仪式。主办方供图 海洋通信导航遥感阳江联通院士工作站于2024年10月签约启动，2025年1月23日获得广东省科协批复。 该院士工作站将依托院士团队及高校、企业资源，聚焦海洋科技前沿，构建"产学研用"一体化创新平 台，开展深远海"通导遥智能PNT时空基准网络服务"研究，服务阳江海洋经济高质量发展。 国家卫星定位系统工程技术研究中心主任、中国工程院院士刘经南在致辞中表示，阳江是海上风电的产 业高地，也是突破海洋科技领域难题的战略要地。院士工作站将开展融合创新、自主研发、人才培养等 重点工作，共同推动智慧海洋防灾减灾、生态监测、海洋牧场管理等项目的实施，为阳江乃至全国的海 洋经济发展注入新的活力。 活动期间，阳江市低空经济行业协会、阳江市海洋"通导遥"研究院、中国联通(广东)智慧海洋军团同步 揭牌。阳江市政府与国家卫星定位系统工程技术研究中心、海洋通信导航遥感阳江联通院士工作站签订 战略合作框架协议。阳江联通与各重点单位、企业签约达成11项战略合作协议。 中新网阳江5月22日电 (孙秋霞 曾宇萍)海洋通信导航遥感阳江联通院士工作站揭牌仪式暨战略合作框架 协议签约活动21日在阳江举行，该工作站旨在构建"产学研用"一 ...

Core Viewpoint - The successful communication support for the recent Wuaizao Music Festival in Zaozhuang was achieved through effective planning and execution by Zaozhuang Unicom, ensuring seamless connectivity for attendees [1]. Group 1: Preparation and Deployment - Zaozhuang Unicom established a "Party Member Pioneer Special Guarantee Team" to integrate party work with communication support tasks, completing 12 rounds of venue inspections and identifying 3 weak signal points [3]. - The team utilized big data technology for traffic peak prediction and led a network upgrade project, enhancing 24 base station devices and adding 24 new carriers [3]. Group 2: Intelligent Scheduling - The core network parameters were optimized by 12 items, and an intelligent traffic scheduling system was deployed for real-time resource allocation [5]. - The venue had 3 existing 4G and 5G stations each, with 13 4G cells and 9 5G cells, and an additional 24 devices were installed on both sides of the venue [5][6]. Group 3: Performance and Results - After one week of optimization, the 5G download speed reached 232.92 Mb and upload speed 136.76 Mb, with zero interruptions in video streaming and calls [8]. - The event supported 23,000 attendees in sharing content in real-time, achieving over 1 million interactions on social media, and meeting the goal of "zero faults, zero complaints" [8].

Core Viewpoint - The successful launch of the "Tianqi Constellation" 05 group of satellites from the Rizhao sea area highlights advancements in China's aerospace capabilities and the role of telecommunications in supporting such events [1][3][5]. Group 1: Launch Event - The launch involved the "Ceres-1" sea-launched rocket, marking the third "one rocket, four satellites" launch in Rizhao [1]. - The event attracted a large crowd, including local citizens and international visitors, creating a vibrant atmosphere along the coast [1]. Group 2: Communication Support - Rizhao Unicom implemented a comprehensive communication support plan to handle high-density crowds and concurrent communication demands, achieving a 40% increase in network capacity [3]. - The team established a multi-layered communication network with 8 temporary 4/5G base stations and emergency communication vehicles to ensure coverage during the launch [3][5]. Group 3: Technological Empowerment - The 5G network provided a peak speed of 500 Mbps, accommodating over 5,000 users during peak times with minimal latency, showcasing the network's capability in high-demand scenarios [5]. - The company plans to leverage advanced technologies like 5G-A and artificial intelligence to enhance future events and contribute to the digital transformation of Rizhao [7].

Group 1 - The core viewpoint of the article highlights the performance of the China Securities Hong Kong Stock Connect TMT Index, which has seen a 10.93% increase over the past month and a 22.64% increase year-to-date [1] - The index consists of 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 (21.12%), Tencent Holdings (14.91%), and China Mobile (14.28%) [1] Group 2 - The index is adjusted semi-annually, with changes implemented on the next trading day following the second Friday of June and December [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 [2] - The index's holdings are entirely composed of companies listed on the Hong Kong Stock Exchange, with 52.50% in communication services and 47.50% in information technology [1]

Core Viewpoint - The launch of 5G-A marks an enhancement over 5G, providing improved network capabilities and catering to both individual and industrial user needs [1][4]. Group 1: 5G-A Commercial Launch - China Telecom officially announced the commercial launch of 5G-A on May 17, offering various packages priced at 199, 299, and 399 yuan [2]. - China Mobile introduced its "Three Major Feedback Plans" on May 15, targeting 5G-A users with packages ranging from 199 to 999 yuan per month, aiming to acquire 50 million 5G-A users this year [2]. - China Unicom's 5G-A packages include multiple tiers, such as youth, business, and cloud acceleration versions, with prices starting at 21.9 yuan for 10GB [2]. Group 2: Technological Advancements - 5G-A integrates new technologies like 3CC carrier aggregation and low-latency reliable networks, enabling advancements in various sectors such as low-altitude economy, smart cities, and industrial internet [1][4]. - The transition from 5G to 5G-A is a necessary step towards 6G, with significant improvements in capacity, speed, latency, positioning, and reliability [1]. Group 3: Market Impact - The introduction of 5G-A is expected to drive double-digit growth in DOU (average monthly data usage per household) and ARPU (average revenue per user) for telecom operators [3]. - Operators are shifting their focus from resource-oriented to application-oriented network operations, creating diverse packages tailored to specific user needs [4]. Group 4: Infrastructure Development - By 2024, over 100,000 5G-A base stations are projected to be deployed, with significant investments planned by major operators [5][6]. - China Mobile plans to invest 9.8 billion yuan in 2025 for 5G-A, aiming for extensive coverage in key urban areas [6][7]. Group 5: Investment Recommendations - In the current macroeconomic environment, telecom operators are recommended for investment due to their strong profitability and high dividends, with the acceleration of 5G-A commercialization expected to enhance operational efficiency [8].

Investment Rating - The industry investment rating is "Positive" [7] Core Viewpoints - The official launch of 5G-A is expected to enhance user value, providing significant improvements in capacity, speed, latency, positioning, and reliability compared to 5G [1][3] - Major telecom operators have commenced 5G-A commercial services, with China Mobile aiming to develop 50 million 5G-A users in 2024 [1][2] - 5G-A is anticipated to drive double-digit growth in DOU (average monthly data usage per user) and ARPU (average revenue per user) due to its integration with AI and the introduction of diverse service packages [3][4] - The infrastructure for 5G-A is being rapidly developed, with over 100,000 5G-A base stations expected to be deployed in 2024 [4][5] - Telecom operators are adjusting their investment structures to focus on the future development of 5G-A, with significant planned investments for 2025 [5][9] Summary by Sections 5G-A Commercial Launch - China Mobile, China Telecom, and China Unicom have all launched 5G-A service packages with various pricing tiers [1][2] - China Mobile's 5G-A package ranges from 199 to 999 yuan per month, targeting a user base of 50 million [1] - China Telecom offers three 5G-A packages priced at 199, 299, and 399 yuan, along with additional data packages [1][2] User Experience and Market Potential - The integration of 5G-A with AI is expected to transform network operations and enhance user experience through tailored service offerings [3] - New technologies such as 3CC carrier aggregation and low-latency networks are set to empower various industries, including smart cities and industrial internet [3][4] Infrastructure Development - The Ministry of Industry and Information Technology has outlined plans for nationwide 5G-A coverage in major cities [4] - China Mobile plans to invest 9.8 billion yuan in 2025 to expand its 5G-A infrastructure [5] Investment Recommendations - The report recommends investing in China Mobile, China Telecom, and China Unicom due to their strong profitability and high dividend yields amidst a complex macroeconomic environment [9]

Market Overview - The FTSE China A50 index components showed mixed performance with logistics, chemical pharmaceuticals, and home appliances leading in gains, while the coal sector faced declines [1] Sector Performance Insurance - China Pacific Insurance, China Ping An, and China Life Insurance reported market capitalizations of 980.99 billion, 361.31 billion, and 326.32 billion respectively, with trading volumes of 6.54 million, 10.71 million, and 5.58 million [3] Alcohol Industry - Kweichow Moutai, Shanxi Fenjiu, and Wuliangye had market capitalizations of 1993.60 billion, 242.98 billion, and 501.66 billion respectively, with trading volumes of 18.64 million, 10.49 million, and 5.22 million [3] Semiconductor - Northern Huachuang, Cambricon Technologies, and Haiguang Information had market capitalizations of 231.43 billion, 284.52 billion, and 325.85 billion respectively, with trading volumes of 7.93 million, 15.80 million, and 6.32 million [3] Automotive - BYD, Great Wall Motors, and Beijing-Shanghai High-speed Railway reported market capitalizations of 1192.71 billion, 199.78 billion, and 294.15 billion respectively, with trading volumes of 37.01 million, 1.61 million, and 2.02 million [3] Oil Industry - COSCO Shipping, Sinopec, and China National Petroleum had market capitalizations of 687.67 billion, 1498.94 billion, and 254.36 billion respectively, with trading volumes of 2.16 million, 2.49 million, and 14.71 million [3] Coal Industry - China Shenhua, Shaanxi Coal and Chemical Industry, and CATL reported market capitalizations of 194.68 billion, 1198.11 billion, and 777.26 billion respectively, with trading volumes of 3.11 million, 3.58 million, and 50.90 million [3] Power Industry - Dongfang Electric, Yangtze Power, and China Nuclear Power had market capitalizations of 753.62 billion, 197.66 billion, and 341.13 billion respectively, with trading volumes of 10.66 million, 7.40 million, and 21.45 million [4] Food and Beverage - CITIC Securities, Guotai Junan, and Haitian Flavoring reported market capitalizations of 387.85 billion, 311.87 billion, and 240.72 billion respectively, with trading volumes of 1.95 million, 7.07 million, and 2.48 million [4] Consumer Electronics - Industrial Fulian, Luxshare Precision, and Heng Rui Medicine had market capitalizations of 379.50 billion, 235.47 billion, and 348.74 billion respectively, with trading volumes of 3.94 million, 17.94 million, and 15.65 million [4] Home Appliances - Gree Electric, Haier Smart Home, and Muyuan Foods reported market capitalizations of 261.19 billion, 245.55 billion, and 216.54 billion respectively, with trading volumes of 11.37 million, 5.03 million, and 4.47 million [4] Medical Devices - Mindray Medical, Wanhua Chemical, and SF Holding had market capitalizations of 178.50 billion, 224.01 billion, and 272.74 billion respectively, with trading volumes of 9.22 million, 6.67 million, and 4.36 million [4] Telecommunications - China Construction, China Unicom, and China Telecom had market capitalizations of 235.94 billion, 171.33 billion, and 466.44 billion respectively, with trading volumes of 11.23 million, 2.30 million, and 8.29 million [4] Transportation Equipment - China CRRC and Guodian NARI had market capitalizations of 209.50 billion and 184.02 billion respectively, with trading volumes of 1.15 million and 2.30 million [5]

Group 1 - The core viewpoint of the news is the launch of the computing power internet experimental network by China's three major telecom operators, aiming to enhance the interconnectivity and efficiency of computing resources across the country [1][3][4] - The experimental network will facilitate the interconnection of computing resources from the three telecom operators and the dispersed social computing resources nationwide, making it easier to "find, allocate, and use" computing power [3][4] - China's total computing power ranks second in the world, and the computing power internet is seen as a new type of infrastructure, with a public service platform expected to launch in July 2024 [3][4] Group 2 - The construction of the computing power internet is still in its early stages, facing challenges such as resource dispersion and lack of unified standards, which complicates collaborative allocation [4] - The computing power is crucial for artificial intelligence, with significant capital expenditure increases by international tech giants aimed at AI and cloud service infrastructure [4] - IDC data predicts that China's intelligent computing power will reach 1,037.3 EFLOPS by 2025 and exceed 2,781.9 EFLOPS by 2028, with a compound annual growth rate of over 35% from 2025 to 2028 [4] Group 3 - Nearly 60 computing power concept stocks in the A-share market are expected to reverse their overall performance in 2024, with revenue and net profit growth rates of 9.85% and 9.46%, respectively, significantly surpassing the previous year [4] - The three major telecom operators are projected to see continuous revenue and net profit growth from 2020 to 2024, with significant growth in their proprietary intelligent computing scale in 2024 [4] - 15 concept stocks are predicted to achieve profitability in 2024, with net profit growth expected to exceed 20% in 2025 and 2026, including companies like Tianyuan Dike and Inspur [5]

Core Insights - Qingdao Unicom has upgraded the wireless network of Qingdao Metro Line 4, enhancing the existing 5G-A network with differentiated exclusive services for dedicated data users [1][3] Group 1: Network Upgrade and Features - The 5G-A network upgrade utilizes the unique large bandwidth advantage of the 3.5G frequency band, employing carrier aggregation technology to significantly increase network speed, achieving peak rates of up to 2Gbps [1] - The upgrade prioritizes resource allocation for exclusive data users, ensuring a smooth experience for activities such as HD video streaming, cloud gaming, video conferencing, and file downloads [1][3] - The network coverage has been comprehensively optimized to ensure seamless 5G-A signal in stations, carriages, and tunnels, addressing traditional signal blind spots and weak coverage issues [5] Group 2: User Experience Enhancements - A new "China Unicom-Qingdao Metro 5G" custom display feature has been introduced, symbolizing exclusive high-quality network services for dedicated data users [3] - Exclusive data users can visually identify their status with a VIP marker on supported devices while using the Qingdao Metro Line 4, enhancing their overall service experience [3]

Core Insights - The traditional energy sector is accelerating its digital transformation under the guidance of the "dual carbon" goals, with the Guangdong Zhaoqing Datang International Combined Heat and Power Project serving as a key energy project in the Guangdong-Hong Kong-Macao Greater Bay Area [1][2] - China Unicom Zhaoqing has successfully won the bid for the 5G private network construction segment of the project, which is significant for both the company's digital transformation and the implementation of Guangdong's 5G application "Sailing" action plan [1] Group 1 - The project involves a three-tier management system led by a special working group from China Unicom Zhaoqing, focusing on wireless, transmission, and core network technologies [1] - The wireless network construction utilizes 8T8R Massive MIMO technology to achieve a 98% coverage rate within the plant [1] - A dual-route ring optical cable network is established for the transmission network, using G.652D optical fiber with a latency control of under 5ms [1] Group 2 - China Unicom Zhaoqing is developing a "5G + digital twin" smart power plant solution based on the experience gained from this project, aiming to create an energy industry 5G application innovation center covering the Pearl River Delta by 2025 [2] - The 5G private network construction project is exploring new pathways for the digital transformation of traditional energy [2] - China Unicom Zhaoqing aims to continue playing a leading role in ensuring energy security for the Guangdong-Hong Kong-Macao Greater Bay Area [2]