【重磅新闻】 8月国民经济运行数据将公布 9月15日，国家统计局将公布8月工业增加值、固定资产投资、社零等经济数据。国务院新闻办公室定于9月15日上午10时举行新闻 发布会，国家统计局新闻发言人、总经济师、国民经济综合统计司司长付凌晖介绍2025年8月份国民经济运行情况，并答记者问。 美联储将公布利率决议 9月18日，美联储将公布利率决议。CME"美联储观察"的数据显示，美联储9月降息25个基点的概率为92%，降息50个基点的概率 为8%。 中国对俄将试行免签 | | | 下周解禁个股 | | | | | --- | --- | --- | --- | --- | --- | | 个股代码 | 公司简称 | 解禁日期 | 解禁数量 | 解禁数量 占总股本比 | 解禁市值 | | | | | (亿股) | 例 | (亿元) | | 688085.SH | 三友医疗 | 9/15 | 0.156 | 4.69% | 3.278 | | 688175.SH | 高凌信息 | 9/15 | 0.560 | 43.30% | 12.634 | | 301161.SZ | 唯万密封 | 9/15 | 0.667 | 55 ...

投资者您好，关于卫星互联网通信产品研发及产业化项目和全光网络系统研发及产业化项目，公司根据 行业发展及公司经营情况，正全力推进项目进程，部分产品已有项目落地。关于公司 2025年向特定对 象发行 股股票的相关事项与流程在正常推进中，感谢您的关注！ 投资者您好，海外市场是公司重要的战略市场，公司基于核心技术带来的竞争优势，再结合市场差异 化、技术差异化和服务差异化来争取宝贵的海外市场份额。公司紧密关注全球政策与市场机遇，积极拓 展与当地合作伙伴的战略合作，抓住中外合作政策机遇以及出海市场机会来争取订单。近两年，公司重 点开拓非洲、中亚、独联体等新海外市场，并已陆续落地相关项目订单，具体市场拓展情况可关注公司 新闻或参阅公司发布的定期报告。感谢您的关注！ 投资者您好，公司依托自主研发的核心网技术优势，在低空经济和卫星通信领域形成了"空天地一体 化"融合通信系统解决方案的独特竞争力，能提供包括核心层、汇聚层和接入层的覆盖公网通信和专网 通信的全网络端到端解决方案。在低空经济领域，公司依托基础通信及指挥调度多年研发积累，积极投 入推出低空指挥调度与低空通信融合终端等产品，并着力于打造低空多场景示范，覆盖低空文旅、物 ...

Core Viewpoint - Company reported a significant increase in net profit and revenue for the first half of 2025, indicating a positive financial turnaround and growth in overseas markets [1][2]. Financial Performance - In H1 2025, the company achieved revenue of 4.153 billion yuan, a year-on-year increase of 4.06% [1][2]. - The net profit attributable to the parent company was 57 million yuan, marking a year-on-year increase of 449.23% [1][2]. - The overall gross margin improved to 12.37%, up 1.05 percentage points from the same period last year, with Q2 gross margin at 14.09%, a 3.47 percentage point increase from Q1 [2]. Revenue Breakdown - The company’s revenue from overseas markets accounted for 70% of total revenue, with a year-on-year increase of 49.56% [2]. - The main product lines contributing to revenue included PON products (1.748 billion yuan, 44% of total revenue), followed by AP (1.156 billion yuan), data communication (461 million yuan), and others [2]. Product Line Performance - The company has seen significant growth in its data communication, networking, automotive electronics, and EMS product lines [3][4]. - In the networking product line, XGS-PON products gained market share in North America, and the company successfully registered new projects [3]. - The automotive electronics segment reported sales of nearly 80 million yuan, with a steady increase in key product shipments [3]. EMS Business Growth - The EMS product line experienced rapid growth, with revenue nearing 70 million yuan, driven by partnerships with leading clients in the robotic sector [4]. - The company is exploring new business opportunities in various consumer product categories [4]. Future Outlook - The data communication business is expected to maintain high growth due to increased demand for computing power, while automotive electronics and EMS product lines are also projected to expand [4]. - Revenue forecasts for 2025-2027 are 9.670 billion yuan, 11.341 billion yuan, and 13.076 billion yuan, with net profits of 117 million yuan, 234 million yuan, and 316 million yuan respectively [4].

证券日报网讯信科移动9月12日在互动平台回答投资者提问时表示，面向XR与全息技术的创新应用，公 司能够提供多模态、全感官的沉浸式网络解决方案，提升网络规划、影视娱乐、远程医疗、教育文化等 领域的用户体验及效率。面向6G与人工智能AI融合，公司于2025年6月发布的《AI与6G网络融合白皮 书》展示了AI与6G网络融合的研究成果，提出了云网边端6G内生智能网络架构，涵盖终端、无线接入 网、边缘智脑、核心网和智脑中心。 （文章来源：证券日报） ...

Core Viewpoint - The article discusses the advancements in automation and AI in manufacturing, particularly in Xiaomi's new automotive factory, and highlights the implications for employment and investment opportunities in the industry. Group 1: Automation and Employment - The automation rate in high-end manufacturing has reached an impressive level, with Xiaomi claiming a 91% overall automation rate and 100% automated component connections, resulting in minimal manual labor requirements [2] - The rise of AI is expected to further decrease labor demand in factories, leading to fewer job opportunities in traditional manufacturing roles [2][3] - Despite the decline in manufacturing jobs, sectors like delivery services (e.g., food delivery, ride-hailing) will continue to have significant employment needs due to their complex operational requirements [3] Group 2: Competitive Advantages and Industry Dynamics - Xiaomi's factory exemplifies a "latecomer advantage" in automation, as it can implement fully automated systems without the legacy constraints faced by older manufacturers [3][4] - The article suggests that high-quality equity in companies like Xiaomi may offer better investment value compared to real estate, especially as depreciation of manufacturing assets occurs over time [4] - The marketing strategies employed by internet companies like Xiaomi enhance their competitive edge, as they leverage user-centric approaches in their operations and branding [4][6] Group 3: Broader Market Trends - The article notes that the current market environment is characterized by high concentration, with a small number of stocks dominating trading volumes, leading to increased volatility [16][18] - Recent trends in the bond market indicate a targeted approach by the central bank to manage liquidity through reverse repos, which may influence investment strategies [20][21]

证券日报网讯信科移动9月12日在互动平台回答投资者提问时表示，公司自2018年开始布局卫星互联网 业务，是我国卫星互联网产业的先行者和重要参与者。公司在业界首倡"5G体制兼容、6G系统融合"的 卫星互联网发展路径，全面参与了基于5G体制的卫星互联网技术论证和标准制定，牵头攻克5GNTN方 向的关键核心技术。同时，公司不断完善产品序列，持续加强与产业链伙伴的合作，深度参与了我国低 轨星座的在轨试验验证，全面支撑卫星互联网重大工程建设。 ...

Core Viewpoint - The company is actively integrating artificial intelligence with integrated air-ground mobile communication, focusing on technological innovation and practical applications to drive future growth [1] Group 1: Company Strategy - The company is committed to implementing the "Artificial Intelligence +" initiative, emphasizing a dual approach of "technological innovation + scenario implementation" [1] - Future efforts will include deep integration of 5G-A, 6G, and AI technologies, aiming to advance product technology research and industry application [1] Group 2: Industry Focus - The company is focusing on areas such as intelligent endogenous 6G, integrated sensing and computing, and 6G + AI industry applications [1]

Core Viewpoint - The company is focused on enhancing product competitiveness through increased investment in research and development, particularly in the areas of automation and intelligence [1] Group 1: R&D Focus - The company is concentrating on key areas such as intelligent unmanned equipment, smart wireless communication, and intelligent communication chips [1] - Continuous investment in various fields including computer and network technology, communication, software, cloud computing, virtual reality, artificial intelligence, smart decision-making, and chip design is emphasized [1] Group 2: Management Confidence - The management team expresses strong confidence in the company's future development and is committed to delivering positive operating results to reward investors' trust and support [1]

证券日报网讯 信科移动9月12日在互动平台回答投资者提问时表示，面向XR与全息技术的创新应用， 公司能够提供多模态、全感官的沉浸式网络解决方案，提升网络规划、影视娱乐、远程医疗、教育文化 等领域的用户体验及效率。面向6G与人工智能AI融合，公司于2025年6月发布的《AI与6G网络融合白 皮书》展示了AI与6G网络融合的研究成果，提出了云网边端6G内生智能网络架构，涵盖终端、无线接 入网、边缘智脑、核心网和智脑中心。 ...

Core Viewpoint - Jin Xin Nuo's stock price increased by 12.01% with a trading volume of 3.823 billion yuan and a turnover rate of 41.34% on the day, indicating strong market interest and activity [2]. Trading Activity - The stock's turnover rate reached 41.34%, leading to its listing on the exchange's watchlist for high trading activity [2]. - Institutional investors net bought 69.5587 million yuan, while the Shenzhen Stock Connect saw a net purchase of 91.1358 million yuan [2]. - The top five trading departments accounted for a total transaction volume of 656 million yuan, with a net selling amount of 9.2825 million yuan [2]. Institutional Participation - Two institutional special seats were involved in the trading, with a total net purchase of 69.5587 million yuan [2]. - The Shenzhen Stock Connect was the largest buying department with a purchase amount of 144.7035 million yuan and a selling amount of 53.5677 million yuan, resulting in a net purchase of 91.1358 million yuan [2]. Fund Flow - The stock experienced a net outflow of 270 million yuan from main funds, with a significant outflow of 212 million yuan from large orders [2]. - Over the past five days, the main funds have seen a net inflow of 28.6801 million yuan [2].