公募三季报密集披露中。10月22日，多家公募公布旗下产品三季报，其中不乏年内"冠军基"永赢科技智选混合以及绩优基金长城医药产业 精选混合。具体来看，两只产品分别聚焦科技、医药行业，并均在三季度提升了权益仓位。有业内人士表示，绩优产品权益仓位的显著上 升反映了基金经理对于市场机会的积极判断，绩优基金最新季报提供了重要的参考信息，重仓股和行业布局可以揭示基金经理的投资逻 辑，投资者也应警惕市场波动带来的不确定性。 | 主要财务指标 | 报告期(2025年07月01日-2025年09月30日) | | | --- | --- | --- | | | 永赢科技智选混合发起 A | 永赢科技智选混合发起 C | | 1. 本期已实现收益 | 417, 374, 279. 11 | 2,082,525,889.53 | | 2. 本期利润 | 733, 228, 228. 59 | 3.981.899.341.77 | | 3. 加权平均基金份额本期利润 | 1. 6726 | 1.7118 | | 4. 期末基金资产净值 | 2, 278, 322, 574. 61 | 9,242,901,116.95 | | 5. ...

每经记者｜张宝莲 朱成祥 每经编辑｜张益铭 10月13日，中国移动、中国联通、中国电信三大运营商"全线开闸"，正式获批开展eSIM（嵌入式SIM 卡）手机商用试验，试点范围覆盖全国31个省（自治区、直辖市），用户无需实体SIM卡即可完成网络 注册。 此前，苹果公司宣布iPhone Air国行版10月22日正式发售，该机型为国内首款仅支持eSIM的智能手机。 京东10月17日数据显示，iPhone Air在预售阶段创下1秒成交额破亿元的纪录。在此带动下，华为、 OPPO等国内厂商称将陆续推出eSIM手机。 eSIM手机大规模商用箭在弦上。从设计、制造到封装、测试，如何实现国产供应仍"等米下锅"。记者 近日联系多家封测厂商了解到，他们并不直接面对终端厂商，国产eSIM芯片如何供应，要向紫光国 微、通富微电等了解。 国内eSIM应用于智能手机处于起步阶段。过去十多年，国内相关政策曾积极推动eSIM技术落地，并经 历了探索、试点、暂停、重启四个阶段。 2015年起，中国联通率先启动eSIM技术研发。2017年，中国移动推出了全球尺寸最小的eSIM NB-IoT通 信模组。随后，国内eSIM应用从可穿戴设备扩展至物联网 ...

Core Points - ZTE Corporation held its 40th anniversary foreign affairs reception on October 21 in Beijing [1] - A performance showcasing Chinese Kung Fu was presented by Yushu Robotics during the event [1]

证券日报网讯 10月22日晚间，华力创通发布2025年第三季度报告称，2025年第三季度公司实现营业收 入231，677，471.50元，同比增长193.02%；归属于上市公司股东的净利润为6，422，233.49元，同比 增长120.31%。 （编辑 任世碧） ...

Core Viewpoint - The company, Haohan Deep (688292.SH), has disclosed a draft for its 2025 employee stock ownership plan, aiming to enhance employee engagement and retention through equity participation [1] Group 1: Employee Stock Ownership Plan Details - The total number of employees participating in the stock ownership plan will not exceed 49, including 7 directors (excluding independent directors), supervisors, and senior management, with the remaining participants being other employees [1] - The total amount of funds to be raised through the employee stock ownership plan is capped at RMB 26.3885 million, with each unit of subscription priced at 1.00 yuan, totaling a maximum of 26.3885 million units [1] - The source of the stocks for the employee stock ownership plan will be from the company's repurchased A-share common stocks, with a total of up to 1.724736 million shares, representing 1.09% of the company's current total share capital [1] - The price at which employees will acquire the repurchased shares is set at 15.30 yuan per share [1]

在庭审现场，双方就相关争议问题进行了陈述和辩论，协议收购与表决权委托的信息披露合规性问题成为争议的焦点。ST路通在诉讼中提出两项核心诉 求：一是要求限制吴世春及其关联方对违规增持股份的表决权；二是就"违法提请改选董事会"及"违规披露信息"行为索赔250万元。 一场围绕ST路通(300555.SZ)控制权的"商战"，已经从董事会蔓延至法庭。 据《中国基金报》报道，10月20日上午，ST路通与梅花创投创始合伙人吴世春等的两项诉讼在北京市昌平区人民法院开庭审理，将这场持续数月的控制 权争夺推向高潮。 截至10月22日，ST路通报收10.8元/股，总市值22亿元。 庭审交锋 《中国基金报》报道显示，在10月20日的庭审中，双方争议的焦点主要围绕表决权合规。 ST路通方面认为，吴世春收购ST路通的行为涉嫌触碰合规红线。根据ST路通在6月27日和7月11日发布的交易所关注函回复公告，吴世春拟用来收购ST路 通的合伙企业"梅岭合伙"尚未设立。交易价格条款涉嫌提前锁定协议转让价格。 ST路通还指出，除了5月7日签署的《股份转让协议》未予披露外，吴世春与其他股东同日签署的《表决权委托协议》也未予披露。该委托协议约定，股 份转让 ...

Financial Performance - The company achieved a revenue of 14.4 billion CNY in the first three quarters, representing a year-on-year growth of 19% [3] - Net profit for the same period was 340 million CNY, up 30% year-on-year [3] - In Q3 alone, revenue reached 5.2 billion CNY, with a slight decrease in net profit to 130 million CNY [3] Business Segments - The main contributor to revenue is Ruijie Network, which generated 10.6 billion CNY in the first three quarters, with a net profit of approximately 680 million CNY [3] - Other segments, such as Daming Communications, reported a revenue of 1.08 billion CNY, reflecting a growth of about 9% [3] - The company is facing challenges in other business segments due to domestic economic conditions, but plans to restructure and optimize operations to improve performance [3] Cost Management - The overall gross margin for the first three quarters was 31.2%, a decrease of 1.2 percentage points year-on-year [3] - Total expenses (sales, management, and R&D) amounted to over 3.6 billion CNY, with an expense ratio of approximately 25.96%, down from 30.09% in the previous year [3] Future Outlook - The company aims to achieve a performance turnaround in the next two years, with a focus on enhancing revenue from various business segments [3] - The financial technology sector is expected to grow, with a market size of approximately 20 billion CNY for financial terminal equipment expected by 2027-2028 [3] - The company is actively seeking suitable acquisition targets to expand its market presence and enhance its product offerings [4] Strategic Initiatives - The company is focusing on AI hardware infrastructure and applications, with plans to enhance its offerings in education, finance, and other sectors [5] - There is a strong emphasis on overseas market expansion, particularly in the optical communication business, which is expected to see significant revenue growth [5] - The company is also exploring opportunities in the brain-computer interface sector, with plans for commercialization in the near future [4]

Core Viewpoint - Dingxin Communications reported a significant decrease in shareholder accounts and a substantial decline in both revenue and net profit for the first half of the year [2] Group 1: Shareholder Information - As of October 20, the number of shareholders for Dingxin Communications was 32,706, a decrease of 10,755 from the previous period (October 10), representing a decline of 24.75% [2] Group 2: Stock Performance - The closing price of Dingxin Communications was 7.46 yuan, down 1.84%, with a cumulative decline of 11.51% since the concentration of shares began, showing 2 days of increase and 6 days of decrease [2] Group 3: Financial Performance - For the first half of the year, Dingxin Communications achieved a revenue of 704 million yuan, a year-on-year decrease of 50.99%, and a net profit of -219 million yuan, a year-on-year decline of 350.52%, with basic earnings per share at -0.3400 yuan [2]

Summary of Key Points Core Viewpoint - Tianfu Communication has seen significant trading activity, with a notable block trade occurring on October 22, indicating potential investor interest and market dynamics [2][3]. Group 1: Trading Activity - A block trade of 24,600 shares was executed on October 22, with a transaction value of 3.4071 million yuan, at a price of 138.50 yuan, which represents a discount of 22.43% compared to the closing price of the day [2][3]. - Over the past three months, the stock has recorded a total of four block trades, accumulating a total transaction value of 11.9985 million yuan [2]. - The closing price of Tianfu Communication on the same day was 178.55 yuan, reflecting a 7.08% increase, with a turnover rate of 6.82% and a total trading volume of 9.319 billion yuan [2]. Group 2: Financial Metrics - The net inflow of capital for the stock was 989 million yuan for the day, with a cumulative increase of 1.875 billion yuan over the past five days, during which the stock price rose by 18.88% [2][3]. - The latest margin financing balance for the stock stands at 3.262 billion yuan, having increased by 386 million yuan, which is a growth of 13.40% over the past five days [3]. - Tianfu Communication was established on July 20, 2005, with a registered capital of 777.415891 million yuan [3].

Group 1 - The core point of the news is that Tianfu Communication conducted a block trade on October 22, with a total of 24,600 shares traded at a price of 138.5 yuan, which represents a discount of 22.43% compared to the market closing price of 178.55 yuan [1][2]. Group 2 - The block trade accounted for 0.04% of the total trading volume on that day, with a total transaction value of 3.4071 million yuan [1][2]. - The buyer of the shares was China Galaxy Securities Co., Ltd., while the seller was Guotou Securities Co., Ltd. [2].