本文来自微信公众号：天光要吃好，作者：帅气的Aca，题图来自：AI生成 前几年得知可以"携号转网"之后，我就一直想着换一个运营商，听其他朋友说他们每个月有用不完的流量、几百分钟的通话，也不过几十块钱，甚至还有 8块钱保号的。 后来联系了移动客服，告诉我需要在号码所在地的营业厅办理业务。某天趁着回家去了一趟中国移动，地图上搜出来第一个营业厅告知不办理，说整个区 只有两个营业厅可以，我就又跑了一趟。结果他们查了系统，发现有"保底消费"的合约，需要等它到期后再来一趟。 这一等又是两年，这期间还接到过不少给我优惠，但需要保底消费的移动的电话，我通通拒绝了。在多加了一张流量卡之后，我找移动沟通，能不能把流 量全部取消，只保留500分钟通话，客服明确说流量至少要1G，最后在去年更改为了500分钟通话+1G流量（98元）的套餐，算上亲情网，还是要100多。 我用过三个手机号，全都是移动的。 工作之后因为换了全球通，就再也没换过号码。刚到上海时，公司每个月提供500块话费报销额度，莫名其妙就有了300多的套餐，再后来换了工作，每月 固定话费支出100多。 昨天趁着回家，又想起来"携号转网"这件事，于是我直接跑去中国电信营业厅 ...

快查股权穿透数据显示，该公司由中国电信持股，出资比例为20.50%。 （来源：快查一企业中标了） 快查APP显示，中国电信相关公司中国铁塔股份有限公司于2025年9月28日发布一则招标信息，项目名 称为[公开竞争性谈判]中国铁塔2025年信息化领域软件授权采购项目-标段二数据库、原型设计及终端软 件公开谈判(竞争性谈判)公告，预算金额为151.55万元。 ...

Investment Rating - Industry rating: Recommended [4] Core Insights - The report emphasizes the potential growth of the Beidou satellite navigation system and its applications in various sectors, including telecommunications, smart grid, and emergency response, indicating a multi-faceted development landscape [1][6] - The report highlights the increasing focus on domestic AI computing power, driven by significant growth in companies like Alibaba Cloud and Huawei, suggesting a robust acceleration in the scale and application of domestic AI computing [2][11] - The telecommunications operators are positioned to leverage their natural advantages in network operations and customer integration to promote satellite technology penetration, with a stable profit outlook supported by AI empowerment and cost reduction [8][9] Summary by Sections Beidou and Satellite Applications - The Beidou system is expected to upgrade significantly, with a projected annual growth rate of over 3% in applications, leading to an estimated 420 million new devices by 2028 [6] - The report notes that the telecommunications operators are crucial in expanding satellite applications, with traditional mobile business revenues under pressure but new opportunities arising from AI and satellite communications [7][8] AI Computing Power - The report recommends focusing on domestic AI computing power, with key beneficiaries including Cambrian, Moer Thread, and SMIC, as the industry anticipates accelerated growth in AI applications [2][11] - The demand for optical modules and components is expected to rise due to AI computing needs, with companies like LightSpeed Technology and Huagong Technology positioned to benefit [12][13] Telecommunications Sector - The report identifies telecommunications operators as key players in the AI and computing infrastructure space, with a focus on cloud and smart upgrades, benefiting from the "East Data West Computing" strategy [9][18] - The report suggests that the telecommunications sector is at a turning point, with traditional revenue streams under pressure but new growth areas emerging in satellite and IoT applications [8][18] Edge Computing and Security - The edge computing sector is anticipated to see renewed growth opportunities, with companies like Wangsu Technology and Yuke Technology highlighted as beneficiaries [20][21] - The report also emphasizes the importance of information security, recommending companies like Unisplendour and Qihoo 360 as key players in this space [21]

Group 1 - The core viewpoint of the article is the announcement of a centralized bidding project by China Telecom Hunan for energy storage system construction from 2025 to 2027, with a total estimated budget of RMB 1,257,544,465.44 (including tax) [2][4] - The project involves the procurement of comprehensive construction contracts for energy storage systems across 14 cities and large data center parks in Hunan Province [4][6] - The planned construction period is set at 3 months for individual communication station energy storage systems and 6 months for individual data center energy storage systems [4][6] Group 2 - The project will not be divided into sections, and only one winning bidder will be selected based on the highest comprehensive score [8] - The maximum bid limit is set at RMB 125,754,465.44, with specific limits for equipment and construction portions [9] - Bidders must meet specific qualifications, including having a valid construction enterprise safety production license and relevant construction qualifications [10][11] Group 3 - The bidding process includes a qualification review, and any bids that do not pass this review will be rejected [16] - Bidders must register on the China Telecom Sunshine Procurement website to obtain bidding documents, which are free of charge [17][18] - The deadline for submitting bids is set for October 21, 2025, at 09:30 AM (Beijing time) [20]

近日，工业和信息化部印发《关于优化业务准入促进卫星通信产业发展的指导意见》（以下简称《指导 意见》），明确到2030年，卫星通信管理制度及政策法规进一步完善，各类经营主体创新活力充分迸 发，基础设施、产业供给、技术标准、国际合作等综合发展水平显著提升，手机直连卫星等新模式新业 态规模应用，发展卫星通信用户超千万，推动卫星通信充分融入新发展格局，有力服务经济社会高质量 发展。 《指导意见》发布不久，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"）颁发了卫星 移动通信业务经营许可证。这是工信部按照《指导意见》及时优化卫星通信市场准入，促进我国卫星通 信产业高质量发展的举措之一。 目前，我国华为Mate60系列、小米15 Ultra等多款机型已支持直连卫星功能。今年夏季北京暴雨"断 联"期间，？中国移动通信集团有限公司（以下简称"中国移动"）为用户提供免费北斗短信服务，无信 号时仍可发送定位求助信息。此前，中国电信集团有限公司已获得卫星移动通信业务牌照，并于2023年 9月首发手机直连卫星服务。 据悉，中国联通近日获得卫星移动通信业务经营许可后，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 ...

运营商财经网 陈聪敏/文 中国电信采购55万台WiFi设备，华为、瑞斯康达报价差几千万！具体是什么情况？ 该项目为中国电信政企融合网关增强版产品（2024-2025年）集中采购项目询比（第二次），早在2024 年12月，中国电信就发布了项目预选公告，计划共采购55万套产品，标包1为标准款（WiFi6），标包2 为增强款（WiFi7），在预算有效期内，采购人按年为周期进行预选评审，按需组织询比。 此次为项目第二次询比，9月5日，结果公示，标包1有三位成交供应商，按排名依次是华为、中兴通 讯、瑞斯康达；标包2有两位成交供应商，分别是华为、中兴通讯。此外，两个标包的备选供应商都是 烽火通信。 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。 标包1中，华为报价11398.08万元，是三位中标人中的最高报价，报价最低的是瑞斯康达，其响应报价 为7064.35万元，两者报价差距超过4300万元；中兴通讯报价9987.98万元，报价居中。标包2中，华为报 价8001万元，中兴通讯报价6657.77万元。 有意思的是，这种情况并非首次 ...

Core Insights - Tianyi AI, a subsidiary of China Telecom, has been recognized in the "2025 AI+ New Quality Productivity Leading Enterprises TOP100" and its Starry Super Intelligent Body has been included in the "2025 Enterprise-level AI Agent Applications TOP50" list, showcasing its significant advancements in AI technology [1][2]. Group 1: Company Achievements - Tianyi AI has developed a comprehensive AI capability stack, leveraging China Telecom's cloud-network integration, vast data resources, and diverse application scenarios to support large-scale AI development [1]. - The company has made breakthroughs in key areas such as AI large models, AI middle platforms, and big data, establishing a structured product system that includes standardized capabilities, integrated hardware and software services, industry solutions, and open development platforms [1][2]. Group 2: Product Launch - On September 10, Tianyi AI launched the Starry Super Intelligent Body, an AI engine designed to empower digital transformation for government and enterprise users by facilitating complex task breakdowns and solution planning [2]. - The Starry Super Intelligent Body is powered by China Telecom's self-developed Starry large model, which encompasses semantic, voice, visual, and multimodal capabilities, emphasizing its fully self-developed and domestically produced advantages [2]. Group 3: Industry Recognition - Tianyi AI's Starry Super Intelligent Body is recognized as a leading application in the enterprise-level AI agent category, reflecting its competitive position in the AI industry [3][6].

2025年中国国际信息通信展览会日前在北京开幕。中国电信通过"红色根脉·数智担当""云网深筑·智算领航""量子锚定·安全筑墙""人工智能·擎动新质""数智赋能·产业跃迁""智联万家·普慧 走进中国电信展区，一扇融合创新与未来感的"数智之门"吸引着所有人的目光。面对人工智能浪潮，中国电信乘势而上，推动企业战略向"云改数转智惠"升级，助力经济社会数智化转型发展。 展区核心位置展示了第一科技"息壤"，中国电信基于云网融合构建了"算力+平台+数据+模型+应用"一体化的智能云服务。在IaaS层，持续优化算力供给结构，提供覆盖通算、智算、超算及量子 "人工智能"展区是本次展会的焦点。中国电信持续深化"1+1+1+M+N"的人工智能体系化布局，重点展示了"星辰大模型"的最新进展。星辰大模型具备"全模态、全自研、全国产"的核心优势，在 现场展示的"天翼AI眼镜"仅重38克，采用人体工学设计与自适应镜腿调节，确保长时间佩戴舒适。配备五麦阵列与AI语音技术，支持远场唤醒与降噪，基于星辰大模型能够实现景点介绍、食物 智传网作为人工智能、通信与网络交叉的前沿理论，展示了智能在"端-边-云-网"之间自由流动的未来愿景。而基于该理论突破 ...

Market Overview - On September 26, the communication services sector declined by 1.36%, with significant losses in both online and offline segments [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Notable gainers in the communication services sector included: - Zhongjia Bochuan (000889) with a closing price of 3.73, up 10.03% and a trading volume of 452,900 shares [1] - Jiangxun Communication (603322) closed at 51.65, up 2.83% with a trading volume of 308,600 shares [1] - Major decliners included: - Online and Offline (300959) which fell by 10.37% to a closing price of 75.18 with a trading volume of 137,800 shares [2] - Ohfly Data (300738) down 5.54% to 21.98 with a trading volume of 708,100 shares [2] Capital Flow - The communication services sector experienced a net outflow of 900 million yuan from institutional investors, while retail investors saw a net inflow of 947 million yuan [2][3] - Specific stock capital flows showed: - Chaoxun Communication (603322) had a net inflow of 79.93 million yuan from institutional investors [3] - Zhongjia Bochuan (000889) saw a net inflow of 63.87 million yuan from institutional investors [3]

金磊 发自 凹非寺 量子位 | 公众号 QbitAI 正所谓 "得数据者得天下" ，这家央企算是把 高质量数据集 给玩明白了—— 超过 10万亿 tokens的通用大模型语料数据，以及覆盖 14个 关键行业的专业数据集，总存储量高达 350TB！ 如此庞大的体量，还不是杂乱无章的原始数据，而是经过精心标注和优化且包含多模态在内的行业数据，是随时可以在行业里"上岗"的那 种。 或许有小伙伴就要问了，这很重要吗？答案是非常确定的。 高质量数据集是经过采集、加工等数据处理，可直接用于开发和训练人工智能模型，能有效提升模型性能的数据的集合。建设高质量数据集 至关重要，因为它直接决定了AI模型的准确性、泛化性和可用性——优质数据是训练出高效准确模型的基础。 重要程度，可见一斑了。 那么这家央企到底是谁？ 不卖关子，它正是AI国家队—— 中国电信天翼AI ，其打造的 星辰MaaS平台 是建设高质量数据集的关键。 星辰MaaS平台像是一个数据精炼厂，通过四大核心协同运作，构建"数据—模型—服务"的完整闭环。 其中， 基模 作为"动力引擎"，提供基础认知与推理能力； 数据工具链 作为"原料库"，持续输送高质量的数据资源； 模 ...