今年以来，德科立频频接受机构调研。在11月接待投资者调研时，德科立介绍了三季度业绩变化情况， 该公司DCI(数据中心互联)产品订单实现跨越式增长，今年订单额已突破1亿元，DCI产品销售占比持续 提升。三季度以来，该公司数据类业务产品订单实现显著增长。 12月9日晚间，德科立发布股票交易异常波动公告称，近期，受AI算力建设需求驱动，光交换(OCS)产 品受到市场高度关注。公司始终紧密跟进前沿技术演进，硅基OCS产品已获取海外样品订单，目前正处 于样品交付与客户验证阶段，尚未取得海外主流厂商的批量订单，该样品订单对公司营收贡献有限。 德科立还表示，电信业务属于德科立基本盘，这一板块保持收入稳定，但受需求放缓与行业竞争加剧影 响，相关业务毛利率有所承压。以DCI为代表的接入与数据类业务实现显著增长，收入占比从去年同期 约11%提升至22%，对公司收入形成正向支撑。目前该部分业务的利润贡献尚未充分释放，未来具备进 一步提升空间。 12月5日、12月8日、12月9日三个交易日，德科立收盘价格涨幅偏离值累计超过30%。 为支持业务发展需要，德科立正稳步推进全球产能建设。据德科立介绍，国内方面，今年该公司新增约 2亿元产能 ...

12月4日，德科立跌0.82%，成交额12.09亿元。两融数据显示，当日德科立获融资买入额1.37亿元，融 资偿还1.65亿元，融资净买入-2782.12万元。截至12月4日，德科立融资融券余额合计10.65亿元。 责任编辑：小浪快报 资料显示，无锡市德科立光电子技术股份有限公司位于江苏省无锡市新吴区科园路6号，成立日期2000 年1月31日，上市日期2022年8月9日，公司主营业务涉及光收发模块、光放大器、光传输子系统的研 发、生产和销售,产品主要应用于通信干线传输、5G前传、5G中回传、数据链路采集、数据中心互联、 特高压通信保护等国家重点支持发展领域。主营业务收入构成为：传输类75.33%，接入和数据类 23.54%，其他1.13%。 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 ...

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]

Core Viewpoint - The stock of Dekoli has increased by 5.13% to 102.60 CNY per share, with a trading volume of 414 million CNY and a market capitalization of 16.24 billion CNY as of November 18 [1] Company Overview - Dekoli, established on January 31, 2000, is located in Wuxi, Jiangsu Province, and was listed on August 9, 2022. The company specializes in the research, production, and sales of optical transceiver modules, optical amplifiers, and optical transmission subsystems [1] - The main applications of its products include communication trunk transmission, 5G front-haul, 5G mid-haul, data link acquisition, data center interconnection, and ultra-high voltage communication protection [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 others for 1.13% [1] Shareholder Information - Dekong Fund's Dekong Xinxing Value A (001412) has entered the top ten circulating shareholders of Dekoli, holding 2.2114 million shares, which is 1.4% of the circulating shares. The estimated floating profit today is approximately 11.0793 million CNY [2] - Dekong Xinxing Value A has a current scale of 1.835 billion CNY and has achieved a return of 91.54% this year, ranking 66 out of 8140 in its category [2] Fund Manager Performance - The fund manager of Dekong Xinxing Value A is Lei Tao, who has been in the position for 3 years and 327 days, with a total asset scale of 13.49 billion CNY. The best return during his tenure is 224.57%, while the worst is -37.26% [3] - Another fund manager, Lu Yang, has been in the position for 2 years and 26 days, managing assets of 10.935 billion CNY, with the same best return of 224.57% and a worst return of -0.37% during his tenure [3] Fund Holdings - Dekong Technology Innovation One-Year Open Mixed A (009432) holds 41,100 shares of Dekoli, representing 4.56% of the fund's net value, ranking as the tenth largest holding. The estimated floating profit today is about 206,100 CNY [4] - This fund was established on November 24, 2020, with a current scale of 94.4234 million CNY, achieving a return of 53.75% this year, ranking 682 out of 8140 in its category [4]

Group 1 - The core viewpoint of the news is that Dekoli has seen a significant increase in its stock price, rising by 5.17% to 110.50 CNY per share, with a trading volume of 688 million CNY and a turnover rate of 4.09%, leading to a total market capitalization of 17.491 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 company's main business revenue composition includes transmission-related products at 75.33%, access and data-related products at 23.54%, and other products at 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 One-Year Holding Mixed A fund, which held 46,200 shares, accounting for 3.98% of the fund's net value, ranking as the fifth-largest holding [2] - The Guolian Xinrui Select One-Year Holding Mixed A fund has achieved a year-to-date return of 44.86%, ranking 1111 out of 8154 in its category, and a one-year return of 42.68%, ranking 1086 out of 8025 [2] - The fund manager, Wu Gang, has a tenure of 7 years and 354 days, with the fund's total asset size at 513 million CNY, achieving a best return of 118.44% and a worst return of -24.76% during his management period [3]

Group 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]

Group 1 - The core viewpoint of the news is that Dekoli's stock price increased by 5.07% to 114.84 CNY per share, with a trading volume of 443 million CNY and a turnover rate of 2.51%, resulting in a total market capitalization of 18.177 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 - Among Dekoli's top ten circulating shareholders, Manulife's fund, "Manulife Transformation Opportunity Stock A" (000828), reduced its holdings by 1.2477 million shares in the second quarter, now holding 1.0966 million shares, which accounts for 1.23% of the circulating shares [2] - The estimated floating profit from Manulife's current holdings in Dekoli is approximately 6.0752 million CNY [2] - Manulife Transformation Opportunity Stock A, established on November 18, 2014, has a latest scale of 3.028 billion CNY, with a year-to-date return of 72.47% and a one-year return of 63.42%, ranking 99th out of 4218 and 130th out of 3869 in its category, respectively [2]

Core Viewpoint - The Ministry of Industry and Information Technology has launched a special initiative to develop a millisecond-level computing power network, aiming to enhance the responsiveness of computing resources within urban areas by 2027 [1][4]. Group 1: Millisecond Computing Power Network Development - The initiative focuses on creating a high-speed, low-latency network that allows for millisecond-level access to computing resources, addressing the gap between traditional network delays and real-time computing needs [1][4]. - By 2027, the goal is to establish a comprehensive urban millisecond computing power network capable of providing connectivity with less than 1 millisecond latency for computing centers and less than 10 milliseconds for application terminals [1][4]. Group 2: Actions to Achieve Goals - The initiative outlines three main actions: enhancing interconnectivity between computing centers, improving access to computing resources, and optimizing application responsiveness [1][4]. - Specific targets include achieving a unidirectional latency of less than 1 millisecond between medium and large computing centers by 2027, with at least 50% deployment of 400Gbps capacity [2][3]. Group 3: Technological Innovations and Infrastructure - The initiative emphasizes the need for advanced technologies such as task scheduling and intelligent network operation to facilitate dynamic coordination between computing and network resources [3][4]. - It also aims to enhance the performance of computing centers through the deployment of all-optical networks and innovative network protocols, improving communication efficiency for applications like artificial intelligence [4][5]. Group 4: Industry Impact and Applications - The millisecond-level computing power network is expected to drive commercial breakthroughs in high-value scenarios, such as autonomous driving and telemedicine, by significantly reducing response times [5]. - The initiative supports the "East Data West Computing" strategy by minimizing data transmission delays, thereby improving resource utilization efficiency across regions [4][5].

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].

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].