Group 1 - China has built the world's largest and technologically advanced information and communication network, with over 4.395 million 5G base stations established, integrating 5G applications into 86 out of 97 categories of the national economy [1] - The 5G-A network, which offers higher speeds and enhanced performance, is being piloted in various production and life scenarios, including the world's first 5G-A open-pit mine in Inner Mongolia [1] - The upcoming International Telecommunication Union meeting in Geneva will focus on wireless access, industrial private networks, smart transportation, and frequency spectrum technology [2] Group 2 - Major telecom operators in China, including China Telecom, China Mobile, and China Unicom, are seizing opportunities from increased computing power investments by leading internet companies and expanding their market reach [3] - ZTE is actively promoting AI applications in various sectors, including telecommunications and energy, and has launched AI-integrated products for personal and home use [3] - AsiaInfo Technology has developed an industry-specific XGPT model, with over 60 orders and practical projects in telecommunications, energy, and transportation, maintaining a leading position in cloud-network integration products [3]
港股概念追踪|规模最大信息通信网在中国 机构看好通信板块估值修复(附概念股)