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盘前公告淘金:芯原股份收购逐点半导体交割完成,科大讯飞机器人超脑平台技术突破超;颖电子加码AI算力PCB布局,扩产项目投资金额翻倍至33.15亿元
Jin Rong Jie· 2026-01-07 01:00
Important Matters - Chengjian Development has achieved a three-day stock increase and holds 18.91 million shares of Century Space, making it the fourth largest shareholder [1] - Lens Technology is a strategic investor in Strong Brain Technology and has exclusively undertaken the mass production of core hardware [1] - Shiyun Circuit is collaborating with brain-machine clients to advance the development of new material numbers [1] - Xinyada has indirectly held shares in Zhongke Aerospace through Xi'an Qingchuan [1] - Chipone Technology has completed the acquisition of Zhudian Semiconductor [1] - Suoling Co., Ltd. has seen a three-day stock increase, with its controlling shareholder's concerted action partner, Tanghe Holdings, successfully bidding for 37.5 million shares of the company [1] - iFlytek's robot super brain platform has achieved multiple technological breakthroughs in multi-modal noise reduction and has formed extensive collaborations with Yushu and Zhiyuan [1] Investment Operations - ZTE Corporation has conducted NTN technology trials and achieved breakthroughs, providing comprehensive satellite payload products [1] - Chaojie Co., Ltd. expects rapid growth in revenue from commercial aerospace-related businesses by 2026 [1] - Xinyi Chang plans to launch its second-generation wheeled robot before the 2026 Spring Festival, with three robot products expected to enter mass production in the second half of 2026 [1] - Zhejiang Xiantong is collaborating with Haohai Starry Sky and Qiteng Robotics, with robots expected to roll off the production line by the end of March [1] - Fengzhushou is placing significant emphasis on opportunities in commercial aerospace and aviation internet development, clearly positioning it as a fourth growth curve [1] - Chaoying Electronics has adjusted the investment amount for its AI computing high-end printed circuit board expansion project from 1.468 billion to 3.315 billion yuan [1] Contracts and Collaborations - Guoji Jinggong is focusing on new business areas, particularly in commercial aerospace bearings and humanoid robot bearings [1] - iFlytek's robot super brain platform has achieved multiple technological breakthroughs and has formed extensive collaborations with Yushu and Zhiyuan [1] - Desay SV Automotive has established strategic partnerships with several well-known robotics companies [1] - Tuobang Co., Ltd. has deepened cooperation with UBTECH in related business areas [1] - Fushite has signed a strategic cooperation agreement with Jiangxi Copper [1] - Robotech's subsidiary ficonTEC has signed a full automatic OCS packaging line order with a Swiss client [1] - Times New Materials has signed a sales contract for wind turbine blades worth approximately 3.32 billion yuan [1]
中兴通讯截至2025年12月31日尚未实施股份回购
Zhi Tong Cai Jing· 2026-01-07 00:50
中兴通讯(000063)(00763)发布公告,公司于2025年12月12日召开的第十届董事会第十七次会议审议 通过了《关于以集中竞价交易方式回购公司A股股份方案的议案》,同意公司使用自有资金以集中竞价 交易方式回购公司A股股份,用于实施公司员工持股计划或者股权激励。回购资金总额不低于人民币10 亿元且不超过人民币12亿元(均包含本数),回购价格不超过人民币63.09元/股。回购期限为自董事会审 议通过回购方案之日起12个月内。截至2025年12月31日,公司尚未实施本次股份回购。 ...
商业航天“星火”加速燎原 产业链公司“透底”业务进展及技术突破
Core Insights - The commercial aerospace sector in the A-share market is rapidly expanding, with several companies reporting progress in product delivery and profitability in satellite manufacturing and rocket components [1][2] - Companies are actively positioning themselves through technological advancements and strategic partnerships to capitalize on the growth opportunities in the commercial aerospace industry [1] Group 1: Order Delivery and Revenue Growth - Companies are beginning to achieve stable small-batch deliveries in their commercial aerospace businesses, with projections for significant revenue growth in the coming years [1] - Chaojie Co. expects its commercial aerospace-related revenue to grow rapidly by 2026, driven by the completion of key rocket models and increased market demand [1] - The manufacturing of rocket structural components is a critical segment of the commercial aerospace supply chain, with Chaojie Co. set to complete its riveting production line by mid-2024, capable of producing 10 rockets annually [1] Group 2: Product Development and Market Positioning - Jiuzhiyang has successfully sold products such as fiber amplifiers and tracking cameras for commercial aerospace applications, focusing on economic and reliable solutions [2] - Longsheng Technology's subsidiary has developed several core precision components for commercial aerospace, including satellite solar wing hinges and attitude control mechanisms [2] - Blues Technology has leveraged its expertise in consumer electronics to supply satellite ground receiver components and has developed ultra-thin photovoltaic glass modules for space applications [2] Group 3: Technological Ecosystem and Collaboration - The initial increase in orders signals robust growth in the commercial aerospace sector, supported by ongoing technological breakthroughs and collaborative ecosystem development [3] - ZTE is working on a star-ground integrated communication network for 6G, collaborating with domestic operators and satellite companies to validate NTN technology [3] - Companies like Qiji Precision and Chengdu Huami are focusing on developing satellite communication systems and high-performance chips to support commercial aerospace needs [4][5]
中兴通讯:公司根据客户、市场等诸多因素综合考量投标报价
Zheng Quan Ri Bao· 2026-01-06 13:42
(文章来源:证券日报) 证券日报网讯 1月6日,中兴通讯在互动平台回答投资者提问时表示,公司根据客户、市场、成本、交 货等诸多因素综合考量投标报价。 ...
中兴通讯:公司中东市场稳健经营
Zheng Quan Ri Bao Wang· 2026-01-06 12:40
证券日报网讯 1月6日,中兴通讯(000063)在互动平台回答投资者提问时表示,中东市场是公司国际 市场的组成部分之一,公司在中东市场稳健经营。 ...
中兴通讯:公司产品覆盖光传输、光接入、光终端的端到端全光网络
Zheng Quan Ri Bao· 2026-01-06 12:14
Core Insights - ZTE Corporation has achieved significant milestones in optical communication technology, including a world record for optical transmission distance and advancements in various product categories [1] Group 1: Optical Transmission - The company set a world record for optical transmission distance at 10,714 kilometers using hollow-core fiber in collaboration with telecom operators [1] - ZTE has completed real-world testing of its 1.6T coherent products for metropolitan optical networks [1] - The company launched the world's first full-frequency OTN and successfully completed pilot and commercial trials for 400G/800G full-frequency OTN data center interconnections [1] Group 2: Optical Access - ZTE has developed a prototype for the third-generation time-division coexistence technology scheme for 50G PON, paving the way for smooth upgrades in operator networks [1] Group 3: Optical Terminals - The company has shipped nearly 30 million FTTR products and holds the global leading position in PON CPE shipments [1] Group 4: Optical Modules - ZTE is considering both external procurement and in-house development of optical modules based on market and technical factors [1] - In the optical transmission sector, the company is developing and producing coherent optical modules for transmission networks, including OTN 100G/400G/800G pluggable modules [1] - For optical modules used in data communication fields such as servers, ZTE opts for external procurement [1] Group 5: CPO Technology - CPO is identified as a key technology for achieving high bandwidth and low power consumption in networks, with ZTE increasing its R&D efforts in optical communication, focusing on core components and packaging technology for CPO [1]
中兴通讯:公司目前生产经营活动一切正常
Zheng Quan Ri Bao· 2026-01-06 12:14
(文章来源:证券日报) 证券日报网讯 1月6日,中兴通讯在互动平台回答投资者提问时表示,公司目前生产经营活动一切正 常。 ...
中兴通讯:公司通过构建差异化品牌体系,传递丰富多元的品牌文化
Zheng Quan Ri Bao· 2026-01-06 12:14
证券日报网讯 1月6日,中兴通讯在互动平台回答投资者提问时表示,ZTE是公司英文名称 ZhongxingTelecommunicationEquipment的简写,也是公司面向全球市场的品牌核心符号。同时,公司通 过构建差异化品牌体系,传递丰富多元的品牌文化。公司旗下有中兴、努比亚、红魔三大品牌,满足不 同领域的用户需求。其中,中兴品牌主要面向商务人群,推动科技惠民;努比亚面向年轻人群,始终引 领潮流科技;红魔专注于电竞细分赛道,强化硬核、热血、潮酷的品牌标签。 (文章来源:证券日报) ...
瑞银集团对中兴通讯的多头持仓比例降至7.98%
Xin Lang Cai Jing· 2026-01-06 10:38
Group 1 - UBS's long position in ZTE Corporation's H-shares decreased from 8.17% to 7.98% as of December 30, 2025 [1]
中興通訊(00763)截至2025年12月31日尚未實施股份回購
智通财经网· 2026-01-06 09:43
Core Viewpoint - ZTE Corporation (00763) has announced a plan to repurchase its A-shares through centralized bidding, utilizing its own funds for employee stock ownership plans or equity incentives [1] Group 1: Repurchase Plan - The total amount allocated for the share repurchase will be no less than RMB 1 billion and no more than RMB 1.2 billion, including the stated amounts [1] - The maximum repurchase price is set at RMB 63.09 per share [1] - The repurchase period will last for 12 months from the date the board approves the repurchase plan [1] Group 2: Implementation Status - As of December 31, 2025, the company has not yet implemented the share repurchase [1]