5G基站净增显著，通信设备ETF（159583）盘中涨幅达3.69%

Group 1 - The core viewpoint of the article highlights the significant activity in the telecommunications sector, with notable gains in communication services and equipment, driven by robust infrastructure development in 5G technology [1] - The Ministry of Industry and Information Technology (MIIT) reported that China has built a total of 4.598 million 5G base stations, an increase of 395,000 from the end of the previous year, with gigabit ports reaching 30.532 million and intelligent computing power scaling up to 788 EFLOPS [1] - There are over 20,000 "5G + Industrial Internet" construction projects nationwide, positioning China as the second-largest in total computing power globally [1] Group 2 - Analysts predict that by 2025, the telecommunications industry will experience a period of technological iteration and policy dividends, with growth driven by new productivity directions such as AI, quantum communication, and low-altitude economy [1] - The recovery of cellular IoT modules from inventory adjustments, along with ongoing construction of base stations, optical cables, and data centers, is expected to create new demands for devices, equipment, and service operations [1] - The telecommunications equipment ETF (159583) tracks the CSI Communication Equipment Theme Index (931271), with a high proportion of component stocks in optical modules and computing hardware, accurately reflecting the development trends in these industries [1]