中兴通讯股份有限公司2025年半年度非经营性资金占用及其他关联资金往来情况汇总表 单位：人民币万元 截止时间：2025年6月30日 | | | 占用方与上市 | 上市公司核 | 年期初 2025 | 年 月占 2025 1-6 | 年 月占 2025 1-6 | 年 月 2025 1-6 | 年 月 2025 6 30 | 占用形成 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | 资金占用方名称 | 公司的关联关 | 算的会计科 | 占用资金余额 | 用累计发生金额 | 用资金的利息 | 偿还累计发生 | 日占用资金余 | 原因 | 占用性质 | | | | 系 | 目 | | （不含利息） | | 金额 | 额 | | | | 控股股东、实际控制人及其附 | 不适用 | 不适用 | 不适用 | - | - | - | - | 不适用 | 不适用 | 不适用 | | 属企业 | | | | | | | | | | | | 小计 | | | | - | - | - | - | | | | | ...

证券代码（A/H）：000063/00763 证券简称（A/H）：中兴通讯 公告编号：202556 中兴通讯股份有限公司 第十届董事会第十二次会议决议公告 本公司及董事会全体成员保证董事会决议公告的内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 中兴通讯股份有限公司（以下简称"公司"）已于 2025 年 8 月 14 日以电子 邮件的方式向公司全体董事发出了《关于召开中兴通讯股份有限公司第十届董事 会第十二次会议的通知》。2025 年 8 月 28 日，公司第十届董事会第十二次会议 （以下简称"本次会议"）以电视电话会议方式在公司深圳总部等地召开。本次 会议由董事长方榕女士主持，应到董事 9 名，实到董事 9 名。公司相关人员列席 了本次会议。本次会议的召开符合有关法律、行政法规、部门规章和《中兴通讯 股份有限公司章程》的有关规定，会议合法、有效。 本次会议审议通过了以下议案： 一、审议通过《二〇二五年半年度报告全文、摘要及业绩公告》 表决情况：同意 9 票，反对 0 票，弃权 0 票。 三、审议通过《关于为子公司北京砺睿微电子科技有限公司提供担保的议 案》，决议内容如下： 1、同意中兴通讯股份 ...

行业板块方面，申万一级22个行业上涨，通信行业大涨，达7.14%。电子行业涨5.53%，国防军工和计 算机行业均涨超2%，非银金融、有色金属、建筑材料、电力设备和机械设备等行业跟涨。9个下跌行业 中，煤炭、农林牧渔、纺织服饰、食品饮料、医药生物等行业跌幅居前。 从资金流向来看，申万一级行业中，6个行业获主力资金净流入。通信行业净流入金额居首，达33.23亿 元；电子行业净流入17.08亿元，房地产、煤炭、建筑材料和银行行业净流入金额均超2.2亿元。 6个行业获主力资金净流入。 据证券时报·数据宝统计，今日（8月28日）沪深两市主力资金净流出389.74亿元，其中创业板净流出 205.32亿元，沪深300成份股净流出41.18亿元。 25个主力资金净流出的行业中，计算机行业净流出金额居首，达110.62亿元。电力设备、医药生物和机 械设备行业净流出金额居前，均超40亿元；传媒、汽车、基础化工、国防军工和商贸零售等行业净流出 均超10亿元。 多只热门股获主力资金净流入 从个股来看，90股主力资金净流入均超1亿元，其中16股净流入均超5亿元。 稀土龙头股中国稀土涨停，主力资金净流入18.13亿元，居首。盘后龙虎榜数 ...

Group 1 - The article highlights a trend of decreasing shareholder accounts among 658 companies, with 97 companies experiencing a decline for more than three consecutive periods, indicating a concentration of shares [1][2] - Notable companies with significant declines in shareholder accounts include Unisoc Microelectronics, which has seen a 27.88% drop over 13 periods, and ZTE Corporation, with a 16.17% decrease over 12 periods [1][2] - The article mentions that among the companies with decreasing shareholder accounts, 64 have seen their stock prices rise, while 33 have experienced declines, with notable gainers including Yidong Electronics, ZTE Corporation, and Chuangyitong, which have increased by 82.55%, 46.31%, and 45.50% respectively [2] Group 2 - In terms of industry distribution, the companies with decreasing shareholder accounts are primarily concentrated in the basic chemicals, machinery equipment, and electronics sectors, with 14, 11, and 8 companies respectively [2] - The main board has 62 companies with decreasing shareholder accounts, while the ChiNext board has 33, and the Sci-Tech Innovation board has 2 [2] - Among the companies that have reported their semi-annual results, Fujilai has the highest year-on-year net profit growth of 12430.96%, while Nanshan Holdings is expected to have a net profit median of 92 million, reflecting a year-on-year increase of 177.84% [3]

Core Viewpoint - The A-share market saw a significant rise in satellite communication concept stocks following the release of the Ministry of Industry and Information Technology's guidelines to promote the development of the satellite communication industry, aiming for over 10 million users by 2030 [1][2]. Group 1: Market Performance - Notable stocks include Chuangyi Information, which rose over 13%, and Zhenlei Technology and Huali Chuantong, both increasing over 10% [1]. - Other companies such as Xingwang Yuda and Fudan Microelectronics also experienced substantial gains, with increases nearing 10% and 8% respectively [1]. - The overall trend indicates a strong market response to the new policies, with various companies in the satellite communication sector showing positive performance [1]. Group 2: Policy Implications - The guidelines propose 19 measures to expand market access, enhance application scenarios, and foster a robust industry ecosystem [2]. - Key areas of focus include supporting low-orbit satellite internet development, enabling telecom operators to connect terminal devices directly to satellites, and conducting commercial trials for satellite IoT [2]. - The industry is expected to evolve into a new trillion-level market, with a clear policy direction and strategic importance highlighted by the government [2]. Group 3: Investment Opportunities - Analysts suggest monitoring investment opportunities in satellite communication service providers, satellite operation and services, satellite manufacturing, and ground equipment manufacturing [2]. - The report from CITIC Securities emphasizes the ongoing optimization of business access in the satellite communication sector, indicating a potential acceleration in license issuance [2].

据香港交易所披露，花旗集团对中兴通讯股份有限公司 - H股的多头持仓比例于2025年8月22日从6.03% 增至6.71%。 ...

证券之星消息，8月28日通信设备板块较上一交易日上涨8.82%，鼎通科技领涨。当日上证指数报收于 3843.6，上涨1.14%。深证成指报收于12571.37，上涨2.25%。通信设备板块个股涨跌见下表： 从资金流向上来看，当日通信设备板块主力资金净流入46.35亿元，游资资金净流出31.41亿元，散户资金 净流出14.94亿元。通信设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000063 | 中兴通讯 | 1 13.3416 | 8.19% | -6.66 Z | -4.09% | -6.68 Z | -4.10% | | 300502 | 新易盛 | 10.80 亿 | 4.50% | -4.37 Z | -1.82% | -6.42 Z | -2.68% | | 300394 | 天孚通信 | 6.69 Z | 5.88% | -2.96 Z | -2.59% | -3.74 ...

Core Insights - The 2025 Power Information Communication New Technology Conference was held in Wuhan, focusing on cutting-edge technologies and development trends in power information communication, promoting green and low-carbon energy transition, and supporting the construction of new power systems [1] - Over 800 representatives from various sectors including grid companies, power generation groups, power construction units, research institutions, and the information communication industry attended the conference [1] Group 1: Challenges and Innovations - ZTE's General Manager of Wired Products, Hu Junjie, highlighted three core challenges facing the new power system: reverse distribution of energy production and consumption, peak regulation bottlenecks in the power grid, and large-scale growth in load [3] - The concept of "Electricity Computing Symbiosis" was introduced, advocating for the establishment of a "safe, efficient, flexible, and intelligent" new power communication network system [3] Group 2: Solutions and Technologies - ZTE showcased a full-stack solution themed "Green and Low Carbon, Smart Power," presenting innovations in power communication and digital business [4] - New generation fgOTN solutions enhance the resilience of the main network; high-isolation GPON, industrial Ethernet switches, and SPN-CPE are introduced to support transparent distribution and integrated power networks [4] - Innovative scenarios such as digital substations effectively support quality and efficiency improvements in power production; the decoupled power intelligence application meets AI scenario demands [4] - The new generation of domestically produced video conferencing solutions achieves full compatibility and autonomy; GoldenDB distributed database and self-developed operating systems lay a solid digital foundation for the development of new productivity in the power industry [4] Group 3: Future Directions - ZTE will continue to focus on underlying technological innovation, leveraging information communication technology advantages to deepen the integration of communication technology with power business [6] - The company aims to explore new scenarios and technologies such as integrated source-grid-load-storage, new power systems, virtual power plants, and large-scale power models, contributing to the digital transformation of the power grid and the construction of new power systems [6]

Core Viewpoint - The communication equipment sector is experiencing strong performance, driven by the CPO concept, with significant gains in related ETFs [1][3]. Group 1: ETF Performance - The Communication ETF (515880) saw a half-day increase of 4.49%, with a trading volume of 1.165 billion yuan and a total size of 3.042 billion units [1][3]. - The Communication Equipment ETF (159583) recorded a half-day increase of 4.47%, with a trading volume of 139 million yuan and a total size of 237 million units [5][7]. - Other related ETFs also showed positive performance, with the 5G Communication ETF (515050) increasing by 3.82% [2][5]. Group 2: Index Composition - The CSI Communication Equipment Index, which the Communication ETF (515880) tracks, includes major 5G concept stocks and has shown strong historical performance [3][5]. - The CSI Communication Equipment Theme Index, tracked by the Communication Equipment ETF (159583), consists of 50 companies involved in communication equipment manufacturing and services [5][7]. - The major weight stocks in the CSI Communication Equipment Index include companies like NewEase (18.47%) and Zhongji Xuchuang (17.45%) [4][6]. Group 3: Investment Logic - The "5G + Industrial Internet" initiative highlights the importance of industrial 5G terminal devices, which facilitate high-speed, low-latency data transmission for factory operations [3]. - The communication equipment sector is expected to benefit from advancements in technology and increased demand for 5G infrastructure [3][5].

中兴通讯成交额达100亿元，现涨4.85%。 ...