（文章来源：每日经济新闻） 每经AI快讯，12月1日，商业航天概念快速走强，航天发展2连板，通宇通讯3连板，航天环宇、航天动 力、航天长峰、天宜新材、博云新材跟涨。 ...

每经AI快讯，12月1日，商业航天概念开盘活跃，雷科防务6天5板，通宇通讯3连板，顺灏股份2连板， 超卓航科涨超10%，航天发展、利君股份等多股高开。 （文章来源：每日经济新闻） ...

集合竞价阶段，上证指数小幅高开，开盘报3894.21点，涨约0.14%。太空算力、卫星互联网、天基互联 等热门板块开盘表现强势，平均涨幅达10.05%，市场做多情绪积极。12月1日，沪深京三市连板股开盘 情况一览: 晋级：金富科技（13天7板，食品包装概念）涨停晋级14天8板、雷科防务（5天4板，太赫 兹、军工信息化概念）涨停晋级6天5板、通宇通讯（2天2板，6G概念、铜缆高速连接概念）涨停晋级3 连板。 高开：茂业商业（4天4板，信托概念、西部大开发概念）高开9.92%、航天发展（11天7板，军 工信息化、军民融合概念）高开9.55%、睿能科技（2天2板，数字经济、智能家居概念）高开7.91%、 福建水泥（4天2板）高开4.54%、海南瑞泽（4天3板，海南自贸区、自由贸易港概念）高开4.1%、世联 行（6天3板）高开3.63%、国晟科技（20天11板，硅能源、HJT电池概念）高开2.33%、梅雁吉祥（3天2 板，水泥概念、新型城镇化概念）高开1.68%、赤天化（3天2板）高开1.44%、海欣食品（3天3板，预 制菜、人造肉概念）高开0.97%、梦天家居（8天6板，智能家居、工业互联网概念）高开0.94%、襄 ...

Group 1: Economic Indicators - In November, the Manufacturing Purchasing Managers' Index (PMI) rose to 49.2%, an increase of 0.2 percentage points from the previous month [1] - The Non-Manufacturing Business Activity Index decreased to 49.5%, down by 0.6 percentage points from the previous month [1] - The Composite PMI Output Index fell to 49.7%, a decrease of 0.3 percentage points compared to the previous month, indicating overall economic stability [1] Group 2: Company News - Tongyu Communication announced that its stock price had abnormal fluctuations, with a cumulative increase of over 20% in two consecutive trading days, but confirmed that there were no undisclosed significant matters [7] - Xiaomi Auto reported the opening of 17 new stores in November, bringing the total to 441 stores across 131 cities, with plans for 36 more stores in December [8] - Aorede plans to sign a comprehensive technical service agreement worth approximately 635 million yuan, aimed at enhancing its capabilities in providing computing power services [8] - ST Tianrui announced that its controlling shareholder is planning a change in control, leading to a temporary suspension of its stock trading [8] - China Shenhua's subsidiary successfully completed a 168-hour trial run of its power generation unit, with further expansions planned to enhance regional power supply [9] - Daqian Ecology's chairman resigned for personal reasons, with no impact on the board's operation or company management [9] Group 3: Market Trends - According to a report by Galaxy Securities, funds are shifting from high-valuation growth stocks to undervalued cyclical stocks and dividend assets, indicating a rising appeal for defensive sectors [10] - CITIC Construction Investment anticipates an early spring market rally, recommending investments in technology growth and resource sectors, with a focus on non-ferrous metals, AI, new energy, and innovative pharmaceuticals [11]

Market Overview - Jinfu Technology (003018) achieved a five-day consecutive rise, while Maoye Commercial (600828) saw a four-day consecutive rise. Hai Xin Food (002702) and Hai Wang Bio (000078) recorded three consecutive rises, and Meng Tian Home (603216) had six rises in eight days. The total market turnover was 1.59 trillion yuan, a decrease of 125.4 billion yuan from the previous day. Over 4,100 stocks in the market rose, with active sectors including titanium dioxide, dairy, and commercial aerospace. [1] Company Announcements - Tongyu Communication (002792) announced that its stock price had deviated by over 20% in the last two trading days, but confirmed that there were no undisclosed significant matters affecting its operations. The company stated that its recent operational status is normal and that there have been no major changes in the internal or external business environment. [2] - Rongji Software (002474) also reported a price deviation of over 20% in the last three trading days, confirming that its operational status is normal and that there are no undisclosed significant matters. [3] U.S. Market Performance - The Nasdaq Composite Index rose by 0.65%, with Intel experiencing a significant increase of 10%, marking its largest single-day gain since September 18. The three major U.S. indices collectively rose for the fifth consecutive day, with the Nasdaq up 4.91%, the Dow Jones up 3.18%, and the S&P 500 up 3.73%. Major tech stocks saw gains, including Meta (over 2%), AMD, Amazon, Netflix, and Microsoft (each over 1%). [4]

Group 1 - The company's stock price experienced an abnormal fluctuation, with a cumulative increase of over 20% in closing prices over two consecutive trading days (November 27 and 28, 2025) [1] - The board of directors confirmed that there are no undisclosed significant matters related to the company that could impact stock trading prices, and the company's operational status remains normal [1][2] - The company has verified that there are no major undisclosed matters or ongoing significant plans that require disclosure according to the Shenzhen Stock Exchange regulations [1][2] Group 2 - The board of directors stated that all previously disclosed information is accurate and does not require correction or supplementation [2] - The company emphasizes that it adheres to fair information disclosure practices and will continue to fulfill its disclosure obligations in accordance with relevant laws and regulations [3]

Company Focus - Enjie Co., Ltd. plans to acquire 100% equity of Zhongke Hualian, leading to a stock suspension [2] - Canadian Solar Inc. and its controlling shareholder plan to establish a joint venture to adjust their U.S. market operations [3] - Jiarong Technology intends to acquire 100% of Hangzhou Lanan, with stock resuming trading [3] Equity Changes - ST Tianrui's controlling shareholder is planning a change in control, resulting in stock suspension [4] Shareholding Changes & Buybacks - Shanghai Chuangtou intends to reduce its stake in Zhongwei Company by no more than 1% [5] Operations & Performance - China Shenhua's subsidiary successfully completed a 168-hour trial run of its power generation unit, transitioning to commercial operation [6] - Baillie Tianheng received a milestone payment of $250 million from Bristol-Myers Squibb for the iza-bren project [7] - Jiangxi Copper is in the informal offer stage to acquire shares of SolGold Plc [8] - Aorede plans to sign a 635 million yuan computing power procurement agreement [9] - Maiwei Bio's clinical research for 9MW1911 shows significant reductions in acute exacerbation rates for COPD patients [10] - Huayang Co. has launched a high-performance carbon fiber project with an annual production capacity of 200 tons [10] Financing & Capital Increase - Ganfeng Lithium plans to issue $100 million in exchangeable notes to the China-Africa Development Fund [11] Stock Price Fluctuations - Tongyu Communications confirmed normal operations amid stock price fluctuations [12] - Rongji Software reported normal operations despite stock price declines [13] Other - Xianglou New Materials' application for a specific stock issuance has been accepted by the Shenzhen Stock Exchange [15] - JinkoSolar received a prepayment of 220 million yuan for a fire incident at its battery workshop [15] - Dameng Data's general manager has had his detention lifted [15] - Dongpeng Beverage has received approval from the CSRC for its overseas listing [16]

如何看待本周科技板块反弹？ 证券研究报告/策略定期报告 2025 年 11 月 30 日 分析师：徐驰 执业证书编号：S0740519080003 Email：xuchi@zts.com.cn 分析师：张文宇 执业证书编号：S0740520120003 Email：zhangwy01@zts.com.cn 相关报告 1、《重视科技资金动能增强的信号》 2025-11-29 2、《A H 股市场周度观察（11 月第 4 周）》2025-11-29 3、《12 月金股报告》2025-11-27 报告摘要 一、如何看待本周科技板块反弹？ 本周市场热点集中在 TMT 等科技板块，科技板块在超跌背景下迎来反弹，通信设备、 电子元件、游戏、消费电子等领涨两市。通信、电子、传媒行业周度涨幅分别达到 8.70%、6.05%、4.23%，均已收复上周跌幅，其中通信已强势接近 10 月底高点。 在申万二级行业中，通信设备、电子元件、游戏、消费电子尤其强势，周涨幅均在 5%以上。光模块 CPO、光芯片、光通信、光电路交换机 OCS、6G 等多个通信主题 指数涨幅超过 10%。光库科技、通宇通讯、特发信息等产业链个股单周涨超 30% ...

Core Viewpoint - The stock price of Tongyu Communication has experienced an abnormal fluctuation, with a cumulative increase of over 20% in closing prices over two consecutive trading days (November 27 and November 28, 2025) [1] Summary by Relevant Sections - **Stock Price Movement** - The company's stock price has shown a significant increase, leading to a notification of abnormal trading activity as per Shenzhen Stock Exchange regulations [1] - **Company Verification** - The board of directors has verified that there are no corrections or supplements needed for previously disclosed information [1] - No recent media reports have been found that could significantly impact the company's stock price [1] - **Operational Status** - The company's operational status remains normal, with no significant changes in the internal or external business environment [1] - There are no undisclosed significant matters involving the company, its controlling shareholders, or actual controllers [1] - **Trading Activity** - During the period of abnormal stock price fluctuation, the controlling shareholders and actual controllers did not engage in buying or selling the company's stock [1]

股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 广东通宇通讯股份有限公司（以下简称"公司"）股票交易价格连续两个交 易日内（2025 年 11 月 27 日、2025 年 11 月 28 日）收盘价格涨幅偏离值累计超 过 20%。根据《深圳证券交易所交易规则》的相关规定，属于股票交易异常波 动的情况。 二、公司关注并核实情况的说明 证券代码：002792 证券简称：通宇通讯 公告编号：2025-079 广东通宇通讯股份有限公司 4、经核查，公司、控股股东、实际控制人不存在关于公司的应披露而未披 露的重大事项，也不存在处于筹划阶段的重大事项； 5、控股股东、实际控制人在股票交易异常波动期间不存在买卖公司股票的 情形。 三、是否存在应披露而未披露信息的声明 公司董事会确认，公司目前没有任何根据《深圳证券交易所股票上市规则》 等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协 议等；董事会也未获悉公司有根据《深圳证券交易所股票上市规则》等有关规定 应予以披露而未披露的、对公司股票交易价格产生较 ...