025-09-19 01:45
Group 1 - The core viewpoint of the news is that Dekoli's stock price has increased significantly, with a 5.1% rise on September 19, reaching 147.56 CNY per share, and a cumulative increase of 47.17% over three days [1] - Dekoli is a company based in Wuxi, Jiangsu Province, established on January 31, 2000, and listed on August 9, 2022. Its main business involves the research, development, production, and sales of optical transceiver modules, optical amplifiers, and optical transmission subsystems [1] - The company's revenue composition is primarily from transmission-related products (75.33%), followed by access and data-related products (23.54%), and other sources (1.13%) [1] Group 2 - Among Dekoli's top ten circulating shareholders, Huashang Fund's Huashang Advantage Industry Mixed A fund entered the list in the second quarter, holding 1.19% of the circulating shares [2] - The Huashang Advantage Industry Mixed A fund has achieved a year-to-date return of 89.34% and a one-year return of 123.83%, ranking 131 out of 8172 and 261 out of 7980 in its category, respectively [2] - The fund manager, Zhang Mingxin, has a total fund asset scale of 42.4 billion CNY, with the best fund return during his tenure being 84.42% [2]
德科立股价跌5.3%,国联基金旗下1只基金重仓,持有4.62万股浮亏损失24.72万元
Xin Lang Cai Jing· 2025-09-12 02:19
Group 1 - The core viewpoint of the news is that Dekoli's stock price has declined by 5.3% to 95.50 CNY per share, with a trading volume of 183 million CNY and a turnover rate of 1.20%, resulting in a total market capitalization of 15.116 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 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 other products for 1.13% [1] Group 2 - From the perspective of major fund holdings, Guolian Fund has one fund heavily invested in Dekoli, specifically the Guolian Xinrui Select Mixed A Fund, which held 46,200 shares, representing 3.98% of the fund's net value, making it the fifth-largest holding [2] - The Guolian Xinrui Select Mixed A Fund, established on April 29, 2021, has a latest scale of 51.5217 million CNY, with a year-to-date return of 42.57% and a one-year return of 70.5%, ranking 1242 out of 8174 and 1450 out of 7981 in its category, respectively [2]
德科立股价跌5.1%,华夏基金旗下1只基金重仓,持有5.27万股浮亏损失28.86万元
Xin Lang Cai Jing· 2025-09-04 02:26
Group 1 - The core viewpoint of the news is that Dekoli's stock price has declined by 5.1%, reaching 102.05 CNY per share, with a trading volume of 341 million CNY and a turnover rate of 1.98%, resulting in a total market capitalization of 16.153 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 - According to data from the top ten heavy stocks of funds, one fund under Huaxia Fund holds a significant position in Dekoli, specifically the Huaxia Xingyuan Steady One-Year Holding Mixed A fund, which held 52,700 shares, accounting for 1.04% of the fund's net value, ranking as the ninth largest heavy stock [2] - The Huaxia Xingyuan Steady One-Year Holding Mixed A fund, established on June 24, 2021, has a current scale of 242 million CNY, with a year-to-date return of 17.18%, ranking 4186 out of 8180 in its category, and a one-year return of 25.7%, ranking 4979 out of 7978 [2]
德科立: 无锡市德科立光电子技术股份有限公司关于首次公开发行部分募投项目延期的公告
Zheng Quan Zhi Xing· 2025-08-29 16:52
Core Viewpoint - The company has announced a delay in the expected operational status of two fundraising projects related to its initial public offering, specifically the "High-Speed Optical Module Production Line Expansion and Upgrade Project" and the "Optical Transmission Subsystem Platform Development Project" [1][10]. Fundraising Overview - The company issued 24,320,000 shares at a price of 48.51 RMB per share, raising a total of 1,179,763,200 RMB, with a net amount of 1,094,353,980.82 RMB after deducting issuance costs [1][2]. Investment Project Details - As of June 30, 2025, the total committed investment for the fundraising projects is 109,435.40 million RMB, with 52,676.27 million RMB utilized, representing 48.13% of the total [2]. Delay Reasons - The delay is attributed to the rapid technological advancements in the optical communication industry, particularly the increasing demand for 800G/1.6T high-speed optical modules driven by AI computing needs. The company aims to optimize production lines and update equipment to align with market demands [4][6]. - The construction of the research center for the optical transmission subsystem is complex and requires high standards, leading to an inability to meet the original timeline [4][6]. Project Timeline Adjustment - The expected operational status date for the projects has been adjusted to December 2027, with unutilized funds allocated for the second phase of construction, equipment purchases, and material procurement [4][10]. Compliance and Oversight - The company will adhere to relevant regulations and strengthen the supervision of fundraising usage to ensure legal and effective use of funds [5][10]. Project Necessity and Feasibility - The projects are deemed necessary due to the explosive growth in AI computing demand, with the global optical module market expected to grow at a compound annual growth rate of 22% from 2024 to 2029, potentially exceeding 37 billion USD by 2029 [4][7]. - The company has a solid technical foundation and extensive industry experience, which supports the feasibility of the projects [8][9]. Impact of Delay - The delay in fundraising projects is a cautious decision based on market conditions and will not materially affect the company's current operations or the implementation of the projects [10][11]. Approval Process - The board of directors and the audit committee have reviewed and approved the delay, confirming that it does not involve changes to the project scope or harm to shareholder interests [11][12].