【环球网科技综合报道】随着5G网络规模化部署基本完成，移动通信产业正迎来代际升级的重要窗口期。作为5G向6G演进的承前启后阶段，5G-A不仅在速 率、时延、连接密度等基础性能上实现跃升，更通过引入通感一体、无源物联、星地融合、智能内生等新能力维度，推动网络从"连接管道"向"智能服务载 体"转型。近日，在京举办的"第二届5G-A万兆网产业论坛"上全面呈现了我国5G-A在标准推进、网络部署、应用孵化和生态构建方面的最新进展。 政策引导与顶层设计持续加码 工业和信息化部信息通信发展司二级巡视员黄先琼在致辞中指出，5G-A是构筑未来数字基础设施的关键支撑，具备"更高速率、更低时延、更强智能"的典 型特征。她强调，要深化网络覆盖，夯实底座支撑；坚持创新驱动，筑牢产业基础；拓展融合应用，激发倍增效应。她呼吁产业各界协同探索，共同开创移 动通信高质量发展的新格局。 中国通信标准化协会秘书长代晓慧表示，5G-A的蓬勃发展正加速万兆时代的到来。当前，我国已初步构建起覆盖芯片、终端、网络、平台与应用的完整产 业链条，重点行业示范项目有序落地，商业模式闭环正在形成。她特别强调，需进一步推动标准与产业应用的深度融合，以技术标准为牵引 ...

Core Viewpoint - The Ministry of Industry and Information Technology authorized the China Academy of Information and Communications Technology to release the 2024 national key regional mobile network quality evaluation results, highlighting Shandong Mobile's outstanding network quality and performance, placing it among the national leaders [1] Group 1: Evaluation Results - The evaluation covered 100 key cities across 31 provinces, focusing on nine high-frequency usage scenarios, including major roads, government centers, and residential areas, assessing network coverage, access speed, latency stability, and user perception of common apps [3] - Shandong's cities, including Jinan, Qingdao, Linyi, Weifang, Yantai, and Zibo, collectively won 13 awards, with Qingdao, Linyi, and Zibo receiving the comprehensive operator award, ranking first nationally [3] Group 2: Network Investment and Development - Since the commercial launch of 5G, Shandong Mobile has invested heavily in network infrastructure, building 107,000 5G base stations for continuous coverage across urban and rural areas, and becoming the first province to establish a "dual gigabit" demonstration [4] - The company has optimized over 20,000 key areas, addressing coverage issues in elevators and underground parking lots, improving average signal strength by 15 dB, and achieving a video call success rate of over 99.5% [4] Group 3: User Experience Enhancement - User experience speed has increased by 37% year-on-year in key scenarios, with targeted optimizations in high-value user areas and transportation hubs [5] - In Jinan, initiatives are underway to enhance signal quality in residential areas and underground garages, aligning with digital infrastructure development needs [5] Group 4: Smart Tourism Initiatives - In the Taishan scenic area, 10 5G-A integrated base stations were opened, achieving over 2x download speed improvement, with peak speeds reaching 500 Mbps during tourist peak times [7] - The deployment of 5G technology supports various smart tourism applications, enhancing visitor experiences through AI services and real-time video transmission [7] Group 5: Ecological and Technological Development - The company is focused on leveraging advanced technologies like 5G, IoT, and AI to create benchmarks for 5G industry applications, particularly in ecological protection and monitoring in the Yellow River basin [9] - Shandong Mobile has developed a 5G-based ecological monitoring platform, achieving real-time video transmission from 20 kilometers offshore, setting a national precedent for ecological monitoring applications [9] Group 6: Future Outlook - Shandong Mobile plans to continue optimizing network architecture and expanding intelligent computing capabilities, aiming for a seamless network experience characterized by zero latency and zero interruptions [12]

Core Insights - The article discusses the acceleration of 5G-A commercialization and its transformative impact on various industries, highlighting advancements in communication technology and user experience [1][2][3]. Group 1: 5G-A Technology Advancements - 5G-A offers enhanced transmission speeds, with peak download rates increasing from 1 Gbps to 10 Gbps and upload rates from 100 Mbps to 1 Gbps [2]. - The technology reduces latency to millisecond-level responses, significantly improving real-time communication and low-latency service quality [2]. - 5G-A introduces "integrated sensing," allowing stable connections for a vast number of devices and promoting the development of smart homes and smart cities [2]. Group 2: Industry Applications - 5G-A is driving digital transformation across various sectors, such as retail, where it enables automated inventory management and user behavior analysis through passive IoT technology [3]. - In manufacturing, 5G-A enhances operational efficiency by enabling real-time communication between devices, as seen in the smart factory initiatives [3]. - The tourism and entertainment industries are also benefiting from 5G-A, with applications in XR gaming that allow multiple users to engage in virtual experiences seamlessly [3]. Group 3: Future Potential and Policy Support - Recent policies, including the "5G Scale Application 'Set Sail' Action Upgrade Plan," aim to promote the transition from 5G to 5G-A, with projections indicating that by 2025, 5G-A users in China could reach nearly 1.3 billion, accounting for over 50% of the global total [5]. - 5G-A is expected to expand the capabilities of mobile communication, enhancing production efficiency and integrating with other technologies to create new possibilities for future living and working environments [5]. - The technology is crucial for high-bandwidth applications like Cloud VR, which require stable bandwidth of hundreds of Mbps per user, a demand that 5G-A is well-equipped to meet [5].

Core Insights - China Mobile reported a strong performance for the first half of 2025, with significant growth in both mobile and home market revenues [2][3] Financial Performance - Total operating revenue reached RMB 543.8 billion, with communication service revenue at RMB 467.0 billion, reflecting a year-on-year growth of 0.7% [3][5] - EBITDA was RMB 186.0 billion, showing a 2.0% increase year-on-year [3] - Net profit attributable to shareholders was RMB 84.2 billion, up 5.0% compared to the previous year [3] Customer Metrics - The total number of mobile customers reached 1.005 billion, with a net increase of 560,000 [2] - 5G network customers totaled 599 million, with a net increase of 46.9 million, achieving a penetration rate of 59.6% [2] - Home broadband customers reached 284 million, with a net increase of 6.23 million [2] Investment and Infrastructure - China Mobile invested RMB 25.8 billion in 5G network infrastructure, with over 2.599 million 5G base stations operational, marking a net increase of 187,000 [2] - The company achieved 100% cloud integration of its core network, leading the global market [2] Dividend Announcement - The company declared an interim dividend of HKD 2.75 per share, representing a year-on-year increase of 5.8% [3]

Core Insights - The National Internet Information Office released the "National Information Development Report (2024)", highlighting the successful development and testing of 5G-Advanced (5G-A) technology, with over 300 cities expected to achieve 5G-A network coverage by the end of 2024 [1][9]. Group 1: 5G-A Technology Overview - 5G-A, also known as 5.5G, is an upgraded version of traditional 5G, with a lifecycle of approximately 10 years between generations [3]. - The maximum data download speed of 5G-A is expected to increase from 1 Gbps to 10 Gbps, while upload speeds will rise from 100 Mbps to 1 Gbps, significantly reducing download times for large files [4]. - 5G-A supports millisecond-level latency and centimeter-level positioning accuracy, enhancing real-time communication and applications in fields like remote surgery and industrial automation [4]. Group 2: Market Implementation and Expansion - China Mobile has launched 7,000 5G-A base stations in Beijing, covering key areas within the Sixth Ring Road [10]. - Major telecom operators are actively investing in 5G-A, with China Mobile planning to invest nearly 10 billion yuan to expand AI applications in wireless networks and upgrade over 400,000 base stations [11]. - China Telecom and China Unicom are also focusing on deploying 5G-A across multiple industries and key urban areas, enhancing applications in IoT, automotive networks, and industrial internet [11]. Group 3: Impact on Industries - 5G-A is expected to drive automation and efficiency improvements in traditional industries, enabling smarter equipment connectivity and data transmission [11]. - The technology's capabilities will facilitate real-time data sharing across supply chain processes, optimizing inventory management and logistics [11]. - Experts suggest that 5G-A will evolve from a communication tool to a productivity engine, supporting future industries like artificial intelligence and brain-computer interfaces [12][14].

Core Insights - The National Internet Information Office released the "National Information Development Report (2024)", highlighting the successful development and testing of 5G-A technology, with over 300 cities in China expected to have 5G-A network coverage by the end of 2024 [1] Group 1: Key Features of 5G-A - 5G-A, also known as 5.5G, offers a tenfold increase in speed compared to 5G, with maximum data download rates rising from gigabits to tens of gigabits, and upload speeds increasing from hundreds of megabits to gigabits [1] - 5G-A supports millisecond-level latency, enabling centimeter-level positioning accuracy, which is a significant improvement over the meter-level accuracy of initial 5G, making it suitable for real-time communication and low-latency applications [2] - 5G-A can connect more devices simultaneously, providing stable connections in crowded environments and supporting the development of IoT and smart city initiatives [3] Group 2: Accessibility and User Experience - Users can experience 5G-A with existing mainstream devices as long as local base stations support it, and there are no additional charges for accessing the faster network [4] - The deployment of 5G-A testing networks by operators across 31 provinces in China is expected to support up to 50 million users [6] Group 3: Applications and Future Prospects - 5G-A features three unique capabilities: integrated communication and sensing, intelligent uplink, and a unified approach to sensing, which have broad applications in emerging fields like low-altitude economy and autonomous driving [7] - The "integrated sensing" capability can enhance vehicle perception for real-time traffic management and improve smart home devices' ability to recognize household activities, contributing to urban public management through environmental monitoring [9] - As 5G-A technology matures, it is expected to support advanced platforms for spatial computing and brain-computer interfaces [9]

Core Viewpoint - The 2025 World Mobile Communication Conference highlights the global focus on 6G development, particularly in the context of advancements in 4G and 5G technologies in China [1] Group 1: 6G Development and Global Competition - Many countries are accelerating their 6G development efforts, viewing it as a strategic priority in the new technological revolution [2] - The 3GPP organization is leading the standardization efforts for 6G, with significant contributions from the US, Europe, South Korea, and Japan [2] - China plans to initiate its 6G technology standard research in June 2025, with a completion target for the first version of technical specifications by March 2029 [2] Group 2: Key Innovations in 6G - 6G is expected to bring three key transformations: integrated sensing and communication, intrinsic intelligence, and expanded communication objects [3] - The concept of "human-machine-object-spirit" will be introduced in 6G, where "spirit" refers to intelligent agents capable of autonomous learning and decision-making [3] Group 3: Semantic Communication as a Breakthrough - China has developed the world's first intrinsic intelligent communication system aimed at 6G, known as semantic communication, which is considered a pivotal technology for 6G [4] - Semantic communication enhances efficiency without relying on unlimited bandwidth, achieving 6G-level performance using existing technologies [4] - The first international field test network for 6G communication and intelligence integration has been established, demonstrating significant performance improvements [4] Group 4: Future Communication Paradigms - The future of communication is shifting from "send then compute" to "compute then send" or "compute while sending," emphasizing the need for machines to express intentions accurately [5] - 6G aims to support a comprehensive AI system, creating a feedback loop similar to human sensory and neural systems, thereby enhancing interaction between the physical and digital worlds [5][6] Group 5: China's Position in Global 6G Development - China has made significant progress in 6G technology research and international standardization, contributing to global advancements [7] - The consensus in the ongoing standardization efforts is that future mobile communication systems must be built on intrinsic intelligence rather than external intelligence [7] - Continuous innovation and the development of unique applications, such as semantic communication, are essential for China's competitive edge in 6G [7]

Core Viewpoint - The company, ZTE Microelectronics, is positioning itself as a leader in the domestic RF front-end chip industry by investing heavily in its own wafer fabrication plant, which is seen as a critical technological foundation for future growth [1][2]. Group 1: Investment in Wafer Fabrication - The establishment of a wafer fabrication plant is crucial for the RF front-end industry, as major international players like Skyworks and Qorvo own their own facilities, while most domestic firms operate on a fabless model [2]. - The trend towards modularization in the RF front-end industry increases the barriers to entry, as higher integration levels are required for RF module products [2][3]. - The company believes that the fabless model is inefficient for RF front-end due to the non-standardized processes involved, making in-house fabrication essential for maintaining competitive advantage [2]. Group 2: Market Changes and Technological Evolution - The company has identified significant market changes, such as the transition from 3G to 4G and then to 5G, as key drivers for its rapid growth [3]. - Current technological advancements necessitate new application forms that traditional RF front-end definitions cannot accommodate, leading to a need for innovative manufacturing resources [3]. Group 3: Patent Dispute with Murata - The company is currently involved in a patent dispute with Japan's Murata, with five patents in question, primarily related to structural and parameter aspects that do not affect the core architecture of its products [4][5]. - The company has initiated a strategy to counter the patent claims and has previously filed for the invalidation of a Murata patent, which was deemed non-innovative by the National Intellectual Property Administration [5]. - The company emphasizes its commitment to fair competition and robust intellectual property management, investing significant resources in legal partnerships to safeguard its innovations [6].

Core Viewpoint - The emergence of 5G-A, also known as 5.5G, represents an upgrade from 5G and serves as a transitional phase towards 6G, with both technologies expected to coexist for a significant period, each playing vital roles in various applications and scenarios [1][2]. Group 1: Technological Advancements - 5G-A offers substantial improvements over 5G, including a tenfold increase in speed, connection density, positioning accuracy, and energy efficiency [1]. - The technology supports new capabilities such as integrated sensing and communication, passive IoT, and endogenous intelligence, enhancing its applicability across diverse scenarios [1][2]. Group 2: Market Dynamics - The development of 5G-A is a response to the growing demands for communication networks in emerging fields like smart transportation and manufacturing, as existing 5G networks struggle to meet these needs [2]. - The introduction of 5G-A aims to address the slowdown in 5G growth and the challenges in acquiring new users, as the market has reached a saturation point in 5G adoption [2]. Group 3: Complementary Relationship - 5G and 5G-A are not in a simple replacement relationship; instead, they complement each other, with 5G-A optimizing and upgrading the existing 5G infrastructure without disrupting its architecture [2][3]. - The coexistence of both technologies fosters a more robust communication ecosystem, enhancing the overall industry landscape and driving innovation [3]. Group 4: User Adoption and Industry Impact - As of now, there are approximately 1.068 billion 5G mobile phone users in China, indicating widespread acceptance of 5G technology [3]. - 5G continues to support essential applications such as mobile payments and social networking, while 5G-A provides additional capabilities for more demanding applications, allowing users to choose the appropriate network based on their needs [3].

Core Viewpoint - The introduction of 5G-Advanced (5G-A), also known as 5.5G, represents a significant upgrade from traditional 5G, enhancing various aspects such as speed, latency, and connectivity, thereby expanding its application scenarios beyond mere communication [1][2]. Group 1: Technical Enhancements - 5G-A offers a maximum data download speed increase from 1 Gbps in early 5G to 10 Gbps, while the upload peak rate rises from 100 Mbps to 1 Gbps, allowing for rapid downloads of large files [2]. - The latency is significantly reduced to millisecond levels, making it suitable for real-time communication applications like online gaming and video conferencing, as well as critical applications such as remote surgeries and industrial automation [2]. - 5G-A supports a larger number of devices simultaneously, ensuring stable connections in crowded environments, which is essential for the development of IoT and smart city initiatives [2]. Group 2: New Application Scenarios - 5G-A introduces capabilities in three main areas: "integrated communication and sensing," which enhances real-time environmental awareness and data capture, facilitating applications in smart vehicles and home automation [3]. - The "integrated communication and sensing" feature allows for improved traffic management and environmental monitoring, contributing to urban public management and smart infrastructure [3]. - 5G-A is evolving from a communication tool to a productivity engine, aligning with advancements in artificial intelligence, IoT, high-end manufacturing, and low-altitude economy [3]. Group 3: Deployment and Accessibility - Chinese operators have deployed 5G-A testing networks across 31 provinces, with the capacity to support 50 million users [4]. - The Ministry of Industry and Information Technology emphasizes the importance of advancing key technologies like 5G-A and 6G, aiming to accelerate the establishment of a new information infrastructure standard system [4].