这是一个稳步提升的指标：江苏全社会研发投入强度从2021年的2.95%，逐步增加到2022年的 3.12%、2023年的3.22%和去年的3.36％，处于创新型国家和地区中等偏上水平。 这是一份来之不易的成绩：江苏区域创新能力在去年跃升一位、居全国第二后，今年保持全国第 二，且与榜首差距缩小。 一组组数字，彰显的是深入贯彻落实习近平总书记对江苏提出"在科技自立自强上走在前""在科技 创新上取得新突破""在推动科技创新和产业创新融合上打头阵""着力打造具有全球影响力的产业科技创 新中心"等重大使命的担当作为。 数字简练，道不尽江苏在科技自立自强之路的拼搏与开拓。数字直观，浓缩着江苏建设高水平科技 强省的进展与成效。"十四五"期间，经济大省江苏跑出令人瞩目的创新"加速度"。 创新基础更实 伴随科技创新与产业创新深度融合，企业的科技创新主体地位格外凸显。 在创新药领域，江苏是妥妥的"学霸"，近两年创新药获批上市数量均居全国第一。说到创新药，先 声药业集团高级副总裁、党委书记王峰十分自豪："'十三五'期间我们仅有1个创新药获批，'十四五'已 经有7个创新药获批。"作为国内少数拥有10个创新药的企业，先声药业"十四五" ...

这是一个稳步提升的指标：江苏全社会研发投入强度从2021年的2.95%，逐步增加到2022年的3.12%、 2023年的3.22%和去年的3.36%，处于创新型国家和地区中等偏上水平。 这是一份来之不易的成绩：江苏区域创新能力在去年跃升一位、居全国第二后，今年保持全国第二，且 与榜首差距缩小。 一组组数字，彰显的是深入贯彻落实习近平总书记对江苏提出"在科技自立自强上走在前""在科技创新 上取得新突破""在推动科技创新和产业创新融合上打头阵""着力打造具有全球影响力的产业科技创新中 心"等重大使命的担当作为。 □ 本报记者徐冠英张宣 创新主体更强 伴随科技创新与产业创新深度融合，企业的科技创新主体地位格外凸显。 数字简练，道不尽江苏在科技自立自强之路的拼搏与开拓。数字直观，浓缩着江苏建设高水平科技强省 的进展与成效。"十四五"期间，经济大省江苏跑出令人瞩目的创新"加速度"。 创新基础更实 9月，2025年度省基础研究计划第二批项目立项。自此，江苏"十四五"立项支持的省基础研究项目累计 超9000项。 加强基础研究，是实现高水平科技自立自强的迫切要求。《江苏省"十四五"科技创新规划》提出，坚持 把原始创新摆在更加 ...

Core Insights - The article highlights the emergence of advanced technologies such as AI fraud prevention, iris payment systems, and earthquake early warning systems showcased at the China International Information Communication Exhibition held in Beijing [1] Group 1: Technology Applications - AI fraud prevention technology can automatically identify scam calls and provide real-time risk alerts during conversations, generating a risk analysis report post-call [4] - The iris payment system integrates biometric recognition and VR technology, allowing users to select products and complete transactions with gestures and eye blinks in a metaverse supermarket [3] - A 5G+AI industrial platform features robotic systems for inspection and quality control, demonstrating the application of AI in manufacturing processes [5] - The earthquake early warning system, the largest of its kind globally, utilizes communication networks and tower resources to enhance disaster response capabilities [6] Group 2: Policy and Development - The Ministry of Industry and Information Technology is implementing policies to accelerate the integration of advanced technologies into daily life, promoting innovation and industrial application [7] - The Chief Engineer of the Ministry emphasized the need to enrich the 5G-A product system, advance 6G technology research, and foster a new generation of information technology innovations, including AI, quantum information, and blockchain [9] - There is a focus on deepening the integration of information technology and industrialization, promoting the development of industrial internet applications, and expanding the use of information communication technology in smart cities and digital rural areas [11]

Core Insights - The Chinese government emphasizes the importance of basic research as the foundation of the entire scientific system and aims to enhance its overall strength during the "14th Five-Year Plan" period [1] Group 1: Achievements in Basic Research - The Ministry of Science and Technology highlights significant advancements in basic research, focusing on both free exploration and goal-oriented approaches [1] - Key research areas include nanotechnology, catalytic science, and material state control, addressing national needs and deploying major R&D tasks [1] Group 2: Breakthroughs and Applications - Notable breakthroughs include the development of a new architecture for wireless communication systems based on information metamaterials, providing foundational support for 6G technology [1] - Establishment of green and efficient theories for the collection, selection, and smelting of rare earth resources, which is crucial for the development of rare earth materials [1] - The application of nanoconfined catalytic theory for the efficient and clean conversion of coal and natural gas, contributing to energy security and the achievement of carbon neutrality goals [1]

Investment Rating - The report maintains an "Overweight" rating for the communication industry, expecting the industry index to outperform the market index by more than 10% in the next six months [2][42]. Core Viewpoints - The year 2025 marks the beginning of 6G standardization, with 3GPP fully initiating research on 6G technology. A unified global technical standard is essential for building the 6G ecosystem and promoting industrial scale applications and sustainable development [3][38]. - The communication industry is currently in a phase of technological iteration and policy dividends, with new productivity directions such as AI, quantum communication, and low-altitude economy expected to continuously release growth momentum. The recovery of cellular IoT modules from inventory adjustments and ongoing construction of communication facilities like base stations and data centers will drive demand for new devices, equipment, and service operations [3][38]. - The report suggests focusing on three main lines of enterprise opportunities: "technology commercialization + policy catalysis + performance certainty" [3][38]. Summary by Sections 1. Industry Market Review - The communication sector index rose by 8.52% over the two weeks from September 5 to September 18, outperforming the CSI 300 index by 5.48 percentage points, ranking 5th among 31 first-level industries. Year-to-date, the communication sector has increased by 63.03%, surpassing the CSI 300 index by 48.72 percentage points [10][11]. 2. Industry News - China Telecom achieved the first 6G standard project approval in the 3GPP, marking a significant milestone in international standardization efforts [14]. - Microsoft signed a $6.2 billion agreement to build AI infrastructure in Norway, aiming to enhance service support for the European market [15][17]. - The global Ethernet switch market revenue reached $14.5 billion in Q2 2025, showing a year-on-year growth of 42.1%, driven by rapid data center expansion [18]. - The global enterprise WLAN market grew by 13.2% year-on-year in Q2 2025, reaching $2.6 billion, fueled by the rapid adoption of new Wi-Fi standards [19]. 3. Company Announcements - China Unicom signed a financial services agreement with its subsidiary, expected to facilitate daily business operations [21][22]. - Guangxun Technology plans to raise up to 3.5 billion yuan for projects related to optical connectivity and high-speed optical transmission [24]. 4. Industry Data Updates - As of July 2025, the mobile phone user base reached approximately 1.815 billion, a year-on-year increase of 2.68% [25]. - The length of optical cable lines reached about 73.77 million kilometers in Q2 2025, a year-on-year increase of 9.91% [31]. - The total number of 5G base stations reached 4.598 million by July 2025, with a net increase of 348,000 from the end of the previous year [35]. 5. Investment Recommendations - The report recommends focusing on companies such as China Mobile, China Telecom, FiberHome, Yangtze Optical Fibre, and Weisheng Information, which are expected to benefit from the ongoing technological advancements and policy support in the communication sector [38].

Core Viewpoint - The speech by Wang Bin emphasizes the importance of innovation and value creation in entrepreneurship, highlighting her journey from state-owned enterprises to successfully listing her company, Hansang Technology, on the capital market [2][8]. Group 1: Company Background - Hansang Technology was established in 2003 in Jiangning District, Nanjing, focusing on the audio sector and has gradually increased its market share in international markets [8]. - The company aims to become a leading enterprise in the high-end audio industry and has implemented a "virtual equity" incentive plan to boost employee motivation [8][9]. Group 2: Entrepreneurial Journey - Wang Bin started her entrepreneurial journey in 1995 with import and export trade of home appliances, overcoming initial challenges to find opportunities in the high-end audio market [8]. - The company has consistently focused on R&D and high-quality products, which has led to its recognition and sustained growth in the industry [9]. Group 3: Future Outlook - Following its successful listing on the Shenzhen Stock Exchange in August 2025, Hansang Technology views this milestone as a new starting point, with plans to continue investing in R&D and expanding market partnerships [9]. - The company is poised to leverage advancements in new audio technologies, communication, IoT, and AI to explore innovative applications and new market opportunities [9]. Group 4: Educational Contributions - Wang Bin and her husband donated 2 million yuan to Southeast University, with the intention of inspiring students to pursue excellence and contribute to society [10]. - The Southeast University School of Information Science and Engineering has a rich history of producing industry leaders and has been instrumental in the development of communication technology in China [12].

Core Insights - The article highlights the establishment of a "Technology Achievement Transformation Service Supermarket" in Jiangsu, which aims to facilitate the commercialization of university research by matching technological innovations with market needs [1][7] - The center has successfully organized 74 industry-university matchmaking events, resulting in 742 technology achievements being connected and 61 projects successfully transformed into commercial applications [1][7] Group 1: Technology Transfer and Commercialization - The center operates like a supermarket, where technological innovations are treated as products and industry needs as purchase lists, addressing the challenges of moving technologies from labs to industries [1] - The center has expanded its team to 77 technical managers who assist in the verification and commercialization of technologies, ensuring that each "product" meets market standards [1][7] Group 2: Case Studies and Success Stories - The signing of a strategic alliance for 6G high-precision positioning technology at the Future Network Development Conference demonstrates the center's role in facilitating real-world applications for advanced technologies [2] - A startup founded by a former employee of a Fortune 500 company has successfully developed a fault diagnosis technology for power plants, aided by the center's support in securing funding and market access [3][4] Group 3: Support Services and Infrastructure - The center provides various support services, including free office space for three years, travel reimbursements, and assistance with policy applications, which encourages entrepreneurs to focus on technology development [4][5] - A "Future Pre-sale Zone" is established to test cutting-edge technologies in real market scenarios, allowing for early validation and preparation for large-scale commercialization [6][7] Group 4: Future Goals and Strategic Vision - The center aims to become a global hub for 6G technology and innovation, integrating advancements in 5G/6G, satellite internet, and computing power to foster collaboration and support the commercialization of high-quality technology products [7]

Group 1 - India aims to secure a leading position in 6G technology research and patent development, targeting to obtain 10% of global 6G patents and contribute one-sixth to global 6G standards within three years [2] - The Indian government has approved 111 research projects with a total investment of 3 billion rupees to support 6G development and is establishing a 6G testing platform [2] - Compared to 5G, 6G is expected to enhance peak rates, user experience rates, and latency by at least ten times, with significant improvements in other key metrics [2][4] Group 2 - China has been proactive in 6G research since 2018, with a clear strategic focus established in the 14th Five-Year Plan, elevating 6G to a national strategy in 2025 [5][7] - As of 2023, China leads globally in 6G patent applications, holding a 40.3% share, with major companies like Huawei at the forefront [7][8] - China's 6G industry benefits from a complete ecosystem, encompassing chip design, terminal manufacturing, base station construction, and application development, facilitating large-scale deployment [8]

Group 1 - The company has made initial research and development achievements in the 6G technology field, specifically in Ku/Ka band active phased array antennas, millimeter-wave radar, and reconfigurable metasurface array antennas [1] - The company plans to continue exploring the realization of industrialization in these areas [1]

Core Viewpoint - The company has made initial research and development progress in the 6G technology field, specifically in Ku/Ka band active phased array antennas, millimeter-wave radar, and reconfigurable metasurface array antennas [2] Group 1 - The company is exploring the industrialization of its 6G technology advancements [2] - The company expressed gratitude for investor interest in its developments [2]