Focus Events - Spot gold and silver prices ended a three-day decline, with London gold rising by 2.24% to $4,763.63 per ounce and London silver increasing by 4.17% to $82.43 per ounce [1] - Chip导科技 released its 2025 annual report, reporting revenue of 394 million yuan, a year-on-year increase of 11.52%, and a net profit attributable to shareholders of 106 million yuan, a year-on-year decrease of 4.91% [1] Industry Dynamics - Multiple institutions remain optimistic about the future of gold, with Guotai Junan predicting that gold prices could reach $6,000 per ounce in 2026 due to ongoing monetary system restructuring and central bank purchases [10] - Morgan Stanley raised its gold price forecast for the end of 2026 from $5,400 to $6,300 per ounce, citing sustained demand from central banks and investors [11] - Yuguang Jin铅 mentioned that fluctuations in silver prices have a complex impact on its profit margins due to the dynamic nature of raw material pricing [18] Policy and Regulation - The State Taxation Administration announced adjustments to VAT tax declaration matters, optimizing the reporting scope for general taxpayers and small-scale taxpayers [8] - The Ministry of Industry and Information Technology issued a mandatory national standard for automotive door handle safety, effective January 1, 2027, to enhance vehicle safety [12] Corporate Actions - Shanghai has initiated a project to acquire second-hand housing for affordable rental housing, focusing on matching housing types with talent needs [15] - Beiyinmei announced that its controlling shareholder's pre-restructuring plan was approved by the creditors' meeting, which may lead to changes in shareholder equity and control [21] - Midea Group reported a total expenditure of 1.998 billion yuan for repurchasing 0.35% of its shares [25]

Group 1 - Chinese government emphasizes the implementation of policies to promote high-quality development and new growth points [2][39] - Local governments are urged to enhance service awareness and improve administrative efficiency to address business concerns [2][39] - The "14th Five-Year Plan" should focus on practical and systematic planning, avoiding overly ambitious projects [2][39] Group 2 - Recent incidents of Chinese enterprise personnel being detained in the US have raised concerns about the impact on business exchanges [3][40] - The Chinese government has expressed strong opposition to the US's actions and called for the cessation of such practices [3][40] Group 3 - The South Korean stock market experienced a significant drop, triggering temporary trading halts [5][42] - The KOSPI index fell by 5.26%, closing at 4949.67 points, after previously reaching a historic high [6][42][7] - The Indonesian stock market also faced turbulence, with the Jakarta Composite Index dropping by 4.88% [8][43] Group 4 - The domestic futures market saw a rare plunge, with 13 commodity futures hitting the limit down due to panic selling [9][44] - The decline was attributed to a combination of factors, including excessive leverage and market structure vulnerabilities [9][44] Group 5 - The National Investment Silver LOF fund announced a significant adjustment in its valuation method for silver futures contracts [10][45] - This adjustment aims to better reflect international market price fluctuations [10][45] Group 6 - The gaming industry reported record revenue per user, with several A-share companies expecting positive performance [17][52] - The humanoid robot industry is accelerating, with institutions actively researching companies with promising earnings [17][52] Group 7 - Shanghai Yizhong reported a net profit increase of 819.42% for 2025, driven by the inclusion of its core product in the national medical insurance directory [19][53] - The company plans to continue investing in R&D for innovative drugs [19][53] Group 8 - XGIMI Technology and Espressif Systems announced share buyback plans, with total amounts not less than 50 million yuan [20][54] - ST Kaiyuan may face delisting risk due to negative net assets projected for 2025 [21][55]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码（A/H）：000063/00763 证券简称（A/H）：中兴通讯 公告编号：202603 中兴通讯股份有限公司 第十届董事会第十九次会议决议公告 本公司及董事会全体成员保证董事会决议公告的内容真实、准确和完整，没有虚假记载、误导性陈述或 重大遗漏。 中兴通讯股份有限公司（简称"公司"）已于2026年1月27日以电子邮件的方式向公司全体董事发出了 《关于召开中兴通讯股份有限公司第十届董事会第十九次会议的通知》。2026年2月2日，公司第十届董 事会第十九次会议（简称"本次会议"）以通讯表决方式召开。本次会议应表决董事9名，实际表决董事9 名。本次会议的召开符合有关法律、行政法规、部门规章和《中兴通讯股份有限公司章程》的有关规 定，会议合法、有效。 本次会议审议通过了《关于认购陕西建兴湛卢股权投资合伙企业（有限合伙）份额的议案》，决议内容 如下： 1、同意中兴通讯股份有限公司与建信（北京）投资基金管理有限责任公司、陕西省科技创新母基金合 伙企业（有限合伙）、无锡市高新区创业投资控股集团有限公司、深圳市垣华投资有限公司、矽力杰半 导体技术（杭州）有限公司、 ...

Core Viewpoint - Shanghai Yizhong reported a significant increase in net profit for 2025, driven by the inclusion of its core product in the national medical insurance directory and increased R&D investments [2]. Group 1: Company Performance - Shanghai Yizhong's total revenue for 2025 reached approximately 317.08 million yuan, a year-on-year increase of 82.72%, with net profit soaring by 819.42% to about 64.13 million yuan [2]. - Chipway Technology achieved a revenue of 394 million yuan in 2025, reflecting an 11.52% increase, while net profit decreased by 4.91% to 10.6 million yuan [5]. Group 2: Share Buybacks - XGIMI Technology plans to repurchase shares with a total fund of no less than 50 million yuan and no more than 100 million yuan, at a price not exceeding 159.51 yuan per share [3]. - Lexin Technology also intends to repurchase shares with a similar financial commitment, with a maximum price of 170.29 yuan per share [3]. Group 3: Risk Warnings - ST Kaiyuan anticipates a potential delisting risk warning due to expected negative net assets for 2025 [4]. Group 4: Important Investments - Aorui Technology's subsidiary plans to invest approximately 145 million yuan in computing power equipment [7]. - ZTE Corporation intends to invest 117 million yuan in a fund focused on new generation information technology and advanced manufacturing [10]. - Dawn Holdings is set to acquire a plastic and engineering plastic compound business in Vietnam for approximately 15.74 million USD [11]. Group 5: New Projects and Developments - Guangdong Electric Power A announced the successful commissioning of its Maoming Bohua Power Plant, with a total investment of 7.48 billion yuan and an expected annual power generation of 8.6 billion kWh [12]. - Ugreen Technology has submitted an application for H-share listing on the Hong Kong Stock Exchange [12].

Buyback Announcements - GoerTek has repurchased 1.14% of its shares, spending 1.108 billion yuan, with a total of 40.5481 million shares repurchased at prices ranging from 20.35 to 34.09 yuan per share [18] - Midea Group has repurchased 0.35% of its shares, spending 1.998 billion yuan, with a total of 26.9437 million shares repurchased at prices ranging from 69.50 to 80.44 yuan per share [17] - SF Holding has repurchased approximately 48.2887 million A-shares, with a total amount of about 1.899 billion yuan [1] Stock Trading Anomalies - Maoye Commercial has experienced a significant stock price increase, with a cumulative deviation of 20% over two trading days, indicating potential market overheating and high speculation risk [2] - Jinhui Liquor reported a cumulative stock price deviation of over 20% over three trading days, confirming normal production and no undisclosed major information [3] - Yangtze Optical Fiber has noted that the global optical fiber and cable market environment is normal, with new products related to data centers representing a small proportion of total demand [4] Profit Distribution Plans - Ningbo Fuda plans to distribute a cash dividend of 0.7 yuan per 10 shares, totaling 101 million yuan, which accounts for 59.85% of the net profit attributable to shareholders for the first three quarters of 2025 [5] Corporate Investments - Southwest Securities has received approval from the China Securities Regulatory Commission to issue bonds totaling up to 14 billion yuan [6] - Guoneng Rixin plans to increase its stake in Sanas Zhihui to 31% through an investment of 17.625 million yuan, enhancing its capabilities in new energy asset operation services [7] Production Updates - Weiyuan Co. has successfully launched a 250,000 tons/year electrolyte solvent project, enhancing its production capacity for various chemical products [8] Financial Performance - Lianyun Technology reported a net profit of 142 million yuan for 2025, a year-on-year increase of 20.36%, driven by growth in storage product demand [12] - Shanghai Yizhong reported a net profit of 64.132 million yuan for 2025, a significant increase of 819.42%, attributed to the inclusion of its core product in the national medical insurance directory [13]

智元机器人将举办全球首个大型机器人晚会"机器人奇妙夜"；SpaceX与XAI就合并事宜进行深入谈判。 ④卡莱特推出Mica P100产线机器人； ⑤中兴通讯上线Co-Claw企业版； ⑥天准星智推出基于Jetson T4000的具身大脑域控制器； ⑦Soul App开源实时数字人生成模型SoulX-FlashTalk。 ①特斯拉最新人形机器人2026年底前启动量产； ②智元机器人将举办全球首个大型机器人晚会"机器人奇妙夜"； ③SpaceX与XAI就合并事宜进行深入谈判； ...

中兴通讯（000063）(000063.SZ)公告，公司拟作为有限合伙人出资1.17亿元认购陕西建兴湛卢股权投资 合伙企业(有限合伙)(暂定名)。该合伙企业将投资于新一代信息技术产业、新能源、人工智能、先进制 造领域。 ...

建兴湛卢基金基金规模为3亿元人民币(最终以实际募集金额为准)。建信北京、中兴通讯、陕西科创母 基金、无锡高新创投、深圳垣华、矽力杰、源杰科技共7家参与主体认缴出资3亿元人民币，出资方式均 为现金出资;各合伙人分两期出资缴付，每期实缴出资比例分别为认缴出资额的40%、60%。该基金的投 资方向及阶段：投资于新一代信息技术产业、新能源、人工智能、先进制造领域。合伙企业对投资项目 阶段不做特殊要求，对中小微型、初创期企业、成长期和成熟期企业均可投资。 中兴通讯出资认购建兴湛卢基金，可投资扶持更大范围的创新业务及上下游产业链企业，降低成本、分 散风险，从而更好的促进公司战略的执行和实施。中兴通讯不控制建兴湛卢基金，不将其纳入合并报表 范围内，按照《企业会计准则第 2 号-长期股权投资》采用权益法进行会计核算。 中兴通讯（000063）(00763)发布公告，公司拟作为有限合伙人出资1.17亿元人民币认购陕西建兴湛卢股 权投资合伙企业(有限合伙)(暂定名，以工商登记部门最终核定为准，简称"建兴湛卢基金"或"基金")份 额。 ...

| 序号 | 合伙人名称 | 合伙人类型 | 认缴出资额 | 出资比例 | | --- | --- | --- | --- | --- | | | 建信北京 | 普通合伙人 | 300 | 1% | | 2 | 中兴通讯 | 有限合伙人 | 11,700 | 39% | | 3 | 陕西科创母基金 | 有限合伙人 | 6,000 | 20% | | র্ব | 无锡高新创投 | 有限合伙人 | 3.000 | 10% | | રે | 深圳垣华 | 有限合伙人 | 3.000 | 10% | | ર | 矽力杰 | 有限合伙人 | 3.000 | 10% | | 7 | 源杰科技 | 有限合伙人 | 3.000 | 10% | | | 合计 | | 30,000 | 100% | 2025年前三季度，中兴通讯实现收入1005.20亿元，归母净利润53.22亿元。 该合伙企业投资于新一代信息技术产业、新能源、人工智能、先进制造领域，存续期为7年，各合伙人认缴出资额如 下所示： | | | 2月2日，中兴通讯（000063/00763）发布公告，公司拟作为有限合伙人出资1.17亿元认购陕西建兴湛卢股权投资合伙 企 ...

格隆汇2月2日丨中兴通讯(000063.SZ)公布，公司拟作为有限合伙人出资11,700万元人民币认购陕西建兴 湛卢股权投资合伙企业（有限合伙）（暂定名，以工商登记部门最终核定为准，简称"建兴湛卢基 金"或"基金"）份额。基金投资方向及阶段：投资于新一代信息技术产业、新能源、人工智能、先进制 造领域。合伙企业对投资项目阶段不做特殊要求，对中小微型、初创期企业、成长期和成熟期企业均可 投资。 ...