人民财讯11月28日电，据中信科移动消息，面向ITU已经定义的6G典型应用场景，中信科移动持续推进 6G无线技术的研究和验证工作。近日，在工信部的指导下，中信科移动依托自研的原型样机，先后完 成了IMT-2030(6G)推进组组织的2025年度全部四项无线技术方案测试，测试结果均符合预期。 ...

11月25日，信科移动涨5.07%，截至发稿，报7.05元/股，成交2.64亿元，换手率1.91%，总市值241.02亿 元。 资料显示，中信科移动通信技术股份有限公司位于湖北省武汉市江夏区藏龙岛谭湖二路1号，成立日期 1998年12月29日，上市日期2022年9月26日，公司主营业务涉及公司是从事移动通信国际标准制定、核 心技术研发和产业化的唯一一家央企控股的高新技术企业。主营业务收入构成为：移动通信一体化服务 35.01%，系统设备21.44%，行业专网设备及其他16.24%，天馈设备14.09%，室分设备6.58%，移动通信 网络运维服务5.84%，其他(补充)0.80%。 从信科移动十大流通股东角度 数据显示，南方基金旗下1只基金位居信科移动十大流通股东。南方中证500ETF（510500）三季度减持 36.48万股，持有股数1983.01万股，占流通股的比例为0.98%。根据测算，今日浮盈赚取约674.22万元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1400.98亿。今年以来收益21.84%，同类 排名1924/4206；近一年收益21.27%，同类排名2002/ ...

今日，受重磅消息提振，商业航天、卫星互联网、卫星导航等板块领涨市场。卫星ETF（159206）高开涨超2%。截至10：00，成分股光库科技涨超9%，航 天智装、乾照光电、华曙高科、中国卫星、臻镭科技等个股跟涨。 | | | Wind热门概念指数 | | | | --- | --- | --- | --- | --- | | 中船系 | 商业航天 | 水产 | 培育钻石 卫星互联网 | | | 4.72% | 2.56% | 2.60% | 2.45% | 2.40% | | 军工信息化 | 航母 | 十大军工集 | 卫星导航 | 光刻机 | | 2.34% | 2.24% | 2.20% | 2.10% | 1.89% | 注：卫星ETF（159206）成立日期为2025/3/6，早于同类产品，卫星ETF同类指追踪国证商用卫星通信产业指数的所有ETF基金。 基金有风险，投资需谨慎。本文所包含的分析基于各种假设，不同假设可能导致分析结果出现重大不同。在任何情况下，本文中的信息或所表述的意见并不 构成对任何人的投资建议。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 | 序号 | 代码 ...

Core Viewpoint - As of November 14, a total of 96 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Significant Net Buying - The stocks with the longest consecutive net buying days are CITIC Bank and Galaxy Microelectronics, both having seen net buying for 13 consecutive trading days [1] - Other notable stocks with significant net buying days include Xinke Mobile, Mingchen Health, Hongrida, Xianggang Technology, Lianrui New Materials, Hualan Biological Engineering, Sunshine Nuohuo, and Zhongguang Optical [1]

Core Insights - The 6G development landscape is becoming clearer, with a focus on the integration of 6G and AI, multi-technology fusion, and specific application scenarios [2][3][4] - The 6G industry is expected to empower various sectors and consumer markets, becoming a new economic growth point during the 14th Five-Year Plan period [1][2] - Continuous testing and validation are essential for the maturation of 6G technology, which must meet high performance, low cost, and compatibility with existing networks [7][8] Industry Developments - The 6G Development Conference is recognized as the most comprehensive and influential international event in the domestic 6G field, guiding the transition from technical vision to industrial reality [1] - China has completed the first phase of 6G technology testing, accumulating over 300 key technology reserves [2] - The integration of AI with 6G is expected to enhance user experiences and drive the development of new terminal innovations [2][3] Technological Integration - The trend of deep multi-technology integration is evident, with a shift from mere connectivity to intelligent connectivity, requiring collaboration with AI and satellite internet [4][5] - Companies like XinKe Mobile and Yinxing Aerospace are actively developing equipment and solutions that support the "space-ground integration" concept essential for 6G [5][6] Market Opportunities - Major telecom operators and companies like XinKe Mobile and AsiaInfo Technology are already investing in 6G, indicating a growing market interest [8] - As 6G standards are established, companies involved in network planning, infrastructure construction, and core component manufacturing are expected to benefit significantly [8] Future Outlook - The year 2026 is anticipated to be a pivotal year for the integration of 6G and AI, with more innovative technologies expected to emerge [3] - The complexity and collaborative nature of the 6G industry necessitate a comprehensive ecosystem that spans the entire value chain, from technology development to commercial application [7][8]

Core Viewpoint - As of November 13, a total of 124 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Significant Net Buying - The stock with the longest consecutive net buying days is Beijing Bank, which has seen net buying for 13 consecutive trading days [1] - Other notable stocks with significant net buying days include Xidi Micro, CITIC Bank, Dingyang Technology, Yindu Co., Galaxy Microelectronics, Xingyu Co., Shihua Technology, and Xinke Mobile [1]

Group 1: Non-Metallic Building Materials - The building materials industry shows signs of structural growth that gradually outweigh environmental impacts, with Q3 2025 reports indicating a recovery in revenue and profitability for several companies [2][25] - The cement sector continues to perform well overseas, particularly in Africa, while domestic demand and prices have weakened, suggesting a potential bottoming out in 2024 [4][26] - In the consumer building materials sector, revenue growth disparities among sub-industries are widening, driven by the impacts of real estate and local debt [5][27] Group 2: Biopharmaceuticals - Huadong Medicine's industrial segment maintains steady growth, with Q3 2025 revenue of 37.28 billion yuan, up 14.95% year-on-year, and net profit of 8.94 billion yuan, up 18.43% [7][8] - The medical aesthetics business faces short-term pressure due to economic factors, with a decline in revenue for both domestic and overseas operations [8] - The company is advancing its innovative pipeline, with several clinical trials ongoing for various cancer treatments [9][33] Group 3: Power Equipment and New Energy - Haibo Sichuang, a leader in energy storage, is expected to benefit from high industry demand, with Q3 2025 revenue reaching 3.39 billion yuan, a year-on-year increase of 124.4% [10][11] - The company's profitability has improved significantly, with a gross margin of 18.64% and a net margin of 9.05% in Q3 2025 [11] - The global energy storage market is projected to grow by 40%-50% in 2026, with significant contributions from both domestic and international markets [13] Group 4: Financial Engineering - The report highlights various asset allocation strategies, with the macro-factor-based strategy yielding a return of 4.23% in 2025, outperforming other strategies [14][15] - The performance of domestic asset strategies shows a positive trend, with October returns indicating a stable investment environment [15][16] - The overall economic outlook remains cautious, with manufacturing PMI indicating a contraction, while service sector activity shows slight improvement [16]

Investment Rating - The report assigns an "Outperform" rating to the company, indicating an expected relative performance above the market benchmark over the next 12-18 months [4][14]. Core Insights - The company has significantly reduced losses, with promising potential in satellite communication and other innovative businesses. Despite revenue pressure in the first three quarters of 2025, the net loss attributable to shareholders has narrowed year-on-year, and Q3 revenue showed growth, reflecting improved operational quality [4][14]. - The company is strategically investing in high-potential areas such as satellite internet and 5G-A technology, which are expected to drive new growth despite short-term challenges in traditional business segments [4][14]. Financial Summary - Total revenue for the first three quarters of 2025 was 3.76 billion RMB, a decrease of 9.25% year-on-year. However, Q3 revenue was 1.23 billion RMB, representing a growth of 6.23% year-on-year, indicating marginal improvement [4][14]. - The net loss attributable to shareholders was 165 million RMB, a reduction of approximately 4.8 million RMB year-on-year. The net loss after non-recurring items was 206 million RMB [4][14]. - The company has shown strong cost control, with sales and R&D expenses decreasing by 8.56% and 4.03% year-on-year, respectively [4][14]. Business Segments - In the main equipment business, the company increased its bid amounts and market share despite reduced operator investment [4][14]. - The antenna and indoor distribution business maintained a leading position in the industry, with significant market share in antenna centralized procurement and indoor equipment [4][14]. - The industry applications segment emerged as a growth highlight, focusing on energy and transportation, with over 80% revenue growth projected for 2024 [4][14]. Strategic Initiatives - The company is advancing its strategic investments in integrated air-space-ground systems, aiming to build new growth areas [4][14]. - It is fully engaged in the evolution of 5G-A technology and has pioneered a 64T128R integrated solution, positioning itself to lead in low-altitude economy scenarios [4][14]. - The company possesses end-to-end capabilities in satellite internet, from baseband to core network, and is deeply involved in GW construction, expected to benefit from industry growth [4][14]. Management and Reforms - The company is implementing management reforms to enhance internal motivation and operational quality, including performance-based public recruitment by the end of 2024 [4][14].

证券日报网讯 11月11日晚间，信科移动发布公告称，公司于2025年11月11日下午召开职工代表大会， 经全体与会职工代表表决，同意选举叶娇龙女士为公司第二届董事会职工代表董事。 ...

中信科移动通信技术股份有限公司 关于非独立董事离任暨选举职工代表 董事的公告 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、准确性和完整性依法承担法律责任。 一、董事离任情况 (一)提前离任的基本情况 中信科移动通信技术股份有限公司（以下简称"公司"）董事会近日收到李强先生提交的书面辞职报告。 李强先生因工作安排调整，申请辞去公司非独立董事、董事会战略委员会委员职务。辞职后，李强先生 不再担任公司任何职务。 证券代码：688387 证券简称：信科移动 公告编号：2025-042 公司于2025年11月11日下午召开职工代表大会，经全体与会职工代表表决，同意选举叶娇龙女士为公司 第二届董事会职工代表董事。现将相关情况公告如下： 公司于2025年11月11日召开2025年第一次临时股东会审议通过了《关于公司取消监事会并修订〈公司章 程〉的议案》，根据《公司章程》，公司设职工代表董事1名，由公司职工通过职工代表大会、职工大 会或者其他形式民主选举产生，无需提交股东会审议。公司于2025年11月11日下午召开第一届职工代表 大会第八次会议选举叶娇龙女士为公司第二 ...