1 、 《 6G技术：下一个投资机会 》摘要 ■ 2025年3月，6G首次被写入政府工作报告，成为未来产业的重要组成部分，与量子科技和生物制造 并列。 ■ 6G不仅会大幅提升网络速度，还将全面改变人类的生活方式，推动智能网络的普及，涵盖从地面到 太空的全域通信。 ■ 涉及6G技术的公司，尤其是那些专注于基站天线、通信测试、网络设备等领域的企业，有望在未来 获得可观的增长。 ■ 尤其是与中国移动、华为等行业巨头合作的公司，凭借技术和市场优势，有望在6G商业化进程中占 据重要地位。 2、 《 城中村改造新路 》摘要 ■ 城中村作为城市化进程中的"产物"，由于基础设施不完善、社会治理复杂，成为外来人口聚集的"第 一站"。 ■ 尽管改造进展较快，但城中村改造面临的挑战依然存在，如征迁难度大、居民预期差异、改造成本 高等问题。 ■ 城中村改造是中国新型城镇化的关键组成部分，它不仅关乎居民的居住条件，也与社会治理、经济 增长和城市可持续发展密切相关。 ■ 对于投资者来说，涉及城中村改造的企业，包括建筑、金融、地产开发等领域，将是未来关注的重 点，特别是在改造项目中的创新融资方式和产业带动效应，值得长期跟踪和投资。 3、 ...

4月2 0日，工业和信息化部在国新办发布会上宣布：中国6G研发已进入深水区！《6G总体愿 景与潜在关键技术》等5 0余项成果落地，通感一体化、AI无线网络等核心技术完成验证。就 在近日，德国解禁华为5G设备，这场被视作"科技冷战"转折点的动作，背后是中美欧在6G时 代的话语权争夺战。 为什么说6 G将重构全球经济 1 .从实验室到商业化：三大核心突破 它不仅是网速提升，更是通信与感知、智能的深度融合。北京移动的"双频通感立体网络"已实 现每平方公里追踪2 0 0个动态目标，华为的太赫兹技术突破毫米级成像精度——这些看似科幻 的能力，正推动低空物流、自动驾驶、远程医疗等产业进入爆发期。 技术破局：中国如何领跑6G赛道 通感一体网络架构：北京移动的4 . 9GHz+毫米波双频组网，将无人机管理半径扩展至1公里， 为空域安防提供厘米级精度。华为的太赫兹原型机实现2 4 0Gb p s通信速率，可穿透障碍物检测 车辆，为自动驾驶提供冗余保障。 AI 深 度 融 合 ： 紫 金 山 实 验 室 的 6G 试 验 网 通 过 AI 协 同 ， 将 波 束 精 度 提 升 5 0% ， 定 位 误 差 缩 小 7 0%，这 ...

Market News - The US stock market indices collectively declined, with major tech stocks showing mixed results; Netflix rose over 4%, while Nvidia fell over 6% after a significant drop in after-hours trading, resulting in a market value loss of 1.3 trillion yuan [1] - The Nasdaq China Golden Dragon Index closed down 0.49%, with most popular Chinese concept stocks, including JD.com and Alibaba, falling over 1% [1] - Gold prices increased by 0.57%, settling at $3,229.06 per ounce, while oil prices saw a slight decline [1] Industry Insights - XPeng Motors announced that its AI robot Iron will achieve industrial mass production by 2026, with initial applications already in place at its Guangzhou factory [3] - The AI robot Iron features a 1:1 bionic design, equipped with advanced AI capabilities and a comprehensive visual system [3] - The market for embodied intelligence, which integrates AI into physical entities like robots, is expected to grow significantly, potentially exceeding 1 trillion yuan by 2026 [4] - The Hangzhou government is seeking to enhance support for AI-related industries, with plans for a fund exceeding 100 billion yuan to invest in local AI startups [4] Regulatory Developments - A new mandatory national standard for electric vehicle batteries will take effect on July 1, 2026, focusing on safety requirements and testing protocols [6] - The updated standard includes new tests for battery safety under various conditions, aiming to reduce risks associated with electric vehicle fires [6] Emerging Technologies - The Shandong Provincial Department of Industry and Information Technology is conducting research on 6G technology, signaling a strong governmental push for advancements in this area [7] - Significant breakthroughs in 6G technology have been reported, including a record transmission rate of 1Tbps, which is 100 times faster than 5G [7] Company Updates - San Tai Co. reported a significant increase in downloads for the B2B cross-border e-commerce platform Dunhuang.com, although no collaboration exists between the two companies [8] - Xinhua Jin announced that recent changes in US tariffs will negatively impact its export business, leading to expected losses in net profit for 2024 [8] - Zhong Yi Da disclosed a substantial increase in stock price without corresponding fundamental changes, indicating potential market overreaction [9] - Yi Wei Communication expects a significant decline in net profit for the first quarter of 2025 due to reduced revenue and increased expenses [9]

Core Insights - 6G technology has been officially recognized in the government work report during the 2025 National Two Sessions, highlighting its importance for future industrial development [1] - The "2025 Global 6G Technology and Industry Ecosystem Conference" in Nanjing gathered experts and industry leaders to discuss strategies for seizing the development opportunities in 6G technology [1] Group 1: 6G Research and Development - The "6G Frontier Achievements Exhibition" showcased over 20 domestic companies, universities, and research institutions' latest advancements in 6G technology [2] - Notable projects include a visualization simulation platform for ultra-low Earth orbit satellite constellations developed by China Telecom and Beijing University of Posts and Telecommunications, and a low-altitude flight service platform by Nanjing Transportation Group [2] - 6G is seen as a new generation of intelligent information infrastructure, integrating technologies such as artificial intelligence, integrated circuits, cloud computing, and big data [2] Group 2: AI's Role in 6G Development - AI is viewed as a new driving force for 6G, with potential applications in industrial scenarios like machine vision and remote maintenance [4] - The combination of 6G and AI is expected to create new industries, business models, and enhance the digital transformation of society [4] - China has made significant progress in key 6G technologies, including ultra-large-scale antenna arrays and integrated sensing [4] Group 3: Collaboration and Standardization - The conference emphasized the need for global cooperation in defining 6G and its industrial ecosystem, advocating for international collaboration [6] - Establishing unified international standards for 6G is crucial to reduce costs for users and manufacturers, similar to the confusion caused by different mobile phone standards [6] - Experts from over ten countries, including the US, Canada, and the UK, participated in discussions on building an open and cooperative ecosystem for 6G technology [6]

Group 1 - Central Enterprise Credit Information System shows that Beijing iQIYI Technology Co., Ltd. has undergone a shareholding change, with Central Video Media Development Co., Ltd. acquiring a 0.9999% stake, reducing the shareholding of the legal representative and chairman, Geng Xiaohua, from 100% to 99.0001% [2] - BYD's public relations general manager Li Yunfei emphasized the need for innovation in technology and integrity in marketing at the China Electric Vehicle Hundred People Forum, urging the industry to avoid exaggerated claims and focus on product quality [2] - Apple CEO Tim Cook announced an undisclosed donation to support earthquake relief efforts in Myanmar and Thailand, expressing solidarity with those affected by the disaster [2] Group 2 - Great Wall Motors CTO Wu Huixiao stated that the company will continue to invest in fuel vehicles to cater to global markets and existing domestic fuel vehicle users, indicating a balanced approach to both fuel and electric vehicles [4] - CEO of Suyuan Juchuang, Qiu Chunchao, highlighted the importance of responsibility for companies producing L3 and above autonomous vehicles, advocating for the use of laser radar as a safety baseline [4] - The State-owned Assets Supervision and Administration Commission announced plans for strategic restructuring of central automotive enterprises to enhance industry concentration and create globally competitive automotive groups with core technologies [6] Group 3 - The Secretary-General of the National Passenger Car Market Information Joint Conference, Cui Dongshu, stated that electric vehicles are the most efficient and cost-effective means of transportation, with a cost of 0.06 yuan per kilometer, positioning them as the core support for future mobility [6] - Experts predict that the year 2030 may mark the beginning of the 6G era, with gradual advancements from 5.5G technology [6] - Reports indicate a significant shortage of skilled workers in the new energy vehicle maintenance sector, with the average salary for electric vehicle technicians being higher than that for traditional fuel vehicle technicians, despite the industry facing a "jobs without people" dilemma [6]

Core Points - The opening ceremony of the Spring Semester 2025 at the Municipal Party School (Municipal Administrative College) was held on March 21, with Deputy Secretary of the Municipal Party Committee and President of the School, Li Jing, in attendance [1] - Li Jing emphasized the importance of "deepening six reforms" as a key measure for promoting high-quality development and high-level safety, aligning with the central economic work conference and provincial committee spirit [1] - The focus areas for high-quality development include technological innovation, industrial development, and urban development, with an emphasis on learning about cutting-edge technologies such as artificial intelligence, quantum technology, and life sciences [1] - Li Jing highlighted the unique advantages and current status of Xi'an in commercial aerospace, low-altitude economy, and 6G technology, and the need to understand the characteristics of large city transformation [1] - The relationship between high-quality development and high-level safety was discussed, aiming for a synergistic interaction between the two [1] - Li Jing called for a combination of learning and practical application to enhance the ability to perform duties and contribute to the modernization of Xi'an [1][2] Additional Points - After the opening ceremony, a special meeting was held to arrange and deploy key tasks for the city's party school system for the year [3]

2025年政府工作报告首次将6G技术纳入未来产业培育核心框架。机构预计，到2040年，6G各类终端连 接数相比2022年增长超过30倍，月均流量增长超过130倍，最终带来千亿级终端连接数、万亿级GB月均 流量的广阔市场发展空间。 工信部要求加快6G研发进程 据工信微报消息，3月12日，工业和信息化部党组书记李乐成主持召开干部大会，部署贯彻落实工作。 会议强调，要持续推动信息通信业高质量发展，扩大5G规模化应用，加快6G研发进程，推动工业互联 网创新发展，推进算力中心建设布局优化，创新行业监管方式，强化网络和数据安全保障，加强无线电 管理，提升频谱技术创新能力和频谱资源开发利用水平。 政策面上，2025年政府工作报告首次将6G技术纳入未来产业培育核心框架，明确其与生物制造、量子 科技等并列的国家战略重点地位。 银河证券指出，根据此次政府工作报告的陈述，我国对于未来产业的支持力度，已逐步提升到方向确立 后的投入时期。在此基础上首次提到6G，代表我国已经确立6G产业发展将会是未来的重点方向。 6G将带来万亿级月均流量的市场空间 6G是指第六代移动通信标准，被视为下一代通信技术的核心突破方向。相较于5G，其峰值速率预 ...

科创板投资风险提示 大成国际大厦 20 楼 2004 室 中信科移动通信技术股份有限公司 招股说明书 本次股票发行后拟在科创板市场上市，该市场具有较高的投资风险。科创板公司具有研发 投入大、经营风险高、业绩不稳定、退市风险大等特点，投资者面临较大的市场风险。投 资者应充分了解科创板市场的投资风险及发行人披露的风险因素，审慎作出投资决定。 中信科移动通信技术股份有限公司 CICT Mobile Communication Technology Co., Ltd. （武汉东湖新技术开发区邮科院路88号） 首次公开发行股票并在科创板上市 招股说明书 保荐人（主承销商） 新疆乌鲁木齐市高新区（新市区）北京南路 358 号 发行人及全体董事、监事、高级管理人员承诺招股说明书及其他信息披露 资料不存在虚假记载、误导性陈述或重大遗漏，并对其真实性、准确性、完整 性承担个别和连带的法律责任。 发行人控股股东、实际控制人承诺本招股说明书不存在虚假记载、误导性 陈述或重大遗漏，并对其真实性、准确性、完整性承担个别和连带的法律责任。 公司负责人和主管会计工作的负责人、会计机构负责人保证招股说明书中 财务会计资料真实、完整。 发行概 ...

CICT Mobile Communication Technology Co., Ltd. 科创板投资风险提示 本次股票发行后拟在科创板市场上市，该市场具有较高的投资风险。科创板公司具有研发 投入大、经营风险高、业绩不稳定、退市风险大等特点，投资者面临较大的市场风险。投 资者应充分了解科创板市场的投资风险及发行人披露的风险因素，审慎作出投资决定。 中信科移动通信技术股份有限公司 （武汉东湖新技术开发区邮科院路88号） 首次公开发行股票并在科创板上市 招股意向书 保荐人（主承销商） 新疆乌鲁木齐市高新区（新市区）北京南路 358 号 大成国际大厦 20 楼 2004 室 中信科移动通信技术股份有限公司 招股意向书 发行概况 | 发行股票类型： | 人民币普通股（A 股） | | | | | --- | --- | --- | --- | --- | | 发行股数： | 本次拟公开发行股票 68,375.00 万股，占发行后总股数的比 | | | | | | 例为 20.00%（超额配售选择权行使前）。本次发行全部为 | | | | | | 新股发行，原股东不公开发售股份。发行人授予申万宏源承 | | | | ...