成大事，必须乘大势。在时代发展的潮流中发展，才能有正确的方向、强大的推动力 震撼，往往在历史与现实同频时，给人以冲击。贵州，花江之上两座桥，有这样的力量。 历史的震撼，在于惊涛拍岸。花江铁索桥，铁链相连、木铺桥面，横跨北盘江段。1935年，中央红军右 路纵队挺进黔西南，红三军团十一团据守于此，为主力争取宝贵时间。战火中的生命通道，展现了虽险 必争、勇夺胜利的坚定意志。 拿闽宁协作来说，昔日"干沙滩"变成"金沙滩"后，山海携手不断谱写新篇章。"福建企业+宁夏资源""福 建总部+宁夏基地"等合作深化拓展，宁夏的多式联运"一单制"货物列车满载货物奔赴闽粤等地……山海 不远，从单向援助到双向奔赴，生产要素经过新的跨域重组，带动区域间协作走深走实。 从老区蝶变，到多地共进，再到中国经济稳中向好，高质量发展之"新"气象万千、中国式现代化 之"进"气势如虹。这个过程中，我们增强辩证思维、创新思维，持续推动发展实现更大突破、迈上更高 台阶。党的二十届四中全会提出，"实现社会主义现代化是一个阶梯式递进、不断发展进步的历史过 程，需要不懈努力、接续奋斗。"日日新、接力干，才能一次次刷新发展的面貌。 老桥与新桥遥遥相望，照见老区旧 ...

Investment Rating - The report maintains a rating of "Outperform the Market" for the communication industry [6] Core Insights - The communication industry has shown strong performance, with the Shenyin Wanguo Communication Index rising by 2.8% over the past week, outperforming the broader market [2] - The report highlights the government's focus on 5G, AI, data and computing, and low-altitude economy as key development areas for 2025, suggesting a favorable environment for investment in these sectors [3][14] - The report emphasizes the acceleration of AI technology commercialization and recommends focusing on hardware opportunities in the application side, including AI chips, communication modules, robotics, and intelligent driving [3][38] Summary by Sections Market Review - The communication sector has outperformed the market, with a 2.8% increase in the Shenyin Wanguo Communication Index [2] - The overall valuation of the communication sector is at a historically high level, with a dynamic PE ratio of approximately 22, above the past two-year average of 19-20 [2][30] - Specific segments such as industrial internet, power communication, and 5G have seen significant weekly gains of 16.1%, 11.7%, and 8.0% respectively [2][34] - A total of 113 stocks in the sector rose, with notable performers including Yitong Technology and Lierda, which increased by 42.3% and 33.7% respectively [2][35] Configuration Suggestions - The report suggests focusing on hardware opportunities in the application side, particularly in AI chips (e.g., Rockchip, Espressif), communication modules (e.g., Quectel, Gree), robotics (e.g., Topband, Heertai), and intelligent driving (e.g., Zhucheng Technology) [3][38]