据香港交易所披露，花旗集团对中兴通讯股份有限公司 - H股的多头持仓比例于2025年10月10日从 6.97%增至7.2%。 ...

Group 1 - The company, ZTE Corporation, announced that its board meeting will be held on October 28, 2025, in Shenzhen to approve the third quarter results for the nine months ending September 30, 2025 [1] - The meeting will also address any other matters that may arise during the session [1]

承董事會命 方榕 董事長 深圳，中國 二零二五年十月十六日 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致之任何損失承擔任何責任。 ZTE CORPORATION 中興通訊股份有限公司 （于中華人民共和國註冊成立的股份有限公司） （股份代號：00763） 董事會會議通告 本公司及董事會全體成員保證信息披露的內容真實、準確和完整，沒有虛假記載、誤導性陳述或重大遺 漏。 中興通訊股份有限公司（「本公司」）董事會（「董事會」）謹此宣佈，董事會會議 將於二零二五年十月二十八日（星期二）在中華人民共和國（「中國」）廣東省深圳 市南山區高新技術產業園科技南路中興通訊大廈舉行，藉以（其中包括）批准本公司 及其附屬公司截至二零二五年九月三十日止九個月之第三季度業績及其發佈，以及處 理任何其他事項（如有）。 於本公告日期，本公司董事會包括執行董事：徐子陽；非執行董事：方榕、閆俊武、諸為民、張 洪；獨立非執行董事：莊堅勝、王清剛、徐奇鵬；以及職工董事：李妙娜。 ...

Core Viewpoint - The communication equipment sector experienced a 1.1% increase on October 16, with Wanma Technology leading the gains, while the Shanghai Composite Index rose by 0.1% and the Shenzhen Component Index fell by 0.25% [1] Group 1: Stock Performance - Wanma Technology (300698) closed at 50.09, up 10.94% with a trading volume of 237,000 shares and a transaction value of 1.177 billion [1] - Meixin Technology (301577) closed at 63.16, up 7.29% with a trading volume of 48,500 shares and a transaction value of 308 million [1] - ZTE Corporation (000063) closed at 54.03, up 7.20% with a trading volume of 3.3696 million shares and a transaction value of 18.015 billion [1] - Other notable performers include Nanjing Nengmiao (600775) up 4.80% and Zhongguang Fanglei (300414) up 4.25% [1] Group 2: Capital Flow - The communication equipment sector saw a net inflow of 868 million from institutional investors, while retail investors experienced a net outflow of 334 million [2] - Major stocks like ZTE Corporation and Wanma Technology attracted significant institutional investment, with ZTE receiving a net inflow of 95.2 million [3] - Conversely, retail investors withdrew from several stocks, including Wanma Technology, which saw a net outflow of 51.64 million [3]

市场冲高回落，三大指数盘中一度集体翻绿。南财金融终端显示，截至收盘，沪指涨0.1%，深成指跌0.25%，创业板指涨0.38%。 银行板块集体上涨，农业银行盘中逼近历史高点。 下跌方面，可控核聚变概念股集体大跌，合锻智能触及跌停。 沪深两市成交额1.93万亿元，较上一个交易日缩量1417亿，自9月10日以来再度失守2万亿。 个股方面，阳光电源成交额超204亿元居首，中兴通讯、立讯精密、中际旭创成交额靠前。 | 泊深A股 | 上证A股 | 深证A股 创业板 | 科创板 风险警示 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 代码 | | 名称 | 涨幅 | 最新价 | | | | 换手率 | | 成交额 ▼ | | 1 300274 | | 阳光电源 | +7.66% | 163.00 | +11.60 | -0.04% | 1.20 | 8.07% | 10.41% | 204.59亿 | | 2 000063 | | 中兴通讯 | +7.20% | 54.03 | +3.63 | +0 ...

Market Overview - The A-share market showed mixed performance on October 16, with the Shanghai Composite Index up by 0.1%, the Shenzhen Component down by 0.25%, and the ChiNext Index up by 0.38% [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 1.93 trillion yuan, a decrease of 141.7 billion yuan compared to the previous trading day, with nearly 4,200 stocks declining [1][2] Sector Performance - The coal sector experienced significant gains, with major companies like Dayou Energy and Antai Group hitting the daily limit up, while China Coal Energy and Zhengzhou Coal Electricity also saw substantial increases [2] - Financial stocks, including insurance and banking, performed strongly, with China Life Insurance rising over 5% and China Pacific Insurance up by 4% [2] Capital Flow - Main capital inflows were observed in the automotive, communication equipment, and banking sectors, with notable net inflows into Chang'an Automobile, Changshan Beiming, and ZTE [4] - Conversely, significant net outflows were recorded in software development, non-ferrous metals, and home appliances, with Zijin Mining and Sanhua Intelligent Control facing the largest sell-offs [4] Institutional Insights - Everbright Securities predicts that the market will likely maintain a volatile and consolidating trend in October [6] - Guodu Securities notes that the Shanghai Composite Index has recovered above the five-day moving average and returned to the 3,900-point level, indicating a decrease in short-term market risks, although trading volume remains low [6] - CITIC Securities highlights a reduction in market risk appetite, suggesting a rotation between high and low-performing sectors [6]

Core Insights - The main focus of the articles is on the significant inflow of capital into specific stocks as of October 16, with notable amounts recorded for various companies across different sectors [1][2][3] Group 1: Capital Inflows - The top stocks by capital inflow include Chang'an Automobile (¥1.109 billion), Changshan Beiming (¥1.004 billion), and ZTE Corporation (¥0.952 billion) [1] - Other notable inflows were seen in companies such as Zhongji Xuchuang (¥0.686 billion), Shannon Chip (¥0.676 billion), and Zhaoyi Innovation (¥0.634 billion) [1][2] - The banking sector also saw significant inflows, with Agricultural Bank of China receiving ¥0.527 billion and Industrial and Commercial Bank of China receiving ¥0.495 billion [1][3] Group 2: Stock Performance - Chang'an Automobile experienced a price increase of 3.82%, while Changshan Beiming saw a rise of 9.98% [2] - ZTE Corporation's stock rose by 7.2%, and Zhongji Xuchuang's increased by 3.63% [2] - Shannon Chip had the highest increase at 16.7%, indicating strong market interest [2] Group 3: Sector Analysis - The automotive sector is represented by companies like Chang'an Automobile and Chengfei Integration, both showing positive capital inflows and stock performance [1][2] - The banking sector, including Agricultural Bank and Industrial and Commercial Bank, also demonstrated resilience with steady inflows [1][3] - The electronics and communication sectors, represented by companies like ZTE Corporation and Shannon Chip, are attracting significant investment, reflecting a growing interest in technology stocks [1][2]

证券研究报告 科技 Q3 前瞻：关注 AI 算力链业绩兑现 华泰研究 以 38 家我们覆盖的 A/H 通信行业公司为样本，我们预计 3Q25 通信板块合计 归母净利润同比增长 15%，剔除三大运营商、中兴通讯权重股后，预计板块 归母净利润同比增长 73%。细分来看，电信运营商利润预计稳健增长；光通 信板块在海外与国内市场需求延续高增下，业绩有望持续兑现，且产业链景 气度预计继续呈扩散趋势；IDC 受益国内外智算中心需求增长有望迎来拐点； 铜连接板块业绩有望在产能释放下逐步兑现；光纤光缆景气度有望逐步复苏。 运营商利润预计稳健增长；国内智算需求放量，相关业绩或持续兑现 我们预计 3Q25 电信运营商板块归母净利润同比增长 5%，保持稳健增长， 据工信部，2025 年 1-8 月国内电信业务收入累计完成 11821 亿元，同比增 长 0.8%（1H25：1.0%），保持平稳增长。算力方面，我们预计 3Q25 通信 设备/IDC 板块归母净利润同比提升 10%/10%，随着 25 年以来国内 AI 数据 中心建设起量、规模效应下费用率有望优化，部分公司业绩有望陆续兑现； 同时，阿里在云栖大会上表示其 2032 年数 ...

10月16日上午，A股通信、电子板块强势反弹，聚焦算力龙头的5G通信ETF（515050）盘中涨超 2.5%，截至11:09，涨幅收窄至2.18%，成交额快速突破2.5亿元。持仓股中兴通讯涨超8%冲击前高，兆 易创新、中际旭创、立讯精密、华工科技、烽火通信、新易盛等纷纷上涨。 据工业和信息化部网站消息，10月15日，工信部部长在北京会见美国苹果公司首席执行官蒂姆·库 克，双方就苹果公司在华业务发展、加强电子信息领域合作等议题进行交流。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 资料显示，5G通信ETF（515050）跟踪中证5G通信主题指数，最新规模超80亿元。深度聚焦英伟 达、苹果、华为产业链。国盛金工团队分析，从行业权重分布看，该指数是一只"硬科技"纯度极高的 5G主题指数。通信与电子两大核心赛道合计占比近八成（79.4%），其中通信 44% 的权重直接锁定 ...

10月16日上午，A股市场持续震荡。截至午间收盘，上证指数涨0.1%，深证成指涨0.15%，创业板指涨0.69%。 半日市场成交额为1.22万亿元，较上日略有缩量。全市场超4000只个股下跌。 盘面上，上午煤炭、通信、医药生物等板块保持热度，HBM、存储器、先进封装、保险等概念股活跃；发电设备、多元金融、钢铁等板块走低，稀土、 稳定币、宇树机器人等概念股回调。 | | | Wind热门概念指数 | | | --- | --- | --- | --- | | HBM 2.99% | 存储器 2.83% | 先进封装 2.17% | 保险 2.04% | | 央企煤炭 1.79% | 海南自贸港 1.30% | 光模块(CPO) 1.22% | 煤炭开采 1.18% | | 黄金珠宝 0.97% | 近端次新股 0.97% | 水泥制造 -1.87% | 稀有金属 -1.91% | | 減速器 -1.95% | 核聚变 -2.04% | 宇树机器人 -2.07% | 稀土永磁 -2.10% | | 稳定币 -2.18% | 礎化工 -2.17% | 光热发电 -2.26% | 稀土 -3.05% | 港股市场上午 ...