从融资净买入金额来看，有15只个股获融资净买入超亿元。其中，三花智控、天孚通信、贵州茅台融资 净买入金额排名前三，分别获净买入7.79亿元、5.64亿元、4.25亿元。 格隆汇12月5日｜A股12月4日共有3738只个股获融资资金买入，有284股买入金额超亿元。其中，天孚 通信、三花智控、新易盛融资买入金额排名前三，分别获买入26.67亿元、24.06亿元、20.47亿元。 从融资买入额占当日总成交金额比重来看，有7只个股融资买入额占比超30%。其中双元科技、西力科 技、凤凰股份融资买入额占成交额比重排名前三，分别为44.12%、37.56%、33.9%。 ...

中国经济网北京12月5日讯（记者 何潇）今年前11月，全市场8099只（各类份额分开计算，下同）有可比业绩的混合型基金中，共有7886只基金净值上 涨，占比97.4%；有212只基金净值下跌，其余1只基金净值持平。 前11月共有10只混合型基金涨幅超过120%。其中，永赢科技智选混合发起A、C分别以191.71%、190.04%的收益率领涨。 永赢科技智选混合发起A/C成立于2024年10月30日，截至今年三季度末规模115.21亿元，截至2025年12月3日，其今年来收益率为197.78%、196.05%， 成立来收益率为237.68%、235.40%，累计净值为3.3768元、3.3540元。 在今年三季度，永赢科技智选混合发起A/C继续聚焦全球云计算产业链的投资。截至今年三季度末，其前十大重仓股为新易盛、中际旭创、天孚通信、 深南电路、沪电股份、生益科技、太辰光、澜起科技、仕佳光子、长芯博创。 永赢科技智选混合发起A/C的现任基金经理为任桀。任桀2018年加入永赢基金管理有限公司，历任TMT研究员、科技组组长。 另外8只前11月涨幅超过120%的混合型基金为恒越优势精选混合A、中航机遇领航混合发起A、中 ...

Core Points - The Tonghuashun New Quality 50 concept index rose by 0.98%, ranking third among concept sectors, with 29 stocks increasing in value [1] - Notable gainers included Tianfu Communication, Sanhua Intelligent Control, and Green Harmony, which rose by 7.88%, 7.51%, and 5.34% respectively [1] - The sector experienced a net inflow of 4.885 billion yuan, with 27 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflow [2] Market Performance - The top-performing concept sectors included Reducers (1.17%), National Big Fund Holdings (0.99%), and Tonghuashun New Quality 50 (0.98%) [2] - The worst-performing sectors included Hainan Free Trade Zone (-3.35%), Dairy Industry (-3.13%), and China Shipbuilding System (-2.42%) [2] Fund Flow Analysis - The leading stocks in terms of net inflow ratio were Sanhua Intelligent Control (18.31%), China Satellite Communications (10.70%), and Aerospace Electric (10.07%) [3] - Sanhua Intelligent Control led the net inflow with 2.652 billion yuan, followed by Tianfu Communication (700 million yuan) and Cambrian (631 million yuan) [2] Stock Performance - The top gainers in the Tonghuashun New Quality 50 concept included: - Sanhua Intelligent Control: 7.51% increase, 8.86% turnover rate, 2.65189 billion yuan net inflow [3] - Tianfu Communication: 7.88% increase, 8.38% turnover rate, 700.3665 million yuan net inflow [3] - Cambrian: 2.75% increase, 1.69% turnover rate, 630.7565 million yuan net inflow [3] - The top losers included: - Inspur Software: 8.70% decrease, 19.07% turnover rate, -438.958 million yuan net outflow [5] - Worth Buying: 2.55% decrease, 10.47% turnover rate, -513.395 million yuan net outflow [5]

Group 1 - The main point of the article highlights that on December 3rd, the main funds in the Shanghai and Shenzhen markets experienced a net outflow of 452.5 billion yuan, with the ChiNext board seeing a net outflow of 211.17 billion yuan and the CSI 300 index stocks a net outflow of 103.53 billion yuan [1] - Among the 25 declining industries, the media and computer sectors both fell over 2%, while real estate, retail, comprehensive, and defense industries also saw declines exceeding 1% [1] - Only two industries received net inflows from main funds, with the non-ferrous metals industry leading at 2.99 billion yuan, followed by the coal industry with over 45 million yuan [1] Group 2 - The stock N China Uranium saw a net inflow of 3.671 billion yuan, marking a significant increase of over 280% on its first trading day [2][3] - Tianfu Communication ranked second with a net inflow of 1.369 billion yuan, with its stock price rising over 7% [2][3] - BOE Technology Group had a net inflow of 1.084 billion yuan, the highest since June 15, 2022, driven by anticipated high operating rates and stable product prices [2] Group 3 - ZTE Corporation led the net outflow with 2.148 billion yuan, continuing a trend of outflows for two consecutive days [4][5] - Pingtan Development experienced a significant drop of 9.91%, with a net outflow of 1.825 billion yuan [4][5] - The semiconductor sector, represented by companies like Saiwei Electronics, saw a decline of over 19%, with a net outflow of 1.145 billion yuan [4][5] Group 4 - In the tail end of trading, the main funds saw a net outflow of 37.35 billion yuan, with the ChiNext board experiencing a net outflow of 14.66 billion yuan [6] - N China Uranium led the tail end net inflow with 274.15 million yuan, followed by Aerospace Development with 239.11 million yuan [6][7] - ZTE Corporation and Zhongji Xuchuang had significant tail end outflows of 2.23 billion yuan and 1.87 billion yuan, respectively [8][9]

Core Points - The total trading volume of the Shanghai and Shenzhen stock markets reached 1.55 trillion yuan on December 4, a decrease of approximately 121 billion yuan compared to the previous trading day [1] - The Shanghai stock market recorded a trading volume of 623.71 billion yuan, while the Shenzhen stock market had a trading volume of 925.25 billion yuan [1] - Sanhua Intelligent Control topped the trading volume with 14.48 billion yuan, followed by Zhongji Xuchuang, Aerospace Development, Xinyi Technology, and Tianfu Communication with trading volumes of 13.84 billion yuan, 12.64 billion yuan, 12.48 billion yuan, and 11.85 billion yuan respectively [1]

天孚通信成交额达100亿元，现涨7.65%。 ...

Core Viewpoint - The article discusses the performance of the ChiNext Artificial Intelligence ETF managed by Huaxia Fund, highlighting its recent market movements and returns since inception [1]. Group 1: ETF Performance - The ChiNext Artificial Intelligence ETF (159381) opened at a price of 1.659 yuan, experiencing a decline of 0.66% [1]. - The ETF's performance benchmark is the ChiNext Artificial Intelligence Index return [1]. - Since its inception on March 14, 2025, the ETF has achieved a return of 67.07%, with a recent one-month return of 1.26% [1]. Group 2: Top Holdings Performance - Key holdings in the ETF include: - Zhongji Xuchuang, which fell by 1.21% - Xinyi Sheng, which decreased by 1.61% - Tianfu Communication, which dropped by 1.89% - Xiechuang Data, which declined by 0.69% - Softcom Power, which increased by 0.09% - Quanzhi Technology, which fell by 0.02% - Shenxinfu, which rose by 0.43% - Beijing Junzheng, which decreased by 2.66% - Zhongke Chuangda, which dropped by 0.24% - Jingjiawei, which increased by 0.45% [1].

Investment Rating - The report maintains a "Recommended" rating for the communication industry, considering the sustained high prosperity of the sector driven by AI, 5.5G, and satellite communication developments [4][1]. Core Insights - The overall market performance for the week (November 24-30, 2025) saw the Shanghai Composite Index rise by 1.40%, the Shenzhen Component Index by 3.56%, and the ChiNext Index by 4.54%. The communication sector, represented by the Shenwan Communication Index, increased by 8.70% [1][9]. - Within the communication sector, the highest increase was observed in the communication network equipment and devices, which rose by 12.14%, while the lowest increase was in communication application value-added services, which rose by 3.56% [12][1]. - Notable individual stock performances included Guangku Technology with a 39.19% increase, Tongyu Communication at 39.06%, and TeFa Information at 34.07% [14][1]. Summary by Sections Weekly Market Overview - The communication industry index increased by 8.70% during the week [9]. - The communication network equipment and devices sub-sector had the highest increase at 12.14% [12]. - The majority of stocks in the communication sector experienced gains, with 89.52% of stocks rising [14]. News Highlights - Google has adjusted its 2027 TPU shipment expectations upward, indicating a positive outlook for the non-NV inference chip supply, which is expected to boost the overseas computing hardware chain [2]. - Alibaba's cloud revenue for Q2 FY2026 reached 398.24 billion yuan (approximately 55.94 billion USD), marking a 34% year-on-year growth, with AI-related product revenue achieving triple-digit growth for nine consecutive quarters [2][21]. - The establishment of the Commercial Space Administration in China is expected to enhance coordination and integration within the satellite industry, promoting high-quality development [2][20]. Key Company Announcements - Notable announcements from the communication sector include ongoing equity acquisitions and transfers by companies such as Unisplendour and Tianfu Communication [24][26].

（文章来源：证券日报） 证券日报网讯 12月3日，天孚通信在互动平台回答投资者提问时表示，截至2025年11月28日收盘，公司 股东人数为142309户（合并信用账户）。 ...

天孚通信12月3日大宗交易平台出现一笔成交，成交量2.00万股，成交金额346.90万元，大宗交易成交价 为173.45元。该笔交易的买方营业部为中信证券股份有限公司泉州温陵北路证券营业部，卖方营业部为 机构专用。 12月3日天孚通信大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营业部 | 卖方营 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 价（%） | | 业部 | | 2.00 | 346.90 | 173.45 | 0.00 | 中信证券股份有限公司泉州温陵 | 机构专 | | | | | | 北路证券营业部 | 用 | （文章来源：证券时报网） 进一步统计，近3个月内该股累计发生7笔大宗交易，合计成交金额为2112.75万元。 证券时报·数据宝统计显示，天孚通信今日收盘价为173.45元，上涨7.08%，日换手率为8.84%，成交额 为117.80亿元，全天主力资金净流入13.58亿元，近5日该股累计上涨10.51%，近5日资金合计净流入 18.19亿元。 两融数据显示，该股最新融资余 ...