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总量向好、增收乏力 通信业仍处转型阵痛期
Zhong Guo Jing Ying Bao· 2026-01-30 19:33
随着2025年成绩单的正式出炉,中国通信业走到新的十字路口。 中经记者 谭伦 北京报道 2026年1月28日,工业和信息化部(以下简称"工信部")正式发布2025年通信业统计公报。公报显示, 2025年,按照上年价格计算,我国电信业务总量同比增长9.1%,较国内生产总值(GDP)增速高出4.1 个百分点,为拉动经济增长作出积极贡献。 与此同时,网络基础设施继续完善。公报显示,截至2025年年底,我国5G基站数达483.8万个,占移动 电话基站数比重达37.6%,平均每万人拥有5G基站34.4个,高于"十四五"规划发展主要目标8.4个;国内 移动电话用户规模达18.27亿户,普及率达130部/百人,较全球平均水平(107.5部/百人)高出22.5个百 分点。 其中,5G移动电话用户数达12.04亿户,年净增达1.9亿户,在移动电话用户中占比超六成,约为 65.9%,达全球平均水平的2.1倍,占比较上年年末提高9.2个百分点。此外,5G-A、万兆网络试点部 署,5G RedCap基站数达206.4万个,5G-A覆盖超330个城市,首批168个小区、工厂和园区的万兆光网 试点部署顺利开展。 但是,电信业务收入增速却 ...
工信部:2025年我国电信业务收入累计完成1.75万亿元 比上年增长0.7%
智通财经网· 2026-01-28 06:36
智通财经APP获悉,工信部统计数据显示,经初步核算,2025年我国电信业务收入累计完成1.75万亿 元,比上年增长0.7%。按照上年价格计算的电信业务总量同比增长9.1%。2025年,完成固定互联网宽 带接入业务收入2896亿元,比上年增长5.9%,在电信业务收入中占比由上年的15.9%提升至16.5%,拉 动电信业务收入增长0.9个百分点。2025年,完成移动数据流量业务收入6097亿元,比上年下降3.1%, 在电信业务收入中占比由上年的36.2%降至34.8%。 经初步核算,2025年电信业务收入累计完成1.75万亿元,比上年增长0.7%。按照上年价格计算的电信业 务总量同比增长9.1%。 (注:自2020年起电信业务总量开始采用上年不变价计算方法) 新兴业务收入小幅增长。2025年,完成云计算、大数据、移动物联网、数据中心等新兴业务收入4508亿 元,比上年增长4.7%,在电信业务收入中的占比由上年的25%提升至25.7%,拉动电信业务收入增长1.2 个百分点。其中,云计算、大数据、移动物联网业务收入比上年分别增长2.9%、7.8%和4.9%。 原文如下: 2025年通信业统计公报 2025年,工业和信 ...
让Agent画思维导图稳固长期记忆:新框架实现稳定长期学习,准确率提升38%
量子位· 2026-01-26 10:14
TeleMem团队 投稿 量子位 | 公众号 QbitAI 思维导图曾被证明可以帮助学习障碍者快速提升成绩,那么当前已经可堪一用的智能体系统如果引入类似工具是否可以帮助改善长期学习记 忆能力呢?有研究团队做出了探索性尝试。 在长上下文和Agent应用不断落地的过程中,越来越多研究者开始意识到,如果Agent需要像人一样持续学习、不断积累经验并形成稳定的 认知结构,仅依赖传统RAG的"检索式记忆"已经难以支撑长期演化。 传统RAG在"长期记忆管理"和"持续学习承载能力"两个层面,正在同时暴露出结构性瓶颈。 向量数据库擅长相似度检索,却难以表达时间顺序、因果关系和状态演化;随着历史数据规模持续增长,系统成本不断上升,也更容易出现 记忆漂移、逻辑断裂以及隐性的知识遗忘。 当Agent的交互跨度从"单轮问答"扩展到"跨月甚至跨年的持续运行"时,这种碎片化记忆结构会直接限制其学习能力与行为稳定性。 近期,中国电信人工智能研究院 (TeleAI) 研究团队提出了一种基于DAG (有向无环图) 的通用记忆框架—— TeleMem ,从"数据结 构层"重新设计Agent的记忆组织方式,使记忆不仅可检索,而且可持续累积、可回溯 ...
Ademi LLP Investigates Claims of Securities Fraud against Chagee Holdings Limited
Prnewswire· 2026-01-20 22:31
MILWAUKEE, Jan. 20, 2026 /PRNewswire/ -- Ademi LLP is investigating possible securities fraud claims against Chagee Holdings Limited (NASDAQ: CHA). The investigation results from inaccurate statements Chagee may have made regarding its business operations and prospects. Click here to join our investigation or to obtain additional information, or contact us at [email protected] or toll-free: 866-264-3995. There is no cost or obligation to you. The investigation focuses on Chagee's representations with respe ...
一颗甜瓜甜了家乡 一片大棚富了乡亲
Xin Lang Cai Jing· 2026-01-20 21:55
Core Insights - The article highlights the integration of technology in modern agriculture to promote rural revitalization and economic development in Xinjiang Town, focusing on the "Nayun Sweet Melon" brand and its impact on local farmers [2][4][6]. Group 1: Economic Development - Xinjiang Town is enhancing its economic development mechanisms to promote high-quality growth, focusing on the integration of the real economy and digital economy [2]. - The "Nayun Sweet Melon" base, supported by China Telecom, is a key player in modern agricultural platform construction, utilizing smart agriculture technologies [2][4]. Group 2: Agricultural Innovation - The base employs advanced technology for monitoring and managing greenhouse conditions, leading to improved crop yields and quality [5]. - The first batch of sweet melons was successfully marketed in May 2023, achieving significant economic benefits and expanding its market reach to regions like the Yangtze River Delta and Pearl River Delta [5]. Group 3: Community Impact - The initiative has encouraged local farmers to participate in the cooperative, with over a hundred households benefiting from various income channels, including land transfer and cooperative farming [5]. - The village's collective economic income surpassed 500,000 yuan for the first time in 2023, demonstrating the positive impact of the agricultural project on the local economy [5]. Group 4: Future Prospects - The brand aims to enhance its recognition and explore agritourism opportunities to further increase local economic benefits and support community wealth [6].
Chagee Shareholders are Encouraged to Reach Out to Johnson Fistel for More Information about Potentially Recovering Their Losses
TMX Newsfile· 2026-01-20 14:06
San Diego, California--(Newsfile Corp. - January 20, 2026) - Johnson Fistel, PLLP is investigating whether Chagee Holdings Limited ("Chagee") (NASDAQ: CHA) or any of its executive officers violated securities laws by misrepresenting or failing to timely disclose information to investors. The investigation focuses on investors' losses and whether they may be recovered under federal securities laws.What if I purchased Chagee securities?If you purchased Chagee securities and suffered losses on your investment ...
餐饮、潮玩及家电行业周报-20260118
Haitong Securities International· 2026-01-18 14:34
Investment Rating - The report assigns an "Outperform" rating to several companies including Pop Mart, Anta Sports, Huazhu Group, Li Ning, Miniso, Atour Group, and Xtep International, with target prices ranging from 6.99 to 354.00 [1]. Core Insights - The integration of AI and advertising models is gradually taking effect, with Generative Engine Optimization (GEO) expected to dominate the traffic competition in the AI-driven search era. The GEO market is projected to grow significantly, with a forecasted global market size of USD 11.2 billion in 2025, reaching USD 100.7 billion by 2030 [3][13]. - Key companies in the sector, such as Qingmu Technology, are actively developing their e-commerce ecosystems and leveraging proprietary systems to enhance their market position [4]. Company Performance - Top performers this week include Guoquan (+11.9%), Haidilao (+10.7%), Nayuki (+6.5%), SuperHi (+5.4%), and Hisense (+3.8%). Conversely, underperformers include JS Global Life (-4.6%), Roborock (-5.2%), TCL Electronics (-6.3%), Chagee (-8.2%), and Pop Mart (-9.3%) [6][14]. - Haidilao has appointed Zhang Yong as CEO, aiming to bring new perspectives and enhance board efficiency [8][15]. Industry Dynamics - Qdama and YUEN KEE FOOD have submitted listing applications to the Hong Kong Stock Exchange, with projected revenues showing growth [11][12]. - Big Catering has also submitted a listing application, with significant revenue growth reported for 2024 and Q3 2025 [12].
国资委公开80多家央企负责人薪酬
Sou Hu Cai Jing· 2026-01-17 13:14
Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) disclosed the salary information of over 80 central enterprise leaders for the year 2024, indicating a stable salary range without extreme high salaries, showcasing significant industry differentiation [1][5]. Group 1: Salary Disclosure - The disclosure of salary information is part of SASAC's ongoing efforts to enhance transparency in key areas and respond to public concerns [2]. - The overall salary of central enterprise leaders in 2024 remains within a stable range, characterized by "top leaders leading, median concentration, and low compliance," with no extreme high salary phenomena observed [5]. Group 2: Salary Rankings - The top tier of salaries is dominated by leaders from telecommunications and energy central enterprises, with China Mobile's former chairman Yang Jie leading with a pre-tax salary of 1.2582 million yuan, followed by China Telecom and China Unicom chairmen with salaries of 1.2160 million yuan and 1.2101 million yuan respectively [6]. - In the energy sector, PetroChina's chairman Dai Houliang and general manager Hou Qijun both have an annual salary of 978,500 yuan, ranking first among energy central enterprises [7]. - Other notable salaries include China Huaneng Group's chairman Wen Shugang at 961,700 yuan and State Power Investment Corporation's chairman Yu Bing at 953,700 yuan, both of whom are also in the top tier [8]. Group 3: Salary Distribution - The second tier includes core central enterprises in electricity, construction, and automotive industries, with notable figures such as State Grid's chairman Zhang Zhigang earning 735,000 yuan and China National Nuclear Corporation's chairman Yang Changli earning 930,000 yuan [15]. - The third tier consists of central enterprises with strong public welfare attributes, such as China Forestry Group's chairman Shan Zhongli and Overseas Chinese Town Group's chairman Zhang Zhenggao, both earning 438,500 yuan, which is below the average level for central enterprises [16]. Group 4: Salary Variability - Within the same industry, the salary differences among central enterprise executives are manageable, with the highest annual salary for energy central enterprise chairmen (PetroChina at 978,500 yuan) and the lowest (National Pipeline Network at 872,900 yuan) showing a difference of about 100,000 yuan [20].
“最热闹的地方都不一定能赚到钱了”,茶饮离规模天花板还有多远?
3 6 Ke· 2026-01-16 03:23
2025茶饮"围城"。当规模叙事终结之后,茶饮赛道又呈现出怎样的存量博弈局面? "老炮都不一定赚得到钱,小白怎么可能赚到钱?"李强笑着说。 他是自媒体"强哥聊餐饮"的主理人。从2020年开始,他以财务合伙的方式跟投了多个茶饮项目,有的月营业额能稳定在30-40万元,有的店至今仍未收回 成本。 在他看来,茶饮这门生意早就过了踏实肯干就能赚大钱的阶段,选择远远大于努力。 回顾2025年,茶饮行业,可谓冰火两重天。 古茗、蜜雪冰城、霸王茶姬、沪上阿姨陆续上市,加上之前的奈雪的茶、茶百道,茶饮赛道上市公司扩至六家;蜜雪冰城的全球门店数达到了惊人的4.7 万家,古茗也在高速扩张后成为第二个万店茶饮品牌;而二季度开始的外卖大战将各家单量推向新高的同时,又不可避免地让利润承压…… 许多迹象表明,新茶饮的规模叙事似乎已经接近尾声,而在存量竞争之下,有的人还在砸钱开店,有人却可能熬不过这个冬天。 最热闹的地方都不一定能赚到钱了 广州天河南一路,这里曾是中国茶饮市场的微观缩影。 地处顶级商圈,人流如织,鼎盛时期半条街都被各色茶饮店占据,这里也被称为"茶饮一条街"。 詹阳(化名)在这里做了十几年中介,手握整条街50多个业主资源。他 ...
中国宣布取消太阳能及电池产品出口增值税退税-China Bubble & Brew_ What‘s happening_ Our views, and takeaways from the expert call
2026-01-15 06:33
J P M O R G A N Asia Pacific Equity Research 11 January 2026 China Bubble & Brew What's happening? Our views, and takeaways from the expert call What happened? Our take: back to organic We believe the investment thesis for the China FMD sector is now leaning more towards the organic fundamentals, and away from the external swing factors. With incrementally more evidence and new growth drivers in sight, we expect to see more market discussions on the basics instead of the on-and-off of delivery subsidies. Co ...