如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容编译自bristol。 这些未来概念依赖于比现有网络更快的海量数据通信和传输能力。为此，物理学家开发了一种创新 方法，可以加速数十名用户（可能遍布全球）之间的这一过程。 布里斯托大学物理学教授、该研究的共同主要作者马丁·库巴尔（Martin Kuball）表示："未来十 年内，那些此前几乎难以想象的技术将广泛普及，并将彻底改变人类的各项体验。其潜在的益处也 同样深远，包括远程诊断和手术带来的医疗保健进步、虚拟教室，甚至虚拟假日旅游。" 此外，高级驾驶辅助系统在提升道路安全和工业自动化效率方面也拥有巨大潜力。6G 应用潜力无 穷，唯有人类的想象力才能发挥其最大作用。因此，我们创新的半导体发现令人振奋，并将有助于 快速、大规模地推动这些发展。 众所周知，从5G到6G的转变将需要半导体技术、电路、系统和相关算法的彻底升级。例如，其中 涉及的主要半导体元件，也就是由一种名为氮化镓（GaN）的神奇导体制成的射频放大器，需要速 度更快、功率更大、可靠性更高。 由国际科学家和工程师组成的团队测试了一种全新架构，将这些特殊的GaN放大器提升到了前所未 有的高度。这项成果源于 ...

新华财经北京5月22日电四大证券报内容精华摘要如下： 中国证券报 ·5G-A商用全面落地行业投资机遇凸显 目前，5G-A商用网络已全面落地，覆盖全国超300城。作为5G向6G演进的关键过渡技术，其数据传输 速度较5G提升10倍。Wind数据显示，自4月9日以来，万得5G概念指数、万得6G概念指数分别累计上涨 17.14%、20.61%。分析人士认为，5G-A商业化进程正加速推进，伴随智能驾驶、低空经济等新兴产业 进入黄金发展期，通信设备产业将迎来历史性发展机遇。 ·基金公司密集公告开通不同份额转换业务 近年来，为满足投资者的不同投资策略、不同持有期限的需求，公募基金份额越来越"五花八门"，C份 额、D份额等日益常见。基金不同份额合并运作，在投资策略和范围上并无差异，但费率、销售渠道、 申购门槛等方面并不相同，通常情况下，同一基金的不同份额之间无法相互转换。记者关注到，近日多 家基金公司公告开通旗下同一基金不同份额类别转换业务。据了解，此举主要是为了满足投资者在不同 投资策略之间切换的需求，尤其是机构投资者持有期限变化的需求，提升投资者资金使用的灵活性。 ·豪掷近百亿参与定增基金公司有人欢喜有人愁 截至5月20 ...

当前，全国各地资本市场加速聚焦"科技含量"、锚定新质生产力主赛道。包括上海、四川、安徽等地均 提出要大力推进创业投资行业发展。 21世纪经济报道记者梳理发现，近年来包括广东恒健控股集团、粤科金融集团、广州产投集团、广州工 控集团、广州金控集团等省市国资企业通过持续拓展创新模式，搭建创新平台和生态圈等方式，持续壮 大创投市场"广东力量"。 打通创投市场"募投管退"堵点痛点 当前，各省级行政区的竞争日趋激烈，越来越多的地方政府意识到，抓资本市场、抓科技企业就是抓经 济高质量发展的"金钥匙"。 21世纪经济报道记者 翁榕涛 庞成 实习生 张欣 广州报道 近日，广东省人民政府发布《广东省进一步促进创业投资高质量发展行动方案》（下称《行动方 案》），提出培育高质量创业投资机构、拓宽创业投资资金来源以及健全创业投资退出机制等主要举 措。 此前，广东曾提出要做好未来产业前瞻布局，深入实施培育发展未来产业行动，抢占具身智能、量子科 技、6G等前沿领域。 数据显示，2024年共有100家企业上市，其中广东省、浙江省、江苏省位列前三位置，分别有17家、17 家和16家。 此前，广东省曾多年保持全国A股IPO新增数量第一的位置，但 ...

一、产业地位与市场特征 电子信息产业作为国民经济的战略性、基础性、先导性产业，在工业转型升级、信息化建设及国防安全等方面发挥关键作用。2024年，其投融资市场呈 现"头部集聚、结构分化、技术驱动"特征，以30.4%的投融资事件占比领跑全行业，成为资本重点关注领域。 二、投融资总体情况 （一）股权投资：量缩价稳，头部效应显著 2024年我国电子信息领域股权投资事件518起，同比下降16.7%，投资规模1599.97亿元，同比下降11.0%，但较2022年增长1.3%，市场进入"量缩价稳"阶段。 单笔交易均值逐年上升，从2022年的2.19亿元增至2024年的3.09亿元，亿元级及以上交易金额占比达97%，优质项目吸金能力增强。半导体领域热度最高， 融资事件占比超60%，前十大融资事件均来自该领域，如北电集成获199.9亿元战略融资用于集成电路生产线建设。同时，早期项目数量占比下降至61%，美 元融资大幅缩水，仅7起，金额为2022年的58.6%。 （二）资本退出：IPO收缩，并购与新三板成重要通道 IPO方面，2024年A股电子信息企业上市24家，同比下降57.14%，募资总额183.65亿元，同比下降82.2 ...

Core Insights - CT Group was selected to participate in the exhibition themed "Resolution 68 - New Momentum for Vietnam's Private Economic Development," showcasing its achievements and products in the private sector [1][6] - The exhibition highlighted the importance of the private sector in Vietnam's innovation ecosystem, with high-level officials visiting CT Group's booth, indicating governmental support for private innovation [1][3] Group 1: Technological Innovations - CT Group's member company, CT UAV, presented a manned-level unmanned aerial vehicle (UAV) capable of reaching speeds of 190 km/h, with a flight duration of 2 hours and an operational range of 350 km, marking a significant technological breakthrough in smart green transportation [3] - The full-scale prototype of the UAV is expected to be unveiled in October 2025, following successful test flights of a 1:6 scale model [3] Group 2: Semiconductor Manufacturing - CT Group's semiconductor manufacturing facility, CT Semiconductor, commenced its second phase of construction on April 30, aiming to become Vietnam's first advanced packaging and testing (ATP) chip factory, with a target of producing 100 million chips annually by 2027 [4] - The company allocates over 10% of its budget to research and development, focusing on mastering core technologies in artificial intelligence, 6G, and UAVs [4] Group 3: Carbon Credit Market - CT Group is establishing its position in the carbon credit market through the ASEAN Carbon Credit Trading Platform (CCTPA), which is at the forefront of carbon credit verification, generation, consulting, trading, and custody [4][5] - CCTPA aims to create a comprehensive ecosystem that includes drone emission monitoring and ESG consulting services, helping businesses meet stringent sustainability standards in global trade [5] Group 4: Private Sector Development - The private sector development policy aims to enhance the role of private enterprises in productivity, innovation, and economic integration, with CT Group exemplifying this transformation by focusing on key technological areas [6] - CT Group has evolved from a diversified enterprise to a technology-focused innovation center, emphasizing long-term impacts in future transportation infrastructure, semiconductors, and the green economy [6]

Core Viewpoint - The company reported a solid financial performance for 2024 and Q1 2025, with significant growth in net profit and overseas market revenue, while facing challenges in the domestic market [1][2]. Financial Performance - In 2024, the company achieved operating revenue of 1.194 billion yuan and a net profit of 41.3851 million yuan, with a gross profit margin increase of 6.73 percentage points to 22.21% compared to the previous year [1]. - For Q1 2025, the company reported operating revenue of 251 million yuan, a year-on-year increase of 6.08%, and a net profit of 11.182 million yuan, up 128.26% year-on-year [1]. - The company's net profit excluding non-recurring items for Q1 2025 was 3.8681 million yuan, reflecting a year-on-year growth of 157.91% [1]. Market Performance - Domestic market revenue for 2024 was 758 million yuan, a decline of 18.60% year-on-year, while overseas market revenue reached 436 million yuan, an increase of 20.27%, accounting for 36.51% of total revenue [2]. - The new satellite communication business generated revenue of 42.8002 million yuan in 2024, showing significant growth [2]. Industry Outlook - The communication equipment industry is expected to benefit from the ongoing development of 5G and the acceleration of 5G-A commercialization, driving demand for base station antennas and RF devices [2]. - Emerging technologies such as cloud computing, IoT, low-altitude economy, and AI are anticipated to further stimulate market expansion [2]. - National policies like "Signal Upgrade" and "Broadband Frontier" are expected to provide long-term benefits to the industry [2]. Strategic Development - The company plans to optimize management and marketing processes, enhance R&D investment in next-generation high-performance antennas, and strengthen its traditional antenna business while expanding into satellite communication [3]. - The company aims to deepen its presence in the domestic market and enter high-end overseas markets, while also building a complete satellite communication industry chain through subsidiaries and partnerships [3]. 6G Technology Positioning - The company recognizes satellite communication as a core component of the future 6G integrated network, leveraging its 29 years of experience in microwave communication and collaborations with universities and research institutions [3][4]. - The company is focused on establishing competitive advantages in key technology areas related to 6G and satellite-ground link integration [3][4]. Capital and Technology Integration - The company is driving its future 6G and satellite communication competitive barriers through a dual approach of "technology R&D + capital layout" [4]. - It has established a comprehensive technology research and testing platform, with successful applications in satellite-ground communication scenarios [4]. - The company is transitioning from "project-based orders" to "platform-based business" through active capital investments and collaborations with major satellite constellation projects [4].

内容概况：在通信技术日新月异的当下，滤波器作为射频前端市场的关键组件，其地位愈发凸显。特别 是在4G、5G通讯技术的推动下，滤波器不仅关乎通信信号的纯净与稳定，更对智能手机等终端设备的 性能及用户体验产生直接影响。伴随着全球滤波器市场的持续扩张，以及中美半导体竞争中的国产替代 需求，全球滤波器行业市场规模呈现逐年增长的态势。数据显示，2018-2022年全球滤波器市场规模年 复合增长率达到8.04%。未来，随着5G手机的逐步普及和6G频段的商用化进程加速，滤波器的需求量 将呈现爆发式增长，预计2025全球滤波器市场规模将达到92.04亿美元。 相关上市企业：武汉凡谷（002194）、大富科技（300134）、麦捷科技（300319）、卓胜微 （300782）、中孚实业（600595）、中国铝业（601600）、云南铜业（000878）、铜陵有色 （000630）、紫金矿业（601899）、中兴通讯（000063）等。 相关企业：村田（中国）投资有限公司、东电化（中国）投资有限公司、安华高半导体科技（上海）有 限公司、威讯联合半导体（北京）有限公司、思佳讯商贸（深圳）有限公司、无锡市好达电子股份有限 公司、中电 ...

金十数据整理：每日科技要闻速递（5月21日） 新能源汽车： 人工智能： 1. 特朗普：美国要保持在WiFi、5G和6G领域的全球领导地位，将释放大量的频谱用于拍卖。 2. 我国成功发射中星3B卫星。 3. 雷军：小米玄戒O1已开始大规模量产。 4. 苹果：全球开发者大会将于6月9日开幕。 5. 联发科：计划于2025年9月在台积电进行新的2nm芯片流片。 6. Canalys：2025年Q1中东智能手机市场出货量下降4%。 7. 三部门印发《2025年深入推进IPv6规模部署和应用工作要点》。 其他： 8. 马斯克：承诺在五年内继续担任特斯拉的首席执行官。星链未来有可能上市。不认为SpaceX会涉足 武器业务。 1. 本田将大幅缩减纯电车投资。 2. 理想汽车：2025年第20周（5.12—5.18）理想汽车周销量0.92万辆。 3. 零跑汽车董事长朱江明辟谣去世传闻。 4. 马斯克确认特斯拉计划6月推出自动驾驶出租车。 5. 小马智行：一季度Robotaxi收入同比增200%，车队规模年底达千台。 6. 小米汽车二期工厂已处于收尾状态 工作人员称YU7发布会后展车到店 7. 腾讯云与文远知行合作再升级，拓展 ...

Financial Data and Key Metrics Changes - Keysight reported revenue of $1.3 billion and earnings per share of $1.7, exceeding the high end of guidance, marking the second consecutive quarter of revenue growth [5][18] - Orders grew 8% year over year and 4% sequentially to $1.3 billion, indicating a solid demand environment [5][18] - Gross margin was reported at 65%, with operating margin increasing by 100 basis points to 25% year over year [18] Business Segment Data and Key Metrics Changes - The Communications Solutions Group (CSG) generated revenue of $913 million, up 9% on both reported and core basis, driven by strong demand in wireline and wireless sectors [21] - Aerospace, Defense and Government revenue increased by 9% to $300 million, reflecting strong order growth in the U.S. and Europe [21] - The Electronics Industrial Solutions Group (EISG) saw revenue return to growth at $393 million, a 5% increase, with semiconductor and general electronics growth offsetting declines in automotive [21] Market Data and Key Metrics Changes - Orders in the aerospace and defense sector grew, driven by investments in defense modernization in the U.S., Europe, and Asia [11][12] - The demand environment in Asia was strong, particularly in commercial communications and semiconductor sectors, although automotive demand in China remained weak [92] Company Strategy and Development Direction - Keysight is focused on long-term investments aligned with technology trends, emphasizing a diversified global supply chain with minimal exposure to China [6][24] - The company is pursuing a balanced return of capital while investing for long-term growth, having returned over $1.7 billion to investors through share repurchases [6][7] - Keysight's strategy includes expanding its software and services segment, which now accounts for approximately 36% of revenue, with a focus on simulation and virtual prototyping [70] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in market leadership and the strength of the operating model despite macroeconomic uncertainties [6][25] - The company raised its full-year revenue growth expectations to the midpoint of its 5% to 7% long-term target, anticipating a strong Q3 based on a solid backlog [25] - Management noted that while tariffs pose risks, they have not seen material adverse effects on demand and are actively working to mitigate tariff impacts [24][25] Other Important Information - Keysight's cash flow from operations was strong at $484 million, with free cash flow of $457 million [22] - The company has a backlog of $2.4 billion entering Q3, indicating a solid scheduled shipment position [25] - Keysight is progressing through regulatory reviews for pending acquisitions, including Spirent and Optical Solutions Group [22] Q&A Session Summary Question: Update on AI traction and its significance for the business - Management views AI as a long-term trend with a multiyear roadmap, contributing to growth in wireline business, which grew double digits in the first half [30][33] Question: Incremental improvement in top-line outlook - The increase in top-line expectations is based on strong performance in the first half and a solid pipeline of opportunities [39] Question: Clarification on tariff impact - The estimated annual tariff exposure is $75 million to $100 million, with efforts underway to mitigate this impact [44][45] Question: Insights on aerospace and defense orders - Orders grew in the U.S. and Europe, with notable contracts awarded, indicating a strong spending environment [56] Question: Understanding the wireless business performance - The wireless business remains stable, with strength in network infrastructure and ongoing investments in new technologies [66] Question: Growth in Software and Services segment - The company is focused on growing software and services, which have shown resilience during downturns, with double-digit growth in simulation business [70] Question: Demand in wireline and semiconductor testing - The wireline business remains heavily R&D oriented, benefiting from increased manufacturing activity as the industry ramps up for digital infrastructure [96]

特朗普：美国要保持在WiFi、5G和6G领域的全球领导地位 将释放大量的频谱用于拍卖 金十数据5月21日讯，美国总统特朗普：我们必须保持我们在WiFi、5G和6G领域的全球领导地位，让每 个美国人都能连接到世界上最好的网络，同时保证每个人的安全。我们可以同时做这两件事。最重要的 是，我将释放大量的频谱用于拍卖，所以国会必须把600兆赫兹放进"美丽大法案"中。我们要确保所有 的选择都摆在桌面上。永远不要和美国人的创造力对赌。让美国再次伟大！ ...