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]

主力资金监控：电子板块净流入超38亿 | 排名 | 板块名称 | 主力资金净流出(亿元) | 主力资金净流出率(%) | | --- | --- | --- | --- | | 1 | 失药 | -17.05 | -2.76 | | 2 | 电新行业 | -16.40 | -2.23 | | 3 | 电网设备 | -9.68 | -5.08 | | ব | 轻工制造 | -9.08 | -6.01 | | ട | 国防军工 | -8.15 | -3.31 | 星矿主力资金监控：早盘买入前十榜（截止时间： 10 时 50 分) | 排名 | 股票名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | N吃唐 | 4.87 | 25.29 | | 2 | 浪潮信息 | 3.50 | 16.28 | | 3 | 工业富联 | 3.21 | 5.35 | | 4 | 国际复材 | 2.92 | 24.27 | | 5 | 沪电股份 | 2.41 | 9.50 | | 6 | 胜宏科技 | 2.41 | 6.23 | | 7 | 通威股份 | 2 ...

Group 1 - The 15th "Star Craftsman" Challenge attracted 2,327 teams from 201 universities across China, with winners from Heyuan Vocational Technology College and Jiangxi Software Vocational Technology University [1][2] - The competition featured three tracks, focusing on 5G and data communication, with an emphasis on artificial intelligence this year, including an AI training innovation design competition for teachers [1][2] - The event is recognized as a model for industry-education integration, fostering collaboration among leading enterprises, universities, and research institutions to enhance talent development [2][4] Group 2 - Winners received certificates and cash prizes, along with ZTE's "5G NR" and "Routing & Switching" certification, promoting skill enhancement and career development [4] - ZTE plans to deepen strategic cooperation with universities through joint laboratories and customized courses, aiming to create a comprehensive talent development loop [4] - The digital economy in China is projected to exceed 60 trillion yuan by 2025, highlighting the need for collaborative efforts among industries, enterprises, and educational institutions to address talent shortages [2]

Group 1 - The "Star Craftsman" competition, organized by ZTE Corporation, aims to cultivate practical talents in the ICT field, with a focus on AI this year, building on last year's emphasis on 5G applications [1][2] - The competition highlights the need for versatile and practical talents in the industry, as evidenced by a task requiring participants to design and manage a complete 5G network [2] - The event has successfully integrated industry, education, and research, creating a positive ecosystem that supports talent development and addresses industry needs [2][3] Group 2 - The "New Quality Productivity Digital Talent White Paper" indicates that by 2025, China's digital economy is expected to exceed 60 trillion yuan, with a talent gap of 30 million [3] - ZTE plans to deepen strategic cooperation with universities to create a comprehensive talent training system that combines theory, practice, and innovation [3] - The competition saw participants from 201 institutions, with top awards going to teams from Heyuan Vocational and Technical College and Jiangxi Software Vocational Technical University [3]

Group 1 - The collaboration between Xi'an Jiaotong University and ZTE Corporation has created a comprehensive employment education system that enhances students' career development through various initiatives [3][5] - The "Xing Ren Lei" career development association, established by ZTE at Xi'an Jiaotong University in 2011, has facilitated numerous activities such as lectures, competitions, and practical projects to foster mutual understanding and growth between students and the company [1][2] - The "5G Wireless Communication Elite Class" was launched in partnership with ZTE to address the growing demand for talent in the 5G sector, featuring a dual mentorship system that combines academic and industry expertise [3][4] Group 2 - The Global Elite Challenge and Mock Interview Competition organized by ZTE not only help identify potential talent for the company but also serve the educational purpose of nurturing students [2] - The "Elite Class" model has been replicated across various fields such as artificial intelligence and big data, resulting in the establishment of 26 specialized classes and the training of over 1,600 outstanding students [4][5] - Xi'an Jiaotong University has established 227 joint research institutes with enterprises, significantly increasing the number of graduates employed by leading companies, thus enhancing the quality of employment through deep collaboration [5]

Investment Rating - Industry rating: Recommended [6] Core Insights - The GB300 is expected to start volume production in the second half of the year, with significant advancements in AI performance and capabilities [1][8] - The central government emphasizes high-quality development of the marine economy, with wind power generation rapidly increasing, accounting for over 12% of total power generation [2][10] - There is a strong growth in overseas AI demand, particularly from new enterprises, driving high capital expenditure in AI [3][14] Summary by Sections GB300 Launch - CoreWeave announced the first market delivery of the NVIDIA GB300 NVL72, featuring advanced AI performance with over exaflop capabilities and significant improvements in user response speed and throughput [1][8] Marine Economy Development - The central government is focusing on enhancing the marine economy through policy support and encouraging social capital participation, with wind power generation capacity rapidly increasing [2][10] Investment Recommendations - The report recommends focusing on the AI capital expenditure and related sectors, highlighting the growth potential in the optical module industry and PCB supply chain [3][14] - Specific beneficiary stocks include NewEase, Zhongji Xuchuang, and Tianfu Communication in the optical module sector, and China Telecom, China Mobile, and China Unicom in the telecommunications sector [3][16][17] - The marine economy sector is also highlighted, with companies like Zhongtian Technology and Hengtong Optic-Electric being potential beneficiaries [4][15]

Core Viewpoint - ZTE Corporation has evolved from a small processing factory to a global leader in integrated information and communication technology solutions, driven by a strong innovation gene deeply embedded in its development trajectory [1][2]. Company Development - ZTE was established in 1985 in Shenzhen, addressing the communication infrastructure challenges of the time, and has since expanded its business to over 160 countries, serving more than one-third of the global population [2][3]. - The company has consistently adhered to the spirit of innovation and has made significant strides in the telecommunications sector, transitioning from 2G to leading in 5G technology [3][6]. Research and Development - ZTE has invested over 100 billion yuan in R&D over the past few years, with R&D expenditure accounting for nearly 20% of its revenue last year [6]. - The company holds approximately 93,000 global patent applications and has received around 48,000 global patents, ranking first in R&D intensity among A-share companies with a market value of over 100 billion yuan [6][5]. Industry Collaboration - ZTE emphasizes open cooperation as a means to achieve technological innovation and development, actively engaging with strategic emerging industries in Shenzhen [7][8]. - The company has established partnerships with over 100 domestic and international universities and research institutions, contributing to the creation of numerous national laboratories and innovation centers [11]. AI and Future Strategy - ZTE is focusing on AI across four dimensions: communication infrastructure, computing infrastructure, industry applications, and AI endpoints, aiming to become a leader in network connectivity and intelligent computing [14][17]. - The company has developed a comprehensive AI solution that includes hardware, platforms, and applications, facilitating the deployment and upgrade of AI infrastructure [14][15]. - ZTE's AI initiatives have led to significant improvements in operational efficiency, such as reducing production scheduling time from 12 hours to 1.5 hours [15]. Economic Impact - ZTE's collaborative efforts in the low-altitude economy and other strategic sectors have created a robust industrial ecosystem, contributing to the economic development of Shenzhen [8][10].

Core Viewpoint - The low-altitude economy is gaining momentum, supported by the development of a "low-altitude smart network" that enhances drone operations and management [1][2]. Group 1: Low-altitude Smart Network - The low-altitude smart network utilizes communication, perception, and navigation technologies to create an intelligent digital network system with communication, monitoring, and service functions [2]. - The establishment of the largest 5G-A integrated network in China covers over 1,200 square kilometers of urban airspace, achieving a tenfold improvement in drone positioning accuracy compared to traditional GPS [3]. - The smart monitoring system can track up to 300 drones simultaneously, providing real-time data on location, speed, and other metrics to ensure flight safety and efficient regulation [3]. Group 2: Achievements and Future Plans - The low-altitude smart network has led to significant achievements, including winning awards at the "Bloom Cup" 5G application competition and the Mobile World Congress in Barcelona [3]. - The Blue Sky Laboratory plans to initiate 12 research projects and assemble a research team of at least 300 members to address technical challenges faced by small and medium-sized drones in various applications [4]. - The low-altitude economy in Anyang is expected to continue developing in infrastructure, application scenarios, and industry growth, driven by the capabilities of the low-altitude smart network [4].

证券代码（A/H）：000063/00763 证券简称(A/H)：中兴通讯 公告编号：202548 中兴通讯股份有限公司 关于按照《香港上市规则》公布 2025 年 6 月份证券变动月报表的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 中兴通讯股份有限公司根据《香港联合交易所有限公司证券上市规则》（简 称"《香港上市规则》"）规定，在香港联合交易所有限公司披露易网站 （www.hkexnews.hk）刊登了截至 2025 年 6 月 30 日的证券变动月报表。 根据《深圳证券交易所股票上市规则》关于境内外同步披露的要求，特将有 关公告同步披露如下，供参阅。 特此公告。 中兴通讯股份有限公司董事会 2025 年 7 月 4 日 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年6月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中興通訊股份有限公司 呈交日期: 2025年7月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 ...

入驻"模数世界"的企业获得算力、数据开放、金融服务、综合服务、人才服务等方面的支持。集思科技 CEO李世尊介绍："我们在'模数世界'获得了实打实的算力补助，拿到了相应的算力券，这对我们训练 大模型、视觉大模型非常有帮助，对于创业企业来说，可以缓解创业早期资金紧张的情况。" 同时，"模数世界"还为具有高成长性、创新性和市场潜力的人工智能创新项目量身定制"首年免租、拎 包入驻"政策，搭配首月免费百P共享算力池，为算法训练和模型开发提供零门槛算力支持。此外，还接 入了千亿基金融资链，通过资本纽带推动企业快速成长；储备了千套青年人才优质住房，以解除青年人 才的后顾之忧。 记者了解到，"模数世界"首创企业梯度培育体系，以启源、进化、领航三大部落助推企业成长。园区开 园以来，"启源部落"入驻热度持续攀升，予路元景、睿思智联、中科加禾、集思科技等70余家企业申请 入驻，首批48家企业已注册，29家企业正式入驻办公，空间入住率超过80%。此外，海致、登临、凌 川、腾云天下等9家企业近期陆续入驻"进化部落"；中兴通讯北方总部落户"领航部落"。 新京报讯（记者吴婷婷）7月2日，"模数世界"人工智能生态雨林大会在北京亦庄召开，本次 ...