Core Viewpoint - The launch of the 5G+ drone medicine delivery route in Linyi City marks the beginning of a new era in smart medicine delivery, enhancing efficiency and user experience in the logistics sector [1][3]. Group 1: Technology and Innovation - The drone, developed by Linyi Low-altitude Economy College, successfully completed its first delivery of medicines over a distance of 2.5 kilometers, demonstrating the practical application of 5G technology in logistics [3]. - China Unicom's 5G-A technology provides low latency, high bandwidth, and large capacity, ensuring reliable communication for the drone's operations, including real-time data transmission to the monitoring center [3][5]. - The integration of 5G technology allows for real-time data interaction between the drone and the control center, enabling optimal route planning and enhancing safety during transportation [3][5]. Group 2: Advantages of Drone Delivery - Compared to traditional delivery methods, drone delivery is not affected by ground traffic, significantly reducing delivery times, especially for emergency medicines [5]. - The point-to-point delivery capability of drones minimizes intermediate steps, ensuring faster and more accurate delivery of medicines to patients, thereby lowering labor and logistics costs [5]. - The introduction of this innovative delivery model by Renhe Pharmacy aims to optimize the pharmaceutical supply chain and enhance customer service experience [5]. Group 3: Broader Applications - The application of 5G drones extends beyond logistics; they can be utilized in emergency rescue operations during natural disasters, providing timely assistance and real-time monitoring of affected areas [5]. - In industrial sectors, 5G drones can carry specialized detection equipment for efficient inspections of power lines and oil pipelines, improving safety and reducing the workload of manual inspections [5]. Group 4: Future Developments - Shandong Unicom's Linyi branch plans to collaborate with ecological partners to explore more application scenarios, promoting the development of low-altitude economy and the digital transformation across various industries [6].

长沙晚报掌上长沙7月14日讯（通讯员 李蓉）7月10日，长沙联通收到第四届中国-非洲经贸博览会组委会发来的 感谢信。信中对长沙联通在博览会期间提供的大力支持和重要贡献表示高度认可与感谢。 感谢信写道，第四届中非经贸博览会的成功举办离不开长沙联通的大力支持与积极参与。作为重要保障单位，长 沙联通承担的各项公共事务工作为博览会的顺利举行提供了坚实支撑。 据悉，在博览会筹备及举办期间，长沙联通充分发挥央企担当，与湖南省商务厅、中国-非洲经贸博览会秘书处、 湖南省中非经贸合作促进研究会、湖南异地商会联合会、湖南建投集团等多个单位建立高效协作机制。公司不仅 成功协助邀请利比里亚代表团、中非投资自贸区管理公司、尼日利亚广东经济贸易区等团体的重要嘉宾参会，还 圆满完成了中国外交部、相关驻华使馆以及湖南省人民政府外事办交办的各项外事接待任务。同时，长沙联通积 极助力项目签约工作，并以高效的通信保障能力，确保了博览会期间网络通信的稳定畅通，专业表现赢得了主办 方的一致好评。 作为区域通信服务主力军，长沙联通始终坚持"以客户需求为导向"的服务理念，依托中国联通先进的通信技术和 完善的资源体系，持续为外贸企业拓展中非经贸合作空间提 ...

Group 1 - The core viewpoint of the article highlights the performance of the China Securities Hong Kong Stock Connect TMT Index, which has shown significant growth over various time frames, including a 3.32% increase in the past month, 17.53% in the past three months, and 27.89% year-to-date [1] - The index comprises 50 listed companies in the TMT sector selected from the Hong Kong Stock Connect, reflecting the overall performance of related industry companies [1] - The top ten weighted companies in the index include Xiaomi Group-W (15.3%), China Mobile (14.32%), Tencent Holdings (13.96%), and others, indicating a concentration in major players within the TMT sector [1] Group 2 - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2] - In special circumstances, the index may undergo temporary adjustments, such as removing companies that are delisted or adding new TMT companies that rank in the top ten by market capitalization in the Hong Kong market [2] - The index's holdings are entirely composed of companies listed on the Hong Kong Stock Exchange, with a sector breakdown showing 55.48% in communication services and 44.52% in information technology [1]

Core Insights - The article discusses the collaboration between Heze Unicom and the Cultural and Tourism Bureau of Juye County to create a "Cultural Relics Smart Supervision Platform" aimed at enhancing the protection of cultural heritage sites [1][5] - The platform integrates advanced technologies such as 5G, AI, and big data analytics to provide real-time monitoring and intelligent risk prevention for key cultural relics like Yongfeng Tower and Wen Temple [2][3][4] Group 1: Technological Features - The platform utilizes a high-definition camera matrix deployed in key cultural protection areas, enabling 24/7 surveillance and real-time access to 4K images through mobile and computer terminals [2] - It incorporates AI-driven features such as facial recognition and behavior analysis to trigger alarms within 0.5 seconds for unauthorized access during closed hours [3] - The system also includes thermal imaging sensors to detect temperature anomalies and structural health monitoring devices for real-time assessment of ancient buildings [3] Group 2: Data Processing and Applications - The platform processes over 10GB of monitoring data daily, generating applications that optimize inspection efficiency by 60% through risk heat maps and recommended patrol routes [4] - It establishes a digital archive for cultural relics, recording 18 types of structural indicators to support preventive conservation efforts [4] - The emergency command system integrates 3D modeling and path simulation to create response plans for unexpected events, reducing response time to under 15 minutes [4] Group 3: Implementation and Impact - In pilot applications at Yongfeng Tower, the platform successfully preempted three nighttime intrusion incidents and identified two hidden wall cracks, demonstrating its effectiveness [5] - The new inspection model combines intelligent monitoring covering 90% of the area with manual checks on 10% of key sites, increasing inspection frequency from twice daily to real-time monitoring [5] - Heze Unicom aims to expand this monitoring network, enhancing the cultural heritage protection system and establishing a digital connection for cultural dissemination in the digital age [5]

Group 1 - The Invesco Great Wall CSI National New Hong Kong Stock Connect Central Enterprise Dividend ETF (520990) closed up 1.05% on July 10, with a trading volume of 163 million yuan [1] - The fund was established on June 26, 2024, with an annual management fee of 0.50% and a custody fee of 0.10% [1] - As of July 9, 2024, the fund's latest share count was 4.955 billion, with a total size of 4.699 billion yuan, reflecting a year-to-date share increase of 32.27% and a size increase of 34.20% [1] Group 2 - The current fund managers are Zhang Xiaonan and Gong Lili, with Zhang managing since June 26, 2024, yielding a return of -1.91%, while Gong has managed since July 25, 2024, with a return of 10.03% [2] - The fund's top holdings include China Mobile, China Petroleum, COSCO Shipping, CNOOC, China Shenhua, Sinopec, China Telecom, China Unicom, China Coal Energy, and China Merchants Bank, with respective holding percentages [2] Group 3 - The top holdings and their respective percentages are as follows: - China Mobile: 11.04% - China Petroleum: 10.43% - COSCO Shipping: 10.25% - CNOOC: 10.01% - China Shenhua: 8.89% - Sinopec: 8.21% - China Telecom: 5.39% - China Unicom: 3.65% - China Coal Energy: 2.38% - China Merchants Bank: 2.33% [3]

Core Viewpoint - The collaboration between Qingdao Yehudi Menuhin School and Qingdao Unicom has successfully established a 5G-A smart network, enhancing the digital education experience in a modern campus that integrates Eastern and Western artistic elements [1][5]. Group 1: Technical Breakthrough - The school, which combines K12 education with professional music training, faced significant communication challenges due to its advanced acoustic architecture, which inadvertently created barriers for modern communication technologies [2]. - Qingdao Unicom formed a specialized team to address these challenges, identifying that the electromagnetic shielding in the building's soundproofing materials created signal blind spots, rendering traditional coverage solutions ineffective [2][3]. - A "zero interference deployment" plan was developed, allowing external antennas to be installed in acoustically sensitive areas without disrupting the sound environment, thus ensuring high-quality communication coverage [2][3]. Group 2: Innovative Solutions - To accommodate high-demand scenarios such as remote teaching and international meetings, Qingdao Unicom proposed a "precise weaving" coverage plan, utilizing a heterogeneous 4G/5G network and deploying 78 micro RF units across 20 functional areas [3]. - The deployment included over 40 4G/5G RRU devices and more than 1,400 omnidirectional antennas, creating a gigabit optical network channel with millisecond-level latency [3]. Group 3: Service Excellence - The technical team executed the network upgrade over a weekend, completing all adjustments within four hours to minimize disruption to the school's teaching schedule [4]. - The successful implementation of high-definition, uninterrupted international remote teaching marked a significant milestone in the school's digital transformation [4]. Group 4: Digital Transformation Benchmark - The campus now boasts full 5G-A network coverage, supporting over 10 hours of daily international video teaching and cross-ocean meetings [5]. - This technological achievement not only enhances communication but also signifies a broader trend of digital transformation in arts education, aligning with national strategies for educational openness [5].

Group 1 - The 27th China Association for Science and Technology Annual Conference featured a forum on "6G Technology Innovation and Future Industry Development" held in Beijing, focusing on the future direction, opportunities, challenges, and research achievements of 6G technology [1] - Keynote speeches included topics such as "Exploring 6G Innovation with AI as the Engine" by Professor Wu Hequan and "Continuous Innovation in 5G/6G Requires International Cooperation" by Zhao Houlin, emphasizing the importance of collaboration in advancing 6G technology [1] - Discussions on critical technologies and cutting-edge science related to 6G and AI were led by experts from various institutions, highlighting the integration of AI in enhancing 6G network security and architecture [1] Group 2 - A roundtable discussion on "Diverse Scenarios Driven 6G Networks" was hosted by Lu Lu, featuring experts from multiple universities and research institutes, indicating a collaborative effort to address the diverse applications of 6G networks [2] - A special session focused on "Youth Talent Supporting 6G Innovation Ecosystem" was moderated by Liu Guanghua, showcasing the involvement of young experts in building a sustainable innovation ecosystem for 6G [2]

Core Viewpoint - The rapid development of digital technology has positioned the 10G optical network as a crucial support for urban digital transformation, with China Unicom Qingdao leading the deployment in the province by the end of 2024 [1][3]. Group 1: Network Deployment and Capabilities - China Unicom Qingdao has initiated the deployment of 50G-PON core nodes since last year, aiming to achieve 10Gbps broadband access in communities by the end of 2024 [3]. - As of now, 15 communities and buildings in Qingdao have been equipped with 10G network coverage, marking the city's entry into the "10Gbps ultra-broadband era" [3]. - The dual network layout of "sky (5G-A) + ground (10G optical network)" significantly enhances internet experience for residents and supports low-altitude economy and industrial intelligence [3][4]. Group 2: User Experience and Innovations - The implementation of the 10G optical network provides transformative upgrades for ordinary households, with download speeds exceeding 9000Mbps, allowing for rapid downloads of large files [4]. - The combination of 10G networks and cloud technology has led to innovative applications, such as 10G cloud NAS, which drastically reduces file transfer times for large video files [4]. - The 10G cloud gaming service enables low-spec PCs to access high-performance computing in the cloud, allowing users to enjoy top-tier gaming experiences without hardware upgrades [5]. Group 3: Future Developments and Goals - China Unicom Qingdao plans to continue the deep integration of 10G networks with 5G-A, exploring more innovative scenarios to allow more users to enter the "10G world" and share the benefits of digital technology development [5].

Investment Rating - The industry investment rating is "Positive" (maintained) [4] Core Views - The global AI sector remains highly prosperous, with continuous application development. Domestic telecom operators are experiencing a recovery in growth rates, and satellite internet is beginning to contribute to performance elasticity [4] - Telecom operators benefit from the ongoing promotion of the Digital China strategy, leading to stable overall business growth. Innovative businesses are growing faster and increasing their share, while new growth drivers continue to strengthen. Additionally, the reduction in capital expenditure as a percentage of revenue is favorable for profit release [4] Summary by Relevant Sections Telecom Operators - China Mobile's Q2 revenue is projected to be between 285.85 billion and 288.70 billion yuan, with a year-on-year growth of 1%-2%. The net profit attributable to shareholders is expected to be between 52.20 billion and 52.55 billion yuan, growing by 3.2%-3.9% [2] - China Telecom's Q2 revenue is expected to be between 132.80 billion and 134.10 billion yuan, with a year-on-year growth of 1%-2%. The net profit attributable to shareholders is projected to be between 13.57 billion and 13.66 billion yuan, growing by 2.7%-3.4% [2] - China Unicom's Q2 revenue is expected to be between 101.30 billion and 102.00 billion yuan, with a year-on-year growth of 3.5%-4.2%. The net profit attributable to shareholders is projected to be between 3.795 billion and 3.855 billion yuan, growing by 5.6%-7.3% [2] - China Tower's Q2 revenue is projected to be between 24.88 billion and 25.03 billion yuan, with a year-on-year growth of 2.5%-3.1%. The net profit attributable to shareholders is expected to be between 2.72 billion and 2.76 billion yuan, growing by 6.8%-8.4% [3] AI and Network Connection - The AI optical module sector is experiencing significant growth, with 800G optical modules continuing to ramp up production and 1.6T products entering mass production. Domestic companies are leading the industry and deeply participating in the global supply chain [3] - Zhongji Xuchuang's Q2 revenue is expected to be between 7 billion and 8 billion yuan, with a year-on-year growth of 18%-34%. The net profit attributable to shareholders is projected to be between 1.75 billion and 2 billion yuan, growing by 30%-48% [3] AI Liquid Cooling - The trend towards liquid cooling in data centers is becoming more pronounced due to the increasing power consumption of AI servers. Yingwei's Q2 revenue is expected to be between 12 billion and 14 billion yuan, with a year-on-year growth of 24%-45% [6] - Oulu Tong's Q2 revenue is projected to be between 11 billion and 12 billion yuan, with a year-on-year growth of 22%-33% [7] AI Applications - The demand for AI servers is expected to grow steadily, benefiting from the development of the digital economy and AI computing power. Huqin Technology's Q2 revenue is projected to be between 350 billion and 365 billion yuan, with a year-on-year growth of 51%-58% [8] Military Communication & Satellite Internet - Increased regional tensions are likely to lead to sustained investment in national defense construction, with communication and information technology being key investment areas. The domestic low-orbit satellite network is expected to continue advancing [11] - Changjiang Communication's Q2 revenue is expected to be between 2.3 billion and 3.4 billion yuan, with a year-on-year growth of 10%-63% [12]

Core Insights - The article highlights the transformative role of artificial intelligence (AI) in modernizing agriculture, showcasing various applications across different crops and regions in China [1][3][4]. Group 1: AI in Jasmine Flower Cultivation - AI is utilized to create a growth prediction model for jasmine flowers, integrating historical climate, soil data, and real-time sensor information to forecast growth status for the next 7-15 days and suggest optimal harvest times, enhancing yield and quality [3]. - The "Digital Jasmine" platform facilitates supply chain traceability and real-time market transactions, employing AI pricing models that dynamically generate reference prices based on supply-demand relationships, historical data, and weather trends [3]. - AI quality grading systems analyze flower size and fragrance components through image recognition, automatically generating quality ratings to support premium pricing [3]. Group 2: Avocado Industry Development - In Menglian County, Yunnan, AI devices collect real-time data on crop growth, microclimate, and soil moisture, enhancing the avocado planting industry through scientific and technological empowerment [4]. - The establishment of the Yunnan Menglian Avocado Technology Institute aims to combine talent cultivation with research innovation and production practice, providing robust technological support for sustainable avocado industry development [4]. - The integration of highland specialty agriculture with a "Smart Cloud Agriculture Platform" by China Unicom offers tailored digital solutions for various agricultural products, including coffee beans and wild mushrooms [4]. Group 3: Lingzhi Mushroom Cultivation - The Lingzhi mushroom cultivation base in Jilin features smart sensors and a comprehensive service system that collects critical data every minute, enabling automated control of environmental conditions for optimal growth [5][7]. - The platform's predictive capabilities allow for proactive management, utilizing AI algorithms to forecast extreme weather conditions up to 72 hours in advance by integrating data from the Jilin Meteorological Bureau [7]. Group 4: AI in Digital Agriculture - The "AI Crop Hospital" employs digital technology to replicate modern medical processes, creating a closed-loop system for diagnosing plant diseases through mobile uploads of leaf images, providing precise treatment recommendations [9]. - The initiative is being piloted in various districts of Chongqing, with plans for city-wide expansion, aiming to transition agricultural practices from experience-based to intelligence-driven methods, ultimately reducing costs and increasing efficiency for farmers [9].