上海力争到2027年培育20家左右未来产业生态主导型企业 上海今日召开市政府新闻发布会，介绍最新出台的《关于加快推动前沿技术创新与未来产业培育的若干 措施》。上海市科委副主任屈炜在发布会上透露，上海力争到2027年，突破一批前沿颠覆性技术，体系 化布局建设一批未来产业集聚区，培育20家左右未来产业生态主导型企业。到2030年，培育壮大一批未 来产业，推动形成若干战略性新兴产业，成为具有世界影响力的未来产业引领地。 "十四五"时期全国累计销售新建商品住宅面积约50亿平方米 宏观要闻 工信部等七部门发文加强新型信息基础设施建设 工信部等七部门关于印发《深入推动服务型制造创新发展实施方案（2025—2028年）》的通知。其中提 到，加强新型信息基础设施建设，深化"5G+工业互联网"融合创新和规模化应用，按需布局算力基础设 施，加速算力与行业融合应用。提升工业数据要素供给，推动数据资源化、资产化和要素化，建设一批 高质量行业数据集。 ...

10月11日，工业和信息化部等七部门印发《深入推动服务型制造创新发展实施方案（2025—2028年）》 的通知。其中提到，加强新型信息基础设施建设，深化"5G+工业互联网"融合创新和规模化应用，按需 布局算力基础设施，加速算力与行业融合应用。提升工业数据要素供给，推动数据资源化、资产化和要 素化，建设一批高质量行业数据集。推动人工智能技术与服务型制造融合创新，引导通用大模型、行业 大模型和智能体在重点场景布局应用。提升网络和数据安全保障能力。 深入推动服务型制造创新发展实施方案（2025—2028年） 服务型制造是以客户需求为导向、以数智技术为支撑，通过创新优化生产组织形态、运营管理方式和商 业发展模式，将服务深度嵌入制造业产品全生命周期和各环节，延伸产业链、重塑价值链、构建新生 态，实现制造与服务融合发展的新型产业形态。随着新一代信息技术加速迭代升级和应用拓展，产业融 合发展不断深化，服务型制造已成为制造业发展的重要方向。加快发展服务型制造，是提升产品附加值 和企业竞争力、增强产业链供应链韧性、推动制造业转型升级的重要途径，是推动先进制造业与现代服 务业深度融合、加快建设现代化产业体系、培育发展新质生产力的 ...

Core Viewpoint - The Ministry of Industry and Information Technology and the National Forestry and Grassland Administration have jointly issued a notice to promote the construction of "Broadband Forestry and Grassland," aiming for significant improvements in network coverage in forest and grassland areas by the end of 2027 [1][2]. Group 1: Key Objectives and Tasks - By the end of 2027, 90% of forest station areas are expected to have 4G/5G network coverage, with significant enhancements in key locations such as populated areas and fire lookout towers [1]. - The notice outlines nine tasks focusing on enhancing network coverage in important locations, strengthening network construction in key areas, optimizing the construction environment, and improving network maintenance and usage levels [2]. Group 2: Communication Infrastructure Development - The notice emphasizes the need for various communication transmission methods, including fiber optics, microwave, and satellite, to optimize network coverage in natural protected areas [3]. - It highlights the importance of collaboration between telecommunications companies and local governments to ensure funding and support for the "Broadband Forestry and Grassland" projects [4]. Group 3: Current Achievements and Future Plans - As of July 2023, China has established 4.598 million 5G base stations and over 30.53 million gigabit network ports, achieving "gigabit access in every county and 5G access in every township" [4]. - The Ministry of Industry and Information Technology plans to continue enhancing network construction and application, focusing on 5G and gigabit optical networks, and advancing research and development in 6G technology [5].

Core Viewpoint - The Ministry of Industry and Information Technology and the National Forestry and Grassland Administration have jointly issued a notice to promote the construction of "Broadband Forestry and Grassland," aiming for significant improvements in network coverage in forest and grassland areas by the end of 2027 [1][2]. Group 1: Key Objectives and Tasks - By the end of 2027, 90% of forest station areas will have 4G/5G network coverage, with significant enhancements in key locations such as populated areas and fire lookout towers [1]. - The notice outlines nine tasks focusing on enhancing network coverage in important areas, improving network construction environments, and elevating network maintenance and usage levels [2][4]. Group 2: Communication Infrastructure Development - The notice emphasizes the need for advanced network and information technology deployment to support ecological protection, fire prevention, and economic transformation in forest and grassland areas [2]. - Various communication transmission methods, including fiber optics, microwaves, and satellites, will be utilized to optimize network coverage in natural protected areas [3]. Group 3: Current Achievements and Future Plans - As of July 2023, China has established 4.598 million 5G base stations and over 30.53 million gigabit network ports, achieving "gigabit access in every county and 5G access in every township" [4]. - The Ministry of Industry and Information Technology plans to continue enhancing network construction and application, focusing on 5G and gigabit optical networks, and advancing 6G technology research [5].

Group 1 - As of now, China has deployed 64,000 5G industry virtual private networks, with over 100 types of 5G industrial gateways and routers, and holds a 42% global share of essential 5G standard patents [1][2] - By the end of July this year, China has built 4.598 million 5G base stations and over 30.53 million gigabit network capability ports, achieving "gigabit access in every county and 5G access in every town" [1][2] - The national integrated computing network system is accelerating its construction, with 10.85 million standard racks in use and an intelligent computing scale of 788 EFLOPS (FP16 half precision) as of June this year [1] Group 2 - The information and communication technology industry in China is continuously improving, with breakthroughs in key technology areas and new achievements in industrial layout, stimulating the vitality of industry enterprises [2] - China has established a complete 5G industrial chain covering chips, terminals, base station equipment, and testing instruments, with emerging fields like artificial intelligence and satellite internet accelerating their layout [2] - 5G applications have been integrated into 86 out of 97 categories of the national economy, with over 138,000 cases, significantly enhancing production efficiency, with average factory capacity increasing by 19.6% and operating costs decreasing by 14.5% [2] Group 3 - The Ministry of Industry and Information Technology will promote the "construction, use, and research" of the information and communication industry, accelerating the deployment of 5G-A product systems and high-quality networks, and advancing 6G technology research [3]

Core Viewpoint - The Fujian Provincial Communication Administration has issued an action plan for the development of new information infrastructure from 2025 to 2027, aiming to enhance digital capabilities across various sectors and improve connectivity for rural and remote areas, thereby supporting the modernization of Fujian province in China [1][5][6]. Group 1: Development Goals - By 2027, Fujian aims to achieve widespread adoption of "dual gigabit" networks (5G and gigabit optical networks), with significant improvements in network coverage in rural and remote areas [1][9]. - The plan includes a target of 43 5G base stations per 10,000 people, with a personal user penetration rate exceeding 80% and 5G traffic accounting for over 75% [2][11]. - The goal is to establish over 35,000 5G-A base stations and to ensure that 80% of ports support 10G-PON or higher [2][14][17]. Group 2: Key Tasks - The action plan outlines five key areas of focus, including upgrading network infrastructure, enhancing computing power, and integrating industrial networks [2][29]. - In the area of computing power, Fujian aims to achieve a data center computing capacity of 9 EFLOPS by 2027, with 100% disaster recovery coverage for critical data [21][27]. - The plan emphasizes the importance of industrial internet development, promoting the integration of 5G, edge computing, and industrial control systems [29][30]. Group 3: Innovation and Application - The communication industry will focus on innovation in technology, business models, and management systems, accelerating the large-scale application of 5G [3][32]. - The plan targets improvements in social governance through digital transformation and enhanced service experiences in various sectors, including smart ocean and low-altitude economy [3][38][41]. - A comprehensive support system will be established to ensure the effective implementation of the action plan, including organizational coordination and investment management [3][45].

Core Viewpoint - The Fujian Provincial Communication Administration has issued the "Action Plan for Promoting High-Quality Development of New Information Infrastructure in the Information and Communication Industry (2025-2027)", aiming to enhance the coverage and quality of communication networks in the province by 2027, with a target of over 80% penetration rate for 5G personal users [1] Group 1: Network Infrastructure Upgrade - The plan includes upgrading network infrastructure to enhance 5G supply capacity, targeting 43 5G base stations per 10,000 people, with a 5G personal user penetration rate exceeding 80% and 5G traffic accounting for over 75% [2] - The goal is to establish over 35,000 5G-A base stations and accelerate optical network construction, aiming for 80% of ports to be 10G-PON or above and 45% of users to have gigabit access [2] - The initiative also includes the creation of "ten-thousand megabit" communities, factories, and parks, with at least 20, 10, and 5 respectively, alongside upgrading backbone networks to 400GE bandwidth and deepening the application of IPv6+ technology [2] Group 2: Collaborative Development of Computing and Networking - The plan aims to explore and improve the comprehensive supply system for computing power, targeting a data center computing power scale of 9 EFLOPS, with 100% disaster recovery coverage for core and important data in key industries [2] - It includes achieving 100% OTN coverage in key locations and establishing an efficient computing and network scheduling system, creating a four-level "1-5-10-20" latency circle for different regions [2] Group 3: Infrastructure Deployment for Integration - The focus is on upgrading industrial networks by promoting deep integration of 5G, edge computing, and industrial control systems, while also planning for future technologies like satellite internet [3] - The initiative aims to advance the integration of the industrial internet into the entire lifecycle of manufacturing, including research, production, supply, sales, and services [3] Group 4: Innovation in the Communication Industry - The plan emphasizes increasing innovation in communication technologies, business models, and management systems, accelerating the large-scale application of 5G, and promoting the maturity of the millimeter-wave industry chain [3] - It aims to deepen the integration of information communication technology innovation with industrial innovation [3] Group 5: Application Empowerment - The focus is on enhancing digital transformation in social governance, upgrading life service experiences, and advancing smart ocean and low-altitude economy scenarios [3] - The plan aims to achieve dual breakthroughs in improving social governance efficiency and upgrading life service experiences [3] - It also emphasizes strengthening organizational coordination, fostering a collaborative innovation environment, enhancing investment coordination, and increasing publicity and guidance [3]

Market Performance - The US stock market indices collectively rose, with the Dow Jones increasing by 1.78% to 42,343.65 points, the Nasdaq rising by 2.47% to 19,199.16 points, and the S&P 500 gaining 2.05% to 5,921.54 points [1][2] Company Updates - Salesforce announced plans to acquire data management platform Informatica for approximately $8 billion to enhance its competitive edge in the artificial intelligence market [7] - Kuaishou reported Q1 revenue of 32.61 billion RMB, a year-on-year increase of 10.9%, with an average daily active user count reaching a record high of 408 million [8] - Xiaomi Group reported Q1 revenue of 111.29 billion RMB, a year-on-year increase of 47.4%, with adjusted net profit rising by 64.5% to 10.68 billion RMB [8] - Pinduoduo announced Q1 revenue of 95.67 billion RMB, a year-on-year increase of 10%, but adjusted net profit decreased by 45% to 16.916 billion RMB [9] - Jinlongyu announced that its solid-state battery business has not yet formed stable long-term revenue, although some progress has been made in technology development [10][11] Regulatory and Policy Developments - The Ministry of Industry and Information Technology, along with other agencies, issued a plan to strengthen the digital transformation of the electronic information manufacturing industry, focusing on advanced computing and new information infrastructure [3] - The State Administration for Market Regulation emphasized the importance of fair competition and the need for policy innovation to support the development of the private economy [4] - The Financial Regulatory Bureau highlighted the need to adapt to the rapid evolution of artificial intelligence technology in the financial sector and to enhance digital financial regulation [5]