格隆汇8月14日｜港交所消息：8月8日，瑞银集团对中兴通讯股份有限公司H股的空头头寸从1.99%增至 4.85%。 ...

Core Points - Shenzhen has implemented the first local standard in China for establishing a Chief Quality Officer (CQO) system, aiming to enhance quality management in enterprises [1][2] - The standard was developed over two years with contributions from leading companies like ZTE, BYD, and Honor, providing a comprehensive guide for quality management practices [2] - A series of training programs and activities have been launched to promote the standard, engaging over 13,000 quality professionals and establishing the CQO system in more than 3,000 enterprises [6] Group 1: Implementation and Training - The Shenzhen Municipal Market Supervision Administration has initiated a "public training + benchmark demonstration" approach to facilitate the implementation of the CQO system [1][3] - A public training class attracted over 100 quality managers from various industries, utilizing both offline and online learning methods [3] - The training includes case studies from leading companies, teaching participants how to develop quality strategies and implement digital quality management [5] Group 2: Achievements and Future Plans - Over 5,000 individuals have passed assessments and received certification in the CQO training, with notable companies integrating CQOs into their decision-making processes [6] - Shenzhen has launched a competition to encourage innovation in quality management, further motivating CQOs to fulfill their roles effectively [6] - The city aims to continue promoting the CQO system, contributing to the development of a quality-driven economy in the Guangdong-Hong Kong-Macao Greater Bay Area and nationwide [6][7]

通信行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300394 | 天孚通信 | 9.69 | 6.45 | 61537.98 | | 000063 | 中兴通讯 | 2.75 | 4.00 | 36214.02 | | 603083 | 剑桥科技 | 9.93 | 20.57 | 28514.47 | | 300570 | 太辰光 | 6.64 | 13.92 | 27104.63 | | 300548 | 长芯博创 | 5.28 | 10.47 | 24837.52 | | 300620 | 光库科技 | 20.01 | 11.41 | 20371.00 | | 300502 | 新易盛 | 15.45 | 6.79 | 20047.89 | | 603881 | 数据港 | 4.25 | 9.66 | 17867.42 | | 000070 | 特发信息 | 10.02 | 16.92 | 17745.41 | | 002583 | 海能达 | 3.09 | 10.27 | ...

资金流入比率方面，大元泵业、兴瑞科技、博杰股份等流入比率居前，主力资金净流入率分别为 39.29%、20.16%、20.03%。（数据宝） 液冷服务器概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000066 | 中国长 城 | 9.99 | 17.06 | 118120.77 | 12.73 | | 002536 | 飞龙股 份 | 10.02 | 17.96 | 43003.46 | 18.48 | | 000977 | 浪潮信 息 | 3.80 | 7.73 | 36499.63 | 5.57 | | 000063 | 中兴通 讯 | 2.75 | 4.00 | 36214.02 | 6.40 | | 603083 | 剑桥科 技 | 9.93 | 20.57 | 28514.47 | 9.40 | | 601609 | 金田股 份 | 10.06 | 10.57 | 26227.57 | 18. ...

Market Overview - On August 13, the communication equipment sector rose by 6.06% compared to the previous trading day, with Guangku Technology leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Top Gainers in Communication Equipment Sector - Guangku Technology (300620) closed at 79.30, up 20.01% with a trading volume of 281,600 shares and a transaction value of 2.204 billion [1] - Xinyi Technology (300502) closed at 236.56, up 15.45% with a trading volume of 601,100 shares and a transaction value of 13.529 billion [1] - Dingtong Technology (688668) closed at 115.36, up 13.10% with a trading volume of 111,200 shares [1] - Other notable gainers include Zhongji Xuchuang (300308) up 11.66%, Jiexun Feihong (300213) up 10.79%, and Tefa Information (000070) up 10.02% [1] Market Capital Flow - The communication equipment sector saw a net inflow of 2.48 billion from institutional investors, while retail investors experienced a net outflow of 6.38 billion [2] - The top stocks by net inflow from institutional investors include Tianfu Communication (300394) with a net inflow of 619 million, and ZTE Corporation (000063) with a net inflow of 313 million [3] Underperformers in Communication Equipment Sector - Dayhai Intelligent (002313) closed at 12.81, down 5.67% with a trading volume of 907,500 shares and a transaction value of 1.187 billion [2] - ST Gaohong (000851) closed at 1.90, down 5.00% with a trading volume of 13,900 shares [2] - Other underperformers include Cheng Tian Wei Ye (300689) down 4.73% and ST Lu Tong (300555) down 1.67% [2]

Group 1 - The core index of the CSI Hong Kong-Shenzhen 500 Communication Services Index reported a value of 2130.47 points, with a monthly increase of 12.14%, a three-month increase of 18.91%, and a year-to-date increase of 24.37% [1] - The CSI Hong Kong-Shenzhen 500 Communication Services Index is categorized into 11 industries, reflecting the overall performance of different industry companies' securities [1] - The top ten weighted stocks in the index include Tencent Holdings (14.04%), China Mobile (13.1%), and Xinyi Technology (8.37%) among others [1] Group 2 - The industry composition of the CSI Hong Kong-Shenzhen 500 Communication Services Index shows that telecommunications services account for 36.87%, communication equipment for 27.08%, and digital media for 26.09% [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Special circumstances may lead to temporary adjustments of the index samples, such as delisting or corporate actions like mergers and acquisitions [2]

Group 1 - The National Communication Index (399389) has shown a strong increase of 3.23%, with constituent stocks such as Guangku Technology (300620) hitting the daily limit up, and New Yisheng (300502) rising by 11.66% [1] - The Communication ETF Guangfa (159507) has reached a new high in scale at 45.36 million yuan, marking a significant increase in performance with a 65.18% rise in net value over the past year [1] - The top ten weighted stocks in the National Communication Index account for 61.8% of the index, with major players including Zhongji Xuchuang (300308) and New Yisheng (300502) [2] Group 2 - The global optical module sales increased by 10% quarter-on-quarter in Q2 2025, driven by the demand for 800G Ethernet optical modules, with a forecasted CAGR of 22% from 2024 to 2029 [2] - The communication and communication equipment industry is experiencing accelerated development driven by AI technology, with key variables including system integration capabilities and product engineering maturity [3] - The WAIC 2025 event showcased the transition of AI from technological breakthroughs to large-scale applications, indicating a growing trend in various vertical industries [3]

Investment Rating - The report maintains a "Positive" investment rating for the communication industry [10] Core Insights - The communication sector saw a 1.57% increase in the 32nd week of 2025, ranking 22nd among major industries, and a 22.42% increase since the beginning of the year, ranking 4th [2][5] - The release of GPT-5 and Genie 3 has significantly boosted AI commercialization metrics, leading to increased infrastructure investments [6] - The trend towards Scale-up architecture is confirmed, with multi-mode fiber technology upgrades driving demand for optical interconnects and high-speed optical modules [7] Summary by Sections Market Performance - In the 32nd week of 2025, the communication sector increased by 1.57%, ranking 22nd among major industries; since the start of the year, it has risen by 22.42%, ranking 4th [2][5] - Notable stock performances include Kesi Technology (+22.3%), Dongxin Peace (+17.1%), and Qiyi Er (+16.9%) for gains, while Tianfu Communication (-6.7%), Yingstone Network (-4.3%), and Lian Te Technology (-3.5%) faced declines [5] AI Commercialization - OpenAI's GPT-5 integrates rapid response and deep reasoning, enhancing multi-modal capabilities and reducing factual errors significantly; ChatGPT's weekly active users approach 700 million, a year-on-year increase of over 400% [6] - The annual recurring revenue (ARR) for AI applications has risen to approximately $13 billion, with expectations to exceed $20 billion by year-end [6] Optical Interconnect and Fiber Technology - The shift from Scale-out to Scale-up architecture is driving high-density interconnect demand; domestic leaders are accelerating multi-mode fiber production [7] - Companies like FiberHome are targeting an annual production capacity of 4 million core kilometers by 2026, while Hengtong Optics is expanding its advanced fiber materials R&D center [7] Investment Recommendations - Recommended operators include China Mobile, China Telecom, and China Unicom [8] - For optical modules, key recommendations are Zhongji Xuchuang, Xinyi Sheng, Tianfu Communication, and Shijia Photon, with a focus on Tai Chen Guang and Yuan Jie Technology [8] - In the domestic computing sector, recommended companies include FiberHome, Huafeng Technology, and ZTE Corporation [8] - AI application recommendations include Heertai, Tuobang Technology, and Meige Intelligent [8] - For satellite applications, recommended companies are Haige Communication and Huace Navigation [8]

截至8月12日收盘，液冷服务器概念上涨1.46%，位居概念板块涨幅第8，板块内，71股上涨，新朋股 份、大元泵业等涨停，申菱环境、博汇股份、英维克等涨幅居前，分别上涨13.13%、9.61%、9.39%。 跌幅居前的有科创新源、日海智能、澄天伟业等，分别下跌6.29%、6.28%、3.57%。 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 脑机接口 | 2.37 | PEEK材料 | -1.58 | | 光刻机 | 2.26 | 稀土永磁 | -1.53 | | 中国AI 50 | 2.01 | MLOps概念 | -1.39 | | 国家大基金持股 | 1.83 | 动物疫苗 | -1.34 | | 光刻胶 | 1.68 | 重组蛋白 | -1.14 | | 深圳国企改革 | 1.56 | 转基因 | -1.12 | | 牙科医疗 | 1.51 | DRG/DIP | -1.12 | | 液冷服务器 | 1.46 | 细胞免疫治疗 | -1.10 | | 光纤概念 | 1.43 | 培育钻石 | -1.04 | | 共封装光学(C ...

证券之星消息，8月12日通信设备板块较上一交易日上涨2.78%，光库科技领涨。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。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25.78亿元，游资资金净流出15.92亿元，散户资金 净流出9.86亿元。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300502 | 新易盛 | 8.39 Z | 8.06% | -2.85 Z | -2.74% | -5.54 Z | -5.32% | | 300308 中际旭创 | | 6.68亿 | 7.01% | -1.82亿 | -1.90% | -4.87 Z | -5.10% | | 002104 恒宝股份 | | 6.04亿 | 10.87% | -3.62 Z | -6.52% | -2.42 Z | -4 ...