转自：证券时报 人民财讯11月28日电，东方明珠(600637)11月28日公告，公司拟与合肥华芯势能企业管理咨询合伙企业 （有限合伙）等5家企业签署了《合肥华芯明珠股权投资合伙企业（有限合伙）合伙协议》，拟联合发 起设立合肥华芯明珠股权投资合伙企业（有限合伙），基金规模为10亿元，公司作为有限合伙人拟认缴 出资4.999亿元，认缴出资比例约占合伙企业募集规模的49.99%。该基金拟通过股权投资方式，受让取 得新华三部分股权，以新华三的股权增值实现投资收益。 ...

Core Viewpoint - The company, Shaanxi Huada (301517), has a significant revenue structure focused on the defense sector, primarily from the top five military industrial group clients [1] Group 1: Revenue Structure - The defense sector currently constitutes a relatively high proportion of the company's revenue [1] - Revenue from commercial satellites is gradually increasing year by year [1] - The company has a concentrated customer base in the commercial 6G sector, primarily with leading enterprises in civil communications [1] Group 2: Strategic Collaboration - The company collaborates closely with key clients to explore potential cooperation [1] - There is a continuous effort to expand the scope of cooperation [1] - The company aims to increase revenue from civilian products to enhance its ability to withstand industry cyclical fluctuations [1]

每经AI快讯，有投资者在投资者互动平台提问：公司在1.6T光模块方面是否有布局？ 中贝通信（603220.SH）11月28日在投资者互动平台表示，公司在1.6T光模块方面暂时没有布局。 （文章来源：每日经济新闻） ...

每经AI快讯，有投资者在投资者互动平台提问：公司在1.6T光模块方面是否有布局？ 中贝通信（603220.SH）11月28日在投资者互动平台表示，公司在1.6T光模块方面暂时没有布局。 （记者 张明双） ...

Core Insights - The communication equipment sector experienced a slight decline of 0.1% on November 28, with Dekoli leading the drop [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Stock Performance - Notable gainers in the communication equipment sector included: - Tongyu Communication (002792) with a closing price of 23.78, up 9.99% on a trading volume of 73,200 shares and a transaction value of 174 million [1] - Changxin Bochuang (300548) closed at 126.30, up 7.22% with a trading volume of 498,400 shares and a transaction value of 6.203 billion [1] - Meilixin (301307) closed at 38.13, up 6.33% with a transaction value of 544 million [1] - Conversely, Dekoli (688205) saw a significant decline of 8.69%, closing at 122.35 with a trading volume of 269,400 shares [2] - Other notable decliners included: - Shida Group (600734) down 8.30% to 5.08 [2] - Wanlong Optoelectronics (300710) down 6.80% to 26.59 [2] Capital Flow - The communication equipment sector saw a net outflow of 1.862 billion from institutional investors, while retail investors contributed a net inflow of 1.938 billion [2][3] - The capital flow for specific stocks indicated: - Xinyi Sheng (300502) had a net inflow of 632.2 million from institutional investors, while retail investors had a net outflow of 328 million [3] - Changxin Bochuang (300548) experienced a net inflow of 339 million from institutional investors, with a net outflow of 165 million from retail investors [3] - Guodun Quantum (688027) had a net inflow of 67.76 million from institutional investors, while retail investors had a net outflow of 1.4514 million [3]

Market Overview and Sector Characteristics - The Shanghai Composite Index rose by 0.34%, and the Shenzhen Component Index increased by 0.85%, with the median change in A-shares being an increase of 0.93% [2] - A total of 70 stocks hit the daily limit up, an increase of 17 from the previous day, while 3 stocks hit the limit down, a decrease of 5 [2] Industry Characteristics - The sectors with the most limit-up stocks today were communication equipment, optical optoelectronics, and engineering construction [3] - The communication equipment sector had 5 limit-up stocks, benefiting from the 5G construction and explosive data demand [4] - The optical optoelectronics sector had 4 limit-up stocks, driven by the rising demand for AI and smart devices [4] - The engineering construction sector also had 4 limit-up stocks, supported by stable growth policies and accelerated major project commencements [4] Concept Characteristics - The most represented concepts among limit-up stocks were aerospace, consumer goods, and lithium batteries [5] - The aerospace concept had 11 limit-up stocks, driven by policy support and technological breakthroughs [5] - The consumer goods concept had 7 limit-up stocks, boosted by policy stimulation and recovering demand [5] - The lithium battery concept had 6 limit-up stocks, supported by the growth in new energy demand and policy backing for the lithium battery industry chain [5] Limit-Up Stock List - Four stocks reached historical highs, including 乾照光电 (19.07 CNY), 金富科技 (20.52 CNY), 东田微 (122.22 CNY), and 航天坏宇 (38.04 CNY) [6] - Thirteen stocks reached near one-year highs, indicating significant breakout trends [7] Main Capital Inflow - The top five stocks by net capital inflow among limit-up stocks were 航天发展 (9.33 million CNY), 乾照光电 (5.23 million CNY), 广汽集团 (5.11 million CNY), 襄阳轴承 (4.45 million CNY), and 东田微 (3.51 million CNY) [8] - The stocks with the highest net capital inflow as a percentage of market value included 襄阳轴承 (6.55%), 四川金顶 (4.97%), 东田微 (4.91%), 银河电子 (4.42%), and 航天发展 (4.35%) [9] Limit-Up Stock Trends - There were 61 stocks that hit the first limit-up, 5 stocks that achieved a second consecutive limit-up, and 4 stocks that reached three or more consecutive limit-ups [10] - The top five stocks by consecutive limit-ups included 金富科技 (5), 茂业商业 (4), 海王生物 (3), 海欣食品 (3), and 通宇通讯 (2) [11] Capital Inflow by Limit-Up Stocks - The top five stocks by limit-up capital included 杰瑞股份, 航天发展, 通宇通讯, 雷科防务, and 顺灏股份 [12]

华脉科技公告称，为支持控股子公司华脉光电经营发展，公司近日与交通银行泰州分行签订《保证合 同》，为其2025年9月28日至2026年9月28日5000万元综合授信额度按40%持股比例提供2000万元连带责 任保证，无反担保。截至公告披露日，公司已为华脉光电提供担保余额3920万元（含本次），剩余可用 担保额度5080万元。公司及其控股子公司累计对外担保余额占最近一期经审计净资产的4.36%，无逾期 对外担保。 ...

Core Viewpoint - The company is leveraging its core technologies in RF cables and high-speed connectors to expand into communication and special equipment markets amid the trend of domestic substitution [1] Group 1: Market Opportunities - The company is actively exploring market opportunities in communication and special equipment sectors [1] - The domestic substitution trend is driving the company's strategic initiatives [1] Group 2: Challenges - The company faces challenges such as fluctuations in raw material prices and industry competition [1] - The company plans to address these challenges through technological innovation and market expansion [1] Group 3: Future Outlook - The company encourages stakeholders to monitor its progress through regular reports [1]

Group 1 - The company, Jin Xin Nuo, reported that as of September 30, 2025, the number of shareholders is 69,446 [2]

11月28日，沪深两市成交额合计1.59万亿元，较上一交易日缩量约1239.97亿元。其中，沪市成交额 6457.56亿元，深市成交额9400.4亿元。中际旭创成交额居首，为167.51亿元。其后是新易盛、工业富 联、阳光电源、蓝色光标，成交额分别为143.37亿元、100.08亿元、93.95亿元、90.61亿元。 ...