通信行业周报：陕西发布物联网产业标准，中国5G发展大会召开

Investment Rating - The report maintains an "Overweight" rating for the communication industry [4]. Core Insights - The report highlights the establishment of a standard system for the sensor and IoT industry in Shaanxi, which is expected to benefit the industry chain [13]. - The successful launch of a satellite internet technology test satellite from the Hainan commercial space launch site is anticipated to accelerate the development of satellite internet [14]. - The 2024 China 5G Development Conference emphasized the deepening application and technological upgrades of 5G, which will enhance its integration into various sectors of the economy [15]. Summary by Sections 1. Core Insights and Investment Recommendations - The report emphasizes the construction of a standard system for the sensor and IoT industry in Shaanxi, which includes 341 standards across 23 subcategories [13]. - The launch of the Long March 12 rocket from Hainan signifies a major step in the commercial space industry, enabling high-density satellite launches [14]. - The 2024 China 5G Development Conference indicates a shift towards deeper applications and technological upgrades in 5G, with a focus on innovation and integration with AI and other technologies [15]. 2. Market Review - During the week of December 9-13, the A-share Shenwan Communication Index rose by 1.91%, outperforming the CSI 300 Index by 2.92 percentage points [19]. - The communication services sector saw a significant increase of 5.22%, while the communication equipment sector had a modest rise of 0.34% [21]. - The communication application value-added services sector led with an 11.82% increase, while other communication equipment sectors experienced declines [24]. 3. Industry News - The Shaanxi provincial government has issued guidelines to standardize the sensor and IoT industry, aiming for a complete standard system by the end of 2027 [31]. - The successful operation of the Hainan commercial space launch site is expected to expedite the establishment of satellite internet networks [32]. - The 2024 China 5G Development Conference highlighted the government's commitment to advancing 5G technology and its applications across various industries [32]. 4. Company Dynamics - China Mobile has launched an initiative to promote integrated sensing technology and industry applications, collaborating with various partners [35]. - Haige Communications has developed a low-altitude flight management service platform, enhancing efficiency in flight operations [35]. 5. Company Announcements - Tianyi Co. has been shortlisted for a major procurement project by China Telecom [39]. - Pingzhi Information has been announced as a candidate for a significant project with China Unicom, valued at approximately 89.05 million yuan [39].