此外，双流区还现场发布了2025信息化应用场景机会清单，涵盖人工智能、安全管理、软件及信息服务等多个方面，精准锚定移动产业链升级需求，为科技 企业提供"靶向式"落地通道。中国移动以"1+4+1"的能力体系为蓝图，擘画未来产业布局，并释放加入中国移动产业生态的一系列合作机会。 双流区相关负责人表示，未来将持续深化与中国移动的战略协作，强化要素保障与机制创新，塑造"有需必应，无事不扰"营商环境品牌，加快培育双流移动 全链条产业生态，提速构建空港数智生态共同体。下一步，中国移动四川公司也将充分发挥自身核心优势，以"硬核实力"持续为双流产业升级注入"数字动 能"。 活动现场图片来源：每日经济新闻钟坤靓摄 （文章来源：每日经济新闻） 7月9日，中国移动产业投资生态合作大会双流区产业对接专场活动在成都双流区举行。60余家集成电路、光通讯、大数据等中国移动生态链企业参会，共建 联动发展新格局，共享发展新机遇。 中国移动通信集团四川有限公司是西部地区网络规模最大、服务客户最多、综合实力最强的信息通信运营商，长期以来深度赋能双流区经济社会建设。据 悉，中国移动四川公司将继续加大投资，在双流区建设西部云计算中心项目，投资不低于1 ...

Core Insights - The event held on July 8 in Chengdu's Wuhou District focused on investment opportunities in cutting-edge fields such as artificial intelligence and microwave radio frequency, showcasing the district's favorable investment environment and development prospects [1] Group 1: Investment Opportunities - Wuhou District presented a significant investment opportunity list, targeting sectors like smart terminals, healthcare, artificial intelligence, and platform economy, along with future tracks such as low-altitude economy and new energy storage [1] - A total of 48 major investment cooperation opportunities were highlighted, covering solutions, project construction, technology breakthroughs, and application promotion [1] Group 2: Major Projects and Collaborations - Sixteen major industrial projects were signed at the event, with a total investment of nearly 3 billion yuan, focusing on AI+, microwave radio frequency, smart terminals, new energy materials, and low-altitude economy [2] - The establishment of the "China Mobile-Wuhou District AI+ Industry Ecosystem Alliance" was announced, aiming to leverage China Mobile's 5G-A advantages and integrate regional research and industrial resources [2] Group 3: Future Development Plans - Wuhou District has positioned artificial intelligence as a key area for developing new productive forces, attracting over 60 major AI enterprises [2] - The district plans to continue leveraging China Mobile's leadership to attract more high-energy projects and encourage upstream and downstream enterprises to settle in Wuhou, contributing to the development of a digital economy hub [2]

Group 1 - The 2025 China Mobile Industry Investment Ecosystem Cooperation Conference was held in Chengdu, attracting over 170 related enterprises and nearly 700 guests, releasing cooperation opportunities totaling approximately 360 billion yuan [2] - The conference is a significant outcome of the strategic cooperation agreement signed between Chengdu and China Mobile earlier this year, aiming to integrate innovation, industry, finance, and talent chains [2][3] - The event featured a major signing ceremony for industrialization projects and showcased local enterprises' capabilities in connecting with China Mobile's industrial chain resources [3] Group 2 - The released project list includes 198 cooperation projects, with 78 in intelligent manufacturing, 52 in artificial intelligence, 39 in low-altitude economy, and 29 in other fields such as smart cities and digital culture [3] - Chengdu has introduced 497 major industrialization projects from January to May this year, representing a year-on-year increase of 182.39%, with a total investment of approximately 406.85 billion yuan [4] - The city aims to strengthen strategic initiatives focusing on key industries like artificial intelligence and low-altitude economy, promoting further investment from central enterprises and leading private companies [4]

Group 1 - The 2025 China Mobile Industry Investment Ecological Cooperation Conference was held in Chengdu, focusing on collaboration opportunities in the mobile ecosystem with over 60 enterprises participating [1][3] - China Mobile Sichuan signed a deepening cooperation agreement for the Western Cloud Computing Center project, committing to an investment of no less than 1.5 billion yuan, with a total investment projected to reach 9 billion yuan over the next decade [3] - The project aims to meet the massive computing power demands in the Chengdu-Chongqing economic circle, enhancing integration between computing networks and local industries [3] Group 2 - The event facilitated investment cooperation agreements with companies like Berry Optoelectronics and Zhongguang Xinchuan, promoting the localization of key technologies in optical modules and strengthening the electronic information industry [5] - A 2025 information application opportunity list was released, targeting needs in artificial intelligence, security management, and software services, providing a focused pathway for technology enterprises [5] - China Mobile's future industry layout is guided by a "1+4+1" capability system, aiming to enhance strategic collaboration with the dual flow area and create a supportive business environment [5]

Core Viewpoint - The event in Chengdu's Wuhou District focused on linking China's mobile industry ecosystem, showcasing investment opportunities in cutting-edge fields like artificial intelligence and microwave radio frequency, and promoting major industrial projects [1][3]. Group 1: Investment Opportunities - Wuhou District has implemented the "Establishing Parks and Full Parks" initiative, aiming to cultivate new productive forces and release extensive development opportunities [3]. - The investment opportunity list includes 48 major collaboration projects across various sectors, including smart terminals, healthcare, artificial intelligence, and low-altitude economy [3]. - Key projects highlighted include Wuhou New Quality Innovation Valley and the International Clinical CRO Industry Center, among others [3]. Group 2: AI+ Industry Ecosystem - The "China Mobile-Wuhou District AI+ Industry Ecosystem Alliance" was launched to integrate regional research and industrial resources, accelerating AI field outcomes and enterprise incubation [4][5]. - The alliance aims to leverage 5G and AI integration to enhance Wuhou's industrial upgrades and foster high-quality development in the electronic information sector [5]. Group 3: Project Signings - A total of 16 major industrialization projects were signed during the event, with a total investment of nearly 3 billion yuan [7]. - Notable projects include the Sichuan Huixin Smart Computing AI Power Center and the Suzhou Futai Technology City Service Robot R&D Center, focusing on AI and smart city applications [7]. - The projects align closely with China Mobile's industrial ecosystem, emphasizing AI+, microwave radio frequency, and new energy materials [7]. Group 4: Ecosystem and Environment - The event showcased Wuhou District's clear industrial positioning, rich application scenarios, and favorable business environment, which provide a broad platform for enterprise development [9]. - The district has gathered over 60 key artificial intelligence enterprises, indicating a robust ecosystem for innovation and collaboration [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 China Securities Hong Kong 300 Modern Services Index has shown significant growth, with a year-to-date increase of 17.13% and a three-month rise of 18.38% [1][2]. Group 1: Index Performance - The China Securities Hong Kong 300 Modern Services Index reported a value of 1647.08 points [1]. - The index has increased by 0.47% over the past month [1]. - The index is based on a sample of securities selected from the China Securities Hong Kong 300 Index, reflecting the overall performance of various thematic securities listed on the Hong Kong Stock Exchange [1]. Group 2: Index Holdings - The top ten weighted stocks in the index include Tencent Holdings (17.63%), Alibaba-W (10.98%), and HSBC Holdings (9.11%) [1]. - The index's holdings are entirely composed of stocks listed on the Hong Kong Stock Exchange, with a 100% allocation [1]. Group 3: Sector Allocation - The sector allocation of the index shows that finance accounts for 36.76%, communication services for 28.04%, and consumer discretionary for 21.51% [2]. - Other sectors include real estate (4.97%), utilities (3.59%), industrials (2.15%), healthcare (1.70%), and information technology (1.27%) [2]. Group 4: Index Adjustment - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December [2]. - Temporary adjustments may occur under special circumstances, such as delisting or corporate actions like mergers and acquisitions [2].

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]

Group 1 - The A-share market indices closed mixed, with the China Hong Kong Mainland Index (CESHKM) rising by 0.09% to 6523.98 points, with a trading volume of 57.76 billion [1] - Over the past month, the China Hong Kong Mainland Index has decreased by 0.19%, increased by 0.59% over the last three months, and has risen by 16.44% year-to-date [1] - The index is composed of several securities price indices, including the China 120 Index, China A80 Index, China Hong Kong Mainland Index, and China 280 Index, reflecting the overall performance of large and mid-cap securities listed in Shanghai, Shenzhen, and Hong Kong [1] Group 2 - The top ten holdings of the China Hong Kong Mainland Index include Tencent Holdings (9.89%), Alibaba-W (9.17%), Xiaomi Group-W (8.92%), China Construction Bank (8.45%), Meituan-W (6.23%), Industrial and Commercial Bank of China (4.56%), China Mobile (4.56%), BYD Company (3.84%), NetEase-S (3.53%), and JD Group-SW (3.38%) [1] - The index's holdings are entirely composed of stocks listed on the Hong Kong Stock Exchange [2] - In terms of industry allocation, consumer discretionary accounts for 30.61%, financials for 23.03%, communication services for 22.17%, information technology for 11.44%, energy for 5.74%, healthcare for 2.56%, real estate for 2.39%, consumer staples for 1.04%, industrials for 0.58%, and materials for 0.43% [2]

Core Viewpoint - The integration of 5G and industrial internet is crucial for expanding the large-scale application of 5G, facing challenges such as high costs and fragmented demand across various industries [3][4]. Group 1: 5G and Industrial Internet Integration - The deep integration of 5G and industrial internet is essential for expanding 5G applications, currently facing challenges in cost and demand matching [3][4]. - High costs associated with 5G network construction and equipment upgrades pose a significant burden, especially for small and medium-sized enterprises [3]. - The current "5G + industrial internet" applications primarily address common needs, lacking sufficient alignment with the unique demands of different industries [3]. Group 2: 5G-A Development and Its Implications - 5G-A is a key transitional phase towards 6G, enhancing network bandwidth and providing valuable insights for future 6G development [5]. - The development of 5G-A has led to the emergence of new application scenarios, indicating that 6G should focus on deeper integration with vertical industries [5]. - The emphasis on industry collaboration in 5G-A development highlights the need for a robust ecosystem to support 6G advancements [5]. Group 3: AI for Industry Trends - AI for Industry is expected to experience rapid growth, integrating with 5G-A and industrial internet to create a comprehensive intelligent system [9][10]. - The expansion of AI applications is moving from a few leading sectors to broader industries, enhancing production efficiency and reducing costs [9][10]. - Key issues for the information and communication industry include data quality and security, computational power support, standardization, and talent cultivation [10][11]. Group 4: Challenges in AI Model Development - The transition from general AI models to specialized industry applications faces challenges such as data barriers, algorithm precision, and scene adaptation [10][11]. - Data governance is prioritized to address the scarcity of high-quality datasets, utilizing proprietary tools for data cleaning and transformation [10][11]. - Collaboration with industry partners is essential for developing benchmark applications and optimizing models through practical scenarios [12].