分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 晨会聚焦 资料来源：聚源，中原证券研究所 -12% -5% 2% 9% 16% 22% 29% 36% 2025.03 2025.07 2025.11 2026.03 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 | | 3,889.08 | -1.09 | | 深证成指 | | 13,606.44 | -1.41 | | 创业板指 | | 2,022.77 | -0.47 | | 沪深 | 300 | 4,477.53 | -1.32 | | 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 | 4,361.06 | -1.37 | | 中证 | 500 | 7,642.13 | -1.62 | | 中证 | 10 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 就 因 本 公 告 全 部或任何部分內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 CHINA MOBILE LIMITED 中國移動有限公司 （根據公司條例在香港註冊成立之有限公司） 股份代號：941（港幣櫃台）及 80941（人民幣櫃台） 海外監管公告 2025年年度報告摘要 本公告乃中國移動有限公司（「本公司」）根 據《香 港 聯 合 交 易 所 有 限 公 司 證 券 上 市 規 則》第13.10B條 而 作 出。 茲提述本公司在上海證券交易所網站刊登的《中 國 移 動 有 限 公 司2025年年度報 告 摘 要》，僅 供 參 考。 承董事會命 中國移動有限公司 陳忠岳 董事長 香 港，2026 年3月26日 本 公 告 中 所 包 含 的 前 瞻 性 陳 述 不 構 成 亦 不 應 視 為 本 公 司 作 出 的 承 諾。這 些 前 瞻 性 陳 述 涉 及 已 知 和 未 知 的 風 險、不 確 定 性 以 及 其 他 ...

26 March 2026 2025 Annual Results 1 Disclaimer This document does not constitute an offer or invitation to purchase or subscribe for any securities or relevant derivatives of China Mobile Limited (the "Company") or the rendering of any investment advice, and no part thereof shall be relied upon or taken as the basis of any contract, commitment or investment decision relating to such securities or relevant derivatives, and this document does not constitute a recommendation in respect of the securities or rel ...

Realbotix Humanoid Robot — Ericsson’s First Enterprise Robotics Client — Featured as Live Connected Endpoint in Pre-Standard 6G Over-the-Air Trial at Ericsson’s U.S. Headquarters; Onconetix Has Entered into a Definitive Agreement to Acquire Realbotix CINCINNATI, Ohio, March 25, 2026 (GLOBE NEWSWIRE) -- Onconetix, Inc. (Nasdaq: ONCO) (“Onconetix” or the “Company”) wishes to draw its shareholders’ attention to a development reported by Realbotix Corp. (TSX-V: XBOT; Frankfurt: 76M0.F; OTC: XBOTF) (“Realbotix C ...

证券代码：300136 证券简称：信维通信 深圳市信维通信股份有限公司投资者关系活动记录表 编号：2026-01 | 投资者关 | □分析师会议 特定对象调研 | | --- | --- | | 系活动类 | □媒体采访 □业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （电话会议） | | 参与单位 | 2026 年 3 月 25 日 | | 名称 | 国泰海通证券组织走进上市公司交流活动，投资者包括火神私募投 | | | 资、菁英时代投资、量见投资、熙宁投资、加乘资本、沐德资产、 | | | 逆为投资、以撒投资、四创资本、圆石投资等。 | | | 以上排名不分先后。 | | 时间 | 2026 年 3 月 25 日 | | 地点 | 深圳市宝安区沙井街道西环路 1013 号信维通信工厂 会议室 | | 上市公司 | 董事会秘书：卢信 | | 接待人员 | 证券事务代表：伍柯瑾 | | | 问题：公司定增募投方向及布局逻辑？ | | | 公司本次定增募资不超 60 亿元，全部投向三大项目：1.商业卫 | | | 星通信器件及组件：总投资 35.63 亿元， ...

2026 年 03 月 24 日 福晶科技（002222）深度：光学晶体全球龙头，光通信元件全 制程国产化 | 指数 | 收盘 | | 涨跌（％） | | | --- | --- | --- | --- | --- | | 名称 | （点） | 1 日 | 5 日 | 1 月 | | 上证指数 | 3813 | -3.63 | -6.58 | -6.65 | | 深证综指 | 2481 | -4.19 | -7.45 | -8.31 | ◼ 背靠中科院物构所技术底座，成为全球光学晶体龙头。福晶科技依托中科 院物构所深厚技术积淀，LBO/BBO/Nd:YVO4 等晶体市占率长期领跑全球， 具备"晶体-光学-器件"一站式供应能力。 ◼ 子公司至期光子 2022 年底成立，开拓前沿精密光学业务。至期光子聚焦纳 米及亚纳米精度的超精密光学元件及复杂光机组件，为前沿高端光学应用 提供超精密光学元件等产品。2025H1 营收 4905 万元，同比+73.66%； 净利润 99.5 万元。 ◼ 光学晶体下游超快激光、全固态激光快速增长，光通信和量子计算进一步 带动非线性光学晶体市场扩张。超快激光快速发展，Yb:CALGO ...

[图片]随着人工智能、6G、具身智能、新能源汽车等未来产业对高算力、高功率、高频高速器件的爆发 式需求，第三代/第四代半导体材料（碳化硅、金刚石、氮化镓、氧化镓、氮化铝等）与先进封装工艺 正加速迭代。晶圆减薄、激光微纳加工、超精密研抛、硬脆材料成型等关键工艺，已成为突破"功耗 墙""散... ...

Group 1 - Premier Li Qiang emphasized that China's competitive advantages come from deepening reforms and innovation, not subsidies or protectionism, and highlighted the importance of fair competition in the market economy [4] - Central Bank Governor Pan Gongsheng stated that the People's Bank of China will maintain a supportive monetary policy stance to create a favorable environment for stable economic growth and high-quality development [4] - The National Internet Emergency Center and the China Cybersecurity Association released security guidelines for the use of OpenClaw, providing recommendations for ordinary users and cloud service providers [5] Group 2 - The China Development Forum 2026 released multiple policy signals, indicating a focus on high-quality development and global economic stability [6] - The Chinese automotive industry achieved a significant milestone by surpassing Japan in global annual sales for the first time, with nearly 27 million vehicles sold [17] - The Ministry of Finance plans to increase public service spending and implement consumer-friendly policies to stimulate domestic demand, including a special fund of 100 billion yuan to promote consumption [9][10] Group 3 - The latest findings from the Ministry of Natural Resources revealed a significant increase in rare earth resources in Sichuan, with verified reserves totaling 9.67 million tons, marking an over 200% increase compared to previous estimates [18] - The launch of the "TERAFAB" chip manufacturing project by Tesla aims to achieve an annual production capacity of over 1 terawatt, with an estimated total investment of $20 billion [21] - Apple CEO Tim Cook announced continued support for innovation and education in China, pledging additional donations to a national vocational education pilot project [22]

Core Insights - Qualcomm's annual meeting highlighted stockholder proposals, with one advocating for a lower threshold to call special meetings, which was not approved [1][3] - CEO Cristiano Amon outlined the company's strategy focusing on diversification, AI, and expansion into new markets, emphasizing Qualcomm's role as a leader in connected computing [6][14] Stockholder Proposals - Proposal Six aimed to amend governing documents to allow stockholders with 10% of outstanding shares to call special meetings, arguing current provisions act as "poison pills" [1] - Proposal Seven requested transparency on how Qualcomm manages risks associated with its significant revenue from China, emphasizing the need for better tracking of China-specific costs and assets [5] Company Strategy and Market Position - Amon described Qualcomm's strategy as anticipating change and investing in new technologies, with capabilities in high-performance computing, advanced connectivity, and AI processing [6] - The company is expanding beyond handsets into personal AI, wearables, PCs, automotive, edge networking, and industrial IoT, with a focus on advanced robotics and data centers [7][11] Product and Market Highlights - Snapdragon platforms are leading mobile innovation, with the Snapdragon 8 Elite Gen 5 being highlighted as the fastest mobile CPU [7] - Qualcomm expects around 150 Snapdragon-powered laptop designs to be commercialized by 2026 and has a significant presence in the automotive sector with its digital cockpit platform deployed in 75 million cars [9] Financial Performance and Future Outlook - Qualcomm aims for $22 billion in combined revenues from QCT, automotive, and IoT by fiscal 2029, with data center business expected to become financially material by fiscal 2027 [13] - The company returned approximately 100% of its free cash flow in fiscal 2025 and plans to continue this trend in fiscal 2026, alongside a dividend increase [13] Technological Advancements - Qualcomm is investing in next-generation technologies, including Wi-Fi 8 and AI-driven solutions for data centers, with a focus on enhancing memory bandwidth and power efficiency [10][12] - Amon emphasized the importance of 6G technology, predicting it will enable significant uplink speed increases and transform networks into AI networks [13]

2026 年"两会"未来能源&具身智能产业政策专题 20260319 摘要 "十五五"规划将未来能源、量子科技、具身智能、脑机接口、6G 列为 五大未来产业，其中未来能源系首次写入。 109 项重大工程中 17 项涉及未来能源与具身智能，占比>15%，重点 攻关可控核聚变、新型电池与绿氢。 具身智能商业化路径明确：2025 年全球出货约 1.8 万台，B 端聚焦高 危救援/修理，C 端锁定重度养老/医疗。 核聚变投资逻辑：二级市场核心标的已清晰，一级市场整堆企业商业化 周期长，核心零部件（如偏滤器）具挖掘潜力。 氢能呈现"产业热、资本冷"预期差，国家低碳转型基金将重点投向氢 能，核心制氢龙头预计 2030 年迎来上市潮。 产业界建议：何小鹏提议智驾政策由 L2 跨越至 L4；雷军建议明确 L3/ L4 责任主体；李书福建议增设智能电动车一级学科。 Q&A 2026 年的政府工作报告在未来能源与具身智能领域，相较于 2025 年有哪些 值得关注的边际变化和新增亮点？ 2026 年政府工作报告在总结过去一年成就时提及，沙戈荒等第一批大型风电 光伏基地项目已基本建成投产，新型储能装机规模超过 1.3 亿千瓦，非化石 ...