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中兴通讯:强化智算产品的研发及产业生态合作
Mei Ri Jing Ji Xin Wen· 2026-01-07 14:39
Core Insights - The company focuses on breakthroughs in core technologies related to connectivity (CT technology) and computing power (IT technology) [1] - Emphasis is placed on core products such as 5G, optical networks, computing power, and terminals, along with a strategic patent layout to enhance core competitiveness [1] R&D and Product Development - In the computing power sector, the company is strengthening the development of intelligent computing products and industry ecosystem collaborations, particularly in response to new opportunities presented by AI large models [1] - The company is developing a full-stack computing infrastructure that includes self-developed chips, intelligent computing servers, data center switches, and large-scale clusters, as well as integrated intelligent computing machines [1] Software Solutions - The company is also focusing on software solutions such as resource management platforms, training and推 platforms, Nebula large models, and intelligent factories, aiming to create an open and inclusive intelligent computing foundation [1] - The goal is to provide end-to-end, full-stack, and all-scenario intelligent computing solutions to meet diverse AI application needs [1]
中兴通讯:公司始终关注AI技术前沿创新与应用
Zheng Quan Ri Bao· 2026-01-07 14:21
证券日报网讯 1月7日,中兴通讯在互动平台回答投资者提问时表示,公司始终关注AI技术前沿创新与 应用,将根据用户需求和自身产品策略,推出相应的AI产品和服务。 (文章来源:证券日报) ...
中兴通讯:在底层核心技术领域,公司在芯片、操作系统、数据库等底层核心技术坚持自主创新
Zheng Quan Ri Bao Zhi Sheng· 2026-01-07 14:12
(编辑 丛可心) 证券日报网讯 1月7日,中兴通讯在互动平台回答投资者提问时表示,在底层核心技术领域,公司在芯 片、操作系统、数据库等底层核心技术坚持自主创新。在芯片方面,公司具备业界领先的芯片全流程设 计能力;在操作系统方面,公司工业级操作系统在实时性、可靠性、安全性处于业界领先水平;在数据 库方面,公司自主研发的数据库GoldenDB,日均承载超10万亿元金融交易额、超100亿笔核心交易,支 撑超9亿移动用户计费。新支点服务器操作系统、GoldenDB分布式数据库均已通过国家安全可靠测评。 ...
中兴通讯:公司拟使用自有资金以集中竞价交易方式回购公司A股股份
Zheng Quan Ri Bao Zhi Sheng· 2026-01-07 14:12
(编辑 丛可心) 证券日报网讯 1月7日,中兴通讯在互动平台回答投资者提问时表示,公司已于2025年12月12日发布 《关于回购公司A股股份方案的公告暨回购报告书》,公司拟使用自有资金以集中竞价交易方式回购公 司A股股份,用于实施公司员工持股计划或者股权激励。本次回购资金总额为不低于人民币10亿元且不 超过人民币12亿元(均包含本数)。本次回购股份的实施期限自公司董事会审议通过本次回购方案之日 起12个月内。公司后续将根据市场情况在回购实施期限内实施回购计划,具体情况请以公司披露的公告 为准。 ...
中兴通讯:公司强化智算产品的研发及产业生态合作
Zheng Quan Ri Bao Zhi Sheng· 2026-01-07 14:12
证券日报网讯 1月7日,中兴通讯在互动平台回答投资者提问时表示,在算力领域,面向AI大模型带来 的新机遇,公司强化智算产品的研发及产业生态合作,通过自研芯片、智算服务器、数据中心交换机、 数据中心配套、超大规模集群、智算一体机等全栈算力基础设施,及资源管理平台、训推平台、星云大 模型、智能体工厂等软件方案,软硬件协同打造开放普惠智算基座,提供端到端、全栈全场景智算解决 方案,满足多样化AI场景需求。 (编辑 丛可心) ...
中兴通讯:公司的研发投向及成果围绕连接(CT技术)和算力(IT技术)
Zheng Quan Ri Bao Zhi Sheng· 2026-01-07 14:12
(编辑 丛可心) 证券日报网讯 1月7日,中兴通讯在互动平台回答投资者提问时表示,公司一直以来都重视研发资源的 投入和研发效率,公司的研发投向及成果围绕连接(CT技术)和算力(IT技术),聚焦底层核心技术 突破,5G及未来演进、光网、算力、终端等核心产品,以及价值专利布局,持续提升核心竞争力。 ...
美芯晟:公司光学追踪传感器成功搭载于小米旗舰手机终端
Zheng Quan Ri Bao Wang· 2026-01-07 13:10
证券日报网讯1月7日,美芯晟在互动平台回答投资者提问时表示,公司不断拓展产品应用场景,品牌客 户推广持续取得进展,光学追踪传感器成功搭载于小米旗舰手机终端,无线充电芯片成功用于字节豆包 与中兴合作推出的AI手机。公司已构建"电源管理+信号链"多元化产品矩阵,未来会结合行业发展与自 身技术优势,推动产品在更广泛的应用场景中落地。 ...
贝莱德对中兴通讯的多头持仓比例降至7.82%

Xin Lang Cai Jing· 2026-01-07 09:14
据香港交易所披露,贝莱德对中兴通讯股份有限公司 - H股的多头持仓比例于2026年1月2日从8.09%降 至7.82%。 ...
通信行业今日涨1.24%,主力资金净流入47.52亿元
Zheng Quan Shi Bao Wang· 2026-01-07 09:08
沪指1月7日上涨0.05%,申万所属行业中,今日上涨的有17个,涨幅居前的行业为综合、煤炭,涨幅分 别为3.86%、2.47%。通信行业今日上涨1.24%。跌幅居前的行业为石油石化、非银金融,跌幅分别为 1.73%、1.13%。 通信行业资金流出榜 资金面上看,两市主力资金全天净流出543.36亿元,今日有4个行业主力资金净流入,通信行业主力资 金净流入规模居首,该行业今日上涨1.24%,全天净流入资金47.52亿元,其次是煤炭行业,日涨幅为 2.47%,净流入资金为18.70亿元。 主力资金净流出的行业有27个,国防军工行业主力资金净流出规模居首,全天净流出资金116.25亿元, 其次是计算机行业,净流出资金为81.22亿元,净流出资金较多的还有汽车、非银金融、电力设备等行 业。 通信行业今日上涨1.24%,全天主力资金净流入47.52亿元,该行业所属的个股共124只,今日上涨的有 62只,涨停的有7只;下跌的有62只。以资金流向数据进行统计,该行业资金净流入的个股有57只,其 中,净流入资金超亿元的有17只,净流入资金居首的是通宇通讯,今日净流入资金13.13亿元,紧随其 后的是新易盛、永鼎股份,净流入资 ...
上市公司回购、增持、分红月度跟踪(2025年12月):AH股回购金额大幅增长,关注新发布分红承诺公司-20260107
Shenwan Hongyuan Securities· 2026-01-07 08:40
Group 1 - The report highlights a significant increase in stock buybacks and dividend commitments among listed companies, with A-share buyback amounts rising by 97% and buyback proposals increasing by 50% in December 2025 compared to November 2025 [5][10]. - In December 2025, the total amount of buyback transactions in A-shares reached approximately 232.6 billion, with 88 transactions recorded, marking a substantial increase from the previous month [10][11]. - The report identifies the top three companies with the largest proposed buyback amounts: China Metallurgical Group, ZTE Corporation, and Zhongju Hi-Tech, with proposed amounts of 10-20 billion, 10-12 billion, and 3-6 billion respectively [10][11]. Group 2 - The report notes that the total amount of buyback and increase loans applied for in December 2025 was approximately 1604.5 billion, with 788 transactions recorded, indicating a structural preference for buybacks over increases [8][9]. - The A-share market saw a 58% increase in actual buybacks by controlling shareholders in December 2025, with a total of 38.9 billion in buybacks, although the number of new buyback proposals dropped significantly by 82% [17]. - The report also provides insights into the Hong Kong stock market, where buyback amounts reached approximately 219.3 billion HKD in December 2025, a rise of 87% from the previous month, driven by stock price corrections [23][24]. Group 3 - The report emphasizes the importance of dividend commitments as a key component of shareholder returns, tracking new dividend commitments from listed companies, with notable companies listed for December 2025 [30][31]. - The report suggests a focus on companies with significant buyback and increase announcements, providing a list of companies for investor reference based on their fundamentals and current valuations [27][28].