据证券之星公开数据整理，近期日海智能(002313)发布2025年中报。截至本报告期末，公司营业总收入 13.14亿元，同比下降18.51%，归母净利润-4349.26万元，同比下降14.4%。按单季度数据看，第二季度 营业总收入7.02亿元，同比下降12.93%，第二季度归母净利润-1355.21万元，同比上升53.15%。本报告 期日海智能短期债务压力上升，流动比率达0.81。 本次财报公布的各项数据指标表现不尽如人意。其中，毛利率16.47%，同比减9.68%，净利率-3.31%， 同比减40.1%，销售费用、管理费用、财务费用总计1.88亿元，三费占营收比14.32%，同比增15.13%， 每股净资产0.06元，同比减85.35%，每股经营性现金流0.47元，同比增267.2%，每股收益-0.12元，同比 减14.48% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 16.13亿 | 13.14亿 | -18.51% | | 归母净利润(元) | -3801.66万 | -4349.26万 | -14. ...

Core Insights - ZTE Corporation reported a revenue of 71.55 billion yuan for the first half of 2025, representing a year-on-year growth of 14.5% [2] - The net profit attributable to shareholders was 5.06 billion yuan, with a non-recurring net profit of 4.1 billion yuan [2] - The company’s strategy focuses on AI and ICT integration, aiming to enhance market share both domestically and internationally [2] Financial Performance - Revenue breakdown: Domestic market revenue was 50.62 billion yuan (70.7% of total), while international market revenue was 20.93 billion yuan (29.3% of total), with year-on-year growth of 17.5% and 7.8% respectively [2] - Business segment performance: Revenue from carrier networks was 35.06 billion yuan, from government and enterprise was 19.25 billion yuan, and from consumer business was 17.24 billion yuan [2] - The second curve revenue, represented by computing and terminal products, grew nearly 100% year-on-year, accounting for over 35% of total revenue [2] R&D and Innovation - R&D expenses totaled 12.66 billion yuan, approximately 18% of total revenue [3] - The company holds around 94,000 global patent applications, with over 50,000 patents granted [3] - In the AI sector, ZTE has nearly 5,500 patent applications, with almost half already authorized; in the chip sector, there are about 5,700 applications with over 3,700 granted [3]

Core Viewpoint - The 6G concept sector has shown a significant increase of 4.26%, ranking 7th among concept sectors, with notable stocks experiencing substantial gains [1][2]. Market Performance - As of August 28, the 6G concept sector saw 66 stocks rise, with top performers including Sanwei Communication, Woge Optoelectronics, and Chongda Technology hitting the daily limit up [1]. - The leading gainers in the sector were Dongtian Microelectronics, Mingyang Circuit, and Chuangyuan Xinke, with increases of 15.38%, 8.77%, and 8.68% respectively [1]. - Conversely, stocks such as Qiyuan Er, Zhizhen Technology, and Cixing Co. experienced declines of 3.06%, 1.56%, and 1.14% respectively [1]. Capital Flow - The 6G concept sector attracted a net inflow of 4.422 billion yuan, with 35 stocks receiving net inflows, and 11 stocks exceeding 100 million yuan in net inflow [2]. - ZTE Corporation led the net inflow with 1.352 billion yuan, followed by Hengtong Optoelectronics, Huagong Technology, and Sanwei Communication with net inflows of 615 million yuan, 515 million yuan, and 482 million yuan respectively [2]. Stock Performance Metrics - Notable stocks in the 6G concept sector included: - ZTE Corporation: 7.53% increase, 8.77% turnover rate, and a net inflow of 1.351 billion yuan [3]. - Hengtong Optoelectronics: 8.52% increase, 10.09% turnover rate, and a net inflow of 615 million yuan [3]. - Huagong Technology: 5.78% increase, 10.30% turnover rate, and a net inflow of 515 million yuan [3]. - Sanwei Communication: 10.06% increase, 12.91% turnover rate, and a net inflow of 481 million yuan [3]. Additional Insights - The highest net inflow ratios were observed in Sanwei Communication (52.53%), Teifa Information (25.21%), and Woge Optoelectronics (22.87%) [3].

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交48.04亿元，其中，买入成交额为29.52亿 元，卖出成交额为18.52亿元，合计净买入11.00亿元。 具体来看，今日上榜的营业部中，共有5家机构专用席位现身，即买三、买四、卖二、卖三、卖四、卖 五，合计买入金额4.07亿元，卖出金额9.88亿元，合计净卖出5.81亿元，深股通为第一大买入营业部及 第一大卖出营业部，买入金额为21.23亿元，卖出金额为8.53亿元，合计净买入12.70亿元。 天孚通信今日涨停，全天换手率8.58%，成交额113.92亿元，振幅16.34%。龙虎榜数据显示，机构净卖 出5.81亿元，深股通净买入12.70亿元，营业部席位合计净买入4.10亿元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，机构专用席位净卖出5.81亿元，深股通 净买入12.70亿元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 深股通专用 | 212282.58 | 85268.78 | | 买二 | 国泰海 ...

Core Viewpoint - The company, Chuangyuan Xinke, has signed a strategic cooperation agreement with the East China Branch of the China Academy of Information and Communications Technology to focus on the development of "6G+AI" and "6G+Satellite" technologies [1] Group 1 - The agreement was signed on August 28 at the company's headquarters [1] - The collaboration aims to establish a comprehensive concept verification system that includes technical feasibility validation, market value assessment, and industry chain collaborative incubation [1] - Both parties will jointly promote the construction of a new generation 6G communication and satellite internet testing and verification center [1]

Core Insights - ZTE Corporation reported a revenue of approximately 71.55 billion yuan for the first half of 2025, representing a year-on-year growth of 14.51% [1] - The net profit attributable to shareholders decreased to about 5.06 billion yuan, down 11.77% year-on-year, with basic earnings per share at 1.06 yuan [1] Domestic Market Performance - The domestic market revenue reached approximately 50.62 billion yuan, growing by 17.55% year-on-year, accounting for 70.74% of total revenue [1] - The gross margin was 33.69%, a decline of 8.74 percentage points year-on-year [1] - The company is focusing on deepening its presence in wireless and wired products while expanding into smart data center projects and future technology directions like 10G access [1] International Market Performance - The international market revenue was approximately 20.94 billion yuan, with a year-on-year increase of 7.77%, making up 29.26% of total revenue [2] - The gross margin for international operations was 29.45%, down 6.57 percentage points year-on-year [2] - The company is leveraging opportunities in the Asia-Pacific region, Africa, and Latin America, focusing on key operators and infrastructure modernization [2] Business Segments - For operator clients, ZTE is maintaining its strategy focused on major operators and enhancing its market position through key product offerings [2] - In the enterprise sector, the company is capitalizing on the overseas expansion of Chinese enterprises and the acceleration of data center and server infrastructure construction in major countries [2] - Consumer business saw a robust growth in revenue, driven by the success of the dual-brand strategy and innovative products like the cloud PAD, which sold over 1 million units in the first half of the year [1][2]

（原标题：中兴通讯(00763)公布中期业绩 归母净利约50.58亿元 同比减少11.77%） 智通财经APP讯，中兴通讯(00763)公布2025年中期业绩，营业收入约715.53亿元，同比增长14.51%;归 属于上市公司普通股股东的净利润约50.58亿元，同比减少11.77%;基本每股收益1.06元。 025年上半年，公司国内市场营业收入约506.17亿元，同比增长17.55%，占营业收入比例70.74%;毛利率 为33.69%，同比下降8.74个百分点。 面向运营商客户，5G网络建设处于成熟期，国内运营商投资延续下降态势，公司运营商网络收入降幅 有所收窄;公司一方面持续深耕无线、有线产品，优化市场格局，巩固国内运营商网络的基本盘，拓展 智算数据中心项目，另一方面，积极布局万兆接入等未来技术方向，为下一阶段规模建设打好基础;面 向政企客户，公司充分把握国内头部互联网公司、行业公司等加大智算投资的机遇，深化市场拓展，扩 大合作规模，智算服务器收入大幅增长，推动政企业务收入翻番;面向消费者，公司FTTR保持市场份 额，移动互联产品实现突破，创新终端二合一云PAD上半年销量突破100万台，共同推动消费者业务收 ...

证券日报网讯 8月28日晚间，东方通信发布公告称，2025年半年度公司实现营业收入1，009，523， 147.08元，同比下降22.73%；归属于上市公司股东的净利润为131，913，457.17元，同比增长49.34%。 （编辑 何成浩） ...

证券日报网讯 8月28日晚间，德科立发布公告称，2025年半年度公司实现营业收入433，355，281.64 元，同比增长5.93%；归属于上市公司股东的净利润为28，093，700.36元，同比下降48.17%。 （编辑 何成浩） ...

人民财讯8月28日电，长芯博创（300548）8月28日晚间披露半年报，2025年上半年，公司实现营业收入 12亿元，同比增长59.54%；归母净利润1.68亿元，同比增长1121.21%；基本每股收益0.58元。报告期 内，受行业周期和市场价格竞争双重影响，公司电信市场业务下滑，实现销售收入2.21亿元，比上年同 期下降39.66%，占公司营业收入的18.46%。得益于人工智能的迅速发展、数据中心算力的显著提升及 网络迭代升级的有利推动，公司数据通信、消费及工业互联市场业务实现快速增长，实现销售收入9.76 亿元，比上年同期增长154.37%，占公司营业收入的81.36%。 ...