MB-ZTE @EC2611A

China Minmetals Enhances Business and Value Creation through Full Industry Chain Synergy

AI demand boosts Hon Hai's earnings, ZTE faces revenue without profit growth

ZTE Establishes Strategic Partnership with National Interventional Medicine Research Center for AI-driven Healthcare

ZTE Launches FTTR-B Full Optical Solution to Empower SME Digital Transformation

UOB Kay Hian analyst maintains hold rating on ZTE with target price

Citi Releases Report: ZTE Exceeds Revenue Expectations But Falls Short on Gross Margin

ZTE Reports a Significant Drop in Net Profit for the First Quarter

ZTE Corp Reports 343% QoQ Growth in Net Profit for Q1 2026

ZTE's Q1 Net Profit Down 46.58%

ZTE released FY2026 Q1 earnings on April 24 During-Market (BJT), actual revenue HKD 39.67 B (forecast HKD 38.95 B), actual EPS HKD 0.3061 (forecast HKD 0.5526)

BlackRock Increases Its Stake in ZTE H Shares

ZTE to Release FY2026 Q1 Earnings on April 24 During-Market (BJT), Forecast Revenue HKD 38.94 B, EPS HKD 0.5526

ZTE Announces Enterprise-Level Intelligent Body Platform Co-Claw and Co-ClawAMR Smart Logistics Solution

ZTE CTO: Focus on ICT, Not Enter Whole Vehicle Manufacturing

ZTE and CIMB Sign Memorandum to Strengthen Cooperation on 5G and Digital Infrastructure in Southeast Asia

China Tower Announces the Pre-Selection Results of the 2026 Room Division Antenna Product Centralized Procurement Project

JPMorgan Increases Stake in ZTE H Shares

ZTE Announces AI Cloud PCs and Mobile Internet Products

ZTE Outlines Strategy and Position in AI Era

JPMorgan reduces stake in ZTE H-shares

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A trade group representing Chinese companies warned that the EU could face losses of 367.8 billion euros ($432.2 billion) over five years if Chinese telecom suppliers like Huawei and ZTE are banned due to cybersecurity concerns. The report, prepared by the Chinese Chamber of Commerce to the EU and KPMG, highlights additional costs for companies, including replacing existing equipment and increased administrative expenses. Germany is projected to incur the largest loss, exceeding 170 billion euros, while France could lose around 46.3 billion euros. The EU's cybersecurity rules are pending approval from member states and the European Parliament, with potential retaliation from China.

- The European Union proposed in January to ban foreign telecom equipment manufacturers due to potential national security risks related to network access.  
- A report by the China Chamber of Commerce to the EU (CCCEU) and KPMG warns that such a ban could cost the EU €367.8 billion within five years, primarily affecting Germany and France.  
- The report emphasizes the need for a balanced approach to enhance cybersecurity while critiquing the politically motivated identification of "high-risk" suppliers.

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ZTE Corporation

ChinaAMC CSI 5G Communication ETF

Guotai CSI All Share Communications Equipment ETF

Fullgoal CSI Communication Equipment Thematic ETF

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Huawei

EU risks financial hit if Chinese suppliers forced out: trade group

ZTE Corporation (763.HK) is currently priced at 28.340, up 8.67% for the day, with its intraday increase ranking among the top in the chip sector, and a market capitalization of 136 billion. As a representative in the communication equipment and chip field, the company benefits from the overall strengthening of Hong Kong stock chip shares, with other companies in the industry such as Tian Shu Zhi Xin and Lan Qi Technology also showing significant increases. Currently, there are no major catalysts, and the increase may be influenced by sectoral benefits and active short-term capital

Movers Alert

ZTE Rallies 8% as Chip Stocks Lead Gains

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Samsung Electronics has been ordered by London's High Court to pay $392 million to ZTE for a license to use its mobile phone patents. This ruling is part of a global licensing dispute, with ZTE pursuing similar lawsuits in China, Germany, and Brazil. The court's decision comes after Samsung's attempt to negotiate a renewal of a previous deal failed. The amount awarded is higher than Samsung's proposed $200 million but lower than ZTE's requested $731 million. Both companies retain the right to appeal the ruling.

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Samsung Electronics Co., Ltd. Sponsored GDR

UK court orders Samsung to pay China's ZTE a $392 million lump sum after patent trial

UOB Kay Hian analyst maintained a Hold rating on ZTE yesterday and set a price target of HK$23.20.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks The word on The Street in general, suggests a Moderate Buy analyst consensus rating for ZTE with a HK$27.89 average price target.

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UOB Kay Hian

UOB Kay Hian Keeps Their Hold Rating on ZTE (ZTCOF)

ZTE Corporation announced its financial report for the first quarter of 2023, with revenue increasing by 6.1% year-on-year to approximately 34.99 billion yuan, but net profit plummeted by 46.6% to 1.31 billion yuan. After deducting non-recurring gains and losses, net profit fell by 52.2% to approximately 936 million yuan. The company stated that the decline in profit was mainly affected by exchange rate fluctuations and asset impairment losses, with operating cash flow turning into a net outflow of approximately 1.98 billion yuan. Nevertheless, the stock price rose by 7.26% on Monday, closing at HKD 26

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Brief News: Exchange rate fluctuations drag down ZTE's net profit in the first quarter, down 46.6% year-on-year

ZTE Corporation's stock rose over 5% following the announcement of its 1QYY results, which showed operating revenue of RMB34.989 billion, a 6.1% YoY increase, but a net profit drop of 46.6% YoY to RMB1.31 billion. Analysts from G Sachs and Citi noted that while revenue met expectations, net profit fell short, leading to a maintained "Neutral" rating and adjusted target prices. G Sachs cut its target price by 7% to HKD37.5, while Citi set it at HKD25.4.

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ZTE Corporation  Rises Over 5% as Brokers Say 1QYY Revenue In Line but Earnings Miss

Goldman Sachs has cut its target price for ZTEfrom HKD40.4 to HKD37.5, reflecting an 8% reduction in earnings forecasts for 2026-2028 due to declining gross margins. ZTE reported a 1Q revenue of RMB35 billion, a 6% YoY increase, with computing-related revenue rising to 27% of total revenue. However, gross margin fell to 28.3% from 29.4% in the previous quarter. Goldman Sachs maintains a Neutral rating on both ZTE's H-shares and A-shares.

G Sachs Cuts ZTE  TP to HKD37.5; 1Q Gross Margin Under Pressure but Computing Business Sees Strong Growth

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YOFC(06869) rose 17.16%, with a trading turnover 6.7 Billion HKD, and a year-to-date rose 378.1%. MONTAGE TECH(06809) rose 8.3%, with a trading turnover 580.9 Million HKD, and a year-to-date rose 109.9%. MUYUAN(02714) fell 6.14%, with a trading turnover 220.5 Million HKD, and a year-to-date rose 2.6%. FAST RETAIL-DRS(06288) fell 5.35%, with a trading turnover 63.9 Thousand HKD, and a year-to-date rose 26.2%.

- The Hang Seng Index fell by 1.22%, with a year-to-date increase of 2.1%, while the Hang Seng Technology Index decreased by 1.93%, reflecting a year-to-date decline of 10%.  
- Longi Green Energy (06869) rose by 17.16% with a transaction volume of 6.67 billion HKD, marking a cumulative increase of 378.1% for the year.  
- Meanwhile, companies like Yangtze Memory (06809) and Muyuan Food (02714) experienced mixed results, with Yangtze Memory increasing by 8.3% and Muyuan decreasing by 6.14%.

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The State Council issued opinions on promoting capacity expansion and quality improvement in the service sector, emphasizing the deep implementation of large-scale 5G applications, advancing 5G-A network development, and strengthening 6G technology research. It also mentioned appropriately ahead-of-schedule construction of mobile IoT and the development of satellite internet application services

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Yinhua CSI 5G Communication Theme ETF

State Council: Strengthen R&D of Sixth-Generation Mobile Communication (6G), Advance Mobile IoT Construction

The market is plunging as the fighting escalates in the war and oil supply is affected. I really hope the situation will improve soon.

A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:

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🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026

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Volatility is here to stay as the war continues. However once Trump pulls off a TACO, the rally continues!

gold will survive. bcos of oil shortage, gold gets dumped temporarily. but once inflation comes, gold will surge.

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World War is about to begin. The truth is no asset is the safest. Even cash can go extinct!

I think as the war prolong, the higher risk of oil prices remaining high which will cause inflation to go nuts. It really depends if Trump TACO!

The war will be just another passing storm, just like the many wars that happened since covid19. Ignore the noise and stay focused!

The global AI chip export control is a clear signal that the US is trying to preserve their dominance over the rest of the world by controlling the access to leading edge technology. This layer of geopolitical fabric veils the certainty for global businesses seeking to employ AI at scale. This would inadvertently drive businesses to diversify and reconsider the use of Chinese alternatives (or a mix of both), especially if both are now equally risky. Right now the Chinese tech companies are undervalued. Would it lead to a renewed and sustained interest in them? We shall sit back and see how it unfold.

trump Just make use of media to spread fear. no way this war will go to Sept. he will definitely lose his mid term election if he cannot win war fast.

US Pentagon says they are prepared for the war to last till September, and with Trump's comments on moving on to Cuba after finishing in Iran, I don't expect stability anytime soon. Sure the market might still be up throughout 2026, but volatility would definitely remain high.

The chaos and disturbances in the world are all for profit. Taking good care of yourself and your loved ones is already a great happiness.

见过风浪，更惜平静。
你的人生K线，想怎么走？

股海小舵手

The war balance seems to be tilting towards the US and Israel. The war must end quickly to save both sides of human losses. Even M'sia has entered saying Israel is Islam's common enemy. Does he not know he then also means M'sia is anti-US?

Oil risk premium probably stays elevatedStaying long AI infra and some commodity exposure as a hedge against geopolitical risks.Bulls on AI infrastructure and networking - Precious metals lower margin requirements could boost liquidity and trading activity.

I stick to my defensive stance until the market shows more resilient price action. Until then, I lean defensive. Stay safe!

MB-ZTE @EC2611A(28768.HK)

EU risks financial hit if Chinese suppliers forced out: trade group

ZTE Rallies 8% as Chip Stocks Lead Gains

UK court orders Samsung to pay China's ZTE a $392 million lump sum after patent trial

UOB Kay Hian Keeps Their Hold Rating on ZTE (ZTCOF)

Brief News: Exchange rate fluctuations drag down ZTE's net profit in the first quarter, down 46.6% year-on-year