ZTE - TechWire

ZTE

2025.04.01

08:20

Huatai Securities: Global AI computing power investment is expected to drive the performance of manufacturers in the optical communications sector to continue to improve

Huatai Securities uses 36 A- and H-rated companies in the communications industry as samples and estimates that the total net profit attributable to the parent company of the communications sector in the first quarter of 2025 will increase by 9% year-on-year. After excluding the three major operators, ZTE and other heavyweight stocks, the net profit attributable to the parent company of the sector is expected to increase by 49% year-on-year. In terms of subdivision, the profits of telecom operators have grown steadily; the leading manufacturers in the optical communications sector have benefited from the increased investment in AI computing power, and their performance is expected to continue to be realized under the high growth of 400G & 800G demand. In addition, the prosperity of the industrial chain is showing a trend of diffusion; IDC has ushered in a turning point due to the growth in demand for intelligent computing centers at home and abroad; and the prosperity of military communications is expected to be restored. Looking ahead to the second quarter of 2025, Huatai Securities believes that the increased investment in global AI computing power is expected to drive the performance of related manufacturers in optical communications, cloud network equipment, IDC and other sectors to continue to improve; the demand for IoT modules is expected to continue to recover; and the performance of the operator sector is expected to maintain a steady growth trend.

2025.03.31

12:20

ZTE Corporation (00763.HK): The company's board of directors agreed to elect Ms. Fang Rong as the chairman of the company's tenth board of directors.

2025.03.19

12:54

ZTE launches AiCube DeepSeek all-in-one machine

During the MWC25 Barcelona exhibition, ZTE officially released the AiCube DeepSeek all-in-one machine, providing enterprises with efficient large-model commercialization solutions. AiCube DeepSeek all-in-one machine integrates high-computing hardware, easy-to-use training and promotion platform and mainstream large models, and efficient, secure and low-cost local deployment, solving the "last mile" problem of large-scale AI model commercialization.

2025.03.13

12:00

Hong Kong Stocks Midday Review: Hang Seng Index fell 0.74%, Hang Seng Technology Index fell 2.17%

At the close of Hong Kong stocks at noon, the Hang Seng Index fell 0.74%, and the Hang Seng Technology Index fell 2.17%. Tongcheng Travel fell more than 8%, Miniso fell more than 6%, and ZTE fell more than 5%.

11:36

Hong Kong stocks fluctuated downward, with the Hang Seng Technology Index falling more than 2%

Hong Kong stocks fluctuated downward, with the Hang Seng Technology Index falling more than 2% and the Hang Seng Index falling more than 0.6%. Tongcheng Travel fell more than 8%, while Cathay Pacific and ZTE fell more than 5%.

2025.03.12

13:30

A-share 6G concept stocks strengthened in the afternoon. Guomai Technology had previously hit the daily limit, ZTE Corporation rose more than 8%, Philin Co., Ltd. rose more than 7%, and Zhongbei Communications and Water Holdings followed suit.

13:28

6G concept stocks strengthened in the afternoon, with ZTE rising more than 8%

6G concept stocks strengthened in the afternoon. Guomai Technology had previously hit the daily limit, ZTE Corporation rose more than 8%, Philin Co., Ltd. rose more than 7%, and Zhongbei Communications and Water Holdings followed suit.

13:21

ZTE rose more than 5%, and the Communication Equipment ETF (159583) held 13.65% of the stock

ZTE Corporation's increase expanded to 5.21%. The Communications Equipment ETF (159583) holds 13.65% of the stock. The current increase is 1.95%, rising for three consecutive days. The latest price hit a five-day high. The transaction volume was 4.4565 million, an increase of 47.95% from this time yesterday.

2025.03.10

12:33

On March 10, Junwei Electronics stated on an interactive platform that Huawei is one of the company's end customers, but the company has not yet established a direct cooperative relationship with Huawei and has not entered the ZTE supply chain.

11:22

1G file "transferred in seconds" Hainan Province's first key park 10G optical network pilot completed in Lingshui

According to Hainan Daily, on March 8, Hainan Unicom and ZTE completed the first 10G optical network pilot deployment in the province's key park in Lingshui Li'an International Education Innovation Experimental Zone, verifying the feasibility of smooth upgrade of existing network equipment and laying the foundation for the large-scale deployment of 10G networks in the province. According to on-site measurements in the park, the peak rates of both upstream and downstream exceeded 10,000 Mbps, which is 5 to 10 times higher than the current 10G PON gigabit network bandwidth, and a 1G file can be transmitted within 1 second.

2025.03.07

17:06

ZTE's shareholding was reduced, and JPMorgan Chase's shareholding ratio dropped to 4.72%

Information from the Hong Kong Stock Exchange shows that JPMorgan's shareholding in ZTE fell from 5.04% to 4.72% on March 3, with an average share price of HK$26.84.

2025.03.06

14:09

China Unicom and ZTE jointly launch a series of new AI home terminal products

On March 5, during MWC25, China Unicom and ZTE jointly launched a series of innovative AI smart home terminal products. This cooperation is another important achievement of the two parties' in-depth exploration in the field of smart home. The new products released this time cover a variety of AI home terminals, including home smart screens, AI gun-ball linkage cameras, and home AI companion screen cameras, realizing full-domain AI home scenarios such as connection, entertainment, control, and security.

05:35

FTSE China A50 Index to include Cambrian, China Unicom and Guotai Junan

On March 5, FTSE Russell announced quarterly review changes to the FTSE China 50 Index, FTSE China A50 Index, FTSE China A150 Index, FTSE China A200 Index, and FTSE China A400 Index. The change will take effect after the close of trading on Friday, March 21, 2025. Specifically, the FTSE China A50 Index, which has attracted the most attention in the market, will include Cambrian-U, China Unicom, and Guotai Junan; China General Nuclear Power, Yili Group, and Luzhou Laojiao will be removed. BeiGene-U, SAIC Group, Seres, Inovance, and ZTE Corporation are on the list of reserve stocks for the FTSE China A50 Index. The reserve list will take effect immediately until the next quarterly review of the constituent stocks. If one or more constituent stocks are deleted, the reserve stocks will be selected.

2025.03.04

06:53

Mobile World Congress opens, Chinese companies lead the new wave of "5G-A×AI"

On March 3, the 2025 Mobile World Congress (hereinafter referred to as "MWC2025") kicked off in Barcelona, Spain. As a weathervane for global technological development, this year's conference theme is "Integration, Connection, Creation", bringing together more than 2,700 top technology companies and innovative companies from around the world. These companies will showcase cutting-edge technologies and innovative products in the fields of AI and communication technology integration, 5G-A, and innovative applications of the Internet of Things (IoT), and will jointly discuss the development trends of the mobile communications industry. This year, a total of 344 Chinese technology companies participated in MWC2025, an increase of nearly 20% over 2024. Chinese companies such as China Telecom, China Mobile, China Unicom, Huawei, ZTE, Honor, and Xiaomi have set up booths and released blockbuster products and solutions. The deep integration of AI and 5G-A and the application of AI in terminal equipment and industry digital transformation have become the focus of this conference.

2025.03.03

17:16

Information from the Hong Kong Stock Exchange shows that BlackRock (BLK.N) increased its shareholding in ZTE Corporation (00763.HK) from 4.83% to 5.11% on February 25.

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