人民财讯12月8日电，中富通（300560）12月8日公告，近日，中国移动（600941）采购与招标网发布了 《中移铁通2026至2027（两年期）综合业务支撑服务集中采购项目（北京等区域）_中选候选人公示》 《中移铁通2026至2027（两年期）综合业务支撑服务集中采购项目（河南等区域）_中选候选人公 示》，公司为上述项目的中标候选人之一。预计项目中选金额分别为4.11亿元（含税）、1.62亿元（含 税）。 ...

截至12月8日收盘，高股息精选概念下跌0.38%，位居概念板块跌幅榜前列，板块内，思维列控、联美 控股、鄂尔多斯等跌幅居前，股价上涨的有67只，涨幅居前的有大元泵业、鹭燕医药、锦和商管等，分 别上涨4.22%、4.04%、3.82%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 共封装光学(CPO) | 4.72 | 天津自贸区 | -0.99 | | F5G概念 | 4.30 | 草甘膦 | -0.86 | | 光纤概念 | 3.67 | 青蒿素 | -0.51 | | 铜缆高速连接 | 3.57 | 煤炭概念 | -0.51 | | 福建自贸区 | 3.44 | 高股息精选 | -0.38 | | PET铜箔 | 3.02 | 超级品牌 | -0.34 | | 海南自贸区 | 3.00 | 金属锌 | -0.32 | | WiFi 6 | 3.00 | 大豆 | -0.31 | | 光刻机 | 3.00 | 啤酒概念 | -0.31 | | 海峡两岸 | 2.98 | 共享单车 | -0.29 | 资 ...

为破解难题，中国移动（600941）江苏公司泰州分公司（以下简称"泰州移动"）创新引入节能免维护自 清洁新风系统，打造"自然冷源+无人除尘"绿色方案。系统通过智能控制器实时监测温湿度，室外温度 低于25℃且湿度达标时，自动切换至新风模式，以自然冷源替代空调制冷；采用"离心分离预过滤+静电 除尘+电极反转自清洁"三级净化技术，既高效滤尘、保障机房空气质量，又能自动清洁，摆脱人工维 护依赖，与空调形成双重温控保障。 未来，泰州移动将扩大新风系统部署，结合AI优化温控策略，深挖自然冷源潜力，探索技术融合应 用，以创新驱动机房低碳转型，为"双碳"目标与数字经济高质量发展注入持久动能。 5G时代，通信机房制冷需求激增与能耗压力的矛盾愈发突出。传统基站依赖空调制冷，深陷多重困 境：空调耗电量占机房总电费40%-70%，5G设备功率提升进一步加重能耗负担；本地夏季高温高湿气 候易诱发空调故障、设备宕机，维护成本高昂；高碳排放模式也与"双碳"目标相悖，机房绿色转型刻不 容缓。 系统落地实践后成效显著：单站空调节电率超35%，单机房年均省电费近万元；新风年维护仅1次，较 传统减少80%，空调故障率下降20%，大幅缩减运维成本； ...

Investment Rating - The report maintains an "Overweight" rating for the telecommunications sector and its sub-sectors, including telecommunications equipment manufacturing [9]. Core Insights - The commercial aerospace sector is experiencing significant growth, driven by key events such as the successful launch of the Zhuque-3 rocket and the upcoming launch of the Long March 12 rocket, which aims to achieve reusability [2][3]. - The Shanghai Songjiang Satellite Internet Industry Conference highlighted the development opportunities in satellite internet, with partnerships being formed to enhance aviation satellite internet applications [16]. - The report emphasizes the importance of ground terminals and applications as critical components of the commercial aerospace industry's business ecosystem, suggesting a focus on undervalued segments with broad potential [18]. Summary by Sections Market Performance - The telecommunications index rose by 3.69% last week, outperforming the Shanghai Composite Index, which increased by 0.37%, and the Shenzhen Component Index, which rose by 1.26% [2][12]. Key Events - Significant events in the commercial aerospace sector include: 1. The successful first flight of the Zhuque-3 rocket, achieving orbit but failing to recover the first stage [3][13]. 2. The upcoming first flight of the Long March 12 rocket, which will attempt reusability [3][13]. 3. The Shanghai Songjiang Satellite Internet Industry Conference, where major players discussed advancements in satellite technology [16]. 4. The initiation of a tender for phased array terminals by China StarNet, indicating a focus on ground terminal development [18]. Recommended Companies - The report recommends several companies within the telecommunications sector, including: - ZTE Corporation (Buy, target price: 64.34 CNY) [38]. - Ruijie Networks (Buy, target price: 102.51 CNY) [38]. - China Telecom (Buy, target price: 9.11 CNY) [38]. - NewEase (Buy, target price: 476.71 CNY) [38]. - China Mobile (Buy, target price: 126.20 CNY) [38]. - Zhongji Xuchuang (Buy, target price: 626.68 CNY) [38]. - Haige Communications (Buy, target price: 13.70 CNY) [38]. - Shanghai Hanyun (Buy, target price: 28.28 CNY) [38]. - China Unicom (Hold, target price: 7.56 CNY) [38]. Performance Highlights - The report notes that the top-performing stocks in the past week included: - Aerospace Development (up 52.26%) - Tianfu Communication (up 25.79%) - Shanghai Hanyun (up 24.98%) [10]. Future Outlook - The report suggests that the commercial aerospace sector is poised for further growth, particularly in ground terminal applications and satellite manufacturing, as the industry approaches critical technological milestones [2][3][18].

Investment Rating - The report maintains an "Outperform" rating for the communication industry, indicating expected performance above the market benchmark by over 10% [6][46]. Core Insights - The communication industry is experiencing significant growth driven by advancements in AI infrastructure and cloud computing technologies, particularly with the introduction of new AI chips and optical interconnect technologies [5][11][18]. - Companies like Marvell and Credo are leading the charge with substantial revenue growth and strategic acquisitions aimed at enhancing their capabilities in AI and data center technologies [2][3][21]. - The successful launch of the "Zhuque-3" rocket marks a pivotal moment in China's commercial space endeavors, further stimulating interest and investment in the aerospace sector [4][31]. Summary by Sections Industry News Tracking - AWS successfully hosted its annual re:Invent cloud computing conference, unveiling the next-generation AI chip Trainium 4, which supports NVLink Fusion technology for high-speed chip interconnects [11][12]. - Marvell reported a 37% year-over-year revenue increase for FY2026 Q3, driven by data center demand and operational efficiency, and announced a $3.25 billion acquisition of Celestial AI to enhance its optical interconnect technology [2][18]. - Credo's FY2026 Q2 revenue reached $268 million, reflecting a 20.2% quarter-over-quarter growth, with expectations for continued growth driven by AI training and inference infrastructure [3][21]. Market Performance Review - The communication sector index increased by 3.69% this week, outperforming the CSI 300 index by 2.41%, ranking second among primary industries [4][36]. - Notable performers in the sector included satellite internet, optical devices/chips, and IoT controllers, with respective increases of 9.85%, 5.93%, and 4.35% [36]. Investment Recommendations - The report emphasizes the importance of AI computing infrastructure development, recommending investments in optical devices, communication equipment, and liquid cooling technologies [5][43]. - It suggests long-term investment in the three major telecom operators due to their stable operations and increasing dividend payouts, highlighting companies such as China Mobile and ZTE [5][43].

这些会议，是为可能即将签署的数据合作开发协议铺路。国家管网运营的全国"油气一张网"，不仅是物 理的能源动脉，也是汇集了生产、运输、交易、设备状态等海量信息的"数据一张网"。当下的任务，是 思考如何让这些"硬设施"里的数据实现"软联通"，以打破市场壁垒，激活产业链。 行动的紧迫感，源于一项顶层设计的落地。2025年11月25日，国家数据局与国务院国资委联合启动"国 有企业数据资源开发利用试点工作"。试点工作明确了国家管网、中国移动、国机集团、中国汽车技术 研究中心、中国南方电网等12家中央企业作为首批试点牵头单位，要求它们联合民营企业、科研院所等 组建"合作阵营"，共同探索数据从资源到资产再到资本的跃迁路径。 在国家数据局副局长陈荣辉的表述中，这并非普通的信息化升级，而是"国有企业数据效能提升行动"与 新一轮国企改革深化提升行动的"有机结合"，旨在驱动公司治理和经营模式的"深度变革"。 一名国资委人士表示，试点工作的意义在于，首次系统性推动占据国民经济关键领域、坐拥海量高价值 数据的"国家队"，向数据要素市场的深水区进发。最具挑战性的任务，是正面回答数据要素化进程中三 个核心堵点：确权难、定价难、流通难。 随着 ...

Investment Rating - The report maintains an "Outperform" rating for the communication industry, indicating expected performance above the market benchmark by over 10% [6][46]. Core Insights - The communication industry is experiencing significant growth driven by advancements in AI infrastructure and cloud computing technologies, with companies like AWS and Marvell leading the charge [5][11][18]. - Credo's revenue growth is attributed to the expansion of AI training and inference infrastructure, with a notable increase in demand for AEC and ALC products [3][21]. - Marvell's acquisition of Celestial AI is a strategic move to enhance its capabilities in data center optical interconnect technology, positioning the company for future growth in AI and cloud data centers [2][18]. Summary by Sections Industry News Tracking - AWS successfully hosted its annual re:Invent cloud computing conference, unveiling the next-generation AI training chip Trainium 4, which supports NVLink Fusion technology [11][12]. - Marvell reported a 37% year-over-year revenue increase for FY2026Q3, driven by data center demand and operational efficiency, and announced a $3.25 billion acquisition of Celestial AI to enhance optical interconnect technology [2][13][18]. - Credo's FY2026Q2 revenue reached $268 million, reflecting a 20.2% quarter-over-quarter increase, with ALC expected to drive future growth [3][21]. Market Performance Review - The communication sector index rose by 3.69% this week, outperforming the Shanghai Composite Index, which increased by 1.28% [4][36]. - Key sectors such as satellite internet, optical devices/chips, and IoT controllers showed strong performance, with respective increases of 9.85%, 5.93%, and 4.35% [36]. Investment Recommendations - The report suggests continued focus on AI computing infrastructure development, recommending investments in optical devices, communication equipment, and liquid cooling technologies [5][43]. - The three major telecom operators are highlighted as important assets for dividend allocation, with stable operations and increasing dividend payouts [5][43].

新一轮国资国企改革，因数据的注入而增添了新内涵。数据要 素"国家队"的进场，不仅在于挖掘自身金矿，更要以数据流通 穿 透 产 业 链 壁 垒 。 随 着 试 点 发 令 枪 响 ， 一 场 以 数 据 为 牵 引 的"新勘探"在能源电力、交通物流、装备制造等多个重点行业 同步掀起。 作者：王雅洁 封图：本报资料室 临近2025年岁末，国家石油天然气管网集团有限公司（下称"国家管网"）内部，一系列围绕数据 的会议密集召开。会议的焦点，从传统的管道压力、输气量，转向了如何将国家管网运营五年来积 累的超过100亿条核心数据，更安全、更高效地"用起来"，乃至"交易出去"。 这些会议，是为可能即将签署的数据合作开发协议铺路。国家管网运营的全国"油气一张网"，不 仅是物理的能源动脉，也是汇集了生产、运输、交易、设备状态等海量信息的"数据一张网"。当 下的任务，是思考如何让这些"硬设施"里的数据实现"软联通"，以打破市场壁垒，激活产业链。 行动的紧迫感，源于一项顶层设计的落地。2025年11月25日，国家数据局与国务院国资委联合启 动"国有企业数据资源开发利用试点工作"。试点工作明确了国家管网、中国移动、国机集团、中 国汽 ...

云南移动党委副书记、副总经理黄振旺则表示，云南移动作为驻滇央企，积极投身这场由科学家精神引 领的科技革命，全面实施"AI+"行动计划，联合产业各方，共建产学研用协同创新体系，共促人工智能 焕"新"向"实"，赋能经济社会数智化转型。 主题演讲中，与会专家学者围绕通用智能探索、科学智能实践到机器学习理论等前沿学术话题展开剖 析，解构人工智能的核心技术逻辑，为行业发展筑牢理论根基。行业专家们则聚焦人工智能产业发展， 分享以人工智能为主的前沿技术在各行各业的应用案例和实践经验。 论坛上，中国移动发布九天"焕新社区"人工智能青年科学家托举计划，为青年科学家探索AI创变提供全 方位服务。同时，AI4S"模开空间"合作计划发布，在云南省科学技术厅和腾冲科学家论坛中心的指导 下，中国移动研究院、云南移动、无问芯穹联合攻关，构建AI4S"天工智衍"科学工作站。现场还发布 61520心理健康智能体、"智联两亚·数铸边疆"双智能城市等系列科技创新成果。 中新网云南腾冲12月7日电 (罗婕陈静)6日，2025腾冲科学家论坛·人工智能分论坛在云南省腾冲市举 行。行业专家、高校学者和企业代表等围绕人工智能(AI)技术突破、产业赋能、安全 ...

启明星辰12月6日在互动平台表示，中国电子信息产业集团（CEC）目前并不是启明星辰的战略投资 者。2024年1月，公司向特定对象发行股票新增股份上市，中国移动通过其全资子公司中移资本正式成 为公司实际控制人，公司成为中国移动专责网信安全专业子公司，对内支撑中国移动网信安全能力体系 建设，对外共同拓展网信安全市场。 ...