据交易所数据显示，截至1月15日午间收盘，主力资金流出前20的股票分别为： 蓝色光标（-22.86亿元）、 山子高科（-21.05亿元）、 金风科技（-14.60亿 元）、 东方财富（-14.38亿元）、 岩山科技（-14.21亿元）、 航天电子（-12.36亿元）、 中国卫星（-11.49亿元）、 三维通信（-7.06亿元）、 特变电工 （-6.97亿元）、 指南针（-6.56亿元）、 新易盛（-6.45亿元）、 数据港（-6.38亿元）、 胜宏科技（-6.35亿元）、 上海瀚讯（-5.87亿元）、 中国卫通 （-5.82亿元）、 利欧股份（-5.64亿元）、 永鼎股份（-5.58亿元）、 中兴通讯（-5.43亿元）、 润泽科技（-5.43亿元）、 卫宁健康（-5.28亿元）。 | 股票名称 | 涨跌幅(%) | 主力资金流向 | 所属行 | | --- | --- | --- | --- | | 蓝色光标 | -14.7 | -22.86亿元 | 文化传媒 | | 山子高科 | -9.35 | -21.05亿元 | 汽车零部 | | 金风科技 | -10.01 | -14.60亿元 | 风电设备 | | ...

新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务，助力上市公 司传播ESG理念，提升ESG可持续发展表现。点击查看【 ESG评级中心服务手册】 2025年，中国ESG发展已从"立标准"全面迈向"强规范"阶段。随着国家新一轮减排目标落地、碳市场覆盖 范围扩容，以及"基本准则+行业指引+编制指南"三层披露标准体系不断完善，企业ESG表现已从自愿实践 转向合规要求，更成为连接商业价值与社会价值的重要纽带。 在此背景下，本着"公平、公正、公开"原则，依托权威ESG评级数据库，新浪财经于2025年11月启动了 2025中国企业ESG"金责奖"评选，旨在嘉奖那些对中国ESG事业做出卓越贡献的企业和机构。本次"金责 奖"优秀奖评选设置有优秀环境（E）责任奖、优秀社会（S）责任奖、优秀公司治理（G）责任奖、优秀责 任进取奖、优秀可持续发展奖、责任投资优秀银行奖、责任投资优秀证券公司奖、责任投资优秀保险公司 奖、责任投资优秀基金公司奖、责任投资优秀资产管理机构奖十个大奖。 本次评选共吸引超5000家企业参评。历经三个多月的激烈角逐，结合ESG综合绩效、网络投票结果及专业 评审打分，2025中国企业E ...

Summary of Conference Call Notes Industry and Companies Involved - **Industry**: Communications Equipment - **Companies Covered**: - Accelink Technologies (002281.SZ) - Eoptolink Technology (300502.SZ) - EverProX Technologies (300548.SZ) - GDS Holdings (GDS.O) - Innolight (300308.SZ) - Suzhou TFC Optical Communication (300394.SZ) - T&S Communications (300570.SZ) - VNET Group (VNET.O) - ZTE (0763.HK) Key Points and Arguments EverProX Technologies (300548.SZ) - Target price raised to Rmb122 from Rmb63, reflecting a 46.5x 2026E EPS valuation, which is +1 standard deviation above the 5-year historical mean due to stronger earnings growth projected at a 152% 3-year CAGR [2][11] - 2025/26/27E earnings increased by 1%/26%/45% driven by robust overseas demand for MPO/AOC components, datacenter cables, and optical transceivers [2][11] - Rated as Neutral due to high current trading P/E of ~45x compared to T&S Communications at ~32x, indicating less upside potential [2][11] Suzhou TFC Optical Communication (300394.SZ) - Target price increased to Rmb222 from Rmb196, with 2026/27E earnings raised by 36%/56% due to anticipated growth in the 1.6T light engine market [3][15] - Maintained Buy rating, citing strong long-term earnings growth potential from CPO/OIO total addressable market opportunities and expected sales of FAU, ELSFP, and MT products [3][15] ZTE (0763.HK) - Downgraded to Neutral from Buy, with target price raised to HK$29.20 from HK$27.50 [4][19] - 2025/26/27E earnings reduced by 16%/14%/11% due to margin impacts from a ramping server business and memory price effects on the smartphone segment, partially offset by tighter operating expenses [4][19] - Valuation set at 15.0x 2026E P/E, which is 1.5 standard deviations above the stock's historical average, supported by positive sentiment towards AI server developments [4][19] Accelink Technologies (002281.SZ) - Coverage transferred with a maintained Sell rating and target price of Rmb24.60 [8][20] Eoptolink Technology (300502.SZ) - Coverage transferred with a maintained Buy rating and target price of Rmb472.00 [9][21] GDS Holdings (GDS.O) - Coverage transferred with a maintained Buy rating and target price of US$51.20 [12] Innolight (300308.SZ) - Coverage transferred with rating suspended [13] T&S Communications (300570.SZ) - Coverage transferred with a maintained Buy rating and target price of Rmb137.00 [16] VNET Group (VNET.O) - Coverage transferred with a maintained Buy rating and target price of US$20.00 [17] Other Important Information - The report indicates potential conflicts of interest due to the firm's business relationships with covered companies, advising investors to consider this report as one of several factors in their investment decisions [5] - The report is not for distribution in the People's Republic of China, excluding Hong Kong and Qualified Foreign Institutional Investors [5]

据交易所数据显示，截至1月15日开盘一小时，主力资金流出前20的股票分别为： 蓝色光标（-17.17亿元）、 金风科技（-14.12亿元）、 岩山科技（-13.48亿 元）、 山子高科（-12.66亿元）、 航天电子（-11.82亿元）、 中国卫星（-10.82亿元）、 东方财富（-10.03亿元）、 数据港（-5.75亿元）、 利欧股份（-5.55 亿元）、 三维通信（-5.15亿元）、 指南针（-5.09亿元）、 特变电工（-4.89亿元）、 新易盛（-4.81亿元）、 拉卡拉（-4.58亿元）、 中国卫通（-4.58亿 元）、 中国一重（-4.48亿元）、 永鼎股份（-3.95亿元）、 天下秀（-3.92亿元）、 长江电力（-3.82亿元）、 中兴通讯（-3.80亿元）。 | 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行 | | --- | --- | --- | --- | | 蓝色光标 | -13.64 | -17.17亿元 | 文化传妙 | | 金风科技 | -10.01 | -14.12亿元 | 风电设备 | | 岩山科技 | -10.01 | -13.48亿元 | 互联网服 | ...

稿源：掌上长沙 2026-01-14 19:50 吴桂英调研民营经济发展情况 主动服务精准对接 纾困解难聚势赋能 促进民营经济健康发展高质量发展 来到湖南湘江新区，吴桂英走进圣湘生物科技股份有限公司、安克创新科技股份有限公司和中兴通讯长沙基地。 在圣湘生物，她肯定企业在产业生态构建、拓展国际市场等方面的成效，强调要积极对接政策资源，推动产业基 金精准赋能，围绕关键环节放大撬动效应，力争在技术突破、产业升级、市场拓展上再上新台阶。在安克创新， 她鼓励企业持续开拓全球市场，强化品牌建设和技术创新，聚焦智能用电、智能家居自动化、智能影音核心赛道 迭代升级产品，不断提升全球市场竞争力和品牌影响力。在中兴通讯长沙基地，她强调要充分发挥基地的研发集 聚优势，抢占前沿技术赛道，推动研发资源与长沙本地产业链、供应链深度融合，持续塑造竞争新优势。 每到一处，吴桂英认真听取企业对营商环境的意见建议，表示民营经济是长沙经济发展的重要引擎、创新创业的 重要力量。各级各部门要着力构建亲清新型政商关系，精准掌握企业发展诉求，一企一策提供优质服务。要聚焦 企业研发创新、人才招引、市场拓展等关键需求，强化政策落地执行，坚持包容审慎监管，让民 ...

现在的手机，已经智能到有些科幻了： 当你对着手机说出"比价三大外卖平台的汉堡价格并下单最便宜的，备注后同步给好友"，无需手动点开任何App，手机后台便自动完成搜索、对比、操作 全流程，仅支付环节需要手动确认。 2025年年底，字节跳动旗下AI大模型"豆包手机助手"与中兴通讯合作，推出努比亚M153工程机（以下简称"豆包AI手机"），在科技领域引发空前轰动， 首批3万台工程机秒售罄，二手平台一度售价达到3万元。美国投资公司雪牛资本的创始人泰勒·奥根（Taylor Ogan）直接在社交平台上表示，"这简直是另 一个'DeepSeek时刻'！" 不久，腾讯旗下多款应用如微信、《王者荣耀》，以及阿里系多款应用、各大银行应用就对其采取措施。如《王者荣耀》启用AI控制检测，仅支持手动 操作，AI助手一旦介入便会导致账号被强制下线。淘宝不仅自动比价功能无法使用，甚至手动操作也频频触发安全机制，导致登录受阻...... 传统智能手机的AI功能，无论多么强大，本质上仍是被"封装"在特定应用或模块中的工具。无论是语音助手、图像识别还是智能推荐，它们都运行在应用 层，受制于操作系统的权限分配和资源调度。用户与AI的交互是有明确边界 ...

港交所消息：1月7日，瑞银集团持有的 中兴通讯 H股空头头寸从4.00%增至5.65%。 ...

Core Viewpoint - The data indicates significant outflows of capital from various stocks, with notable declines in share prices across multiple sectors, particularly in aerospace, communication, and consumer electronics. Group 1: Major Stock Outflows - The stock with the highest capital outflow is Goldwind Technology, with an outflow of 5.043 billion yuan and a price drop of 3.36% [1][2] - Aerospace Electronics experienced a capital outflow of 4.378 billion yuan, with a significant price decline of 10.01% [1][2] - BlueFocus Media saw an outflow of 2.976 billion yuan, but its share price increased by 1.12% [1][2] Group 2: Sector Performance - The wind power equipment sector, represented by Goldwind Technology, is facing challenges with a notable capital outflow [2] - The aerospace sector, particularly Aerospace Electronics and Aerospace Development, is experiencing substantial capital withdrawals, indicating potential investor concerns [1][2] - The consumer electronics sector, including Industrial Fulian and Xunwei Communication, is also seeing significant outflows, reflecting broader market trends [1][3] Group 3: Additional Notable Stocks - Other companies with significant capital outflows include Kunlun Wanwei (2.078 billion yuan), Raytheon Defense (1.894 billion yuan), and China Satcom (1.439 billion yuan), all of which are in the communication and internet service sectors [1][3] - Semiconductor company SMIC reported an outflow of 1.206 billion yuan, indicating investor caution in the semiconductor industry [1][3] - The photovoltaic equipment sector, represented by Sunshine Power, also faced an outflow of 1.077 billion yuan, highlighting challenges in renewable energy investments [1][3]

Group 1 - ZTE Corporation's stock fell by 5.04% on January 13, closing at 40.30 CNY per share, with a trading volume of 7.954 billion CNY and a turnover rate of 4.80%, resulting in a total market capitalization of 192.776 billion CNY [1] - The company, founded on November 11, 1997, and listed on November 18, 1997, is based in Shenzhen, Guangdong Province, and primarily engages in the investment and sale of electronic and communication equipment components [1] - ZTE's main business revenue composition includes 49.00% from carrier networks, 26.91% from government and enterprise business, and 24.09% from consumer business [1] Group 2 - Changjiang Asset Management has one fund heavily invested in ZTE Corporation, specifically the Changjiang Xuri Mixed A Fund (021015), which held 65,000 shares in the third quarter, unchanged from the previous period, accounting for 3.44% of the fund's net value [2] - The estimated floating loss for the fund today is approximately 139,100 CNY [2] - The Changjiang Xuri Mixed A Fund was established on July 24, 2024, with a latest scale of 83.833 million CNY, and has achieved a year-to-date return of 5.42%, ranking 3148 out of 8836 in its category [2]

1月13日，中兴通讯跌5.04%，截至发稿，报40.30元/股，成交79.54亿元，换手率4.80%，总市值1927.76 亿元。 数据显示，永赢基金旗下1只基金重仓中兴通讯。卫星ETF（159206）三季度增持82.78万股，持有股数 90.92万股，占基金净值比例为3.48%，位居第六大重仓股。根据测算，今日浮亏损失约194.57万元。 卫星ETF（159206）成立日期2025年3月6日，最新规模11.93亿。今年以来收益31.13%，同类排名 6/5517；成立以来收益120.02%。 卫星ETF（159206）基金经理为刘庭宇。 截至发稿，刘庭宇累计任职时间2年154天，现任基金资产总规模213.54亿元，任职期间最佳基金回报 119.5%， 任职期间最差基金回报-1.14%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，中兴通讯股份有限公司位于广东省深圳市南山区高新技术产业园科技南路中兴通讯大厦,香 港铜锣湾勿地臣街1号时代广 ...