【导读】通信设备板块表现强势，电力板块活跃，豫能控股直线拉涨停 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 2月26日开盘，A股主要指数涨跌不一，创业板指跌超1%，科创综指震荡调整。 | 上证指数 | 深证成指 | 科创综指 | | | --- | --- | --- | --- | | 4141.31 | 14459.54 | 1813.57 | | | -5.92 -0.14% | -16.33 -0.11% | -6.15 -0.34% | | | 万得全A | 创业板指 | 北证50 | | | 6895.13 | 3318.68 | 1547.37 | | | -4.87 -0.07% | -36.14 -1.08% | +0.17 +0.01% | | | 沪深300 | 中证500 | 中证A500 | | | 4721.49 | 8536.28 | 5953.40 | | | -14.40 -0.30% | +8.72 +0.10% | -13.90 -0.23% | | | 中证1000 | 深证100 | 中证红利 | | | 8445.17 | 5923.63 | 5783. ...

【导读】通信设备板块表现强势，电力板块活跃，豫能控股直线拉涨停 中国基金报记者李智 一起来看下最新的市场情况及资讯。 2月26日开盘，A股主要指数涨跌不一，创业板指跌超1%，科创综指震荡调整。 从板块看，发电设备涨幅居前，通信设备、互联网、超硬材料等板块表现活跃，而房地产、保险、锂电 等板块跌幅居前。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 培育钻石 | 超硬材料 | 光通信 | 盐湖提望 | 光电路交换机(O | 发电设备 | 通信设备 | 化肥农药 | 互联网 | 灯康 | | 5.22% | 3.82% | 3.15% | 2.87% | 2.83% | 2.65% | 2.36% | 2.27% | 1.52% | 1.33% | | 电总板 2.73% | 特高压 2.51% | 米电 2.42% | 提矿 2.39% | 超导 2.17% | 钢铁 0.89% | 电力 0.90% | 造纸 0.86% | 电子元器件 0. ...

Core Insights - Chinese scientists have achieved a breakthrough in optical communication and 6G technology by realizing the cross-network integration of fiber optic and wireless communication systems, setting a new record for data transmission rates with the development of the "fiber-optic-wireless integrated communication system" [1][2][3] Group 1: Technological Advancements - The new system developed supports dual-mode transmission for fiber optic and wireless communication, significantly enhancing anti-interference capabilities [3][6] - The system utilizes integrated optical solutions to create ultra-wideband integrated photonic devices operating above 250GHz, achieving a single-channel transmission rate of 512Gbps for fiber optic communication and 400Gbps for wireless communication [4][6] Group 2: Application Potential - The system has demonstrated the capability to simulate large-scale user access scenarios for 6G, successfully conducting a multi-channel real-time 8K video access demonstration with 86 channels, increasing transmission bandwidth by over 10 times compared to current 5G standards [3][6] - The research lays a foundation for the next generation of ultra-wideband high-speed fiber-optic-wireless integrated communication, with significant application potential in 6G base stations and wireless data centers [3][6]

Group 1 - The communication sector continues to show strength, with the largest communication ETF, Huaxia (515050), rising by 2.9% and trading volume exceeding 300 million yuan, driven by significant gains in stocks like Tianfu Communication, which surged over 13% with trading volume surpassing 10 billion yuan [1] - Chinese scientists have achieved a world-first in the integration of optical and wireless communication systems, developing a "fiber-optic-wireless integrated communication system" that sets a new record for data transmission rates, highlighting its potential applications in 6G base stations and wireless data centers [1] - Global demand for optical fibers is on the rise, driven by the increasing need for high-speed, low-latency transmission in AI-driven data centers and data center interconnect (DCI) scenarios, as noted in a report by Guotai Junan [1] Group 2 - The Huaxia communication ETF (515050) focuses on electronic and communication hardware, with top holdings including Zhongji Xuchuang, Xinyi Sheng, and Lixun Precision, indicating a balanced exposure to both hardware and application sectors [2] - The Huaxia AI ETF (159381) has a significant portion of its weight in the optical module CPO sector and AI software applications, with its top ten holdings reflecting a diverse investment strategy [2] - The fund size of the Huaxia AI ETF is nearly 2 billion yuan, with a low comprehensive fee rate of 0.20%, making it attractive for investors seeking high elasticity in the AI and communication sectors [2]

中国基金报记者 李智 A股迎来马年首个交易日，一起来看下最新的市场情况及资讯。 板块上来看，油气板块掀涨停潮，化工、贵金属、海运、通信设备等板块表现活跃；而AI应用方向走低，文化传媒、软件、短剧游戏等板块震荡调整。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 玻璃纤维 9.43% | 油气开采 8.06% | 磷化工 6.91% | 天然气 6.81% | 光模块(CPO) 6.42% | 能源设备 7.50% | 石油天然气 5.94% | 石油化工 5.09% | 原史 4.85% | 芸会居 4.78% | | 光通信 5.66% | 深地经济 5.44% | 覆铜板 5.44% | 化学原料 5.42% | 特高压 5.35% | 化肥农药 4.46% | 工程机械 4.43% | 通信设备 3.99% | 建材 3.71% | 摩托车 3.40% | | 虚拟人 | ChatGPT | 拼多多合作商 | 谷子经济 | AIGC | ...

Company News - Tongguan Gold expects a net profit of approximately HKD 820 million to HKD 840 million for 2025, representing a year-on-year increase of about 289% to 298%, primarily due to increased production and sales of gold and higher average selling prices [7] - China State Construction Industry anticipates a net profit of approximately HKD 237 million for the fiscal year 2025, down from HKD 650 million in the previous year, mainly due to a decrease in new project volume and revenue [8] - Kintor Group forecasts a net profit increase of over 165% for 2025, exceeding HKD 4.32 billion, driven by growth in investment business and profits from copper-clad laminate segments [9] - Kintor Laminates expects a net profit growth of over 80% for 2025, exceeding HKD 2.39 billion, attributed to strong demand for copper-clad laminates and upstream materials including fiberglass yarn, fiberglass cloth, and copper foil [10] - SimOne 4.0 has successfully completed systematic adaptation and deep optimization on the Moore Thread MTT S5000 GPU [11] Industry Insights - The storage market has entered a seller's market, with SK Hynix indicating that storage prices will continue to rise this year due to real demand driven by AI and limited cleanroom space, with current DRAM and NAND inventory lasting only about four weeks [5] - The Ministry of Industry and Information Technology, along with two other departments, has issued guidelines for the wine industry aimed at quality improvement and upgrading, targeting the cultivation of over three traditional advantageous wine production areas with annual revenues exceeding RMB 100 billion by 2028 [4]

Group 1 - China's first fully automated container ship, "Zhifei," has successfully completed its commercial operation, marking a significant achievement in the field of maritime technology [4] - The Sichuan Yalong River Two Rivers Reservoir Pumped Storage Power Station has reached a critical milestone, with the ability to generate 1.4 billion kilowatt-hours of electricity annually, enough to power 600,000 households [5] - Chinese scientists have developed an astronomical AI model named "Xingyan," capable of detecting signals from galaxies over 13 billion light-years away, providing a powerful tool for astronomical exploration [6][7] Group 2 - In the field of optical communication and 6G technology, Chinese researchers have achieved a breakthrough by integrating fiber optic and wireless communication systems, setting a new record for data transmission rates [9] - During the Spring Festival holiday, Beijing welcomed over 19.84 million tourists, generating a total tourism expenditure of 33.14 billion yuan, showcasing the city's recovery in the tourism sector [10] - The Chinese Ministry of Commerce has urged the U.S. to cancel unilateral tariff measures against trade partners, emphasizing that trade wars have no winners and protectionism is not a viable solution [12]

影响股市利好与利空消息 宏观新闻 3、外交部网站2月23日消息，外交部发言人宣布：应国务院总理李强邀请，德国总理默茨将于2月25日 至26日对中国进行正式访问。 4、玉渊谭天22日发文称，美国最新加征的所谓"临时关税"，很可能像此前一样面临被起诉的风险。 1、2月16日出版的第4期《求是》杂志发表中共中央总书记、国家主席、中央军委主席习近平的重要文 章《当前经济工作的重点任务》。文章强调，2026年经济工作头绪多，要抓住关键、纲举目张。坚持内 需主导，建设强大国内市场。统筹促消费和扩投资，用好我国超大规模市场优势。深入实施提振消费专 项行动，制定实施城乡居民增收计划，扩大优质商品和服务供给，优化"两新"政策实施，清理消费领域 不合理限制措施，释放文旅等服务消费潜力。 2、美东时间2月20日，美国最高法院公布关税诉讼案裁决结果，判定美国政府依据《国际紧急经济权力 法》对相关贸易伙伴加征的对等关税、芬太尼关税等相关关税违法。商务部新闻发言人表示，中方一贯 反对各种形式的单边加征关税措施，反复强调贸易战没有赢家，保护主义没有出路。中方敦促美方取消 对贸易伙伴加征的有关单边关税措施。 5、当地时间2月21日，美国总统 ...

Group 1: Breakthroughs in Maritime Technology - The first domestically operated intelligent navigation container ship "Zhifei" has achieved full-process unmanned operations for navigation, berthing, and operations [2][4] - "Zhifei" is equipped with a domestically developed intelligent navigation core system and can operate in three modes: manual driving, remote control, and unmanned autonomous navigation [4] Group 2: Advancements in Energy Sector - The Sichuan Yalong River Lianghekou Pumped Storage Power Station, the largest hybrid pumped storage power station under construction globally, has reached key milestones with the completion of the plant excavation and the start of concrete pouring for the downstream reservoir [6] - Once operational, the power station will have a water flow rate of 150 cubic meters per second, capable of filling a standard swimming pool in 15 seconds, and will generate 1.4 billion kilowatt-hours annually, enough to meet the electricity needs of 600,000 households for a year [7] Group 3: Innovations in Astronomy - Chinese scientists have developed an astronomical AI model "Xingyan" based on computational optics and AI algorithms, capable of detecting faint celestial signals and observing galaxies over 13 billion light-years away, achieving the deepest space imaging known internationally [9][12] - The model addresses challenges posed by background noise and thermal radiation, providing a powerful tool for exploring the universe and is expected to have a significant impact on the field of astronomy [12] Group 4: Progress in Communication Technology - Chinese scientists have made breakthrough advancements in optical communication and 6G technology, achieving the world's first cross-network integration of fiber optic and wireless communication systems, setting a new record for data transmission rates [14] - The developed "fiber-optic-wireless integrated communication system" utilizes integrated optical solutions to create ultra-broadband integrated photonic devices exceeding 250 GHz, contributing significantly to the advancement of integrated optics and terahertz communication systems [15]

公司方面，据中证报表示，A股相关概念股有新易盛 、光迅科技等。 *免责声明：文章内容仅供参考，不构成投资建议 中证报指出，AI数据中心算力提升和下一代无线通信网络6G的蓬勃发展，要求在多样化场景满足信号 的高速、低时延传输。新系统破解"带宽鸿沟"，数据传输速率刷新目前已知的新纪录。这一系统可支持 光纤通信和无线通信双模式传输，显著提升了抗干扰能力。新系统"对融合光学和太赫兹通信系统的进 步作出重要贡献，在6G基站、无线数据中心等场景中极具应用潜力。 *风险提示：股市有风险，入市需谨慎 据中证报报道，我国科学家近日在国际上率先实现光纤通信与无线通信系统的跨网络融合，自主研发 的"光纤—无线一体化融合通信系统"刷新数据传输速率纪录。团队还模拟了6G大规模用户接入场景， 实现86个信道的多路实时8K视频接入演示，传输带宽较目前5G标准提升10倍以上。该突破由北京大学 联合鹏城实验室等团队完成，解决了光纤与无线通信间的"带宽鸿沟"，为6G发展奠定基础。 ...