| 证券代码：603220 | 证券简称：中贝通信 | 公告编号：2026-006 | | --- | --- | --- | | 转债代码：113678 | 转债简称：中贝转债 | | 中贝通信集团股份有限公司 关于使用闲置募集资金进行现金管理的公告 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。 重要内容提示： 基本情况 | 投资金额 | 不超过人民币 100,000 万元,可循环使用 | | --- | --- | | 投资种类 | 安全性高、流动性好、期限不超过十二个月的保本型 投资产品 | | 资金来源 | 募集资金 | 已履行及拟履行的审议程序 公司于 2026 年 1 月 30 日召开第四届董事会第十四次会议，审议通过了《关 于使用闲置募集资金进行现金管理的议案》，本议案无需提交公司股东会审议。 特别风险提示 尽管本次公司购买的为安全性高、流动性好的产品，属于低风险投资产品， 但金融市场受宏观经济的影响较大，不排除该项投资可能受到市场波动的影响。 单位：万元 | 序 号 | 募投项目名称 | 投资总额 | 募集资 ...

中贝通信集团股份有限公司 第四届董事会第十四次会议决议公告 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。 | 证券代码：603220 | 证券简称：中贝通信 | 公告编号：2026-004 | | --- | --- | --- | | 债券代码：113678 | 债券简称：中贝转债 | | 中贝通信集团股份有限公司（以下简称"公司"、"中贝通信"）第四届董 事会第十四次会议于 2026 年 1 月 27 日以电话、微信和电子邮件的方式通知各位 董事，于 2026 年 1 月 30 日在公司会议室以现场和电话会议方式召开，应参加表 决董事 9 名，实际参加表决董事 9 名，会议由董事长李六兵先生主持。公司部分 高级管理人员列席了会议。会议召开符合《中华人民共和国公司法》（以下简称 "《公司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）和 《公司章程》的有关规定，会议审议通过如下决议： 一、审议通过了《关于使用募集资金置换预先投入募投项目及已支付发行 费用的自筹资金的议案》 1、议案内容： 公司拟使用募集资金 7 ...

南财智讯1月30日电，中贝通信公告，公司于2026年1月30日召开第四届董事会第十四次会议，审议通过 了《关于使用闲置募集资金进行现金管理的议案》；拟使用不超过10.00亿元部分闲置募集资金进行现 金管理；投资方向为安全性高、流动性好、期限不超过十二个月的保本型投资产品；有效期为自董事会 审议通过之日起十二个月内有效；资金在额度范围内可滚动使用；不会影响募集资金投资项目进度和公 司正常生产经营。 ...

中贝通信计划与北京邮电大学团队共建卫星互联网联合实验室，在武汉、北京、内蒙古等地针对物流无 人驾驶、无人机巡检、应急通信等典型应用场景开展实地测试，并与产业链核心伙伴深化合作，构建高 水平产学研协同创新平台。 "建议推动6G与低空经济、应急救援等领域深度融合，探索'6G+卫星+AI'模式，带动芯片、器件、终端 应用等上下游企业协同发展，培育千亿级产业集群。"1月28日，省人大代表、中贝通信集团股份有限公 司董事长李六兵说。 李六兵认为，6G将实现"空天地海"全域覆盖，更将深度融合人工智能、量子信息、脑机接口等前沿技 术，重塑数字经济格局。湖北依托雄厚的科教资源、坚实的"光芯屏端网"产业根基、行业"国家队"力量 以及前瞻性的战略布局，已成为全国少数在"通信科研、设备制造、场景应用"全链条具备核心竞争力的 省份，抢占先发优势。 李六兵建议，湖北应聚焦关键技术突破、加速场景赋能，全面构建全链条、高质量的产业生态。在技术 上，支持龙头企业组建高水平创新联合体，围绕太赫兹通信、空芯光纤传输、星地融合组网、6G网络 安全、超维度天线等关键环节开展联合攻关，推动更多"中国方案""湖北成果"纳入全球6G标准体系；在 应用上， ...

Group 1 - On January 29, three companies in the A-share market announced plans related to private placements [1] - Two companies disclosed new private placement proposals, while one proposal was approved by the shareholders' meeting [1] - The highest proposed fundraising amounts were from Yunjigroup and Lixing Co., aiming to raise no more than 788 million yuan and 560 million yuan, respectively [1] Group 2 - Since the beginning of the year, 15 companies have announced completed private placement plans, with 7 companies raising over 1 billion yuan [1] - The companies with the highest fundraising amounts include Beiqi Blue Valley, Magmi Te, and Zhongbei Communication, raising 6 billion yuan, 2.663 billion yuan, and 1.92 billion yuan, respectively [1]

（原标题：湖北省人大代表、中贝通信董事长李六兵：建议多措并举推动湖北AI产业高质量发展） 经济观察网 程久龙 1月27日上午，湖北省第十四届人民代表大会第四次会议在武汉开幕。"湖北两会"期 间，湖北省人大代表、中贝通信董事长李六兵在接受经济观察网采访时表示，湖北科教资源富集、产业 雄厚、应用场景多元，在全国AI发展格局中地位重要，湖北省应多措并举，大力推动AI产业高质量发 展。 二是、场景融合。推动6G与低空经济、应急救援等领域深度融合，探索"6G+卫星+AI"模式，带动芯 片、器件、终端应用等上下游企业协同发展，培育千亿级产业集群。 三是、平台赋能。在武汉都市圈、长江航运等区域部署试验平台，开展真实场景规模化试验，打通 从"实验室"走向"应用场"的关键转化通道，加速技术商业化落地。 在算力集群和算法领域，李六兵建议采用"场景化布局+平台化共享"模式，贴近教育AI、自动驾驶、智 能工厂等核心场景，推动龙头企业布局E级算力集群建设；设立算法创新专项，对共性技术研发平台给 予补助。 据经济观察网了解，中贝通信作为武汉本土企业，已构建"通信+AI+新能源"核心业务板块，具备AI全 链发展能力。公司还组建研发团队，计 ...

Market Overview - The communication services sector declined by 0.54% on January 27, with the stock "二六三" leading the decline [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Stock Performance - "三维通信" saw a significant increase of 10.00%, closing at 15.73, with a trading volume of 1.1458 million shares [1] - "世纪恒通" and "奧飞致居" also experienced gains of 6.05% and 4.61%, respectively, with closing prices of 40.82 and 23.59 [1] - Conversely, "二六三" dropped by 4.97%, closing at 6.50, with a trading volume of 1.774 million shares [2] Capital Flow - The communication services sector experienced a net inflow of 115 million yuan from institutional investors, while retail investors saw a net outflow of 229 million yuan [2] - "三维通信" attracted the highest net inflow from institutional investors at 704 million yuan, representing 39.33% of its trading volume [3] - "世纪恒通" and "润建股份" also had notable net inflows of 57.24 million yuan and 53.37 million yuan, respectively [3]

Investment Rating - The report suggests a positive investment outlook for companies involved in semantic communication and 6G technology, highlighting specific companies as potential investment opportunities [5]. Core Insights - The report emphasizes that traditional communication technologies are approaching Shannon's limit, necessitating a shift towards semantic communication to enhance efficiency and reliability in 6G networks [5][15]. - Semantic communication is positioned as a breakthrough technology that can bypass traditional limitations by focusing on the transmission of meaning rather than just bits, significantly reducing bandwidth requirements [5][15]. - The report identifies key players in the industry, such as Zhongbei Communication, Xinke Mobile, and Fenghuo Communication, which are actively engaged in advancing semantic communication technologies [5][63]. Summary by Sections Industry Background - The report discusses the transition from traditional communication paradigms to semantic communication, which integrates AI to enhance data transmission efficiency and reduce redundancy [6][15]. Technical Pathways - Semantic communication architecture introduces a semantic layer that extracts and reconstructs information, allowing for more efficient data transmission compared to traditional methods [26][29]. - Two main technical routes are identified: IS-JSCC (Iterative Structured Joint Source-Channel Coding) and SGSCC (Semantics-Guided Source-Channel Coding), both aiming to optimize communication in 6G networks [29]. Industry Shape - The report outlines the transformation of satellite networks into AI-native intelligent computing networks, emphasizing the integration of computing capabilities within satellite nodes to enhance data processing and transmission [37][42]. - The establishment of space data centers is highlighted as a critical infrastructure development to support the increasing demand for data processing in the context of 6G [42]. Related Companies - Zhongbei Communication is noted for its focus on 5G infrastructure and cloud computing services, positioning itself as a key player in the semantic communication landscape [63]. - Xinke Mobile is recognized for its leadership in 5G technology and its role in developing standards for satellite internet, contributing to the advancement of semantic communication [73]. - Fenghuo Communication is mentioned for its development of low-power satellite routing systems, which are expected to benefit from the push towards 6G and semantic communication [75].

Core Viewpoint - Zhongbei Communication (603220.SH) has successfully completed a private placement, raising a total of 1.92 billion yuan to enhance its AI computing power and 5G infrastructure development [1][2]. Group 1: Fundraising and Investment Plans - The company raised 1.92 billion yuan through a private placement, with 1.1 billion yuan specifically allocated for the construction of intelligent computing centers [1][2]. - The intelligent computing project will focus on building high-performance computing clusters in locations such as Qingyang, Danjiangkou, and Xining to meet the growing demand for computing power in sectors like smart driving, healthcare, and fintech [1][2]. - An additional 520 million yuan will be invested in deepening the construction of 5G network infrastructure to enhance network coverage and transmission efficiency [2][3]. Group 2: Business Growth and Performance - In the first half of 2025, the revenue from the intelligent computing center business reached 297 million yuan, marking a significant year-on-year increase of 498.21% [2]. - The company aims to establish an AI industry ecosystem, with the Wuhan Zhongbei AI Industrial Park officially opening in December 2025, attracting eight quality enterprises in the AI field [2]. - Zhongbei Communication plans to expand its computing power by an additional 20,000 P to meet the urgent market demand for high-performance GPU clusters [2][3]. Group 3: Market Recognition and Future Strategy - The private placement received broad recognition from the capital market, with 17 investors from various sectors, including public funds and securities firms, participating [3]. - The completion of the private placement is expected to significantly improve the company's asset-liability structure and enhance its profitability [3]. - The company aims to transition from being a basic infrastructure builder to an industry ecosystem builder, contributing to the high-quality development of the digital economy [3].

（编辑 任世碧） 证券日报网讯 1月23日，中贝通信发布公告称，公司于2025年12月5日召开第四届董事会第十二次会 议，审议通过了《关于开立募集资金专项账户并授权签署募集资金专户监管协议的议案》，为规范公司 募集资金管理和使用，保护公司及投资者权益，根据有关法律法规和规范性文件的规定，并经公司董事 会的授权，2026年1月23日，公司与中国民生银行股份有限公司武汉分行、渤海银行股份有限公司武汉 分行、上海浦东发展银行股份有限公司武汉分行和保荐机构国泰海通证券股份有限公司签署了《募集资 金专户存储三方监管协议》。 ...