证券日报网讯1月9日，中科信息（300678）在互动平台回答投资者提问时表示，公司与中国民用航空飞 行学院、北京航空航天大学成都创新院是低空联合创新战略合作伙伴，与中飞院在科研合作、学生实习 与就业、联合实验室建设领域深入合作；与北航成都创新院在航空航天智能制造技术研发、空天信息技 术创新及共建联合实验室方面达成合作。在与两家单位合作的基础上，公司将联合生态合作伙伴，在低 空智能交通管控模型、无人机适航认证技术、高能量密度电池等领域共同进行技术攻关，立足天府新区 开发建设低空智联网示范区，并率先在金融押运、应急救援、新型物流、公共安全、智慧农业等场景开 展落地应用。 ...

12月26日，成都都市圈低空经济产业交流对接会在江苏南京举办。本次活动由四川省发展和改革委员会（省低空经济产业链链长办公室）、四 川省推进成德眉资同城化发展领导小组办公室指导，成都、德阳、眉山、资阳四市低空经济牵头部门联合主办，活动以"携手都市圈 共享新机 遇"为主题，旨在更好融入国家区域协调发展大局，深化与长三角地区在产业链、创新链、资金链等方面交流合作。来自长江头尾两地政府部 门、企业机构、专家学者100余人齐聚一堂，参会单位涵盖研发制造、基础设施、场景应用、学术研究、行业监管等低空经济产业链上下游全 链条，大家共话低空经济发展新趋势，交流新技术，畅想新未来。 图片来源：主办方提供 产业推介精准发力 促进优质资源要素双向流动 "我们通过'总部+基地''研发+制造'等协作模式，协同共建成德临港经济产业带、成眉高新技术产业带、成资临空经济产业带，推动航空装备等 9条重点产业链产值总规模突破1.2万亿元，国家级产业集群增至21个。"四川省推进成德眉资同城化发展领导小组办公室相关负责人表示。 作为国家层面批复的第三个都市圈，中西部首个国家级都市圈，成都都市圈正迎来低空经济黄金发展期。产业基础方面，都市圈集聚航空航 ...

强化基础设施与网络布局。基础设施是低空物流发展的前提保障。无人机安全有序运行离不开地面设施 设备的支撑，要加速推动无人机起降场地、通用机场、低空飞行器充电站和维修站等地面保障基础设施 建设。有效发展基础设施网、通信导航网、空中航路网、低空服务网等多网融合的低空智联网建设，为 低空安全飞行保驾护航。 推动规模化应用与关键环节的技术突破，有效降低低空物流成本。低空物流运营的关键在于规模化，规 模化的前提是标准化。推动物流企业、地方政府、低空飞行器生产商、金融机构等多方强强联合，实现 技术研发标准化、低空运载高效化、飞行路径优化，提升运营效率；通过技术创新，推进无人机动力系 统轻量化、模块化设计，不断降低综合物流成本。 推动一体化商业模式创新。工业和信息化部、科学技术部等四部门印发的《通用航空装备创新应用实施 方案（2024—2030年）》提出，在无人物流、城市空中交通等新兴应用领域，鼓励龙头企业探索形成产 品研制、场景构建、示范运行一体化的商业模式。这是促进通用航空装备制造与服务业高效融合的重要 举措。应落实落细相关部署，积极探索制造、运营一体化，形成"研发+制造+运营"闭环。以场景拓展 推动技术迭代升级、成本逐 ...

格隆汇12月3日丨浩瀚深度(688292.SH)在投资者互动平台表示，公司在运营商部署的网络可视化系统连 续多年参与了国家重大事件网络保障工作，经受了实战验证。浩瀚深度的技术可以应用或已经应用于您 提到的部分领域。例如：在智能汽车与智能交通领域，公司已经为多个车路云一体化自动驾驶示范区提 供安全监测管理以及身份认证系统，并在多家车企提供汽车信息安全监测与运营管理系统，为高端品牌 外资车企提供汽车v2x身份认证运营服务；另外基于智能化技术在车路云一体化示范区提供交通安全智 能体，解决交通异常分析与态势预测等问题；同时，公司提供的"车路云一体化"安全解决方案，包括交 通态势分析、拥堵预测等，已在自动驾驶领域得到落地。 在低空智联网领域，公司已经携手移动运营 商提供低空无人机安全监测管理系统。 在算力网络领域，为应对AI大模型带来的大规模算力需求，浩 瀚深度已经布局下一代高性能智算交换机，其核心目标是为大型数据中心提供高带宽、低时延的网络连 接与智能运维能力。 ...

格隆汇12月3日丨浩瀚深度(688292.SH)在投资者互动平台表示，公司在运营商部署的网络可视化系统连 续多年参与了国家重大事件网络保障工作，经受了实战验证。浩瀚深度的技术可以应用或已经应用于您 提到的部分领域。例如：在智能汽车与智能交通领域，公司已经为多个车路云一体化自动驾驶示范区提 供安全监测管理以及身份认证系统，并在多家车企提供汽车信息安全监测与运营管理系统，为高端品牌 外资车企提供汽车v2x身份认证运营服务；另外基于智能化技术在车路云一体化示范区提供交通安全智 能体，解决交通异常分析与态势预测等问题；同时，公司提供的"车路云一体化"安全解决方案，包括交 通态势分析、拥堵预测等，已在自动驾驶领域得到落地。 在低空智联网领域，公司已经携手移动运营 商提供低空无人机安全监测管理系统。 在算力网络领域，为应对AI大模型带来的大规模算力需求，浩 瀚深度已经布局下一代高性能智算交换机，其核心目标是为大型数据中心提供高带宽、低时延的网络连 接与智能运维能力。 ...

Investment Rating - The investment rating for China Unicom is "Buy" [1] Core Views - The company has shown significant user growth, with mobile users reaching 356 million, a net increase of 12.48 million, and broadband users at 129 million, a net increase of 6.79 million, marking the highest net user growth in recent years [3] - Revenue for the first three quarters of 2025 was 292.985 billion yuan, a year-on-year increase of 0.99%, while net profit attributable to shareholders was 8.772 billion yuan, up 5.20% year-on-year [2] - The company is focusing on enhancing its satellite internet and low-altitude smart network capabilities, having received a business license for satellite mobile communication [5] - The gross margin improved to 27.0%, an increase of 1.0 percentage point year-on-year, contributing to profit growth [4] Summary by Sections User Growth and Business Development - The company achieved a record net increase in users, with mobile users at 356 million and broadband users at 129 million, alongside over 700 million IoT connections [3] Financial Performance - For Q3 2025, revenue was 92.783 billion yuan, with a net profit of 2.423 billion yuan, reflecting a year-on-year increase of 5.40% [2] - The gross margin for the first three quarters was 27.0%, and the net profit margin was 6.8% [4] Strategic Initiatives - The company is investing in 5G-A and broadband upgrades, with a total computing power exceeding 35 EFLOPS, and is expanding into 6G and quantum technology [5] Investment Recommendations - The company is expected to see continued revenue growth driven by its intelligent computing business, with projected revenues of 404.1 billion yuan in 2025, 419.15 billion yuan in 2026, and 434.74 billion yuan in 2027 [6]

Core Viewpoint - The launch of "Nine Thousand Miles Plan 2.0" by Xinke Mobile marks a significant upgrade in China's efforts to reshape the global satellite internet landscape, emphasizing collaboration across various sectors to achieve seamless global coverage [1][4]. Group 1: Plan Overview - "Nine Thousand Miles Plan" aims to build a satellite-ground integrated network with the guidance of the government, collaborating with operators, commercial aerospace, the communication industry chain, universities, and research institutions [4]. - The 2.0 version focuses on deepening industrial collaboration and application expansion based on prior technological accumulation and ecosystem development [4]. Group 2: Technical and Product Development - Xinke Mobile has established a complete satellite internet industry chain, offering end-to-end technical and engineering services, including satellite base stations, phased array antennas, ground gateways, dedicated terminals, core networks, and management systems [5]. - The company integrates satellite internet with terrestrial 5G/6G networks, exploring a multi-network collaborative communication model that addresses both urban high-capacity needs and connectivity gaps in remote and emergency scenarios [5]. Group 3: Standards and Future Outlook - Xinke Mobile is actively promoting the construction of a satellite-ground integration standard system, achieving breakthroughs in the 3GPP NTN standard framework and leading multiple standardization initiatives [4]. - The release of the "Low-altitude Intelligent Network Scenario and Key Technology White Paper" outlines the relationship between low-altitude intelligent networks and the low-altitude economy, proposing a system architecture and key technology routes for future development [5].

Core Viewpoint - The "Telecommunications, Computer and Information Services Special Exhibition" held at Shougang Park from September 10 to 14, 2025, focuses on digital service trade and high-tech industries, showcasing advancements in digital technology and international service trade [1] Group 1: Exhibition Theme and Focus - The exhibition is themed "Digital Intelligence Links the World," emphasizing the importance of digital service trade and high-precision industries [1] - Key areas of focus include digital technology, telecommunications services, AI, humanoid robots, low-altitude intelligent networks, and technology innovation incubation [1] Group 2: Highlights and Innovations - The "Beijing Plan Exhibition" for digital services stands out as a highlight of this year's special exhibition [1] - The exhibition aims to promote service trade development through new technologies and experiences [1]

Group 1 - The core viewpoint of the article is that Beikong Technology (北纬科技) is involved in various emerging industries through its stake in a company called Bicoqi, which provides products that empower operators in multiple sectors [1] Group 2 - Beikong Technology's products are applicable in public networks, 5G private networks, satellite internet, low-altitude smart networks, industrial internet, and vehicle networking [1]

Core Insights - The event in Changsha, Hunan, focused on the integration of mobile information and modern industrial chains, marking a significant development opportunity in the low-altitude economy [1] - The low-altitude economy is recognized as a key driver for national modernization, with major companies like China Mobile poised to benefit from favorable national policies [1] - China Mobile has proposed a comprehensive "communication, navigation, perception, and control" technology framework to advance the low-altitude smart network infrastructure [1] Group 1 - China Mobile, in collaboration with industry giants, unveiled a low-altitude smart network experimental device, which is expected to facilitate the development of the low-altitude economy [1] - The establishment of the "Low-altitude Smart Network Integration Innovation Laboratory" in Beijing aims to bridge theory and practice by simulating real low-altitude environments [3] - The "Low-altitude Smart Network Pilot Verification Platform" in Chengdu integrates various cutting-edge technologies, enhancing the transition of innovative results from the lab to practical applications [3] Group 2 - The low-altitude smart network experimental device consolidates key technological resources and promotes large-scale application trials in low-altitude economic pilot cities [3] - This device serves as a testing ground for new technologies, an incubation platform for innovation, and a promotional window for new applications, accelerating the conversion of technological achievements [3] - China Mobile plans to deepen collaboration with industry partners, fostering an open and shared approach to explore innovative development paths in the low-altitude smart network industry [3]