12月31日，中国联通收涨0.39%，收盘价为5.11元，发生1笔大宗交易，合计成交量200万股，成交金额 934万元。 第1笔成交价格为4.67元，成交200.00万股，成交金额934.00万元，溢价率为-8.61%，买方营业部为长江 证券股份有限公司武汉分公司，卖方营业部为华泰证券股份有限公司武汉江汉路证券营业部。 责任编辑：小浪快报 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为2046.25万元。该股近5个交易日累 计下跌0.39%，主力资金合计净流出1.57亿元。 ...

融资客的行为一直备受市场关注，投资者寄望能从中捕捉到投资机会。证券时报·数据宝统计，12月30 日共有3757只个股获融资资金买入，其中买入金额居前的个股有三花智控，买入额为22.96亿元；中际 旭创买入额为22.93亿元；新易盛买入额为19.10亿元。从融资买入额占个股当日成交额比例来看，10只 个股买入额占成交额比例超30%。（数据宝） | 亿田智能 | | --- | | 688653 | 康希通信 | 1396.63 | 5672.05 | 24.62 | -0.08 | | --- | --- | --- | --- | --- | --- | | 600880 | 博瑞传播 | 1535.54 | 6270.04 | 24.49 | 0.21 | （文章来源：证券时报网） 12月30日融资买入占成交额居前个股 | 证券代码 | 证券简称 | 融资买入额（万元） | 成交金额（万元) | 融资买入占比（%) | 涨跌幅(%) | | --- | --- | --- | --- | --- | --- | | 600790 | 轻纺城 | 2434.96 | 5650.31 | 43.09 | -0. ...

联通数字科技有限公司，成立于2006年，位于北京市，是一家以从事软件和信息技术服务业为主的企 业。企业注册资本988983.091327万人民币。通过天眼查大数据分析，联通数字科技有限公司共对外投 资了54家企业，参与招投标项目5000次，财产线索方面有商标信息24条，专利信息1959条，此外企业还 拥有行政许可42个。 联通物联网有限责任公司，成立于2018年，位于南京市，是一家以从事软件和信息技术服务业为主的企 业。企业注册资本100000万人民币。通过天眼查大数据分析，联通物联网有限责任公司参与招投标项目 1694次，财产线索方面有商标信息47条，专利信息222条，此外企业还拥有行政许可6个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，中国联合网络通信集团有限公司取得一项名为"物联网数据的推送方法、装 置、云平台、介质及产品"的专利，授权公告号CN119996506B，申请日期为2025年2月。 天眼查资料显示，中国联合网络通信集团有限公司，成立于1994年，位于北京市，是一家以从事电信、 广播电视和卫星传输服务为主的企业。企业注 ...

Investment Rating - The report maintains a "Positive" investment rating for the communication industry [10]. Core Insights - The communication sector saw a 4.21% increase in the 52nd week of 2025, ranking 8th among major industries in the Yangtze River region. Year-to-date, the sector has risen by 87.14%, ranking 1st [2][4]. - Nvidia has entered a non-exclusive licensing agreement with AI inference chip leader Groq, with a transaction value of $20 billion, significantly above Groq's September valuation of $6.9 billion. This acquisition enhances Nvidia's capabilities in inference processing [5]. - Alibaba's Tongyi Laboratory has launched a self-developed layered architecture image model, Qwen-Image-Layered, which optimizes computing power and enables precise image editing, facilitating the international expansion of domestic multimodal large models [6]. - The Long March 12 rocket successfully completed its first flight, marking a milestone for China's commercial aerospace sector, with new regulations facilitating the listing of rocket companies on the Sci-Tech Innovation Board [7]. Summary by Sections Market Performance - In the 52nd week of 2025, the communication sector increased by 4.21%, with a year-to-date rise of 87.14%, leading among major industries [2][4]. - Top gainers in the sector include Tongyu Communication (+30.7%), Yongding Co. (+28.1%), and Beidou Star (+27.3%), while China Telecom (-5.3%), Dekeli (-3.6%), and Shijia Photon (-3.6%) faced declines [4]. Key Developments - Nvidia's acquisition of Groq focuses on Groq's LPU architecture, which uses on-chip SRAM to enhance memory access speed, improving the overall inference processing ecosystem [5]. - Alibaba's Qwen-Image-Layered model breaks traditional diffusion model limitations, achieving element-level decoupling and precise editing, thus supporting the export of domestic multimodal models [6]. - The successful flight of the Long March 12 rocket represents a significant advancement in commercial aerospace, with new guidelines supporting the listing of rocket companies [7]. Investment Recommendations - Recommended operators include China Mobile, China Telecom, and China Unicom. - For optical modules, recommended companies are Zhongji Xuchuang, Xinyi Sheng, Tianfu Communication, and Shijia Photon, with attention to Taicheng Light and Yuanjie Technology. - In liquid cooling, the recommendation is for Yingweike, while for hollow core fibers, Fenghuo Communication, Hengtong Optic-Electric, and Zhongtian Technology are suggested, with a focus on Changfei Optical Fiber. - For domestic computing power, recommended companies include Runze Technology, Guanghuan New Network, Aofei Data, Huafeng Technology, Guangxun Technology, ZTE, and Unisplendour. - In AI applications, recommended firms are Boshi Jie, Heertai, Tuobang Co., Yiyuan Communication, Meige Intelligent, and Guanghetong. - For satellite applications, recommended companies include Huace Navigation, Haige Communication, and Canqin Technology [8].

Core Viewpoints - The report anticipates a continuation of high demand for AI computing power in 2026, driven by both domestic and international investment opportunities in the computing power supply chain [21][23] - The investment strategy focuses on three main lines: embracing AI computing power, new productive forces, and core assets [21][22] Group 1: AI Computing Power Chain - The report predicts a significant increase in demand for 800G and 1.6T optical modules in 2026, benefiting leading manufacturers and upstream material suppliers [21][23] - Domestic liquid cooling manufacturers are expected to accelerate their international expansion, leveraging China's manufacturing advantages to gain market share [21][23] - The report highlights the importance of super nodes in bridging the performance gap between domestic and foreign computing cards, with 2026 projected as a pivotal year for domestic super node deployment [21][23] Group 2: Core Assets - Despite a slowdown in revenue growth for the three major domestic telecom operators, improved operational efficiency and declining capital expenditures are expected to support steady profit and dividend growth [22][21] - The telecom operators are positioned to play a crucial role in AI transformation across various industries, adhering to prudent investment and project evaluation principles [22][21] Group 3: Emerging Industries - The "14th Five-Year Plan" outlines significant investment opportunities in emerging sectors such as commercial aerospace, low-altitude economy, and quantum technology [22][21] - The commercial aerospace sector is expected to accelerate due to favorable policies, increasing launch frequencies, and technological advancements in reusable rocket technology [22][21]

Core Viewpoint - The announcement of the 2025 National Green Computing Power Facility List aims to promote the green and low-carbon development of computing power facilities in accordance with the national energy-saving and carbon reduction action plan [1]. Group 1: Industrial Sector - The list includes various computing power facilities in the industrial sector, such as Hongsheng Copper Industry Data Center [2]. - The facilities are part of a broader initiative to enhance energy efficiency and reduce carbon emissions in the industrial domain [1]. Group 2: Information and Communication Sector - Numerous data centers from China Telecom and China Mobile are featured, including the China Telecom Hangzhou Smart Computing Center and the China Mobile Yangtze River Delta (Jinhua) Data Center [2][3]. - These facilities are expected to contribute significantly to the digital infrastructure and support the transition to a low-carbon economy [1]. Group 3: Energy Sector - The list highlights energy-related computing power facilities, such as the State Power Investment Corporation Guian Data Center and the Southern Power Grid Green Smart Data Center [3][4]. - These facilities are crucial for integrating renewable energy sources and enhancing the overall efficiency of energy management [1]. Group 4: Internet Sector - The Internet sector is represented by facilities like the Karamay Carbon and Water Cooling Data Center and the New Silk Road Cloud Computing Center [4]. - These centers are designed to support large-scale data processing and storage while adhering to green standards [1]. Group 5: Financial Sector - Financial institutions are also included, with data centers such as the Bank of Communications Data Center and the People's Insurance Group Northern Information Center [4]. - This inclusion reflects the financial sector's commitment to sustainability and efficient data management practices [1]. Group 6: Public Institutions - The list features data centers from public institutions, including the Beijing Urban Sub-center Administrative Office Data Center [4]. - These facilities are essential for improving public service delivery and enhancing data management capabilities in government operations [1].

Core Viewpoint - The announcement of the "2025 National Green Computing Power Facility List" aims to promote the green and low-carbon development of computing power facilities in accordance with the "2024-2025 Energy Conservation and Carbon Reduction Action Plan" issued by the State Council [2][3]. Group 1: Announcement Details - The announcement was made by six departments: the Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Commerce, the Financial Regulatory Bureau, the National Administration of State Assets, and the National Energy Administration [2]. - The list includes various sectors, with a total of 60 facilities recognized for their contributions to green computing power [3][4]. Group 2: Sector Breakdown - **Energy Sector**: Two facilities were recognized: - State Power Investment Corporation Gui'an Data Center - Southern Power Grid Green Smart Data Center [3][4]. - **Industrial Sector**: Includes facilities such as: - Hongsheng Copper Industry Data Center - China Telecom Hangzhou Smart Computing Center [3][4]. - **Telecommunications Sector**: Notable entries include: - China Telecom's multiple data centers across various locations, including Wenzhou and Changji [3][4]. - **Financial Sector**: Facilities such as: - Bank of Communications Data Center in Pujiang Park (Phase I) - China People's Insurance Group Northern Information Center [5][6]. Group 3: Public Institutions and Educational Facilities - Public institutions and educational facilities also feature in the list, including: - Beijing Urban Sub-center Administrative Office Data Center - Karamay Vocational Technical College Data Center [6].

安全筑基：破解低空经济发展核心命题 12月26日，全国首个省级低空安全领域专业组织——浙江省低空安全管理协会正式成立！这场大会汇聚 了政府部门、科研机构及行业龙头企业，标志着浙江低空安全管理迈入"行业自律+协同共治"新阶段， 也为蓬勃发展的低空经济装上了"安全引擎"。 浙江联通作为协会副会长单位，其发展路径恰是浙江低空安全治理的缩影。一方面，通过参与制定《浙 江省无人驾驶航空器公共安全管理规定》等多项制度，推动监管标准化；另一方面，同时联合浙江大学 控制科学与工程学院攻关"复杂城区环境无人机集群协同避障技术"，相关成果已应用于杭州亚运场馆安 保，实现厘米级路径规划与未报备飞行器自动拦截，入选省级技术白皮书。 作为大会承办方，中国联通浙江省分公司展现了科技央企的担当。公司党委书记、总经理童海波介绍， 浙江联通已构建"端网云安智"低空能力体系：在宁波部署的5G-A毫米波通感一体网络可实现200米低空 区域全覆盖，自主研发的极目无人机监管平台累计处置违规飞行事件137起；其"电子围栏+无人机机 场"智治系统更在天台水源保护地实现98%的违规行为自动识别率，相关技术标准已被纳入省级低空安 全建设指南。 场景深耕：从单 ...

中国青年报客户端讯（中青报·中青网见习记者 刘佳佳 记者 张均斌）12月26日，联通在线信息科技有限 公司"公众具身智能创新中心"揭牌仪式在京举办。 揭牌仪式同期举办了AI+信创云终端科创协同联合体产学研交流会，来自香港理工大学、哈尔滨工业大 学、清华智能产业研究院、北京人形机器人创新中心的专家学者分享了具身智能领域的前沿研究成果。 来源：中国青年报客户端 据了解，该中心立足"技术突破、成果转化、人才培养"的定位，依托多模态感知、模型算法优化、通感 一体・端边云三大技术引擎，通过"市场+创新"双轮驱动，促进创新链、产业链、资金链和人才链的深 度融合，聚焦家庭、医养、助老等七大应用场景，以产品为载体，打造可验证、可复制、可持续的标杆 解决方案。 同时，该中心将围绕"做强研发基地、做大产学研生态、做优科技体系"的核心目标，致力于深化多方协 同合作、攻克核心技术、推动成果转化，为联通公众业务发展注入新动能，为广大用户提供更优质的产 品和服务。 ...

来源：市场资讯 国家知识产权局信息显示，中国联合网络通信集团有限公司取得一项名为"一种登录的安全控制方法、 装置、设备及介质"的专利，授权公告号CN118432931B，申请日期为2024年5月。 天眼查资料显示，中国联合网络通信集团有限公司，成立于1994年，位于北京市，是一家以从事电信、 广播电视和卫星传输服务为主的企业。企业注册资本10481551.957532万人民币。通过天眼查大数据分 析，中国联合网络通信集团有限公司共对外投资了35家企业，参与招投标项目3324次，财产线索方面有 商标信息3738条，专利信息5000条，此外企业还拥有行政许可11个。 联通在线信息科技有限公司，成立于2006年，位于北京市，是一家以从事软件和信息技术服务业为主的 企业。企业注册资本40000万人民币。通过天眼查大数据分析，联通在线信息科技有限公司共对外投资 了10家企业，参与招投标项目2041次，财产线索方面有商标信息57条，专利信息658条，此外企业还拥 有行政许可6个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...