通信概念股早盘走低，新易盛、天孚通信跌超5%，中际旭创、工业富联跌超4%。 受盘面影响，5G、通信相关ETF跌约3%。 | 代码 | 类型 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 515880 | 王 通信ETF | 2.769 | -0.100 | -3.49% | | 159583 | 主 通信设备ETF | 2.189 | -0.079 | -3.48% | | 159811 | 主 5G50ETF | 2.203 | -0.069 | -3.04% | | 159994 | 5GETF 主 | 1.761 | -0.053 | -2.92% | | 515050 | 主 5G通信ETF | 2.156 | -0.065 | -2.93% | 有券商表示，AI可能是自云计算以来最大的产业机会。从硬件层面看，除GPU保持较快增速之外，ASIC可能在明年成为第二增长引擎，北美 算力产业链条业绩有望在后续几个季度保持较高增速。从需求端看，北美云厂商云收入增长和资本开支投入形成共振，人工智能闭环清晰，发 展仍处上升通道。 （文章来源：每日经济 ...

（文章来源：每日经济新闻） 每经AI快讯，10月31日，算力硬件股多股下挫，中际旭创、新易盛、胜宏科技跌超4%，天孚通信、剑 桥科技、生益电子跟跌。 ...

格隆汇10月31日｜中际旭创跌逾4%，成交额突破100亿元。 ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 科创50指数一度跌超2.5%，创业板指跌超1%。新易盛、中际旭创跌超6%。 ...

Group 1: Company Announcements - Huayi Technology plans to issue H-shares and list on the main board of the Hong Kong Stock Exchange [1] - Changjiang Communication intends to invest approximately 450 million yuan in the "DIAIS Intelligent Equipment R&D and Production Base Project" [1] - Konggang Co., Ltd. has won a contract for the renovation of the Beiguang Communication factory, valued at approximately 91.72 million yuan [1] - Angli Education's Daoyao Culture plans to acquire 100% equity of Shanghai Leyou for 38 million yuan [1] - Tangshan Port expects to achieve a cumulative cargo throughput of 200.7 million tons this year, a year-on-year increase of 3.9% [1] Group 2: Financial Performance - Saisir reported a net profit of 5.312 billion yuan for the first three quarters, a year-on-year increase of 31.56% [2] - Bull Group's net profit for the third quarter was 919 million yuan, a year-on-year decrease of 10.29% [2] - Lixun Precision expects a net profit of 16.518 billion to 17.186 billion yuan in 2025, an increase of 23.59% to 28.59% year-on-year [2] - Zhongji Xuchuang reported a net profit of 7.13 billion yuan for the first three quarters, a year-on-year increase of 90.05% [2] Group 3: Shareholding Changes - Ruisheng Intelligent plans to reduce its shareholding by no more than 3% [2] - Saiwei Microelectronics' Vice President and Weihe Investment plan to reduce their holdings by no more than 1% [3] - Weidao Nano's executive Zhou Ren intends to reduce his holdings by no more than 378,700 shares [3] Group 4: Other Developments - Air China plans to raise no more than 20 billion yuan through a private placement to its controlling shareholder and related parties [3] - Suneng Co., Ltd. has completed the commissioning of the Ulagai 2 unit (1000MW) investment project [3]

人民财讯10月31日电，中际旭创（300308）10月30日在机构电话会议上表示，随着客户需求和订单旺 盛，公司积极准备芯片等核心物料、扩建国内和海外产能，为2026—2027年的大规模订单交付做好相应 准备。 ...

扬子晚报网10月31日讯(记者范晓林)今天是周五，昨天时空科技（605178）7连板，亚士创能 （603378）5连板，瑞尔特（002790）、合富中国（603122）、德龙汇能（000593）3连板，常铝股份 （002160）、格尔软件（603232）6天4板。沪指失守4000点。沪深两市成交额2.42万亿，较上一个交易 日放量1656亿。盘面上，市场热点较为杂乱，全市场4100只个股下跌。板块方面，能源金属、钢铁、量 子科技、电池等板块涨幅居前。 A.利好精选 美股三大指数集体收跌，纳指跌1.57%，标普500指数跌0.99%，道指跌0.23%。Meta跌超11%，为三年 以来最大单日跌幅，创6月份以来新低。特斯拉跌超4%，亚马逊跌逾3%，微软、英伟达跌超2%，奈飞 跌超1%；谷歌涨超2%，苹果小幅上涨。临床阶段生物技术公司Metsera Inc.(MTSR)大涨超22%，创上市 以来新高。美股数字货币概念股下跌，嘉楠科技跌超9%，Coinbase Global、MARA Holdings跌超5%。 佰维存储(688525.SH)发布2025年第三季度报告，第三季度营收为26.63亿元，同比增长68.06 ...

Core Insights - The A-share market's Q3 2025 reports reveal significant growth across multiple industries, with notable reversals in performance for some sectors, particularly electronics, non-ferrous metals, and energy storage [1] Electronics Industry - The electronics sector, led by major player Industrial Fulian, reported a revenue of 603.93 billion yuan for the first three quarters, marking a 38.4% year-on-year increase, and a net profit of 22.49 billion yuan, up 48.52% [2] - AI-driven demand has significantly boosted growth in various electronic applications, including servers and communication devices, with companies like Zhongji Xuchuang and Xinyi achieving revenue increases of 44.43% and 221.7% respectively [2] - PCB companies also showed strong performance, with Shengyi Electronics reporting a staggering 497.61% increase in net profit [2] Non-Ferrous Metals Industry - The non-ferrous metals sector experienced substantial growth due to rising product prices and increased downstream demand, with several rare earth companies reporting over 100% growth in net profit [4] - For instance, Shenghe Resources achieved a net profit growth rate of 748.07%, driven by favorable market conditions and effective management strategies [4] - Other companies like Zijin Mining and Baiyin Nonferrous Metals also reported significant revenue increases, with Zijin Mining's revenue reaching approximately 254.2 billion yuan, up 10.33% [4] Energy Storage Industry - The energy storage sector is witnessing robust demand, with global lithium battery storage installations exceeding 170 GWh, reflecting a 68% year-on-year growth [5] - Companies like Sungrow Power reported a revenue of 66.40 billion yuan, up 32.95%, with a notable 70% increase in energy storage shipments [6] - Kelu Electronics also experienced growth, with a revenue increase of 23.42% and a net profit surge of 251.1%, highlighting the expanding applications and technological advancements in the energy storage market [6]

PCB领域，包括沪电股份、胜宏科技、生益电子在内的多家上市公司均实现了较高的业绩增长。其中， 生益电子前三季度实现归母净利润11.15亿元，同比增长497.61%。 ● 本报记者 孟培嘉 A股2025年三季报披露收官。记者梳理三季报发现，多个行业增长态势得到进一步确认，部分行业第三 季度业绩实现反转。其中，电子、有色金属、储能等多个细分领域上市公司在下游需求带动下，业绩表 现亮眼。 AI带动电子行业 今年前三季度，电子行业巨头工业富联在较高的业绩基础上交出了一份高增长的"答卷"——前三季度实 现营收6039.31亿元，同比增长38.4%；归母净利润为224.87亿元，同比增长48.52%。 "云计算业务增长主要受益于超大规模数据中心用AI机柜产品的规模交付及AI算力需求的持续旺盛，通 信及移动网络设备业务同样得到了AI智能终端新品的带动。"工业富联在三季报中表示。 从服务器到交换机等应用端设备，从PCB到光模块、高速通讯线缆等电子器件，AI给电子行业公司带来 了显著的增长。 例如光模块领域，中际旭创前三季度实现营收250.05亿元，同比增长44.43%；归母净利润为71.32亿 元，同比增长90.05%。新易 ...

| | | 10月30日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | H股 | 华依科技 | 拟发行H股股票并在香港联交所主板上市 | | 签约项目 | 长江通信 | 拟投资约4.5亿元建设"迪爱斯智能设备研发生产基地项目" | | 合同中标 | 空港股份 | 中标约9171.68万北广通信厂房装修改造工程 | | 股权转让 | 昂立教育 | 道遥文化拟以3800万元收购上海乐游100%股权 | | 经营数据 | 唐山港 | 本年累计预计完成货物吞吐量20070万吨 同比增长3.9% | | 业绩 | 赛力斯 | 前三季度净利润为53.12亿元,同比增长31.56% | | 增减持 | 瑞晟智能 | 瑞合晟拟减持不超3%股份 | | 其他 | 中国国航 | 拟向控股股东及关联方定增募资不超200亿元 | | | 苏能股份 | 募投项目乌拉盖#2机组(1000MW)投产 厨房隆汇 | 【H股】 华依科技(688071.SH)：拟发行H股股票并在香港联交所主板上市 【项目投资】 长江通信(600345.SH)：拟总投资额约4.5亿元建设"迪爱斯智能设备研发生产 ...