根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第9号——回购股份》等相关 规定，公司在回购股份期间，应当在每个月的前三个交易日内公告截至上月末的回购进展情况。 现将有关情况公告如下：截至2026年1月31日，公司尚未实施本次股份回购。 格隆汇2月3日丨中兴通讯(00763.HK)公告，中兴通讯股份有限公司(以下简称"公司")于2025年12月12日 召开的第十届董事会第十七次会议审议通过了《关于以集中竞价交易方式回购公司A股股份方案的议 案》，同意公司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。回购资金总额不低于人民币10亿元且不超过人民币12亿元(均包含本数)，回购价格不超过人 民币63.09元/股。 ...

Group 1 - The A-share market experienced a technical rebound on February 3, with major indices rising across the board. The Shanghai Composite Index increased by 1.29% to 4067.74 points, the Shenzhen Component rose by 2.19%, the ChiNext Index gained 1.86%, the CSI 300 climbed 1.18%, and the STAR 50 was up by 1.39% [1] - A total of 4583 stocks rose while 514 declined, with 89 stocks remaining unchanged. The total trading volume in the Shanghai and Shenzhen markets was 2.54 trillion yuan, a decrease of approximately 405.33 billion yuan compared to the previous trading day, with a net inflow of 14.4 billion yuan in major funds [1] Group 2 - In terms of capital flow, sectors such as communication equipment, internet services, photovoltaic equipment, aerospace, and electric grid equipment saw significant net inflows, while sectors like non-ferrous metals, precious metals, securities, semiconductors, and banking experienced net outflows [7] - Market analyst Xu Xiaoming noted that the market opened high and absorbed some of the previous day's losses, with a dip in the morning followed by a steady rise, closing at a high and recovering more than half of the previous day's decline. This behavior is reminiscent of the resilience seen in U.S. stocks during downturns, where significant buying occurs after large declines, often leading to consecutive gains [7] - Xu Xiaoming expressed hope for a slow bull market in A-shares, aiming for 2026 to be the year of a slow bull market. He emphasized the importance of defensive strategies when trends break down, suggesting that waiting for risk to subside before increasing positions is a prudent approach [7][8]

（文章来源：第一财经） 中兴通讯晚间公告，公司于2025年12月12日董事会会议通过了A股股份回购方案，计划使用自有资金以 集中竞价交易方式回购A股股份，资金总额不低于10亿元且不超过12亿元，回购价格不超过63.09元/ 股，期限为12个月。截至2026年1月31日，公司尚未实施股份回购。后续将根据市场情况在回购期限内 推进回购计划，并履行相关信息披露义务。 ...

Group 1 - The company has made preliminary research and development achievements in the 6G technology field, specifically in K/Ka band active phased array antennas, reconfigurable metasurface array antennas, and millimeter-wave radar [1] - The company plans to continue exploring the realization of industrialization in these areas [1]

Core Viewpoint - The communication equipment sector experienced a significant increase, with a 2.95% rise on February 3, driven by strong performances from individual stocks like Dekoli and Tianfu Communication [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Dekoli led the gains in the communication equipment sector with a closing price of 191.48, reflecting a 13.94% increase [1] - Other notable performers included Tianfu Communication, which rose by 13.21% to 270.00, and Cheng Tian Wei Ye, which increased by 11.96% to 58.43 [1] Group 2: Trading Volume and Value - Dekoli had a trading volume of 191,500 shares, with a transaction value of 34.72 billion [1] - Tianfu Communication recorded a trading volume of 619,900 shares, with a transaction value of 162.25 billion [1] - The total trading volume and value for the communication equipment sector showed robust activity, indicating strong investor interest [1] Group 3: Capital Flow - The communication equipment sector saw a net inflow of 134 million from institutional investors, while retail investors experienced a net outflow of 1.38 billion [2] - Major stocks like Tongyu Communication and Yongding Co. attracted significant net inflows of 10.59 billion and 906 million, respectively [3] - The overall capital flow indicates a divergence in investor sentiment, with institutional investors favoring certain stocks while retail investors withdrew [2][3]

Group 1 - The core point of the article is that JPMorgan has increased its long position in ZTE Corporation's H-shares from 9.63% to 9.67% as of January 28, 2026 [1]

Group 1 - In January, despite a strong rise in A-shares, the Qianhai Kaiyuan Artificial Intelligence Theme Mixed Fund C and A experienced declines of 4.52% and 4.49% respectively [1] - The top ten holdings of the fund include companies such as Zhongji Xuchuang, Xinyi Sheng, Cambricon, Huanshu Electronics, and Inspur Information [2] - The fund has been managed by Qu Yang and Wei Chun since March 16, 2021, with Wei Chun having over 6 years of management experience and Qu Yang having 12 years [3] Group 2 - As of January 20, 2025, the cumulative return of the Qianhai Kaiyuan Artificial Intelligence Theme Mixed Fund C is down 16.16%, while the A share, established on May 4, 2016, has a cumulative return of only 32.24% [3] - The fund's net value as of February 2, 2026, is 1.3170, with a decline of 3.20% [4] - The fund's performance over the past year shows a decrease of 16.66%, and it has a total scale of 0.62 billion yuan as of December 31, 2025 [4]

Core Viewpoint - DingTong Technology (688668.SH) has recently stated that its satellite communication assembly system's CANFD connector products have passed customer certification and are being delivered according to customer orders, although they contribute less than 1% to the company's overall revenue, thus having a minimal impact on revenue [1] Group 1 - The CANFD connector products have been certified by customers [1] - Deliveries are being made based on customer order requirements [1] - The revenue contribution from these products is less than 1% of the company's total revenue [1]

Core Viewpoint - The company plans to repurchase shares worth between 10 million to 20 million yuan for employee stock ownership plans or equity incentives, with a repurchase deadline set for April 9, 2026 [1] Summary by Categories Share Repurchase Plan - The company announced a share repurchase plan on April 10, 2025, with a budget of 10 million to 20 million yuan [1] - The repurchase period is set to last until April 9, 2026 [1] Current Repurchase Status - As of January 31, 2026, the company has repurchased a total of 569,105 shares, which represents 0.8623% of the total share capital [1] - The repurchase price ranged from 22.16 yuan to 30.40 yuan per share, with a total expenditure of approximately 13.3471245 million yuan [1]

Market Performance - The A-share market saw a collective rise in the three major indices on February 3, with the Shanghai Composite Index increasing by 1.29% to close at 4067.74 points, the Shenzhen Component Index rising by 2.19% to 14127.11 points, and the ChiNext Index up by 1.86% to 3324.89 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 25,658 billion, showing a slight decrease of 411 billion compared to the previous day [1] Sector Performance - The industry sectors exhibited a broad-based rally, with significant gains in shipbuilding, photovoltaic equipment, minor metals, glass fiber, engineering machinery, communication equipment, and aerospace sectors, while banking, insurance, and liquor industries experienced declines [2] - Over 4,800 stocks rose, with more than 80 stocks hitting the daily limit [2] Notable Stocks and Concepts - The commercial aerospace concept surged, with stocks like Jili Suoju, Tongyu Communication, Shenjian Co., and Zhongchao Holdings hitting the daily limit [2] - The space photovoltaic concept continued to strengthen, with Guosheng Technology, Jinjing Technology, Zerun New Energy, and Haiyou New Materials also reaching the daily limit [2] - The chemical sector was active, with Hongbaoli achieving two consecutive limits in three days and Wanfeng Co. hitting four consecutive limits [2] - The precious metals concept rebounded, with Hunan Gold achieving six limits in seven days [2] - The AI application concept remained active, with Zhewen Huli hitting five limits in eleven days [2]