中国移动、中国联通陆续启动算力服务器集中采购，标志着三大运营商在算力领域展开激烈竞争。据数 据显示，三大运营商现有智算规模已超过100EFLOPS，覆盖国内多个关键节点城市。运营商正加速AI 技术在矿山、农田、巡考、医疗、城市治理等领域的应用，通过大模型和AI智能体推动业务转型和增 收。今年上半年，中国移动和中国电信均实现数十亿元级别的AI收入，AI应用变现成为转型成功的关 键指标。(人民财讯) ...

每经记者｜杨卉 每经编辑｜董兴生 丨 2025年9月9日 星期二 丨 NO.1 工信部向中国联通颁发卫星移动通信业务经营许可 据《人民邮电报》9月8日消息，近日，按照《关于优化业务准入促进卫星通信产业发展的指导意见》有 关部署，工业和信息化部向中国联合网络通信集团有限公司（以下简称"中国联通"）颁发卫星移动通信 业务经营许可。中国联通可依法开展手机直连卫星等业务，深化应急通信、海事通信、偏远地区通信等 场景应用，丰富通信服务与产品供给。 NO.3 五年内预计"烧钱"超千亿美元，OpenAl试图自研芯片 据《科创板日报》消息，美国一家科技新闻网站披露，到2029年，美国开放人工智能研究中心，也就是 OpenAI公司将消耗掉1150亿美元现金，较此前预测高出800亿美元。另据报道，OpenAI拟与美国半导体 巨头博通启动自研AI芯片量产。多位知情人士透露，这款双方共同设计的芯片将于明年交付。 点评：OpenAI高度依赖芯片巨头英伟达的现成GPU，但随着各大AI公司对训练复杂模型的需求激增， 芯片制造商与数据中心运营商已经难以满足市场需求。因此，自研芯片成为AI公司的可选路径。 免责声明：本文内容与数据仅供参考，不 ...

·"2025Inclusion.外滩大会"将于9月10日至13日在上海开幕。本届大会以"重塑创新增长"为主题，聚焦 AI、数字货币等方向。 上证精选 ·近日，工业和信息化部向中国联通颁发卫星移动通信业务经营许可。中国联通可依法开展手机直连卫 星等业务，深化应急通信、海事通信、偏远地区通信等场景应用，丰富通信服务与产品供给。 ·海关总署8日发布的数据显示，8月份，我国货物贸易进出口总值3.87万亿元，同比增长3.5%，进口和 出口已连续3个月实现双增长。 ·国家发展改革委就《省级电网输配电价定价办法（修订征求意见稿）》《区域电网输电价格定价办法 （修订征求意见稿）》等公开征求意见。 今日导读 ·近日，工业和信息化部向中国联通颁发卫星移动通信业务经营许可。 ·9月8日，国家发展改革委和国家能源局发布《关于推进"人工智能+"能源高质量发展的实施意见》。 ·商务部有关负责人表示，中国东盟自贸区3.0版谈判已经全面完成，首次系统性构建覆盖数字基础设 施"硬联通"与规则标准"软联通"的全链条合作框架。 ·回声星通信将向SpaceX出售频谱许可证，价值约170亿美元。 ·固态电池板块关注度显著升温。近一个月，固态电池板块的 ...

Group 1 - China Unicom has received a satellite mobile communication business license, allowing it to conduct satellite direct connection services and enhance applications in emergency communication, maritime communication, and remote area communication [2][5] - The satellite internet sector in China is experiencing rapid development, with significant growth potential in emerging commercial markets such as aviation internet, maritime internet, and traditional satellite broadcasting [1][5] - The stock market reacted positively, with China Unicom's A-shares rising by 4.82% to 5.65 CNY per share, and the overall satellite internet sector seeing substantial gains [3][4] Group 2 - The Ministry of Industry and Information Technology has issued guidelines to optimize business access and promote the development of the satellite communication industry, fostering collaboration between telecom operators and satellite companies [2][4] - The satellite internet construction in China has entered a phase of accelerated development, with multiple satellite launches planned and executed, indicating a robust growth trajectory for the industry [4][5] - Investment opportunities are emerging in satellite manufacturing and consumer applications such as mobile and automotive direct connections, with long-term prospects in integrated satellite-ground 6G networks and low-altitude economic communication solutions [6]

Group 1 - The Ministry of Industry and Information Technology has issued a satellite mobile communication business license to China Unicom, allowing it to conduct mobile direct satellite communication services, enhancing emergency communication and services in remote areas [1] - Hangzhou aims for its artificial intelligence industry to achieve over 600 billion yuan in revenue and have more than 1,000 large-scale enterprises by 2030, focusing on the entire AI industry chain [2] - By 2030, the core value added of the digital economy in Hangzhou is expected to account for over 31.5% of GDP, with significant growth targets for industrial output and investment [3] Group 2 - Researchers in China have developed a brain-like pulse large model called "SpikingBrain-1.0," which requires only about 2% of the data used by mainstream models while achieving comparable performance in language understanding and reasoning tasks [4] - The National Medical Products Administration has released new regulations for the supervision of traditional Chinese medicine production, effective from March 1, 2026, focusing on quality control and encouraging digital transformation [5] - Huashang Fund announced the early closure of its fund, which sold out in one day, and the fund manager has invested 5 million yuan of its own funds into the fund, reflecting confidence in the long-term stability of the Chinese capital market [6] Group 3 - The National Health Commission has opened applications for childcare subsidies, which can be applied for online or in person at local government offices [7] - DJI plans to launch a high-performance, low-cost panoramic drone by the end of this year, which is currently in the production phase [8] - Shanghai is supporting the construction of an "AI + digital advertising" innovation service platform, with financial support of up to 20 million yuan for qualifying projects [9] - Wenchang, Hainan, is focusing on attracting eVTOL projects and accelerating the transition from single-piece production to mass production of eVTOL products [10]

更早之前，中国电信便获得该经营许可，并在2023年全球率先推出了大众智能手机直连卫星双向语音通 话与短信收发服务，由此开启卫星通信走向大众的序幕。业内人士表示，随着中国联通、中国移动入 局，将有利于卫星移动通信服务触达更多普通用户，未来，卫星通信将与地面移动通信融合发展，广泛 应用于各行业各领域，催生更多融合创新应用，赋能人们的生产生活。 构建新一代天地融合网络 卫星通信产业是未来产业的关键领域，是推动经济社会高质量发展的重要引擎，也是当前国际科技竞争 的最前沿。国际电信联盟预测，到2030年全球卫星通信市场规模将突破400亿美元。 9月8日，中国联通发文称，将按照有关部署，依法开展手机直连卫星等业务，深化应急通信、海事通 信、偏远地区通信等场景应用，丰富通信服务与产品供给。 电磁环境自适应能力。其入轨后将开展符合国际标准的低轨窄带物联体制在轨测试，支持低功耗物联网 终端直连卫星通信，支撑卫星物联试验，向低轨卫星物联迈出关键一步。 卫星车联网方面，中国联通于2025年2月完成基于吉利未来出行星座的车载卫星通信外场试验，试验设 备搭载专用芯片模组，成功验证"车载终端-在轨卫星-业务平台"全链路双向通信能力，为低 ...

卫星通信产业是未来产业的关键领域，是推动经济社会高质量发展的重要引擎，也是当前国际科技竞争 的最前沿。国际电信联盟预测，到2030年全球卫星通信市场规模将突破400亿美元。 9月8日，中国联通发文称，将按照有关部署，依法开展手机直连卫星等业务，深化应急通信、海事通 信、偏远地区通信等场景应用，丰富通信服务与产品供给。 中国联通在星地融合、天地一体的通信网络方面已有诸多部署。今年8月下旬，联通星系01-04星四颗低 轨卫星在山东日照附近海域成功发射入轨，正式开启国内低轨卫星物联新篇章。其中联通星系01-03星 为低轨物联通信卫星，联通星系04星为具备先进窄带物联通信能力的低轨卫星。联通04星采用载荷可重 构、波束灵活配置、频谱感知、干扰规避等多项核心技术，具备低功耗终端直连、动态波束调度与复杂 电磁环境自适应能力。其入轨后将开展符合国际标准的低轨窄带物联体制在轨测试，支持低功耗物联网 终端直连卫星通信，支撑卫星物联试验，向低轨卫星物联迈出关键一步。 9月8日，工信部向中国联通颁发卫星移动通信业务经营许可。中国联通可依法开展手机直连卫星等业 务，深化应急通信、海事通信、偏远地区通信等场景应用，丰富通信服务与产品供 ...

公告显示，下一步，工信部将统筹发展和安全，进一步优化卫星通信市场准入，强化全链条监管与安全 保障，促进我国卫星通信产业高质量发展，有力支撑网络强国、航天强国、数字中国建设。 本报记者 李乔宇 9月8日，工业和信息化部（以下简称"工信部"）官方网站发布公告表示，按照《关于优化业务准入促进 卫星通信产业发展的指导意见》有关部署，工信部向中国联合网络通信集团有限公司（以下简称"中国 联通"）颁发卫星移动通信业务经营许可。中国联通可依法开展手机直连卫星等业务，深化应急通信、 海事通信、偏远地区通信等场景应用，丰富通信服务与产品供给。 随着我国卫星移动通信产业链商业化进程不断加速，这一趋势将有利于形成适度竞争、良性互动的市场 格局，推动卫星移动通信服务更易触达普通用户。同时，基础电信企业与卫星移动通信产业链上下游主 体的协同联动将更加紧密，有利于推动产业转型升级，增强产业链供应链韧性和安全水平。 除了中国联通外，中国电信股份有限公司（以下简称"中国电信"）亦具备卫星移动通信业务经营许可。 公司此前披露的招股说明书显示，公司具备工信部核发的基础电信业务经营许可证，业务内容包括卫星 移动通信业务，卫星固定通信业务，卫星转发 ...

Core Points - The Ministry of Industry and Information Technology has issued a satellite mobile communication business license to China Unicom, allowing the company to legally conduct satellite direct connection services and enhance applications in emergency communication, maritime communication, and remote area communication [1][2][3] - The issuance of the license is expected to accelerate the commercialization of the satellite mobile communication industry in China, fostering a competitive market environment and promoting closer collaboration between basic telecom enterprises and the satellite mobile communication industry chain [2][3] - Following the announcement, the satellite internet concept stocks surged, with China Satellite hitting the daily limit, and China Unicom's stock rising over 6% during intraday trading [1][2] Industry Insights - The license issuance marks a significant step towards the commercialization of satellite communication in China, with domestic advantages primarily in satellite internet communication technology [3] - China Unicom's strategy includes integrating satellite communication with ground cellular networks to reach both C-end and B-end customers, leveraging its extensive network and government enterprise connections [3] - Challenges remain for the development of satellite direct connection services, including network architecture differences, high construction costs, and performance gaps compared to terrestrial networks [4] Company Developments - China Unicom has successfully launched four low-orbit satellites, which will support low-power IoT terminal direct connection satellite communication and facilitate satellite IoT testing [5][6] - The company aims to explore various application scenarios for satellite IoT in industries such as agriculture, transportation, and energy, enhancing integration with new information infrastructure like industrial internet and vehicle networking [6]

中新社北京9月8日电 (记者 刘亮)记者8日获悉，中国工业和信息化部近日向中国联合网络通信集团有限 公司(以下简称"中国联通")颁发卫星移动通信业务经营许可。中国联通可依法开展手机直连卫星等业 务，深化应急通信、海事通信、偏远地区通信等场景应用，丰富通信服务与产品供给。 这是落实《关于优化业务准入促进卫星通信产业发展的指导意见》有关部署。随着中国卫星移动通信产 业链商业化进程不断加速，此举将有利于形成适度竞争、良性互动的市场格局，推动卫星移动通信服务 更易触达普通用户。同时，基础电信企业与卫星移动通信产业链上下游主体的协同联动将更加紧密，有 利于推动产业转型升级，增强产业链供应链韧性和安全水平。 下一步，工业和信息化部将进一步优化卫星通信市场准入，强化全链条监管与安全保障，促进中国卫星 通信产业高质量发展。(完) ...