转自：央视新闻客户端 智能制造是制造业高质量发展的核心引擎。2025年底，工业和信息化部等六部门联合公布了首批15家领航级智能工厂名单，名单涵盖装备制造、原材料、电 子信息等多个关键行业。这些领航者不仅代表着当前中国制造智能化的最高水平，更标志着我国智能制造从数字化、网络化迈向了智能化的关键跃升期。 | 序号 | 企业名称 | IÇ | | --- | --- | --- | | 1 | 宝山钢铁股份有限公司 | 高端绿色! | | | | 号 | | 2 | 上海航天设备制造总厂有限公司 | 高可靠规 | | | | 流程创 | | ﺗﺤﺎ | 徐州重型机械有限公司 | 全球定制 | | | | 式起重 | | 4 | 南京铜铁股份有限公司 | 产业链深/ | | | | 个性化) | | 5 | 中国石油化工股份有限公司镇海炼化 | 基于全局 | | | 分公司 | 绿色石 | | 6 | 杭州海康威视數字技术股份有限公司 | 物联感知 | | | | 化定1 | | 7 | 潍柴动力股份有限公司 | 基于数智 | | | | 发动 | | 8 | 青岛海尔中央空调有限公司 | 中央空调 | | | | ...

中国处于全球数字创新前沿，在5G部署、光纤覆盖和量子计算等领域处于领先地位。通过与中国合 作，马来西亚正实现从技术"使用者"向"共同开发者"的转变。 2025年是马中两国数字合作的重要里程碑。去年4月，两国签署数字经济与AI等领域的合作文件，将在 政策协调、监管对接、工业数字化转型及人才培养等领域开展全方位合作。 中国成为马来西亚在基础设施投资、AI合作等领域的重要伙伴，双边合作将强化马来西亚的数字经济 发展基础，支持其向更互联、更包容的经济体转型。 责编：张荣耀、卢思宇 新华社吉隆坡1月13日电（记者王嘉伟）马来西亚拉曼理工大学学者贾斯蒂娜·约瑟夫·杰亚拉杰日前在马 来西亚《星报》撰文指出，通过深化与中国在数字经济和人工智能（AI）领域的合作，马来西亚不仅 引入先进技术，还在构建包容性数字经济、弥合国内数字发展鸿沟方面迈出关键一步。文章摘要如下： 技术准入已成为现代社会包容与经济治理的关键。马来西亚目前仍面临数字技术分配不均的挑战：偏远 地区缺乏高速网络，中小型企业在应用云计算、AI和数据分析方面仍显滞后。 ...

Market Insights - The market is experiencing a strong upward trend driven by positive factors such as stable prices and improved investment expectations, with overall liquidity remaining ample and trading activity active [3][4] - The CPI for December showed a year-on-year increase of 0.8%, better than the previous value of 0.7%, while the PPI decreased by 1.9%, a smaller decline compared to the previous 2.2% [15][19] - The recovery in PPI indicates price stabilization, which is expected to positively impact corporate profitability and enhance market risk appetite [4][15] Industry Configuration - The military industry sector has reached a historical high in trading congestion, with the defense military trading congestion at 9.4%, the highest since 2000, and the aerospace equipment sector also hitting a record high of 2.3% [21][22] - The growth phase of the market is not yet at its end, as key indicators such as the simultaneous new highs of major growth sectors have not been met, particularly in the electric equipment, computer, and communication sectors [25][26] - The current growth style is showing signs of acceleration, but it does not fully meet the characteristics of a strong market, indicating that the growth phase may still be in its early stages [29][31] Investment Opportunities - The AI industry chain is identified as the strongest mainline investment opportunity, with a focus on computing power, supporting components, and applications [34][35] - Other sectors to watch include storage and energy chains, military industry, and machinery equipment, which are expected to benefit from rising prices and demand driven by AI and geopolitical events [35][36]

Investment Rating - The report maintains an "Overweight" rating for the communication industry, expecting the industry index to outperform the market index by more than 10% in the next six months [2][44]. Core Insights - The commercial aerospace sector is showing significant momentum both domestically and internationally, shifting focus from mere technological breakthroughs to the integration of technology, ecosystem development, and market applications. Leading companies are enhancing their commercialization capabilities [3][39]. - The report anticipates that the communication industry will experience a period of technological iteration and policy dividends in 2025, with new growth drivers emerging from AI, quantum communication, and low-altitude economy sectors. The recovery of cellular IoT modules and ongoing construction of communication facilities are expected to create new demands for devices, equipment, and service operations [3][39]. Summary by Sections 1. Communication Industry Market Review - The communication sector index fell by 1.18% over the two weeks from December 26, 2025, to January 8, 2026, underperforming the CSI 300 index by 3.22 percentage points, ranking last among 31 sectors [11][12]. - In January 2026, the communication sector index increased by 0.85%, again underperforming the CSI 300 index by 1.48 percentage points [11][12]. 2. Industry News - The Ministry of Industry and Information Technology and seven other departments jointly issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'" [15]. - The first offshore reusable rocket recovery base in China has commenced construction with a total investment of 5.2 billion yuan [21]. - SpaceX's Starlink has connected over 9 million active users across 155 countries, showcasing significant growth from 14.5 million users in December 2021 [22]. 3. Company Announcements - Feiling Kesi plans to indirectly invest in Nanfei Microelectronics, focusing on high-speed network communication interconnect chips, with a total investment of 40.8 million yuan [23][24]. - Guangku Technology expects a net profit growth of 152%-172% for 2025, driven by revenue growth and cost control measures [26]. 4. Industry Data Updates - As of November 2025, the mobile phone user base reached approximately 1.828 billion, a year-on-year increase of 2.20% [27]. - The total number of 5G base stations reached 4.83 million, with a net increase of 579,000 compared to the end of the previous year [36].

Group 1 - The core point of the article highlights the recent decline in the stock price of Changfei Fiber Optics, which fell by 5.18% to 111.66 yuan per share, with a trading volume of 1.516 billion yuan and a turnover rate of 3.30%, resulting in a total market capitalization of 92.444 billion yuan [1] - Changfei Fiber Optics Co., Ltd. is located in Wuhan, Hubei Province, and was established on May 31, 1988. The company focuses on the telecommunications industry, particularly in areas related to telecom operators and data communication, and has developed a complete industrial chain including preform, fiber, cable, and related products [1] - The company's main business revenue composition includes optical transmission products at 60.25%, optical interconnection components at 22.61%, and other products at 17.13% [1] Group 2 - From the perspective of fund holdings, data shows that one fund under GF Fund has a significant position in Changfei Fiber Optics. The GF Technology Power Stock Fund (005777) held 752,600 shares in the third quarter, accounting for 3.46% of the fund's net value, making it the seventh-largest holding [2] - The GF Technology Power Stock Fund (005777) was established on May 31, 2018, with a latest scale of 2.196 billion yuan. Year-to-date returns are at 7.99%, ranking 329 out of 5,493 in its category, while the one-year return is 67.6%, ranking 529 out of 4,197 [2]

通过技术创新、设备升级、品牌打造，潜江传统产业持续焕新。纺织服装业向品牌化、高端化迈进；绿 色食品产业向全链化、多元化发展，80余家规上企业形成60多种产品矩阵；现代化工向精细化、高端化 跃升，百美药业原料药、中能新材料产业园投产，推动产业价值链持续上移。 "我们坚持智能化、绿色化、融合化方向，统筹传统产业、新兴产业、未来产业，全力构建体现潜江优 势的现代化产业体系。"潜江市委书记叶杨表示，将推动现代化工产业向千亿元级产业集群迈进，建设 纺织服装、绿色食品两个百亿元级特色产业集群，壮大光电子信息、铝基新材料等新兴产业，前瞻布局 低空经济、具身智能等未来产业。 本报武汉1月6日讯（记者柳洁、董庆森）近年来，湖北省潜江市全面融入全省先进制造业产业集群，产 业升级步伐坚实，动能转换成效初显。2025年前11个月，潜江市规上工业增加值同比增长9%。 步入长飞光纤潜江工厂的拉丝车间，6层楼高的拉丝塔将软化后的预制棒通过拉丝机"吐"出直径仅125微 米的光纤。以长飞光纤为代表，潜江引进一批行业领军企业落户，构建了"电子材料—光纤预制棒—光 纤光缆—光纤器件—光信息服务"完整产业链。 在新兴赛道上，潜江表现亮眼。高端湿电子 ...

通鼎互联所属申万行业为：通信-通信设备-通信线缆及配套。所属概念板块包括：光纤光缆、光通信、 5G、长三角一体化、融资融券等。 截至9月30日，通鼎互联股东户数8.38万，较上期增加4.17%；人均流通股14037股，较上期减少4.00%。 2025年1月-9月，通鼎互联实现营业收入24.46亿元，同比增长12.71%；归母净利润-6546.76万元，同比 减少906.66%。 分红方面，通鼎互联A股上市后累计派现4.67亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，通鼎互联十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股2450.77万股，相比上期增加779.09万股。 责任编辑：小浪快报 1月6日，通鼎互联盘中上涨2.16%，截至11:23，报6.15元/股，成交2.53亿元，换手率3.55%，总市值 75.64亿元。 资金流向方面，主力资金净流入2660.80万元，特大单买入1660.09万元，占比6.57%，卖出793.95万元， 占比3.14%；大单买入5263.70万元，占比20.82%，卖出3469.04万元，占比13.72%。 通鼎互联今年以来股价涨 ...

特发信息今年以来股价涨2.04%，近5个交易日跌4.01%，近20日跌8.34%，近60日涨17.34%。 资料显示，深圳市特发信息股份有限公司位于广东省深圳市南山区高新区中区科丰路2号特发信息港大 厦B栋18楼，成立日期1999年7月29日，上市日期2000年5月11日，公司主营业务涉及光纤、光缆、通信 设备、电力电缆、电力通信光缆、金具及附件、无源光纤网络终端、无线路由器、IPTV机顶盒、分离 器和智能路由器系列产品、军用航空通讯设备、数据记录仪和弹载计算机的研发、生产、销售,以及通 信系统集成及技术服务。主营业务收入构成为：线缆板块78.94%，智慧服务板块9.91%，融合板块 6.81%，材料销售及其他2.45%，物业资产经营板块1.89%。 1月5日，特发信息（维权）盘中上涨2.04%，截至13:52，报11.98元/股，成交3.90亿元，换手率3.69%， 总市值107.86亿元。 资金流向方面，主力资金净流入64.57万元，特大单买入1383.99万元，占比3.55%，卖出1538.66万元， 占比3.95%；大单买入6623.27万元，占比16.99%，卖出6404.03万元，占比16.43% ...

（记者 王瀚黎） 法尔胜（000890.SZ）1月5日在投资者互动平台表示，普天法尔胜光通信有限公司为公司参股公司，主 要产品为光纤预制棒、光纤、光缆，上述产品主要应用于在运营商基础网络通信及广播电视通信领域。 每经AI快讯，有投资者在投资者互动平台提问：请介绍一下公司控股子公司普天法尔胜光通信有限公 司的业务范围，该公司的服务产品能否应用于商业航天领域？ ...

[Table_StockNameRptType] 策略研究 月度报告 春风送暖 [Table_RptDate] 报告日期： 2026-1-4 [Table_Author] 分析师：郑小霞 执业证书号：S0010520080007 电话：13391921291 邮箱：zhengxx@hazq.com 分析师：刘超 执业证书号：S0010520090001 电话：13269985073 邮箱：liuchao@hazq.com 分析师：张运智 执业证书号：S0010523070001 电话：13699270398 邮箱： zhangyz@hazq.com 分析师：陈博 执业证书号：S0010525070002 电话：18811134382 邮箱：chenbo@hazq.com 相关报告 1.策略季报《万境皆含春意—2026 年 一季度 A 股市场研判及配置机会》 2025-12-28 2.策略周报《1 月市场和行业有何日历 效应？》2025-12-21 4.策略周报《换手率对当下成长行情 节奏如何指示？》2025-12-14 5.年度策略《破晓：从预期到盈利的切 换—2026 年 A 股投资策略》2025-12- ...