转自：新华财经 2025年12月10日，中国联通以"数智联通·AI筑就新生态"为主题，举办中国联通人工智能产业创新大会。本次大会汇聚政府领导、高校专家、行业精英、重 点客户及生态合作伙伴，以政策解读、能力发布、案例分享、生态签约为核心，全面展现中国联通在人工智能领域的战略布局与实践成果，共探AI产业高 质量发展新路径，推动"人工智能+"行动计划行稳致远。 客户代表现场分享AI落地的实战经验：首都医科大学附属北京同仁医院眼科副研究员邵蕾详细介绍了联通如何运用AI技术破解眼科临床诊断效率低、影像 分析精度不足等痛点，通过定制化智能服务提升诊疗质量；北新建材数字化负责人卢耀刚则分享了与联通携手推进产业升级的过程，展现AI助力建材企业 数字化转型的核心价值。 生态共建，凝聚协同发展强大合力 北京联通党委书记、总经理陈海波在致辞中立足国家"十五五"规划开局与"人工智能+"行动实施的关键节点，阐述了中国联通的战略考量。他表示，中国联 通作为数字信息基础设施运营服务国家队、数字技术融合创新排头兵，始终紧跟国家战略部署，全面实施融合创新战略，全力推进"算、网、数、模、用"一 体化融合创新，让智能技术成为产业高质量发展的"强引 ...

Group 1 - China Unicom held an AI industry innovation conference on December 10, showcasing multiple AI industry achievements, including a collaborative AI-assisted diagnostic system with Beijing Tongren Hospital aimed at improving ophthalmic clinical diagnosis efficiency and image analysis accuracy [1] - Beijing Unicom has established 77 data centers across the city, focusing on building the Beijing North Intelligent Computing Center, Beijing West Intelligent Valley Training Center, and a medical industry computing power center to provide computing services for various sectors including government, finance, internet, healthcare, and education [1] - The AI-assisted diagnostic system utilizes customized intelligent services to enhance diagnostic quality, with the process involving data collection, cleaning, uploading, annotation, processing, analysis, and real-time report generation for patients [1] Group 2 - The Deputy Director of Beijing Big Data Center, Yin Heng, stated that the core AI industry scale in the city is expected to exceed 450 billion yuan by 2025, with over 2,500 AI companies and 183 registered large models, highlighting Beijing's industrial advantages and innovation vitality in the AI sector [2] - The Beijing Big Data Center will continue to focus on data as a core element, acting as a resource integrator, platform builder, and service provider, while promoting the integration of data and AI scenarios to build an innovative ecosystem [2] - The center aims to strengthen security compliance collaboration, establish a technological foundation, and promote open sharing within the ecosystem to facilitate industrial upgrades [2]

原标题：3D球幕影片《考古遗址中的文明——二里头》正式上线，中国联通携手中国考古博物馆带您 探源"最早中国" 12月5日，"球幕影院超高清视界焕新暨二里头遗址数字影片发布会"在中国考古博物馆成功举办。中国 历史研究院与中国联通双方领导共同出席本次活动。 中国联通与中国考古博物馆再度携手，在首部《考古遗址中的文明——陶寺》球幕影片大获成功后，正 式推出"中华文明元宇宙展示3D球幕系列"第二部力作《考古遗址中的文明——二里头》。这部采用 AI+8K+3D等顶尖数字技术的影片，结合中国考古博物馆全新升级的球幕影院系统，带领观众穿越3800 年时空，亲临"赫赫夏都"，见证"最早中国"的文明图景。 王都：最早"紫禁城"的沉浸式体验。影片带领观众俯瞰这座3800年前的庞大都邑，纵横交错的"井"字形 大道勾勒出中国最早的城市中轴线蓝图。一号宫殿宏大的夯土台基、二号宫殿神秘的祭祀场所，在球幕 空间中得到全景式呈现。 礼制：青铜重器的溯源解读。"华夏第一鼎"网格纹青铜鼎、象征权力的牙璋玉礼器等珍贵文物，在影片 中被赋予新的生命。数字技术不仅精准复原文物细节，更通过场景还原阐释"藏礼于器"的礼制社会形成 过程。 技艺：国之重宝的 ...

Core Viewpoint - The establishment of a trusted data space in the central state-owned enterprise sector is aimed at accelerating the market-oriented and value-oriented process of data elements, leveraging the role of state-owned enterprises in the national data market reform [1][2]. Group 1: Pilot Program and Key Participants - The State-owned Assets Supervision and Administration Commission announced a pilot program for the construction of trusted data space systems, involving major central enterprises such as China Telecom, China Mobile, China Unicom, and others [1]. - The core task of the pilot program is to promote interconnectivity and ecological co-construction of trusted data spaces across industries and enterprises within the central state-owned enterprise sector [1][2]. Group 2: Infrastructure and Operational Model - The trusted data space will be built on a model of "co-construction, co-creation, sharing, and common use," utilizing dedicated public cloud computing and data transmission networks provided by the three major telecom operators [1][2]. - A unified set of rules for data circulation and a secure environment for trusted data usage will be established, facilitating efficient data sharing, trading, and utilization [2]. Group 3: Innovation and Collaboration - The trusted data space will explore innovative data operation models and revenue distribution mechanisms, promoting collaboration among central enterprises and their upstream and downstream partners [3]. - The initiative aims to incubate new technologies, products, models, and business formats through demand-driven approaches and scenario validation, thereby empowering industrial upgrades and high-quality development [3].

来源：科技日报 科技日报记者 崔爽 12月5日，在中国考古博物馆举办的"球幕影院超高清视界焕新暨二里头遗址数字影片发布会"上，3D球 幕影片《考古遗址中的文明——二里头》正式上线。这部采用AI+8K+3D等数字技术的影片，带领观众 穿越3800年时空，见证"最早中国"的文明图景。 该片为中国联通与中国考古博物馆联合推出的"中华文明元宇宙展示3D球幕系列"第二部作品，首部作 品《考古遗址中的文明——陶寺》于去年推出。 值得一提的是，此次合作中，中国考古博物馆对球幕影院进行了全面升级。全新搭载的直径约16米的 LED透声球幕，以8K超高清分辨率和HDR 10Bit色彩，结合三维全景声系统，实现真正的身临其境。 为更好地呈现这一重大考古成果，联通在线广州公司（联通沃音乐文化有限公司）团队深入遗址现场， 充分发挥5G、AI等优势，运用扩展现实、三维建模、裸眼3D等前沿手段，对遗址和文物进行毫米级数 字化扫描和复原。基于共同的文化使命，双方通过"科技+文化"的"加法"，迸发出"乘法"效应。 中国联通表示，希望与中国考古博物馆继续并肩，将"中华文明元宇宙展示3D球幕系列"打造成持续创 新的文化IP，通过数字技术，让收藏在 ...

Core Viewpoint - The forum highlighted the role of China Unicom as a strategic partner in communication services, showcasing its commitment to industry upgrades through innovative platforms and security solutions [1] Group 1: Innovations and Platforms - China Unicom launched the Guangdong Computing Network Collaborative Service Platform, which utilizes joint research technology to enhance resource circulation across various sectors [1] - The platform features four main functions: industry policy window, computing power identification management, supply-demand market connection, and a diversified product matrix [1] Group 2: Security Innovations - The company announced six innovative achievements from its network security base, including the development of a defense system and a data security governance framework [1] - Additional accomplishments include establishing a national-level intellectual property operation center and advancing a talent training system [1] Group 3: Regional Focus - China Unicom introduced a series of innovative outcomes tailored to the needs of the Greater Bay Area, emphasizing a "technology + scenario" dual-driven approach to enhance the region's digital industry ecosystem [1]

Group 1 - The core viewpoint of the articles highlights the collaboration between China Unicom and SANY Heavy Industry to leverage 5G and UWB technologies for enhancing manufacturing efficiency and precision in the heavy machinery sector [1][3][5] - The partnership aims to create a 5G+UWB integrated positioning system that enables visual management of personnel, vehicles, and materials within the factory, thereby improving production processes [1][3] - The implementation of AI-driven models for material utilization and automated scheduling in production processes is expected to optimize resource management and enhance operational efficiency [5][7] Group 2 - The strategic cooperation between China Unicom and SANY has evolved since 2019, with significant milestones including the establishment of a 5G industrial internet innovation center and the successful deployment of a 5G private network at SANY's Beijing facility [3][7] - The 5G+UWB positioning technology is noted for its high precision and cost-effectiveness, making it suitable for various industrial environments, thus addressing specific production challenges faced by SANY [3][5] - Future plans include expanding the collaboration to encompass AI model development and further integration of digital transformation strategies, aiming to set new benchmarks in the manufacturing and telecommunications sectors [7]

Core Insights - The 2025 Greater Bay Area Science Forum opened in Guangzhou, focusing on advancements in mobile communication, artificial intelligence, industrial internet, quantum communication, and computing networks [1] Group 1: Industry Developments - China Unicom launched the Guangdong Computing Network Collaborative Service Platform, which aims to enhance the efficient circulation of computing resources across different levels, regions, and industries [2] - The platform features four main functions: industry policy window, computing resource identification management, supply-demand market matching, and a diversified product matrix [2] - The Guangdong Computing Network Collaborative Service Center will provide dual support for facility interconnection, resource sharing, and trustworthy transactions [2] Group 2: Security Innovations - China Unicom's network security base announced six innovative achievements, including the "Mo Attack + Four Honey" defense system and the establishment of a data security governance framework [4] - The company introduced two innovations in low-altitude intelligent networking: a low-altitude safety supervision platform certified by CNAS and a trusted low-altitude data space [4] Group 3: Quantum Security Products - China Unicom released three quantum security innovations: a Quantum Key Distribution (QKD) integrated product, an encryption product based on a quantum random number key cloud platform, and a post-quantum cryptography (PQC) product integrated with OTN devices [7] - These quantum security products are currently being piloted in multiple locations within the Greater Bay Area and are expected to be scaled for use in critical information communication sectors such as government, finance, and enterprises [7] - A signing ceremony was held between Guangdong Unicom and the South China University of Technology for a new generation information technology industry innovation center [7]

与此同时，软件研究院还将与各成员单位携手，共同建设开放、协同的智能体产业生态，推动智能技术 与实体经济深度融合，为落实"人工智能+"行动、促进数字经济高质量发展、支撑网络强国建设持续注 入创新动力。 软件研究院此次入选，不仅是行业对其技术能力的认可，也寄托了其在智能体产业发展中发挥引领作用 的期待。未来，软件研究院将依托该计划平台，深度融入智能体产业生态，围绕行业标准共建、核心技 术攻关、创新成果转化等重点方向持续投入。一方面，研究院将紧跟智能体前沿技术，持续优化算法模 型与应用框架，巩固全栈技术优势；另一方面，将面向数智能源、政务服务、智能制造等重点领域，拓 展场景化应用的深度与广度，打造可复制、可推广的行业解决方案。 近日，2025"人工智能+"产业生态大会在北京召开。大会核心论坛——"人工智能与智能体应用论 坛"以"携手共启智能体创新应用新纪元"为主题，汇聚政府、产业、学术、研究及应用各方代表，共同 探讨智能体技术发展路径与产业落地前景。会上，中国联通软件研究院（以下简称"软件研究院"）凭借 其在智能体领域的技术积累与行业影响力，成功入选中国互联网协会主导的"智能体创新推进计划"成员 单位，以技术标杆身 ...

Investment Rating - The report maintains an "Overweight" rating for the telecommunications sector and its sub-sectors, including telecommunications equipment manufacturing [9]. Core Insights - The commercial aerospace sector is experiencing significant growth, driven by key events such as the successful launch of the Zhuque-3 rocket and the upcoming launch of the Long March 12 rocket, which aims to achieve reusability [2][3]. - The Shanghai Songjiang Satellite Internet Industry Conference highlighted the development opportunities in satellite internet, with partnerships being formed to enhance aviation satellite internet applications [16]. - The report emphasizes the importance of ground terminals and applications as critical components of the commercial aerospace industry's business ecosystem, suggesting a focus on undervalued segments with broad potential [18]. Summary by Sections Market Performance - The telecommunications index rose by 3.69% last week, outperforming the Shanghai Composite Index, which increased by 0.37%, and the Shenzhen Component Index, which rose by 1.26% [2][12]. Key Events - Significant events in the commercial aerospace sector include: 1. The successful first flight of the Zhuque-3 rocket, achieving orbit but failing to recover the first stage [3][13]. 2. The upcoming first flight of the Long March 12 rocket, which will attempt reusability [3][13]. 3. The Shanghai Songjiang Satellite Internet Industry Conference, where major players discussed advancements in satellite technology [16]. 4. The initiation of a tender for phased array terminals by China StarNet, indicating a focus on ground terminal development [18]. Recommended Companies - The report recommends several companies within the telecommunications sector, including: - ZTE Corporation (Buy, target price: 64.34 CNY) [38]. - Ruijie Networks (Buy, target price: 102.51 CNY) [38]. - China Telecom (Buy, target price: 9.11 CNY) [38]. - NewEase (Buy, target price: 476.71 CNY) [38]. - China Mobile (Buy, target price: 126.20 CNY) [38]. - Zhongji Xuchuang (Buy, target price: 626.68 CNY) [38]. - Haige Communications (Buy, target price: 13.70 CNY) [38]. - Shanghai Hanyun (Buy, target price: 28.28 CNY) [38]. - China Unicom (Hold, target price: 7.56 CNY) [38]. Performance Highlights - The report notes that the top-performing stocks in the past week included: - Aerospace Development (up 52.26%) - Tianfu Communication (up 25.79%) - Shanghai Hanyun (up 24.98%) [10]. Future Outlook - The report suggests that the commercial aerospace sector is poised for further growth, particularly in ground terminal applications and satellite manufacturing, as the industry approaches critical technological milestones [2][3][18].