据美国彭博社10日援引消息人士的话报道，欧盟委员会正在考虑迫使欧盟成员国逐步从其电信网络中剔 除华为和中兴公司的设备。 对于上述消息，在11月11日举行的中国外交部例行记者会上，外交部发言人林剑在回应外媒记者"中方 对此有何评论"的提问时表示，中国企业长期在欧洲依法合规经营，为欧方的民众提供了优质的产品和 服务，也为当地的经济社会发展和就业作出了积极贡献。在没有法律依据和事实证据的情况下，以行政 手段强行限制甚至禁止企业参与市场，这严重违反了市场原则和公平竞争规则。 原标题：《外交部：敦促欧盟为中国企业提供公平、透明、非歧视的营商环境》 编辑：王伊萌 责编：王珊珊 林剑说，事实证明，个别国家强行移除中国电信企业的优质安全的设备，不仅迟滞了自身技术发展的进 程，还造成了巨额的经济损失，将经贸问题泛安全化、政治化将阻碍技术进步和经济发展，损人不利 己。我们敦促欧盟为中国企业提供公平、透明、非歧视的营商环境，避免损害企业赴欧投资的信心。 来源：环球时报 ...

Group 1 - China National Petroleum Engineering has won a contract worth $424 million for an ethane and propane pipeline project in Kazakhstan, with a planned construction period of 36 months [1] - Anthropic is projected to achieve profitability by 2027, with expected revenues of up to $70 billion and cash flow of $17 billion by 2028, contrasting with OpenAI's anticipated losses of $14 billion next year [2] - Adani Group plans to build a multi-billion dollar battery storage system in India, with a capacity of 1,126 MW, aiming to complete the project by March 2026 [2] Group 2 - ZTE has completed key technology tests for low-altitude communication under the IMT-2020 (5G) promotion group, marking a significant advancement in 5G-A technology [2] - Shopee's 11.11 shopping event saw a remarkable increase in cross-border sales, with sales up 11 times in the first two hours, indicating strong growth in various seller categories [3] - Tesla is preparing to expand its Texas Gigafactory to produce 10 million units of the Optimus humanoid robot annually, with mass production expected to start in 2027 [4] Group 3 - SoftBank has revised its agreement with OpenAI to increase its investment by $22.5 billion, with a total expected investment of $30 billion after accounting for loans to co-investors [5] - Google plans to invest several billion euros in Germany, focusing on innovative technologies, AI, and climate-neutral transformation [5] - Tongxing Technology has signed a framework agreement to invest approximately 3.2 billion yuan in a project to produce 100,000 tons of sodium-ion battery anode materials and 6 GWh of battery cells [5] Group 4 - The automotive industry is experiencing a return to rational pricing and improved market order, with a reported profit margin recovery to 4.5% in the first nine months of 2025 [6] - The National Development and Reform Commission held a meeting to gather opinions on the development of the service industry during the 14th Five-Year Plan period [7] - The People's Bank of China aims to enhance macroeconomic governance effectiveness and maintain stable growth, employment, and expectations through improved monetary policy and financial reforms [8]

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 11月11日，外交部发言人林剑主持例行记者会。 彭博社记者提问，据报道，欧盟委员会正在研究如何强制欧盟成员国逐步将华为和中兴从其 电信网络中移除。请问外交部对此有何评论？ 林剑表示，中国企业长期在欧洲依法合规经营，为欧方的民众提供了优质的产品和服务，也 为当地的经济社会发展和就业作出了积极贡献。 林剑指出，在没有法律依据和事实证据的情况下，以行政手段强行限制甚至禁止企业参与市 场，这严重违反了市场原则和公平竞争规则。事实证明，个别国家强行移除中国电信企业优 质安全的设备，不仅迟滞了自身技术发展的进程，还造成了巨额的经济损失。将经贸问题泛 安全化、政治化，将阻碍技术进步和经济发展，损人不利己。 "我们敦促欧盟为中国企业提供公平、透明、非歧视的营商环境，避免损害企业赴欧投资的信 心。"林剑说。 ***************END*************** 半导体公众号推荐 半导体论坛百万微信群 加群步骤： 第一步：扫描下方二维码，关注国芯网微信公众号。 第二步：在公众号里面回复"加群"，按照提示操 ...

Group 1: Major Companies - China National Petroleum Engineering has won a $424 million contract for an ethane and propane pipeline project in Kazakhstan, with a planned construction period of 36 months [1] - Anthropic expects to achieve profitability by 2027, projecting revenues of up to $70 billion and cash flow of $17 billion by 2028, contrasting with OpenAI's anticipated losses of $14 billion next year [2] - Adani Group plans to build a multi-billion dollar battery storage system in India, with a capacity of 1,126 MW, set to be completed by March 2026 [2] - ZTE has completed key technology tests for low-altitude communication under the IMT-2020 (5G) initiative, marking a significant advancement in 5G-A technology [2] - Tesla is preparing to expand its Texas Gigafactory to achieve an annual production capacity of 10 million Optimus humanoid robots, with mass production expected to start in 2027 [4] Group 2: New Products - Apple has launched a new accessory, the iPhone Pocket, designed in collaboration with Issey Miyake, priced starting at 1,299 yuan [5] Group 3: Industry Insights - The Chinese central bank emphasizes the need for effective macroeconomic governance to maintain growth, employment, and expectations, while balancing various economic factors [8]

Market Overview - The average daily trading volume in the A-share market decreased to 2.0 trillion CNY, with the turnover rate declining, indicating reduced market activity[5] - The proportion of stocks rising increased to 54.77%, with the median weekly return for A-share stocks rising to 0.6%[5] Fund Flows - New issuance of equity funds decreased to 21.84 billion CNY, while foreign capital inflow accelerated, with a net inflow of 8.0 million USD as of November 5[6] - The net buying amount of financing decreased to 11.63 billion CNY, accounting for 10.8% of total trading volume[6] Sector Performance - Foreign capital primarily flowed into the electronics sector, with a net inflow of 63.2 million USD, while financing capital mainly flowed into the power equipment sector, with a net inflow of 68.3 billion CNY[7] - The healthcare equipment sector is expected to benefit from policy-driven market recovery, with significant growth in bidding volumes for new medical equipment[17][20] Economic Indicators - The average price of Brent crude oil was 68.17 USD per barrel in Q3 2025, reflecting a year-on-year decrease of 13.40%[44] - The construction sector showed signs of recovery, with new home transaction areas in major cities decreasing by 40.6% week-on-week, indicating ongoing challenges in the real estate market[33] Investment Recommendations - The company recommends an overweight position in A/H shares and industrial commodities, suggesting an equity allocation of 45% and a commodity allocation of 10%[9][10]

丨证券研究报告丨 行业研究丨行业周报丨通信设备Ⅲ [Table_Title] 通信行业周观点：光芯片满载加速扩产，轨道级 计算时代启幕 [Table_Summary] 2025 年第 45 周，通信板块上涨 1.00%，在长江一级行业中排名第 15 位；2025 年年初以来， 通信板块上涨 63.27%，在长江一级行业中排名第 2 位。Lumentum 季度业绩表现亮眼，磷化 铟激光芯片出货强劲，供需缺口较上季进一步扩大；产能满载并加速扩产，未来六个季度产能 已全部售罄，预计未来数季度产能将提升约 40%；并通过涨价与长期协议锁定核心客户需求。 与此同时，"AI×太空"进程加速推进，Starcloud、SpaceX 与谷歌相继布局在轨算力项目，太 空数据中心时代加速启幕。持续看好 AI 与算力主线。 分析师及联系人 [Table_Author] 于海宁 SAC：S0490517110002 SFC：BUX641 请阅读最后评级说明和重要声明 %% %% %% %% 通信设备Ⅲ cjzqdt11111 [Table_Title 通信行业周观点：光芯片满载加速扩产，轨道级 2] 计算时代启幕 报告要点 resea ...

11月11日，外交部发言人林剑主持例行记者会。 彭博社记者提问，据报道，欧盟委员会正在研究如何强制欧盟成员国逐步将华为和中兴从其电信网络中移 除。请问外交部对此有何评论？ 看券商中国 知天下财经 用 券中社 12 券商中国 × 券 中 社 "我们敦促欧盟为中国企业提供公平、透明、非歧视的营商环境，避免损害企业赴欧投资的信心。"林剑 说。 来源：北京日报 责编： 汪云鹏 校 对：刘榕枝 百万用户都在看 利好来了！国办重磅发文！商务部最新调整，涉对美出口管制 周末突发！美国，传出大消息！ 俄乌，突发！特朗普，最新发声！ 涨停潮！A股盘中，集体拉升！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 林剑表示，中国企业长期在欧洲依法合规经营，为欧方的民众提供了优质的产品和服务，也为当地的经济 社会发展和就业作出了积极贡献。 林剑指出，在没有法律依据和事实证据的前情况下，以行政手段强行限制甚至禁止企业参与市场，这严重 违反了市场原则和公平竞争规则。事实证明，个别国家强行移除中国电信企业优质安全的设备，不仅迟滞 了自身技术发展的进程，还造成了巨额的经济损失。将经贸问题泛安全化、政治化， ...

林剑表示，中国企业长期在欧洲依法合规经营，为欧方的民众提供了优质的产品和服务，也为当地的经 济社会发展和就业作出了积极贡献。在没有法律依据和事实证据的情况下，以行政手段强行限制甚至禁 止企业参与市场，这严重违反了市场原则和公平竞争规则。 林剑指出，事实证明，个别国家强行移除中国电信企业的优质安全的设备，不仅迟滞了自身技术发展的 进程，还造成了巨额的经济损失，将经贸问题泛安全化、政治化将阻碍技术进步和经济发展，损人不利 己。 据外媒报道，欧盟委员会正在探索各种手段，试图强迫成员国将华为和中兴的设备从电信网络中剔除， 甚至考虑对非欧盟国家施压，例如停止向使用华为设备的项目提供融资。 中国青年报客户端北京11月11日电（中青报·中青网记者 赵安琪）关于欧盟委员会日前要求欧盟成员国 逐步将华为与中兴的设备排除在其电信网络之外一事，中国外交部发言人林剑今天下午在例行记者会上 表示，敦促欧盟为中国企业提供公平、透明、非歧视的营商环境，避免损害企业赴欧投资的信心。 外交部发 言人林剑。图片来自外交部 来源：中国青年报客户端 ...

Core Viewpoint - The European Union (EU) is considering measures to force member states and even non-member countries to exclude Huawei and ZTE from their telecommunications networks, citing security concerns, despite the lack of substantial evidence supporting these claims [1][3][5]. Group 1: EU's Actions and Implications - The EU plans to pressure non-member countries to stop using Huawei and ZTE, threatening to halt investment in related projects if they do not comply [3]. - EU member states have independent administrative and diplomatic powers, making the EU's interference in their decisions questionable, especially regarding the choice of Huawei due to its cost-effectiveness compared to Western suppliers [3][5]. - Spain has resisted EU pressure, having established a partnership with Huawei that includes contracts worth millions of euros, indicating a preference for Huawei's competitive pricing [3][5]. Group 2: Security Concerns and Responses - The EU's portrayal of Huawei as a security threat is challenged by the fact that Huawei has operated in Europe for years without major security incidents, contributing positively to the local telecommunications landscape [7]. - The EU's actions are perceived as influenced by U.S. pressure, as the U.S. seeks to limit Chinese companies' market share in the telecommunications sector, despite the higher costs and lower usability of American alternatives [5][7]. - The Chinese government has responded by asserting that all operations of Chinese companies in Europe are legal and compliant, emphasizing that local users should have the final say on the quality of products and services [9].

通信行业资金流入榜 沪指11月11日下跌0.39%，申万所属行业中，今日上涨的有15个，涨幅居前的行业为商贸零售、房地 产，涨幅分别为1.43%、0.81%。跌幅居前的行业为通信、电子，跌幅分别为2.20%、1.74%。通信行业 位居今日跌幅榜首位。 资金面上看，两市主力资金全天净流出562.42亿元，今日有5个行业主力资金净流入，银行行业主力资 金净流入规模居首，该行业今日上涨0.35%，全天净流入资金8.08亿元，其次是钢铁行业，日涨幅为 0.62%，净流入资金为3.91亿元。 主力资金净流出的行业有26个，电子行业主力资金净流出规模居首，全天净流出资金130.26亿元，其次 是计算机行业，净流出资金为70.28亿元，净流出资金较多的还有电力设备、非银金融、通信等行业。 通信行业今日下跌2.20%，全天主力资金净流出39.91亿元，该行业所属的个股共124只，今日上涨的有 36只，涨停的有1只；下跌的有83只。以资金流向数据进行统计，该行业资金净流入的个股有42只，其 中，净流入资金超5000万元的有6只，净流入资金居首的是永鼎股份，今日净流入资金4.26亿元，紧随 其后的是长芯博创、线上线下，净流入资金 ...