深圳上市国企特发信息（000070）被合同诈骗、职务侵占一案，迎来重要节点。 十年前收购埋下隐患 特发信息被合同诈骗、职务侵占一案，源于10年前其对特发东智的收购案。 2015年4月8日，特发信息与陈传荣等4名深圳东志科技有限公司（简称"深圳东志"，后更名为"特发东智"）股东签订《发行股份及支付现金购买资产协 议》，以支付现金和发行股份方式购买深圳东志100%股权。 一审判决出炉 12月11日晚间，特发信息公告称，针对公司因收购深圳特发东智科技有限公司（简称"特发东智"）被合同诈骗、职务侵占一案，公司于近日收到广东省深 圳市中级人民法院出具的《刑事判决书》。 经依法审理，被告人陈传荣、易宗湘、刘颖、王凌以非法占有为目的，在签订、履行协议过程中，通过财务造假的方式，骗取特发信息财物，数额特别巨 大，其四人的行为均已构成合同诈骗罪；被告人陈传荣、刘冰还利用职务上的便利，将单位财物非法占为己有，数额巨大，其二人行为均构成职务侵占 罪。 根据公告，一审判决追缴被告人陈传荣合同诈骗的全部犯罪所得，包括其未售的特发信息股票和现金1.45亿元（已扣减利润补偿款1.2亿元及王凌退缴的 165.5万元）；判决追缴被告人陈传荣、 ...

Market Overview - A-shares experienced a significant increase on December 12, with trading volume exceeding 2 trillion yuan, reaching 2.12 trillion yuan, a rise of 233.7 billion yuan from the previous day [2][9] - The Shanghai Composite Index rose by 0.41% to 3889.35 points, while the ChiNext Index increased by 0.97% to 3194.36 points [2] Sector Performance - The power equipment sector saw a surge, with 19 stocks hitting the daily limit, including Zhongneng Electric and Tongguang Cable, which both rose by nearly 20% [6][7] - Technology stocks, particularly in controllable nuclear fusion, high-bandwidth memory, superconductors, and fourth-generation semiconductors, performed strongly, while consumer sectors lagged due to a lack of performance inflection points [4][9] - Among 31 first-level industries, 21 sectors recorded gains, with notable increases in non-ferrous metals, electronics, power equipment, machinery, communication, and defense industries, all exceeding 1% [5] Investment Sentiment - The central economic work conference has positively influenced market sentiment, signaling supportive macro policies that bolster investor confidence [9][10] - The adjustment of the CSI 300 index components has led to increased passive investment in technology and communication sectors, further enhancing market sentiment [10] Future Outlook - Analysts suggest that the A-share market may continue its upward trend, supported by ongoing positive policy signals and active performance in technology sectors [11][12] - Structural opportunities are expected to arise, particularly in technology, new energy, and communication sectors, as well as in areas benefiting from policy support and domestic substitution [12]

格隆汇12月12日丨特发信息(000070.SZ)在投资者互动平台表示,公司目前不涉及芯片研发。 ...

据天眼查APP显示，苏州盛科通信股份有限公司成立于2005年01月31日，注册资本41000万人民币。 （数据宝） 12月12日盛科通信-U大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 价（%） | 业部 | | | 25.70 | 3744.26 | 145.70 | 0.00 | 机构专 | 瑞银证券有限责任公司上海花园石 | | | | | | 用 | 桥路证券营业部 | | 2.08 | 303.06 | 145.70 | 0.00 | 机构专 | 中信证券股份有限公司总部(非营 | | | | | | 用 | 业场所) | （文章来源：证券时报网） 盛科通信-U12月12日大宗交易平台共发生2笔成交，合计成交量27.78万股，成交金额4047.32万元。成 交价格均为145.70元。从参与大宗交易营业部来看，机构专用席位共出现在2笔成交的买方或卖方营业 部中，合计成交金额为4047.32万元，净买入4047.32万元。 ...

（原标题：天孚通信最新股东户数环比下降27.74%） 天孚通信12月12日披露，截至12月10日公司股东户数为102831户，较上期（11月30日）减少39478户，环比降幅为27.74%。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 公司发布的三季报数据显示，前三季公司共实现营业收入39.18亿元，同比增长63.63%，实现净利润14.65亿元，同比增长50.07%，基本每股收益 为1.8863元，加权平均净资产收益率31.30%。 机构评级来看，近一个月该股获4家机构买入评级。预计目标价最高的是国泰海通，12月3日国泰海通发布的研报给予公司目标价250.00元。（数 据宝） 证券时报•数据宝统计，截至发稿，天孚通信收盘价为215.16元，下跌2.06%，本期筹码集中以来股价累计上涨36.18%。具体到各交易日，7次上 涨，3次下跌。 ...

两融数据显示，该股最新融资余额为25.32亿元，近5日增加1605.23万元，增幅为0.64%。 据天眼查APP显示，江苏中天科技股份有限公司成立于1996年02月09日，注册资本341294.9652万人民 币。（数据宝） 中天科技12月12日大宗交易平台共发生5笔成交，合计成交量519.74万股，成交金额9016.90万元。以折 溢价进行统计，今日有1笔为折价交易，折价率最高达13.23%。从参与大宗交易营业部来看，机构专用 席位共出现在4笔成交的买方或卖方营业部中，合计成交金额为7853.83万元，净买入7853.83万元。 证券时报·数据宝统计显示，中天科技今日收盘价为17.69元，上涨3.75%，日换手率为6.68%，成交额为 39.95亿元，全天主力资金净流入4.80亿元，近5日该股累计上涨5.55%，近5日资金合计净流入6.21亿 元。 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | ...

Core Viewpoint - The A-share market experienced a significant increase in trading volume, driven by positive signals from the Central Economic Work Conference, although there remains notable sector differentiation in performance [1][9]. Market Performance - The trading volume reached 2.12 trillion yuan, an increase of 233.7 billion yuan from the previous day, with the Shanghai Composite Index rising by 0.41% to 3889.35 points and the ChiNext Index increasing by 0.97% to 3194.36 points [2]. - A total of 2683 stocks rose, with 83 hitting the daily limit up, while 2612 stocks fell, with 26 hitting the daily limit down [6][7]. Sector Analysis - Technology stocks, particularly in power equipment, communication, and defense industries, saw strong performance, with 21 out of 31 sectors rising, including notable gains in non-ferrous metals, electronics, and power equipment [4][9]. - The power equipment sector experienced a surge, with 19 stocks hitting the daily limit up, indicating strong investor interest [7]. Investment Trends - The Central Economic Work Conference emphasized support for technology innovation and new energy sectors, which has led to increased investment in related stocks, particularly in power equipment and communication sectors [9][10]. - The market sentiment is expected to remain positive, with potential for a "slow bull" market trend, driven by continued policy support and sector performance [10][11]. Future Outlook - Analysts suggest that the market may continue to experience fluctuations, with a focus on sectors that align with policy support, particularly technology and cyclical industries [11][12]. - The upcoming spring market is anticipated to focus on sectors with significant growth potential, such as communication equipment benefiting from AI infrastructure and semiconductor industries supported by domestic substitution policies [12].

Core Viewpoint - The company is actively expanding its communication business and product offerings, leveraging partnerships with major telecom operators and entering new markets such as smart data centers and industrial automation [1] Group 1: Communication Business - The company collaborates with major telecom operators like China Mobile, China Telecom, and China Unicom to provide communication infrastructure [1] - The company is enhancing its technical capabilities to enter the smart data center market, having already provided services for multiple projects, including those for Hangzhou Hangang Cloud Computing Data Center [1] - The company has successfully qualified for the whitelist of WanGuo Data and YouFu, laying a solid foundation for future business development [1] Group 2: Product Expansion - The company is developing industrial control cabinets and automation control cabinets, broadening its application fields to include industrial enterprises, rail transportation, national high-speed rail, and renewable energy [1] - The company has made initial progress in the distribution product sector, becoming a candidate for three projects with the State Grid [1] - As of 2025, the company has won a total of 81.2742 million yuan in State Grid projects, enriching its product categories and expanding business scenarios, which continuously enhances its performance and product competitiveness [1]

Core Insights - Huawei, in collaboration with various telecom operators, has received multiple awards at the Global Telecoms Awards, recognizing its contributions to the telecom industry and its continuous innovation in digital operations [1][7]. Group 1: Awards and Recognition - Huawei and Kenya's Safaricom won the Best BSS/OSS Modernization Award for their innovative solutions in operational efficiency [1][7]. - Huawei partnered with Indonesia's Telkomsel to win the Best Customer Satisfaction Award, highlighting their successful AI-enhanced digital twin project that improved customer experience [1][4][10]. - Huawei and China Mobile received the Highly Commended Security Solution of the Year Award for their comprehensive data security solutions [1][12]. Group 2: Technological Innovations - AI technology is becoming a core driver of intelligence in OSS/BSS operations, with Safaricom launching the AI-driven Idea-to-Cash platform, significantly reducing time-to-market and improving marketing conversion rates [2][8]. - The I2C platform has led to a 90% increase in configuration accuracy and doubled marketing conversion rates, contributing to continuous growth in ARPU [2][8]. - The AI-enhanced digital twin project with Telkomsel achieved a 15% increase in Net Promoter Score (NPS) and a 1.5% growth in ARPU, showcasing a new revenue model for operators [4][10]. Group 3: Security Solutions - Huawei and China Mobile developed an AI+BOSS system that enhances data security across its lifecycle, achieving over 99% accuracy in sensitive data classification [4][12]. - The system allows for rapid risk analysis, completing ordinary operations in 30 seconds and high-risk operations in 12 seconds, while improving audit efficiency by 95% [4][10].

股价大跌之后，中兴通讯抛出回购计划。 12月11日，中兴通讯股价跌停，公司当天发布重大事项公告称，董事会已知悉近期新闻媒体针对公 司涉及美国《反海外腐败法》合规性调查的报道。公司正与美国司法部就有关事项进行沟通，并将通过 法律等手段坚决维护自身权益。 12月12日，中兴通讯公告，公司拟使用自有资金以集中竞价交易方式回购公司A股股份，用于实施 公司员工持股计划或者股权激励。本次回购资金总额为不低于人民币10亿元且不超过人民币12亿元(均 包含本数)，回购价格不超过63.09元/股。 中兴通讯表示，公司始终坚持全面强化合规体系建设，致力于建设行业领先的合规体系。公司反对 一切形式的腐败行为，对任何可能相关的个人持零容忍态度。公司目前生产经营一切正常。 按回购资金总额下限10亿元、回购价格上限63.09元/股进行测算，预计回购A股股份总数约为 1585.04万股，约占公司目前已发行总股本的 0.33%；按回购资金总额上限12亿元、回购价格上限63.09 元/股进行测算，预计回购A股股份总数约为1902.04万股，约占公司目前已发行总股本的 0.40%。具体 回购股份的数量以回购期满时实际回购的股份数量为准。本次回购 ...