MB-ZTE @EC2607A

ZTE Aids the Development of Embodied Intelligence Industry

Establishment of Shaanxi Jianxing Zhanlu Private Equity Investment Partnership

GGBA Venture Capital Guiding Fund Adds ZTE and Other Partners

ZTE Subscribes to Guangdong-Hong Kong-Macao Greater Bay Area Venture Capital Fund for 200 Million Yuan.

ZTE Decides to Repurchase A-shares for Incentive Plans

ZTE Joins the Open Agent AI Foundation at Its Establishment

ZTE Subscribes to Shaanxi Jianxing Zhanlu Equity Investment Partnership

ZTE Launches Enterprise-Level Desktop Intelligent Body Co-Claw Enterprise Edition

ZTE Constructs Full-Stack AI Industry Ecosystem

ByteDance Launches Dobaobao Phone Assistant Official Version Project

Citi Increases Long Position in ZTE

ZTE Collaborates with Algerian Ooredoo to Promote 5G Technology Commercialization

Citi Reduces Its Long Position in ZTE to 6.45%

JPMorgan Increases Short Position in ZTE to 6.21%

EU Proposes Cybersecurity Bill to Gradually Phase Out Equipment from High-Risk Vendors Such as Huawei and ZTE

JPMorgan Reduces Short Position in ZTE H Shares

Citibank Downgrades ZTE Rating But Raises Price Target

UBS Increases Short Position in ZTE H Shares

ZTE Plans to Repurchase A-shares for Equity Incentives

ZTE Collaborates with Operators and Satellite Companies to Advance Space-Ground Integration Communication Technology

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SHENG YUAN HLDG

REGAL PARTNERS

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ZTE to Invest 200 Million Yuan Into Partnership Fund; Shares Up 3%

marketscreener

ChinaAMC CSI 5G Communication ETF

Guotai CSI All Share Communications Equipment ETF

Fullgoal CSI Communication Equipment Thematic ETF

Guotai CES Semiconductor Chip Industry ETF

Harvest CNI Communication ETF

ZTE to Invest 200 Million Yuan Into Partnership Fund; Shares Up 3%

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ZTE and Sunlord announced that they will act as limited partners, each investing 200 million yuan to subscribe to the Guangdong-Hong Kong-Macao Greater Bay Area Venture Capital Guidance Fund, which has a total scale of 50.45 billion yuan and was established on December 22, 2025. The fund will focus on investing in fields such as next-generation information technology, biotechnology, and high-end equipment manufacturing, with a maximum duration of 20 years. The Guangdong-Hong Kong-Macao Fund is one of the three regional funds under the National Venture Capital Guidance Fund, aimed at supporting cutting-edge fields such as artificial intelligence and quantum technology

Wallstreetcn

Sunlord

A fund exceeding 50 billion yuan is set to launch! ZTE and Sunlord participate in the subscription

ZTCOY

JPMorgan Chase & Co's long position in H-shares of ZTE Corp decreases to 8.71% on Feb 3 from 9.61% - HKEX

ZTE Corporation

JPMorgan Chase & Co's long position in H-shares of ZTE Corp decreases to 8.71% on Feb 3 from 9.61% - HKEX

JPMorgan Chase & Co's short position in H-shares of ZTE decreased to 4.97% - HKEX

JPMorgan Chase

Defiance Daily Target 2X Long JPM ETF

JPMorgan Chase & Co's short position in H-shares of ZTE decreased to 4.97% - HKEX

ZTE Corporation (763.HK) has recently continued its adjustment trend in stock price, with weak daily-level rebounds, a continuous decrease in trading volume, and K-line showing a slight arrangement of bearish candles. The MACD indicator remains in a death cross, indicating a clear short-term bearish structure. The continuously shrinking trading volume suggests overall market sentiment is low, with many funds choosing to wait and see. 

On the fundamental side, ZTE Corporation's communication equipment business has shown reasonable resilience since last year, but the slowdown in 5G investment pace and cost-cutting pressures in the industry have put pressure on profitability. Additionally, fluctuations in overseas market orders and uncertainties in the trade environment have made the market cautious about the company's medium to long-term growth. Affected by external sentiment, the overall defensiveness of the sector has weakened, and there is insufficient rotation among technology mainlines.

In terms of technical trends, after the K-line broke down from the box, it has been continuously testing support and is now approaching the HKD 18-19 range, where there has historically been some accumulation of shares and willingness to support. If there is a volume increase with a reversal or unusual fund movements during intraday trading, it is expected to test the HKD 20 round number and short-term moving average pressure. If the volume continues to shrink and declines, caution is needed for a drop to HKD 17 or lower support.

Operational advice: Investors should prioritize risk control and participate in short-term speculation based on intraday fund flows and unusual movements. Until there are signs of a reversal in technical signals, ZTE Corporation is expected to remain in a weak oscillation, with subsequent policies and 5G industry events likely to bring marginal changes

Technical Forecast

Morning Trend | ZTE Corporation experiences a volume decline, is there a change in the market with unusual fund movements?

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ByteDance is set to launch its second-generation Doubao smartphone in mid-to-late Q2 2026, following the initial project launch in late 2025. The new device, developed in collaboration with ZTE’s Nubia brand, aims to exceed the expectations set by the first-generation model. The Doubao team has engaged with major app developers and secured access permissions from various internet companies. Handset manufacturers will need to pay licensing and subscription fees for ByteDance's AI services.

动点科技英文源

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

China Southern CSI Semiconductor Industry Custom ETF

GF Fund CNI Information Technology Innovation Theme ETF

Yinhua CSI 5G Communication Theme ETF

ChinaAMC SSE Science and Technology Innovation Board 50 ETF

Tianhong CSI Computer Theme ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Guotai CSI Computer Theme ETF

GF Fund CNI Semiconductor Chips ETF

ByteDance to launch second-gen Doubao phone in Q2, sources say

ByteDance officially launched the Doubao Phone Assistant project at the end of last year, with a new device expected to be released in the late second quarter of this year. The new device shows significant performance improvements over the first-generation test version and continues to collaborate with ZTE Nubia, with ZTE responsible for hardware and Doubao for AI. Meanwhile, the Doubao phone team has reached cooperation agreements with some internet companies and is negotiating with smartphone manufacturers such as Vivo to promote overseas market expansion

AASTOCKS

According to reports, ByteDance launched the official version project of Doubao Mobile Assistant at the end of last year and plans to release a new device in the mid to late second quarter

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As of midday, the three major indices of the Hong Kong stock market showed mixed trends. The Hang Seng Index rose slightly by 0.42%, the Hang Seng TECH Index weakened and fell by 1.25%, while the China Enterprises Index edged up, with the overall market primarily experiencing fluctuations. The focus of the market is on capital rotation and structural opportunities, with technology and cyclical stocks performing prominently. MEGAIN rose by 93.33% during the session, and FANGZHOU JIANKE increased by 39.22%, as market funds primarily targeted news-driven stocks. On the macro level, economic data and liquidity continue to dominate market sentiment

- The Hong Kong stock market exhibited divergent movements among its three indices, with the Hang Seng Index rising 0.42% to 26,860.58 points.  
- The technology sector faced pressure, evidenced by a 1.25% drop in the Hang Seng Technology Index, while gold and non-ferrous metal stocks performed strongly, benefiting from recent positive announcements.  
- Recent economic data has significantly influenced market volatility, affecting investment sentiment across consumption, exports, and liquidity, with a notable shift and rotation in market styles expected shortly.

Market Heartbeat

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Hang Seng China Enterprises Index

Hong Kong stocks intraday | The Hang Seng Index slightly rises, the technology index under pressure, gold leads a surge in the non-ferrous metal sector

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EU Move to Force High-Risk Telecom Suppliers Draws Ire from Chinese Equipment Makers

China Southern CSI Communication Service ETF

Nokia

EU Move to Force High-Risk Telecom Suppliers Draws Ire from Chinese Equipment Makers

The European Commission has proposed to ban third-country companies deemed to pose security risks from participating in the construction of European mobile networks, widely seen as a move targeting China. Although specific countries or companies are not explicitly mentioned, the EU has sought to restrict Chinese suppliers such as Huawei and ZTE. This proposal is based on actions in 2023, where the EU will assess the banned countries or suppliers and give telecom providers three years to phase out the relevant equipment

法新社

The EU plans to ban high-risk telecom suppliers, targeting China's Huawei and ZTE

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S&P Global Market Intelligence listed the top ten shorted stocks in Hong Kong as of January 16, including CHINA VANKE, ZTE, and DONGFANG ELEC. The short interest ratio is the percentage of borrowed shares relative to the total number of shares outstanding. The short interest ratio for CHINA VANKE is 18.59%, ZTE is 14.40%, and DONGFANG ELEC is 13.85%. The data also shows the price changes of each stock over the past 7 days

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S&P Global Market Intelligence lists the top ten shorted Hong Kong stocks recently

The European Union plans to phase out telecom equipment from "high risk" countries, targeting Chinese firms like Huawei and ZTE. This move aims to enhance cybersecurity amid concerns over reliance on Chinese tech and U.S. services. The draft legislation mandates the removal of such equipment within three years, addressing previous voluntary measures that led to inconsistent application across member states. Huawei has criticized the proposal, arguing it violates EU legal principles. The new rules will also apply to other critical sectors, aiming to protect EU citizens and businesses.

Yahoo Finance

EU plans phase out of high risk telecom suppliers, in proposals seen as targeting China

MB-ZTE @EC2607A(25107.HK)

ZTE to Invest 200 Million Yuan Into Partnership Fund; Shares Up 3%

A fund exceeding 50 billion yuan is set to launch! ZTE and Sunlord participate in the subscription

JPMorgan Chase & Co's long position in H-shares of ZTE Corp decreases to 8.71% on Feb 3 from 9.61% - HKEX

JPMorgan Chase & Co's short position in H-shares of ZTE decreased to 4.97% - HKEX

Morning Trend | ZTE Corporation experiences a volume decline, is there a change in the market with unusual fund movements?