证券之星消息，11月26日通信服务板块较上一交易日下跌0.03%，中富通领跌。当日上证指数报收于 3864.18，下跌0.15%。深证成指报收于12907.83，上涨1.02%。通信服务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) | | | --- | --- | --- | --- | --- | --- | --- | | 301382 | 蜂助手 | 38.57 | 4.33% | 39.48万 | | 15.19 Z | | 300310 | 宜通世纪 | 6.61 | 3.93% | 90.44万 | | 5.90675 | | 300442 | 润泽科技 | 48.52 | 1.59% | 20.36万 | | 9.91亿 | | 300211 | *ST亿通 | 8.60 | 1.06% | - 3.07万 | | 2637.39万 | | 002929 | 润建股份 | 42.61 | 0.78% | 11.31万 | | 4.89亿 | | 300571 | 平治信息 | 30.15 | 0.63% | 5.66万 | | 1.73亿 ...

作为长三角南翼核心物流枢纽，金华快递业务量连续多年位居全国前列，其快递城配场景的智能化升级 对全国物流行业具有极强的参考意义。三方将持续深耕金华市场，逐步扩大无人物流车的应用范围与运 营规模，在助力本地物流行业降低人力与运营成本、提升末端配送效率与服务体验的同时，推动自动驾 驶技术与现代物流、智慧城市建设的深度融合。 三方将共同在金华打造技术领先、安全可靠、可持续的无人物流运营标杆，未来以"金华模式"为样本， 将成熟的商业化运营经验向全国更多城市复制推广，让无人物流服务走入日常生活。 本报讯 （记者梁傲男）11月24日，轻舟智航（金华）科技有限公司（以下简称"轻舟智航"）与金华广 发速递有限公司（以下简称"广发速递"）、中国移动（600941）通信集团浙江有限公司金华分公司正式 签署战略合作协议，三方将共建L4无人物流车商业化运营新范式，推动无人物流车在"快递之城"金华的 快递城配场景中实现规模化应用。 此次合作，三方将充分发挥各自核心优势：轻舟智航凭借其在L4级自动驾驶领域的深厚积累，叠加近 百万台NOA量产上车所沉淀的复杂交通场景应对经验，提供安全可靠、绿色高效的L4无人物流产品； 广发速递作为本地高效速 ...

中国经济网北京11月26日讯（记者 李方） 11月25日，国家数据局举行"数据价值化 我们在行动"第三场 新闻发布会。国家数据局党组成员、副局长陈荣辉在会上指出，今年7月，国家数据局会同国务院国资 委组织实施国有企业数据效能提升行动，并于近期组织开展首批试点工作，明确12家中央企业为首批试 点牵头单位，联合民营企业、科研院所、专业服务机构等共同承担试点任务。预计到2027年，将进一步 增强国有企业数据治理能力，显著提高数据资源开发利用和开放共享水平，有效提升产业链协同效能， 服务带动10万家以上中小企业，产生良好的经济社会效益。 国有企业是数据资源开发利用的重要力量。深化国有企业数据资源开发利用，是推动数据赋能提升企业 核心竞争力，促进产业链协同创新，培育发展新质生产力的重要举措。 陈荣辉表示，企业数据资源开发利用是数据要素市场化价值化的"主阵地"，国有企业要发挥示范带动作 用。国有企业数据效能提升行动重点围绕创新数据管理机制、培育壮大数据产业、赋能产业转型升级、 优化创新环境4个方面，部署了10项重点任务。聚焦能源电力、交通物流、矿产资源、装备制造、卫星 遥感、新材料、农业、建筑建材、绿色低碳等重点领域，推 ...

Group 1 - The communication sector shows steady growth with a year-on-year increase in profit margins, with total revenue reaching 20,663.80 billion yuan in the first three quarters of 2025, a 4.23% increase, and net profit of 1,990.01 billion yuan, up 8.78% year-on-year [5][19] - The performance of major cloud service providers (CSPs) continues to improve, with capital expenditures from North America's top four cloud companies reaching approximately 112.47 billion USD in Q3 2025, marking an 18.38% quarter-on-quarter increase, the highest level since 2019 [26][27] - The ongoing rollout of 5G-A networks is expected to create new growth opportunities for various hardware sectors, as 5G-A offers superior performance compared to existing 5G networks, driving new business models and market spaces [5][6] Group 2 - The investment outlook for the communication industry remains positive, with a recommendation to overweight the sector, as the overall operation of the communication industry is stable, and the construction of network infrastructure continues to advance [5][6] - The capital expenditure guidance for computing power is optimistic, with significant investments from major operators in cloud and digitalization, indicating a shift towards increased spending in these areas [29][30] - The demand for optical modules is expected to remain strong, driven by increased capital expenditures and the acceleration of AI applications, with projected growth rates of 93% in the Ethernet optical module market in 2024 [51][52]

Core Insights - Recently, Inspur Computer Technology Co., Ltd. underwent a business change, adding new shareholders including Shanghai Zhongyi Digital Transformation Industry Private Equity Fund and Shandong Publishing Media Co., Ltd. [1] - The registered capital increased from 600 million RMB to 840 million RMB, representing a 40% growth [1] Company Overview - Inspur Computer Technology Co., Ltd. was established in June 2021, with the legal representative being Gong Weifeng. The company's business scope includes manufacturing computer hardware and software, selling calculators, and selling electronic products [1] - The current shareholders include Inspur Group Co., Ltd., Shandong Inspur Integrated Electronics Technology Co., Ltd., and the newly added shareholders [1]

Core Points - The article promotes a series of events and rewards associated with the "Global Communication Star Movement Day Carnival" taking place from November 26 to 28, highlighting various prizes and activities for participants [1][17]. Group 1: Event Promotion - The "Global Communication Star Movement Day Carnival" is designed to engage users with various activities and rewards [1][17]. - Users with over 10 years of mobile service can participate in a lottery with two chances to win [4][6]. Group 2: Rewards and Offers - Participants can choose from a selection of rewards, including music and video streaming subscriptions, discount vouchers, and other perks [6][8]. - There are incentives for inviting new customers, where existing users can receive additional rewards for successful referrals [7][8]. Group 3: Technology and Services - The article highlights the benefits of using China Mobile's cloud services, including AI-driven features for improved efficiency and organization [9][10]. - Global Communication users are encouraged to experience the advanced capabilities of the cloud platform, enhancing their digital lifestyle [9][10]. Group 4: Cultural Events - The article mentions an upcoming theatrical performance titled "Duan Jin," featuring well-known actors, scheduled for December 13, 2025, at the Guangzhou Grand Theatre [12][14]. - The event is part of the broader cultural engagement strategy by China Mobile to connect with customers through arts and entertainment [12][14].

Core Viewpoint - The communication sector is experiencing significant growth driven by advancements in artificial intelligence (AI) and increased capital expenditure from domestic and international cloud service providers [1]. Group 1: Market Performance - As of November 26, 2025, the Guozheng Communication Index surged by 5.63%, with notable increases in constituent stocks such as Zhongji Xuchuang (up 13.91%), Xinwei Communication (up 10.38%), and Xinyi Sheng (up 10.10%) [1]. - The top ten weighted stocks in the Guozheng Communication Index account for 66.96% of the index, including Zhongji Xuchuang, Xinwei Communication, and ZTE Corporation [1]. Group 2: Industry Trends - Google is leveraging its breakthroughs in AI models to challenge Nvidia, while Meta is negotiating with Google for the use of TPU chips worth billions in its data centers by 2027 [1]. - The ongoing AI arms race is expected to drive demand for computing power, with the communication sector positioned as a key player in this growth [1]. - The "14th Five-Year Plan" emphasizes the acceleration of a new technological revolution and industrial transformation, highlighting the importance of AI applications [1]. Group 3: Investment Opportunities - The Communication ETF (159695) closely tracks the Guozheng Communication Index, providing an easy way to invest in the optical communication industry [2]. - Investors can also consider the Communication ETF linked fund (019072) to capitalize on investment opportunities arising from the AI transformation in the optical communication sector [3].

浪潮计算机科技有限公司成立于2021年6月，法定代表人为公维锋，经营范围包括计算机软硬件及外围 设备制造、计算器设备销售、电子产品销售等。股东信息显示，该公司现由浪潮集团有限公司、山东浪 潮集成电子科技有限公司及上述新增股东等共同持股。 天眼查工商信息显示，近日，浪潮计算机科技有限公司发生工商变更，新增中国移动旗下上海中移数字 转型产业私募基金合伙企业（有限合伙）、山东出版传媒股份有限公司等为股东，同时，注册资本由6 亿人民币增至8.4亿人民币，增幅40%。 ...

浪潮计算机科技有限公司成立于2021年6月，法定代表人为公维锋，经营范围包括计算机软硬件及外围 设备制造、计算器设备销售、电子产品销售等。股东信息显示，该公司现由浪潮集团有限公司、山东浪 潮集成电子科技有限公司及上述新增股东等共同持股。 天眼查工商信息显示，11月20日，浪潮计算机科技有限公司发生工商变更，新增中国移动旗下上海中移 数字转型产业私募基金合伙企业（有限合伙）、山东出版传媒股份有限公司等为股东，同时，注册资本 由6亿人民币增至8.4亿人民币，增幅40%。 ...

Core Viewpoint - Zhuhai Water Control Group is transforming from a traditional water supply company to a comprehensive public service provider, focusing on ecological collaboration and enhancing urban living experiences through strategic partnerships and innovative services [2][5][7]. Strategic Transformation - The collaboration involves major companies like China Petroleum, China Mobile, China Post, and Zhuhai Agricultural Control, along with six banks, resulting in a 31 billion yuan credit agreement [2]. - The partnership aims to upgrade public services from a single-function model to an ecological collaborative approach, enhancing convenience for citizens [2][3]. - Zhuhai Water Control is developing a smart water service platform, integrating AI monitoring and intelligent alert systems to improve operational efficiency and customer experience [3][5]. Financial Empowerment - The 31 billion yuan credit will support various projects, including the establishment of new energy charging stations and upgrades to smart water systems [5][6]. - The financial backing is based on the group's AAA credit rating and its transition to a technology-driven enterprise, which is expected to create sustainable value [5][6]. - The bank's strategy includes innovative financial products linked to ESG performance, ensuring funds are directed towards essential public service projects [6]. Reform and Strategic Leap - The company faces competition in water treatment and pipeline operations, necessitating continuous transformation to maintain its market position [7]. - The pressure to ensure public safety and environmental compliance drives the company to enhance management and leverage technology for efficiency [7][8]. - The goal is to elevate Zhuhai Water Control to the forefront of the water service sector in the Greater Bay Area through refined management and information technology applications [8].