ZTE (000063.SZ): Keeping a close eye on the development trends of cutting-edge technologies in the terminal fields such as AI glasses.
On March 18, Gelonghui reported that ZTE (000063.SZ) stated on the investor interaction platform that the company actively integrates AI technology into terminal products. With the strategic concept of 'AI for All', the focus is on five core consumer scenarios: sports health, audio-visual Entertainment, business travel, home Education, and smart driving. The layout includes a full range of AI terminal products such as mobile phones, tablets, laptops, and CSI Mobile Internet Index, providing consumers with more diverse application scenarios and a more comprehensive product experience. At the same time, the company closely monitors the development trends of cutting-edge technologies in the field of terminal products like AI glasses.
ZTE (000063.SZ): The company's Nebula AI has first achieved full-size embedded DeepSeek-R1, which has officially launched on the Nubia Z70 Ultra model.
On March 18, Gelonghui reported that ZTE (000063.SZ) announced on its investor interaction platform that its Nebula AI has successfully integrated the full-size embedded DeepSeek-R1 and has officially launched on the Nubia Z70 Ultra model. It not only features the complete 671 billion parameter DeepSeek-R1 model, ensuring the AI performance is fully unleashed, but also achieves system-level interactive integration, combining with Nebula AI's multimodal capabilities to provide an integrated, cross-device AI experience.
The Central Cybersecurity and Communications Agency: Focusing on promoting the large-scale deployment of IPV6 and forming a self-driven development trend in its application.
The Central Cyberspace Affairs Commission held a meeting to coordinate the national information development work, emphasizing the need to focus on target tasks to ensure a successful conclusion of the national information development during the 14th Five-Year Plan; focusing on solid foundations to effectively promote digital rural development to benefit and enrich farmers; concentrating on innovation to pragmatically drive the collaborative transformation development of digitization and greening; focusing on key breakthroughs to actively promote the large-scale deployment and application of IPV6, forming a self-driven development trend; and focusing on demand-driven efforts to significantly enhance Q&M Dental digital literacy and skills levels.
ZTE (000063) in-depth report: Expanding the main channel of "connection" and focusing on new opportunities in "computing power".
Core viewpoint: a Global leading integrated information and communications technology solutions provider. The company is a Global leading integrated communications and information technology solutions provider, offering complete end-to-end products and solutions in the Communications Industry, including design, development.
The Ministry of Industry and Information Technology will accelerate the research and development process of 6G. Experts indicate that 6G may achieve microsecond-level latency.
This year, the government work report includes 6G technology for the first time as a core framework for future industry cultivation. The Ministry of Industry and Information Technology also stated in a meeting that it will expand the large-scale application of 5G and accelerate the R&D process of 6G. In this regard, according to CCTV Finance, Hu Xiaopeng, head of the CCID CONSULTING Communications Industry Research Center, stated that in terms of latency, the goal of 6G is to achieve microsecond-level or even lower latency; in terms of connection density, 6G will support more devices connecting simultaneously, which will help support ultra-large-scale connections. In the 6G era, the organic integration of terrestrial mobile communication and high, medium, and low-orbit Satellites will cover areas like deserts, oceans, and the sky where ground signals are difficult to cover.
Express News | Today, these individual stocks are experiencing unusual movements, with Block Orders increasing in Coal and Petroleum, and selling off Electronic stocks.
Port City Brief | After the three major indices fell to the bottom, the decline narrowed, with the Tech Index down more than 1%; Coal Industrial Concept(coal Industry) stocks rose against the trend, with China Coal Energy increasing nearly 4%; and Yuelian
Network Technology stocks fell, KUAISHOU-W dropped 3.87%, Bilibili-W fell 2.97%; Sporting Goods stocks weakened, TOPSPORTS dropped 4.68%, CHINA DONGXIANG fell 4.60%; Hong Kong Retail Stocks weakened, PRADA fell 5.26%, SA SA INT'L dropped 3.13%.
Hong Kong stocks move | ZTE (00763) fell over 6% in the afternoon, with its profit performance in the second half of the year falling below expectations. Institutions state that the Operation Business is expected to recover this year.
ZTE (00763) fell over 6% in the afternoon, and as of this report, it is down 5.18%, priced at 27.45 HKD, with a transaction volume of 0.973 billion HKD.
ZTE (00763.HK) has launched the Nubia Neo 3 series Gaming smartphones.
ZTE (00763.HK) announced the launch of its latest Gaming Smart Phone series "Nubia Neo 3" at the MWC Barcelona 2025, featuring three models: Nubia Neo 3 GT 5G, Nubia Neo 3 5G, and Nubia Neo 3 4G. With upgrades such as a more responsive linear motor, immersive ambient lighting, dedicated Gaming space, and advanced cooling systems, it aims to provide users with a professional-grade gaming experience. The Nubia Neo 3 series will be available in the Global market starting later this month.
Shenzhen supports the purchase of three types of digital products such as mobile phones, with a subsidy of no more than 500 yuan per item.
The Shenzhen Development and Reform Commission and the Shenzhen Finance Bureau issued the "Implementation Plan for the Support of Consumer Goods Replacement with Old for New through Long-Term Special National Bonds Funding in Shenzhen (2025)", which proposes support for purchasing new digital products, including mobile phones. For individual consumers purchasing mobile phones, tablets (including smart office devices and tablet learning devices), smartwatches, and wristbands, a subsidy of 15% of the product sales price will be provided, with the sales price not exceeding 6,000 yuan. Each consumer can receive a subsidy for one item in each product category, with each subsidy not exceeding 500 yuan. Additionally, consumers who have already enjoyed subsidies for certain products in 2024 can again apply for specific categories.
Hong Kong stock Concept tracking | The Ministry of Industry and Information Technology urges to accelerate the 6G research and development process. Institutions: Focus on the three major Operations (attached Concept stocks).
The Ministry of Industry and Information Technology held a meeting emphasizing the need to continue promoting high-quality development in the Information & Communication industry, expand the large-scale application of 5G, and accelerate the research and development process for 6G.
In a dialogue with ZTE executives: Where does the confidence and openness come from in the shining Chinese Technology power at the B20 exhibition?
Bank of America Securities: Upgrades ZTE rating to "Buy" and raises the Target Price to 32 HKD.
Bank of America Securities announced in a Research Report that it has upgraded ZTE (00763) from "Neutral" to "Buy," with the Target Price raised from 21 HKD to 32 HKD. The bank is Bullish on ZTE's Server Business development, noting that as the Order volume increases from China's telecom operators and communication service providers, ZTE's Server Business is expected to expand significantly in 2024, likely benefiting from the growth of the Datacenter industry and increased demand for servers, with expectations of strong growth in the Server Business over the next two years. However, due to the weakness in the operators' Business, the bank has lowered ZTE's profit forecast for the next two years by 12% to 17%.
Express News | The Ministry of Industry and Information Technology: Strengthen the overall layout and capacity monitoring and early warning of the Industry Chain, and appropriately expand the pilot scope of opening up value-added telecommunication services.
What happened? The trillion-yuan giant suddenly surged, with Block Orders exceeding 1.1 billion.
Key period of transformation.
A-share 6G Concept stocks rallied, with ZTE rising nearly 9%.
On March 12, according to Gelonghui, A-share 6G Concept stocks strengthened in the afternoon, with Guomai Technologies, Inc. previously hitting the limit up, ZTE rising nearly 9%, Feiling Kesi increasing over 7%, and China Bester Group Telecom and Shenzhen WOTE Advanced Materials following suit.
Market Update | ZTE's Hong Kong stocks surged more than 8% in the short term. Recently, it announced its annual performance, and Institutions indicated an acceleration in expanding innovative Business along the second curve.
ZTE saw a short-term surge in the afternoon, as of the time of writing, it has risen by 8.24%, trading at 30.2 Hong Kong dollars, with a turnover of 0.954 billion Hong Kong dollars.
Bank of America Securities upgraded ZTE (00763.HK) rating to "Buy" and raised the Target Price to 32 yuan.
Bank of America Securities released a Research Report, Bullish on ZTE (00763.HK) server Business development, raising its investment rating from "Neutral" to "Buy," and increasing the Target Price from 21 yuan to 32 yuan. It pointed out that as orders from Chinese telecommunications operators and communications service providers increase, ZTE's server Business is expected to expand significantly in 2024, driven by the development of the Datacenter industry and increased server demand. It is anticipated that the server Business will maintain strong growth in the next two years. In response to weak operator Business, the firm has lowered ZTE's profit forecasts for the next two years by 12% to 17%.
UBS Group expects that this year the Global AI Industry ROI will reach the mid-teens, Bullish on large Market Cap AI stocks, leading cloud platforms, and Semiconductors.
The UBS Group's Wealth Management Asia-Pacific Investment Director's office published a report, predicting that Asian economies will strive to reach an agreement with the USA. In this scenario, the accumulated impact of tariffs on the region's GDP could be around 50 to 100 basis points. In the risk scenario where an agreement is not reached, extensive tariffs are imposed, or the USA's economic growth significantly slows below trend levels, the impact on Asian GDP growth could reach 200 to 300 basis points. UBS believes that AI computing is an important driving factor for AI enablers in Asia, and the strong growth momentum of AI computing revenues is expected to continue beyond 2025, anticipated from 2024 to 2029.
S&P Global Market Intelligence has listed the top ten shorted Hong Kong stocks recently.
S&P Global market intelligence listed the top ten most shorted stocks in Hong Kong as of last Friday (March 7). The data is calculated based on the securities financial dataset from S&P Global market intelligence. The indicator for calculating short selling (short ratio) is the percentage of borrowed shares to the issued shares. Stock Name │ Borrowed Shares (Million) │ Change in the Past 7 Days % │ Short Ratio % │ Price Change in the Past 7 Days % Vanke (02202.HK) │ 376.85 │ -2.43 │ 17.08 │ -3.94 GANFENGLITHIUM (01772.HK) │ 52.98 │ 1.29 │ 1