两股东在德科立IPO前入股 每经记者｜赵李南 每经编辑｜何小桃 文多 德科立（688205.SH）的股价在8月刚刚上演了一波拉升行情，从不到70元/股涨到了超过120元/股，短短一个月内涨幅达92.25%。 9月1日晚间，德科立发布公告，公司持股5%以上的股东钱明颖及其一致行动人沈良，计划在未来3个月内合计减持不超过公司2.9957%的股份。 《每日经济新闻》记者注意到，钱明颖和沈良二人是德科立"老股东"。粗略估算，投资德科立使得钱明颖在5年多时间里浮盈约20亿元。 | 股东名称 | 钱明颖 | | --- | --- | | 计划减持数量 | 不超过:680,000 股 | | 计划减持比例 | 不超过:0.4296% | | 减持方式及对应减持数量 | 大宗交易减持,不超过:680,000 股 | | 减持期间 | 2025年9月23日~2025年12月22日 | | 拟减持股份来源 | IPO 前取得及资本公积转增股本取得的股份 | | 拟减持原因 | 自身资金需求 | | 股东名称 | 沈良 | | 计划减持数量 | 不超过:4,061,811 股 | | 计划减持比例 | 不超过:2.5661% | ...

Core Insights - Corning reported a 12% year-over-year increase in core sales for Q2 2025, reaching $4.045 billion, with core net profit up 29% to $523 million, and core EPS rising approximately 28% to $0.60, exceeding market expectations [1] - The optical communications segment showed exceptional performance, with net sales increasing 41% year-over-year to $1.57 billion, contributing over half of the company's net profit [1] - Corning's CEO highlighted strong customer response to new Gen AI and domestic solar products, indicating potential growth from advanced manufacturing capacity in the U.S. [2] Financial Performance - Q2 core sales reached $4.045 billion, with core net profit at $523 million and core EPS at $0.60, all surpassing market forecasts [1] - The company provided guidance for Q3 core sales of $4.2 billion and core EPS between $0.63 and $0.67, also above market expectations [5] Business Segments - Automotive applications and display technology segments faced challenges, with net sales declining 11% and 4% year-over-year, respectively [1] - The specialty materials segment saw a 9% increase in net sales, while life sciences remained flat [1] - The solar business, categorized under "Hemlock and emerging businesses," reported Q2 net sales of $326 million, accounting for less than 9% of total sales, with a loss of approximately $10 million [3] Strategic Moves - Corning acquired a 2GW solar module factory in Arizona from JinkoSolar, enhancing its vertical integration in the solar supply chain [2][3] - The company plans to establish a solar business with projected annual sales of $2.5 billion by 2028 [4][5] - Corning's CFO mentioned that the silicon wafer production is expected to commence in Q3 2025, with shipments to follow [4] Market Outlook - The company remains optimistic about the U.S. government's support for domestic solar manufacturing, which is crucial for its growth strategy [5] - Analysts have raised Corning's stock price target from $59 to $63, reflecting confidence in the company's future performance [5]