证券之星消息，9月10日通信设备板块较上一交易日上涨3.51%，美利信领涨。当日上证指数报收于 3812.22，上涨0.13%。深证成指报收于12557.68，上涨0.38%。通信设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 301307 | 美利信 | 30.85 | 11.94% | | 27.21万 | 8.28亿 | | 002313 | 日海智能 | 12.42 | 10.01% | | 33.58万 | 4.06亿 | | 600776 | 东方通信 | 12.67 | 9.98% | | 38.93万 | 4.88亿 | | 688668 | 鼎通科技 | 113.02 | 8.36% | | 10.57万 | 11.80亿 | | 300689 | 澄天伟业 | 58.84 | 8.20% | | 7.05万 | 4.12亿 | | 300308 | 中际旭创 | 385.00 | 7.16% | | 62.01万 | 237.50亿 ...

Group 1 - The stock of Tianjin Qiyi Communication Broadcasting Co., Ltd. (七一二) increased by 5.2% to 22.06 CNY per share, with a trading volume of 313 million CNY and a turnover rate of 1.89%, resulting in a total market capitalization of 17.03 billion CNY [1] - The company, established on October 28, 2004, and listed on February 26, 2018, specializes in the research, production, and sales of military and civilian wireless communication terminal and system products [1] - The revenue composition of the company includes 54.49% from specialized wireless communication terminal products, 39.98% from system integration products, 3.31% from other sources, and 2.22% from material sales and maintenance [1] Group 2 - Yongying Technology Driven A (永赢科技驱动A) fund holds a significant position in Qiyi, having increased its holdings by 985,700 shares to a total of 3.5231 million shares, representing 5.72% of the fund's net value, making it the fourth-largest holding [2] - The fund has achieved a year-to-date return of 40.36%, ranking 1027 out of 8177 in its category, and a one-year return of 83.47%, ranking 621 out of 7982 [2] - The fund manager, Li Wenbin, has been in position for 8 years and 242 days, with the fund's total asset size at 1.451 billion CNY and a best return of 127.45% during his tenure [3]

资料显示，天津七一二通信广播股份有限公司位于天津开发区西区北大街141号，成立日期2004年10月 28日，上市日期2018年2月26日，公司主营业务涉及军民用无线通信终端及系统产品研发、生产和销 售。主营业务收入构成为：专用无线通信终端产品54.49%，系统集成产品39.98%，其他3.31%，材料销 售及维修等2.22%。 从基金十大重仓股角度 数据显示，长江资管旗下1只基金重仓七一二。长江均衡成长混合A（010663）二季度持有股数7万股， 占基金净值比例为2.71%，位居第十大重仓股。根据测算，今日浮盈赚取约7.63万元。 长江均衡成长混合A（010663）成立日期2020年12月30日，最新规模5044.73万。今年以来收益 11.73%，同类排名5374/8177；近一年收益38.06%，同类排名3983/7982；成立以来收益0.38%。 9月10日，七一二涨5.2%，截至发稿，报22.06元/股，成交3.13亿元，换手率1.89%，总市值170.30亿 元。 长江均衡成长混合A（010663）基金经理为徐婕。 截至发稿，徐婕累计任职时间20年22天，现任基金资产总规模3.5亿元，任职期间最佳基 ...

新华财经北京9月10日电（罗浩）沪深两市三大股指10日开盘涨跌不一，沪指微幅低开，深成指微幅高 开，创业板指显著高开。各股指盘初呈冲高回落态势，午间收盘前大幅反弹，午后在窄幅整理后有进一 步上涨，但冲高后涨幅有所收窄。至收盘时沪指和深成指小幅上涨，创业板指显著上涨。 板块方面，通信设备、油气开采板块当日整体涨幅靠前。短剧游戏、旅游、互联网、电信运营、Sora概 念、6G概念、CPO概念、液冷服务器等板块亦有显著上涨。锂矿、电气设备、PEEK材料等板块跌幅靠 前。 截至收盘，沪指报3812.22点，涨幅0.13%，成交额约8211亿元；深成指报12557.68点，涨幅0.38%，成 交额约11570亿元；创业板指报2904.27点，涨幅1.27%，成交额约5673亿元；科创综指报1529.17点，涨 幅0.39%，成交额约1976亿元；北证50指数报1609.82点，跌幅0.16%，成交额约261亿元。 机构观点 巨丰投顾：周三市场震荡回暖，油气开采板块涨幅居前。当前，经济中长期向好态势稳定，A股整体估 值仍具性价比，政策持续托底且资金面宽松，这些因素对于市场情绪形成潜在利好。在政策刺激下，A 股与经济有望同步 ...

海格通信触及涨停，中国联通涨近7%，创远信科、三维通信、万通发展、臻镭科技等跟涨。 (本文来自第一财经) ...

Wind数据显示，2025年9月10日午后开盘，中证全指通信设备指数涨超5%，成份股工业富联涨停，东 方通信、海格通信、中际旭创、新易盛等涨超7%；中证人工智能主题指数一度涨超4%，成份股协创数 据涨超12%，中际旭创、澜起科技、新易盛等跟涨。 消息面上，国务院新闻办举行高质量完成"十四五"规划系列主题新闻发布会，工信部发布五年来工业和 通信业发展成就，"十四五"期间，我国制造业增加值增量预计达到8万亿元，占全球比重接近30%，总 体规模连续15年保持全球第一；我国建成全球最大、覆盖最广的网络基础设施，5G基站达459.8万个， 重点工业互联网平台设备连接数超过1亿台（套）；建成3.5万多家基础级、230多家卓越级智能工厂。 天风证券坚定看好AI行业作为年度投资主线，整体上积极看好25年或成为国内AI基础设施竞赛元年以 及应用开花结果之年。中美AI均进展不断，同时推理端持续推进。建议持续关注AI产业动态及AI应用 的投资机会。此外，卫星近期有较多产业进展，卫星互联网作为未来空间广阔的产业方向，相关产业链 核心标的建议积极关注。 国盛证券认为，算力服务有望迎来业绩拐点。除了AI算力资本支出热潮的一阶受益者（硬件 ...

Core Viewpoint - Suzhou Saige Technology Co., Ltd. has been established, focusing on 5G communication technology services and semiconductor-related manufacturing and sales [1][2]. Company Information - The company is registered with a capital of 5 million yuan and is classified as a limited liability company (foreign investment and domestic joint venture) [2]. - The legal representative is Dong Langyou, and the company is located in Suzhou Industrial Park, Jiangsu Province [2]. - The business scope includes technology promotion and application services, 5G communication technology services, integrated circuit chip manufacturing and sales, electronic component manufacturing, and semiconductor lighting device manufacturing [1][2]. Shareholding Structure - The major shareholder is Shanghai Hao Village Enterprise Management Partnership (Limited Partnership), holding 90% of the shares [2]. - Another significant shareholder is Mate Communication Equipment (Suzhou) Co., Ltd., which holds 10% of the shares [2]. - Suzhou Chunxing Precision Mechanical Co., Ltd. holds 75% of the shares in Mate Communication Equipment Co., Ltd., while the latter holds 25% [2].

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 9 月 10 日上午， A 股三大股指震荡收涨。截至午间收盘，沪指报 3813.78 点，涨 0.17% ，深证成指涨 0.24% ，创业板指涨 1.14% 。科创 50 涨逾 1% 。 沪深两市半日成交额为 1.29 万亿元，与上个交易日基本持平。个股跌多涨少，市场共 2433 只个股上涨， 46 只个股涨停， 2821 只个股下跌。 从板块看，电信、通信设备、电子元器件、餐饮旅游领涨市场，覆铜板、 6G 、光模块（ CPO ）等概念股活跃；固态电池板块在连续 3 日上涨后出现回调，锂矿、锂电正极、动力电 池等概念板块纷纷走低；贵金属、化肥农药板块领跌。 | | | Wind热门概念指数 | V 20格 | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 覆铜板 | 光模块(CPO) | 电路板 | 6G | 通信设备 | 电信 | 电子元器件 | 电脑硬件 | | 4.36% | 3.11% | 2.8 ...

通信设备ETF（159583）跟踪中证通信设备主题指数 （931271），其成分中光模块龙头与算力硬件企 业占比极高，能精准映射光模块和算力产业的发展态势。没有场内账户的投资者可以通过联接基金（A 类021933； C 类021934）关注投资机遇。 （文章来源：每日经济新闻） 消息面，工业和信息化部日前向中国联通颁发卫星移动通信业务经营许可。中国联通可依法开展手机直 连卫星等业务，深化应急通信、海事通信、偏远地区通信等场景应用，丰富通信服务与产品供给。据 悉，中国移动也正积极向工信部申请卫星移动通信业务牌照。 今日三大指数翻红回暖，大科技方向活跃居前，其中通信、互联网服务、计算机设备、东数西算等板块 活跃居前，通信设备ETF（159583）盘中涨幅达5.63%，创业板人工智能 ETF 富国（159246）盘中涨幅 达5.43%。其中通信设备ETF成分股东方通信涨停。另外，通信设备ETF和创业板人工智能 ETF 富国共 有的成分股新易盛涨超8%，中际旭创涨幅超8%，天孚通信涨超5%。 ...

Group 1: New Energy Sector - The new energy sector has seen a significant rise, driven by capital flow towards relatively undervalued stocks, as previous high valuations in computing power stocks led to a shift in investor sentiment [2] - There is a slight improvement in the fundamentals of the new energy sector, but market consensus on sustaining this trend remains divided, with factors such as AIDC, solid-state batteries, and overall capital expenditure in lithium batteries contributing to the outlook [2] - It is advised to consider reducing positions in overvalued stocks while continuing to monitor those with reasonable valuations as the sector rotates [2] Group 2: Macro Economic Insights - The August non-farm payroll data showed a weakening trend, which was anticipated based on prior unemployment claims and ADP data, yet it remains positive, alleviating immediate recession fears [3] - The current unemployment rate is still above the threshold of 4.5%, suggesting that the Federal Reserve may have room to lower interest rates, with a 25 basis point cut in September appearing likely [3] Group 3: Real Estate Market - In August, the total area of residential land sold in 30 core cities decreased by 42.1% year-on-year, with an average floor price of 8,145 yuan per square meter, reflecting a 7.0% increase year-on-year [14] - The top 10 real estate companies saw a 12% month-on-month increase in sales, but a 3% year-on-year decline, indicating a divergence in performance among leading firms [15] - Recommendations include companies like China Merchants Shekou, China Jinmao, and others that are expected to benefit from urban renewal and structural optimization [15] Group 4: Pharmaceutical Sector - The investment strategy for innovative drugs post-licensing emphasizes that achieving licensing is not the end of value realization but a pivotal point for further development [16] - The actual sales peak of innovative drugs often diverges significantly from initial expectations, with market sentiment playing a crucial role in valuation [16] Group 5: Company-Specific Insights - Poly Developments maintained its leading position in sales with a signed amount of 181.2 billion yuan from January to August 2025, focusing on core cities [17] - GCL-Poly Energy's cash cost for granular silicon continues to decline, with a market share increase to 24.3% in the first half of 2025, indicating strong competitive positioning [19] - Jin Kai New Energy reported a revenue of 1.922 billion yuan in the first half of 2025, reflecting a 2.07% year-on-year increase, with a focus on expanding its project portfolio [20]