每经AI快讯，8月22日，超讯通信（603322）(603322.SH)发布2025年半年度报告，公司实现营业收入 16.11亿元，同比增长96.37%；净利润7208.96万元，同比增长155.26%。公司作为沐曦国产GPU芯片特 定行业全国总代理，在报告期内持续提升交付能力，并完成了向客户批量交付沐曦国产GPU芯片；公司 算力建设业务达到验收条件，公司对相关项目业务收入和利润进行确认。 ...

格隆汇8月22日｜超讯通信（维权）公告，2025年上半年营业收入16.11亿元，同比增长96.37%。净利润 7208.96万元，同比增长155.26%。公司2025年半年度不进行利润分配或公积金转增股本。 ...

Core Viewpoint - China Communication Services (00552) reported a net profit growth of 0.2% year-on-year to 2.13 billion RMB, meeting expectations, while total revenue increased by 3.4% year-on-year to 76.94 billion RMB, exceeding expectations [1] Financial Performance - Net profit for the first half of the year reached 2.13 billion RMB, reflecting a slight increase of 0.2% compared to the previous year [1] - Total revenue amounted to 76.94 billion RMB, showing a year-on-year growth of 3.4%, which was higher than anticipated [1] - Gross margin decreased by 0.6 percentage points to 10.3%, primarily due to clients' ongoing efforts to reduce costs in key capital investment projects [1] Future Outlook - The target price for the stock has been raised to 5.15 HKD, with adjustments made to the profit forecasts for 2025 to 2027, maintaining a "Buy" rating [1] - The company is expected to benefit from strong demand for digital infrastructure construction, with non-telecom and international business revenue increasing by 12.6% year-on-year [1] - Anticipation of a significant acceleration in capital expenditure from telecom operators in the second half of the year, driven by the ramp-up of local GPU manufacturers in China [1]

Core Viewpoint - The communication services sector experienced a notable increase of 1.98% on August 22, with Chaoxun Communication leading the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3825.76, up 1.45% [1] - The Shenzhen Component Index closed at 12166.06, up 2.07% [1] Group 2: Top Gainers in Communication Services - Chaoxun Communication (603322) closed at 41.86, with a rise of 7.03% and a trading volume of 249,400 shares [1] - Putian Technology (002544) closed at 25.13, up 6.80% with a trading volume of 604,100 shares [1] - Runze Technology (300442) closed at 59.33, increasing by 5.51% with a trading volume of 487,600 shares [1] - Pingzhi Information (300571) closed at 34.83, up 5.19% with a trading volume of 125,700 shares [1] - China Unicom (600050) closed at 5.89, rising by 4.06% with a trading volume of 11,842,800 shares [1] Group 3: Market Capital Flow - The communication services sector saw a net inflow of 863 million yuan from institutional investors, while retail investors experienced a net outflow of 305 million yuan [2] - Speculative funds recorded a net outflow of 558 million yuan from the communication services sector [2]

Core Viewpoint - China Communication Services (00552) reported a net profit increase of 0.2% year-on-year to 2.13 billion RMB for the first half of the year, meeting expectations, while total revenue grew by 3.4% year-on-year to 76.94 billion RMB, exceeding forecasts [1] Financial Performance - The gross margin decreased by 0.6 percentage points to 10.3%, primarily due to clients' ongoing efforts to reduce costs in key capital investment projects [1] - The target price has been raised to 5.15 HKD, and the profit forecasts for 2025 to 2027 have been adjusted, maintaining a "Buy" rating [1] Business Segments - Non-telecom and international business revenue increased by 12.6% year-on-year, benefiting from strong demand for digital infrastructure construction [1] - It is anticipated that capital expenditures from telecom operators will significantly accelerate in the second half of the year, driven by the rapid production ramp-up of several local GPU manufacturers in China [1]

Market Overview - The A-share market indices continued to rise in the afternoon, with the Shanghai Composite Index closing at 3825.76 points, up 1.45%, with a trading volume of 1,095.09 billion yuan [1] - The Shenzhen Component Index closed at 12166.06 points, up 2.07%, with a trading volume of 1,451.62 billion yuan [1] - The ChiNext Index closed at 2682.55 points, up 3.36%, with a trading volume of 690.57 billion yuan [1] Sector Performance - Leading sectors in terms of growth included semiconductors, education, and securities, with notable increases in their respective indices [1] - The education sector saw a rise of 4.43%, with a total trading volume of 414.65 million hands and a net inflow of 239.62 billion yuan [2] - The securities sector increased by 2.87%, with a trading volume of 763.14 million hands and a net inflow of 176.45 billion yuan [2] - Conversely, sectors that experienced declines included gas, kitchen and bathroom appliances, and agricultural product processing, with gas down by 0.87% [2]

Core Viewpoint - China Communication Services (中通服) reported its mid-year results for 2025, highlighting its proactive response to declining capital expenditures in traditional sectors and its focus on opportunities arising from the continuous development of the digital economy and the spillover effects of artificial intelligence [1][3]. Financial Performance - The operating revenue for the period was RMB 76.939 billion, representing a year-on-year increase of 3.4% [3]. - Net profit reached RMB 2.129 billion, with a slight year-on-year growth of 0.2% [3]. - Gross profit margin stood at 10.3%, while net profit margin was 2.8%, both showing a decline of 0.1 percentage points year-on-year [3]. - Operating gross profit was RMB 7.888 billion, down 2.8% year-on-year [3]. - Return on equity (ROE) was reported at 9.3%, with basic earnings per share at RMB 0.307 [3]. Market Development - The company experienced significant growth in its three major customer markets, particularly in the non-telecom operator group market, which generated revenue of RMB 36.585 billion, a year-on-year increase of nearly 12.9% [3]. - Revenue from non-telecom operator group customers and overseas markets accounted for over half of the total operating revenue for the first time [3]. Artificial Intelligence Initiatives - The artificial intelligence delivery team expanded to over 1,400 members, focusing on customized services such as intelligent computing infrastructure construction, data governance, and scenario-based application development [4]. - New contracts in the AI sector exceeded RMB 1.3 billion in the first half of the year, covering over 200 clients [4]. International Expansion - The company is actively involved in the "Belt and Road" initiative, developing high-value projects and enhancing the quality of traditional communication services while extending into new sectors like industrial digitalization and renewable energy [4]. - Revenue from overseas markets reached RMB 2.151 billion, reflecting a year-on-year growth of 8.7% [4]. Future Outlook - The chairman of the company emphasized the commitment to advancing the "AI+" initiative, enhancing internal governance, and strengthening service capabilities to build a technology-driven enterprise centered around artificial intelligence [4].

Group 1 - Eight fund companies, including E Fund and Huatai-PB, have submitted applications for the first batch of CSI Innovation and Entrepreneurship Artificial Intelligence ETFs, indicating a strong market interest in AI-themed products [2][3] - The CSI Innovation and Entrepreneurship AI Index, which these ETFs will track, consists of 50 listed companies involved in AI foundational resources, technology, and applications, showcasing the core AI capabilities in the "Double Innovation" sectors [2][5] - The index has shown impressive performance, with a year-to-date return exceeding 50% and an annualized return of 34.89% over the past three years [7][9] Group 2 - The recent surge in AI-related ETFs reflects a broader trend of optimism among fund companies regarding investment opportunities in the AI sector, driven by strong market performance and technological advancements [9][10] - The CSI AI Index has outperformed major indices, with a cumulative increase of 138% since September 2024, significantly surpassing the year-to-date returns of the CSI 300 and CSI 500 indices [9] - The total number of funds with "artificial intelligence" in their names has reached 43, with a combined scale approaching 70 billion yuan, indicating robust growth in the AI investment landscape [10]

（来源：蚌埠新闻网） 转自：蚌埠新闻网 在荆门联通政企服务的赛道上，漳河新区分公司客户经理吴晓艳以"客户为本，服务为上"为信仰，深耕 十四载春秋。她不仅是业务的开拓者，更将服务理念深深融入每一项工作细节中，用专业与热忱搭建起 联通与政企客户间的信任桥梁，成为客户信赖的贴心伙伴，也为联通服务品牌增添了熠熠光彩。 深耕不辍，铸就服务与业务融合根基 十四年来，吴晓艳始终站在政企客户需求的前沿阵地。她深知，服务不是独立于业务之外的附加品，而 是业务推进的核心驱动力。凭借敏锐的洞察力与扎实的专业能力，在为政府、企业量身定制个性化通信 解决方案时，她深入调研客户业务流程，从业务场景出发挖掘通信需求，将联通的技术优势与客户的实 际业务痛点相结合。通过创新思维整合联通优质资源，她推出的每一个方案，都是服务与业务深度融合 的成果，助力客户实现通信服务的高效升级，在降本增效的道路上稳步前行，收获客户的广泛赞誉与高 度认可。 攻坚高铁专线，以服务打通数字动脉 荆荆高铁建设启动后，施工现场面临着海量数据实时传输、多部门跨区域协同办公等通信难题。传统网 络无法满足高铁建设中工程监控、图纸传输、远程会议等高频次、高要求的业务需求，项目团 ...

Core Viewpoint - China Communication Services (00552) experienced a nearly 4% decline in stock price following the release of its financial results, with a current trading price of HKD 4.68 and a transaction volume of HKD 21.58 million [1] Financial Performance - For the six months ending June 30, 2025, the company reported operating revenue of RMB 76.939 billion, representing a year-on-year increase of 3.4% [1] - Shareholder profit reached RMB 2.129 billion, showing a slight increase of 0.18% year-on-year [1] - Basic earnings per share were reported at RMB 0.307 [1] Revenue Breakdown - The company's service revenue amounted to RMB 74.981 billion, which is a 2.9% increase compared to RMB 72.855 billion in the first half of 2024 [1] - The three major customer markets of the company showed stable development [1] Market Trends - The company is capitalizing on the opportunities presented by the artificial intelligence technology transformation, particularly in the computing power market [1] - It has undertaken multiple projects related to intelligent computing centers and data center renovations [1] - Revenue from the domestic non-telecom operator customer market and overseas markets combined has surpassed 50% of total operating revenue for the first time [1]