证券代码（A/H）：000063/00763 证券简称(A/H)：中兴通讯 公告编号：202566 中兴通讯股份有限公司 关于按照《香港上市规则》公布 2025 年 11 月份证券变动月报表的公告 本公司及董事会全体成员保证信息披露的内容真实、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根据《香港联合交易所有限公司证券上市规则》（简 称"《香港上市规则》"）规定，在香港联合交易所有限公司披露易网站 （www.hkexnews.hk）刊登了截至 2025 年 11 月 30 日的证券变动月报表。 根据《深圳证券交易所股票上市规则》关于境内外同步披露的要求，特将有 关公告同步披露如下，供参阅。 特此公告。 中兴通讯股份有限公司董事会 2025 年 12 月 3 日 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中興通訊股份有限公司 呈交日期: 2025年12月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香 ...

每经头条（nbdtoutiao）——股民发帖求主力拉涨停，次日竟成真！襄阳轴承涨停迷局背后：平台审核 漏洞与市场操纵疑云发酵 （记者 曾健辉） 每经AI快讯，嘉环科技12月2日晚间发布公告称，为满足嘉环科技股份有限公司（以下简称"公司"）全 资子公司南京兴晟泽信息技术有限公司（以下简称"南京兴晟泽""担保方"）的二级全资公司 PTXINGSHENGZE TECHNOLOGY INDONESIA（以下简称"兴晟泽印尼有限公司""兴晟泽印尼"）的业 务发展需要，中兴通讯股份有限公司及其本地设立的分支机构（以下简称：中兴通讯）要求南京兴晟泽 对兴晟泽印尼与中兴通讯签署的合同义务承担连带保证责任。南京兴晟泽同意与中兴通讯签署《担保 函》，保证金额最高不超过人民币5,000.00万元，保证期间为保函约定的最高额保证期限终止之日起两 年。截至公告披露日，公司及控股子公司对外担保总额约为8.34亿元（不含本次），占公司最近一期经 审计净资产的37.7%；公司及控股子公司对外担保余额约为3.14亿元（不含本次），占公司最近一期经 审计净资产的14.18%。 ...

Core Insights - The article discusses the launch of new AI-powered features in domestic smartphones, particularly focusing on the advancements made by Shanghai-based AI company Jieyue Xingchen and its collaboration with Doubao [1] Group 1: AI Technology Developments - Jieyue Xingchen has open-sourced the GELab-Zero suite, a GUI Agent technology similar to Doubao's mobile assistant, along with a 4B GUI Agent model and complete infrastructure for one-click deployment [1] - The new model has achieved state-of-the-art (SOTA) performance across multiple GUI benchmarks on both mobile and computer platforms [1] Group 2: Product Launches and Collaborations - Doubao released a technical preview of its "Doubao Mobile Assistant," which has system-level operational capabilities, allowing it to recognize UI elements on mobile screens and perform tasks like price comparison for food delivery and searching for travel guides [1] - Doubao has partnered with ZTE to launch a smartphone model equipped with this technology, leading to a significant increase in ZTE's stock price, which hit the daily limit [1] Group 3: Broader AI Applications - At the World Artificial Intelligence Conference in July, ZTE and Jieyue Xingchen introduced the "Elderly AI Assistant," which can execute tasks such as appointment scheduling and social security payments through voice commands [1]

呈交日期: 2025年12月2日 I. 法定/註冊股本變動 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中興通訊股份有限公司 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00763 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 755,502,534 | RMB | | 1 | RMB | | 755,502,534 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 755,502,534 | RMB | | 1 | RMB | | 755,502,534 | | 2. 股份分類 | 普通 ...

Core Viewpoint - The company, Zhuhai Guanyu, confirmed that it supplies mobile phone batteries to ZTE, indicating an ongoing business relationship with the client [1] Group 1 - Investors inquired about Zhuhai Guanyu's role as a supplier for ZTE mobile phones [1] - The company stated that it provides battery supplies for mobile phone products to ZTE [1] - Further details on the business cooperation can be found in the company's regular reports [1]

Core Insights - ByteDance's Doubao team and ZTE have announced the sale of engineering samples equipped with the Doubao mobile assistant, which is designed to perform complex tasks beyond shopping, including travel and business applications [1][5][6] - The engineering sample, Nubia M153, utilizes Qualcomm's Snapdragon 8 Gen 1 mobile platform, priced at 3499 yuan, and is currently sold out [1][6] - The second-hand market for this device shows prices ranging from 4200 yuan to 4999 yuan, indicating a premium of 700 to 1500 yuan over the official price [1][6] - Qualcomm's Snapdragon 8 Gen 1 platform, launched in October last year, supports personalized multimodal generative AI, enhancing voice, situational, and image understanding capabilities [1][6] - Qualcomm's CEO, Cristiano Amon, believes that user experience is shifting from smartphone-centric to AI-centric, suggesting a new era where various devices, including smartphones, will provide enhanced application experiences [2][6]

Core Viewpoint - The article discusses the recent developments in AI applications, particularly focusing on ByteDance's announcement regarding its AI assistant "Doubao" and its collaboration with ZTE, which has led to significant stock price increases in related companies [2][5][6]. Group 1: AI Application and Market Impact - The AI application sector continues to rise, with stocks like Yunzhong Technology nearly doubling and Daoming Optics increasing over 40% in the past week [2]. - ZTE's stock surged to the top of the A-share market with a trading volume exceeding 200 billion, indicating strong market interest in AI-related technologies [2]. - ByteDance confirmed its collaboration with multiple smartphone manufacturers, enhancing its AI capabilities without directly producing hardware [2][5]. Group 2: Doubao AI Assistant Features - The Doubao AI assistant integrates with various apps, allowing users to perform tasks like ticket booking and price comparison seamlessly through voice commands [5][6]. - The assistant is designed to operate at the system level, providing a more advanced user experience compared to traditional app-based assistants [7]. - The development of Doubao is led by ByteDance's Ocean team, which has experience in various hardware sectors, indicating a strategic focus on AI hardware integration [6]. Group 3: Industry Trends and Future Outlook - The integration of AI in smartphones is expected to accelerate, with predictions that by 2025, around 30% of smartphone shipments will feature generative AI capabilities [10][11]. - The competitive landscape among smartphone manufacturers is intensifying, with companies like Samsung and Honor also integrating AI models into their devices [10]. - The shift towards edge AI processing in smartphones is anticipated to drive innovation and enhance user privacy while improving response times [8].

Market Overview - The A-share market experienced fluctuations with the Shanghai Composite Index down by 0.42%, the Shenzhen Component Index down by 0.68%, and the ChiNext Index down by 0.69% [2][3] - The total trading volume in the Shanghai and Shenzhen markets was 1.59 trillion yuan, a decrease of 280.5 billion yuan compared to the previous trading day [6] Sector Performance - The lithium battery industry chain led the decline, with significant drops in sectors such as innovative drugs, GPUs, robotics, photovoltaics, AI applications, semiconductors, and new energy vehicles [2][3] - Conversely, the pharmaceutical commerce and consumer electronics sectors showed resilience, with several local stocks in Fujian province experiencing notable gains [2][3] Notable Stocks - Stocks such as Jiarong Technology (+20.01%), Zhaobiao Co. (+20.00%), and Fujian Expressway (+10.10%) were among the top gainers [5][6] - The aerospace sector was active, with Aerospace Development achieving 9 limit-up days in 13 trading sessions [5][6] Capital Flow - Main capital inflows were observed in the consumer electronics, shipbuilding, and automotive sectors, while outflows were noted in the computer, securities, and non-ferrous metals sectors [9] - Specific stocks like Industrial Fulian, New Yi Sheng, and Shenghong Technology saw net inflows of 1.114 billion yuan, 1.077 billion yuan, and 993 million yuan respectively [9] Institutional Insights - Huaxi Securities anticipates that the A-share market will enter a critical policy observation window in December, potentially increasing market risk appetite and setting the stage for a year-end rally [10] - CICC suggests that the current valuation of the A-share market is relatively reasonable, supported by the AI technology revolution and energy transition, which are expected to enhance corporate performance [10] - According to GF Securities, December to January is historically a prime time for positioning in the year-end market, particularly for sectors with positive earnings forecasts [10]

Core Viewpoint - The Nubia M153, the first smartphone equipped with the Doubao mobile assistant, has sold out on ZTE's official store, with resale prices on second-hand platforms ranging from 300 to 3500 yuan above the original price [2][3]. Group 1: Product Overview - The Nubia M153 is priced at 3499 yuan and features a 6.78-inch LTPO display and Qualcomm Snapdragon 8 Gen 2 mobile platform [2]. - The device is currently available only in a white variant with 16GB RAM and 512GB storage [2]. - The software for Nubia M153 will receive updates approximately every two weeks until the end of Q1 2026, with future update frequencies to be announced later [3]. Group 2: Market Response - Following the launch of the Doubao AI phone, AI phone concept stocks have gained significant attention in the capital market, with ZTE Corporation closing at the daily limit on December 1, with a transaction amount of 14.666 billion yuan [4]. - On December 2, AI phone concept stocks continued to perform well, with companies like Daoming Optics and Furuong Technology experiencing consecutive trading limits [4]. Group 3: Technology and Features - The Doubao AI phone significantly improves mobile operation capabilities and the convenience of accessing large models compared to conventional smartphones [4]. - Users can activate the Doubao assistant via voice commands, side buttons, or Doubao Ola Friend headphones, and can inquire about screen content directly [4]. - Doubao has clarified that it does not have plans to develop its own smartphone but is in discussions with multiple manufacturers to integrate the Doubao assistant into various brands [4][5].

Core Insights - Nubia M153, the first smartphone equipped with Doubao Phone Assistant, has sold out on ZTE's official store, with resale prices on second-hand platforms ranging from 300 to 3500 yuan [1][3] - Doubao Phone Assistant is an AI assistant software developed in collaboration with smartphone manufacturers, based on the Doubao app [1][5] - The device is primarily targeted at developers and tech enthusiasts, priced at 3499 yuan, and is currently only available in a white 16GB+512GB version [2][3] Product Features - Nubia M153 features a 6.78-inch LTPO display and is powered by Qualcomm Snapdragon 8 Gen 2 mobile platform [2] - The software will receive updates approximately every two weeks until the end of Q1 2026, with future update frequency to be announced later [3] - Users can interact with the Doubao Phone Assistant via voice commands, side buttons, or Doubao Ola Friend headphones, enhancing the smartphone's operational capabilities [5] Market Response - The launch of Doubao AI Phone has led to increased interest in AI smartphone concept stocks, with ZTE's stock hitting the daily limit and a trading volume of 14.666 billion yuan on December 1 [4] - Other AI smartphone concept stocks, such as Daoming Optics and Furon Technology, have also seen significant market activity following the launch [4] Collaboration and Future Plans - Doubao has no plans to develop its own smartphone but is in discussions with multiple manufacturers to integrate Doubao Phone Assistant into various brands [5] - Currently, no other smartphone brands have announced partnerships with Doubao, although Honor has been reported to collaborate with ByteDance's Volcano Engine for related functionalities [5]