天眼查商业履历信息显示，北京歌华有线电视网络股份有限公司，成立于1999年，位于北京市，是一家 以从事电信、广播电视和卫星传输服务为主的企业。企业注册资本139177.7884万人民币，实缴资本 139177.7884万人民币。公司法定代表人为郭章鹏。 通过天眼查大数据分析，北京歌华有线电视网络股份有限公司共对外投资了24家企业，参与招投标项目 3111次，知识产权方面有商标信息12条，专利信息45条，此外企业还拥有行政许可18个。 来源：金融界 金融界消息 截至2025年8月1日收盘，歌华有线（600037）报收于8.7元，上涨0.81%，换手率1.97%，成 交量27.38万手，成交金额2.36亿元。 资金流向方面，今日主力资金净流入3478.22万元，占比成交额14.71%。其中，超大单净流入3231.60万 元、占成交额13.67%，大单净流入246.62万元、占成交额1.04%，中单净流出流出829.06万元、占成交 额3.51%，小单净流出2649.16万元、占成交额11.2%。 歌华有线最新一期业绩显示，截至2025一季报，公司营业总收入4.56亿元、同比减少13.95%，归属净利 润3435. ...

Financial Performance - Consolidated revenue increased by 7% year-over-year to $2426 million[21] - Consolidated EBITDA increased by 6% year-over-year to $771 million[21] - HKT revenue increased by 4% year-over-year to $2221 million, with EBITDA up by 3% to $818 million[20] - OTT revenue increased by 10% year-over-year to $153 million, with EBITDA up significantly by 51% to $44 million[20] - Free TV & Related revenue was $44 million, with EBITDA at $6 million[20] OTT Business (Viu) - Viu maintained its position as the No 1 Asian OTT platform in GSEA with 138 million paid subscribers[17] - Viu's subscription and advertising revenues grew by 27% and 29% year-over-year respectively[42] - Viu's EBITDA margin expanded by 8 percentage points year-over-year to 29%[42] HKT Business - Mobile services revenue grew by 5% year-over-year[92] - Local data revenue grew by 11% year-over-year[92] - Broadband revenue grew by 3% year-over-year[92] Cost Efficiency and Capex - Operating expenses decreased by 5% year-over-year[110] - Capex to revenue ratio improved to 58%[115] Dividend - 2025 Interim Dividend per share is 977 HK cents[28]

智通财经APP讯，电讯盈科(00008)发布公告，将于2025年9月5日派发截至2025年6月30日止六个月中期 股息每股0.0977港元。 ...

Group 1 - The Shanghai Composite Index decreased by 0.37%, while the China Hong Kong 300 Infrastructure Index (H300 Infrastructure) reported at 1911.45 points [1] - The China Hong Kong 300 Infrastructure Index has increased by 2.72% in the past month, 7.02% in the past three months, and 10.09% year-to-date [1] - The index is composed of securities from various sectors including banking, transportation, resources, infrastructure, logistics, and leisure, reflecting the overall performance of different thematic listed companies in the Hong Kong market [1] Group 2 - The top ten holdings of the China Hong Kong 300 Infrastructure Index include China Mobile (33.28%), CK Hutchison (8.61%), CLP Holdings (8.61%), China Telecom (5.25%), Hong Kong and China Gas (4.91%), Power Assets Holdings (4.82%), China Unicom (3.73%), ENN Energy (3.17%), Cheung Kong Infrastructure (2.62%), and China Resources Power (2.52%) [1] - The index's holdings are entirely composed of stocks listed on the Hong Kong Stock Exchange, with telecommunications services accounting for 52.51%, utilities for 42.06%, construction and decoration for 4.19%, and transportation for 1.24% [1] Group 3 - The index sample is adjusted every six months, with adjustments implemented on the next trading day following the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made under special circumstances [2]

Core Viewpoint - The Hang Seng High Dividend Yield Index (HSSCHKY) has experienced a decline of 1.01% as of August 1, 2025, with mixed performance among constituent stocks [1] Group 1: Market Performance - China Telecom (00728) led the gains with an increase of 1.65%, while China Petroleum & Chemical Corporation (00386) saw the largest decline at 5.65% [1] - The Bosera Hang Seng High Dividend ETF (513690) decreased by 1.12%, with the latest price at 1.06 yuan, but has risen by 3.28% over the past two weeks as of July 31, 2025 [1][2] - Southbound funds recorded a net purchase of 131.26 billion HKD in Hong Kong stocks on July 31, with a cumulative net inflow of 1,356.48 billion HKD for July, marking a historical high for the year [1] Group 2: Fund Performance - The Bosera Hang Seng High Dividend ETF has a current scale of 48.20 billion yuan, with a net inflow of 4.57 billion yuan over the last 23 trading days [2] - The ETF's financing buy-in amount reached 630.26 million yuan, with a financing balance of 1,044.09 million yuan [2] - The ETF has achieved a net value increase of 41.43% over the past three years, ranking 150 out of 1,829 index equity funds [2] Group 3: Risk and Return Metrics - The ETF's Sharpe ratio for the past year is 1.97, indicating a favorable risk-adjusted return [3] - As of July 31, 2025, the ETF has a year-to-date relative drawdown of 0.39%, with a recovery period of 37 days [3] - The management fee for the ETF is 0.50%, and the custody fee is 0.10% [3] Group 4: Index Composition - The HSSCHKY Index aims to reflect the performance of high dividend securities listed in Hong Kong that can be traded through the Stock Connect [4] - The top ten weighted stocks in the index account for 29.19% of the total index, including Yanzhou Coal Mining Company (01171) and Hang Lung Properties (00101) [4]

Core Insights - Global capital is rebalancing, with foreign investment increasing in China, particularly in high-tech sectors and major cities like Shenzhen [1][4][8]. Investment Trends - In the first half of the year, 30,014 new foreign-invested enterprises were established in China, a year-on-year increase of 11.7%, with actual foreign investment amounting to 423.23 billion yuan [2]. - Shenzhen led the way with 5,581 new foreign-invested enterprises, a 100% increase, and actual foreign investment reaching 20.9 billion yuan, up 11.3% [3][8]. Sector Preferences - Foreign investment is increasingly focused on high-tech industries, particularly telecommunications and healthcare, with Shenzhen seeing a significant rise in new foreign-invested enterprises in these sectors [4][17]. - In the first half of the year, Shenzhen established 113 new foreign-invested medical enterprises, a remarkable increase of 85.2%, and 635 new foreign-invested telecommunications enterprises, up 60% [17]. Regional Dynamics - Major cities in China exhibit different preferences for foreign investment, with Beijing focusing on research and development, Shanghai on finance and trade, Guangzhou on commerce, and Shenzhen on innovation and manufacturing [12][13][14]. - Shanghai reported 3,019 new foreign-invested enterprises and actual foreign investment of approximately 61.29 billion yuan in the first half of the year [10]. Notable Investments - Siemens Medical has established a new R&D and manufacturing base in Shenzhen, investing over 1 billion yuan, which will focus on advanced medical equipment [6]. - Valeo, a leading automotive supplier, has also expanded its operations in Shenzhen, highlighting the city's strong manufacturing capabilities [7]. Future Outlook - The acceleration of service industry openings, particularly in telecommunications and healthcare, is expected to create new investment opportunities for foreign capital [15][16]. - The trend of foreign investment in China is anticipated to continue, with major international investment firms expressing optimism about Chinese assets [8][9].

Group 1 - The core viewpoint of the news is that China Tower Corporation has applied for a patent related to a method and device for determining system performance bottleneck indicators, which aims to improve efficiency in identifying these bottlenecks in production systems [1][3] Group 2 - China Tower Corporation was established in 2014 and is based in Beijing, primarily engaged in telecommunications, broadcasting, television, and satellite transmission services [2] - The company has a registered capital of approximately 1.76 billion RMB [2] - China Tower Corporation has made investments in 4 companies, participated in 5000 bidding projects, and holds 762 patents along with 182 trademark registrations [2]

天眼查商业履历信息显示，华数传媒控股股份有限公司，成立于1994年，位于杭州市，是一家以从事电 信、广播电视和卫星传输服务为主的企业。企业注册资本185293.2442万人民币，实缴资本57263.7105万 人民币。公司法定代表人为鲍林强。 通过天眼查大数据分析，华数传媒控股股份有限公司共对外投资了8家企业，参与招投标项目4097次， 专利信息1条，此外企业还拥有行政许可7个。 来源：金融界 金融界消息 截至2025年7月31日收盘，华数传媒（000156）报收于8.23元，下跌1.08%，换手率0.77%， 成交量13.17万手，成交金额1.09亿元。 资金流向方面，今日主力资金净流出1482.21万元，占比成交额13.63%。其中，超大单净流出1256.32万 元、占成交额11.56%，大单净流出225.89万元、占成交额2.08%，中单净流出流入323.75万元、占成交 额2.98%，小单净流入1158.46万元、占成交额10.66%。 华数传媒最新一期业绩显示，截至2025一季报，公司营业总收入21.19亿元、同比增长3.62%，归属净利 润1.31亿元，同比增长17.16%，扣非净利润1.07亿元 ...

Core Insights - The telecommunications industry in China has shown resilience with a year-on-year growth of 9.3% in total business volume, while the electronic information manufacturing industry increased by 11.1% and software business revenue grew by 11.2% [1][4]. Infrastructure Development - The construction of information infrastructure has accelerated, with a total of 4.55 million 5G base stations and 1.118 billion 5G mobile phone users by the end of June, achieving a user penetration rate of over 79% [1]. - Over 300 cities have deployed 5G-A networks, enhancing network technology and services, which has led to the emergence of new application scenarios such as low-altitude economy and smart manufacturing [1]. Digital Economy Growth - The "dual-gigabit" network development and the rapid advancement of intelligent computing have laid a solid foundation for the sustained growth of the information and communication industry, with 30.22 million gigabit network service ports and 226 million gigabit broadband users [2]. - The national computing resource layout has been optimized, with 10.43 million standard computing racks in use and an intelligent computing scale of 748 EFLOPS, ranking among the world's top [2]. Application of Digital Technologies - The application of digital technologies, particularly 5G and artificial intelligence, has deepened, with 5G applications integrated into 86 out of 97 major categories of the national economy, and over 138,000 5G application cases [3]. - The "5G + Industrial Internet" projects have surpassed 18,500, significantly driving the digital transformation of industries [3]. Information Consumption Trends - New applications such as 5G new calls, live streaming, and cloud gaming have rapidly emerged, leading to a continuous double-digit growth in mobile internet traffic for six consecutive months [4]. - The digital industry achieved a business revenue growth of 9.3% in the first half of the year, with electronic information manufacturing and software services playing a crucial role in this growth [4][5]. Software and IT Services Performance - The software and information technology service industry has shown stable growth, with software business revenue reaching 557.88 billion yuan, a year-on-year increase of 11.2% [5]. - The cloud computing and big data services generated 58.55 billion yuan in revenue, also reflecting an 11.2% growth [5]. Hardware Innovations - Several domestic companies have launched key products in high-growth areas such as security chips and AI-integrated devices, with over 100 AI terminal devices developed [6]. - The sales volume of AI glasses on JD.com increased sevenfold during the "618" shopping festival, indicating a growing consumer interest in AI smart terminal devices [6]. Social Impact and Accessibility - The telecommunications industry has focused on improving public services, achieving over 90% coverage of 5G in administrative villages, thus narrowing the digital divide [6]. - Initiatives to enhance digital accessibility for the elderly have included the adaptation of over 3,000 websites and apps, as well as the organization of over 400,000 digital literacy classes [6]. Future Outlook - The information and communication industry is positioned to inject continuous new momentum into high-quality economic and social development as it enters the planning phase for the 15th Five-Year Plan [7].

湘邮科技最新一期业绩显示，截至2025一季报，公司营业总收入1.01亿元、同比增长25.20%，归属净利 润555.33万元，同比增长171.49%，扣非净利润537.67万元，同比增长369.98%，流动比率0.580、速动比 率0.479、资产负债率87.81%。 天眼查商业履历信息显示，湖南湘邮科技股份有限公司，成立于2000年，位于长沙市，是一家以从事电 信、广播电视和卫星传输服务为主的企业。企业注册资本16107万人民币，实缴资本7378.2524万人民 币。公司法定代表人为董志宏。 通过天眼查大数据分析，湖南湘邮科技股份有限公司共对外投资了6家企业，参与招投标项目726次，知 识产权方面有商标信息67条，专利信息33条，此外企业还拥有行政许可3个。 金融界消息 截至2025年7月30日收盘，湘邮科技（600476）报收于18.37元，上涨0.33%，换手率 5.37%，成交量8.65万手，成交金额1.58亿元。 来源：金融界 资金流向方面，今日主力资金净流入1016.38万元，占比成交额6.43%。其中，超大单净流入192.28万 元、占成交额1.22%，大单净流入824.11万元、占成交额5.2 ...