2025中国移动全球合作伙伴大会上，中国移动董事长杨杰表示，将全面推动数智设施升级，强化AI+能 力供给，坚持适度超前原则，持续推进新型信息基础设施建设。其中，中国移动要打造高效智算设施。 完善云智一体、训推一体算力资源体系，推动云计算向"云智算"升级，加快算网大脑向"算网智脑"升 级，强化智算互联互通和供需对接。探索十万卡级智算中心、量子科技基础设施建设，推进算电协同， 持续做优"通智超量"算力一体化供给。 ...

Core Viewpoint - The article highlights the advancements in China's new information infrastructure, particularly in 5G and computing power, showcasing significant upgrades in coverage, efficiency, resource sharing, and connectivity [1][2][3]. Group 1: Infrastructure Development - As of July 2023, 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 township" [1]. - A special action for "signal enhancement" is being implemented to deepen coverage of 5G and gigabit optical networks in key areas such as cultural tourism and transportation hubs, improving network quality and user experience [1]. Group 2: Computing Power Integration - The construction of computing power infrastructure is progressing steadily, with 10.85 million standard racks in use and an intelligent computing power scale reaching 788 EFLOPS (FP16 half precision) as of June 2025 [2]. - The national integrated computing power network system is being accelerated, with transmission delays between national hubs not exceeding 20 ms and between regional computing nodes not exceeding 1 ms [2]. Group 3: Resource Sharing and Sustainability - The sharing rate of newly built towers has reached 85%, with over 95% of new 5G base stations utilizing existing site resources, equivalent to saving 1.2 million communication towers and 68,000 acres of land [2]. - The promotion of 5G inter-network roaming has effectively reduced redundant investments and enhanced the overall efficiency of the 5G network [2]. Group 4: Rural and International Connectivity - Thanks to ten years of continuous construction of universal telecom services, rural broadband network development has accelerated, achieving "broadband access in every administrative village" and over 90% 5G coverage [3]. - As of now, there are 15 international gateway exchanges, and telecom companies have invested in 17 international and Hong Kong-Macau-Taiwan submarine cable systems, significantly enhancing international communication capabilities [3].

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)", outlining a blueprint for the development of new information infrastructure in the province over the next three years [1] Group 1: Overall Goals - By 2027, Fujian aims to promote the widespread adoption of "dual-gigabit" networks, enhance network coverage in rural and remote areas, and expand the scale of communication network terminal connections [1] - The plan emphasizes the steady growth of computing power, the active evolution of 5G, and innovation in 10G optical networks, while significantly improving the resilience and modernization of the information and communication industry chain [1] Group 2: Key Tasks - **Network Infrastructure Upgrade**: Enhance 5G network supply capacity to achieve 43 5G base stations per 10,000 people, with a personal user penetration rate exceeding 80% and 5G traffic accounting for over 75%. The goal is to establish over 35,000 5G-A base stations and achieve 80% of ports being 10G PON or above, with 45% of users being gigabit users [2] - **Computing Network Coordination**: Develop a comprehensive computing power supply system, targeting a total computing power scale of 9 EFlops across provincial data centers, with 100% disaster recovery coverage for core and important data in key industries [2] - **Integrated Infrastructure Deployment**: Promote deep interconnection between 5G, edge computing, and industrial control systems, advancing the integration of the industrial internet into the entire lifecycle of manufacturing [2] - **Innovation in the Communication Industry**: Increase innovation in communication technology, business models, and management systems, accelerating the large-scale application of 5G [2] - **Application Empowerment**: Focus on four key scenarios: digital transformation of social governance, upgrading life service experiences, smart ocean initiatives, and low-altitude economy, aiming for dual breakthroughs in governance efficiency and service experience [2]

Core Insights - The telecommunications industry in China has seen a rebound in both business volume and revenue growth in the first four months of the year, with a total revenue of 598.5 billion yuan, reflecting a year-on-year increase of 1% [1] - The number of fixed internet broadband users reached 680 million, with 220 million users having access speeds of 1000 Mbps or higher, accounting for 32.4% of total users [1] - The mobile phone user base continues to grow, with 5G mobile phone users reaching 1.081 billion, making up nearly 60% of the total mobile phone users [1] - Mobile internet traffic has increased by 15.6% year-on-year in the first four months [1] - The construction of 5G networks is progressing steadily, with a total of 4.439 million 5G base stations established, representing 34.9% of all mobile base stations [1]

Core Insights - The information access equipment industry in China is experiencing rapid growth, with a projected market size of 1.92 trillion yuan in 2024, representing a 10% year-on-year increase [1][13][23]. Industry Overview - Information access equipment refers to devices that utilize specialized information and communication technologies to convert and transmit client data to telecom and broadcasting networks [3][5]. - The industry is categorized into four main types: public user access devices, large customer access devices, broadcasting network two-way access devices, and IoT information access devices [3]. Market Dynamics - The demand for information access devices is driven by the increasing need for upgraded technology and solutions, particularly among enterprise users [1][13]. - The construction of new information infrastructure, including 5G and gigabit optical networks, is expected to further boost market demand [23]. Industry Chain - The industry chain consists of component suppliers, manufacturers of information access devices, application sectors, and end-users [9]. - Key components include capacitors, resistors, integrated circuits, optical devices, and PCBs, which are crucial for the stability and reliability of access devices [9][11]. Competitive Landscape - The market is dominated by large enterprises with strong R&D capabilities, including companies like ZTE Corporation, Ruijie Networks, and Hangzhou Chuling Information Technology [17][19]. - These companies provide a wide range of access solutions and services to various sectors, including telecommunications and smart grid applications [19]. Development Trends - The construction of new information infrastructure will continue to drive industry growth, with significant market opportunities anticipated in the coming years [23]. - Environmental sustainability is becoming a critical focus, with companies expected to enhance green innovation and management practices [24][25]. - The industry is moving towards smart network access devices, leveraging advancements in AI and machine learning to improve performance and user experience [26].