Group 1 - ZTE Corporation's stock fell by 5.04% on January 13, closing at 40.30 CNY per share, with a trading volume of 7.954 billion CNY and a turnover rate of 4.80%, resulting in a total market capitalization of 192.776 billion CNY [1] - ZTE Corporation, established on November 11, 1997, and listed on November 18, 1997, is located in Nanshan District, Shenzhen, Guangdong Province. The company's main business includes investment in industrial ventures and sales of electronic and communication equipment components [1] - The revenue composition of ZTE Corporation is as follows: 49.00% from carrier networks, 26.91% from government and enterprise business, and 24.09% from consumer business [1] Group 2 - According to data from the top ten holdings of funds, Yongying Fund has one fund heavily invested in ZTE Corporation. The Satellite ETF (159206) increased its holdings by 827,800 shares in the third quarter, bringing the total to 909,200 shares, which accounts for 3.48% of the fund's net value, making it the sixth-largest holding [2] - The Satellite ETF (159206) was established on March 6, 2025, with a latest scale of 1.193 billion CNY and has achieved a year-to-date return of 31.13%, ranking 6th out of 5,517 in its category. Since its inception, it has returned 120.02% [2] - The fund manager of the Satellite ETF (159206) is Liu Tingyu, who has been in the position for 2 years and 154 days. The total asset scale of the fund is 21.354 billion CNY, with the best return during his tenure being 119.5% and the worst being -1.14% [2]

（原标题：王有莉参赞陪同驻牙买加大使王锦峰走访中兴通讯牙买加有限公司） 2026年1月12日，王有莉参赞陪同驻牙买加大使王锦峰走访中兴通讯牙买加有限公司，进行安全巡 查、看望慰问企业员工并同企业负责人座谈交流。 中兴合影.jpg 中兴座谈.jpg 王大使充分肯定企业在过去一年取得的成绩，鼓励企业积极参与牙灾后建设，拓展深化通信技术领 域务实合作，为中牙战略伙伴关系行稳致远作出更多贡献。同时强调企业要坚持依法合规经营，积极履 行社会责任，加强风险防范，完善应急预案，确保春节期间人员项目安全。 企业负责人感谢使馆的关心指导，表示将依法合规经营，积极拓展业务，用实际行动助力中牙战略 伙伴关系发展。 ...

2020-2025年1-11月中国光电子器件产量统计图 上市企业：中兴通讯（000063）,烽火通信（600498）,亨通光电（600487）,长飞光纤（601869）,紫光股 份（000938）,特发信息（000070）,光迅科技（002281）,新易盛（300502）,中际旭创（300308）,华工 科技（000988） 相关报告：智研咨询发布的《2026-2032年中国光电子器件行业市场调查研究及未来趋势预测报告》 根据国家统计局数据显示：2025年11月中国光电子器件产量为1645亿只(片、套)，同比增长9.1%；2025 年1-11月中国光电子器件累计产量为17318.1亿只(片、套)，累计增长9.7%。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 数据来源：国家统计局，智研咨询整理 ...

Core Viewpoint - ZTE Corporation reported that as of January 9, 2026, the total number of shareholders is 624,136, with 623,851 being A-shareholders and 285 being H-shareholders, which includes 284 registered shareholders and one representative of non-registered shareholders [1]. Group 1 - The total number of shareholders for ZTE Corporation is 624,136 [1] - A-shareholders account for 623,851 of the total [1] - H-shareholders consist of 285, including 284 registered shareholders and one representative [1]

Core Viewpoint - ZTE Corporation has been recognized for its outstanding performance in climate change management, environmental information disclosure, and low-carbon strategy implementation, achieving an "A" rating from the CDP for the third consecutive year, placing it among the top 4 globally [1][3] Group 1: Environmental Performance - ZTE Corporation is the only company in mainland China to receive this honor for three consecutive years, highlighting its leadership in promoting the global low-carbon economy transition [1] - The CDP evaluates companies based on climate action, transparency, and overall performance, with an "A" rating indicating a leading position in climate governance, target setting, action effectiveness, and risk management [3] Group 2: Green Initiatives - In 2024, ZTE achieved an absolute electricity saving of 45 million kWh, with a 13.4% reduction in Scope 1 and 2 carbon emissions, and an 8.39% reduction in the physical intensity of system product maintenance [3] - The company reported a total reduction of 14.317 million tons in Scope 1, 2, and 3 carbon emissions compared to 2023 [3] Group 3: Green Innovation and Solutions - ZTE has over 800 green innovation patents and has assessed the carbon footprint of 240 product types, covering all product categories, contributing to over 10 billion kWh of electricity savings for global operators annually [5] - The company integrates dual carbon requirements into supplier agreements and has conducted CSR audits for over 450 production suppliers, guiding 152 suppliers in carbon inventory and helping 51 set carbon reduction targets [6] Group 4: Industry Empowerment - ZTE collaborates with over 2,000 industry-leading partners across 18 sectors, including steel, metallurgy, and power, to implement innovative green practices using advanced technologies like IoT and AI [7] - The company has received multiple recognitions for its sustainable development efforts, including being listed in the "Pioneer 100 ESG Listed Companies" and "Top 30 ESG Excellence Practices" in China, as well as achieving certifications from SBTi and EcoVadis [7][8]

Group 1 - The core viewpoint of the article emphasizes the growing importance of ESG (Environmental, Social, and Governance) as a key metric for high-quality corporate development and a vital link between corporate value and social value [1][2] - The "2025 China ESG Top 100" list was released by Sina Finance, evaluating over 5,000 A-share listed companies and mainland companies listed in Hong Kong using 18 industry ESG evaluation models and over 150 ESG indicators [1][2] - The list serves as a benchmark for industry development and provides valuable decision-making references for investors [1][2] Group 2 - ZTE Corporation was recognized for its outstanding performance in ESG and ranked 26th in the "2025 China ESG Top 100" list [2][6] - The publication of the list is seen as authoritative recognition of the sustainable development practices of the listed companies and promotes the core values of ESG across the industry [2][6] - Companies are encouraged to integrate ESG principles into their strategic planning, operations, and supply chain collaboration to achieve a symbiotic relationship between commercial and social value [2][6] Group 3 - The "2025 China ESG Top 100" list includes notable companies such as China Construction Bank, China Mobile, and Tencent, all receiving a five-star rating in their respective industries [4][5] - The list highlights the top performers across various sectors, including finance, telecommunications, and technology, showcasing their commitment to ESG practices [4][5][6] Group 4 - The Sina Finance ESG Rating Center is the first Chinese platform dedicated to ESG information and ratings, aiming to promote sustainable development and responsible investment [11] - The center collaborates with leading Chinese ESG companies to establish a suitable ESG evaluation standard system for the Chinese context [11]

Market Performance - The communication equipment sector increased by 2.59% on January 12, with Fujida leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] Top Gainers in Communication Equipment - Fujida (code: 920640) closed at 56.00, up 21.74%, with a trading volume of 258,300 shares and a transaction value of 1.366 billion [1] - Xinke Mobile (code: 688387) closed at 19.01, up 20.01%, with a trading volume of 992,500 shares and a transaction value of 1.861 billion [1] - Guangha Communication (code: 300711) closed at 29.29, up 19.99%, with a trading volume of 263,000 shares and a transaction value of 721 million [1] - Other notable gainers include Guanghetong, Yuandun Quantum, and Nongyou Technology, with increases ranging from 10.02% to 16.54% [1] Market Capital Flow - The communication equipment sector experienced a net outflow of 1.945 billion from institutional investors, while retail investors saw a net inflow of 1.652 billion [2] - The overall net inflow from speculative funds was 294 million [2] Individual Stock Capital Flow - Fenghuo Communication (code: 600498) had a net inflow of 643.14 million from institutional investors, but a net outflow of 391 million from speculative funds [3] - Guanghetong (code: 300638) saw a net inflow of 435 million from institutional investors, with a net outflow of 219 million from speculative funds [3] - Dongxin Peace (code: 002017) had a net inflow of 427 million from institutional investors, but a net outflow of 195 million from speculative funds [3]

1月12日，中兴通讯涨5.22%，截至发稿，报42.33元/股，成交45.86亿元，换手率2.78%，总市值2024.87 亿元。 资料显示，中兴通讯股份有限公司位于广东省深圳市南山区高新技术产业园科技南路中兴通讯大厦,香 港铜锣湾勿地臣街1号时代广场2座31楼，成立日期1997年11月11日，上市日期1997年11月18日，公司主 营业务涉及投资兴办实业,电子及通信设备零部件的销售。主营业务收入构成为：运营商网络49.00%， 政企业务26.91%，消费者业务24.09%。 责任编辑：小浪快报 5GETF（159994）基金经理为马君、王帅。 截至发稿，马君累计任职时间13年134天，现任基金资产总规模427.38亿元，任职期间最佳基金回报 144.61%， 任职期间最差基金回报-75.62%。 王帅累计任职时间6年201天，现任基金资产总规模289.44亿元，任职期间最佳基金回报90.33%， 任职 期间最差基金回报-31.79%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人 ...

Core Insights - The article discusses the launch of the Nubia M153, the first native AI smartphone developed by ByteDance and ZTE, which was released as a "technology preview" on December 1, 2025, and sold out quickly, indicating strong market interest [4] - According to Counterpoint's "AI 360" report, the global smartphone shipment share supporting GenAI is expected to exceed 30% in 2025, up from 20% in 2024, and reach 57% by 2029, highlighting the growing importance of AI in high-end smartphones [5] - The article emphasizes the competitive landscape between smartphone brands and internet giants, focusing on user engagement, service entry control, and high-value data acquisition [8][10] Market Trends - The Nubia M153 is equipped with a Snapdragon 8 Elite platform, and future iterations are expected to enhance NPU performance to 80-100 TOPS, raising hardware requirements for smartphones [5] - AI functionalities are increasing the demand for RAM and ROM, as well as high-bandwidth memory, while also raising power consumption by approximately 8%-12%, posing challenges for battery technology [5] AI Capabilities - The core advantage of the Doubao AI smartphone lies in its ability to understand user intent and execute tasks across multiple apps, although it still faces challenges in complex, multi-app scenarios [6][8] - The high-privilege simulation operations of Doubao AI are causing friction with existing app ecosystems, triggering security mechanisms in major applications like WeChat and Alipay [6][8] Strategic Partnerships - The collaboration between ByteDance and ZTE mirrors the division of labor seen in other tech partnerships, with Doubao providing AI capabilities and Nubia handling hardware design [10] - The article suggests that smartphone brands with established ecosystems may not adopt the same division of labor, instead exploring open and collaborative app frameworks [10] Future Outlook - The article anticipates that smartphone brands and leading apps will gradually reach a consensus on standardized ecological interfaces, allowing system-level AI to act as a unified scheduling hub [10] - The control of high-value data and data security will remain central issues in ongoing negotiations between smartphone manufacturers and app developers [10]

Group 1 - In December 2025, the enthusiasm for stock buybacks in the A-share market significantly increased, with both the number of companies announcing buyback plans and the total amount seeing substantial growth [1] - A total of 35 companies announced new buyback plans in December, representing an increase of nearly 60% compared to 22 companies in November [1] - The total proposed buyback amount for these 35 companies reached approximately 10.548 billion yuan, a 54.89% increase from 6.81 billion yuan in November [1] - Among these companies, 24 planned to buy back over 100 million yuan, accounting for 68.57% of the total [1] Group 2 - State-owned enterprises and industry leaders showed prominent performance in the buyback announcements, with notable companies like China Metallurgical Group and Dong'e Ejiao participating [1] - The companies with the highest proposed buyback amounts included China Metallurgical Group (2.5 billion yuan), Luxshare Precision (2 billion yuan), ZTE Corporation (1.2 billion yuan), and others, highlighting the financial strength and market responsibility of leading enterprises [1]