从中证科技传媒通信150指数持仓样本的行业来看，信息技术占比82.00%、通信服务占比18.00%。 数据统计显示，中证科技传媒通信150指数近一个月上涨10.92%，近三个月上涨13.82%，年至今上涨 9.03%。 据了解，中证科技传媒通信150指数从业务涉及科技、传媒、通信产业的上市公司证券中，选取150只市 值较大、成长性较好的上市公司证券作为指数样本。该指数以2011年06月30日为基日，以1000.0点为基 点。 从指数持仓来看，中证科技传媒通信150指数十大权重分别为：立讯精密（4.06%）、中芯国际 （3.74%）、新易盛（3.64%）、中际旭创（3.28%）、京东方A（3.13%）、北方华创（3.0%）、海光 信息（2.76%）、寒武纪（2.62%）、科大讯飞（2.35%）、中兴通讯（2.31%）。 从中证科技传媒通信150指数持仓的市场板块来看，深圳证券交易所占比57.27%、上海证券交易所占比 42.73%。 金融界7月16日消息，上证指数低开震荡，中证科技传媒通信150指数 (科技传媒通信150，H30318)下跌 0.36%，报2020.14点，成交额1739.25亿元。 资料显示， ...

Core Viewpoint - Nanjing government is focusing on the development of the embodied intelligent robotics industry through a comprehensive action plan for 2025-2027, emphasizing the need for resource integration and innovation to enhance industry scale and application scenarios [1] Group 1: Policy and Regulatory Framework - The meeting highlighted the importance of enhancing legal awareness among various departments to create a fair competitive market environment for private enterprises [1] - There is a commitment to implement policies that promote the development of the private economy, with a focus on understanding and addressing the needs of enterprises [1] Group 2: Development Action Plan - The "Nanjing Embodied Intelligent Robotics Industry Development Action Plan (2025-2027)" was reviewed, aiming to seize development opportunities and integrate resources to foster quality enterprise cultivation and key project attraction [1] - The plan emphasizes the need to accelerate the aggregation of enterprise entities and enhance the scale of the industry while focusing on core product development and application scenario expansion [1] Group 3: Innovation and Technology - The meeting discussed the promotion of the new generation of information and communication industry, stressing the importance of focusing on key areas for major technological breakthroughs [1] - There is a call for achieving more original and disruptive results, enhancing the deep integration of the innovation chain and industry chain, and accelerating the transformation and application of technological achievements [1]

Core Insights - The report analyzes the operational status and future trends of the global optical fiber collimator industry from 2025 to 2031 [1] Industry Overview - The report defines the product and categorizes the optical fiber collimators by type and application, including single-mode and multi-mode [3][4] - It provides a comprehensive analysis of the current development status of the optical fiber collimator industry, highlighting key characteristics and influencing factors [4][10] Market Share and Rankings - The report details the market share and rankings of major companies in the optical fiber collimator market over the past three years, both by sales volume and revenue [4][10] - It includes projections for the market share of leading companies in 2024 [10] Supply and Demand Analysis - The report forecasts the supply and demand situation for optical fiber collimators globally from 2020 to 2031, including production capacity, output, and utilization rates [5][6] - It also analyzes the production and market demand trends specifically for the Chinese market [5][6] Regional Market Analysis - The report examines the market size and growth rates of optical fiber collimators across different regions, including North America, Europe, China, Japan, Southeast Asia, and India [5][6][9] - It provides insights into the sales revenue and market share for these regions from 2020 to 2025, along with forecasts for 2026 to 2031 [5][6][9] Competitive Landscape - The report identifies major manufacturers in the optical fiber collimator industry, detailing their production bases, sales regions, and market positions [5][6] - It includes a competitive analysis of the industry, focusing on market concentration and competition levels among top manufacturers [5][6][10] Product and Application Analysis - The report analyzes the sales and revenue of different types of optical fiber collimators and their applications, providing market share data and forecasts [6][9] - It highlights the trends in pricing for various product types and applications from 2020 to 2031 [6][9] Industry Development Environment - The report discusses the development trends and key driving factors of the optical fiber collimator industry, including a SWOT analysis of Chinese enterprises [8][9] - It also reviews the policy environment affecting the industry in China [8][9]

投资者关系活动记录表 编号：2025-004 证券代码：300394 证券简称：天孚通信 | 投资者关系活动 | □特定对象调研 | □分析师会议 | | --- | --- | --- | | 类别 | □ 媒体采访 | □业绩说明会 | | | □ 新闻发布会 | □路演活动 | | | □ 现场参观 | | | | 其他（线上通讯会） | | | 参与单位名称 | Blackrock、Point 72、白犀基金、百年保险、宝盈基金、贝莱德基金、 | | | （排名不分先 | 博道基金、博时基金、财通基金、财通资管、常春藤资产、晨曦投资、 | | | 后） | 诚熠投资、冲积资产、大成基金、大家资产、德邦基金、东方阿尔法基 | | | | 金、东方红、东吴基金、方正自营、复胜资产、赋格投资、富国基金、 | | | | 高毅、歌斐资产、光大保德信基金、光大永明资产、广发基金、国联基 | | | | 金、国寿养老、国泰基金、国投瑞银、海富通基金管理有限公司、海通 | | | | 资管、禾其投资、宏利基金、华安基金、华宝基金、华泰柏瑞、华泰保 | | | | 兴、华泰资产、华夏基金、汇丰晋信、汇添富、混沌投资 ...

证券研究报告 | 2025年6月8日 估值周观察(6月第2期) 小盘成长、TMT估值扩张幅度较大 策略研究 · 专题报告 证券分析师：王开 021-60933132 wangkai8@guosen.com.cn S0980521030001 证券分析师：陈凯畅 021-60375429 chengkaichang@guosen.com.cn S0980523090002 请务必阅读正文之后的免责声明及其项下所有内容 核心观点 请务必阅读正文之后的免责声明及其项下所有内容 • 近一周（2025.6.2-2025.6.6）海外市场整体上涨，估值温和扩张。整体延续上涨趋势，仍是韩国市场最突出，韩国综合指数和 KOSPI50指数分别上涨4.24%和5.04%；美国主要指数涨幅均在1%-2%；香港市场本周明显反弹，主要指数涨幅约为2%。仅日本市场 整体回调。估值方面，整体温和扩张。英国富时100和法国CAC40指数分别小幅上涨0.75%、0.68%，但PE分别收缩0.47x和0.67x；韩 国综合指数显著上涨，但PE缩小0.5x，盈利有所修复。德国DAX指数PE扩张幅度最大，达到1.35x，不同统计口径下的估值分位数均 ...

中国卫通集团股份有限公司 二〇二五年五月 中国卫通集团股份有限公司 序号 议案名称 中国卫通集团股份有限公司关于与航天科技财务有限责任公司关联交 易预计及继续执行金融服务协议的议案 监票工作） （五）对上述议案进行表决 （六）会议结束 议案一 中国卫通 2024 年年度报告 各位股东： 根据中国证监会《公开发行证券的公司信息披露内容与 格式准则第 2 号——年度报告的内容与格式》《上海证券交 易所股票上市规则》等有关规定，公司本着诚信、公开、负 责的原则，真实、准确、完整地编制了公司 2024 年年度报 告。 立信会计师事务所（特殊普通合伙）对 2024 年度报告 中的财务会计报告进行了审计，并出具了标准无保留意见的 审计报告。 公司 2024 年年度报告于 2025 年 3 月 31 日经第三届董 事会第十七次会议审议通过，并于 2025 年 4 月 2 日在上海 证券交易所网站和《上海证券报》《中国证券报》上进行了 披露。 提请股东大会审议。 议案二 中国卫通关于 2025 年度日常经营性关联交易的议案 各位股东： 由于公司的业务特点和发展需要，公司及子公司在采购 和销售方面将与公司控股股东中国航天科技集 ...