Group 1 - The core viewpoint of the article highlights the performance of the Telecom ETF Huatai (560300), which opened with a slight decline of 0.15% at 2.045 yuan [1] - Major holdings in the Telecom ETF include China Mobile, which remained unchanged, China Unicom with a rise of 0.62%, and China Telecom also unchanged. Other notable performers include China Satcom up by 1.97%, Zhongji Xuchuang up by 2.71%, Yinzhijie up by 0.73%, Xinyi Sheng up by 4.10%, ZTE up by 1.08%, Tianfu Communication up by 5.66%, and Zhongtian Technology up by 1.77% [1] - The performance benchmark for the Telecom ETF is the CSI Telecom Theme Index return, managed by Huatai Fund Management Co., Ltd. The fund manager is Wei Lizhu, and since its establishment on December 5, 2023, it has achieved a return of 105.17%, with a monthly return of 0.12% [1]

Group 1 - The core viewpoint of the news is the establishment of a low-altitude economy standard system in China, aiming for a basic framework by 2027 and over 300 standards by 2030 to support the healthy development of the low-altitude economy [1][2] - The low-altitude economy is transitioning from concept validation to practical application, with a rapid increase in the number of related enterprises and continuous market growth [1][2] - By 2025, the low-altitude economy market in China is projected to reach 1.5 trillion yuan, with expectations of 3.5 trillion yuan by 2035, highlighting its potential as a new trillion-level industry [2][3] Group 2 - Local governments are actively promoting low-altitude economic development, with Shanghai targeting an industry scale of over 80 billion yuan by 2028 and Chongqing implementing policies to encourage innovation and testing [2][3] - The low-altitude economy is recognized as a national strategic priority, with policies becoming increasingly detailed, indicating a maturing industry [3][4] - The consumer-grade drone market is expected to reach 48.9 billion yuan in 2024, growing by 20%, while the industrial-grade market reached 113.4 billion yuan in 2023, showing greater growth potential [4] Group 3 - Companies are making strategic investments in the low-altitude economy, with Deep City Transportation planning to raise up to 1.8 billion yuan for projects related to intelligent transportation and low-altitude applications [2][3] - ZTE Corporation is advancing its low-altitude sensing technology through pilot projects, while XPeng Motors is exploring flying cars with plans for stable progress between 2026 and 2028 [6][7] - Contemporary Amperex Technology Co., Ltd. has introduced a low-altitude economic solution combining zero-carbon water airports and eVTOL aircraft, marking a significant step towards large-scale development [7]

Group 1 - Chinese government emphasizes the implementation of policies to promote high-quality development and new growth points [2][39] - Local governments are urged to enhance service awareness and improve administrative efficiency to address business concerns [2][39] - The "14th Five-Year Plan" should focus on practical and systematic planning, avoiding overly ambitious projects [2][39] Group 2 - Recent incidents of Chinese enterprise personnel being detained in the US have raised concerns about the impact on business exchanges [3][40] - The Chinese government has expressed strong opposition to the US's actions and called for the cessation of such practices [3][40] Group 3 - The South Korean stock market experienced a significant drop, triggering temporary trading halts [5][42] - The KOSPI index fell by 5.26%, closing at 4949.67 points, after previously reaching a historic high [6][42][7] - The Indonesian stock market also faced turbulence, with the Jakarta Composite Index dropping by 4.88% [8][43] Group 4 - The domestic futures market saw a rare plunge, with 13 commodity futures hitting the limit down due to panic selling [9][44] - The decline was attributed to a combination of factors, including excessive leverage and market structure vulnerabilities [9][44] Group 5 - The National Investment Silver LOF fund announced a significant adjustment in its valuation method for silver futures contracts [10][45] - This adjustment aims to better reflect international market price fluctuations [10][45] Group 6 - The gaming industry reported record revenue per user, with several A-share companies expecting positive performance [17][52] - The humanoid robot industry is accelerating, with institutions actively researching companies with promising earnings [17][52] Group 7 - Shanghai Yizhong reported a net profit increase of 819.42% for 2025, driven by the inclusion of its core product in the national medical insurance directory [19][53] - The company plans to continue investing in R&D for innovative drugs [19][53] Group 8 - XGIMI Technology and Espressif Systems announced share buyback plans, with total amounts not less than 50 million yuan [20][54] - ST Kaiyuan may face delisting risk due to negative net assets projected for 2025 [21][55]

Group 1 - The National Market Regulation Administration, along with ten other departments, released the "Low Altitude Economy Standard System Construction Guide (2025 Edition)", aiming to establish a basic standard system for low altitude economy by 2027 and over 300 standards by 2030 to support its safe and healthy development [1] - The low altitude economy is transitioning from concept validation to practical application, with a rapid increase in the number of related enterprises and continuous market growth [1] - Policy innovations are providing solid support for the development of the low altitude economy, including the establishment of a statistical classification for the low altitude economy and core industries [1] Group 2 - Local governments are forming significant industrial clusters in the low altitude economy, with Shanghai aiming for a core industry scale of over 80 billion yuan by 2028 and Chongqing promoting high-quality development through various policy measures [2] - The China Civil Aviation Administration predicts that the low altitude economy market will reach 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035, positioning it as a core track for cultivating new production capacity [2] Group 3 - Listed companies are accelerating their strategic layouts in the low altitude economy, with Shen Cheng Jiao planning to raise up to 1.8 billion yuan for various projects including low altitude and autonomous driving technologies [3] - Ziguang Guowei is establishing a central research institute to enhance its research capabilities in low altitude vehicles and other applications [3] - The low altitude economy is recognized as a national strategic focus, with its development expected to create several trillion-level market growth points [3] Group 4 - The consumer-grade market for drones is projected to reach 48.9 billion yuan in 2024, growing by 20%, while the industrial-grade market is expected to reach 113.4 billion yuan in 2023, indicating greater growth potential [4] - The drone industry is advancing rapidly, although there is still room for improvement in policy standards [4] Group 5 - ZTE Corporation is advancing its low altitude perception and detection technologies through pilot projects in collaboration with industry partners [6] - XPeng Motors is working towards stable advancements in flying cars, with aspirations for significant progress between 2026 and 2028 [6] - GAC Group has received nearly 2,000 orders for its flying car, GOVY AirCab, which is undergoing airworthiness reviews and is expected to begin deliveries by the end of 2026 [6] Group 6 - CATL's ecological enterprise, Fei Aviation Technology, launched a "zero-carbon water airport + eVTOL aircraft" solution, marking a significant breakthrough in low altitude infrastructure and application scenarios [7]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码（A/H）：000063/00763 证券简称（A/H）：中兴通讯 公告编号：202603 中兴通讯股份有限公司 第十届董事会第十九次会议决议公告 本公司及董事会全体成员保证董事会决议公告的内容真实、准确和完整，没有虚假记载、误导性陈述或 重大遗漏。 中兴通讯股份有限公司（简称"公司"）已于2026年1月27日以电子邮件的方式向公司全体董事发出了 《关于召开中兴通讯股份有限公司第十届董事会第十九次会议的通知》。2026年2月2日，公司第十届董 事会第十九次会议（简称"本次会议"）以通讯表决方式召开。本次会议应表决董事9名，实际表决董事9 名。本次会议的召开符合有关法律、行政法规、部门规章和《中兴通讯股份有限公司章程》的有关规 定，会议合法、有效。 本次会议审议通过了《关于认购陕西建兴湛卢股权投资合伙企业（有限合伙）份额的议案》，决议内容 如下： 1、同意中兴通讯股份有限公司与建信（北京）投资基金管理有限责任公司、陕西省科技创新母基金合 伙企业（有限合伙）、无锡市高新区创业投资控股集团有限公司、深圳市垣华投资有限公司、矽力杰半 导体技术（杭州）有限公司、 ...

Core Viewpoint - Shanghai Yizhong reported a significant increase in net profit for 2025, driven by the inclusion of its core product in the national medical insurance directory and increased R&D investments [2]. Group 1: Company Performance - Shanghai Yizhong's total revenue for 2025 reached approximately 317.08 million yuan, a year-on-year increase of 82.72%, with net profit soaring by 819.42% to about 64.13 million yuan [2]. - Chipway Technology achieved a revenue of 394 million yuan in 2025, reflecting an 11.52% increase, while net profit decreased by 4.91% to 10.6 million yuan [5]. Group 2: Share Buybacks - XGIMI Technology plans to repurchase shares with a total fund of no less than 50 million yuan and no more than 100 million yuan, at a price not exceeding 159.51 yuan per share [3]. - Lexin Technology also intends to repurchase shares with a similar financial commitment, with a maximum price of 170.29 yuan per share [3]. Group 3: Risk Warnings - ST Kaiyuan anticipates a potential delisting risk warning due to expected negative net assets for 2025 [4]. Group 4: Important Investments - Aorui Technology's subsidiary plans to invest approximately 145 million yuan in computing power equipment [7]. - ZTE Corporation intends to invest 117 million yuan in a fund focused on new generation information technology and advanced manufacturing [10]. - Dawn Holdings is set to acquire a plastic and engineering plastic compound business in Vietnam for approximately 15.74 million USD [11]. Group 5: New Projects and Developments - Guangdong Electric Power A announced the successful commissioning of its Maoming Bohua Power Plant, with a total investment of 7.48 billion yuan and an expected annual power generation of 8.6 billion kWh [12]. - Ugreen Technology has submitted an application for H-share listing on the Hong Kong Stock Exchange [12].

Major Events - Singularity Guofeng (01280) sold all shares of China Silver Ray (Hong Kong) Investment Holdings Limited at zero cost [1] - ZTE Corporation (00763) plans to invest 117 million yuan to subscribe to Jianxing Zhanlu Fund shares [1] - Cloud Factory (02512) subsidiary won the bid for the second phase of the artificial intelligence industry base project [1] - CSPC Pharmaceutical Group (01093) received drug registration approval for Chlorpheniramine Lactate Injection [1] - Derin Holdings (01709) reported a Bitcoin balance of 84.555 BTC as of January 31 [1] - Baiguoyuan Group (02411) diluted its stake in Baiguoyuan Commercial Management to 51.02%, with core management investing to enhance new business layout [1] Operating Performance - XPeng Motors-W (09868) delivered 20,011 new vehicles in January [1] - Ruipulan Jun (00666) issued a profit warning, expecting a net profit of approximately 630 million to 730 million yuan in 2025, turning from loss to profit [1] - China Merchants Jinling (00978) projected a total contract sales amount of approximately 32.308 billion yuan in 2025, a year-on-year decrease of 23.91% [1] - China National Building Material (03323) issued a profit warning, expecting a shareholder loss of approximately 2.3 billion to 4 billion yuan in 2025, turning from profit to loss [1]

智元机器人将举办全球首个大型机器人晚会"机器人奇妙夜"；SpaceX与XAI就合并事宜进行深入谈判。 ④卡莱特推出Mica P100产线机器人； ⑤中兴通讯上线Co-Claw企业版； ⑥天准星智推出基于Jetson T4000的具身大脑域控制器； ⑦Soul App开源实时数字人生成模型SoulX-FlashTalk。 ①特斯拉最新人形机器人2026年底前启动量产； ②智元机器人将举办全球首个大型机器人晚会"机器人奇妙夜"； ③SpaceX与XAI就合并事宜进行深入谈判； ...

Company News - China Merchants Jinling (00978.HK) reported a total contract sales of approximately 32.308 billion yuan for 2025, representing a year-on-year decrease of 23.91% [2] - ZTE Corporation (00763.HK) plans to invest 117 million yuan to subscribe to shares of Jianxing Zhanlu Fund, which aims to support a broader range of innovative businesses and upstream and downstream industry chain enterprises [2] - Cloud Factory (02512.HK) announced that its subsidiary won a bid for the second phase of the artificial intelligence industry base project, with a contract value of 520 million yuan [2] - XPeng Motors-W (09868.HK) delivered 20,011 new vehicles in January [3] - La Jiao Network Entertainment (08172.HK) announced that its subsidiary, La Jiao Zhongbo, received authorization from Ant Group to become the "official service provider" for "Ant Treasure Box" [3] - Jun Dong Holdings (08277.HK) signed a timber harvesting and sales agreement with Jinda Forestry through its subsidiary Hebei Linmu [3] - Global Medical (02666.HK) plans to issue corporate bonds with a total principal amount not exceeding 1 billion yuan [3] - Junsheng Tai Pharmaceutical-B (02511.HK) appointed Dr. Filip Surmont as Chief Medical Officer to strengthen its layout in chronic kidney and metabolic diseases (CKM) [3] - Blue River Holdings (00498.HK) entered into a cooperation framework agreement with Energy Storage Investment Company [3] Financing and Buyback Activities - Junda Co., Ltd. (02865.HK) completed a placement of 18.682 million shares, raising approximately 398 million HKD [4] - Xiaomi Group-W (01810.HK) repurchased 6 million shares for a total of 209 million HKD, with repurchase prices ranging from 34.54 to 35.00 HKD [4] - Country Garden Services (06098.HK) repurchased 1.8 million shares for a total of 11.346 million HKD, with repurchase prices between 6.26 and 6.35 HKD [5] - Vitasoy International (00345.HK) repurchased 1.682 million shares for a total of 11.7363 million HKD, with repurchase prices between 6.89 and 7 HKD [6] - Aikang Medical (01789.HK) plans to use up to 150 million HKD for share buybacks [7]

中兴通讯（000063）(000063.SZ)公告，公司拟作为有限合伙人出资1.17亿元认购陕西建兴湛卢股权投资 合伙企业(有限合伙)(暂定名)。该合伙企业将投资于新一代信息技术产业、新能源、人工智能、先进制 造领域。 ...