Group 1: Market Overview - The overall shipment volume of China's cloud terminal market is expected to reach 2.576 million units in the first half of 2025, marking a significant year-on-year increase of 54.9% [2] - The shipment volume of consumer cloud terminals is projected to grow nearly 40% year-on-year, making it the fastest-growing segment [2] - By the first half of 2025, public cloud service-type cloud terminal shipments will surpass private cloud for the first time, with a market share increasing to 58%, representing a year-on-year growth of 185% [2] - The total shipment volume for the Chinese cloud terminal market is anticipated to exceed 5.3 million units in 2025 and reach 9.55 million units by 2029, with a five-year compound annual growth rate (CAGR) of over 16% [2] Group 2: Industry Trends - The cloudification of enterprise IT architecture is a crucial component of social digital transformation, driving the evolution of traditional smart terminals into cloud terminal forms [2] - Product innovation in terminal hardware is identified as a core factor driving the growth of the cloud terminal market, reflecting real user needs [2] - In the first half of 2025, the shipment volume of tablet-shaped cloud terminals reached a record high, capturing a 42% market share, while mobile products, including laptops, accounted for 48% of the market [2] Group 3: Company Insights - ZTE Corporation has emerged as a key player in the rapidly developing cloud terminal market, leveraging its strong technical foundation, continuous innovation, and precise market insights [3] - The company has launched a series of innovative cloud terminal products, including "Xiaoyao," "Yufeng," "Linglong," and "Fuyiao," covering various forms such as PAD, notebook, business card, all-in-one, and desktop types [3] - ZTE's newly introduced "Free Screen" product features a 27-inch high-definition touch screen and integrates multiple functions, including TV, large PAD, and cloud computer, with innovative physical button designs for quick mode switching [3] Group 4: Future Outlook - ZTE has shipped over 6 million cloud terminals globally and serves over 10 million cloud computer users, contributing to the digital transformation across various industries [5] - The company aims to continue its product philosophy of "refined AI-driven networks, strong cloud, and optimized terminals," focusing on creating new forms of terminals that are "refined, user-friendly, affordable, and durable" [5] - ZTE plans to enhance the overall competitiveness of its cloud computers and establish differentiated core advantages, paving the way for the integration of cloud computers and smart terminals [5]

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的內容概不負 責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部 或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Nanfang Communication Holdings Limited 南方通信控股有限公司 （於開曼群島註冊成立之有限公司） （股份代號：1617） 建議發展南方科技生態產業園 本 公 告 乃 由 南 方 通 信 控 股 有 限 公 司（「本公司」，連 同 其 附 屬 公 司 統 稱「本集團」） 自 願 作 出。本 公 告 旨 在 向 本 公 司 股 東（「股 東」）及 潛 在 投 資 者 就 本 公 司 計 劃 投 資 於 其 位 於 中 華 人 民 共 和 國（「中 國」）前 廠 房 用 地 的 大 型 翻 新 項 目 以 發 展 工 業 產 業 園而提供初步資料。 本 公 司 董 事（「董 事」）會（「董事會」）欣 然 宣 佈，本 公 司 通 過 翻 新 及 重 建 本 公 司 位 於 中 國 江 蘇 省 常 州 市 的 前 廠 房 用 地，發 展 南 方 科 技 生 態 產 業 園（「建 ...

来源：美通社 北京2025年10月15日 /美通社/ -- 战略要点：实现卓越运营，提升财务灵活性 财务亮点：盈利能力进一步提升 爱立信总裁兼首席执行官鲍毅康（Börje Ekholm）表示："得益于过去几年的强劲运营，我们在第三季 度的利润率达到了一个新的长期水平。在核心网业务强劲增长的推动下，云软件和服务业务销售额增长 了9%*。 我们在技术上的创新与努力仍在稳步推进。我们的5G解决方案在业内的领导地位再次得到了Gartner与 Omdia的认可。我们的Open RAN就绪产品组合包含了AI原生、面向未来且与硬件无关的软件架构。该 产品组合可与第三方无线产品集成，并且支持爱立信硅芯科技芯片及第三方CPU/GPU。 季度 同比变 展望未来，我们预计企业业务有机销售额将在第四季度趋稳，RAN市场将整体保持平稳。稳健的经常 性现金流及iconectiv业务的出售，为我们在第三季度带来了充裕的现金，为增加股东分红创造了空间。 董事会关于分红规模及机制的建议将被纳入第四季度报告，供股东大会审议决策。" 单位：十亿瑞典克 2025年第三 季度 2024年第三 有机销售额下降2%，四大市场区域中有三个实现增长。报告销售 ...

Core Viewpoint - The company, Yilian Network, anticipates a modest growth in revenue for the first three quarters of the year, while expecting a decline in net profit attributable to shareholders compared to the previous year [1] Financial Performance Summary - The projected operating revenue for the first three quarters is between 4.192 billion and 4.356 billion yuan, reflecting a year-on-year growth of 2% to 6% [1] - The expected net profit attributable to shareholders for the first three quarters is between 1.899 billion and 2.003 billion yuan, indicating a year-on-year decline of 3% to 8% [1] - For the third quarter, the anticipated net profit attributable to shareholders is between 704 million and 740 million yuan, showing a year-on-year growth of 0% to 5% [1]

Core Viewpoint - Yilian Network (300628.SZ) announced a profit forecast for the first three quarters of 2025, expecting a net profit attributable to shareholders of between 1.899 billion and 2.003 billion yuan, representing a year-on-year decline of 3% to 8% [1] Financial Performance - The company's operating revenue is projected to be between 4.192 billion and 4.356 billion yuan, showing a year-on-year growth of 2% to 6% [1] - Overall sales performance remains stable, with improvements noted due to fluctuations in the international trade environment and the pace of overseas capacity transfer [1] - In the third quarter, both revenue and profit achieved a quarter-on-quarter and year-on-year rebound, indicating a continuous improvement in operational performance [1]

Core Viewpoint - Yilian Network (300628.SZ) expects a decline in net profit for the first three quarters of 2025, projecting a range of 1.899 billion to 2.003 billion yuan, representing a year-on-year decrease of 3% to 8% [1] Financial Performance Summary - The net profit attributable to shareholders is forecasted to be between 1.899 billion and 2.003 billion yuan, reflecting a year-on-year decline of 3% to 8% [1] - The net profit after deducting non-recurring gains and losses is estimated to be between 1.821 billion and 1.898 billion yuan, indicating a year-on-year decrease of 1% to 5% [1]

每经AI快讯，10月15日，亿联网络(300628.SZ)公告称，亿联网络发布2025年前三季度业绩预告，预计 归属于上市公司股东的净利润为18.99亿元~20.03亿元，比上年同期下降3%~8%。报告期内，公司营业 收入41.92亿元~43.56亿元，同比增长2%~6%，销售业务总体保持平稳，因国际贸易环境波动及海外产 能转移节奏影响有所改善，第三季度收入与利润实现环比和同比双回升，经营表现持续向好。 ...

Core Viewpoint - The company expects a decline in net profit for the first three quarters of 2025 compared to the previous year, while showing signs of recovery in the third quarter [1] Financial Performance - The projected net profit for the first three quarters of 2025 is estimated to be between 1.899 billion and 2.003 billion yuan, representing a year-on-year decrease of 3% to 8% [1] - For the third quarter of 2025, the expected net profit is between 704 million and 740 million yuan, indicating a year-on-year growth of 0% to 5% [1] - The company's operating revenue for the first three quarters of 2025 is anticipated to grow by 2% to 6% compared to the same period last year [1] Business Operations - The sales business remains generally stable, with improvements noted due to fluctuations in the international trade environment and the pace of overseas capacity transfer [1] - Both revenue and profit for the third quarter have shown a rebound both sequentially and year-on-year, indicating continuous improvement in operational performance [1]

Core Viewpoint - The company, 京信通信 (China Communication Services Corporation), announced a share award plan for its employees, involving the granting of 1.56 million shares, which represents approximately 0.05% of the company's issued shares as of the announcement date [1] Group 1 - The share award plan is set to be executed on October 15, 2025, pending acceptance by the recipients [1] - The total number of shares involved in the award is 1.56 million [1] - The awarded shares constitute a small fraction of the company's total issued shares, indicating a strategic move to incentivize employees [1]

场内ETF方面，截至2025年10月15日收盘，创业板指数强势上涨2.36%，创业板ETF广发(159952)收涨 2.35%。拉长时间看，截至收盘，创业板ETF广发近3月累计上涨超37%。成分股方面，长盈精密上涨 14.19%，信维通信上涨11.31%，扬杰科技、华大九天等个股跟涨。前十大权重股合计占比57.49%，其 中阳光电源上涨8.31%，胜宏科技上涨6.28%，宁德时代、亿纬锂能等跟涨。Wind数据显示，创业板指 数高配新能源行业，行业权重占比电池（26.62%）、通信设备（15.23%）、证券（6.57%）、光伏设备 （6.51%）等。 规模方面，截至2025年10月14日，创业板ETF广发近1月规模增长3.22亿元，实现显著增长，新增规模 位居可比基金第一。份额方面，创业板ETF广发最新份额达80.85亿份，创近3月新高。从资金净流入方 面来看，创业板ETF广发近7天获得连续资金净流入，最高单日获得1.67亿元净流入，合计"吸金"5.80亿 元。 中信建投指出，当前北美链科技股市会受到偏情绪面的影响，但建议冷静对待，毕竟产业趋势没问题， 4月也有过相关经历。短期情绪波动不改产业趋势，仍建议继续关 ...