（文章来源：证券日报） 证券日报网讯 2月3日，宜通世纪发布公告称，近日，中国铁塔电子采购平台发布了《中国铁塔股份有 限公司天津市分公司2026年-2029年综合代维服务项目中标候选人公示》，公司为标段四中标候选人， 整个服务周期中标规模合计10，716.50万元（含税）。 ...

宜通世纪（300310）(300310.SZ)公告，据《中国铁塔股份有限公司天津市分公司2026年-2029年综合代 维服务项目中标候选人公示》，公司为标段四中标候选人，整个服务周期中标规模合计1.07亿元(含 税)。 ...

流动性方面，截止2月3日，港股通红利ETF广发（520900）近20个交易日累计成交金额15.30亿元，日 均成交金额7651.89万元；今年以来，22个交易日，累计成交金额16.58亿元，日均成交金额7537.85万 元。 港股通红利ETF广发（520900）现任基金经理为霍华明、吕鑫。霍华明自2024年6月26日管理（或拟管 理）该基金，任职期内收益12.39%；吕鑫自2025年4月30日管理（或拟管理）该基金，任职期内收益 26.44%。 最新定期报告显示，港股通红利ETF广发（520900）重仓股包括中国海洋石油、中国神华、中国石油股 份、中国移动、中国石油化工股份、中远海控、中国电信、中国联通、中国铁塔、招商银行，持仓占比 如下。 来源：新浪基金∞工作室 2月3日，广发中证国新港股通央企红利ETF（520900）收盘涨1.34%，成交额8806.33万元。 港股通红利ETF广发（520900）成立于2024年6月26日，基金全称为广发中证国新港股通央企红利交易 型开放式指数证券投资基金，基金简称为广发中证国新港股通央企红利ETF。该基金管理费率每年 0.50%，托管费率每年0.10%。港股通红利ET ...

格隆汇2月3日丨宜通世纪（维权）(300310.SZ)公布，近日，中国铁塔电子采购平台发布了《中国铁塔 股份有限公司天津市分公司2026年-2029年综合代维服务项目中标候选人公示》，宜通世纪科技股份有 限公司为标段四中标候选人，整个服务周期中标规模合计10,716.50万元（含税）。 ...

宜通世纪2月3日公告，近日，中国铁塔电子采购平台发布了《中国铁塔股份有限公司天津市分公司 2026 年-2029 年综合代维服务项目中标候选人公示》，本公司为标段四中标候选人，整个服务周期中标 规模合计1.07亿元（含税）。 本项目公示期自2026年2月3日至2026年2月5日，公司尚未收到中标通知 书，能否最终签订合同尚存在一定的不确定性。 ...

证券研究报告 科技 重视供需反转下的光纤光缆板块 华泰研究 2026 年 2 月 02 日│中国内地 行业周报（第五周） 本周观点 市场方面，上周通信（申万）指数上涨 5.83%，同期上证综指下跌 0.44%， 深证成指下跌 1.62%。2026 年 1 月，中国 G.652.D 单模光纤价格创下近七 年来的新高，平均价格来到 35 元/芯公里以上。涨价主因行业供需格局发生 变化：1）需求端，全球 AI 数据中心与无人机对光纤需求高增，Meta 与康 宁新签 60 亿美金 AI 数据中心光缆大单；2）供给端，光纤上游关键物料光 纤预制棒产能或无法在短期内快速提升。综上，我们建议重点关注光纤光缆 板块的业绩增长与估值修复机遇。 周专题：全球下游需求高景气，重视光纤光缆板块 2026 年 1 月，中国市场 G.652.D 单模光纤价格创下近七年来的新高，平均 价格来到35元/芯公里以上。我们认为涨价主因行业供需格局发生重要变化： 1）需求端，全球 AI 数据中心对光纤需求高增，上周 Meta 与康宁签订 60 亿美金 AI 数据中心光缆大单，该订单体量与 25 年全年康宁光通信业务收入 相当，此外俄乌冲突影响下， ...

Group 1 - The core point of the article is that China Tower Corporation has applied for a patent related to a charging control method and device that utilizes both AC and DC inputs, which aims to enhance charging efficiency and reduce hardware costs [1]. Group 2 - The patent application, titled "A Charging Control Method and Device with Mixed AC and DC Input," was published under CN121440836A and was filed on October 2025 [1]. - The charging control method involves selecting control strategies based on external voltage signals and charging load information, optimizing the charging process for both AC and DC sources [1]. - The proposed solution allows the charging station to connect directly to both AC and DC energy storage without needing a PCS inverter, significantly reducing switching losses and hardware costs [1]. Group 3 - China Tower Corporation, established in 2014 and located in Beijing, primarily engages in civil engineering and construction [2]. - The company has a registered capital of approximately 1.76 billion RMB and has made investments in four enterprises, participated in 5,000 bidding projects, and holds 1,087 patents [2].

Group 1 - The Invesco Great Wall CSI National New Hong Kong Stock Connect Central Enterprise Dividend ETF (520990) closed down 3.88% on February 2, with a trading volume of 284 million yuan [1] - As of January 30, the latest share count for the ETF was 5.733 billion shares, with a total size of 6.060 billion yuan, reflecting a 0.92% increase in shares and a 6.67% increase in size year-to-date [1] - The ETF's average daily trading amount over the past 20 trading days was 248 million yuan, with a total trading amount of 5.165 billion yuan in 21 trading days this year [1] Group 2 - The current fund managers for the ETF are Gong Lili and Wang Yang, with returns of 25.65% and 11.16% respectively during their management periods [2] - The ETF's top holdings include China National Offshore Oil Corporation, China Shenhua Energy, China Petroleum & Chemical Corporation, and China Mobile, with respective holding percentages of 10.04%, 9.99%, 9.82%, and 9.65% [2][3] - The total market value of the top holdings includes 5.71 billion yuan for China National Offshore Oil Corporation and 5.68 billion yuan for China Shenhua Energy [3]

Core Viewpoint - The Hong Kong Stock Connect Dividend ETF (520900) has shown significant performance, with a notable increase in both share volume and profits, indicating strong investor interest in high-dividend assets amid a favorable economic environment [1][2][6]. Financial Performance - In Q4 2025, the Hong Kong Stock Connect Dividend ETF (520900) reported a profit of 48.31 million yuan, contributing to an annual profit of 228 million yuan for the year [2][4]. - The fund's share volume increased from 1.592 billion to 1.875 billion, marking a growth rate of 17.78% [2][4]. Market Trends - The demand for high-dividend assets is bolstered by the stable and continuous dividend policies of state-owned enterprises (SOEs), which are now key performance indicators for state-owned enterprises [6][13]. - The index tracking the ETF focuses on SOEs with stable dividend levels and high dividend yields, primarily in sectors like energy and telecommunications [7][9]. Sector Analysis - The top five sectors in the index include Oil & Petrochemicals (28.63%), Telecommunications (21.75%), Coal (11.80%), Transportation (10.47%), and Public Utilities (7.94%) [7]. - The top ten constituent stocks account for 66.88% of the index, featuring major players in the energy and telecommunications sectors [9][10]. Historical Performance - Since its inception, the index has achieved a cumulative return of 120.79%, outperforming the Hang Seng Index and the CSI Dividend Index [11][12]. - The dividend yield has increased significantly from 3%-4% in 2015 to 5%-9% in 2023-2025, reflecting the enhanced dividend capacity of SOEs [12]. Investment Outlook - Analysts suggest that the current market conditions may present a favorable window for investing in high-dividend assets, particularly through the Hong Kong Stock Connect Dividend ETF [13][14]. - The ETF provides a convenient entry point for investors looking to capitalize on stable returns and long-term value in the Hong Kong market [14].

电信股涨幅扩大，截至发稿，中国电信（601728）(00728)涨5.1%，报5.36港元；中国联通（600050） (00762)涨4.79%，报8.1港元；中国移动（600941）(00941)涨2.93%，报80.8港元。 消息面上，1月28日，国务院国资委改革局局长林庆苗在国新办新闻发布会上表示，将扎实做好新央企 组建和战略性重组。国务院国资委副主任庞骁刚则表示，国资央企将更大力度推进"AI+"专项行动，切 实当好我国智算基础设施的重要供给者、人工智能赋能千行百业的重要破题者、产业体系化布局的重要 组织者。 浙商证券（601878）本月初发布研报称，中央强调国企反内卷，利于运营商ARPU值企稳回暖。而险资 风险因子下调，有利于红利板块配置。该行认为，运营商板块当前位置股息投资价值凸显。在复杂宏观 环境背景下，运营商板块整体具备强盈利韧性+高股息属性，铸就安全边际。推荐中国移动、中国电 信、中国联通、中国铁塔、中国通信服务。 ...