中国电信卫星公司副总经理隋海鹰告诉中国证券报记者，很多业内专家都认为让3.6万公里外的卫星和 小小的手机实现通信几乎不可能。面对挑战，中国电信联合产业伙伴历时两年，攻克八大关键技术，完 成全国4万公里遍历测试，最终在2023年9月实现大众消费级手机直连卫星服务的全球首发，次年4月又 推出汽车直连卫星业务。 当暴雨围城、身处荒漠，与外界失联的危急时刻，一部能直连卫星的手机往往能够成为人们的"生命 线"。 继中国电信（601728）全球率先推出"手机直连卫星"商用服务之后，工信部近日向中国联通（600050） 颁发卫星移动通信业务经营许可。据悉，中国移动（600941）也在积极申请卫星移动通信业务经营许 可。随着更多运营商获颁卫星移动通信业务经营许可，"空天地一体化"的通信新时代正加速来临。 6G研发破冰、eSIM革新终端、物联网赋能百业……"十四五"以来，央企在多项前沿技术上取得的协同 突破，正汇聚成催生新业态的强大势能。业内人士认为，从万物互联到万物智联，从技术引领到生态塑 造，央企以创新为核、以惠民为本的发展之路，将进一步夯实数字中国的基石，为经济社会高质量发展 注入更强劲的动能。 天地一体：卫星通信织就安 ...

为破解传统天通卫星终端"平时用不到，用时找不到"的困境，中国电信全球率先推出"手机直连卫星"商 用服务。 ● 本报记者 杨洁 刘丽靓 当暴雨围城、身处荒漠，与外界失联的危急时刻，一部能直连卫星的手机往往能够成为人们的"生命 线"。 继中国电信全球率先推出"手机直连卫星"商用服务之后，工信部近日向中国联通颁发卫星移动通信业务 经营许可。据悉，中国移动也在积极申请卫星移动通信业务经营许可。随着更多运营商获颁卫星移动通 信业务经营许可，"空天地一体化"的通信新时代正加速来临。 6G研发破冰、eSIM革新终端、物联网赋能百业……"十四五"以来，央企在多项前沿技术上取得的协同 突破，正汇聚成催生新业态的强大势能。业内人士认为，从万物互联到万物智联，从技术引领到生态塑 造，央企以创新为核、以惠民为本的发展之路，将进一步夯实数字中国的基石，为经济社会高质量发展 注入更强劲的动能。 天地一体：卫星通信织就安全网 7月底，暴雨袭击北京怀柔，多个村庄因通信中断成为"孤岛"。关键时刻，网友"驴子"使用手机卫星通 话功能成功接通119，为被困村民打通了至关重要的"空中桥梁"。 这背后，是中国卫星通信技术迈向消费级市场的重大突破。 传 ...

快查APP显示，中国电信相关公司中电信量子信息科技集团有限公司于2025年9月25日发布一则招标信 息，项目名称为[中电量子]中电信量子信息科技集团有限公司2025年量子科技和产业大会服务项目(框 架)招标公告，预算金额为450.00万元。 （来源：快查一企业中标了） 快查股权穿透数据显示，该公司为中国电信全资子公司。 ...

Core Viewpoint - The series of lectures by frontline technology talents aims to inspire students with stories of dedication to national development and to cultivate a sense of mission among the youth [1][12]. Group 1: Event Overview - The event is part of a series of lectures organized by the Beijing Municipal Education and Technology Talent Work Leadership Group, featuring 36 frontline technology talents visiting over 20 universities from mid-September to mid-October [1]. - The lectures combine political education with practical experiences, allowing students to connect with real-world applications of their studies [1][5]. Group 2: Key Speakers and Their Contributions - Notable speakers include Hu Weiwu, Chairman and General Manager of Loongson Technology, who emphasized the importance of setting goals related to national interests and the need for hard work [6][11]. - Liu Qi, Chief Expert in Cybersecurity at China Telecom, shared insights on the importance of perseverance and the value of solitary efforts in achieving significant outcomes [6][7]. - Zheng Yu, Vice President and Chief Data Scientist at JD.com, encouraged students to embrace challenges and maintain a long-term vision for their careers [6][7]. Group 3: Educational Goals - The initiative aims to cultivate innovative talents capable of interdisciplinary thinking and problem-solving, aligning with the urgent needs of technological innovation and industrial transformation [3][4]. - The lectures serve to enrich the teaching materials for ideological and political education in universities, enhancing the relevance and impact of classroom learning [5][12]. Group 4: Student Engagement - Students expressed admiration for the speakers' dedication to national service and their impactful stories, which resonate with the current technological landscape and the importance of contributing to national development [10][11]. - The event aims to instill a sense of responsibility and mission among students, encouraging them to actively participate in the construction of a digital China and contribute to the nation's progress [7][12].

Core Viewpoint - The 2025 China International Information Communication Exhibition emphasizes the integration of digital and real economies, showcasing the latest achievements in the information and communication industry as a new engine for future development [1][3]. Group 1: Industry Insights - The exhibition highlights the role of the information and communication industry in driving the deep integration of digital and real economies, fostering new productivity [1][3]. - The Chief Engineer of the Ministry of Industry and Information Technology, Zhong Zhihong, stated that the current era is crucial for advancing national rejuvenation and that the industry must seize strategic opportunities to promote this integration [5][6]. - The International Telecommunication Union (ITU) praised China's contributions to global technology standards, particularly in AI and quantum computing, and expressed a desire for deeper international cooperation [5][6]. Group 2: Technological Developments - The exhibition features advancements in technologies such as 5G-A, AI applications in spatial governance, low-altitude smart networks, and satellite internet integration [6][8]. - The main forum of the event emphasized the acceleration of new-generation information technologies, including 5G, AI, big data, and cloud computing, as vital carriers of new productivity [8]. - A keynote report highlighted AI as a core variable in the new stage of digital and real economy integration, with cloud computing as a key support [8]. Group 3: Event Highlights - The exhibition will run until September 26, featuring over ten events, including award ceremonies and the release of more than twenty research reports and action plans [8]. - The event also includes the "2025 BRICS Digital Economy and Trade Investment Forum," aimed at expanding international cooperation and building a global digital governance system [8].

具备8级抗震、12级抗风能力的中国铁塔新型抗灾超级基站，配备高强度机房、专用油机、大容量蓄电 池及"架构光缆+卫星链路"双传输系统，确保极端灾害下通信生命线畅通；跨越千里的5G+4K"深海养殖 直播连线"中，观众通过触控屏启动指令后，远在珠海养殖平台上的无人机随即起飞，将海鲜运往附近 岛屿…… 9月24日，2025年中国国际信息通信展览会在北京开幕。作为信息通信行业发展的风向标，本届展会 以"推动数实深度融合共筑新质生产力"为主题，全面展示行业最新成果与应用前景。 另一边的"天翼AI眼镜"则配备五麦阵列与AI语音技术，可基于星辰大模型实现景点介绍、实时翻译等多 模态AI识别功能。 展会上，行业大模型与智能体、5G-A与AI的深度融合场景集中亮相，数智化未来的图景徐徐展开…… 人工智能热潮之下，信息通信业积极布局、谋求新机。中国电信副总经理栾晓维介绍，中国电信实现通 算、智算、超算及量子计算异构算力全覆盖，加快智算平台升级，推出全模态、全尺寸、全国产的星辰 大模型，满足大模型选配、应用、场景创新等多样化需求，推出80多个行业大模型和30多个智能体应 用。 中国移动副总经理程建军介绍，中国移动建成13个全国性、区 ...

Group 1 - China Tower Corporation, a subsidiary of China Telecom, announced a tender for IT system data labeling services with a budget of 6.25 million yuan [1] - The tender was published on September 24, 2025, indicating ongoing investment in IT infrastructure [1] - China Telecom holds a 20.50% stake in China Tower Corporation, highlighting the strategic partnership between the two companies [1]

Market Performance - On September 24, the communication services sector rose by 0.39% compared to the previous trading day, with Zhongbei Communication leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Individual Stock Performance - Zhongbei Communication (603220) closed at 26.51, with a gain of 6.30% and a trading volume of 587,100 shares, amounting to a transaction value of 1.526 billion yuan [1] - Other notable performers included: - Fengzhushou (301382) at 36.76, up 4.37% [1] - Hengshi Technology (300513) at 9.33, up 3.67% [1] - Runze Technology (300442) at 54.22, up 3.16% [1] - Jida Communication (300597) at 9.20, up 3.02% [1] Capital Flow Analysis - The communication services sector experienced a net outflow of 9.1232 million yuan from institutional investors, while retail investors saw a net inflow of 400.1 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Detailed Capital Flow for Selected Stocks - Zhongbei Communication saw a net inflow of 201 million yuan from institutional investors, but a net outflow of 5.1888 million yuan from speculative funds [3] - China Unicom (600050) had a net inflow of 182 million yuan from institutional investors, with a significant outflow from speculative funds [3] - Other stocks like Putian Technology (002544) and Aofei Data (300738) also showed varied capital flows, indicating differing investor sentiments across the sector [3]

Core Viewpoint - The article highlights the transformation of Qingyang from a traditional energy city to a key hub in China's computing power landscape, driven by the "East Data West Computing" national strategy, with a focus on attracting AI and digital economy enterprises [2][4][12]. Group 1: Industry Transformation - Qingyang is emerging as one of the eight major computing power hubs in China, leveraging its abundant renewable energy resources to establish a national data center cluster [4][10]. - By August 2025, Qingyang's computing power scale is expected to exceed 66,000 PFlops, with projections to surpass 100,000 PFlops by the end of the year, positioning it among the top tier of national computing power clusters [4][10]. - Over 300 digital economy enterprises have gathered in Qingyang, with half being leading companies in the AI sector [4][10]. Group 2: Investment and Infrastructure - Significant investments have been made in Qingyang's computing infrastructure, including projects from China Telecom, China Mobile, and China Energy, with total investments reaching billions [11]. - In 2023, China Telecom invested approximately 4.47 billion yuan in the first phase of its smart recovery center, while China Energy committed 5.5 billion yuan to a zero-carbon big data industrial park [11]. - The establishment of a 1 billion yuan computing power voucher policy aims to reduce R&D costs for enterprises by 30%, attracting major AI companies to set up training bases [7][16]. Group 3: Emerging Sectors - Qingyang is also developing a low-altitude economy, with investments in drone technology and related industries, positioning itself as the first "low-altitude economy city" in the province [12][14]. - The city has introduced a 10 billion yuan industrial development guidance fund to support emerging industries such as AI and low-altitude economy, leveraging a "fiscal + financial" model to attract social capital [14][16]. - The establishment of a comprehensive planning system for low-altitude economic development is underway, ensuring orderly progress in this sector [16]. Group 4: Challenges and Future Outlook - Despite the advancements, challenges remain, including an incomplete supporting industrial chain and difficulties in attracting high-end talent [16]. - The article expresses optimism for Qingyang's future as it continues to develop its computing power capabilities and explore new industrial narratives [17].

Group 1 - The core viewpoint is that China Telecom's security business has shown significant growth in the first seven months of the year, with revenue approaching 3 billion yuan and a double-digit year-on-year growth rate [1][3] - In the first seven months, the cumulative revenue of China Telecom's security business reached over 2.9 billion yuan, with a notable increase from over 1 billion yuan in the first three months and over 1.6 billion yuan in the first five months [3] - The year-on-year growth rate of the security business revenue exceeded 15% in the first seven months, surpassing previous months' growth rates, which included single-digit growth in the first three months and negative growth in the first five months [3] Group 2 - The rapid growth is attributed to the revenue from China Telecom's cloud security product, which reached over 2.3 billion yuan, accounting for over 80% of the total security business revenue, with a year-on-year growth of over 45% [3] - In July, however, the security business revenue experienced a significant decline of approximately 30% year-on-year, marking one of the largest drops this year, with the specific reasons for this decline remaining unclear [3] - The management team of Tianyi Security Technology Company, a subsidiary of China Telecom, is noted to be strong, including General Manager Liu Ziqian and Deputy General Managers Wang Chao, Yang Yang, and Liu Changbo [3]