通过所选区间该基金净值增长率分位图，可以观察该基金与同类基金业绩比较情况。图为坐标原点到区间内某时点的净值增长率在同类基金中的分位数。 AI基金兴业国企改革混合A（001623）披露2025年四季报，第四季度基金利润241.87万元，加权平均基金份额本期利润0.0433元。报告期内，基金净值增长 率为1.67%，截至四季度末，基金规模为1.44亿元。 该基金属于灵活配置型基金。截至1月21日，单位净值为2.65元。基金经理是刘方旭，目前管理的4只基金近一年均为正收益。其中，截至1月21日，兴业睿 进混合A近一年复权单位净值增长率最高，达30.97%；兴业龙腾双益平衡混合最低，为9.16%。 基金管理人在四季报中表示，2026年一季度，A股市场有望延续震荡上行趋势。下一阶段，本基金将精选估值合理的价值类和顺周期类资产作为基础配置， 力争通过精选个股来实现稳定收益。 截至1月21日，兴业国企改革混合A近三个月复权单位净值增长率为1.42%，位于同类可比基金1074/1286；近半年复权单位净值增长率为8.07%，位于同类可 比基金986/1286；近一年复权单位净值增长率为15.52%，位于同类可比基金997/1 ...

Investment Rating - The report maintains an "Overweight" rating for the communication industry, expecting it to outperform the market index by more than 10% over the next six months [2]. Core Insights - The communication industry index has shown a cumulative increase of 1.61% over the past two weeks (January 9 to January 22), outperforming the CSI 300 index by 1.91 percentage points, ranking 21st among 31 primary industries [4][11]. - The report highlights that the current period is critical for verifying the performance of various sectors and companies as annual earnings forecasts are being disclosed. It emphasizes the importance of monitoring key industry players' performance guidance and order progress, which will provide strong support for valuations [4][40]. - The communication industry is entering a phase of technological iteration and policy benefits, with new growth drivers expected from AI, quantum communication, and low-altitude economy sectors. The recovery of cellular IoT modules and ongoing construction of communication facilities like base stations and data centers are anticipated to create new demands for devices, equipment, and service operations [4][40]. Summary by Sections 1. Communication Industry Market Review - The communication sector has seen a 2.48% increase in January, outperforming the CSI 300 index by 0.45 percentage points [11]. - The six sub-sectors of the communication industry have varied performance, with the highest increase in the communication application value-added services sector (+11.59%) and the lowest in communication terminal and accessories (-1.64%) [16][19]. 2. Industry News - IDC predicts that by 2030, the number of AI agents will reach 2.216 billion, representing a compound annual growth rate of 139% [17]. - China Mobile has established a special office for computing power strategy, marking a significant organizational adjustment [18][20]. - The Ministry of Industry and Information Technology reports that AI has penetrated over 70% of business scenarios in leading smart factories [21]. 3. Company Announcements - Tianfu Communication expects a net profit increase of 40%-60% for 2025, driven by the growth in AI and data center construction [24]. - Changxin Bochuang anticipates a net profit increase of 344%-413% for 2025, fueled by demand in data communication products [25]. - Yilian Network forecasts a slight decline in net profit for 2025, while Huace Navigation expects a growth of 14.84%-18.27% [26][27]. 4. Industry Data Updates - As of November 2025, the mobile phone user base reached approximately 1.828 billion, a year-on-year increase of 2.20% [28]. - The length of optical cable lines reached about 74.44 million kilometers by Q3 2025, with a year-on-year growth of 3.63% [31]. - The total number of 5G base stations reached 4.83 million by November 2025, with a net increase of 579,000 from the previous year [37]. 5. Communication Sector Outlook - The report suggests focusing on companies that align with the themes of "technology commercialization, policy catalysis, and earnings certainty," highlighting firms such as China Mobile, China Telecom, ZTE, and Longfly Fiber [40][41].

Group 1 - The core viewpoint of the article is that China Mobile is expanding its business by selling insurance products in various regions, including Shanghai and Shandong [1] Group 2 - China Mobile's insurance offerings are being introduced in its service halls, indicating a strategic diversification of its business model [1] - The move into the insurance sector aligns with the company's efforts to enhance customer service and create new revenue streams [1] - This initiative reflects a broader trend of telecommunications companies diversifying into financial services to leverage their existing customer base [1]

1月22日，据广州市投资发展委员会办公室消息，2025年全市累计新引进产业项目3169个，预计投资总 额超5900亿元。其中，投资或产值/营收超十亿元的项目215个。内资项目投资总额在全省排名第一。推 动华星光电T8、藏粤直流等重大生产力骨干项目落户。 在深化与中央企业（央企）的战略合作方面，广州展现出前瞻性的谋划与主动作为。去年，广州主动谋 划央企在穗发展的"第二增长曲线"，推动中国通号智能科技、中海油销售总部项目等51个项目落户，与 中国商飞等6家企业签订战略合作协议，与中国移动共建产业生态。 外资利用方面，广州同样实现了量与质的双提升。2025年新设外资企业数量达1.1万家，同比增长 28.8%。实际利用外资251.9亿元人民币，同比增长9.1%。纵深拓展外资合作，推动巴斯夫在华140周年 节点与广州签订双中心协议，安利在华30周年节点增资扩产，汇丰银行全球培训中心运营，鹏瑞利、抖 音、TCL家电等成为外资入资的新增长点。 优异的引资成绩背后，是广州持续深化营商环境改革、系统性提升投资效能的坚实努力。去年，广州出 台《广州市进一步促进企业投资发展的若干措施（第一批）》，系统降低用地、审批等制度性交易成 ...

国家知识产权局信息显示，中移(苏州)软件技术有限公司、中国移动通信集团有限公司取得一项名 为"一种数据查询方法及装置、电子设备、存储介质"的专利，授权公告号CN116361311B，申请日期为 2021年12月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 天眼查资料显示，中移(苏州)软件技术有限公司，成立于2014年，位于苏州市，是一家以从事软件和信 息技术服务业为主的企业。企业注册资本317200万人民币。通过天眼查大数据分析，中移(苏州)软件技 术有限公司参与招投标项目5000次，财产线索方面有商标信息112条，专利信息2682条，此外企业还拥 有行政许可28个。 中国移动通信集团有限公司，成立于1999年，位于北京市，是一家以从事电信、广播电视和卫星传输服 务为主的企业。企业注册资本30000000万人民币。通过天眼查大数据分析，中国移动通信集团有限公司 共对外投资了54家企业，参与招投标项目5000次，财产线索方面有商标信息2218条，专利信息5000条， 此外企业还拥有行政许可50个。 ...

港股晨报 2026 年 1 月 23 日 国投证券（香港）有限公司 • 研究部 1. 国投证券国际视点：科技股分化与消费韧性的博弈，金 价逻辑重构 昨日，港股三大指数涨跌互现，其中，恒生指数涨 0.17%，国企指数跌 0.09%， 恒生科技指数涨 0.28%。大市成交金额 2,348.60 亿元，主板总卖空金额 353.83 亿元，占可卖空股票总成交额比率为 17.01%。南向资金北水方面，港股通交易 净流入 139.30 亿港元。港股通 10 大成交活跃股中，北水净买入最多的是盈富 基金 2800.HK、恒生中国企业 2828.HK、阿里巴巴 9988.HK；净卖出最多的是中 国移动 941.HK、腾讯 700.HK、华虹半导体 1347.HK。 板块方面，建材水泥板块显著上扬，其中，中国建材 3323.HK 涨 6.83%，海螺 水泥 914.HK 涨 5.38%，华润建材科技 1313.HK 涨 4.97%，华新水泥 6655.HK 涨 4.18%。根据国家统计局数据，2025 年全国累计水泥产量 16.93 亿吨，同比下 降 6.9%，降幅与 1-11 月持平，较去年同期收窄 2.6 个百分点，产量为 ...

中国移动通信集团有限公司，成立于1999年，位于北京市，是一家以从事电信、广播电视和卫星传输服 务为主的企业。企业注册资本30000000万人民币。通过天眼查大数据分析，中国移动通信集团有限公司 共对外投资了54家企业，参与招投标项目5000次，财产线索方面有商标信息2218条，专利信息5000条， 此外企业还拥有行政许可50个。 国家知识产权局信息显示，中移(苏州)软件技术有限公司、中国移动通信集团有限公司取得一项名 为"ETL数据处理方法、装置、电子设备和计算机存储介质"的专利，授权公告号CN116795907B，申请 日期为2022年6月。 天眼查资料显示，中移(苏州)软件技术有限公司，成立于2014年，位于苏州市，是一家以从事软件和信 息技术服务业为主的企业。企业注册资本317200万人民币。通过天眼查大数据分析，中移(苏州)软件技 术有限公司参与招投标项目5000次，财产线索方面有商标信息112条，专利信息2682条，此外企业还拥 有行政许可28个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 ...

国家知识产权局信息显示，中移（苏州）软件技术有限公司、中国移动通信集团有限公司取得一项名 为"基于量子计算的数据库调优方法、装置、介质及设备"的专利，授权公告号CN120804062B，申请日 期为2025年9月。 天眼查资料显示，中移（苏州）软件技术有限公司，成立于2014年，位于苏州市，是一家以从事软件和 信息技术服务业为主的企业。企业注册资本317200万人民币。通过天眼查大数据分析，中移（苏州）软 件技术有限公司参与招投标项目5000次，财产线索方面有商标信息112条，专利信息2682条，此外企业 还拥有行政许可28个。 中国移动通信集团有限公司，成立于1999年，位于北京市，是一家以从事电信、广播电视和卫星传输服 务为主的企业。企业注册资本30000000万人民币。通过天眼查大数据分析，中国移动通信集团有限公司 共对外投资了54家企业，参与招投标项目5000次，财产线索方面有商标信息2218条，专利信息5000条， 此外企业还拥有行政许可50个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 ...

Group 1 - The State Intellectual Property Office of China has granted a patent to China Mobile (Suzhou) Software Technology Co., Ltd. and China Mobile Communications Group Co., Ltd. for a "Message Queue System and its Operating Method, Device, Medium, and Product" with the authorization announcement number CN120856717B, applied on September 2025 [1] - China Mobile (Suzhou) Software Technology Co., Ltd. was established in 2014, located in Suzhou, primarily engaged in software and information technology services, with a registered capital of 317.2 million RMB [1] - The company has participated in 5,000 bidding projects, holds 112 trademark information, and has 2,682 patent information along with 28 administrative licenses [1] Group 2 - China Mobile Communications Group Co., Ltd. was founded in 1999, based in Beijing, primarily involved in telecommunications, broadcasting, and satellite transmission services, with a registered capital of 30 billion RMB [1] - The company has invested in 54 enterprises, participated in 5,000 bidding projects, holds 2,218 trademark information, and has 5,000 patent information along with 50 administrative licenses [1]

Core Viewpoint - The integration of digital economy and real economy is essential for promoting industrial internet innovation and serves as a key driver for new economic growth and productivity [1][2] Group 1: Infrastructure Development - Strengthening new infrastructure is crucial for supporting the integration of digital and real economies, focusing on core industrial needs [1] - Accelerating the deployment of 5G-A, ten-gigabit optical networks, and industrial computing networks to enhance network capabilities and adapt to industrial production [1] - Promoting the industrial internet platform to penetrate county-level parks and small and medium-sized enterprises (SMEs) to address inter-industry equipment connectivity and data barriers [1] Group 2: Empowering SMEs - Creating lightweight and modular public service platforms to lower the financial and technical barriers for digital transformation [1] - Guiding SMEs through comprehensive transformation diagnostics and empowerment to integrate digital technologies into production, research, and management processes [1] Group 3: Collaborative Ecosystem - Building a collaborative industrial ecosystem by partnering with universities and research institutions to tackle core technologies like industrial software and edge computing [2] - Establishing a comprehensive data security assurance system using technologies such as blockchain and encrypted transmission [2] - Collaborating with industries like engineering machinery and rail transportation to create industrial internet platforms and industry clusters, fostering a positive ecosystem of platform empowerment and application-driven innovation [2]