9月24日，中贝通信涨5.17%，截至发稿，报26.23元/股，成交8.57亿元，换手率7.70%，总市值113.90亿 元。 资料显示，中贝通信集团股份有限公司位于湖北省武汉市江汉区江汉经济开发区江兴路1号，成立日期 1999年12月29日，上市日期2018年11月15日，公司主营业务涉及专业从事通信网络技术服务的高新技术 企业,业务以通信网络建设为主,同时兼顾通信与信息化系统集成、通信网络优化与维护、通信网络规划 与设计业务。主营业务收入构成为：5G新基建46.76%，智慧城市及其他33.58%，智算业务18.76%，其 他(补充)0.90%。 从中贝通信十大流通股东角度 数据显示，南方基金旗下1只基金位居中贝通信十大流通股东。南方中证1000ETF（512100）二季度增 持91.84万股，持有股数319.38万股，占流通股的比例为0.74%。根据测算，今日浮盈赚取约412万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模649.53亿。今年以来收益25.67%，同 类排名1948/4220；近一年收益67.42%，同类排名1298/3814；成立以来收益11.21%。 ...

Company Overview - Zhongbei Communication Group Co., Ltd. is located in Wuhan, Hubei Province, and was established on December 29, 1999. The company was listed on November 15, 2018. Its main business involves providing communication network technology services, focusing on communication network construction, while also engaging in system integration, optimization, maintenance, planning, and design of communication networks [1][2]. Financial Performance - As of June 30, 2025, Zhongbei Communication achieved operating revenue of 1.584 billion yuan, representing a year-on-year growth of 4.77%. However, the net profit attributable to shareholders decreased by 51.94% to 50.6429 million yuan [2]. - The company has distributed a total of 324 million yuan in dividends since its A-share listing, with 145 million yuan distributed over the past three years [3]. Stock Performance - On September 22, Zhongbei Communication's stock price increased by 2.03%, reaching 25.15 yuan per share, with a trading volume of 211 million yuan and a turnover rate of 1.96%. The total market capitalization is 10.921 billion yuan [1]. - Year-to-date, the stock price has risen by 10.02%, with a 7.80% increase over the last five trading days, a 7.39% increase over the last 20 days, and a 17.14% increase over the last 60 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders is 76,000, a decrease of 3.95% from the previous period. The average number of circulating shares per person increased by 4.12% to 5,715 shares [2]. - Among the top ten circulating shareholders, the Southern CSI 1000 ETF holds 3.1938 million shares, an increase of 918,400 shares compared to the previous period. Conversely, Hong Kong Central Clearing Limited holds 2.0497 million shares, a decrease of 973,000 shares [3]. Industry Context - Zhongbei Communication operates within the communication services sector, specifically in communication engineering and services. It is associated with concepts such as smart cities, Hubei Free Trade Zone, DeepSeek, 6G, and the Internet of Things [2].

Group 1 - The core point of the article is that Zhongbei Communication (603220) has seen a stock price increase of 3.96% this week, closing at 24.65 yuan, with a total market capitalization of 10.704 billion yuan [1] - The stock reached a weekly high of 25.77 yuan on September 18 and a low of 23.16 yuan on September 16 [1] - Zhongbei Communication ranks 12th out of 39 in the communication services sector and 1759th out of 5153 in the overall A-share market [1] Group 2 - The company announced that its application for a specific stock issuance has been approved by the Shanghai Stock Exchange, pending registration with the China Securities Regulatory Commission (CSRC) [1] - The approval indicates that the company's application meets the issuance conditions, listing conditions, and information disclosure requirements [1] - The final implementation and timing of the stock issuance remain uncertain, and the company will fulfill its information disclosure obligations as progress is made [1]

Group 1 - The F5G concept sector increased by 1.45%, leading the concept sectors in terms of growth, with 19 stocks rising, including Dekoli which hit a 20% limit up, and others like Fenghuo Communication and Hengtong Optic-Electric also reaching the limit up [1][2] - The top gainers in the F5G concept include Changxin Bochuang, Zhongbei Communication, and Yihua Co., which rose by 6.54%, 5.80%, and 5.09% respectively [1][2] - The sector saw a net inflow of 2.39 billion yuan from main funds, with 18 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflow, led by Hengtong Optic-Electric with 1.172 billion yuan [2][3] Group 2 - The top three stocks by net inflow ratio in the F5G concept are Hengtong Optic-Electric, Fenghuo Communication, and Zhongbei Communication, with net inflow ratios of 28.24%, 23.63%, and 13.96% respectively [3] - The trading volume and turnover rates for the top stocks in the F5G concept indicate strong investor interest, with Hengtong Optic-Electric showing a turnover rate of 7.74% and Changxin Bochuang at 13.55% [3][4] - The overall market performance for the F5G concept is contrasted by declines in other sectors, such as lead and zinc, which fell by 3.94% and 3.88% respectively [2][5]

Market Overview - On September 18, the communication services sector declined by 2.16%, with significant losses in both online and offline segments [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - Notable gainers in the communication services sector included: - Beiwai Technology (002148) with a closing price of 12.15, up 6.39% [1] - Zhongbei Communication (603220) at 24.79, up 5.80% [1] - ST Xintong (600289) at 6.57, up 4.95% [1] - Major decliners included: - Online and Offline (300959) at 73.50, down 10.37% [2] - Erli San (002467) at 6.88, down 4.58% [2] - Fengzhushou (301382) at 36.97, down 3.47% [2] Capital Flow - The communication services sector experienced a net outflow of 2.507 billion yuan from institutional investors, while retail investors saw a net inflow of 2.243 billion yuan [2] - The table of capital flow indicates that: - Zhongbei Communication had a net inflow of 2.29 million yuan from institutional investors [3] - Super Communication (603322) saw a net inflow of 29.216 million yuan from retail investors [3] - Dream Network Technology (002123) had a net inflow of 16.368 million yuan from institutional investors [3]

Group 1 - The A-share market saw a strong performance in CPO concept stocks, with Dekoli hitting the daily limit up of 20% [1] - Guangku Technology increased by over 18%, while Fenghuo Communication, Zhongtian Technology, and Hengtong Optic-Electric all reached the daily limit up of 10% [1] - Other notable performers included Zhongbei Communication and Changxin Bochuang, which rose by over 8%, and Guangxun Technology, Huamao Technology, Unisplendour, and Tongfu Microelectronics, which increased by over 6% [1]

Group 1 - The core viewpoint of the news is that Zhongbei Communication has seen a significant increase in its stock price, rising by 5.8% to 24.79 CNY per share, with a trading volume of 422 million CNY and a turnover rate of 4.07%, leading to a total market capitalization of 10.765 billion CNY [1] - Zhongbei Communication Group Co., Ltd. is located in Wuhan, Hubei Province, and was established on December 29, 1999. It was listed on November 15, 2018. The company specializes in communication network technology services, focusing primarily on communication network construction, while also engaging in system integration, optimization, maintenance, planning, and design [1] - The revenue composition of Zhongbei Communication is as follows: 46.76% from 5G new infrastructure, 33.58% from smart city and other services, 18.76% from intelligent computing services, and 0.90% from other sources [1] Group 2 - From the perspective of the top ten circulating shareholders, Southern Fund has increased its holdings in Zhongbei Communication. The Southern CSI 1000 ETF (512100) added 918,400 shares in the second quarter, bringing its total holdings to 3.1938 million shares, which accounts for 0.74% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a current scale of 64.953 billion CNY. Year-to-date returns are 28.17%, ranking 1822 out of 4222 in its category; over the past year, returns are 72.87%, ranking 1263 out of 3804; and since inception, returns are 13.43% [2]

Core Viewpoint - Zhongbei Communication has received approval from the Shanghai Stock Exchange for its application to issue shares to specific investors, pending final registration approval from the China Securities Regulatory Commission (CSRC) [1][3] Fundraising Details - The total amount to be raised through the issuance is not to exceed 1,920.2348 million yuan, with net proceeds intended for investment in the Intelligent Computing Center project, 5G communication network construction, and repayment of bank loans [1][2] - The planned investment amounts for the projects are as follows: Intelligent Computing Center project 1,304.5039 million yuan, 5G communication network project 532.0385 million yuan, and repayment of bank loans 300 million yuan [2] Issuance Structure - The issuance will target no more than 35 specific investors, including qualified institutional investors such as securities investment fund management companies, securities companies, trust investment companies, financial companies, insurance institutions, and qualified foreign institutional investors [2] - The final number of shares to be issued will be determined based on the total amount raised divided by the issuance price, not exceeding 30% of the company's total share capital prior to the issuance [3] Shareholder Information - As of March 31, 2025, the controlling shareholders are Li Liubing and Mei Man, holding a combined 26.77% of the company's total shares [4] - Following the issuance, if the maximum number of shares is issued, the total share capital will increase from 434,244,123 shares to 564,517,359 shares, with the combined ownership percentage of Li Liubing and Mei Man decreasing to 20.59%, indicating no change in control [4] Underwriting and Compliance - The underwriting institution for this issuance is Guotai Junan Securities Co., Ltd., with representatives Jiang Zhiqiang and Li Qin overseeing the process [4]

Group 1 - The core point of the announcement is that Zhongbei Communication Group Co., Ltd. has received approval from the Shanghai Stock Exchange for its application to issue shares to specific investors [1] - The company’s application meets the conditions for issuance, listing, and information disclosure as per the exchange's review [1] - The issuance is subject to final approval from the China Securities Regulatory Commission (CSRC), and there is uncertainty regarding the timing and outcome of this approval [1]

Group 1 - The core point of the article is that Zhongbei Communication has received approval from the Shanghai Stock Exchange for its application to issue shares to specific investors, pending final approval from the China Securities Regulatory Commission (CSRC) [2] Group 2 - Zhongbei Communication announced on September 17 that it received the Shanghai Stock Exchange's review opinion regarding its application for a specific object stock issuance [2] - The review opinion states that the application meets the conditions for issuance, listing, and information disclosure [2] - The implementation of the stock issuance is contingent upon receiving the CSRC's approval, which introduces uncertainty regarding the timing and outcome of the registration decision [2]