Core Viewpoint - The introduction of 5G-A (5G-Advanced) marks a significant upgrade in mobile communication technology, but its impact on personal users remains limited, prompting operators to consider targeted deployment rather than full coverage [1][2][9]. Group 1: 5G-A Overview - 5G-A is an upgraded version of 5G, characterized by higher speeds, improved upload capabilities, and lower latency [7][9]. - Users have reported that the experience of connecting to 5G-A does not significantly differ from 5G, leading to questions about the necessity of widespread deployment [5][7]. Group 2: Operator Strategies - Major telecom operators are cautious about investing heavily in 5G-A due to the ongoing recovery period of 4G investments and the substantial costs associated with 5G infrastructure [9][11]. - Operators are focusing on specific scenarios where 5G-A can enhance user experience, such as in crowded areas like train stations and sports venues, rather than pursuing a blanket coverage strategy [8][9]. Group 3: Industrial Applications - 5G-A is expected to play a crucial role in industrial applications, including IoT, vehicle networking, and smart manufacturing, where its capabilities can lead to significant efficiency improvements [12]. - Successful implementations of 5G-A in industrial settings have already been reported, showcasing its potential to enhance operational efficiency and reduce costs [12].

Core Insights - The "2025 Beijing Unicom Dual Ten Thousand Megabit AI Empowerment Action" conference highlighted significant advancements in 5G-A infrastructure in Beijing, with nearly 16,000 5G-A base stations and over 9,000 OTN all-optical ten-gigabit nodes established, enhancing the city's digital, network, and intelligent capabilities [1] - 2024 is recognized as the "commercialization year of 5G-A," with a tenfold improvement in network capabilities over 5G, prompting increased efforts from industry regulators and operators to promote 5G-A applications [1] - Beijing is positioned as a leading area for 5G-A deployment, with plans to build or upgrade over 35,000 5G-A capable base stations by the end of 2027, ensuring comprehensive coverage within the city's Fifth Ring Road [1] Industry Developments - Beijing Unicom has covered over 50% of residential areas in the city with ten-gigabit broadband, reaching nearly 5,000 communities, and has surpassed 1.5 million 5G-A users [2] - The company launched its first large-scale 5G-A smart network in 2024, with over 6,000 stations providing extensive coverage in key areas such as sports venues, schools, and shopping districts, achieving an overall effectiveness rate of over 85% for 5G-A [2] - Testing along a 12-kilometer route showed a 96% effectiveness rate for 5G-A, supporting high-demand applications like immersive video and cloud gaming [2] Technological Advancements - Beijing Unicom has deployed the world's fastest 5G-A subway network on Line 3, achieving peak downlink speeds of 2.4 Gbps and an average downlink speed of approximately 1.5 Gbps, suitable for 4K video streaming and large file transfers [3] - 5G-A is being integrated with AI to enhance various applications, such as providing high-definition meeting experiences and enabling multi-angle live sports broadcasts [3] - Future expectations include strengthening network infrastructure, driving industrial innovation, and enhancing key technology research and development [4] Future Outlook - The Beijing Economic and Information Technology Bureau expects Beijing Unicom to increase network construction efforts, achieving widespread coverage of 5G-A base stations and ten-gigabit optical networks [4] - There is a focus on leveraging the core technological potential of 5G-A and F5G-A, with applications in areas like water monitoring, intelligent vehicle-road collaboration, and new industrialization [4] - The aim is to establish a complete industrial ecosystem involving chips, modules, terminals, and equipment, while steadily progressing towards 6G and maintaining Beijing's competitive edge in global communication technology [4]

Group 1 - The event "Zheng Zheng Ri Shang Qing Chun Fei Yang" concert was successfully held with nearly 20,000 attendees, showcasing the robust 5G network capabilities of Shandong Unicom Weifang branch [1][3] - A specialized team of 30 was formed to ensure efficient communication network support, completing venue surveys and base station designs three weeks in advance [3][4] - The network optimization included the addition of 14 high-performance 5G base stations and 18 4G devices, along with the expansion of 12 surrounding base stations [3][4] Group 2 - Innovative 5G Massive MIMO technology was deployed to manage high traffic, ensuring stable connectivity for nearly 1,000 concurrent users per base station during peak times [4][5] - The concert achieved a 99.9% 5G network connectivity rate, with an average download speed exceeding 200 Mbps and total data transmission surpassing 1.5 TB [5][6] - User experience was validated through live testing, demonstrating smooth streaming for over 3,000 concurrent viewers, highlighting the network's performance in high-density scenarios [7] Group 3 - The event is considered a benchmark case for Shandong Unicom in the smart cultural and sports sector, with ongoing efforts to integrate innovative technologies into regular operations [7]

5G又有重磅驱动！ 今日午后，A股5G概念股局部异动，武汉凡谷直线涨停，硕贝德涨超10%，创远信科直线拉涨超13%，硕贝德、广哈 通信、华脉科技、瀛通通讯等纷纷冲高。 据央视新闻报道，最近，不少北京移动和联通用户发现手机上出现了5G高级（下文称"5G-A"）信号。报道认为， 5G-A和5G相比，能够在容量、速率、时延、定位、可靠性等方面实现大幅提升，可以带来更快、更优质的通信体 验，并有望实现低成本千亿物联。 据业内专家介绍，中国电信运营商已在全国31个省区部署了5G-A试验网络，初期容量可支持5000万用户。该技术也 已在欧洲、拉美、中东等全球其他地区得到验证。中国移动表示，计划今年投资近100亿元人民币（约合14亿美 元），扩展其5G-A无线网络中基于人工智能的应用，并升级超过40万个基站。中国电信等其他运营商正在多个行业 试点5G-A解决方案。 与此同时，中国联通计划在39个重点城市和300多个城市应用区启动5G-A，覆盖物联网（IoT）、车联网（IoV）和 工业互联网等关键场景。目前，中国移动已公布100个支持5G-A网络的试点城市，并计划在今年年底前将覆盖范围 扩大到全国300多个城市。仅在北京，就 ...

Core Viewpoint - Beijing Unicom has launched the "Dual Ten Thousand Megabit AI Empowerment Action" to enhance digital transformation and improve public services through the integration of dual ten-thousand megabit networks and AI technology [1][2]. Group 1: Company Initiatives - Beijing Unicom has established the first ten-thousand optical network village live broadcast base and the largest ten-thousand experience space in the country, setting an industry benchmark [1]. - The company aims to cover over 50% of residential communities in Beijing with ten-thousand broadband capabilities, reaching nearly 5,000 communities, and has surpassed 1.5 million 5G-A users [2]. - The initiative includes three major measures: "New Network Connection," "New Intelligence Aggregation," and "New Commitment Practice," focusing on network innovation, product ecosystem development, and service enhancement [2]. Group 2: Technological Advancements - The F5G-A and 5G-A ten-thousand networks can achieve download speeds of 10,000 Mbps and upload speeds of 1,000 Mbps, supporting over 200 large smart devices simultaneously [3]. - The integration of AI with dual ten-thousand networks is expected to accelerate the commercialization of the dual ten-thousand industry by 2025, enhancing user experience across various scenarios [3]. Group 3: Industry Expectations - The Beijing Municipal Communications Administration has expressed expectations for Beijing Unicom to continue strengthening network infrastructure, leading industry innovation, and enhancing key technology research and development [1].

Core Viewpoint - Liaoning Unicom's network investment costs for 2024 have significantly decreased compared to 2023, achieving the largest reduction within the group while improving network perception and performance in certain areas beyond competitors [1][4]. Group 1: Network Investment Costs - In 2022, Liaoning Unicom's network investment cost was over 2 billion yuan, which increased to over 3 billion yuan in 2023, reflecting a growth rate exceeding 5% [3]. - For 2024, Liaoning Unicom's network investment cost has decreased by over 200 million yuan, falling below the investment level of 2022, making it the top reduction within the group [4]. Group 2: Network Construction and Reputation - Liaoning Unicom ranks sixth in revenue among China Unicom's provincial companies and also holds the sixth position in network investment scale, indicating a focus on efficient spending and investment [4]. - The company has made significant advancements in network construction, particularly in 5G technology, with a focus on major cities like Shenyang and Dalian, and has successfully implemented 5G-A technology in public transport [4][5]. Group 3: 5G Network Deployment - Liaoning Unicom has deployed 5G-A networks in both subways and high-speed rail, enhancing network capabilities in densely populated areas [5]. - The company launched the Northeast's first 5G-A 10G subway demonstration line and upgraded 10 subway lines across the province, achieving multiple-fold increases in peak network speeds [5][6]. - The establishment of the first 5G-A three-carrier aggregation and intelligent computing high-speed rail demonstration network has set a new industry benchmark for peak user speeds of 1.5 Gbps [5][6]. Group 4: Cost Efficiency and Quality Improvement - Despite the reduction in network investment costs, Liaoning Unicom has successfully enhanced the quality of its 5G network and improved user satisfaction, demonstrating effective resource allocation [7].

紧紧围绕江夏区定位目标，中国联合网络通信有限公司武汉市分公司（简称"武汉联通"）结合江夏区数 字乡村试点工程，积极推进江夏区提升智能化应用，破解基层服务难点，实现治理现代化，最终形 成"全面覆盖、精细管理、共享融合、社会参与"的数字乡村管理体系，有效支撑全区乡村振兴，助力江 夏区成功入选首批国家数字乡村试点单位。 转自：经济日报新闻客户端 湖北省武汉市江夏区位于武汉南部，已连续十一年位列全省县域经济综合排名第一位，连续四年入选全 国工业百强区。当前，江夏区委、区政府正加快实现农业大区向农业强区转变。 ——党建引领，为江夏区"数字党建"赋能。针对农村及基层党员分散，无法做到党员和党建活动全流程 闭环管理这一具体情况，武汉联通在江夏区新农村村开展试点建设，致力于促进党员干部下沉社区常态 化，激活基层党员服务群众社会化。通过农村党建党员融合服务系统的应用，构建征集、接单、服务、 评价、反馈的闭合式网络平台，有效解决了传统"双报到"参与不便捷、服务不及时、效果不明显等"瓶 颈"问题，搭建居民群众"点单"、党组织和党员"接单"的"订单式服务平台"，线上线下多渠道搜集民情 民意，了解群众需求，社区定期梳理汇总形成服务项目 ...

Core Viewpoint - The emergence of new professions such as cloud network intelligent operation personnel is a direct result of advancements in technologies like artificial intelligence, quantum computing, and biomanufacturing, reflecting the transformation of labor in the digital age [2][6]. Group 1: New Professions - New roles like generative AI system application personnel and intelligent connected vehicle testers are rapidly emerging as part of the technological revolution [2]. - The cloud network intelligent operation personnel are crucial for ensuring the stability and security of digital transformations across various industries [2][6]. Group 2: Job Responsibilities - Cloud network intelligent operation personnel work 24/7 to monitor and troubleshoot cloud services, ensuring that digital operations run smoothly [3][4]. - They utilize advanced digital tools for real-time monitoring and maintenance of servers, network devices, and cloud platforms, acting as the "firefighters" of the cloud [4][5]. Group 3: Skills and Training - Essential skills for cloud network intelligent operation personnel include familiarity with cloud computing, network technology, operating systems, programming, and data analysis [5][6]. - The rapid growth of the cloud computing sector has led to a significant increase in demand for skilled personnel, with estimates suggesting over one million professionals in this field in China [6][7]. Group 4: Market Growth and Demand - The cloud computing and intelligent computing markets are experiencing a new growth phase, with applications expanding beyond the internet sector into government, finance, manufacturing, and transportation [7][8]. - By the end of 2024, China's computing power is projected to reach 280 EFLOPS, ranking second globally, indicating a robust demand for infrastructure and skilled personnel [7][8]. Group 5: Future Outlook - The increasing complexity of technology and the rise of AI are expected to elevate the requirements for operational personnel, leading to higher salaries and a tighter job market for experienced professionals [8]. - Educational institutions and training programs are responding to the talent gap by offering specialized courses in cloud computing and related fields [8].

Core Viewpoint - The event "AI Empowerment, Great Collection" organized by Guangzhou Unicom showcased the latest applications of artificial intelligence technology, attracting over 30,000 participants on its first day [1]. Group 1: Event Overview - The event utilized a "1+1+N" model, taking place simultaneously at multiple venues including the main site in Zhujiang New Town, Guangzhou University Town, and various community locations [1]. - Activities included low-altitude football, AI pulse diagnosis in traditional Chinese medicine, and interactive digital human experiences, demonstrating over ten interactive AI application scenarios [1]. Group 2: Highlights of Activities - A drone football competition featuring AI technology was a major highlight, showcasing drones performing high-difficulty maneuvers such as high-speed passes and precise shots [3]. - The AI smart education innovation at the Guangzhou University Town attracted many students, allowing them to connect to the campus network without a VPN [3]. - AI markets were held in large communities, Unicom service halls, and creative parks, enabling citizens to experience AI cloud gaming, home monitoring, and smart robots [3]. Group 3: Future Implications - The event aimed to promote the widespread application of AI technology through roadshows, community science popularization, and esports integration [5]. - A representative from Guangzhou Unicom stated that the company will continue to leverage digital technology for innovation, promoting deep integration of AI across various industries to enhance smart living [5].

2024中期业绩 中国联合网络通信（香港）股份有限公司 762.HK 预测性陈述 本推介材料中所包含的某些陈述可能被视为"预测性陈述" 。这些预测性 陈述涉及已知和未知的风险、不确定性及其他因素，可能导致本公司的实 际表现、财务状况和经营业绩与预测性陈述中所暗示的将来表现、财务状 况和经营业绩有重大出入。此外，我们将不会更新这些预测性陈述。本公 司及其董事、雇员和代理均不会承担倘因任何预测性陈述不能实现或变得 不正确而引致的任何责任。 2 2023 年 度 业 绩 总体业绩 经营发展稳中有进 收入规模稳健增长 1H 2023 1H 2024 营业收入 （亿元人民币） 1,918 1,973 +2.9% 盈利能力持续提升 1H 2023 1H 2024 153 169 +10.4% 1,710 1,757 1H2023 1H2024 服务收入 （亿元人民币） +2.7% 税前利润 （亿元人民币） 4 2023 年 度 业 绩 推进"三个向新" 网络向新 技术向新 服务向新 5 6 网络向新CAPEX（亿元人民币） 技术向新 服务向新 CAPEX（亿元人民币） 739 650 276 239 2023 2024E ...