21世纪经济报道 记者郭聪聪 1月以来，中国长城（000066）资产管理股份有限公司、中国中信金融资产管理有限公司、中国东方资产管理股份有限公司、中 国信达资产管理股份有限公司相继完成了2026年度党建和经营管理工作会议。 在我国金融体系中，四大全国性金融资产管理公司（AMC）是专门从事不良资产经营与风险化解的战略力量。自组建以来，这 支"国家队"始终坚守主责主业，在防范化解系统性金融风险、盘活存量资产、服务实体经济转型中扮演着关键角色。 站在"十五五"规划开局的关键时点，四大AMC系统总结2025年工作，并谋划新一年发展。会议传递出清晰信号：面对新形势、 新任务，四大AMC将坚持稳中求进工作总基调，以聚焦主责主业、服务国家战略为核心使命，以筑牢风险底线，以科技赋能， 激发高质量发展内生动力。 聚焦主责主业，精准服务国家战略与金融"五篇大文章" 回归本源、专注主业，是AMC的立身之本。四大AMC均强调要坚守不良资产处置核心功能，并主动将主业发展与国家战略需要 紧密对接，特别是在服务金融"五篇大文章"之上。 在巩固主业优势方面，长城资产提出要"精准扩容不良资产业务"，并"适应市场和政策变化，创新开展房地产盘活" ...

来源：中国金融家杂志 新春畅想 律回春晖渐，万象始更新。值此辞旧迎新之际，中国长城资产管理股份有限公司向长期关心支持公司改 革发展的各界朋友，致以最诚挚的感谢和最美好的新年祝福！ 过去的一年，在上级党委的坚强领导下，我们坚持以习近平新时代中国特色社会主义思想为指引，深刻 把握金融工作的政治性、人民性，积极培育践行中国特色金融文化，充分发挥金融救助和逆周期调节功 能，扎实服务国家战略，为金融强国建设和中国式现代化大局贡献长城力量。 聚焦实体经济纾困，精准赋能产业提质增效，累计盘活各类存量资产超800亿元，帮助困境企业剥离包 袱、重焕生机；深耕金融风险化解，筑牢区域稳定坚实防线，全年收购金融不良资产近800亿元，助力 金融稳定与经济高质量发展；发力房地产盘活攻坚，践行保交楼民生责任，打造了一批可复制、可推广 的纾困样本，有力支持地方经济社会发展。从实体经济纾困到金融风险化解，从房地产纾困攻坚到资源 优化配置，我们用实际行动践行了"金融报国、服务实体"的初心使命。 新的一年，"十五五"开局，作为国家金融体系的重要组成部分，我们必须以更高站位、更宽视野、更实 举措，在服务大局中找准定位，在改革创新中锤炼本领，践行"服 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：专利创新魔方 统信软件，国产桌面 / 服务器 OS 核心厂商，适配生态丰富。 麒麟软件（中国软件旗下，600536），银河麒麟 OS，党政、金融等关键行业核心供应商。 以上图片来自新华社截图 新华社消息，9日上午，习近平总书记来到位于北京亦庄的国家信创园，了解信息技术应用创新和北京 加快建设国际科技创新中心情况，察看代表性科技创新成果展示，并同科研人员和科技企业负责人代表 亲切交流。 从新闻报道公开的视频中，参加本次会见的人士可能有： 雷军（小米集团创始人）、唐杰（智谱 AI 创始人）、廖湘科院士（麒麟软件核心负责人）、胡伟武 （龙芯中科董事长）、刘闻欢（统信软件总经理）、冯裕才（达梦数据库创始人）、王继平（人大金仓 总经理）…… 国家信创园已集聚 700 + 企业，按产业链环节分类，覆盖 CPU、操作系统、数据库、整机、网络安 全、应用软件等核心赛道。 主要核心企业有： 龙芯中科（688047），自主指令集 LoongArch CPU、配套芯片组国产 CPU 龙头，党政与终端市场份额 领先。 飞腾信息（中国长城旗下，000066 ...

Group 1 - Zhongke Shuguang, based in Beijing, is a leading enterprise in high-performance computing, cloud computing, and big data, with a comprehensive self-developed technology system in computing infrastructure [1][29] - The company collaborates with top research institutions to develop quantum computing supporting technologies and has launched dedicated computing infrastructure for quantum computing [1][29] - Future prospects include becoming a core service provider for quantum computing industrialization, leveraging national computing network construction and quantum technology policies [1][29] Group 2 - iFlytek, located in Hefei, is a leader in intelligent voice and AI, focusing on the integration of quantum computing and AI applications [2][30] - The company aims to optimize AI model training efficiency using quantum computing's parallel processing advantages and explores quantum algorithms in various fields [2][30] - Future developments may lead to differentiated advantages in quantum intelligent interaction and optimization algorithms [2][30] Group 3 - Hengtong Optic-Electric, based in Suzhou, is a global leader in optical communication and energy interconnection, with a significant market share in quantum communication [3][31] - The company has developed quantum key distribution (QKD) equipment and has a market share of over 40% in quantum optical cables [3][31] - Future strategies include enhancing core devices and exploring the integration of quantum communication with marine communication [3][31] Group 4 - Aerospace Electronics, located in Beijing, is a core enterprise in aerospace electronic information, focusing on quantum sensing and navigation technologies [4][32] - The company develops high-precision aerospace sensors based on quantum effects and supports the construction of space-based quantum communication networks [4][32] - Future advancements may position the company as a key supplier in aerospace quantum technology applications [4][32] Group 5 - Zhongtian Technology, based in Nantong, specializes in optical cables and renewable energy, focusing on the infrastructure for quantum key distribution networks [5][34] - The company collaborates with other quantum technology firms to provide supporting equipment for quantum communication systems [5][34] - Future efforts may include the development of specialized optical devices and solutions for quantum communication [5][34] Group 6 - Huagong Technology, located in Wuhan, is a leader in laser processing and optoelectronic devices, focusing on core optical devices needed for quantum communication [6][35] - The company aims to become a key supplier of quantum communication components and explore quantum sensing technology applications [6][35] - Future developments may enhance the company's position in the quantum communication market [6][35] Group 7 - China West Electric, based in Xi'an, focuses on quantum sensing technology applications in power systems, developing high-precision monitoring sensors [7][36] - The company aims to enhance the stability and intelligence of power systems through quantum sensing technology [7][36] - Future strategies may solidify the company's core advantages in quantum monitoring and precision measurement [7][36] Group 8 - AVIC Optoelectronics, located in Luoyang, specializes in high-precision connectors and optoelectronic components for quantum communication and computing [8][37] - The company aims to support the miniaturization and integration of quantum devices through its advanced manufacturing capabilities [8][37] - Future developments may expand the company's role in the quantum technology supply chain [8][37] Group 9 - Southern Power Grid Digital, based in Guangzhou, focuses on digital power grid solutions and quantum key distribution technology in power systems [9][38] - The company aims to establish a quantum security protection system for critical power infrastructure [9][38] - Future initiatives may position the company as a benchmark in quantum security applications within the power industry [9][38] Group 10 - China Great Wall, located in Beijing, is a leader in self-controlled computing and information security, focusing on post-quantum cryptography [10][39] - The company develops solutions to ensure information system security in the quantum computing era [10][39] - Future advancements may enhance the company's offerings in quantum security solutions [10][39] Group 11 - Kehua Data, based in Xiamen, specializes in data center infrastructure and energy management, providing power solutions for quantum computing facilities [11][41] - The company aims to become a core supplier for quantum computing infrastructure as the industry grows [11][41] - Future developments may optimize energy solutions for quantum computing centers [11][41] Group 12 - State Grid Information Communication, located in Beijing, focuses on digital power and information communication, exploring quantum key distribution in power networks [12][42] - The company aims to enhance the security of power communication networks through quantum technology [12][42] - Future strategies may solidify the company's role in promoting quantum communication applications in the power sector [12][42] Group 13 - Tiantong Co., based in Haining, specializes in magnetic materials and sapphire crystals, focusing on high-performance sapphire substrates for quantum computing [13][43] - The company aims to become a key supplier of materials essential for quantum chip manufacturing [13][43] - Future developments may expand the application of quantum materials in various quantum devices [13][43] Group 14 - Shenzhou Information, a leader in financial technology, focuses on quantum key distribution in the financial sector [14][44] - The company aims to build a quantum security financial service system to protect financial data [14][44] - Future initiatives may enhance the integration of quantum technology in financial services [14][44] Group 15 - Qiming Star, located in Beijing, is a leader in network security, focusing on the development of post-quantum cryptography technologies [15][45] - The company aims to provide comprehensive network security solutions to protect against quantum computing threats [15][45] - Future advancements may position the company as a core service provider in post-quantum security [15][45] Group 16 - Electric Science Network Security, based in Chengdu, focuses on quantum security technologies, including quantum key distribution and post-quantum cryptography [16][47] - The company aims to become a key player in quantum security for critical information infrastructure [16][47] - Future developments may enhance the company's capabilities in quantum security solutions [16][47] Group 17 - Keda Guokai, located in Hefei, focuses on the intersection of quantum computing and big data, developing algorithms for quantum data processing [17][48] - The company aims to accelerate the industrialization of quantum computing technologies [17][48] - Future initiatives may open new growth opportunities in the intelligent software industry [17][48] Group 18 - Guangdong Measurement, based in Guangzhou, specializes in calibration and testing services for quantum technology products [18][49] - The company aims to ensure the measurement accuracy and stability of quantum devices [18][49] - Future developments may position the company as a core calibration service provider in the quantum technology sector [18][49] Group 19 - Dongxin Peace, located in Zhuhai, focuses on quantum key distribution technology for IoT security applications [19][50] - The company aims to enhance the security of IoT devices and data transmission through quantum technology [19][50] - Future initiatives may solidify the company's position in the quantum security market for IoT [19][50] Group 20 - Hengbao Co., based in Zhenjiang, specializes in smart cards and financial technology, focusing on quantum security in financial transactions [20][51] - The company aims to develop quantum secure payment systems to protect financial data [20][51] - Future developments may enhance the company's offerings in quantum security applications within the financial sector [20][51] Group 21 - Datang Telecom, located in Beijing, focuses on integrated circuit design and quantum communication chip development [21][52] - The company aims to support the miniaturization and integration of quantum devices through specialized chips [21][52] - Future advancements may position the company as a key supplier in the quantum chip market [21][52] Group 22 - Guomin Technology, based in Shenzhen, focuses on post-quantum cryptography for security chips in various industries [22][54] - The company aims to ensure the security of devices and data in the quantum computing era [22][54] - Future developments may enhance the company's capabilities in the quantum security chip market [22][54]

Investment Rating - The report maintains a "Positive" investment rating for the electronic industry, indicating an expectation of returns stronger than the market benchmark by over 5% [5]. Core Insights - Strong demand for computing power driven by AI applications is expected to continue, with significant investments from major cloud providers [8]. - The hardware supply-demand imbalance is spreading across various sectors, leading to price increases [8]. - New technologies such as CPO (Co-Packaged Optics) are anticipated to create additional demand [8]. Summary by Sections Investment Recommendations and Targets - Key investment targets include: - Semiconductor manufacturing: SMIC (688981, Buy), Hua Hong Semiconductor (01347, Buy) - Testing and packaging: Changdian Technology (600584, Buy), Tongfu Microelectronics (002156, Buy), and others [9]. - Server storage: Lianqi Technology (688008, Buy) - CPUs: Haiguang Information (688041, Buy), Longxin Technology (688047, Not Rated), and others [9]. - Passive components: Sanhua Group (300408, Buy), Fenghua Advanced Technology (000636, Not Rated) [9]. - Server manufacturing: Industrial Fulian (601138, Buy), Huaqin Technology (603296, Buy) [9]. - Analog and power chips: Naxin Micro (688052, Buy), Sierui Technology (688536, Not Rated), and others [9]. - Semiconductor equipment: Zhongwei Company (688012, Buy), Northern Huachuang (002371, Buy), and others [9]. - Optical devices/chips: Zhishang Technology (301486, Not Rated), Tianfu Communication (300394, Not Rated), and others [9]. AI Applications and Edge Computing - Key targets in edge AI applications include: - AI main control chips: Amlogic (688099, Buy), Hengxuan Technology (688608, Buy) - Edge storage: Zhaoyi Innovation (603986, Buy), Bawei Storage (688525, Buy) [10]. - Terminal manufacturers: Hikvision (002415, Buy), Luxshare Precision (002475, Buy), BYD Electronics (00285, Not Rated), and others [10]. - Core components for AI edge: Huanxu Electronics (601231, Buy), Sunny Optical Technology (02382, Buy), and others [10].

格隆汇2月5日丨中国长城(000066.SZ)在互动平台表示，公司可为相关行业提供系列AI服务器产品，覆 盖医疗、金融、互联网、云服务等领域，满足不同行业的AI应用需求。 ...

金融资产管理公司如何深入学习贯彻全会精神，践行金融工作的政治性、人民性？作为金融资产管理公 司派驻的专业经营机构，如何在全会精神指引下强化功能性定位，在提升专业能力中找准发力点？对 此，《金融时报》记者专访了中国长城（000066）资产上海分公司党委书记、总经理侯军帮。 《金融时报》记者：作为中国长城资产派驻上海的专业经营机构，中国长城资产上海分公司如何深入学 习贯彻党的二十届四中全会精神，践行金融工作的政治性、人民性？ 党的二十届四中全会深刻阐释了新时代全面深化改革的重大意义，作出了一系列重要部署，为金融业践 行政治性、人民性，服务国家战略指明了根本方向。 《金融时报》记者：中国长城资产上海分公司如何提升专业服务能力，夯实高质量发展基础？ 侯军帮：面对上海金融市场的竞争和复杂的业务场景，中国长城资产上海分公司以全会精神为指引，聚 焦核心能力建设，不断提升不良资产经营管理专业能力，优化经营模式，深耕主业，推动主业实现质的 有效提升和量的合理增长。以创新驱动提升资产管理能力，构建多元业务模式，平衡跨周期财务波动。 积极探索REITs、私募、资本市场等资产退出路径。在服务场景上，聚焦高新技术产业、消费升级、养 老 ...

证券日报网讯 2月4日，中国长城（000066）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东户数为397592户。 ...

证券日报网讯 2月4日，中国长城（000066）在互动平台回答投资者提问时表示，公司关注行业前沿技 术并结合公司实际业务需求，进行充分评估和规划。 ...

中国长城2月4日在互动平台表示，公司未涉及转融通业务。 ...