"要确保非洲从新一轮技术创新特别是人工智能中受益，就必须夯实三个重要基础：可负担的网络连接 与设备、可靠的数字公共基础设施和贴近民众实际的数字素养，这将助力非洲迈向更具包容性的数字未 来。"日前在南非开普敦举行的第二十八届非洲科技节上，南非通信与数字技术部部长索利·马拉齐如是 表示。作为非洲规模最大和最具影响力的科技展会之一，非洲科技节旨在推动非洲大陆的数字化转型， 推动非洲科技产业加快发展。 本届科技节主要包括非洲通信展、非洲科技展、非洲创业展和人工智能开普敦峰会，吸引了全球300多 家科技企业参展，逾万名全球科技和通信行业决策者、企业家和投资者与会。"数字技术的发展催生了 工业、金融、公共卫生等领域的自动化、智能化新态势。从网络接入、互联互通等硬联通设施，到人工 智能、数字云等前沿技术，越来越多国际伙伴加入非洲数字化进程，推动非洲数字技术的包容性增 长。"本届科技节项目总监詹姆斯·威廉姆斯说。 当前，非洲数字基础设施相对滞后，有着较大需求，数字化转型拥有巨大潜力。本届科技节上，数十家 中国科技企业携最新产品和技术亮相，希冀充分发挥在资源、产品等领域的优势，为非洲数字化转型进 程提供助力。作为全球领先的专用 ...

Group 1 - The Ministry of Industry and Information Technology has issued the "Guidelines for the Construction of High-Standard Digital Parks," aiming to establish around 200 high-standard digital parks by 2027 [1] - The guidelines emphasize the need to enhance digital infrastructure, upgrade network facilities, and promote the widespread application of identification and resolution systems [1] - The computing power sector has seen increased volatility recently, with a notable average increase of 48.11% in computing power concept stocks this year, and 19 stocks have seen price increases exceeding 100% [1] Group 2 - Shijia Photon has experienced a cumulative stock price increase of 387.68% this year, with its 400G and 800G optical chips becoming core revenue contributors due to the accelerating demand for data center construction driven by AI [2] - 17 computing power concept stocks have received significant QFII holdings, with several stocks like Chuling Information and Wankong Optoelectronics having QFII holdings exceeding 1% [2] - Jianqiao Technology has received 70 institutional research inquiries, indicating strong interest in its 1.6T optical module products, which are expected to achieve large-scale shipments by Q1 2026 [2] Group 3 - Chuling Information has been investigated by 15 institutions, showcasing its AI operation capabilities that enable network visibility and predictive maintenance, addressing current operational challenges while preparing for future digital upgrades [3] - Other QFII-heavy concept stocks like Taicheng Light, OmniVision Technologies, and Data Port are projected to see significant net profit growth in 2025, with expected increases of 64.92%, 33.5%, 29.32%, and 6.46% respectively [3]

Core Viewpoint - Huiyuan Communication (000586.SZ) has resumed trading and announced a plan for a change of control, with the company intending to issue shares to a company controlled by Chairman Li Hongxing, raising no more than 600 million yuan to supplement liquidity [2][3]. Group 1: Change of Control - After nearly ten years of maneuvering, Li Hongxing has finally gained actual control of Huiyuan Communication, ending a long-standing power struggle among major shareholders [3][4]. - The plan involves a private placement of 53,649,956 shares to Dingyun Industry, controlled by Li Hongxing, which will hold 21.71% of the shares post-issue, allowing for a combined holding of 32.75% with another major shareholder [6][10]. - The second-largest shareholder, Huifu Qiji Investment, lost its controlling stake due to judicial auction of some shares, creating an opportunity for Li Hongxing's faction [6][7]. Group 2: Capital Operations - Li Hongxing's capital operations have been ongoing for nearly a decade, with significant moves made in 2021 when he brought in major investors to support his control ambitions [4][7]. - The recent capital infusion from Dingyun Industry is crucial, as it will provide the necessary cash to complete the share issuance and strengthen Li's control over the company [6][11]. - The structure of Dingyun Industry's ownership allows Li Hongxing to maintain effective control, as he holds 100% of the controlling entity [10][13]. Group 3: Business Strategy and Future Outlook - Huiyuan Communication has a history of restructuring and has been involved in the power cable and online monitoring sectors, with plans to expand into new business areas such as automotive LED technology [14][15]. - The establishment of a wholly-owned subsidiary in Hefei is part of a strategic move to enhance competitiveness and align with local industrial strengths [14][15]. - The new subsidiary will focus on manufacturing LED chips and modules for automotive lighting, indicating a shift towards high-tech applications [15].

2025 年 11 月 20 日 其 他 研 究 开源晨会 1120 昨日涨跌幅前五行业 | 行业名称 | 涨跌幅(%) | | --- | --- | | 有色金属 | 2.389 | | 石油石化 | 1.674 | | 国防军工 | 1.109 | | 美容护理 | 1.089 | | 银行 | 0.915 | 数据来源：聚源 昨日涨跌幅后五行业 | 行业名称 | 涨跌幅(%) | | --- | --- | | 综合 | -3.082 | | 房地产 | -2.092 | | 传媒 | -1.720 | | 建筑材料 | -1.712 | | 商贸零售 | -1.702 | | 数据来源：聚源 | | 纪 要 晨会纪要 吴梦迪（分析师） ——晨会纪要 -40% -20% 0% 20% 40% 60% 晨 会 数据来源：聚源 2024-11 2025-03 2025-07 沪深300 创业板指 wumengdi@kysec.cn 证书编号：S0790521070001 观点精粹 总量视角 【固定收益】税收收入延续高位增长，四季度政策加码发力——2025 年 10 月财 政数据点评-20251119 行业 ...

据悉，上月，芯片巨头英伟达公司同意以10亿美元收购诺基亚股权后，其股价曾大幅飙升，但随后受市 场对AI泡沫的普遍担忧影响，部分涨幅回吐。另外，近日有报道称，诺基亚计划在2030年前关闭其位 于德国慕尼黑的重要研发中心，并计划裁撤超过700个工作岗位。 周三，诺基亚(NOK.US)盘前跌逾6%，报6.20美元。消息面上，诺基亚公司正押注人工智能热潮，通过 精简业务，聚焦于可连接AI数据中心的网络基础设施领域。诺基亚首席执行官贾斯汀.霍塔德19日在公 司资本市场日活动前接受采访时表示，此举将在未来几年实现两位数的营业利润增长。2025–2028年净 销售额年复合增长率(CAGR)目标为6–8%；其中光网络与IP网络合并增长目标为10–12%2028年运营利润 率目标为13%–17%。2028年调整后营业利润达到27亿至32亿欧元的目标，与市场共识(29亿欧元)一致。 ...

Market Overview - The U.S. stock market showed mixed results with the Nasdaq up by 0.12%, the S&P 500 up by 0.03%, and the Dow Jones down by 0.05% [1] Company Highlights - Nvidia's stock rose over 1.5% ahead of its Q3 earnings report for fiscal year 2026, with reports indicating that Saudi Arabia has been approved to purchase a significant amount of U.S. AI chips [1] - Tesla's shares increased by over 1% after receiving approval to begin offering autonomous ride-hailing services in Arizona [1] - Nokia's stock fell by 7.6% following the announcement of a strategic restructuring plan, which will divide the company into two departments: network infrastructure and mobile networks [1] - Target's shares dropped by 2.5% as its Q3 same-store sales growth fell short of expectations, leading the company to lower its full-year profit guidance [1]

据悉，上月，芯片巨头英伟达公司同意以10亿美元收购诺基亚股权后，其股价曾大幅飙升，但随后受市 场对AI泡沫的普遍担忧影响，部分涨幅回吐。另外，近日有报道称，诺基亚计划在2030年前关闭其位 于德国慕尼黑的重要研发中心，并计划裁撤超过700个工作岗位。 智通财经APP获悉，周三，诺基亚(NOK.US)盘前跌逾6%，报6.20美元。消息面上，诺基亚公司正押注 人工智能热潮，通过精简业务，聚焦于可连接AI数据中心的网络基础设施领域。诺基亚首席执行官贾 斯汀·霍塔德19日在公司资本市场日活动前接受采访时表示，此举将在未来几年实现两位数的营业利润 增长。2025–2028年净销售额年复合增长率(CAGR)目标为6–8%；其中光网络与 IP 网络合并增长目标为 10–12% 2028 年运营利润率目标为13%–17%。2028年调整后营业利润达到27亿至32亿欧元的目标，与市 场共识(29亿欧元)一致。 ...

Group 1 - The company has developed comprehensive technical reserves and industrialization capabilities to provide tailored product solutions based on different application scenarios [2] - The company emphasizes a combination of independent research and process optimization, resulting in core foaming technology that meets the performance requirements of various specifications of high-speed cable products [2] - This approach effectively ensures the consistency of product performance across its product system [2]

广哈通信特别提示，本次向特定对象发行A股股票事项尚需履行深交所审核程序，并经中国证监会同意 注册后方可实施。最终能否通过深交所审核、获得中国证监会同意注册的决定及其时间均存在不确定 性。公司将根据该事项进展情况及时履行信息披露义务，敬请广大投资者注意投资风险。 点击查看公告原文>> 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 登录新浪财经APP 搜索【信披】查看更多考评等级 广州广哈通信股份有限公司（证券简称：广哈通信，证券代码：300711）11月19日公告称，公司已完成 对深圳证券交易所（以下简称"深交所"）关于向特定对象发行股票申请的审核问询函回复工作，并同步 更新了募集说明书等相关申请文件。本次发行事项仍需通过深交 ...

（原标题：诺基亚(NOK.US)精简业务 押注AI基础设施热潮） 智通财经APP获悉，诺基亚公司(NOK.US)正押注人工智能热潮，通过精简业务，聚焦于可连接AI数据 中心的网络基础设施领域。 诺基亚首席执行官贾斯汀·霍塔德周三在公司资本市场日活动前接受采访时表示，此举将在未来几年实 现两位数的营业利润增长。 公司宣布，到2028年，年度营业利润将达到27亿欧元(约合31亿美元)至32亿欧元区间。 周三，诺基亚股价在赫尔辛基证券交易所跌幅一度达6.3%，连续第五个交易日下跌。上月，芯片巨头 英伟达公司同意以10亿美元收购诺基亚股权后，其股价曾大幅飙升，但随后受市场对AI泡沫的普遍担 忧影响，部分涨幅回吐。截至发稿，该股美股盘前下跌5.88%。 第三季度，AI和云服务客户占公司净销售额的6%，但高管们称该领域是公司"最大的机遇"。 诺基亚与全球市值最高的公司英伟达达成的10亿美元合作协议，让这家芯片巨头获得了诺基亚3%的股 份。 去年，诺基亚收购了英飞朗公司(Infinera Corp.)，以拓展AI数据中心网络产品业务;还聘请了芬兰前驻美 大使，向各国政府推广国防通信服务。 分析师马修·布洛克斯汉姆与卡米拉· ...