ZTE Corp Financial Overview and Market News
ZTE Corp Fundamentals
ZTE Corporation, based in Shenzhen, China, operates in the Information Technology sector, focusing on communication equipment. The company provides services including wireless and wired access, as well as smartphone design, production, and marketing. ZTE is listed on the Shenzhen Stock Exchange and trades in CNY. As of August 28, 2025, ZTE’s close price was 45.44 CNY, with a 52-week high of 47.9 CNY and a low of 23.3 CNY. The market capitalization stands at 183,033,768,548 CNY, with a price-to-earnings ratio of 28.17424. ZTE was first publicly traded on October 6, 1997.
Market News Highlights
Strategic Investment in Lishan Technology
On September 1, 2025, Lishan Technology announced a strategic investment of 5 billion CNY, with investors including East China Semiconductor, Hengtong Group, and Daohe Investment. East China Semiconductor, a repeat investor, contributed approximately 2.11 billion CNY, acquiring about 35.87% of Lishan Technology’s shares, making it the largest shareholder. Lishan Technology, established in 2022, specializes in developing GPU chips for graphic rendering, led by a team with over 15 years of experience from Silicon Valley’s S3 Graphics.
September Gold Stocks Data
As of September 1, 2025, 39 brokerage research institutes released their September gold stock recommendations, totaling 461 suggestions. After removing duplicates, 344 unique stocks were recommended, showing a diversified preference across different markets. The ChiNext board saw increased interest with 85 recommendations for 61 stocks, while the Science and Technology Innovation Board remained steady with 67 recommendations for 51 stocks. Hong Kong stocks saw a decline in recommendations.
CPO Concept Stocks Surge
On September 1, 2025, CPO concept stocks were notably active, with companies like Xiejie Technology, Tianfu Communication, and Hui Lü Ecology hitting their daily price limits. The “CPO Three Giants” - Xiejie Technology, Zhongji Xuchuang, and Tianfu Communication - saw significant gains, with their stock prices reaching historical highs. Over the past month, these stocks have more than doubled in value, with an average increase of 100.75%.
Capital Inflow in the Communications Industry
On September 1, 2025, the communications industry led the market with a 5.22% increase, attracting significant capital inflow. The industry saw a net capital inflow of 12.91 billion CNY, with 24 out of 27 sectors experiencing gains. In contrast, non-banking financial and banking sectors saw capital outflows.
Optical Module Stocks Surge
On September 1, 2025, optical module stocks, referred to as the “Three Giants of Easy Middle and Tian,” saw significant gains. Xiejie Technology’s stock price reached a new high, with a 14.42% increase. The ETF (560300) that includes these stocks also saw a nearly 3% rise, marking a strong three-day winning streak.
BAT Capital Expenditure Increases
In the second quarter of 2025, the combined capital expenditure of Baidu, Alibaba, and Tencent (BAT) reached 615.83 billion CNY, a 168% increase year-over-year. Alibaba’s cloud business revenue was 333.98 billion CNY, with capital expenditure at 386.76 billion CNY, both exceeding expectations. Morgan Stanley raised Alibaba’s target price from 140 to 170 USD, anticipating a revaluation of AI infrastructure.
Outstanding Underperforming Stocks
As of September 1, 2025, only 20 stocks were identified as having high potential for performance improvement. Analysts remain optimistic about the market’s upward trend, citing factors such as potential U.S. Federal Reserve rate cuts and increased issuance of public funds.
Technology Stocks Overview
In the first half of 2025, A-share hard technology stocks (electronics, communications, and computers) performed well. A total of 972 companies in these sectors reported combined revenues of 37,980.35 billion CNY, with a 11.84% year-over-year increase. Industrial Fuling led in revenue growth, with a 16.04% increase in net profit.
Fundamental Purchases in Financial Stocks
In the first half of 2025, public funds significantly increased their holdings in financial stocks. Guotai Haitong was the most heavily net purchased stock by public funds, with a net purchase amount of 146.12 billion CNY. Other major purchases included Lianqi Technology, CITIC Bank, and SF Holding.
These developments highlight the dynamic nature of the technology and communications sectors, with significant capital movements and strategic investments shaping the market landscape.