新华社石家庄2月10日电 挑起一根直径0.011毫米的不锈钢微丝进行观察，需要用一个纤细的镊子在泛着 金属冷光的线圈上万分小心地拨弄，然后再缓缓置于高倍显微镜下观察。 0.011毫米，几乎是一根发丝的十分之一。这根即将用于高端光伏面板制造的微丝，曾经是河北省衡水 市安平县——"中国丝网之乡"难以跨越的技术高峰。 近年来，安平县通过"众筹科研+产业大脑+综合保障"组合拳，从技术研发、要素共享、政策保障三方 面提升传统产业，打造县域新质生产力。 破局之钥："众筹科研"辟新路 安平县鑫河金属丝网有限公司总经理李少秋有着这样的回忆： 曾经，全县有上万家丝网企业，涵盖21万从业人员，5.8万台织机日夜轰鸣。产业规模庞大却深陷"成长 的烦恼"，在很多老旧车间里，基于20世纪90年代技术改进的织机仍在运转，效率与精度难以满足高端 市场的需求。 "当时公司每年从国外进口近百吨高端丝材，成本高昂不说，还常常受制于人。我们也想搞研发，但单 个中小企业对高投入、高风险的技术攻关根本不敢冒进。"李少秋说。 转机，始于一场"破釜沉舟"的合作。 2024年10月，面对"0.011毫米不锈钢微丝生产"这一行业难题，安平县创新推出"众筹科研 ...

Group 1 - The Invesco Great Wall CSI National New Hong Kong Stock Connect Central Enterprise Dividend ETF (520990) closed at a gain of 0.86% with a trading volume of 116 million yuan on February 11 [1] - The fund was established on June 26, 2024, with an annual management fee of 0.50% and a custody fee of 0.10% [1] - As of February 10, 2025, the fund's latest share count was 5.766 billion shares, with a total size of 6.088 billion yuan, reflecting a 1.50% increase in shares and a 7.16% increase in size year-to-date [1] Group 2 - The current fund managers are Gong Lili and Wang Yang, with returns of 24.42% and 10.08% respectively during their management periods [2] - The latest report indicates that the top holdings of the fund include China National Offshore Oil Corporation, China Shenhua Energy, China Petroleum & Chemical Corporation, and China Mobile, among others [2] Group 3 - The top holdings and their respective weights in the fund are as follows: - China National Offshore Oil Corporation: 10.04% with a market value of 571 million yuan - China Shenhua Energy: 9.99% with a market value of 568 million yuan - China Petroleum & Chemical Corporation: 9.82% with a market value of 558 million yuan - China Mobile: 9.65% with a market value of 548 million yuan - China National Petroleum Corporation: 8.21% with a market value of 467 million yuan - COSCO Shipping Holdings: 5.74% with a market value of 326 million yuan - China Telecom: 4.76% with a market value of 270 million yuan - China Unicom: 3.14% with a market value of 179 million yuan - China Tower: 2.83% with a market value of 161 million yuan - China Merchants Bank: 2.07% with a market value of 118 million yuan [3]

Group 1 - A new company, Zhejiang Yipu Smart Technology Co., Ltd., has been established with a registered capital of 10 million RMB [1] - The legal representative of the company is Jin Peng, indicating a leadership structure [1] - The company's business scope includes research and development of intelligent robots, new material technology, and artificial intelligence application software [1] Group 2 - The shareholders of the company include Beijing Yipuhua Technology Co., Ltd. and China United Network Communications Group Co., Ltd. through its subsidiary Unicom Smart Network Technology Co., Ltd. [1]

来源：长安街知事微信公众号 何飚 资料 公开资料显示，何飚出生于1972年2月出生，湖南平江人，博士研究生，中共党员。他长期在中国联通 工作，曾任中国联通广东省分公司党委委员、副总经理，广东省分公司党委副书记、总经理，广东省分 公司党委书记、总经理兼任联通（广东）产业互联网有限公司董事长等职，2020年任中国联合网络通信 集团有限公司副总经理、党组成员。 2024年3月，何飚任中国移动通信集团有限公司董事、总经理、党组副书记，至此番履新。 国家广播电视总局是国务院直属机构，为正部级。主要职责包括贯彻党的宣传方针政策，拟订广播电 视、网络视听节目服务管理的政策措施，加强广播电视阵地管理，把握正确的舆论导向和创作导向等。 近日，国家广播电视总局官网信息更新显示，何飚已任国家广播电视总局副局长、党组成员。 图 ...

Group 1 - He Biao has been appointed as the Deputy Director and Party Member of the National Radio and Television Administration [1] - Prior to this role, He Biao served as the General Manager and Deputy Secretary of the Party Committee of China Mobile Communications Group Co., Ltd. [1] - He Biao has a background in various leadership positions within the telecommunications industry, including roles at China Unicom [1][3] Group 2 - He Biao was born in February 1972 and holds a doctorate in business administration [3] - His previous positions include Vice General Manager and Party Member of China United Network Communications Group Co., Ltd. [3] - He has also held significant roles in Guangdong Province, including General Manager and Party Secretary of China Unicom's subsidiaries [3]

Investment Rating - The communication industry is rated as "Cautiously Optimistic" with a focus on operators with sustained profit growth and enhanced network value, as well as companies benefiting from traffic growth and continuous technological innovation [6][41]. Core Insights - The communication sector experienced a decline of 6.73% from February 2 to February 6, 2026, underperforming the CSI 300 index by 5.39 percentage points [3][13]. - The sector's cumulative decline for 2026 is 1.63%, ranking it 27th among 30 sectors [3][14]. - The TTM PE ratio for the communication industry is 26.41, placing it in the 36.08 percentile [3][14]. - The smartphone market in China saw a total shipment of 307 million units in 2025, a year-on-year decrease of 2.4%, with 5G phones accounting for 86.9% of shipments [4][36]. - Global smartphone shipments grew by 2% in 2025, reaching 1.25 billion units, marking the highest level since 2021 [4][38]. Summary by Sections Communication Industry Market Review - The communication sector's performance was notably poor, with a significant drop in stock prices and a low ranking among other sectors [3][13]. - A total of 119 companies are listed in the communication sector, with 30 companies seeing stock price increases and 88 experiencing declines during the review period [3][14]. Industry News - As of December 2025, China has built 4.838 million 5G base stations, with internet penetration exceeding 80% [17]. - The number of internet users reached 1.125 billion, with a significant increase in generative AI users [17][20]. - The production of optical cables in China decreased by 5.3% in 2025, although the decline rate has slowed compared to previous years [20]. Weekly Focus: Consumer Electronics Data - The smartphone market in China is experiencing structural adjustments, with a notable decline in December 2025 shipments [5][40]. - Despite the overall decline, the proportion of 5G phones continues to rise, indicating a maturation of 5G technology [5][36]. Investment Recommendations - The report suggests a cautious optimism for the communication industry, emphasizing the importance of profit growth and technological innovation for future investments [6][41].

Market Performance - The Hang Seng Index closed at 27,027, up 1.76% with a year-to-date increase of 5.45% [1] - The Hang Seng Technology Index rose by 1.34% to 5,417, but is down 1.78% year-to-date [1] - The Shanghai Composite Index increased by 1.41% to 4,123, with a year-to-date rise of 3.89% [4] - The Dow Jones Index reached a new high, closing at 50,135, up 0.04% year-to-date [4] Currency Trends - The Renminbi Index is at 98.340, up 0.36% over the last month and 1.44% over the last six months [2] - The Euro to USD exchange rate is at 1.187, increasing by 1.98% in one month and 2.17% in six months [2] Commodity Prices - Brent crude oil is priced at $67.63 per barrel, up 7.71% in one month and 4.01% in six months [3] - Gold is priced at $5,022.91 per ounce, with an increase of 11.38% in one month and 50.27% in six months [3] - Silver has seen a significant rise of 117.60% over the last six months, currently priced at $81.85 per ounce [3] Company Financials - Hong Kong Telecom (06823) reported a 4% increase in EBITDA for the year ending December 31, 2025, with total revenue rising by 5% to HKD 36.553 billion [9] - The number of 5G plan users in Hong Kong Telecom's postpaid customer base exceeded 2 million, representing 60% of the total postpaid customers [10] - Local data service revenue grew by 6% to HKD 14.31 billion, contributing to a 3% increase in overall local telecom service revenue [10] Mortgage Insurance Trends - In January, new mortgage insurance applications in Hong Kong fell by 8.7% to 460 cases, the lowest since November 2018 [11] - The total amount of new mortgage insurance also decreased by 7.1% to HKD 2.36 billion [11] - The usage ratio of mortgage insurance has dropped to 12.1%, the lowest level since November 2019 [12] Economic Indicators - The New York Federal Reserve reported a decrease in one-year inflation expectations to 3.1% in January, down from 3.4% in December [13][14] - The Federal Reserve's outlook on the U.S. fiscal situation and economic growth remains optimistic, with expectations of a significant GDP growth boost due to tax policy changes [15]

何飚曾任中国联通广东省茂名分公司党委书记、总经理，广东省分公司人力资源部总经理，广州市分公 司党委书记、总经理，广东省分公司党委委员、副总经理，广东省分公司党委副书记、总经理，广东省 分公司党委书记、总经理兼任联通（广东）产业互联网有限公司董事长，中国联合网络通信集团有限公 司副总经理、党组成员，中国移动（600941）通信集团有限公司董事、总经理、党组副书记。现任国家 广播电视总局副局长、党组成员。 国家广播电视总局官网信息显示，何飚已任国家广播电视总局副局长、党组成员。 公开信息显示，何飚，1972年2月生，大学本科，工商管理博士，中共党员。 ...

情暖百姓·纾困 暖心，驻兴宁市 永和镇工作队开 展新春慰问活动 _南方+_南方 plus 新年伊始，暖意 浓浓。在马年春 节即将来临之 际，省地方志 办、广东联通驻 兴宁市永和镇工 作队联合永和镇 情溢于言表，朴 实的话语，道出 了群众最真切的 心声。 为确保关爱精准 到位，帮扶实打 实、不走过场， 驻永和工作队慰问困难家庭及儿童 工作队根据镇村 建档立卡数据细 致筛选，以困难 家庭、孤寡老 人、困难儿童等 为重点对象，做 到走访用心、帮 扶到位，把温暖 送到最需要的人 民身边，把民生 工作做细做实。 慰问中，工作人 党委政府及相关 部门，精心开 展"情暖百姓·纾 困暖心"走访慰 问活动，用心用 情关爱困难群 众，把党和政府 的关怀与温暖送 到群众心坎上， 以实际行动纾困 解难、助力乡村 振兴。 驻永和工作队慰问八十余岁的老党员、退役军人 "感谢党和政府 的好政策，一直 记挂着我们这些 困难群众，让我 们心里很温暖， 感谢你们！"一 位八十岁的老党 员（退役军人） 紧紧握住工作人 员的手，激动之 此次慰问活动， 不仅送去了慰问 物资，更为送去 了温暖的精神慰 藉，拉近了党和 人民的关系，增 强了群众的获得 感 ...

分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 晨会聚焦 资料来源：Wind,中原证券 -12% -5% 2% 9% 15% 22% 29% 36% 2025.02 2025.06 2025.10 2026.02 上证指数 深证成指 | 国内市场表现 | | | | | | --- | --- | --- | --- | --- | | 指数名称 | | 昨日收盘价 | 涨跌幅(%) | | | 上证指数 | | 4,128.37 | | 0.13 | | 深证成指 | | 14,210.63 | | 0.02 | | 创业板指 | | 2,022.77 | | -0.47 | | 沪深 300 | | 4,724.30 | | 0.11 | | 上证 50 | | 2,443.97 | | -0.52 | | 科创 | 50 | 891.46 | | 0.14 | | 创业板 50 | | 1,924.26 | | -0.67 | | 中证 100 | | 4,613.64 | | 0.04 | | 中证 500 | | 8,306.4 ...