金磊 发自 凹非寺 量子位 | 公众号 QbitAI 感谢AI！ 原生1个G的视频，现在只需要传200K数据就能看了—— 视频数据的压缩率干到了 0.02% ，但依旧能保持画面的高清、连贯和画面细节。 或许你会问，这又有什么用呢？ 想象一下，你身处于太平洋的一搜远洋货轮中，卫星信号只有一两格，刷个朋友圈，加载内容的圈圈都要转好久。 但正是因为有了这项AI技术，现在在如此极端的环境之下，你甚至可以直接看 高清的世界杯直播！ 而这项新研究，正是来自中国电信人工智能研究院（TeleAI）的技术—— 生成式视频压缩（GVC，Generative Video Compression） 作为国资央企、全球领先的综合智能信息服务运营商，中国电信不仅拥有覆盖海陆空天的通信网络基础设施，更具备将前沿AI技术与实际通 信场景深度融合的能力。 这种"云网融合+AI原生"的独特优势，使得GVC技术从实验室走向远洋船舶、应急现场等真实极端环境成为可能。 那么这项研究到底是如何做到的，以及又能给我们现实生活带来什么改变，我们继续往下看。 。 没错，视频传输的物理法则，算是被重写了。 用计算，换宽带 在介绍这项黑科技之前，我们需得先聊聊现 ...

Core Viewpoint - China's recent application to the International Telecommunication Union (ITU) for over 200,000 satellite frequency resources marks a record-breaking action in both the number of applications and the total scale of satellites, indicating a strategic move to secure orbital and frequency resources for future development [1][3][10]. Group 1: Record-Breaking Application - The application includes over 190,000 satellites from a newly registered entity called the "Radio Spectrum Development and Technology Innovation Research Institute," which significantly exceeds previous applications and is several times larger than the current largest constellation, SpaceX's Starlink with 72,000 satellites [1][4]. - In 2025, China submitted 73 frequency coordination applications to the ITU, with a peak of 34 applications in December alone, showcasing unprecedented activity in satellite frequency coordination [4][10]. Group 2: Strategic Intent - The large-scale application is viewed as a "resource positioning" action, aimed at ensuring China has a sufficient "resource pool" of orbital and frequency resources for the next decade or longer [3][10]. - The initiative reflects China's strategic determination to secure more orbital positions and frequencies, which are critical for the development of commercial space and the goal of integrated "space-ground" communication systems, particularly for 6G [3][6][13]. Group 3: Role of Key Institutions - The Radio Spectrum Innovation Institute, established by several key organizations, is positioned as a core research and technical support entity for satellite communication standards and resource management, indicating a strong national strategic intent [6][11]. - The collaboration between the Radio Spectrum Innovation Institute and China SatNet highlights a dual approach where one focuses on demand integration and the other on technological innovation and resource reserve [6][10]. Group 4: Involvement of Telecom Operators - Major telecom operators, including China Telecom and China Mobile, are also involved in the satellite application process, marking a significant step in their satellite internet business and indicating a shift towards integrated communication services [11][12]. - China Telecom aims to complement its existing geostationary satellite capabilities with low Earth orbit satellites to enhance its service offerings, while China Mobile seeks to establish its own satellite constellation to maintain competitive advantages in future communication technologies [11][12][13].

Core Viewpoint - Tang Ke has been appointed as the Director and Deputy Secretary of the Party Committee of China Telecom Group Co., Ltd, indicating a significant leadership change within the company [1][3]. Group 1: Appointment Details - Tang Ke's appointment was officially announced on January 13, as per the update on China Telecom's official website [3]. - The new role of Tang Ke includes responsibilities as both a Director and Deputy Secretary of the Party Committee, which highlights the importance of leadership in the company's strategic direction [3]. Group 2: Background of Tang Ke - Tang Ke was born in October 1974 and holds a master's degree in economics, showcasing a strong academic background [4]. - He is a member of the Communist Party and has extensive experience in finance, management, and the telecommunications industry [4]. - His previous positions include General Manager of the Finance Department at China Telecom Group, General Manager and Party Secretary of China Telecom's Anhui and Guangdong branches, and Vice General Manager of China Telecom Group [4].

报告导读： 中国新增申请 20 万颗卫星覆盖 14 个星座，含中国移动、中国星网、垣信卫 星等。本轮申报数量激增近一个数量级，未来可能引发全球对太空战略资源的新一轮关注 事件： 近日，中国向国际电信联盟（ ITU ）提交了新增 20.3 万颗的卫星申请，此次申报涵盖 14 个卫星星座，其中 CTC-1 和 CTC-2 两个星座各自申请 96,714 颗，成为本轮申报的主力。除中国星网、垣信卫星等专业卫星运营商外，申报主体首次广泛包括无线电创新院、银河航天、国电高科等商业航天企 业，以及中国移动、中国电信等传统通信运营商。 申报超 20 万颗，抢占频轨资源 " 制高点 " 。 此次中国向 ITU 提交的 20.3 万颗卫星申报，规模远超此前 "GW 星座 " （约 1.3 万颗）与 " 千帆星座 " （约 1.5 万颗）的总和，标志着中国低轨星座建设从 " 千星 " 迈向 " 十万星 " 量级的新纪元。其中， CTC-1 与 CTC-2 两个超大星座合计申报近 19.3 万颗，成为绝对主力。在近地轨道（ LEO ）频轨资源日益拥挤的背景下，这种 " 饱和式申报 " 体现了国家级战略意志，旨在通过 " 占频保轨 ...

最大规模国际频轨集中申报 此次我国新增超20万颗卫星申请，从规模上来看，这一数字与中国此前申报的规模相比，有数量级增 长。此前占据中国申报版图主要地位的中国星网（GW星座）与垣信卫星（千帆星座），其规划发射量 分别为1.2992万颗和超1.5万颗，均已通过发射初步锁定了频轨资源。 国际电信联盟（ITU）是负责信息通信技术事务的联合国专门机构，负责分配卫星的频轨资源。各成员 国如果想发射通信卫星，需要按照《无线电规则》向ITU登记卫星网络资料，以获得国际上对空间频率 指配的认可，并保护其频率不受干扰。 商业航天再迎催化剂。 1月10日，国际电信联盟（ITU）官网显示，2025年12月25日到31日期间，我国正式向ITU提交新增20.3 万颗卫星的频率与轨道资源申请，涵盖14个卫星星座，包括中低轨卫星。 这是我国迄今规模最大的一次国际频轨集中申报行动，申报主体包括中国星网、垣信卫星等。 值得注意的是，本次申报除卫星运营商，还包括商业航天企业、电信运营商等机构，如无线电频谱开发 利用和技术创新研究院（下称"无线电创新院"）、中国移动、中国电信等。其中，无线电创新院申报的 CTC-1与CTC-2两个星座，各申请了96 ...

市工商联党组成员、副主席张宣付参加会见。 李方春介绍了中国电信青岛分公司的战略定位、服务能力和重点工作。他表示，公司依托云、网、数、智、安、量子和数字化平台服务能力，已构建起数 智化转型全场景解决方案体系。希望与市工商联建立常态化合作机制，发挥自身技术、人才、资源优势，为民营企业提供数智化转型路径规划、技术辅 导、案例推介等精准服务，推出更多适配民营企业需求的产品，助力民营企业破解转型难题，增强转型动能，实现提质增效。 崔作对李方春一行的到访表示欢迎，对中国电信青岛分公司长期以来对青岛民营经济发展工作的支持表示赞赏，并简要介绍了青岛市经济社会发展及市工 商联有关工作情况。他表示，当前青岛正以科技创新引领新质生产力发展，推动"10+1"创新型产业加速成势。数智化转型是民营企业顺应新发展阶段、实 现高质量发展的现实需要。希望中国电信青岛分公司发挥在云网融合、算力支撑、数据分析等领域的技术优势，在数智赋能、平台搭建、人才培训等方面 为民营企业提供专业高效的服务，为青岛民营经济高质量发展贡献力量。 1月12日，中国电信青岛分公司党委书记、总经理李方春一行到访市工商联，就深化合作、助力民营企业数智化转型开展业务交流。市 ...

Core Viewpoint - The recent submission of 203,000 satellites by China to the International Telecommunication Union (ITU) marks the largest frequency and orbit resource application in the country's history, significantly boosting the commercial space sector and leading to increased activity in A-share commercial aerospace stocks [1][2]. Group 1: Satellite Submission Details - China submitted an application for 203,000 satellites, covering 14 satellite constellations, including low and medium Earth orbit satellites, with major contributors being China Star Network and Yuanxin Satellite [1][2]. - The application includes significant participation from commercial space enterprises and telecom operators, with the Radio Spectrum Development and Utilization and Technology Innovation Research Institute applying for two constellations (CTC-1 and CTC-2) that account for 95% of the total application [1][2]. - This submission is a routine procedure under ITU regulations, which requires countries to register satellite network data to gain international recognition and protect frequency resources from interference [2]. Group 2: Market Reactions and Implications - Following the announcement, A-share commercial aerospace stocks saw significant activity, with companies like Tongyu Communication and Jushi Holding experiencing multiple-day stock price increases [6]. - Experts caution that the transition from application to actual satellite launch will take time, and the market should maintain a rational perspective on the developments [6]. - The large-scale application is expected to activate the entire satellite manufacturing, launching, and operational industry chain, potentially leading to significant advancements in China's aerospace capabilities [7]. Group 3: Strategic Insights - The submission reflects a long-term national strategic layout and space resource planning, differing fundamentally from SpaceX's commercial expansion based on an established business model [7][8]. - The involvement of major telecom companies like China Mobile and China Telecom indicates that satellite internet is evolving into a crucial component of national infrastructure, enhancing resource mobilization and market reach [8]. - The increase in application scale signifies a shift in industry perception regarding low Earth orbit capacity, moving from smaller constellations to larger-scale projects, indicating a strategic evolution [8]. Group 4: Challenges and Future Directions - Key challenges for the industry include improving satellite manufacturing efficiency to automotive levels, significantly reducing launch costs, and creating a closed-loop system for aerial data and ground applications to realize commercial value [8][9]. - The resolution of these challenges will directly impact the successful realization of the proposed satellite network and its associated benefits [9].

2026.01. 12 本文字数：1390，阅读时长大约4分钟 作者 | 第一财经 钱童心 在中国商业航天多重利好影响下，2026年开年，卫星产业链表现持续强劲。1月12日，卫星ETF （563230）、卫星ETF易方达（563530）、卫星产业ETF（159218）、卫星ETF（159206）、 卫星ETF鹏华（563790）均触及涨停。 另据Wind数据，截至1月9日，中证卫星产业指数近一个月涨幅接近65%，国证商用卫星通信产业指 数近一个月涨幅也超过50%。多只卫星ETF近一个月的业绩涨幅也都超过60%，卫星产业相关ETF 及联接产品总规模达237.6亿元，较2025年末的121.1亿元接近翻倍。永赢国证商用卫星通信产业 ETF最新规模更是达到117.69亿元，成为市场上诞生的首个单只规模破百亿元的卫星ETF。 市场普遍认为，2026年将成为中国商业航天产业加速发展的元年，具备高进入壁垒、强政策支持和 明确订单可见性的产业中游，火箭发射、卫星制造等领域更具景气确定性。 有基金经理表示，近期商业航天板块利好消息密集释放，政策支持落地、行业标杆企业IPO推进等多 重利好因素等提振下，2026年中国商业航天板 ...

Core Insights - The article emphasizes the growing importance of ESG (Environmental, Social, and Governance) as a key metric for high-quality corporate development and a vital link between corporate value and social value [1][12] - The "2025 China Enterprise ESG Top 100" list was released by Sina Finance, evaluating over 5,000 A-share listed companies and mainland companies listed in Hong Kong using 18 industry ESG evaluation models and over 150 ESG indicators [1][12] - The list serves as a benchmark for industry development and provides valuable decision-making references for investors [12] Industry Overview - The ESG ecosystem in China is rapidly improving, with tightening regulatory policies and increasing market focus on ESG performance, making sustainable development capabilities a core competitive advantage for companies [1][12] - ESG is no longer seen as an optional enhancement but as an essential requirement for companies to meet global challenges and high-quality development demands [2][12] Company Highlights - China Telecom was recognized for its significant contributions in the ESG field, ranking 11th on the "2025 China Enterprise ESG Top 100" list, reflecting its strong performance in sustainable development practices [2][12] - The recognition of companies in the ESG Top 100 is a testament to their sustainable development efforts and aims to inspire other enterprises to integrate ESG principles into their strategic planning and operations [2][12]

畅通的网络不仅连起亲情，更点亮重建希望。53岁的王明荣搬进新家后，第一时间通过电信宽带与东北 求学的孩子视频，清晰画面让母子俩都放下牵挂。新营村村民王世文感慨，如今网络直达家门口，既能 随时联络亲人，还能线上学技术、找销路。他计划年后平整撂荒地，重拾种药、贩药老本行，通过网络 拓展销售渠道。 工作人员与受灾群众一起贴福字。汤浩 摄 中新网甘肃新闻1月12日电 2026年元旦清晨，兰州市榆中县马坡乡旧庄沟村灾后重建集中安置点暖意融 融。村民王建武的新居里，孙子孙女围着平板电脑与远房亲戚清晰视频拜年，儿子指尖滑动手机便能查 询中药材种植技术。"房子暖，网络更稳，和外界联系全不愁！"这份便捷，源于中国电信兰州分公司为 榆中灾区筑牢的通信保障线，目前6个集中安置点已实现327户通信全覆盖，让受灾群众"搬入即通网"。 随着榆中泥石流灾害抢险救援转入灾后重建阶段，中国电信兰州分公司迅速调整工作重心，从应急抢通 转向常态化保障与基础设施重建，制定"全域覆盖、优质高效、韧性可靠"的总体方案，全力打造抗灾能 力更强、服务质量更优的现代化通信网络，为灾区重建注入数字动能。 集中安置点是群众新家园，通信保障必须同步跟进。兰州电信提 ...