证券之星消息，8月27日通信设备板块较上一交易日上涨2.3%，仕佳光子领涨。当日上证指数报收于 3800.35，下跌1.76%。深证成指报收于12295.07，下跌1.43%。通信设备板块个股涨跌见下表： 从资金流向上来看，当日通信设备板块主力资金净流出31.48亿元，游资资金净流出11.85亿元，散户资金 净流入43.33亿元。通信设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300570 | 太辰光 | 3.49 Z | 7.05% | -1.88 亿 | -3.79% | -1.61 Z | -3.26% | | 600105 | 永鼎股份 | 3.49 Z | 9.93% | -1.14亿 | -3.23% | -2.35 Z | -6.69% | | 603236 移远通信 | | 1.56亿 | 5.03% | -1.86亿 | -6.00% | 3017.25万 | 0. ...

七一二公告，2025年上半年营业收入6.31亿元，同比下降47.49%。净利润亏损1.14亿元，上年同期净利 润6693.47万元。 ...

Market Overview - The A-share market experienced a significant decline in the afternoon, with the Shanghai Composite Index dropping over 1.5% and the Shenzhen Component Index falling over 1% [1] - By the end of the trading day, the Shanghai Composite Index closed down 1.76% at 3800.35 points, the Shenzhen Component Index down 1.43% at 12295.07 points, and the ChiNext Index down 0.69% at 2723.20 points [1] - The total trading volume for the Shanghai and Shenzhen markets reached 3.17 trillion, an increase of 486.5 billion compared to the previous trading day [1] Sector Performance - Market focus was on computing power and chip sectors, with a majority of stocks declining; over 4700 stocks fell [1] - CPO and other computing hardware stocks remained strong, with companies like New Yisheng hitting historical highs [1] - Chip stocks experienced a pullback after initial gains, with Cambrian Technology's stock price briefly surpassing Kweichow Moutai [1] - Rare earth permanent magnet concept stocks were active, with Beikong Technology hitting the daily limit [1] - Real estate stocks underwent adjustments, with Shen Shen Fang A hitting the daily limit down [1] Top and Bottom Performing Sectors - The top-performing sectors included CPO, rare earth, and semiconductors [1] - The sectors with the largest declines included real estate, liquor, beauty care, and innovative pharmaceuticals [1]

盛洋科技公告，2025年上半年营业收入4.16亿元，同比增长16.62%。净利润503.81万元，同比下降 1.74%。 ...

Core Insights - The company reported a revenue of 1.314 billion yuan for the first half of 2025, representing a year-on-year decline of 18.51% [2] - The net profit attributable to shareholders was -43.49 million yuan [2] - The company's main business segments include wireless communication modules, communication infrastructure, and communication engineering services [2] Business Segment Performance - Wireless communication module business accounted for 65.95% of total revenue, while communication infrastructure and engineering services contributed 13.65% and 18.41% respectively [2] - The decline in revenue across all business segments is attributed to intensified market competition [2] Product and Service Offerings - The company’s wireless communication module business involves the design, research and development, and sales of module products, providing solutions for global IoT terminal devices [2] - The communication equipment products include optical distribution frame products, wireless stations, data centers, and energy storage products, with a focus on expanding the energy storage product line in response to national policies [3] - The communication engineering services cover various fields such as communication networks, information networks, and power services, with a strong client base including telecom operators and government enterprises [3]

8月27日，中兴通讯跌2.18%，截至发稿，报44.04元/股，成交130.94亿元，换手率7.17%，总市值 2106.67亿元。中兴通讯股价已经连续3天下跌，区间累计跌幅5.39%。 资料显示，中兴通讯股份有限公司位于广东省深圳市南山区高新技术产业园科技南路中兴通讯大厦,香 港铜锣湾勿地臣街1号时代广场2座31楼，成立日期1997年11月11日，上市日期1997年11月18日，公司主 营业务涉及投资兴办实业,电子及通信设备零部件的销售。主营业务收入构成为：网络建设52.13%，销 售商品39.02%，提供服务8.76%，租金收入-经营租赁0.09%。 截至发稿，袁忠伟累计任职时间10年116天，现任基金资产总规模7809.4万元，任职期间最佳基金回报 37.03%， 任职期间最差基金回报-36.1%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，瑞达基金旗下1只基金重仓中兴通讯。瑞达鑫红量化6个月持有混合A（01 ...

| 上证指数 | 深证成指 | 北证5( | | --- | --- | --- | | 3800.35 | 12295.07 | 1550.4 | | -68.03 -1.76% -178.10 -1.43% -41.47 -2 | | | | 科创20 | 创业板指 | 万得全/ | | 1272.56 | 2723.20 | 6057.2 | | +1.68 +0.13% -18.93 -0.69% -107.44 -1 | | | | 沪深300 | 中证500 | 中证A5( | | 4386.13 | 6862.56 | 5227.9 | | -66.46 -1.49% -101.50 -1.46% -76.53 -1 | | | | 中证1000 | 中证2000 | 中证红和 | | 7336.50 | 3089.85 | 5532.4 | | -139.96 -1.87% -73.30 -2.32% -101.61 -1 | | | A股主要指数今日集体调整，沪指、深成指跌逾1.4%；截至收盘，沪指跌1.76%报3800点，深证成指跌1.43%，创业板指跌0.69%，北证50指数跌2.6%。 ...

Market Performance - The three major A-share indices collectively declined, with the Shanghai Composite Index down 1.76%, the Shenzhen Component Index down 1.43%, and the ChiNext Index down 0.69% [1] - The Northbound Trading Index fell by 2.6% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 31,978 billion yuan, an increase of 4,880 billion yuan compared to the previous day [1] - Over 4,700 stocks in the market experienced declines [1] Sector Performance - The CPO, rare earth permanent magnet, and semiconductor sectors showed positive performance [1] - The apparel, real estate, liquor, innovative pharmaceuticals, and education sectors had the largest declines [1] - The AI sector saw a significant early morning surge, with stocks like New Yisheng, Yingweike, Cambrian, and Zhongji Xuchuang reaching historical highs [1] - Cambrian's stock price briefly surpassed that of Kweichow Moutai, making it the "king of A-shares" [1] - The rare earth permanent magnet sector was active, with stocks like Dadi Bear, Northern Rare Earth, and Jinli Permanent Magnet leading in gains [1] - In the afternoon, multiple sectors experienced a sharp decline, with the real estate sector leading the drop, and stocks like Shen Shen Fang A and Wantong Development hitting the daily limit down [1] - The liquor sector underwent significant adjustments, with stocks such as Luzhou Laojiao, Shanxi Fenjiu, and Gujing Gongjiu falling over 4% [1]

Group 1 - As of now, China has deployed 64,000 5G industry virtual private networks, with over 100 types of 5G industrial gateways and routers, and holds a 42% global share of essential 5G standard patents [1][2] - By the end of July this year, China has built 4.598 million 5G base stations and over 30.53 million gigabit network capability ports, achieving "gigabit access in every county and 5G access in every town" [1][2] - The national integrated computing network system is accelerating its construction, with 10.85 million standard racks in use and an intelligent computing scale of 788 EFLOPS (FP16 half precision) as of June this year [1] Group 2 - The information and communication technology industry in China is continuously improving, with breakthroughs in key technology areas and new achievements in industrial layout, stimulating the vitality of industry enterprises [2] - China has established a complete 5G industrial chain covering chips, terminals, base station equipment, and testing instruments, with emerging fields like artificial intelligence and satellite internet accelerating their layout [2] - 5G applications have been integrated into 86 out of 97 categories of the national economy, with over 138,000 cases, significantly enhancing production efficiency, with average factory capacity increasing by 19.6% and operating costs decreasing by 14.5% [2] Group 3 - The Ministry of Industry and Information Technology will promote the "construction, use, and research" of the information and communication industry, accelerating the deployment of 5G-A product systems and high-quality networks, and advancing 6G technology research [3]

Industry Investment Rating - The investment rating for the computer industry is "Outperform the Market" and is maintained [1][8] Core Viewpoints - The report highlights that China Mobile plans to procure approximately 7,058 AI general computing devices (inference type) for 2025-2026, with a capital expenditure of 37.3 billion yuan for AI computing resources [4][5] - The procurement project by China Mobile has a total value exceeding 5 billion yuan, divided into six packages, with significant portions allocated to CUDA and CANN ecosystem devices [4][5] - Huawei's Ascend 910C is noted to have performance comparable to NVIDIA's H100, indicating that domestic computing power can meet the inference needs of large AI models [5] Summary by Relevant Sections Industry Basic Situation - The closing index for the computer industry is 5,804.0, with a 52-week high of 5,804.0 and a low of 2,805.53 [1] Recent Research Reports - The report mentions the acceleration of AI deployment by China Mobile, with a focus on general computing devices for inference [4] - The report provides details on the winning bidders for the procurement, with ZTE winning the largest share at 885 million yuan [5] Investment Recommendations - The report suggests focusing on the domestic computing power supply chain, highlighting companies associated with Huawei and other ecosystems [6]