证券日报网讯厦门象屿（600057）11月7日在互动平台回答投资者提问时表示，公司已与中天科技 （600522）集团上海源威建设工程有限公司签订了1艘16000吨海缆敷设船建造合同，标志着公司在攻坚 深远海装备上取得里程碑式发展。该船型是目前国内最大的自航式、纯电驱敷缆船，作业适用最大水深 达200米，单航次最大载缆量达16000吨，配置有直升机平台、大型同轴转盘、双出缆通道等高端设施， 具备双缆同敷、大水深单钩作业及跨境施工能力。新船投用后，将破解深远海(超100公里)海缆敷设瓶 颈，为南通向海发展，布局远海风电、能源岛等海洋新基建提供核心装备支撑，有力推动装备制造、清 洁能源等产业升级。 ...

证券研究报告 | 2025 年 11 月 07 日 制作：产品中心 《固收|2025 经济收官答卷如何书写？——宏观数据预测专题》 1、工业增加值：预计 10 月当月同比为 5.5%。10 月生产 PMI 较前值下降 2.2pct 至 49.7%，位于荣枯线以下，采购量指数降至 49.0%，显示生产积极 性边际回落，预计 10 月工增环比可能低于季节性，10 月工业增加值同比 增速为 5.5%。往后展望，高技术制造和消费相关制造有望维持韧性，但考 虑到四季度政策效果可能边际减弱，叠加地产偏弱和出口后劲不足的影 响，预计四季度工业增加值同比为 5.3%。2、贸易：预计 10 月出口当月 同比 3.0%，进口当月同比 3.0%。预计 10 月进口环比负增，同比增长 3.0%， 预计四季度进口维持韧性，全年进口增速或小幅转正。3、通胀：预计 10 月 CPI 当月同比持平，PPI 当月同比-2.2%。CPI 方面，10 月猪价继续探底， 重点监测蔬菜平均批发价和农产品价格指数较上月回升，预计 10 月 CPI 同比基本持平，四季度 CPI 同比约 0.3%。PPI 方面，10 月南华工业品价格 指数回落，煤炭、钢铁 ...

证券之星消息，11月6日海洋经济板块较上一交易日上涨0.31%，派克新材领涨。当日上证指数报收于 4007.76，上涨0.97%。深证成指报收于13452.42，上涨1.73%。海洋经济板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603280 | 南方路机 | 40.58 | -5.87% | 5.74万 | 2.36亿 | | 002487 | 大全車工 | 46.83 | -2.84% | 28.00万 | 13.18亿 | | 000530 | 冰山冷热 | 7.11 | -2.60% | 91.73万 | 6.52亿 | | 601890 | 亚星馆链 | 10.90 | -2.42% | 0 61.39万 | 6.66亿 | | 301158 | 德石股份 | 23.41 | -2.38% | 12.07万 | 2.84 Z | | 300402 | 宝色股份 | 26.15 | -2.13% | 55.28万 | 14.65 Z | | 301038 | 深 ...

证券之星消息，11月6日通信设备板块较上一交易日上涨2.95%，仕佳光子领涨。当日上证指数报收于 4007.76，上涨0.97%。深证成指报收于13452.42，上涨1.73%。通信设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688313 | 仕佳光子 | 74.10 | 12.10% | 44.20万 | | 31.89 乙 | | 688205 | 德科立 | 66.56 | 6.38% | 7.96万 | | 7.56亿 | | 300620 | 光库科技 | 109.20 | 5.82% | 15.27万 | | 16.51亿 | | 600522 | 中天科技 | 17.52 | 5.61% | 213.81万 | | 37.31亿 | | 688668 | 鼎通科技 | 93.89 | 5.44% | 6.09万 | | 5.70亿 | | 301307 | 美利信 | 33.66 | 4.31% | 8.05万 | | 2.66亿 | ...

Core Insights - The communication sector is experiencing significant growth, with the Guozheng Communication Index rising by 0.94% as of November 6, 2025, and notable increases in key stocks such as Shijia Photon and Ding Tong Technology [1][3] - The Communication ETF (159695) has shown a strong performance, with a 31.59% increase over the past three months, indicating robust investor interest [1][3] Market Performance - The Communication ETF recorded a turnover rate of 3.81% and a transaction volume of 11.05 million yuan, with a notable increase in scale by 30.67 million yuan over the past week, ranking first among comparable funds [3] - The ETF's net inflow over the past five days reached 46.88 million yuan, with a peak single-day inflow of 35.25 million yuan [3] Historical Returns - Over the past two years, the Communication ETF's net value has increased by 104.55%, placing it in the top 1.09% among 2,380 index equity funds [3] - The ETF has achieved a maximum monthly return of 33.97% since its inception, with the longest consecutive monthly gain of six months and an average monthly return of 7.18% [3] Industry Trends - The optical module market is benefiting from increased computational demand, with a projected market size growth of 54%, 69%, and 34% for the years 2025, 2026, and 2027, respectively, reaching 14.4 billion, 24.4 billion, and 32.7 billion USD [4] - The leading companies in the optical module market are expected to strengthen their market positions, with the top ten stocks in the Guozheng Communication Index accounting for 66.96% of the total weight [4][6] Key Stocks - The top ten weighted stocks in the Guozheng Communication Index include Zhongji Xuchuang, Xinyi Sheng, and ZTE, with Zhongji Xuchuang holding the highest weight at 17.40% [6] - The performance of these stocks varies, with Zhongji Xuchuang increasing by 1.58% and ZTE by 2.38% [6]

| | | | | 智能电网板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 名称 | | 涨幅%↓ | 总市值 | 年初至今涨幅% | | 1 | 300062 | 中能电气 | 1 | 15.76 | 59.39 Z | 81.12 | | 2 | 000922 | 佳电股份 | 1 | 10.01 | 102亿 | 31.70 | | 3 | 601877 | 正泰电器 | | 10.00 | 699亿 | 42.84 | | ব | 600550 | 保变电气 | 1 | 9.99 | 201亿 | 38.85 | | 5 | 601179 | 中国西电 | 1 | 9.67 | 500亿 | 30.41 | | 6 | 920299 | 灿能电力 | 1 | 8.43 | 24.33亿 | 179.47 | | 7 | 603530 | 神马电力 | 1 | 7.59 | 226亿 | 115.95 | | 8 | 002350 | 北京科锐 | | 7.32 | 49.30 Z | 20.14 | | ರಿ | 6 ...

市场认为国内企业凭借成本和技术优势，订单和出口需求前9个月大增，相关企业业绩和估值有望双提 升。指出，从中短期来看，输变电设备内外需景气共振，结构性需求持续显现，特高压、智能电网等环 节有望迎来景气反转。 相关产品，截至发稿涨跌幅： | | | | | 智能电网板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 名称 | . | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | 1 | 300062 | 中能电气 | 本 | 15.76 | 59.39亿 | 81.12 | | 2 | 000922 | 佳电股份 | 1 | 10.01 | 102亿 | 31.70 | | 3 | 601877 | 正泰电器 | | 10.00 | 699亿 | 42.84 | | 4 | 600550 | 保变电气 | 1 | 9.99 | 201亿 | 38.85 | | 5 | 601179 | 中国西电 | 学 | 9.67 | 500亿 | 30.41 | | 6 | 920299 | 灿能电力 | 1 | 8.43 | 24.33 ...

Investment Rating - The investment rating for the company is "Buy" with a target price not specified [7] Core Views - The company reported a revenue of 37.974 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 10.65%, and a net profit attributable to shareholders of 2.338 billion yuan, up 1.19% year-on-year [1] - The gross margin for the first three quarters was 14.61%, down 1.22 percentage points year-on-year, with a gross margin of 13.86% in Q3, reflecting a decline of 0.57 percentage points year-on-year and 1.55 percentage points quarter-on-quarter [3] - The company has a strong order backlog, with approximately 31.8 billion yuan in hand orders in the energy interconnection sector as of October 24, 2025, including 13.1 billion yuan in marine series, 16.2 billion yuan in grid construction, and 2.5 billion yuan in new energy [4] - Continuous winning of 500kV projects is expected to significantly boost revenue and profit margins from submarine cables, indicating the company's leading position in high-voltage cable projects [5] Financial Performance Summary - The company achieved a revenue of 143.75 billion yuan in Q3, marking an 11.42% year-on-year increase, continuing the trend of quarterly growth [2] - The adjusted net profit forecast for 2025-2027 is 3.2 billion, 4.1 billion, and 5 billion yuan respectively, with corresponding PE ratios of 18, 14, and 11 times [7] - The company’s total assets are projected to reach 60.37 billion yuan by 2025, with a debt-to-asset ratio of 36.59% [13]

每经AI快讯，11月6日，光通信模块板块震荡走高，源杰科技涨8.03%，腾景科技涨6.84%，云南锗业涨 6.58%，汇绿生态、东田微、中天科技涨超4%。 （文章来源：每日经济新闻） ...

（文章来源：每日经济新闻） 每经AI快讯，可控核聚变板块盘初走强，海陆重工、保变电气涨停，合锻智能、派克新材、中天科技 涨超5%，中国西电、哈焊华通等跟涨。 ...