ZTE - TechWire

ZTE

2025.09.19

10:36

The 6G concept of A-shares continued to strengthen, Sega Technology and Yihua shares both hit the daily limit, followed by Hengtong Optic-Electric, Daheng Technology, Kingsignal, Oscon, Higer Communication, and ZTE.

2025.09.11

16:10

Hong Kong Stock Market Close: Hang Seng Index fell 0.43%, Hang Seng Tech Index fell 0.24%

At the close of Hong Kong trading, the Hang Seng Index fell 0.43%, and the Hang Seng Tech Index fell 0.24%. The Hong Kong Tech ETF (159751) rose 0.17%, and the Hang Seng Hong Kong Stock Connect ETF (159318) rose 0.14%. Among sectors, forestry and paper products, and containers and packaging saw the largest gains, while home furnishings and life science tools saw the largest declines. Among individual stocks, Kidsland International surged over 160%; ZTE rose 7.5%, SMIC rose 4.97%, Luoyang Molybdenum rose 4.79%, and CRRC rose 4.01%. Hansoh Pharmaceutical fell 8.76%, and Tigermed fell 9.36%. Unisound rose 26.12%, and Yaojie Ankang-B rose 20.78%.

12:02

Hong Kong Stock Market Midday Review: Hang Seng Index fell 0.29%, Hang Seng Tech Index fell 0.09%

At the midday close of Hong Kong stocks, the Hang Seng Index fell 0.29%, and the Hang Seng Tech Index fell 0.09%. The Hong Kong Tech ETF (159751) fell 0.17%, and the Hang Seng Hong Kong Stock Connect ETF (159318) fell 0.35%. Among sectors, forestry and paper products, and semiconductor products and equipment saw the largest gains, while biotechnology and life science tools saw the largest declines. Among individual stocks, ZTE rose 7.74%, SMIC rose 6.05%, Hansoh Pharmaceutical fell 9.18%, and Tigermed fell 10.44%. Unisound rose 19.7%, and Changfei Optical Fiber and Cable rose 15.14%.

07:54

Sales of AI training and promotion all-in-one machines are booming, and the market prospects are optimistic.

As artificial intelligence (AI) moves from the "hundred-model war" to practical applications, computing power demand is shifting from training to inference. AI training and inference appliances are gaining popularity in the market because they meet enterprise requirements for out-of-the-box, secure, and localized deployment, supporting large-model training, inference, and the entire AI application development process. According to IDC, nearly 100 manufacturers have launched training and inference appliance-related products in the domestic market this year, including many listed companies. Companies such as ZTE and Digital China have revealed to reporters that their training and inference appliance-related products are currently selling like hotcakes. The market prospects for training and inference appliance-related products are generally optimistic within the industry.

2025.09.08

17:41

ZTE: Completed the development of a commercial prototype for the 50G PON three-generation time-division coexistence technology solution

ZTE stated on its interactive platform that in the optical communications sector, its products cover end-to-end all-optical networks encompassing optical transmission, optical access, and optical terminals. In optical transmission, for telecom optical communication network scenarios, the company set a world record by transmitting a single-wavelength 1Tb/s optical signal over 10,714 kilometers using hollow-core fiber. Its 1.6T metropolitan area coherent product has completed live network testing with a major international carrier. For data center interconnection scenarios, the company launched the world's first full-band OTN and pioneered the pilot and commercialization of 400G/800G full-band OTN computing center interconnection. In optical access, the company completed the development of a commercial prototype for the 50G GPON third-generation time-division coexistence technology solution, paving the way for smooth network upgrades for operators. In optical terminals, the company's annual FTTR shipments exceeded 10 million units, and it ranked first globally in PONCPE shipments. Furthermore, the company is conducting research in related technologies such as 2T+ and CPO, including electronic chips, optical engines, and optoelectronic packaging.

17:16

ZTE stated on its interactive platform that it will successively launch Lingyun series switching products of different specifications to meet the advanced needs of high-speed interconnection between GPU cards at different stages.

2025.09.04

15:10

CCB International: ZTE's interim results are strong, raising its target price to HK$40

CCB International published a research report stating that ZTE Corporation (ZTE) delivered strong interim results, with revenue increasing by 15%, primarily driven by positive demand in its government business and boosted by its consumer business. Segment revenue increased by 110% and 8%, respectively, during the period. Gross profit margin narrowed by 8.1 percentage points year-on-year to 30.9%. The bank attributed this to the increased share of server sales, which contribute less profit to the government business, and the increased proportion of AI server shipments. The bank believes that computing demand from domestic internet service providers will remain strong for the remainder of the year and believes that ZTE's component inventory can support continued strong growth. It currently forecasts a 104% year-on-year increase in ZTE's government business revenue for the full year, with a 14% increase next year. While gross profit margin may remain under pressure this year, it is not expected to deteriorate further. The bank maintained its "Outperform" rating on ZTE and raised its target price from HK$33 to HK$40.

2025.09.02

13:20

ZTE's A-shares and H-shares fell in the afternoon, both falling by more than 7%.

2025.09.01

17:14

Hong Kong Stock Exchange documents show that BlackRock's long position in ZTE Corporation (00763.HK) increased from 6.37% to 7.29% on August 26.

12:02

Hong Kong Stock Market Midday Review: Hang Seng Index rose 1.77%, Hang Seng Tech Index rose 1.77%

At the midday close of Hong Kong stocks, the Hang Seng Index rose 1.77%, while the Hang Seng Tech Index rose 1.77%. The Hong Kong Tech ETF (159751) rose 1.67%, and the Hang Seng Hong Kong Stock Connect ETF (159318) rose 1.09%. Among sectors, healthcare technology and pharmaceuticals led the gains, while aerospace & defense and leisure equipment & supplies led the declines. In terms of individual stocks, Alibaba-W rose 17.29%, Alibaba-WR rose 16.67%, Innovent Biologics rose 9.04%, BOC (Hong Kong) rose 6.08%, BOC (Hong Kong)-R rose 6.03%, Zijin Mining rose 5.86%, WuXi Biologics rose 5.84%, WuXi AppTec rose 5.84%, Shandong Gold rose 5.79%, Smoore International rose 5.61%, CSPC Pharmaceutical Group rose 5.07%, SMIC rose 4.94%, Kelun Biotech-B rose 4.71%, BeiGene rose 4.45%, and ZTE rose 4.23%; BYD Co., Ltd. fell 6.82%, Meitu fell 12.18%; Melco International Development rose 18.76%.

2025.08.31

15:12

Cathay Pacific and Haitong Securities became the stocks with the largest net purchase amount by mutual funds in the first half of the year

On August 31st, the 2025 semiannual reports of mutual funds were released. Data from Tianxiang Investment Consulting shows that Cathay Pacific and Haitong Securities were the top net buyers of mutual funds in the first half of the year, with net purchases reaching 14.612 billion yuan. Other top ten stocks by net purchases by mutual funds in the first half of the year included Montage Technology, Industrial Bank, East Fortune, SF Holding, iFlytek, Bank of Hangzhou, Focus Media, SmartSens, and VeriSilicon. BYD was the top net seller, while other top ten stocks by net sales by mutual funds in the first half of the year included CATL, ZTE, Haitong Securities, Luxshare Precision, Midea Group, Bank of China, Wuliangye, Wanhua Chemical, and Kweichow Moutai.

2025.08.29

17:17

Citigroup's long position in ZTE's H shares increased to 7.17%.

According to the Hong Kong Stock Exchange, Citigroup increased its long position in ZTE Corporation - H shares from 6.71% to 7.17% on August 25, 2025.

14:17

ZTE Corporation (00763.HK) fell more than 10% in the afternoon on the Hong Kong stock market, while ZTE Corporation's A-shares fell more than 5%.

14:14

ZTE's stock price fell more than 5% during trading

ZTE Corporation fell more than 5% during the session and is now trading at 45.02 yuan.

2025.08.26

19:10

Leveraged funds have recently increased their holdings of 46 xinchuang concept stocks, with net purchases exceeding 100 million yuan each.

According to statistics, there are over 100 ICT-related stocks in the A-share market. In terms of institutional attention, stocks like Kingsoft Office, GigaDevice, and Haiguang Information Technology have each received ratings from over 30 institutions, while stocks like Foxconn Industrial Internet, iFlytek, and Hikvision have each received ratings from over 20 institutions. In terms of capital flows, leveraged funds have recently significantly increased their holdings in ICT-related stocks. According to Databao statistics, as of August 25th, ICT-related stocks have received a total net financing purchase of over 27.3 billion yuan since August, with 46 of these stocks receiving net financing purchases exceeding 100 million yuan each. The stocks with the highest net financing purchases include Haiguang Information Technology, SMIC, Foxconn Industrial Internet, ZTE, and North China Huachuang. Among these 46 concept stocks, as of the close of August 26th, the stocks whose cumulative monthly gains underperformed the Shanghai Composite Index during the same period include Dongshan Precision, Kingsoft Office, China Micro Semiconductor, Glodon, and iFlytek.

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