据证券之星公开数据整理，近期中兴通讯（000063）发布2025年中报。截至本报告期末，公司营业总收 入715.53亿元，同比上升14.51%，归母净利润50.58亿元，同比下降11.77%。按单季度数据看，第二季 度营业总收入385.85亿元，同比上升20.92%，第二季度归母净利润26.04亿元，同比下降12.94%。本报 告期中兴通讯应收账款上升，应收账款同比增幅达39.55%。 本次财报公布的各项数据指标表现一般。其中，毛利率32.45%，同比减19.75%，净利率7.07%，同比减 22.67%，销售费用、管理费用、财务费用总计60.69亿元，三费占营收比8.48%，同比减17.82%，每股净 资产15.64元，同比增6.3%，每股经营性现金流0.27元，同比减81.39%，每股收益1.06元，同比减11.67% 证券之星价投圈财报分析工具显示： 业务评价：公司去年的ROIC为5.61%，近年资本回报率一般。公司业绩具有周期性。去年的净利率为 6.89%，算上全部成本后，公司产品或服务的附加值一般。从历史年报数据统计来看，公司近10年来中 位数ROIC为6.28%，中位投资回报较弱，其中最惨年份20 ...

图片来源：世界知识产权组织（WIPO） 证券之星消息，根据企查查数据显示中兴通讯（000063）公布了一项国际专利申请，专利名为"数据调 制方法、通信节点及存储介质"，专利申请号为PCT/CN2024/134730，国际公布日为2025年8月28日。 专利详情如下： 今年以来中兴通讯已公布的国际专利申请810个，较去年同期减少了12.9%。结合公司2025年中报财务 数据，今年上半年公司在研发方面投入了126.65亿元，同比减0.48%。 数据来源：企查查 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Group 1 - ZTE Corporation has filed an international patent application titled "End-to-End Monitoring Method, Device, and Storage Medium" with application number PCT/CN2024/127350, which is set to be published internationally on August 28, 2025 [1] - The company has announced a total of 810 international patent applications this year, representing a decrease of 12.9% compared to the same period last year [3] - In the first half of 2025, ZTE invested 12.665 billion yuan in research and development, which is a slight decrease of 0.48% year-on-year [3]

Core Viewpoint - The satellite communication industry is experiencing significant policy support from the Ministry of Industry and Information Technology, which has issued guidelines to optimize business access and promote industry development through 19 measures across six areas [1]. Industry Overview - The satellite communication sector consists of 50 listed companies, with 23 companies disclosing ESG-related reports for 2024, resulting in a disclosure rate of 46%, slightly below the overall industry rate of 46.81% as of August 29 [1][2]. - The top ten companies by market capitalization have all disclosed ESG reports, with nine of them providing carbon emission data [2]. ESG Disclosure Insights - The carbon emissions reported by companies vary significantly, with China Telecom reporting the highest emissions at 14.35 million tons of CO2, while China Science and Technology Corporation reported the lowest at 707.85 tons [2][4]. - The differences in carbon emission disclosures are attributed to selective reporting and methodological discrepancies, as companies may choose different accounting boundaries for their emissions [3][4]. R&D and Product Quality - Innovation, product quality, and supply chain management are prioritized as significant issues within the satellite communication industry, with seven of the top ten companies disclosing R&D investment amounts [5][7]. - Companies like China Satellite and China Telecom have implemented measures to enhance product quality and customer service, including establishing quality control systems and monitoring customer complaints [7][9]. Unique Industry Challenges - The satellite communication industry faces unique challenges regarding ESG disclosures, such as the need to address space environment protection, satellite decommissioning plans, and debris management [9][10]. - Experts suggest that the industry should emphasize its distinct characteristics in ESG reports, including the environmental impact of launch activities and the sustainable use of critical raw materials [9][10].

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 3.57 | 智谱AI | -2.60 | | 钠离子电池 | 2.41 | WiFi 6 | -2.59 | | 石墨电极 | 2.32 | 华为欧拉 | -2.41 | | 同花顺出海50 | 2.14 | 星闪概念 | -2.24 | | 固态电池 | 2.14 | 数字水印 | -2.15 | | 减肥药 | 1.80 | 汽车芯片 | -2.07 | | PVDF概念 | 1.74 | F5G概念 | -2.03 | | 金属钴 | 1.70 | 电子纸 | -2.00 | | 盐湖提锂 | 1.69 | 国资云 | -1.97 | | 金属镍 | 1.67 | 云办公 | -1.96 | 资金面上看，今日星闪概念板块获主力资金净流出49.27亿元，其中，55股获主力资金净流出，14股主 力资金净流出超亿元，净流出资金居首的是中兴通讯，今日主力资金净流出13.58亿元，净流出资金居 前的还有润和软件、四川长虹、淳中科技等，主力资金分别净流出9.85亿元、6.2 ...

沪指8月29日上涨0.37%，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、电力设备， 涨幅分别为3.86%、3.12%。跌幅居前的行业为家用电器、交通运输，跌幅分别为1.82%、1.69%。通信 行业今日下跌0.80%。 资金面上看，两市主力资金全天净流出694.70亿元，今日有7个行业主力资金净流入，电力设备行业主 力资金净流入规模居首，该行业今日上涨3.12%，全天净流入资金31.31亿元，其次是食品饮料行业，日 涨幅为2.42%，净流入资金为16.26亿元。 主力资金净流出的行业有24个，计算机行业主力资金净流出规模居首，全天净流出资金173.04亿元，其 次是电子行业，净流出资金为131.12亿元，净流出资金较多的还有通信、银行、机械设备等行业。 688283 坤恒顺维 -0.41 1.73 760.46 通信行业今日下跌0.80%，全天主力资金净流出81.60亿元，该行业所属的个股共125只，今日上涨的有 33只，涨停的有3只；下跌的有92只，跌停的有1只。以资金流向数据进行统计，该行业资金净流入的个 股有32只，其中，净流入资金超5000万元的有8只，净流入资金居首的是天孚通信，今日 ...

Core Insights - The satellite communication industry is experiencing significant policy support with the Ministry of Industry and Information Technology issuing guidelines to optimize business access and promote industry development through 19 measures across six areas [1] ESG Disclosure - The "satellite communication" sector consists of 50 listed companies, with 23 companies disclosing ESG-related reports for 2024, resulting in a disclosure rate of 46%, slightly below the overall industry rate of 46.81% as of August 29 [1][2] - Among the top ten companies by market capitalization, all have disclosed ESG reports, with nine companies providing carbon emission data, indicating a growing awareness of ESG principles in the emerging industry [2][6] - The carbon emissions reported by the top companies vary significantly, with China Telecom reporting the highest at 1,435,000 tons of CO2, while Zhongke Xingtou reported the lowest at 707.85 tons [2][4] Challenges in ESG Reporting - The current voluntary nature of carbon emission disclosure leads to inconsistencies in reporting, as companies may choose different accounting boundaries, affecting comparability [3][5] - The lack of unified standards and high-quality data in the industry complicates accurate measurement of carbon emissions throughout the satellite manufacturing and launch lifecycle [3][12] R&D and Product Quality - Innovation, product quality, and supply chain management are prioritized in the ESG reports of the satellite communication industry, with seven of the top ten companies disclosing R&D investment amounts [6][9] - Specific measures for quality control have been implemented by various companies, such as establishing customer service systems and quality inspection frameworks [9][12] Unique Industry Considerations - The satellite communication sector has unique ESG considerations, including the environmental impact of satellite launches and space debris management, which should be highlighted in ESG disclosures [12][13] - The industry is encouraged to address the sustainability of raw material procurement and the social value of satellite applications in areas like emergency rescue and education [12][13]

此次研学营，通过零距离探访像中兴通讯这样的行业龙头，让家政人子女群体得以亲身体验前沿科技成 果，了解通信科技与智能制造发展的强大动能。这不仅极大地丰富了他们的知识结构，拓宽了认知边 界，更在潜移默化中激发了他们对科技世界的浓厚兴趣与探索热情，为未来的学业规划和职业发展提供 了更多元的视角和可能。 为了推动社会各界关注和支持家政服务从业者，助力家政行业从业人员享受平等的生存、教育和发展空 间，今年年初，轻喜到家联合深圳妇女儿童发展基金会共同发起设立轻喜家政人阳光基金，构建起制度 化的公益平台。"阳光筑梦·少年研学行"作为该基金的首批重点项目，正是这一责任理念的落地实践。 当家政人奔忙在城市之中，用他们的双手为城市家庭带来洁净，研学之旅则努力为家政服务人员子女推 开一扇扇认知广阔科技世界的窗口，助力他们怀揣梦想，勇敢追寻属于自己的星辰大海。 这份坚守与行动，其价值远不止于一次研学活动或一个公益项目。它清晰地彰显了品牌及社会各界对家 政"人"的核心关注——不仅服务于客户家庭的品质生活，更致力于托举起服务者家庭的发展希望，让人 文温度与职业关怀，温暖并照亮每一个辛勤奋斗的家庭。 来源：大众网 近日，由深圳市妇女儿童发 ...

2025年上半年，AI正以前所未有的速度重塑全球ICT产业格局。作为国内通信领域的头部企业，中兴通讯在8月28 日发布了2025年半年度报告。报告显示，2025年1-6月，中兴实现营收715.5亿元，同比增长14.5%;归母净利润50.6 亿元;扣非归母净利润41.0亿元。 在发展中，中兴通讯全面拥抱AI浪潮带来的市场机遇。其中，二季度单季营收、归母净利润环比一季度均实现增 长，算力与终端产品构成的"第二曲线"收入同比增长近100%，占比超35%，公司服务器及存储营收同比增长超 200%，AI服务器营收占比55%，政企和消费者业务营收合计占比超50%，展现出"连接+算力"战略的阶段性成 果。 全面投入AI，加速AI与ICT融合创新 营商基本盘、提升海外运营商市占率的同时，深化算力需求的拓展，加快AI端侧产品升级，有效推动公司营收增 长提速。 报告期内，公司研发费用126.6亿元，占营收比例约18%，拥有约9.4万件全球专利申请，累计超5万件全球授权专 利。其中在AI领域，拥有近5,500件专利申请，有近一半已获授权;在芯片领域，拥有约5,700件专利申请，累计超 3,700件授权专利。 政企、消费者业务营收占 ...

Group 1 - Hailiang Co., Ltd. achieved a revenue of 44.476 billion yuan, a year-on-year increase of 1.17%, and a net profit of 711 million yuan, a year-on-year increase of 15.03% [1] - Yinfai Storage reported a revenue of 543 million yuan, a year-on-year decrease of 18.97%, and a net profit of 62.347 million yuan, a year-on-year decrease of 20.05% [1] - Huamao Technology achieved a revenue of 1.108 billion yuan, a year-on-year increase of 14.42%, and a net profit of 137 million yuan, a year-on-year increase of 3.21% [2] Group 2 - Postal Savings Bank reported a revenue of 179.446 billion yuan, a year-on-year increase of 1.5%, and a net profit of 49.228 billion yuan, a year-on-year increase of 0.85% [4] - Bright Dairy achieved a revenue of 12.472 billion yuan, a year-on-year decrease of 1.9%, and a net profit of 217 million yuan, a year-on-year decrease of 22.53% [6] - Pianzaihuang reported a revenue of 5.379 billion yuan, a year-on-year decrease of 4.81%, and a net profit of 1.442 billion yuan, a year-on-year decrease of 16.22% [7] Group 3 - Great Wall Motors achieved a revenue of 92.335 billion yuan, a year-on-year increase of 0.99%, and a net profit of 6.337 billion yuan, a year-on-year decrease of 10.21% [9] - Haowei Group reported a revenue of 13.956 billion yuan, a year-on-year increase of 15.42%, and a net profit of 2.028 billion yuan, a year-on-year increase of 48.34% [10] - Batian Co., Ltd. achieved a revenue of 2.543 billion yuan, a year-on-year increase of 63.93%, and a net profit of 456 million yuan, a year-on-year increase of 203.71% [12] Group 4 - Yuxin Technology reported a revenue of 1.415 billion yuan, a year-on-year decrease of 5.01%, and a net profit of 220 million yuan, a year-on-year increase of 35.26% [14] - Zhongti Industry reported a revenue of 787 million yuan, a year-on-year decrease of 25.24%, and a net loss of 24.3955 million yuan [15] - Kemei Diagnostics achieved a revenue of 165 million yuan, a year-on-year decrease of 27.03%, and a net profit of 24.3408 million yuan, a year-on-year decrease of 68.24% [16] Group 5 - Huatai Co., Ltd. reported a revenue of 6.409 billion yuan, a year-on-year decrease of 1.86%, and a net profit of 67.6382 million yuan, a year-on-year decrease of 63.13% [17] - Fudan Fuhua reported a revenue of 326 million yuan, a year-on-year increase of 2.20%, and a net loss of 711.58 million yuan [19] - Haili Co., Ltd. achieved a revenue of 12.426 billion yuan, a year-on-year increase of 13.16%, and a net profit of 333.546 million yuan, a year-on-year increase of 693.76% [21] Group 6 - Xintong New Science reported a revenue of 61.852 million yuan, a year-on-year increase of 8.49%, and a net loss of 30.393 million yuan [22] - Newzhisoft achieved a revenue of 897 million yuan, a year-on-year decrease of 3.40%, and a net profit of 30.3531 million yuan, a year-on-year increase of 42.84% [24] - Maolai Optics reported a revenue of 319 million yuan, a year-on-year increase of 32.26%, and a net profit of 32.7555 million yuan, a year-on-year increase of 110.36% [25] Group 7 - Qianjin Pharmaceutical achieved a revenue of 1.818 billion yuan, a year-on-year decrease of 5.52%, and a net profit of 128 million yuan, a year-on-year increase of 8.50% [28] - Quanfeng Automotive reported a revenue of 1.218 billion yuan, a year-on-year increase of 18.90%, and a net loss of 167 million yuan [29] - Zhongjin Lingnan's application for a specific issuance of A-shares has been accepted by the Shenzhen Stock Exchange [31] Group 8 - Zhonglv Electric achieved a revenue of 2.333 billion yuan, a year-on-year increase of 29.30%, and a net profit of 618 million yuan, a year-on-year increase of 33.06% [33] - Sanhuan Group reported a revenue of 4.149 billion yuan, a year-on-year increase of 21.05%, and a net profit of 1.237 billion yuan, a year-on-year increase of 20.63% [35] - China Energy Construction achieved a revenue of 212.091 billion yuan, a year-on-year increase of 9.18%, and a net profit of 28.02 billion yuan, a year-on-year increase of 0.72% [37] Group 9 - Liou Co., Ltd. reported a revenue of 9.635 billion yuan, a year-on-year decrease of 9.62%, and a net profit of 478 million yuan, turning from a loss to profit [38] - Suzhou Bank achieved a revenue of 6.504 billion yuan, a year-on-year increase of 1.81%, and a net profit of 3.134 billion yuan, a year-on-year increase of 6.15% [40] - Shunxin Agriculture reported a revenue of 4.593 billion yuan, a year-on-year decrease of 19.24%, and a net profit of 173 million yuan, a year-on-year decrease of 59.09% [43] Group 10 - Tongfu Microelectronics achieved a revenue of 13.038 billion yuan, a year-on-year increase of 17.67%, and a net profit of 412 million yuan, a year-on-year increase of 27.72% [44] - Weidao Nano reported a revenue of 1.05 billion yuan, a year-on-year increase of 33.42%, and a net profit of 192 million yuan, a year-on-year increase of 348.95% [44] - ZTE Corporation achieved a revenue of 715.53 billion yuan, a year-on-year increase of 14.51%, and a net profit of 50.58 billion yuan, a year-on-year decrease of 11.77% [46]