公司主营精密电子零部件产品和集成方案,主要应用在智能手机摄( 头中的音圈马达VCM和摄像头模组CCM。马达相关电子零部件主.. 贝 (金) = % 11.8亿 55.63 +20.00% O sz 301567 公司从事精密结构件的研发、生产和销售,公司产品主要为运用于 能手机、可穿戴设备、智慧安居及汽车电子等行业的精密结构件, 消息面上，12月1日，中兴通讯表示，目前，搭载豆包手机助手技术预览版的工程样机努比亚M153少量发售，供开发者和感兴趣的朋友体验豆包手机助手。 其中，字节主导豆包大模型的植入与AI交互功能定义，中兴则主导硬件定义、产品设计和生产制造。 有色金属板块同样走强，白银有色、闽发铝业、亚太科技、罗平锌电涨停，天华新能、江西铜业、湖南白银、云南铜业等个股涨幅居前, 有色金属 +1.76% | + 自选 产业链 股票池 未上市公司 领涨次数 / 简称 涨跌幅↓ 流涌市值 现价 = 亚太科技 7.22 +10.06% O 62.9 Z sz 002540 公司是全球汽车行业铝材重要供应商及航空航天、轨道交通、海洋. 业等其他工业领域铝材优质供应商。主营高性能铝挤压材的研发、. 罗智能电 9.02 ...

12月1日市场早盘震荡拉升，深成指、创业板指盘中均涨超1%，沪指重返3900点上方。沪深两市半日成交额1.23万亿，较上个交易日放量2504亿。盘面上 热点快速轮动，全市场超3600只个股上涨。 从板块来看，消费电子方向集体大涨，中兴通讯、天音控股（000829）、道明光学（002632）等10余股涨停。有色金属板块表现活跃，白银有色 （601212）、闽发铝业（002578）涨停。商业航天概念延续强势，航天发展（000547）12天8板。下跌方面，风电板块走势较弱，三一重能跌超6%板块方 面，消费电子、有色金属等板块涨幅居前，保险、中船系、风电设备等板块跌幅居前。截至午盘收盘，沪指涨0.42%，深成指涨0.95%，创业板指涨 0.9%。 中兴通讯涨停，字节回应与中兴手机合作 中兴通讯A股、港股今日双双大涨。 A股中兴通讯开盘后持续走高，截至发稿已触及涨停，最新股价报46.3元/股。港股中兴通讯同样大幅上涨，截至发稿，最新股价报34.62港元/股，涨超 10%。 消息面上，今日上午，中兴通讯发布消息称，目前，搭载豆包手机助手技术预览版的工程样机努比亚M153少量发售，供开发者和感兴趣的朋友体验豆包 手机助手。 ...

港股上午盘三大指数集体上涨，恒生指数盘中一度冲高至1.24%，午间收涨0.81%重回26000点上方，国 企指数、恒生科技指数分别上涨0.64%及0.99%。大型科技股多数表现活跃，尤其是阿里巴巴涨超3%表 现相对强势；铜价新高，金价持续上涨，有色板块大爆发，五矿资源、中国黄金国际涨幅领先，苹果概 念股、半导体芯片股、港口及海运股普遍上涨。豆包手机助手已搭载在中兴的样机上，中兴通讯大涨超 11%表现抢眼。另外，中国央行首次重磅定调稳定币，加密货币概念股多数走低，泡泡玛特、蜜雪集 团、沪上阿姨等新消费概念股走低。(格隆汇) ...

Core Insights - ByteDance's Doubao team has officially released a technical preview of the Doubao Phone Assistant, which is based on the Doubao large model and aims to enhance user interaction and functionality through deep collaboration with smartphone manufacturers [1] - There are market rumors suggesting that ByteDance is developing an AI phone named "Doubao Phone," with ZTE as the ODM manufacturer, expected to launch by the end of this year or early next year [1] - ByteDance clarified that the Doubao Phone Assistant is an AI assistant software developed in collaboration with smartphone manufacturers and that there are no plans to develop a phone independently [1] Company Developments - The Doubao Phone Assistant is currently available for developers and tech enthusiasts on the Nubia M153, a prototype developed in collaboration with ZTE, priced at 3499 yuan [1] - ZTE's stock experienced significant fluctuations following the announcement, with its A-shares hitting the daily limit up and trading volume exceeding 14 billion yuan, while its Hong Kong shares rose over 10% during intraday trading [1][2]

Group 1: Stock Movements and Market Reactions - Hengdeli (03389) resumed trading and rose over 10% after announcing a voluntary cash offer at HKD 0.14 per share for all issued shares, excluding those already owned by the offeror and Mr. Feng Jiaqiao [1] - Anjuke Food (02648) increased nearly 5% following a report from Huachuang Securities after attending its 2025 first extraordinary general meeting, where management addressed operational and product channel strategies [1] - Copper stocks collectively surged, with Jiangxi Copper (00358) up 8.08%, China Daye Nonferrous Metals (00661) up 8.6%, and others, driven by a significant rise in LME copper futures, which exceeded USD 11,200, marking a historical high [1] Group 2: Industry-Specific Developments - Lichun Resources (02245) rose over 3% as reports indicated a major Chinese-controlled nickel smelter in Indonesia is cutting production due to tailings management issues [2] - Yuhua Education (06169) saw a nearly 1.89% increase after reporting a revenue of RMB 2.497 billion for the year ending August 31, 2025, a 5.4% year-on-year increase, with adjusted net profit rising 95.6% to RMB 914 million [2] - Jiantao Laminates (01888) increased nearly 7% as AI-driven demand for high-end PCBs surged, leading to price increases for key materials [2] Group 3: Strategic Partnerships and Collaborations - ZTE Corporation (00763) rose over 11% following reports of an upcoming AI phone launch in collaboration with ByteDance [2] - JD Health (06618) increased nearly 4% as demand for respiratory disease testing kits surged with the flu season, indicating a growing market for health-related products [3] - Xindong Company (02400) rose over 3% after announcing a strategic cooperation agreement with Golden Arc, including a financing agreement for USD 40 million [3] Group 4: Financial Performance Highlights - Bawang Tea (CHA.US) rose 6.09% after reporting Q3 results with a total GMV of RMB 7.93 billion and net income of RMB 3.208 billion, with overseas GMV increasing by 75.3% year-on-year [7]

Market Overview - The market experienced a strong upward trend on December 1, with the Shenzhen Component Index and ChiNext Index both rising over 1%, and the Shanghai Composite Index returning above 3900 points. The total trading volume in the Shanghai and Shenzhen markets reached 1.23 trillion yuan, an increase of 250.4 billion yuan compared to the previous trading day. Over 3600 stocks in the market saw gains [1]. Sector Performance - The consumer electronics sector saw significant gains, with companies like ZTE Corporation, Tianyin Holdings, and Daoming Optics hitting the daily limit. The non-ferrous metals sector was also active, with Silver Nonferrous and Minfa Aluminum reaching the daily limit. The commercial aerospace concept continued its strong performance, with Aerospace Development achieving 8 limit-up days in 12 days. Conversely, the wind power sector showed weakness, with Sany Renewable Energy dropping over 6% [1]. ZTE Corporation - ZTE Corporation's stock surged, reaching the daily limit in both A-shares and Hong Kong stocks. The A-share price hit 46.3 yuan per share, while the Hong Kong stock price reached 34.62 HKD, an increase of over 10% [3]. Beanbag Mobile Assistant - ZTE announced the limited release of the Nubia M153, which features the Beanbag Mobile Assistant technology preview version. The device is priced at 3499 yuan and includes a Snapdragon 8 Gen 2 processor, a 6.78-inch screen, and a 6000mAh battery. The Beanbag Mobile Assistant aims to enhance user interaction and experience through collaboration with mobile manufacturers [5][7]. Tianfeng Securities - Tianfeng Securities experienced a significant drop of nearly 7%, with over 500,000 shareholders affected. The decline followed the company's receipt of a notice from the China Securities Regulatory Commission regarding an investigation into alleged information disclosure violations. The stock price fell by 6.63% as of the latest report [10][11]. A-Share Earnings Growth Forecast - UBS Securities' analyst Meng Lei projected that the overall A-share earnings growth rate could rise from 6% this year to 8% by 2026. Factors contributing to this outlook include macro policy support, accelerated earnings growth, declining risk-free interest rates, and sustained inflows of long-term capital into the stock market [12]. Investment Themes - Investment themes suggested include focusing on technology self-sufficiency, the "anti-involution" concept, and Chinese companies expanding overseas. The growth style is expected to outperform the value style in the medium term, while the cyclical style may outperform defensive styles due to ongoing "anti-involution" policies [13].

A股三大指数早盘震荡拉升，放量上涨。截至午间收盘，上证指数涨0.42%，深证成指涨0.95%，创业板 指涨0.9%。沪指重返3900点上方， 盘面上，消费电子板块集体爆发，AI手机方向纷纷大涨，中兴通讯、天音控股、道明光学等10余股涨 停；有色金属、贵金属概念持续走强，白银有色涨停，江西铜业一度触及涨停；商业航天概念延续强 势，航天发展、航天环宇涨停或涨超10%；影视板块开盘活跃，中国电影涨停；银行股震荡走强，张家 港行涨超5%；锂电池产业链反复活跃，金富科技、天华新能涨停或涨超10%。此外，稀土、光模块、 PCB等方向盘中均有所表现。 跌幅方面，钛白粉概念震荡下挫，安纳达跌超4%；消费股局部陷入调整；光伏板块走势较弱，阿特斯 跌逾7%。 焦点个股方面，中兴通讯持续走强封板涨停，成交额超131亿元。据报道，字节跳动和中兴通讯合作的 AI手机即将在12月初发布。其中，字节主导豆包大模型的植入与AI交互功能定义，中兴则主导硬件定 义、产品设计和生产制造。 展望后市，中信证券认为，市场呈现出低波慢牛的特征，未来需要内需的重大变化打开市场高度，在超 预期的变化出现前，配置上建议延续资源/传统制造业定价权的重估以及企业 ...

Market Overview - A-shares experienced a volatile rise in early trading, with the Shenzhen Composite Index and ChiNext Index both increasing by over 1%, while the Shanghai Composite Index returned above 3900 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.23 trillion yuan, an increase of 250.4 billion yuan compared to the previous trading day [1] Sector Performance - The consumer electronics sector saw a collective surge, with companies like ZTE Corporation, Tianyin Holdings, and Daoming Optics hitting the daily limit [2] - The non-ferrous metals sector was active, with Silver Nonferrous and Minfa Aluminum also reaching the daily limit [2] - The commercial aerospace concept continued its strong performance, with Aerospace Development achieving 8 limit-ups in 12 days [2] - Conversely, the wind power sector showed weak performance, with Sany Renewable Energy dropping over 6% [2] - Overall, the Shanghai Composite Index rose by 0.42%, the Shenzhen Composite Index increased by 0.95%, and the ChiNext Index gained 0.9% [2]

Core Viewpoint - ByteDance has no plans to develop its own smartphones, focusing instead on AI assistant software in collaboration with mobile manufacturers [1] Group 1: Company Developments - ByteDance's Doubao team has released a technical preview version of the Doubao mobile assistant, which is an AI assistant software developed in collaboration with mobile manufacturers at the operating system level [1] - The only officially disclosed mobile partner currently is ZTE, with whom ByteDance is negotiating assistant cooperation [1] Group 2: Product Information - The Doubao mobile assistant is currently available on a limited number of engineering samples, specifically the nubia M153, which is intended for user experience testing [1] - ByteDance emphasizes that it is not developing smartphones but is working with multiple mobile manufacturers to implement the mobile assistant cooperation plan [1] Group 3: Market Reaction - Following the announcement, ZTE's stock price increased by 6.84% [1]

市场早盘红盘震荡，深成指、创业板指双双涨近1%。板块方面，消费电子板块强势领涨，豪声电子涨 超20％，龙头中兴通讯涨停；有色金属板块大幅高开，罗平锌电、白银有色等多股涨停；商业航天板块 震荡走强，雷科防务、利君股份等多股涨停；下跌方面，保险板块弱势震荡，中国人保领跌；软件开发 板块调整，国投智能跌幅居前。总体来看，个股涨多跌少，上涨个股超3600只。截至午间收盘，沪指报 3904.90，涨0.42%；深成指报13106.95点，涨0.95%；创指报3080.16点，涨0.90%。盘面上，消费电子、 金属锌、金属铅板块涨幅居前，互联网电商、保险、钛白粉概念跌幅居前。 ...