9月12日，星网锐捷涨1.65%，截至发稿，报31.50元/股，成交6.54亿元，换手率3.54%，总市值184.49亿 元。星网锐捷股价已经连续3天上涨，区间累计涨幅8.88%。 数据显示，中欧基金旗下1只基金重仓星网锐捷。中欧中证1000指数增强A（017919）二季度持有股数 9.29万股，占基金净值比例为0.56%，位居第七大重仓股。根据测算，今日浮盈赚取约4.74万元。连续3 天上涨期间浮盈赚取23.88万元。 中欧中证1000指数增强A（017919）成立日期2023年3月2日，最新规模2.05亿。今年以来收益26.85%， 同类排名1734/4222；近一年收益67.82%，同类排名1242/3800；成立以来收益24.62%。 中欧中证1000指数增强A（017919）基金经理为钱亚婷、宋婷。 截至发稿，钱亚婷累计任职时间3年315天，现任基金资产总规模23.77亿元，任职期间最佳基金回报 56.59%， 任职期间最差基金回报-14.61%。 宋婷累计任职时间204天，现任基金资产总规模12.72亿元，任职期间最佳基金回报27.85%， 任职期间 最差基金回报-0.02%。 资料显示，福建星网 ...

人民财讯9月12日电，据震有科技消息，近日，中国联通集团研究院副院长、首席科学家唐雄燕一行到 震有科技调研交流。双方围绕卫星通信、光网络、低空经济以及重保网安等重点方向进行了深入探讨。 这次调研为双方在前沿技术和应用场景上的合作提供了宝贵契机。 ...

ETF上涨方面，通信设备ETF涨超6%，科创芯片、科创人工智能相关ETF涨超3%。 今日市场冲高回落，三大指数集体收跌。从板块来看，有色金属板块表现活跃，存储芯片板块逆势上涨，创新药概念股局部大涨。下跌方面，大金融、白酒 板块集体下跌。 每日经济新闻 有券商表示，目前AI在全球的产业趋势已经形成，有望成为牛市中科技板块的核心主线。国产算力为半导体板块带来新的宏大叙事和估值逻辑，同时，半 导体板块代表了我国工业制造的最高水平，有望成为A股优质资产重估的重要赛道。 有券商表示，随着下游实际应用不断落地，人工智能有望从概念、主题投资进入景气投资阶段。这一趋势的背后，是AI行业已从早期的概念验证阶段成功 迈入规模化应用阶段，市场的关注点也随之从"技术能否实现"转变为"企业能否盈利"，投资决策更加强调技术商业化的进度、企业的盈利能力以及整个行业 的景气度，人工智能赛道中盈利预期确定向上的标的具备良好投资价值。 | 代码 | 名称 | 现价 | | | --- | --- | --- | --- | | 159583.SZ | 通信设备ETF | 2.141 | 6.4 | | 588780.SH | 科创芯片设计ETF ...

Group 1 - The ETF market showed mixed performance at the midday close on September 12, with notable gains in the communication equipment and mining sectors [1] - The communication equipment ETF (159583) increased by 7.11%, while the mining ETF (159690) rose by 3.89% [1] - Other mining ETFs also experienced gains, with ETF (561330) up by 3.03% [1] Group 2 - Conversely, the communication ETFs (515880 and 159695) saw declines of 2.26% and 2.11% respectively [1] - The ChiNext AI ETF (159246) decreased by 1.95%, indicating a downturn in the AI sector [1]

Market Performance - The CSI All Share Index closed up over 2%, with the ChiNext Index and the STAR 50 Index both rising over 5%[1] - More than 3,500 stocks in the Shanghai and Shenzhen markets increased, indicating a broad market rally[1] - The semiconductor, consumer electronics, and communication sectors led the gains, while precious metals and consumer sectors saw declines[1] Market Trends - Recent market movements show a rotation effect among energy, consumer, and technology sectors[1] - The CSI All Share Index is approaching previous high points, but trading volume has been declining, raising concerns about sustained upward momentum[1] - Short-term investors are advised to adopt a rotation strategy and increase trading frequency, while long-term investors should focus on stable sectors with lower growth rates[1] Fund Flows - On September 11, net inflows into the Shanghai Stock Exchange were 628.45 billion CNY, and 593.09 billion CNY into the Shenzhen Stock Exchange[4] - The top three sectors for net inflows were semiconductors, communication equipment, and components, while precious metals, film and television, and energy metals saw the largest outflows[4] Industry Insights - The National Health Commission announced plans to introduce HPV vaccination services for eligible girls this year, integrating it into the national immunization program[6] - In August, new energy vehicle sales reached 1.395 million units, a year-on-year increase of 26.8%[7] - The sports service trade in China saw a total import and export value of 69.342 billion CNY in 2024, up 31.1% year-on-year[10] Fundraising Activity - The equity fund issuance market is experiencing a revival, with multiple funds choosing to end fundraising early due to increased investor confidence[12] - Public fund managers are optimistic about market trends, citing factors such as declining risk-free interest rates and supportive policies in technology sectors as key drivers for future growth[13][14]

晨会纪要 证券研究报告 2025 年 09 月 12 日 核心结论 分析师 【通信】通信行业 2025H1 财报总结：AI 算力景气度外溢扩散，国内外需 求共振 投资建议：AI 浪潮下国内外需求共振，景气度持续外溢和扩散，更大范围的 公司受益于 AI 算力投资，重点关注：1）北美 AI 算力受益股，2）国内 AI 算力受益股 【食品饮料】华润啤酒（00291.HK）首次覆盖报告：高端化驱动，啤酒龙 头从更大迈向更强 我们预测 25-27 年公司 EPS 分别为 1.82 元/1.94 元/2.09 元。公司为中国啤 酒行业龙头，规模领先但吨价偏低，我们认为随着品牌矩阵不断升级，公司 吨价有望持续提升；公司"三精管理"工作有望提升公司利润率；此外当前 公司市盈率低于主要同业竞对，随着公司业绩逐步释放，估值有望回升带来 戴维斯双击效应，首次覆盖，给予"买入"评级。 【电子】峰岹科技（688279.SH）2025 年半年报点评：25H1 业绩符合预期， 泛小家电/汽车/机器人领域齐头并进 我们预计峰岹科技 25-27 年营收分别为 7.60/9.49/12.12 亿元，归母净利润 分别为 3.06/3.88/4.8 ...

Market Situation - The A-share major indices opened lower on Thursday but experienced an upward trend throughout the day, with the Shanghai Composite Index closing up 1.65% at 3875.31 points [1] - The Shenzhen Component Index rose by 3.36%, and the ChiNext Index increased by 5.15%, indicating strong market performance [1] - A total of 4221 stocks rose, with 94 hitting the daily limit, while 1047 stocks declined, including 6 hitting the lower limit [1] - The TMT sector showed significant gains, particularly in communication equipment, electronic components, and computer hardware, which rose by 6.87%, 6.50%, and 6.23% respectively [1] Futures Market - All four major index futures contracts rose in line with the indices, with IF2509 and IH2509 increasing by 2.64% and 1.56% respectively [2] - The basis for the four major futures contracts is rapidly correcting, with IF2509 at a premium of 13.97 points and IH2509 at a premium of 7.12 points [2] News Highlights - The Ministry of Commerce in China plans to expand digital trade by promoting orderly opening in telecommunications, internet, and cultural sectors, encouraging foreign investment in the digital field [3] - Japan's central bank is accelerating plans to reduce its large ETF holdings, with officials indicating that a sell-off may be imminent, although the timing remains uncertain [3] Capital Flow - On September 11, the A-share trading volume exceeded 400 billion, with a total turnover of 2.44 trillion [4] - Northbound capital transactions amounted to 315.27 billion, indicating strong foreign interest [4] - The central bank conducted a 7-day reverse repurchase operation of 292 billion at a fixed rate of 1.40%, resulting in a net injection of 79.4 billion for the day [4]

游戏、通信设备、油气、CPO等板块走低。 （持续更新中……） 09:31 芯原股份股价创新高 芯原股份涨14.38%，报175.0元/股，股价再创新高，总市值突破919.99亿元，成交额达19.36亿元。 芯原股份今日开市起复牌。公司昨日晚间公告，公司拟通过发行股份及支付现金方式向芯来共创、胡振波、芯 来合创等31名交易对方购买其合计持有的芯来科技97.0070%股权，并募集配套资金。 09:31 CPO概念股多数低开 天孚通信、胜宏科技、中际旭创、新易盛均开跌超5%，长飞光纤、中京电子等跟跌。 | 名称 | 涨幅▲ | 现价 | | --- | --- | --- | | 天字通信 | -6.88% | 185.12 | | 德龙激光 | -6.51% | 43.25 | | 长藏博创 | -6.02% | 120.00 | | 仕佳光子 | -5.77% | 73.49 | | 新易盛 | -5.65% | 357.68 | | 嘉元科技 | -5.13% | 33.13 | | 德科立 | -5.13% | 95.80 | | 长飞光纤 | -4.75% | 89.26 | | 太辰光 | -4.56% ...

Market Overview - The A-share market opened with mixed performance among the three major indices, with the Shanghai Composite Index up by 0.01%, the Shenzhen Component down by 0.3%, and the ChiNext Index down by 0.97% [1] Sector Performance - The industrial metals sector showed strength, with Northern Copper Industries hitting the daily limit up, and Electric Alloy rising over 8% [1] - CPO concept stocks exhibited mixed results, with Qingshan Paper and Jingwang Electronics increasing by over 7%, while Tianfu Communication, New Yisheng, and Zhongji Xuchuang fell by over 6% [1] - International oil prices experienced a significant decline, leading to a lower opening for oil and gas stocks, with Tongyuan Petroleum and Zhongman Petroleum both dropping approximately 2% [1]

新劲刚（300629.SZ）9月12日在投资者互动平台表示，公司已掌握毫米波相关技术，且拥有该技术领域 的相关产品。目前，公司毫米波产品主要应用于通信相关领域，如：KA卫通收发组件、毫米波频综变 频组件等，暂未涉及毫米波雷达产品。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司有毫米波雷达的产品吗？ ...