Core Viewpoint - The article highlights the dedication and contributions of Chai Ruifeng, a communication maintenance worker in the remote area of Moerdaoga, Inner Mongolia, who has spent 15 years ensuring reliable communication in extreme conditions, earning the trust and respect of local military and civilian communities [1][5]. Group 1: Personal Commitment and Challenges - Chai Ruifeng has traveled over 600,000 kilometers in 15 years, equivalent to circling the Earth 15 times, to maintain communication in a vast area of 12,000 square kilometers of original forest [1]. - He faced extreme weather conditions, including temperatures as low as -54°C, and has experienced significant physical strain due to his demanding work environment [1][4]. - The maintenance of communication often involved navigating dangerous ice-covered roads, where he risked his life to ensure connectivity for border defense troops [3]. Group 2: Community Impact and Recognition - Chai's efforts have led to the establishment of over 70 new communication stations, ending a 22-year history of "information isolation" for several forest areas [4]. - His work has been recognized with multiple awards, including the National Labor Model, reflecting his commitment to public service and community welfare [5]. - The trust and appreciation from local soldiers and users are evident, as they regard him as a reliable figure in times of need, highlighting the strong bond he has built with the community [2][3].

记者丨肖潇 蔡欣佁 编辑丨王俊 近日，漫画家杨笑汝在微博讲述的遭遇引发热议。她接到自称电信员工的来电，以"实名认证 过期"为名，上门拍照、扫描身份证，最终却被要求在一份抬头为"甜橙融租"的合同上签字。 签下这份合同的那一刻起，杨笑汝的月付话费，就变成了一笔为期36个月的贷款。 这篇转发破万的帖子下，有百位消费者分享类似经历。大部分控诉背后都有一个营业员当面 赠送的电子产品，手机、智能音箱、智能手表、路由器…… 它们最终与一份分期合同绑定， 公开资料显示，相关事件中的金融机构或由运营商控股，或与运营商长期合作。背后的资金 流转较为复杂，也让监管犯了难： 通信运营商和金融机构分属不同监管部门，更让线下销售 成了一个难规范、难追责的"灰色场景" 。 素喜智研高级研究员苏筱芮认为，要真正解决问题，可能需要金融监管联合市场监管部门， 从持牌金融机构入手，从源头上规范其与运营商的合作行为。 坚称"不是贷款，不用操心" "告知书不是我举着拍照的，合同签名是电脑打字，旁边的笔签也不是我签的，这字迹一眼就 不是我的。" 冯伟回想起来还是觉得很荒唐。当时他坐在河南一地方电信营业厅，想给姥姥买部新手机。 营业员推荐199元话费套餐 ...

Group 1 - The National Communication Index (399389) has shown a strong increase of 3.23%, with constituent stocks such as Guangku Technology (300620) hitting the daily limit up, and New Yisheng (300502) rising by 11.66% [1] - The Communication ETF Guangfa (159507) has reached a new high in scale at 45.36 million yuan, marking a significant increase in performance with a 65.18% rise in net value over the past year [1] - The top ten weighted stocks in the National Communication Index account for 61.8% of the index, with major players including Zhongji Xuchuang (300308) and New Yisheng (300502) [2] Group 2 - The global optical module sales increased by 10% quarter-on-quarter in Q2 2025, driven by the demand for 800G Ethernet optical modules, with a forecasted CAGR of 22% from 2024 to 2029 [2] - The communication and communication equipment industry is experiencing accelerated development driven by AI technology, with key variables including system integration capabilities and product engineering maturity [3] - The WAIC 2025 event showcased the transition of AI from technological breakthroughs to large-scale applications, indicating a growing trend in various vertical industries [3]

Investment Rating - The report maintains a "Positive" investment rating for the communication industry [10] Core Insights - The communication sector saw a 1.57% increase in the 32nd week of 2025, ranking 22nd among major industries, and a 22.42% increase since the beginning of the year, ranking 4th [2][5] - The release of GPT-5 and Genie 3 has significantly boosted AI commercialization metrics, leading to increased infrastructure investments [6] - The trend towards Scale-up architecture is confirmed, with multi-mode fiber technology upgrades driving demand for optical interconnects and high-speed optical modules [7] Summary by Sections Market Performance - In the 32nd week of 2025, the communication sector increased by 1.57%, ranking 22nd among major industries; since the start of the year, it has risen by 22.42%, ranking 4th [2][5] - Notable stock performances include Kesi Technology (+22.3%), Dongxin Peace (+17.1%), and Qiyi Er (+16.9%) for gains, while Tianfu Communication (-6.7%), Yingstone Network (-4.3%), and Lian Te Technology (-3.5%) faced declines [5] AI Commercialization - OpenAI's GPT-5 integrates rapid response and deep reasoning, enhancing multi-modal capabilities and reducing factual errors significantly; ChatGPT's weekly active users approach 700 million, a year-on-year increase of over 400% [6] - The annual recurring revenue (ARR) for AI applications has risen to approximately $13 billion, with expectations to exceed $20 billion by year-end [6] Optical Interconnect and Fiber Technology - The shift from Scale-out to Scale-up architecture is driving high-density interconnect demand; domestic leaders are accelerating multi-mode fiber production [7] - Companies like FiberHome are targeting an annual production capacity of 4 million core kilometers by 2026, while Hengtong Optics is expanding its advanced fiber materials R&D center [7] Investment Recommendations - Recommended operators include China Mobile, China Telecom, and China Unicom [8] - For optical modules, key recommendations are Zhongji Xuchuang, Xinyi Sheng, Tianfu Communication, and Shijia Photon, with a focus on Tai Chen Guang and Yuan Jie Technology [8] - In the domestic computing sector, recommended companies include FiberHome, Huafeng Technology, and ZTE Corporation [8] - AI application recommendations include Heertai, Tuobang Technology, and Meige Intelligent [8] - For satellite applications, recommended companies are Haige Communication and Huace Navigation [8]

Group 1 - The conference titled "Intelligent Connectivity and Cloud-Driven Future" was held by China Telecom in Linyi, showcasing the integration of technology and ecology [1] - China Telecom has established the world's largest 5G network and computing power scheduling network, serving over 1 billion users and millions of enterprises [1] - The company aims to accelerate Linyi's transition to a "new high ground of digital economy" by integrating its capabilities with local development [1] Group 2 - The conference emphasized the importance of building an open ecosystem through "platform co-construction, capability sharing, and value co-creation" [2] - China Telecom launched the "Cloud Entropy: Change Engine" ecosystem partner empowerment plan, providing comprehensive support to partners [2] - The company awarded 17 trophies to outstanding partners for their contributions to technological innovation [2] Group 3 - Technical experts presented eight core capabilities of China Telecom, highlighting advancements from cloud computing to quantum security [3] - The "Cloud Sail: Intelligent Star Path" partner program was introduced, inviting more partners to join and share digital dividends [4] - Case studies were shared, demonstrating how China Telecom's technology is transforming traditional industries in Linyi [4]

记者从发布会上获悉，本届大会联合欧中企业联合会、中国进出口银行、中国电信、毕马威等24家 协会与企业代表成立"出海国际合作联盟"。大会期间，16家领军企业签约入驻北京出海基地，签约总额 超百亿元。 新华社北京7月5日电（记者阳娜）"大会期间，国际团组与北京数字经济企业、园区开展深度合作 对接70余场次，推动意向合作项目超百个。"北京市经信局副局长刘维亮在5日举行的2025全球数字经济 大会成果发布会上介绍。 此外，大会还在推动全球多个城市间数字经济协同合作方面取得成果。例如，联合40个国际城市发 起成立"全球数字经济城市联盟"；发布《全球数字友好倡议》，启动"全球数字友好开源社区"；落 地"联合国开发计划署数字友好和数字经济可持续创新实验室"等。 【纠错】 【责任编辑:刘子丫】 同时，大会还举办欧洲、东南亚专场供需对接会和5场国际政企交流活动，吸引近200家中外企业参 与，促成10余个中外项目合作。大会期间还签订了"中国数字经济联盟""京台数智绿色协同创新发展合 作网络""数字京津冀协同共建服务联盟"等16份合作协议与合作备忘录。 ...

#中国电信回应777777携号转网受限#【#777777靓号携号转网受限#，中国电信：肯定有限制，能不能行 由领导批准】澎湃读者王学彬反映，他手机号18***777777携号转网遭遇各种限制。中国电信桂林公司 人士介绍，三连号市级批，六连号省区级批，转号肯定会有限制。（素材来源 相关人士） 特别声明：以上文章内容仅代表作者本人观点，不代表新浪网观点或立场。如有关于作品内容、版权或其它问 题请于作品发表后的30日内与新浪网联系。 777777靓号携号转网受限，中国电信：肯定有限制，能不能行由领导批准 777777靓号携号转网受 限，中国电信：肯定有限制，能不能行由领导批准 ...

Core Insights - Real-time cloud rendering is an emerging rendering method based on rapid advancements in cloud computing, virtualization, and rendering engines, enabling high-quality video streaming of complex 2D or 3D graphics in real-time [1][2][7] - The global real-time cloud rendering market is projected to grow from $1.595 billion in 2020 to $4.03 billion by 2024, achieving a compound annual growth rate (CAGR) of 26% [7][9] - In China, the market is expected to reach 8 billion yuan in 2024, with a year-on-year growth of 45.5%, significantly outpacing the global market [9] Market Overview - Real-time cloud rendering enhances user experiences across various sectors, including entertainment, film, tourism, architecture, social interaction, and office applications, as well as cutting-edge fields like the metaverse and digital twins [1][9] - The service is categorized into three main applications: cloud gaming, cloud-native, and other scenarios, with cloud gaming being the primary application due to its established industry framework and large user base [11][13] Competitive Landscape - The real-time cloud rendering market consists of independent rendering cloud vendors and cloud computing providers, each offering different capabilities and solutions [13] - Independent vendors, like Ruiyun Technology, provide platforms compatible with multiple computing resources, while cloud computing firms, such as Alibaba Cloud, offer integrated "compute + render" platforms but with limited application support [13] Business Model - Various pricing models exist for cloud rendering services, including billing by duration, frame count, or node count, with many platforms adopting a dual-track pricing model based on configuration and time [15] Industry Trends - The real-time cloud rendering market is evolving towards large-scale, diversified, and specialized services, driven by the increasing complexity of application scenarios and the demand for high-quality rendering [19] - Enhanced infrastructure capabilities are necessary to meet the growing demands for computing power, storage speed, and network bandwidth [20] - The integration of artificial intelligence with real-time cloud rendering is improving rendering quality and system responsiveness, enhancing user interaction [21] - The industry ecosystem is expanding, attracting more participants and driving growth, although many applications are still in early development stages [22]

Group 1 - As of August 11, 2025, China Telecom's stock price is 7.38 yuan, unchanged from the previous trading day, with a trading volume of 8.38 billion yuan and 1.36% fluctuation [1] - China Telecom is a major state-owned telecommunications operator in the communication services industry, providing fixed, mobile, and satellite communication services [1] - Recently, the company established a smart technology company in Anhui with a registered capital of 10 million yuan, focusing on 5G communication technology services and software development [1] Group 2 - On August 8, China Telecom and China Electronics Corporation jointly established a new company, the China Information Technology Application Innovation Promotion Center, with a registered capital of 200 million yuan [1] - On August 11, the net inflow of main funds for China Telecom was 1.7283 million yuan, while the net outflow over the past five days was 33.014 million yuan [1]

Investment Rating - The report maintains a "Buy" rating for Tianfu Communication, Ruijie Network, China Mobile, China Telecom, and Hengtong Optics, while recommending "Hold" for China Unicom [9][42]. Core Viewpoints - The commercial aerospace sector is experiencing significant developments, with a notable increase in satellite launches, particularly the successful launch of the low-orbit satellite group on August 4 [3][12]. - The report emphasizes the growth opportunities in the satellite internet and commercial aerospace sectors, driven by high-frequency launches and advancements in satellite technology [2][16]. - The AI-driven optical fiber industry is also highlighted, with companies like Changfei Fiber and Hengtong Optics making strides in advanced optical materials and production capacity [2][4]. Summary by Sections Market Overview - The communication index rose by 1.3%, while the Shanghai Composite Index increased by 2.11% and the Shenzhen Component Index by 1.25% [2][12]. - The report notes the successful launch of the low-orbit satellite group and anticipates continued high-frequency launches to meet network demands [2][12]. Commercial Aerospace Developments - Key events include the successful launch of the Long March 12 rocket, which significantly increased the launch frequency to an average of one every three days [3][13]. - The report suggests that the rocket industry is poised for breakthroughs in the second half of 2025, with numerous catalytic events expected to boost market sentiment [3][15]. Key Companies and Dynamics - The report identifies several companies with strong growth potential, including Tianfu Communication, Ruijie Network, China Mobile, China Telecom, Hengtong Optics, and Huace Navigation, focusing on AI computing power and satellite internet [4][42]. - Specific recommendations include maintaining a "Buy" rating for Tianfu Communication and Ruijie Network based on their strong performance and growth prospects in the AI and optical fiber sectors [42][43]. Investment Opportunities - The report highlights the potential for investment in the satellite internet sector, driven by both domestic and international developments, including the deployment of satellite constellations and advancements in ground infrastructure [16][15]. - The focus on AI computing power and the optical fiber industry is expected to create further investment opportunities as demand for high-speed data transmission increases [2][4].