《公告全知道》每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收 购、业绩、解禁、高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前 寻找到投资热点，防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①华为+6G+商业航天+CPO+储能+低空经济！这家公司6G领域产品已小批量生产；②固态电池+数据中 心+数字经济+锂电池！这家公司签署450亿磷酸铁锂产品合同；③无人驾驶+国企改革！公司成为京东汽 车大客户业务供应商。 前言 ...

This story was originally published on Manufacturing Dive. To receive daily news and insights, subscribe to our free daily Manufacturing Dive newsletter. Dive Brief: Electronics maker Nokia announced on Nov. 21 that it has committed to spending $4 billion to expand its manufacturing and research and development capabilities in the United States. The funds will help the Finland-based company to accelerate innovation in artificial intelligence-ready technologies in mobile, fixed access, internet protocol, ...

Group 1 - The core viewpoint of the article highlights Xiaomi's recent advancements in 6G technology, including air interface optimization, native AI, and integrated sensing [1] - Xiaomi presented two 6G prototypes that passed IMT-2030 testing certification, showcasing their commitment to 6G development [1] - The "end-to-end AI wireless technology prototype verification system" was recognized as one of the "Top Ten Advances" by the Beijing 6G Laboratory [1] Group 2 - The company plans to increase investment in key technology research and standardization efforts related to 6G [1] - Xiaomi aims to drive the era of intelligent connectivity through its ongoing research and development in 6G [1]

Core Viewpoint - The company is actively developing new products and technologies in the communication industry, leveraging its expertise in electromagnetic shielding, thermal management, and base station antennas to meet customer demands [1] Group 1: Company Developments - The company is continuously aligning its product development with customer needs, focusing on new product development and technology reserves [1] - The company's products, including antenna resonators, base station antennas, special heat sinks, thermal materials, and electromagnetic shielding products, are applicable in 5G and 6G technologies [1] Group 2: Industry Trends - 6G communication technology is still in the exploratory research phase, and the company is committed to monitoring developments in this area [1] - The company aims to keep pace with industry technological advancements and provide products and solutions that adapt to industry development, enhancing its overall competitive advantage [1]

Market Overview - A-shares saw collective gains across the three major indices, with the Shanghai Composite Index up 0.05%, the Shenzhen Component Index up 0.37%, and the ChiNext Index up 0.31% [2][3] Sector Performance - The military, satellite navigation, low-altitude economy, AI applications, cloud computing, 6G, and e-commerce sectors showed active performance, while the lithium battery industry chain experienced a pullback, particularly in lithium mining stocks [3] - The military sector saw significant gains, with over 10 stocks hitting the daily limit up, including Jianglong Shipbuilding, Jiuzhiyang, China Shipbuilding Defense, and Guoji Precision [3][4] Stock Highlights - Notable gainers included Jiuzhiyang (+20.00%), Pingao Co. (+19.99%), and Jianglong Shipbuilding (+19.98%) [4] - The total trading volume in the Shanghai and Shenzhen markets was 1.73 trillion yuan, a decrease of 237.9 billion yuan from the previous trading day, with over 4,200 stocks rising [3] Capital Flow - Main capital inflows were observed in the media, aerospace, and automotive sectors, with net inflows into stocks like BlueFocus, 360, and Changcheng Military Industry [6] - Conversely, significant net outflows were noted in stocks such as Industrial Fulian, New Yisheng, and Zhongji Xuchuang [7] Institutional Insights - Huatai Securities indicated that the current market adjustment has begun to show signs of support, with expectations of improved overseas liquidity and reduced domestic funding pressure [8] - Galaxy Securities highlighted structural strengths in emerging industries amid economic transformation, with a narrowing decline in PPI potentially boosting corporate profit margins [8] - Xing Shi Investment noted that historical bull markets often experience pullbacks, attributing the current market adjustment primarily to valuation corrections, while maintaining a "slow bull" outlook for the A-share market [8]

A股三大股指11月24日集体高开。盘初快速下挫后，三大股指早盘震荡下行转跌。午后反转，三大股指直线拉升转涨，但尾盘出现了跳水。 社会服务涨幅居前，君亭酒店（301073）、实朴检测（301228）、中国高科（600730）、国脉科技（002093）等涨停或涨超10%，创业黑马 （300688）、豆神教育（300010）、安车检测（300572）等涨超4%。 石油石化高开低走领跌两市，和顺石油（603353）跌超5%，中国海油（600938）、中国石油（601857）、荣盛石化（002493）、中国石化 （600028）等跌超2%。 煤炭股跌幅靠前，安泰集团（600408）、美锦能源（000723）、晋控煤业（601001）等跌超2%，大有能源（600403）、中国神华（601088）等跌 超1%。 从盘面上看，军工、卫星导航、低空经济、AI应用、云计算、6G、电商概念股表现活跃；锂电池产业链再度回调，锂矿方向领跌；海南本地股走 弱。 至收盘，上证综指涨0.05%，报3836.77点；科创50指数涨0.84%，报1296.6点；深证成指涨0.37%，报12585.08点；创业板指涨0.31%，报2929.04 ...

Market Overview - A-shares saw collective gains across the three major indices, with the Shanghai Composite Index up 0.05%, Shenzhen Component Index up 0.37%, and ChiNext Index up 0.31% [3][4]. - The total trading volume in the Shanghai and Shenzhen markets was 1.73 trillion, a decrease of 237.9 billion from the previous trading day [8]. Sector Performance - The military industry sector experienced a significant surge, with over 10 stocks hitting the daily limit, including Jianglong Shipbuilding and Jiuzhiyang [5]. - Lithium mining stocks continued to adjust, with Shengxin Lithium Energy hitting the daily limit down, and other companies like Jinyuan Co. and Ganfeng Lithium also seeing notable declines [6]. Capital Flow - Main capital inflows were observed in sectors such as media, aerospace, and automotive, while semiconductor, electronics, and securities sectors experienced net outflows [9]. - Specific stocks that attracted net inflows included BlueFocus, 360, and Great Wall Military Industry, with inflows of 1.317 billion, 1 billion, and 842 million respectively [9]. Analyst Insights - Huatai Securities noted that the current market adjustment has begun to show signs of support, with expectations of improved overseas liquidity and reduced domestic funding pressure, leading to a healthier market environment [9]. - Galaxy Securities highlighted that structural highlights in emerging industries are becoming more prominent, with narrowing PPI declines expected to boost corporate profit margins, supporting a positive trend for A-shares [9]. - Xing Shi Investment pointed out that historical bull markets often experience corrections, attributing the current market pullback primarily to valuation adjustments, while anticipating a shift towards fundamental drivers as the market enters an earnings realization phase [10].

| 代码 | 名称 | 涨幅量 | 现价 | | --- | --- | --- | --- | | 300516 | 久之洋 | +20.00% | 58.32 | | 688227 | 品高股份 | +19.99% | 58.82 | | 300288 | 江龙船艇 | +19.98% | 26.90 | | 300681 | 晨曦航空 | +14.13% | 20.68 | | 300008 | 天海防务 | +13.13% | 9.22 | | 301327 | 北方长龙 | +12.42% | 17.68 | | 301286 | 侨源股份 | +11.97% | 36.30 | | 688243 | 国科军工 | +11.60% | 58.99 | | 300269 | 联建光电 | +10.88% | 5.81 | | 000070 | 特发信息 | +10.05% | 11.50 | | 200822 | 航大长峰 | +10.03% | 16.68 | | 002413 | 雷科防务 | +10.02% | 6.37 | | 600764 | 中国海防 | +10.02% | 33.61 | ...

在投资方向上，该基金以空天地海一体化通信网络建设为核心牵引，将聚焦中国信科集团六大核心产业板块——光通信、移动通信、光电子和集成电路、网 信安全和特种通信、智能化应用以及数据通信，并前瞻布局人工智能、卫星互联网、量子通信、第六代移动通信（6G）等前沿领域，助力武汉打造世界光 通信产业中心。 据介绍，作为高科集团首支央企产业链基金，信科产业投资基金总规模50亿元，将为深化央地协同、推动武汉产业高质量发展再添"强引擎"。 经济观察网 程久龙 实习生 雷宇 近期，2025中国5G+工业互联网大会在武汉光谷举办。经济观察网从大会现场获悉，由武汉高科国有控股集团有限公司（以 下简称"武汉高科集团"）参与发起设立的信科产业投资基金完成签约。 信科产业基金由武汉高科集团联合中国信科集团、湖北省铁路基金、武汉基金共同发起设立，依托中国信科集团旗下6家上市公司以及产业链上下游资源， 融合央企产业优势与地方资本效能，服务产业链"补链、延链、强链"。 （经济观察网 程久龙/文） ...

Core Viewpoint - US tech giants, including Apple, Amazon, Cisco, Meta, HP, and Intel, oppose the allocation of the 6 GHz band for mobile services, advocating instead for its use for Wi-Fi services [1][2]. Group 1: Spectrum Allocation and Auction - The US technology companies argue that the technical and commercial readiness for mobile services in the 6 GHz band is not established [2]. - The government has indicated that 400 MHz of frequencies in the 6 GHz band are available for auction, with 300 MHz expected to be available by 2030 and 500 MHz to be delicensed for low power applications, primarily Wi-Fi [5][6]. - Reliance Jio has requested that the entire 1200 MHz spectrum in the 6 GHz band be included in the upcoming auction, despite the government's decision to delicence 500 MHz for low power applications [5][6]. Group 2: Industry Responses and Concerns - Airtel has also requested a deferment of the 6 GHz band auction due to ecosystem readiness challenges, including device availability and network equipment [7]. - Qualcomm supports the deferment, emphasizing the importance of aligning with global standards and safeguarding India's 6G future [8]. - The Cellular Operators Association of India (COAI) opposes the delicensing of the 6 GHz band, arguing that it undermines quality of service and scalability for digital applications [9][10]. Group 3: Implications of Delicensing - COAI warns that delicensing any part of the 6 GHz band could permanently limit its use for licensed mobile broadband services, affecting India's long-term digital capacity [10]. - Concerns are raised that unlicensed Wi-Fi deployments by global OTT players could disadvantage local telecom operators and reduce government revenues [11].