Group 1 - The company Chuling Information (300250) announced that its wholly-owned subsidiary, Wangjing Technology (Suzhou) Co., Ltd., is one of the candidates for the procurement project of customized all-optical network integrated terminal supporting gateway series products for China Mobile (600941) from 2025 to 2028 [1] - The bid share for Package 1 is 100%, with an estimated amount of 150 million yuan (including tax); the bid share for Package 2 is 60%, with an estimated amount of 24 million yuan (including tax) [1] - This bid is part of the all-optical network terminal supporting gateway project, which aims to create efficient collaboration with the main gateway, focusing on expanding network coverage and achieving seamless coverage of all-optical networks and wireless networks [1]

Group 1 - The premiere of the micro-short drama "Zheng He Goes to the West: New Maritime Path" took place in Suzhou Taicang, marking the 620th anniversary of Zheng He's voyages, and is a tribute to Chinese maritime civilization and the spirit of peaceful openness [1][3] - The drama integrates historical depth with contemporary values, showcasing the spirit of Zheng He through a youthful perspective and innovative storytelling, while resonating with the "Belt and Road" initiative [3][7] - The premiere event gathered leaders from Suzhou, cultural scholars, film industry experts, and the creative team, highlighting the significance of Taicang as the starting point for Zheng He's voyages [5] Group 2 - "Zheng He Goes to the West: New Maritime Path" is scheduled for release on July 26, 2025, and aims to reinterpret the concept of maritime civilization from a contemporary viewpoint, promoting the idea of harmony and coexistence [7][8] - The production reflects a shift in the micro-short drama market towards quality content, with Migu Digital Media demonstrating its commitment to enhancing content ecology and innovation in storytelling [8][10] - Migu Digital Media has achieved notable success in genre innovation, with previous works like "South Branch East Warm" recognized for their social and commercial value, indicating a trend towards creating content with both societal impact and entertainment value [8][10]

Core Insights - Shandong Mobile has launched a new "Dual Identification System" (UE-Logo) to enhance user service and network experience transparency, marking a significant step in the application of 5G-A technology and refined user service [4][6]. Group 1: System Features - The Dual Identification System displays a "UE-Logo" indicating the "China Mobile Global" VIP status on the left and the real-time status of the 5G-A network on the right, providing a personalized service experience for users [4][5]. - Users must subscribe to designated 5G-A product packages and be in areas supporting 3CC carrier aggregation for the system to activate [4][5]. Group 2: Network Deployment - Shandong Mobile has deployed over 25,000 3CC small cells across 16 major urban areas, establishing a robust 5G-A network foundation [5][6]. - The company focuses on precise deployment of 3CC networking, high-standard network pre-planning, and ongoing optimization of frequency points and neighboring configurations to ensure a high-quality communication network [5][6]. Group 3: Performance Metrics - The implementation of 3CC carrier aggregation has resulted in a 1.1 times increase in user downlink experience rates, surpassing 1.5 Gbps, and a 2.6 times increase in single cell traffic compared to the beginning of the year [6]. - The 5G-A identification rate for user terminals remains stable at over 90%, ensuring a seamless network experience for activities such as ultra-high-definition video streaming and large file downloads [6]. Group 4: Future Plans - Shandong Mobile plans to continue optimizing network coverage, improving network quality, and expanding terminal compatibility to benefit a broader user base with 5G-A technology [8].

Core Insights - Fujian Province's Zherong County is renowned as "the hometown of knives and scissors," with local artisans utilizing unique techniques to produce over 300 million scissors annually [1][2] - The collaboration between Fujian Mobile and Zherong's scissor manufacturers focuses on integrating 5G, AI, and big data to create a digital workshop for the scissor industry, enhancing production efficiency and safety [1][2] Industry Overview - The traditional scissor manufacturing process relies heavily on manual labor, with over 50% of the processes being manual, leading to high labor intensity and quality variability [1] - The introduction of a 5G private network allows for real-time monitoring of equipment status and production data, facilitating comprehensive data management and predictive maintenance [1] Technological Advancements - Automation is being advanced through the use of digital electric spark machines and automatic welding machines, which reduce human error and labor intensity, aiming for zero safety risks [1] - The implementation of a fully automated production line at Zhengrong Hardware Company showcases the use of advanced robotics and programmable logic controllers (PLC) for efficient production [2] Cultural Heritage and Future Prospects - Zherong's scissor-making techniques are recognized as a provincial intangible cultural heritage, with digital technology enabling the preservation and analysis of these traditional skills [2] - Digital twin technology allows young artisans to practice traditional techniques in a virtual environment, shortening the learning curve and revitalizing ancient craftsmanship [2]

Core Insights - China Mobile has significantly invested in the communication infrastructure of Tibet, with over 20 billion yuan allocated for the construction of more than 9,000 5G base stations, achieving full coverage in cities, counties, and townships, and over 86% coverage in administrative villages [1] - The launch of 5G-A networks at Mount Everest marks a milestone in providing enhanced network support for tourism, mountaineering, scientific research, and environmental protection activities in the region [2] - The company is actively promoting digital transformation across various sectors in Tibet, including the establishment of a data center in Lhasa with an investment of 739 million yuan, and the introduction of new products like 5G new calling and FTTR [1] Investment and Infrastructure Development - China Mobile Tibet has been operational since June 2000, focusing on communication construction in the region [1] - The company has implemented the "Computing Power Everest" action plan to strengthen the communication and computing infrastructure in Tibet, aligning with the national "East Data West Computing" strategy [1] - Over 5,000 RedCap function base stations have been opened in county-level and above areas since the start of 5G-A network construction in 2024, supporting innovations in IoT and V2X applications [2] Future Plans and Innovations - China Mobile plans to extend the 5G-A RedCap functionality to townships, facilitating broader digital business innovations [2] - The company is exploring applications for low-altitude drones, targeting markets such as highland patrols, drone sightseeing, and smart ranching [2]

Group 1 - The core viewpoint emphasizes the commitment of Shandong Mobile to enhance network quality and provide seamless digital services for tourists during the peak travel season, thereby improving the overall travel experience and promoting the integration of digital economy with the cultural tourism industry [1][6] Group 2 - Shandong Mobile has launched a "signal upgrade" initiative focusing on network quality improvement, conducting comprehensive testing at 67 scenic spots and 3 transportation hubs, and monitoring 327 base stations to ensure seamless network coverage [1][3] - The company has implemented a macro-micro collaborative network solution to enhance network capacity in high-traffic areas, ensuring tourists can enjoy uninterrupted connectivity while visiting popular destinations [3][5] Group 3 - The deployment of new communication technologies, including the installation of 5 new 4/5G base stations and 12.8 kilometers of communication optical cables at the Moon Bay scenic area, aims to facilitate video sharing and enhance the overall visitor experience [3][5] - Shandong Mobile is leveraging cloud computing and integrated information technology to create an intelligent ecosystem at the Dream Peach Blossom Source scenic area, enhancing operational efficiency and safety [5][6]

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 - Shandong Mobile Jinan Branch is leveraging "AI+" to drive digital transformation in smart city initiatives, focusing on key areas such as smart cultural heritage, smart retail, and smart mining, thereby enhancing urban safety and industrial upgrades [1]. Group 1: Smart Cultural Heritage - The Jinan Old Commercial Port Museum has implemented "AI Museum Director" as a central intelligence system to enhance security, utilizing upgraded high-definition monitoring and algorithms for fire and smoke detection, as well as abnormal behavior monitoring, achieving millisecond-level risk identification and second-level alert response [2]. - This smart cultural heritage initiative significantly improves security efficiency, ensuring orderly operations within the venue and safeguarding precious artifacts and visitors [2]. Group 2: Smart Retail - The retail chain Yingbeier has adopted "AI Store Manager" to address challenges such as data silos, execution deviations, and high labor costs by deploying a comprehensive perception operation system [3]. - The system processes over a thousand video data streams to analyze customer flow density, heat distribution, and dwell time, dynamically optimizing product displays and labor allocation, thus enhancing operational efficiency and reducing costs [3]. Group 3: Smart Mining - The Natural Resources Bureau has deployed "AI Wise Eye" in critical mountain areas to monitor illegal mining activities and boundary violations through core algorithms [4]. - This system acts as a tireless "technology sentinel," enabling remote and round-the-clock monitoring of mountain conditions, effectively curbing illegal activities and significantly improving regulatory efficiency [4]. Group 4: Future Outlook - The integration of "AI+" is seen as a transformative force in smart city construction, connecting data, scenarios, and ecosystems to enhance urban governance and ensure the safety of citizens [5]. - Shandong Mobile Jinan Branch aims to continue its mission of empowering cities through digital intelligence, focusing on innovation and technology to explore the symbiosis of smart solutions and urban development, ultimately creating a safe and livable smart city [5].

当天，一批中国移动服务治蜀兴川重大投资项目集中签约，包括泸州酒城大数据中心、四川通信产业园 高质量发展合作项目、绵阳川北四算中心、德阳数智枢纽基座、内江川南大数据中心等。这些项目的落 地，将实质性推动中国移动与四川省创新链、产业链、资金链和人才链深度融合。 成都市投资促进局相关负责人介绍，今年2月，成都市与中国移动签署战略合作协议，本次大会是该协 议落地的重要成果之一，旨在加强与龙头央企的合作，推动与中国移动及生态企业在四川发展大局种的 合作。 编辑：尹杨 新华财经成都7月10日电（记者袁波）7月8日至9日，2025中国移动产业投资生态合作大会在四川成都举 行，会上发布了《四川省移动生态链投资合作机遇清单》，包含合作项目198个，涉及金额5291.71亿 元。合作机遇清单主要有4大类，包括智能制造、人工智能、低空经济等多个领域。 本次大会吸引了170余家生态关联企业、近700位嘉宾参加。大会推出"1+6+7"系列活动，除一场合作大 会外，还有6场专题活动和7场园区产业对接活动。通过园区产业对接，成都不少园区招引项目落地，例 如四川汇鑫智算科技AI算力中心、苏州伏泰科技城市服务机器人研发生产中心等16个重大产业 ...

Group 1 - The core viewpoint emphasizes the implementation of anti-corruption measures within state-owned enterprises, particularly through collaborative investigation models [1][2] - The company has developed a practical manual for joint case handling, which includes guidelines on case transfer, investigation processes, and post-case actions [2] - Over 200 personnel have been selected from various levels of the company's disciplinary inspection and supervision institutions to participate in joint investigations, enhancing their capabilities [2] Group 2 - The company focuses on practical experience in joint investigations to strengthen its operational capabilities and improve law enforcement effectiveness [1] - Mechanism building is a priority, with a systematic approach to developing institutional frameworks that support collaborative investigations [2] - The company aims to cultivate a skilled workforce by using joint investigation practices as a training ground for outstanding investigation personnel [2]