泰国自有厂区已完成土建施工，目前正在装修中，预计2026年春节后逐步投入使用并释放产能，整体进度略晚于原计划安排。 （校对/黄仁贵） 9月2日，德科立在发布的投资者关系活动记录表中表示，下半年情况预期逐步好转，一期项目新厂房开始投入使用，新产线逐步 投产，公司进一步丰富产品线，拓展新市场，相关资源有序投入，第四季度预期总体向好。 德科立称，上半年，算力需求快速增长，公司产能和供应链资源储备不足，尽管春节至五一期间公司集中资源满足交付，仍导致 订单交付不足，同时二季度集中保障DCI产品交付导致其他产品交付延缓。产品结构上，以DCI和高速光模块为主的数通类呈现较 快增长，国内外市场均有覆盖，接入和数据类产品营收占比从一成多上升至近四成。 此外，关于泰国产能，德科立表示，泰国产能建设按规划推进。此前采用租赁场地的方式来进行部分产品的交付，目前已有两三 个客户完成认证，新客户正在进行认证。 ...

Group 1 - The core viewpoint is that a well-known private equity firm, Xitai Investment, has conducted research on a listed company, highlighting the rapid growth in computing power demand and the company's insufficient capacity and supply chain resources leading to order delivery issues [1] - The revenue share of data communication products has increased to nearly 40%, while the telecom business has seen a year-on-year decline of approximately 8% [1] - A new factory is expected to be operational in the second half of the year, which is anticipated to improve the situation [1] - The company has received million-level sample orders for OCS products and is exploring applications in collaboration with partners [1] - A self-owned factory in Thailand is expected to commence production after the 2026 Spring Festival, with some clients already completing certification [1] - The company emphasizes enhancing its core competitiveness to address uncertainties related to tariff policies [1] Group 2 - Xitai Investment is a relatively new private equity fund manager in the Chinese market, established in July 2014, with a registered capital of 10 million RMB [2] - The firm focuses on secondary market stock investment management and provides customized product services for investors with different risk preferences [2] - The research team consists of highly qualified employees, with 80% holding graduate degrees, and core investment personnel have backgrounds in public funds, demonstrating the ability to manage large-scale assets [2]