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欧盟正研究强制成员国移除华为和中兴设备,中方回应
第一财经· 2025-11-11 07:58
Core Viewpoint - The Chinese government criticizes the EU's potential move to remove Huawei and ZTE from its telecom networks, arguing that such actions lack legal basis and violate market principles, which could hinder technological progress and economic development [1]. Group 1: Impact on Chinese Companies - Chinese companies have been operating in Europe in compliance with local laws, providing quality products and services while contributing positively to local economic and social development [1]. - The forced removal of Chinese telecom equipment is seen as detrimental, causing significant economic losses and delaying technological advancements in the countries involved [1]. Group 2: Call for Fair Business Environment - The Chinese government urges the EU to create a fair, transparent, and non-discriminatory business environment for Chinese enterprises to maintain investment confidence [1].
欧盟正研究强制成员国移除华为、中兴设备,外交部回应
财联社· 2025-11-11 07:49
Core Viewpoint - The Chinese government emphasizes the importance of providing a fair and transparent business environment for Chinese companies operating in Europe, particularly in light of the EU's potential actions against Huawei and ZTE [2][3]. Group 1: EU's Actions Against Chinese Telecom Companies - The EU Commission is reportedly considering measures to force member states to gradually remove Huawei and ZTE from their telecom networks [2]. - The Chinese government argues that such actions lack legal basis and factual evidence, and they violate market principles and fair competition rules [2]. Group 2: Economic Impact and Contributions - Chinese companies have been operating in Europe in compliance with local laws, providing high-quality products and services, and contributing positively to local economic development and employment [2]. - The forced removal of Chinese telecom equipment is said to hinder technological progress and result in significant economic losses for the countries involved [2]. Group 3: Call for Fair Treatment - The Chinese government urges the EU to ensure a non-discriminatory business environment for Chinese enterprises to maintain investment confidence [3].
欧委会要求欧盟成员排除中兴、华为设备,外交部:损人不利己
Xin Lang Cai Jing· 2025-11-11 07:48
林剑表示,中国企业长期在欧洲依法合规经营,为欧方的民众提供了优质的产品和服务,也为当地的经 济社会发展和就业作出了积极贡献。在没有法律依据和事实证据的前情况下,以行政手段强行限制甚至 禁止企业参与市场,这严重违反了市场原则和公平竞争规则。 林剑指出,事实证明,个别国家强行移除中国电信企业的优质安全的设备,不仅迟滞了自身技术发展的 进程,还造成了巨额的经济损失,将经贸问题泛安全化、政治化将阻碍技术进步和经济发展,损人不利 己。我们敦促欧盟为中国企业提供公平、透明、非歧视的营商环境,避免损害企业赴欧投资的信心。 11月11日,外交部发言人林剑主持例行记者会。彭博社记者提问,欧盟委员会日前要求欧盟成员国逐步 将华为与中兴的设备排除在其电信网络之外。外交部对此有何评论? 智通财经记者 聂舒翼 朱郑勇 ...
欧盟正研究强制成员国移除华为中兴设备,外交部回应
是说芯语· 2025-11-11 07:46
Core Viewpoint - The Chinese government emphasizes the importance of providing a fair and transparent business environment for Chinese companies operating in Europe, particularly in light of the EU's potential actions against Huawei and ZTE [1]. Group 1: EU Actions and Chinese Companies - The EU Commission is reportedly considering measures to gradually remove Huawei and ZTE from its telecommunications networks [1]. - Chinese companies have been operating in Europe in compliance with local laws, contributing positively to local economies and job creation [1]. Group 2: Market Principles and Economic Impact - The Chinese government argues that removing Chinese telecom companies without legal basis or factual evidence violates market principles and fair competition rules [1]. - The forced removal of Chinese telecom equipment has been shown to hinder technological progress and result in significant economic losses for the countries involved [1]. Group 3: Call for Fair Treatment - The Chinese government urges the EU to provide a non-discriminatory business environment to restore confidence in investment from Chinese companies [1].
崇达技术(002815.SZ):公司目前主要供应中兴通讯的5G基站收发信PCB主板产品
Ge Long Hui A P P· 2025-11-11 07:20
Core Viewpoint - The company is currently supplying 5G base station PCB mainboard products to ZTE Corporation and is actively researching 6G technology in response to customer demand [1] Group 1 - The company is primarily focused on supplying 5G base station PCB mainboard products to ZTE Corporation [1] - The company is actively laying out research for 6G technology, with some products already in the sample stage [1] - The company plans to deepen collaboration with customers and continue R&D efforts based on market demand and technological trends [1]
量子科技重大突破,高研发+高增长潜力概念股仅9只(名单)
Zheng Quan Shi Bao Wang· 2025-11-11 05:10
Core Insights - Quantum technology is viewed as the "key" to the next generation of information technology revolution, with significant breakthroughs in both policy and technology [1][3]. Policy Developments - The Anhui Provincial Development and Reform Commission announced that quantum technology is transitioning from technological breakthroughs to large-scale industrial applications, aiming to implement nearly 300 application scenarios by the end of this year and 1,000 by 2027 [1]. - The United Nations Educational, Scientific and Cultural Organization (UNESCO) has declared 2025 as the "International Year of Quantum Science and Technology" to commemorate the 100th anniversary of quantum mechanics [3]. Technological Advancements - A team from the Chinese Academy of Sciences has made significant progress in neutral atom quantum computing, proposing a new architecture based on fiber arrays that addresses challenges in achieving high parallelism, speed, and stability [1]. - Researchers at the University of Chicago have theoretically extended the connection distance between quantum computers to 2,000 kilometers, making the construction of a global quantum internet more feasible [2]. Industry Growth Potential - Quantum technology, encompassing quantum computing, quantum communication, and quantum precision measurement, is identified as a future industry with substantial growth potential, as highlighted in the 14th Five-Year Plan [3]. - The global quantum computing industry is projected to grow from $4.7 billion in 2023 to over $800 billion by 2035 [3]. R&D Investment - Over 60 companies in the A-share market are involved in quantum technology, with a total R&D expenditure of 69.47 billion yuan, accounting for 3.86% of total revenue [4]. - Among these, 35 companies reported R&D expenses exceeding 100 million yuan in the first three quarters, with seven companies surpassing 1 billion yuan [5]. Key Players and Financial Metrics - Notable companies include Guoxin Technology, which has the highest R&D expense-to-revenue ratio at 89.03%, and has successfully commercialized quantum security chips [5][6]. - Other companies with significant R&D investments include Suzhou Keda, Tianrongxin, and Digital Certification, with varying R&D expense ratios [5][6]. Institutional Interest - Institutional interest is high for companies like ZTE Corporation and China Mobile, with ZTE receiving ratings from 23 institutions [7]. - Forecasts indicate that nine companies are expected to achieve net profit growth rates exceeding 15% from 2025 to 2027 [7]. Market Predictions - Several stocks, including China Haifang and Keda Technology, are projected to have significant upside potential based on institutional target prices [8].
中兴通讯完成IMT-2020(5G)推进组5G-A低空通信关键技术测试
Ge Long Hui· 2025-11-11 04:28
Core Viewpoint - ZTE Corporation has successfully completed outdoor testing of key low-altitude communication technologies under the 5G-A network in Zhangzhou, Fujian, following the completion of laboratory tests [1] Group 1 - The testing was organized by the IMT-2020 (5G) Promotion Group, which established the testing methods for base station equipment aimed at low-altitude communication [1] - ZTE is the first company to achieve this milestone in the context of 5G-A technology [1]
中兴通讯完成IMT-2020推进组5G-A低空通信关键技术测试
Zheng Quan Shi Bao Wang· 2025-11-11 04:24
Core Viewpoint - The article highlights that ZTE Corporation has successfully completed outdoor testing of key low-altitude communication technologies under the 5G-A network in Zhangzhou, Fujian, following laboratory tests [1] Group 1 - The 5G-A technology research and development testing methods for base station equipment aimed at low-altitude communication were established by the IMT-2020 (5G) Promotion Group [1] - ZTE Corporation is the first to complete outdoor testing of low-altitude communication key technologies under the 5G-A network [1]
“针对华为中兴,欧盟打算硬来”
Guan Cha Zhe Wang· 2025-11-11 03:05
Core Viewpoint - The European Commission is exploring measures to force member states to remove Huawei and ZTE equipment from telecom networks, potentially pressuring non-EU countries by withholding funding for projects using Huawei technology [1][3]. Group 1: EU's Actions and Proposals - The European Commission's Executive Vice President, Margrethe Vestager, aims to upgrade the 2020 recommendation to stop using "high-risk suppliers" into legally binding regulations [1]. - If the proposal becomes law, non-compliance by member states could lead to infringement lawsuits and economic penalties [1][4]. - The Commission is also considering measures to discourage non-EU countries from relying on Chinese suppliers, including denying funding for projects involving Huawei [3]. Group 2: Industry Reactions and Market Impact - Following the news, shares of Nokia and Ericsson saw significant increases, with Nokia rising by 5% and Ericsson by 3.7% [4]. - There is a growing trend in Europe to impose stricter restrictions on Chinese suppliers, with countries like Germany and Finland considering similar actions [4]. - The inconsistency among EU member states regarding the use of Chinese suppliers poses significant security risks, according to hawkish voices within the EU [4]. Group 3: Security Concerns and Counterarguments - The EU's focus on the risks posed by Chinese telecom equipment manufacturers stems from concerns about national security and control over critical infrastructure [3][5]. - China has strongly opposed the EU's claims, arguing that Huawei and ZTE have operated in Europe for years without compromising security and have contributed positively to the telecom sector [5][9]. - Spain's government has defended its contract with Huawei, asserting that it poses no security risks and complies with national security standards [9].
“欧盟想强制成员国剔除华为和中兴设备”
Guan Cha Zhe Wang· 2025-11-11 03:04
Core Viewpoint - The European Commission is exploring measures to force member states to remove Huawei and ZTE equipment from telecom networks, potentially pressuring non-EU countries by withholding funding for projects using Huawei technology [1][3]. Group 1: EU's Actions and Proposals - The European Commission's Executive Vice President, Margrethe Vestager, aims to upgrade the 2020 recommendation to stop using "high-risk suppliers" into legally binding regulations [1]. - If the proposal becomes law, non-compliance by member states could lead to infringement lawsuits and economic penalties [1][4]. - The EU is increasingly focused on the risks posed by Chinese telecom equipment manufacturers amid rising tensions in trade and politics with China [3]. Group 2: Industry Reactions and Implications - Following the news, shares of Nokia and Ericsson saw significant increases, with Nokia rising by 5% and Ericsson by 3.7% [4]. - There is a growing trend in Europe to impose stricter restrictions on Chinese suppliers, with countries like Germany and Finland considering similar measures [4]. - The inconsistency in EU member states' approaches to Huawei creates significant security risks, according to hawkish voices within the EU [4]. Group 3: Counterarguments and Responses - China has strongly opposed the EU's claims of security risks associated with Huawei and ZTE, arguing that these companies have operated in Europe for years without compromising security [5][9]. - Spain has defended its contract with Huawei, stating it poses no security risks and complies with national security standards [8][9]. - Huawei criticized the EU's designation of it as a "high-risk supplier," claiming it lacks legal basis and violates free trade principles [9].