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前8个月通信业平稳运行 电信业务总量同比增长8.8%
三、电信业务使用情况 9月23日,工业和信息化部发布2025年前8个月通信业经济运行情况。前8个月,通信业呈现平稳运行态 势。电信业务量收保持增长,新型基础设施建设有序推进,5G、千兆、物联网等用户规模持续扩大, 移动互联网接入流量保持较快增势。 一、总体运行情况 电信业务收入保持正增长,电信业务总量较快增长。前8个月,电信业务收入累计完成11821亿元,同比 增长0.8%。按照上年不变价计算的电信业务总量同比增长8.8%。 二、电信用户发展情况 固定宽带接入用户规模稳步扩大,千兆用户数持续增加。截至8月末,三家基础电信企业的固定互联网 宽带接入用户总数达6.89亿户,比上年末净增1885万户。其中,100Mbps及以上接入速率的固定互联网 宽带接入用户达6.55亿户,占总用户数的95.2%;1000Mbps及以上接入速率的固定互联网宽带接入用户 达2.33亿户,比上年末净增2664万户,占总用户数的33.9%,占比较上年末提升3个百分点。 移动电话用户稳中有增,5G用户规模持续扩大。截至8月末,三家基础电信企业及中国广电的移动电话 用户总数达18.19亿户,比上年末净增2953万户。其中,5G移动电话用户达 ...
线下药店“关店”频现 多家上市药店中报业绩承压
Core Viewpoint - The offline pharmacy industry is undergoing a significant transformation, shifting from rapid expansion to a focus on optimization and quality improvement, with many companies facing declining performance and store closures as a result of changing market dynamics and regulatory pressures [1][7]. Industry Performance - In the first half of 2025, several listed offline pharmacy companies reported weak performance, with major players like Yifeng Pharmacy, Lao Baixing, and Yixin Tang experiencing revenue declines [2]. - The retail pharmacy sector is seeing a slowdown in revenue growth, with some companies reporting negative growth for the first half of 2025, marking the end of a 20-year period of high growth [2][4]. Store Closures and Strategic Adjustments - Major pharmacy chains are closing stores to optimize their operations, with Yifeng Pharmacy closing 1,078 stores and Daclin closing 733 stores in 2024 [5]. - Guoda Pharmacy, once a member of the "10,000 store club," has closed over 1,270 stores as part of its strategic shift towards high-quality development, reducing its total store count from 10,702 to 9,569 by the end of 2024 [2][6]. Market Trends and Future Outlook - The overall retail pharmacy market is experiencing a contraction, with a significant decrease in the number of stores, dropping below 700,000 nationwide by the first quarter of 2025 [6]. - The industry is expected to undergo consolidation, with a shift from quantity expansion to quality improvement, driven by regulatory changes and market pressures [7][8]. - The rise of online pharmacy services is impacting traditional brick-and-mortar stores, but the latter are adapting by enhancing their service offerings and focusing on prescription drugs and health products [8].
从“天地一体”到“万物智联” 央企重塑通信产业新格局
Core Viewpoint - The launch of satellite communication services by Chinese telecom operators marks a significant advancement in communication technology, enabling direct satellite connectivity for mobile phones and vehicles, which is crucial during emergencies [1][2][5]. Group 1: Satellite Communication Development - China Telecom has pioneered the commercial service of "mobile direct satellite connection," overcoming significant technical challenges to provide this service to consumers [2][4]. - China Unicom has also received a license to operate satellite mobile communication services, further expanding the availability of satellite connectivity across the country [1][5]. - The integration of satellite communication with terrestrial networks is seen as a key feature of the upcoming 6G era, enhancing the resilience and reach of communication services [7][9]. Group 2: Technological Innovations - The introduction of eSIM technology is transforming device connectivity, allowing for more flexible and secure communication solutions across various devices [9][10]. - The proliferation of IoT applications, such as smart water meters and livestock tracking, demonstrates the practical benefits of enhanced connectivity in everyday life [10][12]. - The collaboration between telecom companies and technology providers is driving innovation in communication infrastructure, with a focus on 5G and future 6G technologies [16][20]. Group 3: Economic and Environmental Impact - The shared infrastructure model between China Telecom and China Unicom has resulted in significant cost savings and reduced carbon emissions, showcasing a sustainable approach to network expansion [18][20]. - The development of domestic CPU technology is crucial for supporting the growing demands of AI and other advanced applications, indicating a shift towards self-sufficiency in critical technology sectors [20].
中国跻身全球第二大生物药市场
Core Insights - China's bio-economy is showing a positive trend, with significant advancements in CAR-T cell therapy, original drug production, and brain-machine interface medical devices, positioning the country as the second-largest biopharmaceutical market globally [1][2] Industry Overview - The global bio-manufacturing industry is receiving heightened attention from major economies, with increased funding for genetic and cell engineering research, biomass utilization, and bio-based product development [2] - The number of CAR-T clinical research centers worldwide has grown to 2069 in 2024, a 60% increase from 1297 in 2020, with China hosting 388 centers, ranking second globally [2] - China has achieved a record high in the proportion of self-developed new drugs, with 93 new drugs approved by the National Medical Products Administration in 2024, marking a five-year peak [2] Research and Development - In 2024, China published over 20,000 SCI papers in the medical equipment field, leading globally in research output [3] - The bio-economy in China is characterized by a robust industrial foundation, with significant growth in the pharmaceutical and chemical sectors driven by advancements in synthetic biology and high-throughput screening technologies [3] Industry Transformation - The bio-industry is transitioning from "quantitative accumulation" to "qualitative leap," focusing on core technology breakthroughs, product quality upgrades, and enhancing supply chain resilience [4] - Notable innovations include the approval of the world's first "rice-derived" human serum albumin injection and the launch of the world's first 5.0T whole-body MRI system [4] Future Prospects - Innovations in synthetic biology and gene editing are driving rapid growth in bio-manufacturing, outpacing GDP growth, and positioning the bio-economy as a crucial sector in the future global economy [5]
推动新一代信息技术与电力装备深度融合
Core Viewpoint - The "Power Equipment Industry Growth Stabilization Work Plan (2025-2026)" aims to enhance the development of the power equipment industry, which is crucial for economic stability and growth in China, by addressing supply and demand dynamics and leveraging both domestic and international markets [1][2]. Background - The power equipment industry is a leading and foundational sector in the industrial economy, significantly contributing to economic growth. Recent achievements include a total installed power generation capacity of 3.65 billion kilowatts and breakthroughs in offshore wind power and nuclear power technologies [1]. - The plan is a response to new opportunities arising from major energy projects domestically and increasing demand from countries along the Belt and Road Initiative [1]. New Considerations - The plan emphasizes a combination of demand-driven growth, quality improvement, structural optimization, and safety. It aims to enhance the synergy between quality supply and effective demand, particularly in the context of domestic demand pressures [2]. - It also focuses on integrating domestic and international markets, promoting participation in global energy transitions, and expanding overseas markets for power equipment [2]. Main Goals - The plan sets a target for traditional power equipment revenue growth to maintain around 6% annually from 2025 to 2026, with a stable increase in revenue from new energy equipment [4]. - It aims to ensure effective supply, with power equipment production remaining within a reasonable range and an increase in new energy equipment exports [4]. - The plan targets a 7% annual revenue growth for advanced manufacturing clusters in the power equipment sector and a 10% growth for leading enterprises [4]. Key Tasks - The plan outlines tasks focusing on supply, demand, and environmental aspects. It aims to enhance supply capabilities by improving equipment quality and promoting green and intelligent transformations [5]. - On the demand side, it seeks to stabilize domestic demand through major projects and expand international market opportunities, particularly in green infrastructure [6]. - It emphasizes optimizing the development environment by promoting innovation, enhancing competition, and strengthening industry standards [6]. Assurance Measures - To ensure the successful implementation of the plan, four key assurance measures are proposed: strengthening organizational support, enhancing data monitoring and analysis, providing financial support, and promoting policy awareness [7].
“源-网-荷-储-算”五维协同 绿电点亮三江源零碳算力工厂
三江源是国家生态安全屏障和"中华水塔",孕育着长江、黄河、澜沧江三大河流。这里不仅是国家重要 的生态保护区,也是维护全国水源涵养与生态平衡的关键区域。近年来,随着"东数西算"工程的推进, 三江源凭借丰富的新能源资源与广阔的土地空间,成为绿色算力布局的重要节点。清洁能源在此不仅关 乎生态修复与保护,更关乎国家战略实施与能源结构转型。 走进天合光能/中国联通三江源绿电智算融合智能微电网示范项目现场,一排排光伏组件有序铺设,储 能系统稳定运转,源源不断的绿色电力被送入算力中心,驱动高性能计算稳定运行。与以往火电、水电 支撑不同,这里构建"源-网-荷-储-算"五维协同智能微电网系统,实现100%清洁能源自给,为高海拔地 区零碳算力工程打造样板。 实现100%绿色供电 算力中心作为数字经济的核心基础设施,历来是能源消耗大户。天合光能集中式解决方案华北区域总经 理王大威告诉《中国能源报》记者:"算力中心需要24小时高可靠供电,按照目前青海联通已投产的 5000匹算力规模计算,年用电量高达1.5亿千瓦时,主要通过购买火电和水电进行供电,每度电的平均 成本0.42元,且碳排放压力巨大。" 王大威补充说:"我们自主研发的EMS ...
我国煤炭智能开采产能占比首超50% 1.6万余个高危岗位实现无人化替代
Core Insights - The proportion of intelligent coal mining capacity in China has historically surpassed 50%, with over 16,000 high-risk positions replaced by automation, marking a new phase in safe and efficient coal mining development [1][2] Group 1: Intelligent Mining Capacity - As of April this year, 907 coal mines have established intelligent working faces, accounting for nearly one-quarter of the total coal mines in the country [2] - The shift towards large modern coal mines has significantly increased intelligent mining capacity, with 83 super-large coal mines achieving an annual capacity of 1.36 billion tons by the end of last year [2] - Large modern coal mines contribute to 85% of the national coal production, with open-pit mines accounting for about 25% [2] Group 2: Technological Advancements - Companies like Guoneng Group have implemented autonomous driving capabilities in their mining trucks, with 40 trucks operating regularly and transporting approximately 10 million cubic meters of rock this year [2] - The Daqin Coal Mine has achieved an intelligent mining rate of over 89%, reducing the number of workers per shift to five while maintaining a daily coal output of nearly 60,000 tons [3] Group 3: Challenges in Intelligent Mining - Despite high levels of modernization, many large coal mines still face challenges in achieving full automation, particularly in the areas of self-analysis, decision-making, and execution [4][6] - The complexity of geological conditions poses significant challenges for the intelligent construction of coal mines, necessitating focused research and development in these areas [4][7] Group 4: Future Directions - The industry is moving towards "intelligent collaboration," emphasizing the need for improved integration of various intelligent systems and technologies [6] - Companies are planning to enhance their intelligent mining operations by developing a complete intelligent production system that includes autonomous blasting, mining, and transportation processes [6][7]
四部门部署开展2025年度享受加计抵减政策的集成电路企业清单制定工作
通知指出,地方工信和发改部门会同财政、税务部门对清单内企业加强日常监管。在监管过程中,如发 现企业存在以虚假信息获得减免税资格,应及时联合核查,并联合上报工业和信息化部、国家发展改革 委进行复核。工业和信息化部、国家发展改革委会同相关部门复核后对确不符合条件的企业,函告财政 部、税务总局按相关规定处理。 通知要求,企业应对所提供材料和数据的真实性负责。申报企业应签署承诺书,承诺申报如出现失信行 为,要接受有关部门按照法律、法规和国家有关规定处理。 根据通知,申请列入清单的企业应于2025年9月25日至9月30日、10月9日至10月14日在信息填报系统中 提交申请。已列入2024年清单的企业,拟继续申请进入2025年清单的,须重新提交《享受增值税加计抵 减政策的集成电路企业提交材料明细表》中的相关材料。企业可于11月30日后,从信息填报系统中查询 是否列入清单。清单印发后,企业可在当期一并计提前期可计提但未计提的加计抵减额。列入2025年清 单的企业,于2025年1月1日起享受政策;已列入2024年清单但未列入2025年清单的企业,于2025年11月 30日停止享受政策。 转自:中国电子报 工业和信息化部、国家 ...
我国天地一体化通信建设加速
近日,工业和信息化部印发《关于优化业务准入促进卫星通信产业发展的指导意见》(以下简称《指导 意见》),明确到2030年,卫星通信管理制度及政策法规进一步完善,各类经营主体创新活力充分迸 发,基础设施、产业供给、技术标准、国际合作等综合发展水平显著提升,手机直连卫星等新模式新业 态规模应用,发展卫星通信用户超千万,推动卫星通信充分融入新发展格局,有力服务经济社会高质量 发展。 《指导意见》发布不久,工信部向中国联合网络通信集团有限公司(以下简称"中国联通")颁发了卫星 移动通信业务经营许可证。这是工信部按照《指导意见》及时优化卫星通信市场准入,促进我国卫星通 信产业高质量发展的举措之一。 目前,我国华为Mate60系列、小米15 Ultra等多款机型已支持直连卫星功能。今年夏季北京暴雨"断 联"期间,?中国移动通信集团有限公司(以下简称"中国移动")为用户提供免费北斗短信服务,无信 号时仍可发送定位求助信息。此前,中国电信集团有限公司已获得卫星移动通信业务牌照,并于2023年 9月首发手机直连卫星服务。 据悉,中国联通近日获得卫星移动通信业务经营许可后,可依法开展手机直连卫星等业务,深化应急通 信、海事通信、偏 ...
四川推出智慧农业行动计划
近日,省农业农村厅印发《四川智慧农业行动计划(2025―2028年)》(下称《行动计划》)。目前, 四川已启动智慧农业公共服务能力提升、智慧农业重点领域拓展、智慧农业发展创新应用3大行动10项 重点任务。《行动计划》明确,到2028年全省建成高水平智慧农场200个、智慧牧场50个、智慧渔场20 个。 智慧农场是什么?核心是应用环境监测调控、水肥药精准管理、无人巡检运输、智能农机等,推动大田 种植与设施种植。据介绍,四川将分阶段推进智慧农场建设:今年,推动粮油作物、经济作物等设施农 业生产数字化改造升级,开展设施蔬菜、设施中药材等植物工厂试点,建设1个智能化设施种植项目; 针对茶叶、泡菜、中药材等农产品加工企业,促进设施设备数字化改造,实施智改数转项目5个…… 智慧牧场则以生猪、牛、羊等为重点,应用个体体征监测、疾病智能诊断、精准配方饲喂、自动采集清 污等技术装备。目前,已在德阳市旌阳区、绵阳市三台县、南充市南部县、阿坝州红原县等地进行试 点。 四川如何推进智慧农业发展?"智慧化"将体现在哪些环节? 科技手段贯穿农业全流程 "我们通过智慧化流水线育秧,使秧苗成苗率提高到了95%以上。"广元市苍溪县益康粮油专业合 ...