Group 1 - The establishment of the Commercial Space Administration by the National Space Administration marks a significant step towards the development of China's commercial space industry, which currently has over 600 companies [2] - The recently issued "Action Plan for Promoting High-Quality and Safe Development of Commercial Space (2025-2027)" aims for a significant expansion of the commercial space industry by 2027, focusing on efficient collaboration, safety, and enhanced innovation [2] - The stock prices of companies in the commercial space sector have surged, with notable increases such as over 18% for Youji Co., and over 10% for companies like Xingtu Measurement and Control [2] Group 2 - By 2025, China's commercial space industry is expected to enter a phase of large-scale deployment, with over a hundred satellites in orbit for both GW and Qianfan constellations, and a focus on low-cost launch capabilities from private rocket companies [3] - The issuance of satellite communication business licenses to major telecom operators is anticipated to accelerate the penetration of satellite technology into consumer markets, enhancing applications like direct satellite connectivity for mobile devices [3] - The rapid development of satellite internet is expected to support the foundational infrastructure for 6G networks, with the issuance of licenses marking a critical step towards commercial operations in satellite internet [3]

中兴通讯A股、港股今日双双大涨。 A股方面，中兴通讯（000063）今日开盘后持续走高，截至发稿已触及涨停，最新股价报46.3元/股。 | | | 中兴通讯 | | ﻊ | | --- | --- | --- | --- | --- | | | | 000063 融 深股通 | | | | 46.30 | 今开 | 42.45 最高 | 46.30 最低 42.03 | | | 10.00% 4.21 | 换手 | 7.52% 总手 | 303万 金额 135.35亿 | | | 总值 2215亿 流值 1865亿 市盈 | | | 31.21 | 車を | | H股报价 34.620 10.18% | | | 溢价(H/A): -32.08% > | | | 分时 | 五日 | 日Ｋ 周Ｋ | 月K 更多, ◎ | | | 46.30 | | | | 10.00% 资金 | | | | | | 卖 5 | | | | | | 英4 | | | | | | 重3 | | | | | | 英2 | | | | | | 卖1 | | 42.09 | | | | | | | --- | --- | --- | -- ...

Group 1 - The A-share market opened slightly higher on December 1, with active performances in satellite internet, 6G, and AI mobile phone concepts, as evidenced by the 5G Communication ETF (515050) rising over 2% and surpassing a transaction volume of 100 million yuan [1] - The establishment of a dedicated Commercial Space Administration by the National Space Administration of China marks a significant step in the development of the commercial space industry, with over 600 commercial space enterprises currently operating in the country [1] - China Galaxy Securities reports that China has established a global leading advantage in 6G development, holding 40.3% of global patent applications and having conducted systematic testing for four consecutive years, accumulating over 300 key technology reserves [1] Group 2 - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index, with a latest scale exceeding 8 billion yuan, focusing on the 6G, Nvidia, Google, Apple, and Huawei supply chains [2] - The Entrepreneurial Board Artificial Intelligence ETF (Hua Xia 159381) tracks the Entrepreneurial Board Artificial Intelligence Index, with a significant focus on AI companies, and has a low comprehensive fee rate of only 0.20% [2]

12月1日，消费电子龙头中兴通讯封涨停，成交额达135亿。港股方面，中兴通讯H股大涨近10%。 AI手机概念股也持续走强，福蓉科技、 天音控股、 道明光学 涨停，传音控股涨超8%。 消息面上，关于与中兴手机合作，字节跳动向第一财经表示，豆包目前正与多家手机厂商洽谈助手合 作，并没有自己开发手机的计划。目前官方披露的手机合作厂商只有中兴手机。 编辑 ｜ 钉钉 | 代码 | 名称 | 涨幅％v | 现价 | 主力净量 | 主力净流入 | | --- | --- | --- | --- | --- | --- | | 603327 | 福蓉科技 | +10.01% | 10.99 | 1.46 | 1.57 亿 | | 000063 | 中兴通讯 | +10.00% | 46.30 | 2.09 | 38.03亿 | | 000829 | 天音控股 | +9.97% | 11.36 | 1.73 | 2.00亿 | | 002632 | 道明光学 | +9.97% | 13.68 | 1.42 | 1.14 亿 | | 688036 | 传音控股 | +8.75% | 69.72 | 0.26 | 2.01亿 | ...

转自：新华财经 新华财经北京12月1日电 据字节跳动旗下AI智能助手"豆包"微信公众号消息，豆包手机助手发布技术预 览版。豆包手机助手是豆包和手机厂商在操作系统层面合作的手机AI助手。目前，搭载豆包手机助手 技术预览版的工程样机nubia M153少量发售。 豆包称，豆包没有开发手机的计划，豆包目前正在和多家手机厂商推进手机助手的合作落地计划。 消息发出后，中心通讯股价持续上扬，截至发稿时放量涨停，成交额逾135亿元，个股成交额居两市首 位。AI手机PC板块也出现较大幅度上涨，福蓉科技（维权）、天音控股、道明光学涨停，传音控股、 格林精密、雷神科技、崇达技术等跟涨。 中心通讯随后在其微信公众号公布，目前，搭载豆包手机助手技术预览版的工程样机努比亚M153少量 发售，供开发者和感兴趣的朋友体验豆包手机助手。 编辑：王媛媛 ...

受消息影响， 中兴通讯今日涨停，成交超137亿，封单金额超40亿元，此外中兴通讯H股涨超10%。 中兴通讯表示，目前，搭载豆包手机助手技 术预览版的工程样机努比亚M153少量发售，供开发者和感兴趣的朋友体验豆包手机助手。 7x24h电报 头条新闻 VIP资讯 实时盯盘 中兴通讯(000063) 12-01 11:04:47 深 融 今日，豆包手机助手发布技术预览版。豆包手机助手是豆包和手机厂商在操作系统层面合作的手机AI助手。基于豆包大模型的能力和手机厂商的授 权， 现阶段，开发者和科技爱好者可以在豆包与中兴合作的工程样机nubia M153上，体验豆包手机助手的技术预览版本。 下载财联社APP获取更多资讯 豆包方面表示，这是一款需要和手机厂商一起完成的产品。豆包目前正与多家手机厂商洽谈助手合作，并没有自己开发手机的计划，后续将 公布更多进展。 准确 快速 权威 专业 | 46.30 | | 所属行业:通信+1.60% > | | | 查看所属板块 > | | --- | --- | --- | --- | --- | --- | | +4.21 +10.00% | | 5G产业链 | | 量子科技 | | ...

Core Viewpoint - ZTE Corporation's stock reached the daily limit, with a trading volume exceeding 13.1 billion yuan, indicating strong market interest and investor confidence [1] Group 1: Stock Performance - ZTE's stock hit the daily limit, reflecting a significant increase in demand [1] - The trading volume surpassed 13.1 billion yuan, with over 4 billion yuan in buy orders [1] - ZTE's H-shares rose by more than 10%, further demonstrating positive market sentiment [1] Group 2: Product Launch - ZTE announced the limited release of the Nubia M153, which features the Beanbag mobile assistant technology preview version [1] - The product is aimed at developers and interested consumers for experience testing [1]

此前有消息称，字节跳动和中兴通讯合作的AI手机即将在12月初发布。其中，字节主导豆包大模型的 植入与AI交互功能定义，中兴则主导硬件定义、产品设计和生产制造。（智通财经记者 范佳来） 12月1日，字节跳动豆包团队发布豆包手机助手技术预览版。据介绍，豆包手机助手是在豆包APP的基 础上，和手机厂商在操作系统层面合作的AI助手软件。基于豆包大模型的能力和手机厂商的授权，豆 包手机助手能够为用户带来更方便的交互和更丰富的体验，目前可以在豆包与中兴合作的工程样机 nubia M153 上，体验豆包手机助手的技术预览版本。 豆包方面表示，这是一款需要和手机厂商一起完成的产品。豆包目前正与多家手机厂商洽谈助手合作， 并没有自己开发手机的计划，后续将公布更多进展。 ...

上证报中国证券网讯 12月1日，AI手机概念震荡走强，截至10时58分，中兴通讯、福蓉科技涨停，道明 光学此前涨停，格林精密、同兴达、福日电子等涨幅居前。 来源：上海证券报·中国证券网 ...

中兴通讯港股短线拉升涨超10%。 ...