1月26日，长江通信跌5.09%，截至发稿，报32.60元/股，成交2.04亿元，换手率2.91%，总市值107.45亿 元。 兴全商业模式混合(LOF)A（163415）基金经理为乔迁。 截至发稿，乔迁累计任职时间8年200天，现任基金资产总规模240.42亿元，任职期间最佳基金回报 236.45%， 任职期间最差基金回报-2.25%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，兴证全球基金旗下1只基金位居长江通信十大流通股东。兴全商业模式混合(LOF)A （163415）三季度新进十大流通股东，持有股数361.69万股，占流通股的比例为1.71%。根据测算，今 日浮亏损失约632.96万元。 兴全商业模式混合(LOF) ...

Core Viewpoint - Changjiang Communication's stock has experienced a decline in recent trading sessions, with a notable drop of 6.00% year-to-date and 17.20% over the past five trading days, indicating potential concerns regarding its financial performance and market sentiment [1]. Financial Performance - For the period from January to September 2025, Changjiang Communication reported a revenue of 413 million yuan, representing a year-on-year decrease of 6.27%. The net profit attributable to shareholders was 16.64 million yuan, down 66.59% compared to the previous year [2]. - Cumulative cash dividends since the company's A-share listing amount to 598 million yuan, with 6.03 million yuan distributed over the past three years [3]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders increased to 23,800, a rise of 12.25%. The average number of circulating shares per shareholder decreased by 10.91% to 8,879 shares [2]. - The stock's trading activity showed a net outflow of 50.23 million yuan from major funds, with significant selling pressure observed [1]. Business Overview - Changjiang Communication, established on January 2, 1996, and listed on December 22, 2000, is primarily engaged in the sales of intelligent application products and solutions, system integration, and operational services. The revenue breakdown includes 92.59% from system integration, 3.68% from leasing, 3.00% from operation and technical services, 0.71% from IT equipment sales, and 0.03% from other sources [1]. - The company operates within the communication equipment sector, specifically categorized under other communication devices, and is associated with concepts such as Beidou Navigation, satellite navigation, commercial aerospace, state-owned enterprise reform, and the Hubei Free Trade Zone [1].

Market Overview - The communication equipment sector experienced a decline of 3.62% on January 20, with Tongyu Communication leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Stock Performance - Notable gainers included: - Dingxin Communication (603421) with a closing price of 7.92, up 10.00% on a trading volume of 367,100 shares and a turnover of 287 million [1] - Weisheng Information (688100) closed at 46.16, up 7.15% with a trading volume of 128,400 shares and a turnover of 598 million [1] - Major decliners included: - Tongyu Communication (002792) closed at 46.14, down 10.01% with a trading volume of 656,100 shares and a turnover of 3.158 billion [2] - Datang Telecom (600198) closed at 10.64, down 9.98% with a trading volume of 898,800 shares and a turnover of 971 million [2] Capital Flow - The communication equipment sector saw a net outflow of 12.802 billion from institutional investors, while retail investors experienced a net inflow of 8.096 billion [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Hengtong Optic (600487) had a net inflow of 338 million from institutional investors, while retail investors saw a net outflow of 304 million [3] - Longfly Fiber (601869) experienced a net inflow of 132 million from institutional investors, but a net outflow of 161 million from retail investors [3] - Dingxin Communication (603421) had a significant net inflow of 106 million from institutional investors, while retail investors faced a net outflow of 568 million [3]

股票代码：600345 股票简称：长江通信 公告编号：2026-003 武汉长江通信产业集团股份有限公司 关于使用部分闲置募集资金进行现金管理到期赎回 的公告 上述产品本金及收益均已归还至募集资金账户。具体如下： | 单位：万元 | | --- | 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 武汉长江通信产业集团股份有限公司（以下简称"公司"）于 2025 年4月2日召开第十届董事会第六次会议和第十届监事会第四次会议， 审议通过了《关于使用部分闲置募集资金进行现金管理的议案》。同 意在确保不影响公司募集资金投资计划实施、有效控制投资风险的前 提下，公司使用最高不超过人民币 58,600 万元（包含本数）的暂时 闲置募集资金进行现金管理，投资于安全性高、流动性好、发行主体 为有保本承诺的金融机构的保本型理财产品、结构性存款、定期存款、 通知存款、大额存单、协议存款等。使用期限不超过 12 个月，自董 事会审议通过之日起 12 个月之内有效。在前述额度及期限范围内， 公司可以循环滚动使用资金。具体内容详见公司于 2025 年 ...

Core Viewpoint - The communication equipment sector experienced a mixed performance, with a slight overall increase of 0.88% on January 15, while the Shanghai Composite Index fell by 0.33% and the Shenzhen Component Index rose by 0.41% [1]. Group 1: Stock Performance - Shenyu Co., Ltd. led the gains in the communication equipment sector with a closing price of 42.62, reflecting a rise of 10.39% and a trading volume of 396,000 shares, amounting to a transaction value of 1.671 billion [1]. - Other notable performers included: - Sega Technology with a closing price of 39.50, up 10.00% [1]. - Shijia Photon with a closing price of 87.43, up 7.30% [1]. - Lian Te Technology with a closing price of 197.00, up 7.01% [1]. - Zhaolong Interconnect with a closing price of 57.55, up 6.67% [1]. Group 2: Declining Stocks - The sector also saw significant declines, with Guangha Communication dropping 17.15% to a closing price of 28.98 [2]. - Other stocks that faced losses included: - Fujida down 10.68% to 44.90 [2]. - Xinkemobile down 10.66% to 17.76 [2]. - Huanghuo Communication down 10.01% to 43.07 [2]. Group 3: Capital Flow - The communication equipment sector experienced a net outflow of 1.058 billion from institutional investors and 2.280 billion from retail investors, while retail investors saw a net inflow of 3.338 billion [2]. - The capital flow for specific stocks indicated: - Zhongji Xuchuang had a net inflow of 1.832 billion from institutional investors [3]. - Xinyi Sheng saw a net inflow of 1.208 billion [3]. - Shijia Photon had a net inflow of 516 million [3].

Core Viewpoint - The commercial aerospace sector experienced a strong rebound on January 14, 2026, with significant gains in satellite-related stocks and ETFs, indicating a positive market sentiment towards the industry [1]. Group 1: Market Performance - The Satellite ETF (159206) rose by 5.04%, with key stocks such as Jiayuan Technology hitting a 20% limit up, Haige Communication up 10%, and Zhongke Xingtou increasing over 15% [1]. - The latest scale of the Satellite ETF reached 15.592 billion yuan, marking a new high since its inception [2]. Group 2: Fund Inflows - The Satellite ETF has seen continuous net inflows over the past eight days, with a peak single-day net inflow of 1.886 billion yuan, totaling 7.366 billion yuan in net inflows, averaging 921 million yuan per day [3]. Group 3: Industry Developments - On January 12, 2026, the successful suborbital flight test of the Zhongke Yuhang Lihong No. 1 spacecraft was completed, and on January 13, 2026, 18 low-orbit satellites were successfully launched using the Long March 8 rocket [5]. - China formally applied for frequency resources for 203,000 satellites to the International Telecommunication Union (ITU), which is seen as a strategic move to enhance the country's digital infrastructure [6]. - According to Guojin Securities, 2026 is expected to be a pivotal year for China's commercial aerospace sector, shifting from speculative investments to fundamental performance-based investments [6].

Market Overview - A-shares experienced a collective pullback on January 13, with the Shanghai Composite Index ending a 17-day winning streak, closing down 0.64% [1] - The total trading volume in the Shanghai and Shenzhen markets reached a historical high of 3.7 trillion [1] Sector Performance - Significant declines were observed in various sectors, including commercial aerospace, satellite internet, and military industries, with many stocks dropping over 8% [3] - The large aircraft and military sectors also faced downturns, with several stocks hitting the daily limit down [3] - The commercial aerospace index fell by 6.15%, with a net outflow of 230.78 billion [4] Individual Stock Movements - Over 1,600 stocks rose, with more than 70 stocks hitting the daily limit up, while the commercial aerospace sector saw over 60 stocks limit down or drop more than 10% [3] - Specific stocks such as Aerospace Electronics and Beidou Star Communication experienced significant declines, with many stocks in the sector down by nearly 10% [7] Investment Insights - Analysts suggest that the current market sentiment may indicate a nearing peak, with potential for further structural upward trends despite short-term volatility [12] - Key investment strategies include avoiding speculative risks in popular sectors, focusing on policy-driven industries, and maintaining diversified portfolios to balance risk and return [14] - The emphasis is on sectors with strong earnings growth and valuation alignment, particularly in technology manufacturing and innovative healthcare [14]

Group 1 - The stock price of Changjiang Communication reached a historical high, increasing by 8.16% to 43.23 yuan, with a trading volume of 20.97 million shares and a transaction amount of 873 million yuan, resulting in a turnover rate of 9.91% [2] - The latest total market capitalization of the company in A-shares is 14.249 billion yuan, while the circulating market capitalization is 9.146 billion yuan [2] - The communication industry, to which the company belongs, has an overall increase of 1.57%, with 104 stocks rising and 9 stocks hitting the daily limit, while 25 stocks are declining [2] Group 2 - The latest margin trading data shows that the company's margin balance is 524 million yuan, with a financing balance of 524 million yuan, which has increased by 132 million yuan over the past 10 days, representing a growth of 33.60% [2] - According to the company's Q3 report, it achieved an operating income of 413 million yuan in the first three quarters, a year-on-year decrease of 6.27%, and a net profit of 16.6359 million yuan, a year-on-year decline of 66.59% [2] - The basic earnings per share are 0.0500 yuan, with a weighted average return on net assets of 0.47% [2]

Group 1 - The board of directors of Wuhan Changjiang Communication Industry Group Co., Ltd. held its 12th meeting of the 10th session on January 8, 2026, via telecommunication, with all 11 directors present [2][4] - The meeting was legally convened and complied with the relevant provisions of the Company Law and the Articles of Association [2] - The board elected Li Nan as the vice chairman following the resignation of the previous vice chairman, Wen Yi, due to work reasons [3][4] Group 2 - The board also approved the election of Li Nan as a member of the Strategic Committee of the 10th board, with the term aligned with the current board [5][6][7] - The voting results for both resolutions were unanimous, with 11 votes in favor and no votes against or abstentions [4][7] Group 3 - The company confirmed that there were no rejected resolutions during the meeting [11] - The meeting was held in compliance with legal requirements, and the presence of directors and the board secretary was noted [12] - Legal opinions were provided by Hubei Lifeng Law Firm, confirming the legality of the meeting procedures and resolutions [13][16]

Group 1 - The core point of the article is that Changjiang Communication announced the approval of a proposal to elect new directors during its first extraordinary shareholders' meeting of 2026 [2]