12月18日，罗永浩在朋友圈公开吐槽上海电信网速问题。 有通信行业从业者分析，宽带速率"缩水"有多种可能的原因：一是小区宽带接入的光纤线路老化、端口 带宽被共享挤占，导致高峰期速率骤降；二是电信后台对部分用户的带宽进行了隐性限制，或未按合约 开放足额千兆带宽；三是用户端的路由器、网线等设备不支持千兆速率，形成硬件瓶颈。不过考虑到罗 永浩是科技行业从业者，第三类的硬件问题大概率可排除。 此外，罗永浩的朋友圈在网络上流传开后，不少上海电信用户在评论区反映自己也遭遇过类似情况，表 示办理时表称的千兆宽带实际速率远未达标，报修后问题也未能得到根治。 罗永浩表示，其搬至上海后开通电信独享千兆宽带服务，然而自办理以来的半年多时间里，宽带实际速 率绝大多数时候仅有不到一百兆。 罗永浩说："每次找来客服，不管是官方的还是非官方的，还是疑似在官方吃里扒外的，都是管用三五 天，然后又回到九十多兆。" 无可奈何之下，罗永浩通过朋友圈表示希望能有朋友介绍上海电信宽带的人帮忙解决："我就要在网上 发疯了……希望上海电信宽带多保重。" 黑猫投诉等平台上也可见上海电信宽带用户的投诉。有用户反映上海电信将其签约的100M上行宽带擅 自限制至 ...

具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新持股比例排行（前20名） 智通财经APP获悉，根据2025年12月18日披露数据，中国电信（00728）、绿色动力环保（01330）、大 眾公用（01635）位居港股通持股比例前3位，分别为72.22%、70.20%、69.39%。此外，小米集团－Ｗ （01810）、美团-W（03690）、贝壳-W（02423）在最近有统计数据的5个交易日内，持股额增幅最 大，分别为+51.02亿元、+43.47亿元、+18.61亿元;阿里巴巴－W（09988）、中芯国际（00981）、腾讯 控股（00700）在最近有统计数据的5个交易日内，持股额减幅最大，分别为-39.24亿元、-18.55亿 元、-16.86亿元。 3、港股通最近5个交易日减持榜（前10名） | 公司名称 | 持股额变动 | 持股数变动 | | --- | --- | --- | | 阿里巴巴－W(09988) | -39.24亿元 | -2723.26万股 | | 中芯国际(00981) | -18.55亿元 | -2866.93万股 | | 腾讯控股(00700) | -16.86亿元 | ...

Group 1 - The chairman of GuoDun Quantum, Lv Pin, passed away on December 18, 2025, and the company expressed deep condolences and sympathy to his family [1] - Lv Pin served as the chairman since May 2025 and held various committee positions within the company [1] - His passing will not affect the normal operation of the board, and the company will proceed with the election of a new chairman as per legal regulations [1] Group 2 - Lv Pin was 46 years old, born in July 1979, and held a master's degree [5] - He had a significant career in China Telecom, holding various managerial positions before becoming the chairman of GuoDun Quantum [5] - GuoDun Quantum, established in 2009, focuses on quantum communication, quantum computing, and quantum precision measurement, and is recognized as a pioneer in China's quantum information industry [5] Group 3 - GuoDun Quantum's stock price has seen significant growth, doubling from a low of 211.03 CNY per share on April 7, 2025, to 494.00 CNY per share by December 18, 2025 [6] - The stock reached its highest point of 618.28 CNY on October 31, 2025 [6]

12月18日晚间，《每日经济新闻》记者从多个渠道获悉，国盾量子董事长吕品已于当日离世。 安徽合肥高新警方发布警方通报称，2025年12月18日13时许，我局接报警称，吕某（男，46岁）在望江西路与孔雀台路交叉口某公司一办公室内失去意 识。接警后，民警立即到场处置。经120现场确认，吕某已无生命体征。经公安机关勘查调查，已排除案件。 当日晚，《每日经济新闻》记者来到中电信量子信息科技集团有限公司楼下，看到公司门口停着两辆警车，期间有身着警服的人员进入。大楼2楼至5楼办 公室均亮着灯，记者试图进入大楼了解事件详情，一楼一位自称园区物业的工作人员拦住记者，称"楼上没有人，都下班了"。 图片来源：每经记者张宝莲 据悉，吕品生于1979年7月，历任中国电信集团有限公司市场部副总经理，中国电信股份有限公司市场部副总经理，中国电信股份有限公司安徽分公司副 总经理、党委委员，中国电信集团有限公司安徽分公司副总经理；现任中电信量子信息科技集团有限公司董事长、党委书记，中电信量子科技有限公司董 事长。 吕品图片来源：中国电信 吕品于2025年5月30日就任国盾量子董事长。当日召开的国盾量子第四届董事会第十三次会议，审议通过了《关 ...

Core Insights - The consumer drone market is experiencing explosive growth, driven by innovations and diverse applications in various sectors, including tourism, agriculture, and urban services [3][4][5] - China Telecom is positioning itself as a key player in the low-altitude economy, leveraging its strengths in communication networks, AI, and cloud computing to support the development of consumer drones [2][5][6] Industry Growth - The consumer drone market is maturing, with over 600 drone manufacturing companies in China and a market value in the hundreds of billions [3] - The demand for consumer drones has expanded beyond aerial photography to include services in agriculture, urban governance, and logistics [3][7] Policy Support - Recent government policies, including the implementation of new guidelines for low-altitude economic applications, are providing significant support for the growth of the consumer drone market [4][5] Company Initiatives - China Telecom has established a dedicated subsidiary, China Telecom Drone Technology Co., to focus on the low-altitude economy and has made significant technological advancements in drone networking and intelligent scheduling [5][6] - The company has developed a comprehensive low-altitude economic capability system, introducing innovative products to address industry challenges [5][6] Technological Infrastructure - China Telecom is building a robust 5G-A low-altitude communication network, ensuring stable and real-time connectivity for drone operations across urban and rural areas [6] - The company has implemented a multi-dimensional "air traffic control system" to enhance drone safety and operational efficiency [6] Application Scenarios - China Telecom is actively expanding drone applications in various fields, including public safety, logistics, and agriculture, creating replicable and scalable models [7][8] - Notable projects include a 5G police drone system for smart governance and a low-altitude logistics line in rural areas to address last-mile delivery challenges [7][8] Future Outlook - China Telecom aims to continue collaborating with industry partners to unlock new drone application scenarios, contributing to the high-quality development of the economy and society [8]

Group 1 - As of December 17, the total shareholding of southbound funds in Hong Kong Stock Connect stocks accounts for 19.33% of the total share capital, with a total market value of HKD 60,627.61 billion [1] - There are 247 stocks where the shareholding ratio of southbound funds exceeds 20% [1] Group 2 - China Telecom has the highest shareholding ratio at 72.27%, followed by Gree Power and China Gas with 70.08% and 69.75% respectively [3] - The stocks with high southbound fund holdings are primarily concentrated in the healthcare, industrial, and financial sectors, with 56, 36, and 34 stocks respectively [3] - Over half of the stocks with high southbound fund holdings are AH concept stocks, with 128 out of the 247 stocks also listed in mainland China and Hong Kong, representing 51.82% [3]

Core Insights - The overall shareholding ratio of southbound funds in Hong Kong Stock Connect stocks is 19.33%, with 247 stocks having a shareholding ratio exceeding 20% [1] - Southbound funds hold a total of 4,915.49 million shares, accounting for 19.33% of the total share capital of the stocks, with a market value of 60,627.61 billion HKD, representing 14.57% of the total market value [1] Group 1: Shareholding Distribution - 247 stocks have a shareholding ratio of over 20%, 130 stocks between 10% and 20%, 94 stocks between 5% and 10%, 84 stocks between 1% and 5%, and 26 stocks below 1% [1] - The stock with the highest shareholding ratio by southbound funds is China Telecom, holding 1,003.09 million shares, which is 72.27% of the issued shares [2] - Other notable stocks with high shareholding ratios include Green Power Environmental (70.08%) and China Resources Power (69.75%) [2] Group 2: Industry Concentration - Southbound funds with a shareholding ratio exceeding 20% are primarily concentrated in the healthcare, industrial, and financial sectors, with 56, 36, and 34 stocks respectively [2] - The healthcare sector shows significant representation among high-shareholding stocks, with several companies like WuXi AppTec (57.49%) and Fosun Pharma (57.43%) [3] - The industrial sector also features prominently, with companies such as China Shenhua (66.44%) and COSCO Shipping Energy (63.69%) [2][3]

3、港股通最近5个交易日减持榜（前10名） | 公司名称 | 持股数量 | 最新持股比例 | | --- | --- | --- | | 中国电信(00728) | 100.31亿股 | 72.27% | | 绿色动力环保(01330) | 2.83亿股 | 70.08% | | 大眾公用(01635) | 3.72亿股 | 69.75% | | 凯盛新能(01108) | 1.70亿股 | 67.86% | | 天津创业环保股份(01065) | 2.27亿股 | 66.77% | | 中国神华(01088) | 22.44亿股 | 66.44% | | 中远海能(01138) | 8.26亿股 | 63.69% | | 南方恆生科技(03033) | 87.26亿股 | 63.48% | | 弘业期货(03678) | 1.54亿股 | 61.48% | | 广汽集团(02238) | 17.21亿股 | 61.16% | | 昊天国际建投(01341) | 67.83亿股 | 61.13% | | 万科企业(02202) | 13.09亿股 | 59.31% | | 广发証券(01776) | 10.0 ...

Core Viewpoint - Muxi Co., Ltd. has successfully listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board, opening with a 568% increase, reaching a stock price of 700 yuan and a total market value of 280 billion yuan, with a single contract profit of nearly 300,000 yuan, while the issue price was 104.66 yuan per share [1] Company Overview - Muxi Co., Ltd. is a leading domestic enterprise in high-performance general-purpose GPU products, becoming the second domestic GPU company to list on the A-share market after Moore Threads [1] - The company focuses on the independent research and development of full-stack high-performance GPU chips and computing platforms, primarily engaged in the R&D, design, and sales of full-stack GPU products for AI training and inference, general computing, and graphics rendering [1] - Muxi has established a unique GPU product system and an independent open software ecosystem, providing high-efficiency and versatile computing power support for cloud computing, and is a significant force in promoting the autonomous and controllable infrastructure for intelligent computing in various industries [1] Investment and Financing - Muxi has completed over 10 rounds of financing, with a strong shareholder base including the founding team, national funds, top VC firms, local state-owned assets, and industrial capital [2] - Key VC investors include Sequoia China and Matrix Partners, with Sequoia holding approximately 4.19% and Matrix holding 5.13% through multiple associated funds [2] - Lenovo Group, as an early strategic investor, holds nearly 1% of Muxi's shares and has collaborated on the "DeepSeek integrated machine," positioning itself in the domestic AI computing core sector [2] Product Development and Market Position - Muxi and Lenovo launched the "DeepSeek domestic AI integrated machine," achieving rapid delivery and significant market penetration across various core industries [3] - Muxi's GPU product matrix includes inference, training, and graphics rendering, with its flagship product, the Xiyun C600, achieving a fully domestic closed loop in design, manufacturing, and testing, competing with international leaders like NVIDIA's A100 [3] - The collaboration between Muxi and Lenovo enhances the usability of domestic GPUs and addresses the final mile in application, leveraging Lenovo's established supply chain and customer resources [3] Industry Outlook - The ongoing investment in AI infrastructure and the increasing importance of autonomous and controllable strategies are expected to drive the expansion of domestic computing power supply, with Muxi and Moore Threads leading the way [4] - This trend presents long-term investment opportunities in the capital market and promotes the development of the upstream and downstream of the industry chain [4]

Group 1 - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (00728) at 72.38%, Green Power Environmental (01330) at 70.04%, and Da Zhong Public Utilities (01635) at 69.80% [1][2] - The latest holding ratios for the top 20 companies in Hong Kong Stock Connect show significant ownership levels, with China Telecom leading at 100.46 million shares [2] Group 2 - In the last five trading days, Xiaomi Group-W (01810) saw the largest increase in holding amount, rising by 3.819 billion yuan, with an increase of 93.3851 million shares [1][2] - Meituan-W (03690) and Beike-W (02423) also experienced significant increases in holding amounts, with rises of 3.387 billion yuan and 1.617 billion yuan, respectively [1][2] Group 3 - Alibaba-W (09988) experienced the largest decrease in holding amount, dropping by 3.258 billion yuan, with a reduction of 22.5952 million shares [1][3] - Tencent Holdings (00700) and Yingfu Fund (02800) also saw significant decreases, with reductions of 1.698 billion yuan and 1.506 billion yuan, respectively [1][3]