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 ...

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].

Core Insights - The narrative around women's influence has fundamentally changed over the past year, showcasing women as powerful figures in various fields rather than seeking empowerment from others [1][38]. Part 1: The World Modeler - Fei-Fei Li, founder of World Labs, has focused on "Spatial Intelligence," launching the Marble product, which creates high-fidelity 3D worlds from images, videos, or text prompts [1][2][3]. Part 2: The Pain Translator - Han Kang, a Nobel laureate, sparked global discussions on "female bodily sovereignty" and "historical trauma" with her works, including "The Vegetarian" and "The White Book," which became bestsellers [5][7]. Part 3: The Gold Standard - Caitlin Clark, a WNBA star, doubled viewership and sponsorship fees, proving that female athletes can generate significant commercial value when given equal exposure [11][13]. - Qinwen Zheng, a tennis champion, became a global brand ambassador for Dior and earned $22.6 million in 2025, with 93% from endorsements, redefining the public image of East Asian female athletes [13][17]. Part 4: The Heritage Hacker - Zong Fuli, president of Hongsheng Beverage Group, undertook digital reforms and brand rejuvenation, applying for a new trademark "Wawa Xiaozong" to establish her own identity separate from her father's legacy [14][16][17]. Part 5: The AI Ethicist - Mira Murati, former CTO of OpenAI, founded Thinking Machines Lab with a $12 billion valuation, focusing on creating safer and more reliable AI systems, addressing the gap in public understanding of AI [18][20][21]. Part 6: The Invisible Heroine - Female data annotators in rural China are crucial in training AI models, providing stable income and connecting with modern technology, thus becoming visible contributors to the AI evolution [22][24]. Part 7: The Strategy Sovereign - Meng Wanzhou, rotating chairwoman of Huawei, shifted the company's focus from survival to leadership in AI, achieving significant milestones in various sectors, including the Harmony ecosystem and AI computing [25][27][28]. Part 8: The Grassroots Healer - Dr. Lu Shengmei, a pediatrician, has dedicated her life to serving the community, significantly reducing infant mortality rates and becoming a symbol of enduring value in a rapidly changing world [30][31]. Part 9: The Supply Chain Queen - Wang Laichun, chairwoman of Luxshare Precision, transformed the company from a traditional manufacturer to a technology platform, focusing on high-precision manufacturing and expanding into new markets [32][33][34]. Part 10: The Wilderness Chronicler - Li Juan, author of "My Altay," received the 2025 China Copyright Golden Award, solidifying her status as a literary figure who connects individual souls with nature, providing a counter-narrative to modern anxieties [35][37].

格隆汇1月6日丨中兴通讯(000063.SZ)公布，截至2025年12月31日，公司尚未实施本次股份回购。 ...

Group 1 - The core idea of the news is the collaboration between Hehe Information's digital business card service and ZTE Corporation, which aims to integrate digital business cards into the corporate digital ecosystem to enhance employee communication and trust-building with clients [1] - The traditional paper business cards are prone to loss and do not effectively convert into valuable networking resources, leading to a demand for centralized management of contact information in the digital transformation of enterprises [1][3] - The digital business card service allows users to upload various content types and share cards across multiple instant messaging platforms, addressing the challenges of information management and resource sharing within companies [1][3] Group 2 - ZTE Corporation, a leading global provider of integrated information and communication technology solutions, serves over one-third of the world's population across more than 160 countries [3] - The digital business card service has been adopted by over 5,000 ZTE employees, helping the company convert external communications into digital assets and maintain a unified brand image [3] - The service is embedded in ZTE's internal applications and mini-programs, facilitating automated management of business cards across departments and enhancing efficiency in high-value social scenarios [3]

Group 1 - A total of 22 key projects have been signed and landed in Beijing Economic and Technological Development Area, with over 80% of the projects focusing on future industries [1] - Among the signed projects, Baichang Intelligent Automotive plans to establish a vehicle manufacturing company aimed at designing and developing mass-produced L4 autonomous driving vehicles for Robotaxi operations [1] - ZTE Corporation is focusing on AI and 6G, having completed the overall layout of five core technologies, two system solutions, and two production lines, establishing six companies in the economic zone [1] Group 2 - The economic zone is positioning itself as a city of artificial intelligence, with over 30% of the signed projects related to AI, including ZTE's digital star cloud project, which aims to achieve a satellite payload capacity of 30 units per month [1] - The 2026 Beijing Economic and Technological Development Area's ten benchmark projects cover various fields, including industrial upgrades, urban facilities, and ecological governance, such as Sanofi's biopharmaceutical raw material production base [2] - The base will enable local supply of key raw materials and establish a complete industrial chain for insulin formulations in China for the first time [2] Group 3 - Investment in urban facilities and ecological governance has significantly increased, with projects like the expansion of Tongren Hospital and ecological improvement initiatives [2] - The 2026 global opportunity list for Beijing Yizhuang includes the opening of 83 high-level innovation spaces covering biotechnology, health, robotics, and intelligent manufacturing, with a total area of approximately 5 million square meters [2] - The economic zone encourages the establishment of world-class life and health application bases, promoting organized industrial innovation, talent cultivation, and achievement transformation in the health sector [2]

Important Matters - Chengjian Development has achieved a three-day stock increase and holds 18.91 million shares of Century Space, making it the fourth largest shareholder [1] - Lens Technology is a strategic investor in Strong Brain Technology and has exclusively undertaken the mass production of core hardware [1] - Shiyun Circuit is collaborating with brain-machine clients to advance the development of new material numbers [1] - Xinyada has indirectly held shares in Zhongke Aerospace through Xi'an Qingchuan [1] - Chipone Technology has completed the acquisition of Zhudian Semiconductor [1] - Suoling Co., Ltd. has seen a three-day stock increase, with its controlling shareholder's concerted action partner, Tanghe Holdings, successfully bidding for 37.5 million shares of the company [1] - iFlytek's robot super brain platform has achieved multiple technological breakthroughs in multi-modal noise reduction and has formed extensive collaborations with Yushu and Zhiyuan [1] Investment Operations - ZTE Corporation has conducted NTN technology trials and achieved breakthroughs, providing comprehensive satellite payload products [1] - Chaojie Co., Ltd. expects rapid growth in revenue from commercial aerospace-related businesses by 2026 [1] - Xinyi Chang plans to launch its second-generation wheeled robot before the 2026 Spring Festival, with three robot products expected to enter mass production in the second half of 2026 [1] - Zhejiang Xiantong is collaborating with Haohai Starry Sky and Qiteng Robotics, with robots expected to roll off the production line by the end of March [1] - Fengzhushou is placing significant emphasis on opportunities in commercial aerospace and aviation internet development, clearly positioning it as a fourth growth curve [1] - Chaoying Electronics has adjusted the investment amount for its AI computing high-end printed circuit board expansion project from 1.468 billion to 3.315 billion yuan [1] Contracts and Collaborations - Guoji Jinggong is focusing on new business areas, particularly in commercial aerospace bearings and humanoid robot bearings [1] - iFlytek's robot super brain platform has achieved multiple technological breakthroughs and has formed extensive collaborations with Yushu and Zhiyuan [1] - Desay SV Automotive has established strategic partnerships with several well-known robotics companies [1] - Tuobang Co., Ltd. has deepened cooperation with UBTECH in related business areas [1] - Fushite has signed a strategic cooperation agreement with Jiangxi Copper [1] - Robotech's subsidiary ficonTEC has signed a full automatic OCS packaging line order with a Swiss client [1] - Times New Materials has signed a sales contract for wind turbine blades worth approximately 3.32 billion yuan [1]

中兴通讯（000063）(00763)发布公告，公司于2025年12月12日召开的第十届董事会第十七次会议审议 通过了《关于以集中竞价交易方式回购公司A股股份方案的议案》，同意公司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。回购资金总额不低于人民币10 亿元且不超过人民币12亿元(均包含本数)，回购价格不超过人民币63.09元/股。回购期限为自董事会审 议通过回购方案之日起12个月内。截至2025年12月31日，公司尚未实施本次股份回购。 ...

Core Insights - The commercial aerospace sector in the A-share market is rapidly expanding, with several companies reporting progress in product delivery and profitability in satellite manufacturing and rocket components [1][2] - Companies are actively positioning themselves through technological advancements and strategic partnerships to capitalize on the growth opportunities in the commercial aerospace industry [1] Group 1: Order Delivery and Revenue Growth - Companies are beginning to achieve stable small-batch deliveries in their commercial aerospace businesses, with projections for significant revenue growth in the coming years [1] - Chaojie Co. expects its commercial aerospace-related revenue to grow rapidly by 2026, driven by the completion of key rocket models and increased market demand [1] - The manufacturing of rocket structural components is a critical segment of the commercial aerospace supply chain, with Chaojie Co. set to complete its riveting production line by mid-2024, capable of producing 10 rockets annually [1] Group 2: Product Development and Market Positioning - Jiuzhiyang has successfully sold products such as fiber amplifiers and tracking cameras for commercial aerospace applications, focusing on economic and reliable solutions [2] - Longsheng Technology's subsidiary has developed several core precision components for commercial aerospace, including satellite solar wing hinges and attitude control mechanisms [2] - Blues Technology has leveraged its expertise in consumer electronics to supply satellite ground receiver components and has developed ultra-thin photovoltaic glass modules for space applications [2] Group 3: Technological Ecosystem and Collaboration - The initial increase in orders signals robust growth in the commercial aerospace sector, supported by ongoing technological breakthroughs and collaborative ecosystem development [3] - ZTE is working on a star-ground integrated communication network for 6G, collaborating with domestic operators and satellite companies to validate NTN technology [3] - Companies like Qiji Precision and Chengdu Huami are focusing on developing satellite communication systems and high-performance chips to support commercial aerospace needs [4][5]

（文章来源：证券日报） 证券日报网讯 1月6日，中兴通讯在互动平台回答投资者提问时表示，公司根据客户、市场、成本、交 货等诸多因素综合考量投标报价。 ...