6月19日，《每日经济新闻》记者从浙大网新方面获悉，近期，浙大网新联合景业智能、南都物业以及 赛智伯乐，共同发起设立"赛智助龙基金"，目前该基金聚焦具身智能产业，首个投资项目为杭州"六小 龙"之一的杭州云深处科技有限公司（以下简称云深处）。 而据媒体6月19日报道，宇树科技已于近期完成了去年底开启的C轮融资，由中国移动旗下基金、腾 讯、锦秋、阿里、蚂蚁和吉利资本共同领投，宇树的大部分老股东跟投。宇树投前估值目前超过100亿 元人民币。 宇树科技创始人王兴兴近期在与吉利控股集团董事长李书福对话中表示，AI和机器人是下一个像电、 像蒸汽机一样能改变整个生产力结构的新事物。 谈及"赛智助龙基金"投资云深处，浙大网新董事长史烈6月19日接受《每日经济新闻》记者采访时表 示："当前，具身智能作为AI的执行载体，其通用性快速提升，加之技术与政策催化，行业正迎来成熟 与扩张。" 史烈谈及，浙大网新的"技术+资本"双轮驱动战略布局的核心逻辑在于：一方面，通过投资云深处等创 新技术型企业，与投资企业联手，实现"技术整合+场景落地"的双向赋能，把最新的技术赋能公司深耕 的行业业务生态，同时也为投资企业拓展落地场景和市场空间；另一 ...

Core Insights - Shanghai is progressively achieving its goal of becoming an international technology and innovation center, with MWC Shanghai playing a crucial role in this transformation [1][9] - China has emerged as the largest mobile connectivity nation globally, leading in 5G user scale and technology development [1][10] - The mobile industry is projected to contribute over $2 trillion to China's economy by 2030, with growth rates expected to surpass the global average due to accelerated 5G application [3] Group 1: MWC Shanghai's Role and Significance - MWC Shanghai has been established for twelve years and is now a platform for showcasing China's mobile industry creativity, innovation, and leadership [4] - The event is expected to attract participation from approximately 150 countries and regions, focusing on regional market characteristics while accommodating international business needs [4] - The GSMA Innovation Hub at MWC Shanghai will feature cutting-edge technologies from leading Chinese companies, emphasizing the region's advancements in mobile technology [6] Group 2: Technological Advancements and Industry Development - Shanghai has built over 843,000 outdoor 5G base stations and 442,600 indoor small stations, establishing a leading advantage in 5G-A, optical networks, and industry-specific networks [4] - The city is promoting the development of a new generation of communication industry chains, focusing on satellite internet and 5G-A network applications [5] - MWC Shanghai will showcase key scenarios and pathways for "communication technology+" innovations, including AI, autonomous driving, and satellite communication [6] Group 3: Policy and Standardization - The Policy Leaders Forum (PLF) at MWC Shanghai will gather global policymakers and industry leaders to discuss the impact of AI, bridging the digital divide, and the future potential of mobile connectivity in the 6G era [9] - The forum will address the need for unified global communication technology standards to avoid fragmentation, which was a challenge before the advent of 4G technology [9][10] - MWC Shanghai is positioned not only as a technology showcase but also as a vital engine for promoting international cooperation and economic development [9]

在2025上海世界移动通信大会期间，中国移动与荣耀宣布AI终端战略合作，将集成双方在产品、技 术、品牌、生态方面的能力，基于荣耀X70i机型推出深度定制AI手机产品。（界面） ...

此次中国移动和荣耀深度集成双方在产品、技术、品牌、生态方面优势能力，基于荣耀X70i机型，打造深度定制AI手机产品。在模型层面，深度嵌入中国 移动九天大模型，与荣耀魔法大模型端云深度协同，打造服务闭环体验。在智能体层面，YOYO智能生活助手深度接入中国移动8大领域特色生态场景智能 体，通过多智能体协同，为用户提供出行规划、咪咕音乐、金融行业报告等个性化智能服务。 作为中移动与荣耀战略合作的重要硬件载体，荣耀X70i即将升级AI一键直达的功能，实现与九天大模型及灵犀智能体的一键唤醒，呈现"即唤即用"的AI体 验，用户可以通过侧边实体按键，实现一键清理加速、一键调取付款码、一键打电话等多种常用功能，同时还可一键快速调取移动营业厅服务、智能客服对 话、语音通话实时翻译等场景，成为用户快速享受AI服务的一键快捷通道。 【环球网科技综合报道】6月19日，在2025上海世界移动通信大会期间，中国移动联合荣耀以"智赋新程，移启荣耀"为主题，举办"中国移动&荣耀AI终端战 略合作发布会"，聚焦 AI终端领域，发布战略合作规划和首款深度定制AI手机产品。 中国移动通信集团副总经理张冬表示，大模型赋能的智能体成为AI应用新范式， ...

Tina Lu强调："5G以37%同比增速成为本季度增长最快的技术，主要得益于路由器、CPE设备以及中国市场的汽车板块。与此同时， 4G Cat 1 bis正成为大众物联网部署的实质标准，出货量同比增长35%，其核心优势在于性能与成本的绝佳平衡。该技术以实惠的价格、 广泛的网络支持以及精简的设计精简，颠覆资产追踪、计量等海量低复杂度应用场景的传统物联网策略。" 2025年Q1全球各厂商蜂窝物联网模组出货量份额 智通财经APP获悉，根据Counterpoint Research最新的《2025年Q1全球蜂窝物联网模组与芯片应用追踪报告》，2025年Q1全球蜂窝物联 网模组出货量延续涨势，同比增长16%。出货增长主要得益于印度、中国及拉美市场在智能电表电表、POS终端和资产资产追踪方面的 强劲需求。多数地区呈现稳健增长，其中印度以32%同比增速领先。北美及部分亚太市场因为需求疲软与宏观经济逆风出现下滑。5G 成为本季度增长最快的技术，同比增长37%，Cat 1 bis紧随其后保持强劲增势。 Counterpoint Research首席分析师Tina Lu在解读市场动态时指出："中国凭借5G与Cat 1 bis技 ...

Core Viewpoint - The three major telecom operators in China are set to fully restart eSIM services in the second half of 2025, driven by advancements in real-name authentication and the 5G rollout, which may reshape the telecommunications industry ecosystem [1] Group 1: eSIM Technology Revolution - eSIM technology eliminates the physical SIM card slot, allowing users to switch carriers online and store multiple numbers on one device, enhancing user experience [3] - International roaming costs are significantly reduced as users can purchase local data plans online upon arrival, avoiding high roaming fees [3] - The removal of the SIM card slot allows smartphone manufacturers to improve device design, enhancing waterproofing, reducing thickness, or increasing battery capacity [3][4] - eSIM technology enables remote management of IoT devices, providing higher security through encryption compared to traditional SIM cards [4] Group 2: Pause Mystery - The convenience of eSIM's switching feature increased market competition, leading to significant pressure on traditional operators to upgrade their billing systems [5] - The technology was exploited for fraudulent activities, prompting regulatory authorities to halt eSIM services in 2023 to mitigate risks [5] Group 3: Restarting the Business - Enhanced identity verification mechanisms, including dual authentication with ID and facial recognition, are implemented to prevent fraud in the eSIM business [6] - Telecom operators have resolved compatibility issues with their billing and management systems, enabling large-scale operations [6] - The widespread adoption of 5G technology is crucial for improving connectivity experiences in conjunction with eSIM [6] Conclusion - The restart of eSIM services marks a significant transition from the "slot era" to the "chip era" in telecommunications, offering users benefits such as international roaming freedom, optimized device design, and improved IoT management efficiency [7]

Core Insights - The report highlights significant financial reforms announced by the People's Bank of China, including the establishment of a digital RMB international operation center and a personal credit agency, aimed at enhancing the financial market's openness and efficiency [5][8] - The report indicates a moderate recovery in the Chinese economy, with consumption and investment being the main drivers, and anticipates a potential interest rate cut by the Federal Reserve in September [9][10] - The communication and electronics sectors are leading the A-share market, with a focus on investment opportunities in consumer electronics, communication devices, and semiconductors [10][11] Domestic Market Performance - The Shanghai Composite Index closed at 3,388.81 with a slight increase of 0.04%, while the Shenzhen Component Index rose by 0.24% to 10,175.59 [4] - The average P/E ratios for the Shanghai Composite and ChiNext indices are 13.90 and 36.94, respectively, indicating a suitable environment for medium to long-term investments [9][10] International Market Performance - Major international indices, including the Dow Jones and S&P 500, experienced declines of 0.67% and 0.45%, respectively, reflecting a cautious global market sentiment [5] Industry Analysis - The report emphasizes the strong performance of the electric power and public utilities sector, with a projected revenue and net profit growth in 2024, despite a decline in Q1 2025 [14][15] - The water power sector is highlighted as a stable investment opportunity due to its high dividend yield and competitive pricing, with recommendations to focus on major water power operators [16] - The chemical industry is experiencing a slowdown in price declines, with a focus on potassium fertilizer, phosphate chemicals, and pesticides as key areas for investment [29][30] Semiconductor Industry Insights - The semiconductor sector is facing challenges due to U.S. export controls, but there is a notable increase in global semiconductor sales, with a projected 11.2% growth in 2025 [31][32] - The report suggests that domestic semiconductor companies may benefit from increased localization efforts in response to international trade tensions [34] Electric Vehicle and Battery Sector - The lithium battery sector is showing signs of recovery, with a significant increase in sales of new energy vehicles in China, projected to reach 1.6 million units in 2025 [27][28] - The report maintains a "stronger than market" investment rating for the lithium battery sector, emphasizing the importance of monitoring raw material prices and market dynamics [36][28] Telecommunications Sector - The telecommunications industry is experiencing a rebound in revenue growth, with a 1.0% increase in telecom business income in early 2025 [37] - The report highlights the growth of 5G mobile phone shipments, which accounted for 85.5% of total mobile phone shipments in early 2025, indicating a strong market demand for advanced communication technologies [39]

一年一度的MWC上海，三大运营商集体讲起了AI，重点展示了大模型、AI+应用，而5G成为配角。 这也是电信行业面临增长见顶下的选择。今年一季度，三大运营商集体陷入营收增长困境，推进5G-A 商用、AI+应用的落地，成为新故事。华为轮值董事长徐直军甚至为运营商们支招，称要重点关注骑手 和主播等群体的新需求，他们的ARPU是普通用户的数倍。 AI故事自然也少不了机器人企业。包括宇树科技、乐聚机器人、智元机器人等多家机器人企业也前来 参展。其中智元机器人还在现场秀起了用毛笔写福字的技能，引得不少观众围观。 运营商增长见顶，骑手和主播能破局？ 华为轮值董事长徐直军在演讲中直言，经过40年的高速增长，电信行业面临技术过剩和需求饱和，行业 进入了相当稳定的发展周期，对企业来说面临增长挑战。 从三大运营商的财报来看，确实如此。 文 | 新浪科技 张俊 今年一季度，三大运营商均进入了低增长周期。中国移动一季度营收2638亿元，同比微增0.02%；净利 润306亿元，同比增长3.5%。 中国电信一季度营收1345亿元，同比微增0.01%；净利润89亿元，同比增长3.1%。 中国联通一季度营收1033.5亿元，同比增长3.88% ...

"我们已经闻到了6G的味道。"在6月18日举行的全球新一代信息通信技术合作组织（GTI）国际产业大 会上，GTI主席高同庆表示，6G发展逻辑与4G、5G不一样，6G的发展将升级为绝对的场景需求导向， 消费机器人、智能终端、网联汽车、低空经济等领域将推动6G移动智能创新的快速发展。 当前，人形机器人、智能驾驶、无人机、智能家电等移动终端的加速应用对移动通信网络提出了更高的 要求。一些人形机器人产品与人进行流畅的互动存在时延的问题。"人工智能推理的需求激增，进一步 促进了移动智能融合发展。"高同庆表示，当前移动通信正在从5G-A向6G发展，智能时代网络、算力等 基础设施能力需与时俱进。 事实上，业内已经达成共识，5G-A技术能力的释放正是迈向6G的前提。"过去一年，5G-A正在从产业 共识走向规模化部署。"华为常务董事汪涛在演讲中表示，在新兴应用高速喷涌的时代下，5G-A通信基 础设施在网络速度、物联网应用场景以及商业化变现等方面仍然存在挑战和提升空间。面向未来，推动 全球统一标准、完成频谱准备以及推动产业链成熟是迈向6G时代的关键。"从终端设备和芯片的研制， 到网络建设、运营，是面向6G构建完善的、有竞争力的产 ...

今日摘要 以色列方面称打击伊朗一处离心机生产设施。伊朗方面称使用"法塔赫"导弹突破以防空系统。 习近平出席第二届中国－中亚峰会并作主旨发言。 习近平圆满结束出席第二届中国－中亚峰会，回到北京。 李强在江苏调研。 王沪宁出席推动科技创新和产业创新融合发展调研协商座谈会。 党中央决定，深入贯彻中央八项规定精神学习教育继续派出3个中央指导组。 今年全国"三夏"小麦大规模机收基本结束。 多部门发布多项金融举措，助力高水平对外开放。 内容速览 习近平出席第二届中国－中亚峰会并作主旨发言 当地时间6月17日下午，第二届中国－中亚峰会在阿斯塔纳独立宫举行。哈萨克斯坦总统托卡耶夫主持 会议。中国国家主席习近平、吉尔吉斯斯坦总统扎帕罗夫、塔吉克斯坦总统拉赫蒙、土库曼斯坦总统别 尔德穆哈梅多夫、乌兹别克斯坦总统米尔济约耶夫出席。元首们在友好气氛中共同回顾西安峰会以来中 国－中亚各领域合作成果，展望未来发展方向，一致决定弘扬"中国－中亚精神"，坚持永久睦邻友好， 携手推动中国－中亚命运共同体建设不断取得新成就。 习近平同中亚五国元首集体合影，随后出席峰会，发表题为《弘扬"中国－中亚精神" 推动地区合作高 质量发展》的主旨发言。 习 ...