Group 1 - The semiconductor sector experienced a strong upward trend on August 22, with stocks like Haiguang Information, Cambrian-U, and Jiewate rising over 10% [1] - Notable companies such as Chipone, SMIC, and Shengmei Shanghai showed active stock performance, with Cambrian-U's stock price surpassing 1100 yuan per share [1] - The computing power industry chain also strengthened, with significant gains in related sectors such as PCB concepts, computing power leasing, and CPO [1] Group 2 - Institutional research interest in the semiconductor field has intensified, with 21 semiconductor stocks receiving institutional attention in August [3] - Naxin Micro emerged as a research hotspot, attracting participation from 135 institutions, followed by Shengmei Shanghai with 125 institutions, and Unisoc with 124 institutions [3] - The semiconductor industry led all sectors with 76 research frequencies, while the general equipment sector followed with 60 [3] Group 3 - Financing funds showed strong interest in the semiconductor sector, with 44 stocks receiving net purchases of over 100 million yuan on August 21 [4] - Zhinan Compass topped the net purchase list with 530 million yuan, followed by Inspur Information and China Unicom with 406 million yuan and 373 million yuan, respectively [4] - Significant changes in shareholder concentration were noted, with 130 out of 240 stocks reporting a decrease in shareholder numbers compared to August 10 [4]

此次荆门联通通过系统化、多层次的专项培训，推动服务标准深度落地，以标准化建设促进服务感知提 升，为提升一线服务水平奠定了坚实基础。 （来源：蚌埠新闻网） 转自：蚌埠新闻网 为进一步提升一线服务品质，强化服务营销能力，规范服务标准与投诉处理流程，近日，荆门联通客户 服务部联合自控厅运营中心组织营业厅店长、区县服务接口人及新进大学生开展了一场针对性极强的服 务培训，旨在通过系统学习与实战指导，为客户提供更优质、高效的服务体验。 此次培训内容丰富翔实，紧密围绕一线服务工作的核心需求展开。通过生动的讲解和场景模拟，帮助参 训人员掌握在与客户接触过程中的礼仪细节，提升沟通的有效性与亲和力，进而增强服务营销的转化能 力。结合行风纠风的相关要求，聚焦服务标准规范，重点阐述窗口服务流程及执行规范，并通过真实案 例的剖析，让参训人员直观了解在处理各类问题时的要点与方法，化解客户不满情绪，提高客户满意 度。 【广告】免责声明：本内容为广告，不代表蚌埠新闻网的观点及立场。所涉文、图、音视频等资料之一 切权力和法律责任归材料提供方所有和承担。蚌埠新闻网登载此文出于传递更多信息之目的，对此文 字、图片等所有信息的真实性不作任何保证或承 ...

（来源：蚌埠新闻网） 转自：蚌埠新闻网 在荆门联通政企服务的赛道上，漳河新区分公司客户经理吴晓艳以"客户为本，服务为上"为信仰，深耕 十四载春秋。她不仅是业务的开拓者，更将服务理念深深融入每一项工作细节中，用专业与热忱搭建起 联通与政企客户间的信任桥梁，成为客户信赖的贴心伙伴，也为联通服务品牌增添了熠熠光彩。 深耕不辍，铸就服务与业务融合根基 十四年来，吴晓艳始终站在政企客户需求的前沿阵地。她深知，服务不是独立于业务之外的附加品，而 是业务推进的核心驱动力。凭借敏锐的洞察力与扎实的专业能力，在为政府、企业量身定制个性化通信 解决方案时，她深入调研客户业务流程，从业务场景出发挖掘通信需求，将联通的技术优势与客户的实 际业务痛点相结合。通过创新思维整合联通优质资源，她推出的每一个方案，都是服务与业务深度融合 的成果，助力客户实现通信服务的高效升级，在降本增效的道路上稳步前行，收获客户的广泛赞誉与高 度认可。 攻坚高铁专线，以服务打通数字动脉 荆荆高铁建设启动后，施工现场面临着海量数据实时传输、多部门跨区域协同办公等通信难题。传统网 络无法满足高铁建设中工程监控、图纸传输、远程会议等高频次、高要求的业务需求，项目团 ...

Core Viewpoint - The focus on cash dividends has intensified among A-share listed companies, with a total proposed distribution of 124.58 billion yuan for the first half of 2025, reflecting a growing trend in dividend payouts and an expanding participant base [1][2]. Group 1: Dividend Distribution - A total of 171 A-share listed companies have disclosed their dividend plans, with 15 companies proposing dividends exceeding 1 billion yuan [1]. - China Mobile and China Telecom are the two companies proposing dividends over 10 billion yuan, with China Mobile planning to distribute over 54 billion yuan and China Telecom proposing 16.58 billion yuan [1]. - Seven companies are set to distribute over 2 billion yuan, with notable amounts including 5 billion yuan from Muyuan Foods and over 4 billion yuan from CATL [2]. Group 2: Investor Sentiment and Company Strategy - Companies are implementing mid-term dividends to enhance investor satisfaction, with Muyuan Foods indicating that its proposed cash dividend of 5 billion yuan represents 47.5% of its net profit for the first half of the year [2]. - Companies are expected to adjust their dividend ratios based on market conditions, cash flow, and capital expenditure plans, aiming to align shareholder returns with company development stages [2]. Group 3: Policy and Market Implications - High mid-term dividends signal positive market sentiment and reflect deeper changes in the capital market, with policies encouraging such practices [3]. - Future increases in dividend payouts are anticipated, supported by regulatory incentives and a need for companies to integrate dividend policies into their strategic planning [3].

截至8月21日，市场融资余额合计2.13万亿元，较前一交易日减少10.17亿元，其中，沪市融资余额 10785.33亿元，较前一交易日减少31.10亿元；深市融资余额10459.13亿元，较前一交易日增加21.39亿 元；北交所融资余额75.06亿元，较前一交易日减少4556.93万元。 证券时报·数据宝统计显示，具体到个股，8月21日共有1820只股获融资净买入，净买入金额在千万元以 上的有615只，其中44只融资净买入额超亿元。指南针融资净买入额居首，当日净买入5.30亿元，其次 是浪潮信息、中国联通，融资净买入金额分别为4.06亿元、3.73亿元，融资净买入金额居前的还有四方 精创、北方华创、寒武纪等。 | | 信 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 600021 | 上海电 | 4.03 | 1 1 119.88 | 124570.81 | 3.23 | 公用事 | | | 力 | | | | | 业 | | 001309 | 德明利 | 5.52 | 10983.10 | 140855.39 | 9.13 | 电子 | ...

Core Viewpoint - The article highlights the top ten stocks with the highest net financing purchases on August 21, indicating strong investor interest in these companies [1] Group 1: Top Stocks by Net Financing Purchases - The stock with the highest net financing purchase is Zhinan Zhen (指南针) with 530 million yuan [1] - Langchao Information (浪潮信息) follows with a net purchase of 406 million yuan [1] - China Unicom (中国联通) ranks third with 373 million yuan in net financing [1] - Sifang Jingchuang (四方精创) has a net purchase of 355 million yuan [1] - Beifang Huachuang (北方华创) sees 325 million yuan in net financing [1] - Hanwujing (寒武纪) records a net purchase of 278 million yuan [1] - Tonghuashun (同花顺) has 240 million yuan in net financing [1] - Zhongji Xuchuang (中际旭创) follows closely with 239 million yuan [1] - China Rare Earth (中国稀土) has a net purchase of 225 million yuan [1] - Huagong Technology (华工科技) rounds out the list with 202 million yuan in net financing [1]

Group 1 - On August 21, a total of 3,713 stocks in the A-share market received financing funds, with 570 stocks having a buying amount exceeding 100 million yuan [1] - The top three stocks by financing buying amount were ZTE Corporation, Dongfang Wealth, and Inspur Information, with amounts of 3.048 billion yuan, 2.399 billion yuan, and 2.267 billion yuan respectively [1] - Four stocks had financing buying amounts accounting for over 30% of the total transaction amount on that day, with Shuoshi Biology, Meishuo Technology, and Lijure Energy leading at 33.0%, 32.97%, and 31.97% respectively [1] Group 2 - There were 44 stocks with a net financing buying amount exceeding 100 million yuan, with the top three being Guiding Compass, Inspur Information, and China Unicom, which had net buying amounts of 530 million yuan, 406 million yuan, and 373 million yuan respectively [1]

Performance Overview - The three major telecom operators in China have shown steady growth in their operating performance in the first half of 2025, despite complex external challenges [1] - China Telecom reported operating revenue of 271.5 billion yuan, a year-on-year increase of 1.3%, with communication service revenue reaching 249.1 billion yuan, up 1.2% [2] - China Mobile's communication service revenue was 467 billion yuan, growing by 0.7%, while China Unicom's total revenue surpassed 200 billion yuan, with a 1.5% increase [3] Infrastructure Development - China Telecom has established 2.39 million 5G base stations and over 9.88 million 10G PON ports for gigabit optical networks [4] - China Mobile has more than 2.59 million 5G base stations and gigabit broadband coverage reaching 500 million households [5] - China Unicom has implemented 5G-A commercial use in over 330 cities and has piloted 10G optical networks in 106 cities [6] Connectivity and IoT - China Telecom's visual network revenue grew by 46.2% year-on-year, while China Mobile's visual network connections increased by 20.9%, serving over 69 million smart connected vehicles [7][8] - China Unicom's IoT connections increased by over 60 million, totaling 690 million, with 86 million connections in the vehicle network [8] Intelligent Computing - China Telecom's self-owned intelligent computing capacity reached 43 EFlops, while China Mobile's total intelligent computing capacity reached 61.3 EFlops, and China Unicom's total was 30 EFlops [9][10][11] AI Initiatives - China Telecom has implemented the "AI+" initiative, forming a comprehensive AI development layout [12] - China Mobile has developed over 50 industry-specific large models and has over 60 million active users of its Lingxi intelligent assistant [13][25] - China Unicom has created a multi-modal coexisting meta-scenario large model and over 30 trusted data spaces [14] Cloud Business - China Telecom's Tianyi Cloud revenue reached 57.3 billion yuan, while China Mobile's cloud revenue was 56.1 billion yuan, and China Unicom's cloud revenue reached 37.6 billion yuan [15][16][17] Digital Transformation - China Telecom's industrial digitalization revenue reached 74.9 billion yuan, with a year-on-year growth of 7.4% [18] - China Mobile's digital transformation revenue was 156.9 billion yuan, growing by 6.6% and accounting for 33.6% of communication service revenue [18] - China Unicom's intelligent computing business revenue was 45.4 billion yuan, with a 4.3% increase [18] Network Upgrades - The three operators are advancing network infrastructure construction, upgrading mobile networks from 5G to 5G-A and broadband networks from gigabit to 10-gigabit [19][20] - China Telecom's gigabit residential coverage exceeds 96%, while China Mobile's total connections reached 3.815 billion, a year-on-year increase of 8.9% [20] AI Integration in Services - China Telecom is enhancing customer service through AI technology, embedding intelligent service capabilities into 10,000 customer service hotlines [34] - China Mobile has launched various AI-driven products and services, with over 1.3 billion customers benefiting from AI-integrated offerings [35] - China Unicom is focusing on improving customer service quality through intelligent upgrades and expanding its service offerings [36] International Expansion - China Telecom's international business revenue reached 9.5 billion yuan, growing by 18.8%, with significant investments in international infrastructure [37] - China Mobile's international business revenue was 14 billion yuan, a year-on-year increase of 18.4%, emphasizing the importance of global market expansion [38] - China Unicom's international business revenue reached 6.8 billion yuan, with a focus on enhancing global network robustness and security [39]

Core Viewpoint - The focus of investors has shifted towards cash dividends as A-share listed companies disclose their semi-annual reports, with a total proposed distribution of 124.58 billion yuan across various industries [1][2]. Group 1: Dividend Distribution - A total of 171 A-share listed companies have disclosed their semi-annual dividend plans, with 13 companies already implementing them [1]. - Among these, 15 companies plan to distribute over 1 billion yuan, with China Mobile proposing over 54 billion yuan and China Telecom proposing 16.58 billion yuan [1]. - Seven companies are set to distribute over 2 billion yuan, including Moutai Foods with 5 billion yuan and Ningde Times with over 4 billion yuan [1][2]. Group 2: Investor Sentiment and Company Strategy - Companies are implementing mid-term dividends to enhance investor satisfaction, with Moutai Foods indicating that its proposed cash dividend of 5 billion yuan accounts for 47.5% of its net profit [2]. - The high mid-term dividends are seen as a positive signal to the market, reflecting deeper changes in the capital market and encouraging long-term capital inflow [2][3]. - Companies are encouraged to integrate dividend policies into their strategic planning, considering cash flow and investment needs to enhance governance and value [3].

在A股市场沪指创出十年新高的时刻，权益类基金再次成为投资者关注的焦点。Wind数据显示，过去十 年间（2015年8月20日至2025年8月20日），全市场1053只权益类基金（仅统计主代码）中，正收益产品 数量占据绝对主流，共有958只收益为正，占比超过90%，仅有95只收益为负，体现了主动权益基金在 长期维度上创造超额收益的能力。 | 序号 | 证券代码 | 证券简称 | 近十年累计单位 净值增长率 | 今年以来回报 | 成立以来回报 | 基金规模 | 基金经理 | 基金成立日 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (%) | (%) | (%) | (亿) | | | | 1 | 166301.OF | 华商新趋势优选 | 456.21 | 25.10 | 435.29 | 44.69 | 章文 | 2015/5/14 | | 2 | 000628.OF | 大成高鑫A | 373.82 | 10.82 | 400.83 | 179.16 | 刘旭 | 2015/2/3 | | 3 | 001437.OF | 易 ...