香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示概不對因本公告全部或任何部分內容而 產生或因倚賴該等內容而引致的任何損失承擔任何責任。 本公告僅供參考，並非收購、購買或認購證券的邀請或要約，亦非邀請訂立協議進行收 購、購買或認購，且不可視為邀請提出收購、購買或認購任何證券的建議。 本公告並非供於美國（包括其領地及屬土，美國任何一個州及哥倫比亞特區）直接或間 接分發。本公告及其所載資料幷不構成或組成在美國購買、認購或出售證券的建議或要 約。本公告所述的證券並無亦不會根據 1933 年《美國證券法》（經修訂）（「證券法」） 或美國任何州或其他司法權區的證券法登記。本公告所述證券會基於證券法 S 規例（「S 規例」）在美國境外發售及出售，而未根據證券法辦理登記或獲得豁免登記的情况下不 可在美國境內發售或出售。在受到限制或禁止的情况下，本公告所述證券幷非亦不會在 美國或任何其他司法權區公開發售。本公告或其所載資料並非索取金錢、證券或其他代 價，而倘回應本公告或其所載資料而發出金錢、證券或其他代價亦不會獲接納。 ZTE CORPORATION （中 ...

致：香港交易及結算所有限公司 公司名稱: 中興通訊股份有限公司 呈交日期: 2025年8月5日 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00763 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 755,502,534 | RMB | | 1 RMB | | 755,502,534 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 755,502,534 | RMB | | 1 RMB | | 755,502,534 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港 ...

Core Insights - The CSI Hong Kong-Shanghai-Shenzhen 500 Communication Services Index has shown significant growth, with a 10.16% increase over the past month, 20.08% over the past three months, and 20.80% year-to-date [1][2] Group 1: Index Performance - The CSI Hong Kong-Shanghai-Shenzhen 500 Communication Services Index is currently at 2069.32 points [1] - The index is based on a sample of securities categorized into 11 industries, reflecting the overall performance of different sectors within the index series [1] Group 2: Index Holdings - The top ten weighted stocks in the index include Tencent Holdings (14.19%), China Mobile (13.04%), Kuaishou-W (8.97%), and others [1] - The market segment distribution of the index holdings shows that the Hong Kong Stock Exchange accounts for 50.91%, Shenzhen Stock Exchange for 32.89%, and Shanghai Stock Exchange for 16.20% [1] Group 3: Industry Composition - The industry composition of the index holdings includes Telecommunications Services (37.04%), Digital Media (27.18%), and Communication Equipment (25.97%) [2] - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2]

Group 1 - The core viewpoint of the article highlights the strong performance of optical modules and the 5G communication ETF, indicating a positive market trend in the AI computing infrastructure sector [1] - The overseas AI computing infrastructure is transitioning from an "investment phase" to a "harvest phase," with the market currently underestimating its long-term growth potential and certainty [1] - The overseas AI computing industry chain possesses significant advantages in technological ecology, business closure, and sustainable capital investment [1] Group 2 - The 5G communication ETF (515050) tracks the CSI 5G communication theme index, with a latest scale exceeding 6 billion yuan, focusing on key players in the Nvidia, Apple, and Huawei supply chains [1] - AI computing concept stocks account for over 30% of the ETF's weight, while optical module CPO concept stocks represent 31% and PCB circuit board concept stocks account for 15.95% [1] - The top ten weighted stocks in the ETF include major companies such as Zhongji Xuchuang, Xinyi Sheng, and Lixun Precision [1] Group 3 - For higher volatility, the company suggests considering the ChiNext AI ETF (159381), which tracks the ChiNext AI index and selects AI-focused companies listed on the ChiNext board [1] - The optical module weight in the ChiNext AI ETF exceeds 41%, with the top three constituent stocks being Zhongji Xuchuang (15.89%), Xinyi Sheng (14.86%), and Tianfu Communication (4.77%) [1] - The annual management fee rate for the ChiNext AI ETF is 0.15%, and the custody fee rate is 0.05%, making it the lowest comprehensive fee rate among comparable funds [1]

Core Insights - ZTE Corporation's subsidiary, ZTE (Nanjing) Co., Ltd., has received IATF 16949 automotive quality management system certification from TÜV Rheinland, indicating a mature quality management system that meets automotive industry standards [2][3] - The IATF 16949 standard, established by the International Automotive Task Force in 2016, aims to reduce quality risks and enhance production efficiency and product quality through preventive measures and continuous improvement [2] - This certification is a significant milestone for ZTE in the automotive sector, supporting its expansion into the smart vehicle domain [2][3] Company Developments - ZTE has over 30 years of R&D experience in the ICT field, showcasing strong foundational innovation capabilities in chips, algorithms, architectures, and operating systems [3] - The company aims to become a provider of digital automotive foundational capabilities and a high-performance partner for domestic manufacturers, offering hardware and software products and services related to connectivity and intelligence in vehicles [3] Partnership Insights - The long-standing collaboration between ZTE and TÜV Rheinland has been crucial for the continuous improvement of ZTE's quality management system [3] - TÜV Rheinland emphasizes its commitment to providing excellent technical support across the entire automotive industry chain, highlighting the mutual trust and successful cooperation with ZTE [3]

Core Insights - The National Internet Information Office released the "National Information Development Report (2024)", highlighting advancements in next-generation communication technologies, particularly the successful development and testing of 5G-Advanced (5G-A) and the initiation of 6G technology trials [1] - By the end of 2024, over 300 cities in China are expected to have 5G-A network coverage, marking a significant step towards large-scale commercial deployment [1] - 5G-A is being applied in various industrial scenarios, enhancing efficiency in manufacturing through low-latency and precise positioning technologies [1][2] Group 1: 5G-A Development and Applications - 5G-A represents a critical phase in the evolution from 5G to 6G, featuring revolutionary breakthroughs such as millisecond-level latency and multi-gigabit speeds, with only a few countries like China and the UAE achieving commercial deployment [2] - The application of 5G-A is expanding into low-altitude economies, intelligent driving, and satellite communications, providing reliable connectivity for various scenarios including smart aviation networks and unmanned aerial vehicle operations [2][5] - As of June 2023, over 30 provinces in China have launched main packages for 5G-A, with user numbers exceeding 10 million, indicating a growing market [5] Group 2: Industry Impact and Ecosystem - The development of 5G-A is fostering a cluster development trend within the industry, with major operators like China Telecom and China Unicom establishing around 70,000 shared 5G-A base stations, stimulating growth in the chip, module, and terminal supply chains [6] - The integration of 5G-A with AI technologies is driving multi-dimensional breakthroughs in both industrial and consumer services, enhancing the collaborative effects across the industry chain [6][7] - The expansion of 5G-A coverage is leading to differentiated demand across various scenarios, such as air-to-ground communication and drone operations, which require varying performance metrics like latency and bandwidth [8] Group 3: Market Projections and Challenges - The market for specific segments like millimeter-wave chips and integrated sensing modules is projected to exceed 80 billion yuan by 2027, indicating a significant growth opportunity [9] - Despite the promising developments, challenges remain in areas such as spectrum management, interference control, and the establishment of a sustainable commercial ecosystem [9]

Group 1 - The core point of the article is that ZTE Corporation has obtained a patent for "Differential Feed Network and Antenna," with the authorization announcement number CN119905817B, and the application date is March 2025 [1] - ZTE Corporation was established in 1997 and is located in Shenzhen, primarily engaged in the manufacturing of computers, communications, and other electronic devices [1] - The registered capital of ZTE Corporation is 478,353.4887 million RMB [1] Group 2 - ZTE Corporation has invested in 105 companies and participated in 5,000 bidding projects [1] - The company has 1,876 trademark information entries and 5,000 patent information entries [1] - Additionally, ZTE Corporation holds 204 administrative licenses [1]

Group 1 - The "AI·Mirror" Nanjing Artificial Intelligence Ecological Street officially launched on August 1, marking a significant step in the city's "Artificial Intelligence+" industry development [2] - Nanjing has introduced several policies to promote AI innovation, including the "Nanjing City Further Promote Artificial Intelligence Innovation Development Action Plan (2024-2026)" and "Several Policy Measures to Promote Artificial Intelligence Innovation Development" [2][3] - The new ecological street is strategically located near the China (Nanjing) Software Valley, which is a key area for software and AI enterprises, housing 328 AI-related companies and 50,000 AI professionals [3] Group 2 - The ecological street covers an area of 1.9 square kilometers and is designed with a layout of "one ring, two axes, three cores, and four districts," focusing on smart production, intelligent living, commercial support, and low-carbon ecology [3] - The goal is to create an integrated AI ecosystem that combines research and development, industry incubation, and application demonstration, aiming to be a leading area for AI and software industry integration [3][4] - By 2030, the street aims to gather 1,000 AI upstream and downstream enterprises, 100,000 AI talents, and launch 500 representative vertical intelligent products, with core industry output exceeding 100 billion and related industry output surpassing 300 billion [4] Group 3 - The AMD ROCm laboratory, a global innovation hub, will be established in the street, focusing on expanding the ROCm open-source ecosystem and creating comprehensive scene optimization solutions [4] - Twelve companies have signed agreements to settle in the AI-related industry projects, including Jiangsu Zhongxie Intelligent Technology Co., which plans to invest 100 million yuan in an "AI + Acoustics" integrated model project [5] - Shanghai Kuangfan Technology Co., a high-performance computing and industry empowerment service provider, will also invest 100 million yuan to establish its regional headquarters in Nanjing, promoting localized AI computing products in education, research, and healthcare [5]

Group 1 - The core point of the article highlights the performance and holdings of the Huatai-PineBridge CSI 300 Anzhong Index A fund, which has a recent net value of 1.9429 yuan and a decline of 0.78% [1] - The fund's one-month return is 4.19%, ranking 724 out of 1620 in its category, while the three-month return is 8.95%, ranking 883 out of 1541 [1] - Year-to-date, the fund has achieved a return of 3.61%, with a ranking of 1108 out of 1423 in its category [1] Group 2 - The top ten stock holdings of the fund account for a total of 22.91%, with significant positions in companies such as China Shenhua (3.43%), China Yangtze Power (3.09%), and Kweichow Moutai (2.90%) [1] - As of June 30, 2025, the fund has a total size of 1.375 billion yuan, and the fund manager is Wu Zhenxiang [1] Group 3 - Wu Zhenxiang has a strong academic background with a PhD in management from the University of Science and Technology of China and a postdoctoral degree in applied mathematics from the Chinese Academy of Sciences [2] - He has extensive experience in fund management, having held various positions at Huatai-PineBridge since March 2008, including senior manager and quantitative investment analyst [2]

Core Viewpoint - The article emphasizes the significance of the China International Industry Fair as a platform for showcasing advancements in manufacturing and technology, particularly focusing on the integration of computing power and industrial applications [1][20][21]. Group 1: Event Overview - The "Industrial Computing Power 'Chip' Engine Technology Seminar" will be held on September 23, focusing on the potential applications of chips in industrial scenarios and the evolution of computing power [1][5]. - The seminar aims to connect technological innovation, industry demand, and market opportunities, featuring participation from industry experts, scholars, and corporate representatives [5][9]. Group 2: Industry Context - The global landscape is undergoing a technological revolution, with computing power becoming a core productivity driver in the digital age, transforming production methods and industry structures [5][23]. - The industrial sector is experiencing unprecedented digitalization, networking, and intelligence transformation, which imposes high standards on foundational computing power [5][9]. Group 3: Seminar Agenda - The seminar will cover various topics, including: - Storage root technology for data storage in Chinese manufacturing [6]. - Industrial big data from governance to value realization [7]. - Predictive maintenance 2.0 focusing on fault warning and lifespan calculations [7]. - The role of FPGA chips in the "Robot+" era [7]. - Accelerating IIOT solution implementation [7]. - A roundtable forum for discussion [7]. Group 4: Participant Composition - The seminar will feature prominent companies such as Huawei, ZTE, and BYD, alongside international industrial giants like Siemens and Bosch, highlighting the event's professional and international caliber [9][10]. - The diverse participation from various industry organizations and enterprises underscores the strategic importance of industrial computing power across different sectors [10].