丨证券研究报告丨 公司研究丨点评报告丨中兴通讯（000063.SZ） [Table_Title] Q1 政企业务同比倍增，费用端持续改善 1 报告要点 [Table_Summary] 25Q1 公司扭转了营收持续走弱的趋势，政企业务同比倍增，带动营收环比增长。25Q1 毛利率 受结构性变化影响，费用端持续改善。公司未来继续聚焦第二曲线业务驱动增长，重心在算力 和终端两个领域。 分析师及联系人 [Table_Author] 于海宁 黄天佑 SAC：S0490517110002 SAC：S0490522050005 SFC：BUX641 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 中兴通讯（000063.SZ） cjzqdt11111 [Table_Title2] Q1 政企业务同比倍增，费用端持续改善 [Table_Summary2] 事件描述 4 月 22 日，公司发布 2025 年一季报，实现营收 329.7 亿元，同比增长 8%，环比增长 5%； 实现归母净利润 24.5 亿元，同比下滑 11%；实现扣非净利润 19.6 亿元，同比下降 26%。经营 性现金 ...

Press Release Nokia launches Aurelis Optical LAN, a future-ready fiber solution for in-building enterprise connectivity 8 May 2025 Espoo, Finland – Nokia today announced the launch of Aurelis Optical LAN, its next-generation fiber-based LAN solution developed to meet the evolving demands of enterprise connectivity. Designed as a future-ready solution, it brings fiber's unmatched longevity, performance and efficiency to in-building and campus environments. Optical LAN offers a significant leap forward, requi ...

I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...

每经编辑｜杜宇 5月7日，"华为招聘"微信公众号发布重要提醒： 华为2026届实习生招聘正在如火如荼地进行中，欢迎同学们通过华为招聘官方网站注册简历、投递岗位，参 与华为实习生招聘。 近期，某些中介机构在网络上售卖华为"内推实习""实习推荐信""远程实习"等，已有个别同学上当受骗。在此 提醒各位同学，华为没有"内推实习""远程实习"等实习方式，也从未与任何第三方（中介机构或个人）开展 过任何形式的实习合作。请同学们不要轻信任何需要付费的华为"内推实习""实习推荐信""远程实习"等虚假信 息，如有发现，请发送至talent@huawei.com，由相关同事核实处理。 华为招聘官网（https://career.huawei.com/）是注册简历、投递岗位、应聘进展查询的唯一官方渠道。同学们在 华为招聘官网完成简历注册、岗位投递后，经过面试、录用审批等环节，才能获取实习Offer进入华为实习， 实习结束后，才可在华为人事服务中心开具实习证明，且不会收取任何费用。同学们可通过华为招聘官 网、"华为招聘"微信公众号等官方账号了解华为招聘最新动态，不要轻信网上不实信息。 图片来源：华为招聘官方微信号 另据证券时报4月1 ...

Company Overview - Aviat Networks (NASDAQ: AVNW) is a specialist in microwave backhaul, focusing on wireless transport solutions [1] - The company is well-positioned to benefit from several industry tailwinds, including increasing demand for rural broadband, the rollout of 5G technology, and the rise of private LTE/5G networks [1] Industry Trends - There is a surging demand for rural broadband, which is expected to drive growth for companies like Aviat Networks [1] - The ongoing rollout of 5G technology is contributing to increased demand for wireless transport solutions [1] - The rise of private LTE/5G networks is also creating additional opportunities for growth in the industry [1]

On 29 April 2025, the Annual General Meeting of Nokia Corporation resolved that approximately 40% of the annual fee of the Board members be paid in Nokia shares. In accordance with this resolution, the following shares have been purchased for and on behalf of the Board member. ____________________________________________ Person subject to the notification requirement Name: Ahopelto, Timo Position: Member of the Board Issuer: Nokia Corporation LEI: 549300A0JPRWG1KI7U06 Notification type: INITIAL NOTIFICATION ...

Transaction notification under Article 19 of EU Market Abuse Regulation. On 29 April 2025, the Annual General Meeting of Nokia Corporation resolved that approximately 40% of the annual fee of the Board members be paid in Nokia shares. In accordance with this resolution, the following shares have been purchased for and on behalf of the Board member. Nokia Corporation Managers' transactions 7 May 2025 at 18:00 EEST Nokia Corporation - Managers' transactions (Dannenfeldt) At Nokia, we create technology that he ...

On 29 April 2025, the Annual General Meeting of Nokia Corporation resolved that approximately 40% of the annual fee of the Board members be paid in Nokia shares. In accordance with this resolution, the following shares have been purchased for and on behalf of the Board member. Nokia Corporation Managers' transactions 7 May 2025 at 18:00 EEST Nokia Corporation - Managers' transactions (McNamara) Transaction notification under Article 19 of EU Market Abuse Regulation. Transaction date: 2025-05-07 Venue: NASDA ...

Nokia Corporation Managers' transactions 7 May 2025 at 18:00 EEST Nokia Corporation - Managers' transactions (Baldauf) Transaction details (1): Volume: 41478 Unit price: 0.00 EUR Aggregated transactions (1): Volume: 41478 Volume weighted average price: 0.00 EUR About Nokia At Nokia, we create technology that helps the world act together. As a B2B technology innovation leader, we are pioneering networks that sense, think and act by leveraging our work across mobile, fixed and cloud networks. In addition, we ...

Nokia Corporation Managers' transactions 7 May 2025 at 18:00 EEST Nokia Corporation - Managers' transactions (Öistämö) Transaction notification under Article 19 of EU Market Abuse Regulation. On 29 April 2025, the Annual General Meeting of Nokia Corporation resolved that approximately 40% of the annual fee of the Board members be paid in Nokia shares. In accordance with this resolution, the following shares have been purchased for and on behalf of the Board member. __________________________________________ ...