为破解传统天通卫星终端"平时用不到，用时找不到"的困境，中国电信全球率先推出"手机直连卫星"商 用服务。 ● 本报记者 杨洁 刘丽靓 当暴雨围城、身处荒漠，与外界失联的危急时刻，一部能直连卫星的手机往往能够成为人们的"生命 线"。 继中国电信全球率先推出"手机直连卫星"商用服务之后，工信部近日向中国联通颁发卫星移动通信业务 经营许可。据悉，中国移动也在积极申请卫星移动通信业务经营许可。随着更多运营商获颁卫星移动通 信业务经营许可，"空天地一体化"的通信新时代正加速来临。 6G研发破冰、eSIM革新终端、物联网赋能百业……"十四五"以来，央企在多项前沿技术上取得的协同 突破，正汇聚成催生新业态的强大势能。业内人士认为，从万物互联到万物智联，从技术引领到生态塑 造，央企以创新为核、以惠民为本的发展之路，将进一步夯实数字中国的基石，为经济社会高质量发展 注入更强劲的动能。 天地一体：卫星通信织就安全网 7月底，暴雨袭击北京怀柔，多个村庄因通信中断成为"孤岛"。关键时刻，网友"驴子"使用手机卫星通 话功能成功接通119，为被困村民打通了至关重要的"空中桥梁"。 这背后，是中国卫星通信技术迈向消费级市场的重大突破。 传 ...

Group 1 - The core viewpoint of the article emphasizes the rapid commercialization and expansion of 5G-A in China, highlighting its significance in the context of AI advancements and digital transformation [1][3][22] - 5G-A is positioned as an evolution of 5G, addressing performance bottlenecks and enhancing functionalities to meet the demands of various industries [4][5][22] - The integration of 5G-A with AI technologies is creating new opportunities and value, transforming traditional business models and enabling innovative applications [7][8][22] Group 2 - As of now, over 300 cities in China have deployed 5G-A networks, with more than 30 million users and over 100 million compatible devices, expected to reach 250 million by the end of the year [9][11] - 5G-A has improved connection speeds and introduced "big uplink" capabilities, enhancing user experiences in high-bandwidth applications such as VR/AR and cloud gaming [11][12] - In the B-end market, 5G-A has successfully implemented over 5,000 private networks across various industries, showcasing its role as a core driver of industrial upgrades [17][20][21]

汪涛表示："OpenHarmony开源5年，汇聚了9200多名社区贡献者，贡献了1.3亿行代码，孵化了1100 多个三方组件库，支撑手机、平 板、PC等复杂设备的应用开发。未来，开源鸿蒙将继续携手各界开发者，提高系统的扩展性和开发工具的兼容性，并加强AI能力的共 建，不断推动生态的完善，加速万物智联。" 作为华为HarmonyOS以及三方商用发行版的统一技术底座，开源鸿蒙致力于为消费终端打造高性能解决方案，为千行万业数字化转型 提供全面支撑，共筑万物智联世界的数字底座。在华为与各方的持续共建下，OpenHarmony社区快速成长，生态不断繁荣，已成为"智 能终端操作系统根社区"。 开源鸿蒙"上天入地"，落地成果"百花齐放" 在产业应用方面，已有1300 多款软硬件产品通过兼容性测评，广泛应用于金融、交通、航天、能源、消费电子等多个关键领域，成为 千行万业的数字底座。 2025年9月20日，在华为全联接大会2025上，华为常务董事汪涛在主题演讲中回顾了OpenHarmony（开源鸿蒙）五年来的发展历程和产 业成就，展示了其在社区发展和产业应用中的成果，并展望了未来的发展方向。 华为常务董事汪涛发表主题演讲 华为 ...

原标题：必博半导体完成数亿元A轮融资 9月20日，杭州必博半导体在上海举行签约仪式，宣布完成数亿元A轮融资。本轮由欧美中投资促 进会主席张家豪领投，前沿创投等机构及产业资本跟投，重点支持公司在卫星互联网、低空经济、工业 物联、车联网及AI驱动的消费电子领域的战略布局。 张家豪表示，必博团队技术实力雄厚，其研发的底层通信芯片是万物智联关键基础设施。前沿创投 邰国芳称，硬科技赛道前景广阔，看好必博团队的务实与产品落地能力。 据必博半导体介绍，4G+5G RedCap+卫星三模融合芯片已流片成功并完成技术验证，核心优势在 于：采用12纳米RF-SoC工艺，支持全球主流频段；实现北斗定位从"米级"到"亚米级"跨越；成为中国 星网二代S波段手机直连终端芯片合作伙伴。 此前，必博已于2021年获1亿元天使轮投资、2022至2023年获3亿元Pre-A轮融资。（来源：人民日 报海外版客户端） ...

Group 1: Industry Transformation - The global consumer electronics industry is undergoing a profound transformation driven by artificial intelligence (AI) and green technology, with a new landscape dominated by brands from China, the US, and South Korea [1][11] - The IFA 2025 and CES 2025 exhibitions highlighted that AI technology and sustainable development are the core competitive focuses for global consumer electronics brands [1] Group 2: Rise of Chinese Brands - The most significant change in the global consumer electronics landscape by 2025 is the collective rise of Chinese brands, with Huawei and Midea ranking in the top ten of the Brand Finance's global electronics brand value list [3] - Huawei's brand value reached $31.921 billion, growing by 2.7% year-on-year, and it has a 25% market share in the high-end European market [3] Group 3: Display Technology Competition - High-end display technology is becoming the most competitive arena, with various technological routes driving the industry into a critical phase of experience upgrades [4] - Hisense has achieved large-scale production of RGB-Mini LED TVs, setting a benchmark in the high-end display market with its U7S Pro series [4] Group 4: AI Integration - AI has fully integrated into consumer electronics, evolving from an additional feature to the core driving force of products [5] - Xiaomi's strategy covers over 1 billion connected devices globally, with a 52.6% year-on-year increase in Bluetooth earphone shipments in the first half of 2025 [5] Group 5: Green Technology Innovation - Green low-carbon technology has become a new battlefield for consumer electronics brands, with unprecedented emphasis on sustainable development at IFA 2025 [6] - Midea's AI ECO smart energy-saving solution achieves a 30% energy-saving effect, while TCL's ECORA™ technology promotes low-carbonization throughout the product lifecycle [6] Group 6: Global Brand Value Rankings - According to Brand Finance's 2025 global electronics brand value rankings, Apple, Samsung, and Huawei lead the market, with Apple valued at $574.51 billion, growing by 11.2% [7] - Midea's brand value is $8.723 billion, maintaining its position in the global top ten despite a slight decline [7] Group 7: Emerging Product Categories - 2025 is marked as the year of AI smart glasses, with projected sales reaching 55 million units by 2029 [8] - The CES 2025 showcased various AI companion robots, indicating a growing trend in this emerging category [9] Group 8: Technological Innovation Trends - The global consumer electronics industry is forming a tri-polar structure dominated by the US (Apple/NVIDIA), South Korea (Samsung), and China (Huawei/Xiaomi/Lenovo), with seven out of the top ten brands from these regions [10] - Chinese brands are breaking monopolies in fields like chips and robotics, with DJI holding over 70% of the global drone market [10]

大会在全国政协委员、工信部电子科技委主任王江平的致辞中正式拉开帷幕。其指出，鸿蒙操作系统是 我国在基础软件领域取得的一项重要进展，其开源共建的生态模式为当前高度集中的操作系统市场带来 了新的发展路径。 王江平充分肯定了鸿蒙在万物智联领域取得的成就，同时指出其在应用生态、行业解决方案、开源协作 和人才培养等方面仍面临挑战，呼吁各方坚持创新驱动、深化开源共建、拓展场景应用、强化人才供 给，共同推进鸿蒙生态建设。 产业领袖演讲：洞察趋势，指引方向 在产业领袖演讲环节，华为轮值董事长徐直军发表了题为"在一起，让鸿蒙更精彩"的主旨演讲。徐直军 表示，目前互联网头部应用已适配鸿蒙，中长尾应用也陆续加入，鸿蒙生态基本好用。他特别感谢了以 腾讯、阿里、字节、美团、京东、金山软件、国铁集团（铁路12306）、小红书、哔哩哔哩、百度、中 国航信（航旅纵横）、携程、同程旅行、去哪儿、58同城、新浪、搜狐等为代表的互联网伙伴，以及企 业微信、钉钉、飞书、泛微、蓝凌、蓝信、云之家、用友、浪潮等政企伙伴对鸿蒙生态的支持，并指出 鸿蒙生态的成功是一项世界级挑战。 聚焦场景落地，共绘万物智联。鸿蒙生态大会2025于8月30日在深圳福田会展中 ...

Core Insights - The Tianjin Summit of the Shanghai Cooperation Organization (SCO) has positioned Tianjin as a focal point for international shipping in Northern China, highlighting its role as a key hub for the Belt and Road Initiative [1] - In the first seven months of this year, trade between China and other SCO member countries reached $293.18 billion, averaging over $1.3 billion in goods exchanged daily [1] - Tianjin's import and export volume with SCO countries reached 53.37 billion yuan, marking a year-on-year increase of 5.2%, indicating a sustained rise in cooperation [1] Group 1 - Tianjin is the only city in Northern China with a Free Trade Zone, National-level New Area, and Comprehensive Bonded Zone, enhancing its strategic importance [1] - Tianjin Port connects with over 180 countries and regions, maintaining trade relations with more than 500 ports, and has established 40+ sea-rail intermodal transport corridors [2] - By the end of 2024, Tianjin Port is projected to rank eighth globally in container throughput, with a total cargo throughput of 493 million tons, reflecting a year-on-year growth of 3% [2] Group 2 - The port's container throughput is expected to reach 23.28 million standard containers in 2024, with an annual increase of over 1 million standard containers [2] - Tianjin Port has implemented a "smart zero-carbon" terminal design, achieving full automation and intelligent container operations, with a green energy system that operates entirely on self-produced renewable energy [2] - The terminal has installed over 100,000 sensors and integrated various facilities to create a fully connected IoT container terminal, enhancing operational efficiency [2]

Group 1 - The core idea of the articles revolves around the development and significance of 6G technology, highlighting China's leading position in research and development efforts [1][4][6] - The collaboration between Peking University and City University of Hong Kong has led to the creation of an ultra-broadband optoelectronic integrated system, which is likened to a wide highway for electronic signals, enhancing the flexibility and speed of data transmission [1] - Huawei's strategic foresight in investing in 6G research since 2017 aims to secure patent positions and explore new capabilities beyond traditional communication, emphasizing the integration of communication and sensing [4][10] Group 2 - 6G is expected to enhance performance metrics by 10 to 100 times compared to 5G, integrating various capabilities such as communication, sensing, AI, and big data, which will support new business models and applications [6][10] - The International Telecommunication Union (ITU) has defined the vision for 6G, focusing on enhancing mobile broadband, low-latency communication, and massive connectivity, while also enabling a seamless integration of communication and perception [6][11] - The anticipated applications of 6G include satellite communication, vehicle networking, and remote conferencing, which will significantly expand the scope of the mobile industry [10][11] Group 3 - Huawei's vision of "Connected Intelligence" aims to bridge the gap towards Artificial General Intelligence (AGI), positioning 6G as the neural hub for future AI agents [10] - The company has invested over 1.249 trillion RMB in R&D over the past decade, solidifying its leadership in the global communication network sector [13] - The transition from 5G to 6G is projected to occur around 2030, aligning with national plans for AI to drive high-quality development and widespread adoption of intelligent applications [11][13]

Group 1 - The International Telecommunication Union's Radiocommunication Bureau has established 3GPP non-terrestrial network technology as the sole international solution for 5G satellites, unifying the 5G terrestrial and satellite technology systems [1] - A timeline for 6G satellite technology research has been set to progress in sync with terrestrial 6G, marking a significant step towards the integration of terrestrial and satellite networks [1][4] - The transition from 5G to 6G is expected to take approximately ten years, with 6G anticipated to provide over ten times the speed of 5G and enable deep integration of terrestrial networks, satellites, and low-altitude platforms [4][5] Group 2 - 6G is not merely an upgrade of communication technology but represents a leap from "Internet of Things" to "Intelligent Connectivity," enhancing the network's perception, computational efficiency, and autonomous decision-making capabilities [5] - The global communication industry is at a pivotal point for the integration of terrestrial and satellite networks, with 2025 being viewed as the year for the establishment of international 6G standards [7] - Companies that complete their technological preparations and ecosystem layouts ahead of others will gain a competitive edge in the upcoming global competition, as 6G will reshape business models across various sectors [9] Group 3 - The company Micro美全息 is actively conducting research on 6G technologies, focusing on wireless transmission technology paths and achieving significant advancements in 6G network architecture [8] - Micro美全息 has developed a 6G+AI integration solution that has reached internationally advanced levels, showcasing its strong forward-looking layout and innovative capabilities [8]

Core Insights - The "Artificial Intelligence +" initiative has made significant progress with the release of the State Council's "Opinions on Deepening the Implementation of the 'Artificial Intelligence +' Action," which aims to promote intelligent terminals and develop a new generation of smart products [1][2] - The focus on AI smartphones and computers signifies a comprehensive implementation of the "Artificial Intelligence +" strategy at the terminal level, aiming to empower manufacturing through digital technology and foster new economic growth [2][3] - The introduction of AI into smartphones and computers is expected to transform traditional electronic manufacturing, creating new consumption scenarios and unlocking substantial market potential [2][3] Industry Developments - In 2023, over 100 AI terminals, including AI smartphones and PCs, have been launched, becoming a new growth driver for the economy [3] - IDC predicts that by 2025, the shipment volume of new generation AI smartphones in China will reach 118 million units, a year-on-year increase of 59.8%, capturing 40.7% of the overall market share [3] - The AI PC market is also expected to exceed 50 million units by 2025, accounting for 28% of total shipments, indicating a rapid growth trajectory [3] Corporate Strategies - Major companies like Huawei, Lenovo, and Vivo are actively expanding their presence in the AI smartphone and computer sectors, leveraging their strengths to drive industry clustering [5][6] - Lenovo has reported that its AI PC sales in China surpassed 1 million units in the last fiscal year, with the first quarter of the new fiscal year showing continued growth [5] - Other brands such as Xiaomi and OPPO are innovating in areas like multi-modal interaction and AI photography, contributing to a vibrant AI terminal market [6] Market Potential - The AI terminal market in China is projected to exceed 534.79 billion yuan by 2025, with a compound annual growth rate of over 140% [6] - The advancement of AI terminals relies on robust computing power and efficient algorithm models, with companies like Huawei and MediaTek developing AI-optimized processors [6] - The integration of AI into various terminal products is seen as a crucial step towards enhancing the digitalization of society, driven by the "Artificial Intelligence +" national strategy [7]