据了解，中证传媒指数从营销与广告、文化娱乐、数字媒体等行业中，选取总市值较大的50只上市公司 证券作为指数样本，以反映传媒领域代表性上市公司证券的整体表现。该指数以2010年12月31日为基 日，以1000.0点为基点。 金融界7月17日消息，上证指数低开高走，中证传媒指数 (中证传媒，399971)上涨0.43%，报1296.45 点，成交额243.27亿元。 数据统计显示，中证传媒指数近一个月上涨2.44%，近三个月上涨10.95%，年至今上涨11.59%。 从中证传媒指数持仓样本的行业来看，通信服务占比100.00%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 从指数持仓来看，中证传媒指数十大权重分别为：分众传媒（9.79%）、巨人网络（5.03%）、恺英网 络（4.84%）、岩山科技（4.77 ...

关于武汉长盈通光电技术股份有限公司 发行股份及支付现金购买资产申请的 审核问询函的回复 独立财务顾问 二〇二五年七月 上海证券交易所： 按照贵所下发的《关于武汉长盈通光电技术股份有限公司发行股份及支付现 金购买资产申请的审核问询函》（上证科审（并购重组）〔2025〕15 号）（以 下简称"审核问询函"）的要求，武汉长盈通光电技术股份有限公司（以下简称 "公司"、"上市公司"或"长盈通"）及相关中介机构就审核问询函所提问题 进行了认真讨论分析，并按照要求在《武汉长盈通光电技术股份有限公司发行股 份及支付现金购买资产报告书（草案）》（以下简称"重组报告书"）中进行了 补充披露，现将相关回复说明如下。 如无特别说明，本审核问询函回复（以下简称"本回复"）所述的词语或简 称与重组报告书中"释义"所定义的词语或简称具有相同的含义。在本回复中， 若合计数与各分项数值相加之和在尾数上存在差异，均为四舍五入所致。本回复 所引用的财务数据和财务指标，如无特殊说明，指合并报表口径的财务数据和根 据该类财务数据计算的财务指标。 审核问询函所列问题 黑体（加粗） 审核问询函所列问题的回复、对重组报告 宋体 书的引用 对重组报告书的修 ...

国网信通（600131）发布业绩快报，2025年上半年营业总收入35.25亿元，同比下降4.55%；净利润2.66 亿元，同比下降10.82%。公司收购亿力科技股权于2025年6月30日完成资产交割，上年同期和本报告期 初包含亿力科技及其子公司。 ...

来源：金融界 联合资信评级报告认为，华为投资控股有限公司（以下简称"公司"或"华为"）是一家100%由员工持股 的全球领先的信息与通信技术（ICT）基础设施和智能终端提供商，拥有通信业界完整的、端到端的产 品线和融合解决方案，具备先进的全球化管理体系和健全的激励机制，但国际政治经济环境复杂多变、 贸易壁垒凸显、外汇市场波动以及外汇管制等均对公司资产、业务全球化布局带来一定的不确定性和管 理难度。跟踪期内，公司在基础研究、专利规模、全栈全场景AI解决方案、生态合作、市场地位、研 发等方面保持了显著的竞争和规模优势，规模效益和客户资源优势显著。2024年，公司ICT基础设施业 务、数字能源业务和云业务保持稳定增长，终端业务大幅增加，智能汽车解决方案收入快速增长。公司 具备很强的整体盈利能力、现金获取能力和再投入能力；资产、权益规模增长，现金类资产充裕，债务 负担较轻，偿债指标表现非常好，融资渠道畅通。同时，需关注公司面临美国司法部提起的多项刑事指 控，存在诉讼周期长和诉讼结果可能不利的负面预期；公司研发费用、折旧摊销等刚性成本持续处于较 大规模，若未来业绩增长未如预期，利润增长将承压；上述因素均对公司信用水平可能 ...

7月17日，A股市场整体上涨。 沪深300今日主力资金净流入50.83亿元，创业板净流入19.64亿元。 截至收盘，上证指数收报3516.83点，上涨0.37%；深证成指收报10873.62点，上涨1.43%；创业板指收报2269.33点，上涨 1.75%。两市合计成交15393.69亿元，较上一交易日增加973.31亿元。 1.两市主力资金净流入近70亿元 | | | 各板块最近五个交易日主力资金净流入数据(亿元) | | | --- | --- | --- | --- | | 日期 | 沪深300 | 创业板 | 科创板 | | 2025-7-17 | 50. 83 | 19. 64 | -13.88 | | 2025-7-16 | -47. 30 | -92. 72 | 1.69 | | 2025-7-15 | -3.77 | -106. 31 | -6. 48 | | 2025-7-14 | -63.66 | -121. 12 | -0. 09 | | 2025-7-11 | -18. 31 | -32. 61 | -13.56 | | | | 尾盘资金净流入数据(亿元) | | | 2025-7-1 ...

Market Overview - The A-share market showed a positive trend today, with major indices mostly rising. The Shanghai Composite Index increased by 0.37% to close at 3516.83 points, while the Shenzhen Component rose by 1.43% to 10873.62 points. The ChiNext Index saw a gain of 1.75%, closing at 2269.33 points, and the Sci-Tech 50 Index increased by 0.80% to 1005.65 points. Overall, 3535 stocks rose, 1609 fell, and 271 remained unchanged, with a total trading volume of 15,394 billion yuan, an increase of 973 billion yuan from the previous trading day [1][2]. Industry Performance - Among the Shenwan first-level industries, the leading sectors included defense and military, communication, electronics, pharmaceutical and biological, and comprehensive industries, with respective gains of 2.74%, 2.41%, 2.18%, 1.77%, and 1.42%. Conversely, the banking, transportation, environmental protection, public utilities, and construction decoration sectors experienced declines, with losses of 0.42%, 0.39%, 0.26%, 0.24%, and 0.19% respectively [1][2]. Concept Sector Performance - The top-performing concept sectors today included circuit boards, CRO (Contract Research Organization), innovative drugs, aircraft carriers, first boards, medical services, board trading, large aircraft, continuous boards, wireless charging, the top ten military industrial groups, biological vaccines, photoresist, consumer electronics OEM, and 5G [2].

Wind数据显示，7月17日，CPO概念股持续上行，剑桥科技、东山精密涨停，德科立、联特科技、新易 盛涨幅居前。 消息面上，英伟达创始人兼CEO黄仁勋出席第三届链博会开幕式并致辞。他表示，AI的下一波浪潮将 是机器人系统，它具备推理与执行能力，并且能够理解物理世界，在未来十年中，工厂将由软件和AI 驱动，协调人机协作的机器人团队，生产由AI所主导的智能产品。 1、电信ETF(159507)：紧密跟踪国证通信指数，选取沪深北交易所通信产业相关上市公司，用以反映中 国证券市场上通信行业证券价格变动的趋势。场外联接(A：019236；C：019237)。 2、云计算50ETF(159527)：紧密跟踪中证云计算与大数据主题指数，选取50只业务涉及提供云计算服 务、大数据服务以及上述服务相关硬件设备的上市公司证券作为指数样本，以反映云计算与大数据主题 上市公司证券的整体表现。场外联接(A类：021397；C类：021398)。 中国银河证券认为，综合来看，科技成长板块在政策支撑和产业升级的推动下，仍是市场长期主线，如 AI算力、机器人、半导体等领域具有长期发展潜力，依然是市场长期的热点，战略看好科技产业趋势 的投资机 ...

Market Overview - The market opened low but rose throughout the day, with the ChiNext Index leading the gains. AI hardware stocks surged again, with companies like Mankun Technology and Cambridge Technology hitting the daily limit. Innovative drug concepts continued to strengthen, with Chengdu XianDao and Seli Medical also reaching the limit. The robotics sector was active, with companies like Aowei New Materials and Nanjing Julong hitting the limit. The military industry saw a midday rally, with companies like AVIC Shenfei and Construction Industry also reaching the limit. Overall, more than 3,500 stocks in the Shanghai and Shenzhen markets were in the green, with a total transaction volume of 1.56 trillion yuan [1]. Hotspots of the Day PCB Sector - The PCB sector experienced a significant rise, with stocks like Guanghe Technology, Mankun Technology, and Dongshan Precision hitting the daily limit. Shenghong Technology surged by 9%, reaching a new historical high. The market structure is improving due to demand driven by AI servers, high-speed networks, and satellite communications, with high-layer boards (18 layers) and HDI markets expected to grow rapidly [3][4]. Pharmaceutical Sector - The pharmaceutical sector continued to perform well, with Lisheng Pharmaceutical achieving three consecutive limits, and Asia-Pacific Pharmaceutical and Weikang Pharmaceutical also hitting the limit. The initiation of the national drug procurement work has been completed, which is expected to impact the market positively [5][6][7]. Artificial Intelligence - The AI application sector showed strong performance, with stocks like Zhiwei Intelligent hitting the limit and Jinxi Modern rising by 20%. Huang Renxun mentioned that the next wave of AI will be Physical AI, indicating a shift towards robots with perception, reasoning, and physical interaction capabilities, which will drive the next industrial wave [8][10]. Key Stock Performances - Notable stock performances included: - Mankun Technology: 20.01% increase, market cap of 1.835 billion yuan [4] - Chengdu XianDao: 20.02% increase, market cap of 8.599 billion yuan [6] - Guanghe Technology: 10.00% increase, market cap of 9.969 billion yuan [4] - Dongshan Precision: 10.00% increase, market cap of 76.677 billion yuan [4] Future Outlook - The PCB market is expected to see structural improvements driven by AI and related technologies, with growth rates projected at 40.3% for high-layer boards and 18.8% for HDI by 2025. The innovative drug sector is also entering a structural revaluation phase, with Chinese biotech companies currently valued at only 14%-15% of their US counterparts, despite contributing nearly 33% to global innovation [4][7].

Group 1: Overseas Business Strategy - The company focuses on building core competitiveness in overseas markets, primarily targeting North America, Asia-Pacific, and Europe [2] - An independent overseas marketing team has been established to provide multi-operator, multi-network integrated products and services [2] - The company aims to enhance sales credit support in rapidly growing overseas regions and will continue to focus on wireless coverage, wireless networks, and wireless security [2][3] Group 2: Future Development Plans - The company is committed to a comprehensive internationalization strategy, emphasizing the development of overseas business [2] - Plans include establishing localized sales and technical support teams, as well as maintaining channel relationships to build a global partner ecosystem [3] - The company aims to expand into key application scenarios such as subways, large CBDs, hospitals, and agricultural networks, striving to rank among the top global mobile communication equipment manufacturers [3] Group 3: Satellite Communication Services - The company provides specialized maritime satellite communication services through its Haiwei Tong business, offering VSAT antennas and shipboard information equipment [3] - Services include comprehensive offerings such as remote equipment monitoring and satellite phone broadcasting, enhancing safety and efficiency for maritime clients [3] Group 4: Research and Development Investment - In 2024, the company invested a total of 133.52 million yuan in R&D, focusing on cutting-edge communication technologies like DAS and ORAN [3] - Continuous support for R&D is seen as crucial for maintaining competitive advantages in patent technology and providing industry-leading product solutions [3]

Core Viewpoint - The Shanghai Public Utility Index has shown a slight decline of 0.25% recently, reflecting the overall performance of the public utility sector in the Shanghai Stock Exchange [1] Group 1: Index Performance - The Shanghai Public Utility Index closed at 4604.42 points with a trading volume of 31.554 billion yuan [1] - Over the past month, the index has increased by 0.35%, while it has risen by 0.89% over the last three months, but has decreased by 3.08% year-to-date [1] Group 2: Index Composition - The index is composed of stocks and depositary receipts from five major industry categories: industrial, commercial, real estate, public utilities, and comprehensive [1] - The top ten weighted stocks in the index include: - Beijing-Shanghai High-Speed Railway (7.69%) - China Nuclear Power (5.42%) - China Unicom (4.79%) - Huaneng Water Power (4.79%) - Shanghai Port Group (3.78%) - Daqin Railway (3.66%) - Three Gorges Energy (3.48%) - China Communications Construction (2.99%) - China Railway Construction (2.68%) - Air China (2.64%) [1] Group 3: Industry Breakdown - The industry composition of the index shows that industrials account for 51.38%, public utilities for 33.99%, communication services for 8.94%, consumer discretionary for 1.76%, energy for 1.69%, materials for 1.00%, financials for 0.84%, and real estate for 0.39% [2] Group 4: Index Sample Management - Stocks are included in the index based on their market capitalization ranking in the Shanghai market, with specific rules for inclusion and exclusion based on risk warnings and corporate actions [2]