对此，空分复用（SDM）技术已成为国际公认的未来发展方向。传统海底光缆就像一条单车道公路， 数据只能单向排队通行；而SDM技术相当于把单车道公路拓成多车道，并且划分不同的"专用通道"， 让更多数据同时高速传输。 江苏省海底通信与感知重点实验室依托亨通华海的产业优势，分阶段推进三代SDM技术研发：SDM1.0 相当于在一根海缆里塞进更多的光纤"车道"；SDM2.0通过在同一根光纤中设置多个光纤芯，实现光信 号的并行传输，将传统单模光纤的"单车道"变成立体的"多车道"，成倍提高光纤传输容量；SDM3.0则 相当于在"车道"里再细分出不同的"通道"，最大化提升传输效率。 "通过技术创新，我们将突破香农极限的理论制约——这个极限就如同公路的设计时速上限，我们要做 的就是通过技术升级，提高公路时速并增加车道，让车辆跑得更快、更多。"江苏省海底通信与感知重 点实验室副主任许人东介绍，实验室的目标是实现海底通信系统传输速率提升1至4倍、系统容量提升2 至10倍。 这一目标的达成，离不开实验室强大的研发平台支撑。这里已建成达到世界先进水平的CNAS认证亚太 地区海洋通信系统实验室、跨洋通信系统实验室，以及模拟水下环境的大型试 ...

"差异化连接"：从卖流量到卖服务的商业模式革命 面对5G"增量不增收"的困境，爱立信于2024年首次提出"差异化连接"理念。吴立东阐释，从"卖流 量"到"卖服务"存在三大根本区别：价值主张、客户感知和定价逻辑。 "卖流量是卖资源，卖服务是保证业务目标。"吴立东举例，远程手术需要99.999%可靠的连接，大型赛 事直播需要全程稳定，这些是"服务"所能承诺的。客户感知也随之改变，用户从只关注流量多少，转向 为体验付费。定价逻辑则变为为价值而非数据量买单。 凤凰网科技讯12月24日，全球通信设备商爱立信召开媒体沟通会，解读其最新发布的《爱立信2025移动 市场报告》及《CTO技术趋势报告》。爱立信东北亚区副总裁吴立东等嘉宾接受凤凰网科技等媒体采 访，就5G发展现状、6G前景、运营商商业模式转型以及未来技术趋势展开深度分享。 "SA(独立组网)是5G演进的核心。"张嘉隆强调。据GSMA统计，全球已商用SA网络约90张，爱立信支 持了其中50张。在SA网络基础上，网络切片、VoNR、RedCap等新服务正不断涌现。爱立信预计，未来 两到三年，其80%的5G客户将升级至SA网络。 另一个关键指标是5G中频段覆盖率。报告显 ...

证券日报网讯12月16日，天银机电（300342）在互动平台回答投资者提问时表示，公司的控股子公司天 银星际的主营产品为恒星敏感器，不涉及通感一体的研究；公司全资子公司华清瑞达是从事雷达射频仿 真及电磁环境仿真系统产品研发、生产、销售和服务的企业，长年承担雷达目标模拟器的研制工作，拥 有丰富的雷达射频仿真及电磁环境仿真系统研发经验，已与某通信头部企业就"通感一体化"的仿真测试 达成合作意向，目前该项目仍在进展中。 ...

Core Insights - 6G technology is currently in the experimental phase, with specific applications being tested, such as long-distance communication for drone monitoring over large water bodies like Taihu Lake [1][6] - The technology promises to significantly enhance communication capabilities, with potential speeds up to 100 times faster than 5G, enabling real-time transmission of high-definition video and supporting future applications like 8K/16K video and holographic communication [3][5] - 6G aims to achieve comprehensive coverage without dead zones, integrating communication and sensing technologies to create a unified network across air, ground, and sea [6][9] Technological Advancements - The introduction of terahertz communication systems is a key breakthrough, likened to a "super highway" compared to the "four-lane highway" of 5G, allowing for massive data transfer capabilities [3][5] - 6G technology will enable ultra-low latency and high reliability, with goals of achieving transmission delays as low as 100 microseconds and reliability rates of 99.99999% [12][14] - The integration of communication and sensing capabilities in 6G will reduce equipment costs and operational personnel needs, enhancing efficiency in various applications [7][9] Industry Impact - China has completed the first phase of 6G technology trials, establishing over 300 key technology reserves, with plans for commercial applications expected around 2030 [10][14] - The anticipated growth of the Internet of Things (IoT) is significant, with projections indicating that the number of IoT connections in China will exceed 3.5 billion this year, supported by a robust digital economy [16][18] - The government has invested over 8 billion yuan in IoT initiatives, with 86 national standards published, facilitating the transition from 5G to 6G and other advanced communication technologies [18]

Group 1: 6G Development and Technology - The "14th Five-Year Plan" emphasizes the strategic layout of future industries, including the promotion of 6G as a new economic growth point, with ongoing experimental validations in specific scenarios [1] - 6G technology is expected to integrate communication and intelligence deeply, creating a comprehensive network that covers air, space, land, and sea, achieving full coverage without dead zones [3] - The first phase of 6G technology testing has been completed in China, resulting in over 300 key technology reserves, showcasing high demands for latency and stability through real-time wireless control in applications like smart factories [7] Group 2: Future Commercialization and Standards - During the "14th Five-Year Plan" period, China will focus on developing 6G standards and industrial research and development, with commercial applications expected to start around 2030 and large-scale deployment by 2035 [9]

Core Viewpoint - The article emphasizes the growing importance of radio frequency front-end modules in smartphones, particularly in the context of 5G technology, highlighting China's progress in this high-tech field and the competitive landscape among domestic and international players [1][2][6]. Summary by Sections Radio Frequency Front-End Modules - Radio frequency front-end modules, consisting of components like power amplifiers (PA), low noise amplifiers (LNA), switches, and filters, are critical for signal transmission and reception in smartphones [1]. - The complexity of these modules is increasing due to high integration requirements and the need to support multiple frequency bands, particularly in the Sub3G L-PAMiD category [1][2]. Technical Challenges - The development of high integration modules like Sub3G L-PAMiD faces significant challenges, including high design complexity, fragmented frequency bands, and stringent size and packaging requirements [1]. - The design and packaging of filters and duplexers for these modules require advanced techniques and materials, with a focus on minimizing size while maximizing performance [1][4]. Market Dynamics - Major smartphone manufacturers are increasingly adopting high integration L-PAMiD modules, with Chinese brands achieving significant milestones in domestic production and design capabilities [2][3]. - The market for radio frequency front-end components is evolving, with a shift from lower integration solutions to more complex, high-performance modules [3][6]. Future Trends - The future of radio frequency front-end technology is geared towards higher performance, greater integration, and smaller sizes, driven by the demands of 5G and beyond [4][5]. - Emerging technologies such as ultra-wideband and carrier aggregation are becoming critical for achieving high data rates in 5G, necessitating advancements in linearity and isolation in front-end components [5]. Industry Positioning - China's radio frequency front-end industry is transitioning from a technology follower to a standard setter, with opportunities to capture greater market share in the 5G and 6G eras [6]. - The industry's growth is supported by strong market demand, capital investment, and technological advancements, although challenges remain in certain core materials and high-end manufacturing equipment [6].

Group 1 - The core viewpoint of the article emphasizes the role of Zhongjin Qixin International Consulting in providing specialized consulting services for market share certification, product certification, and project feasibility reports, aimed at enhancing strategic decision-making for enterprises [2][3]. - Zhongjin Qixin International Consulting has 13 years of experience in compiling project feasibility reports and business plans, offering comprehensive solutions for project initiation, investment decisions, and risk assessments [2][3]. - The company utilizes a self-built database and a professional research team to provide customized solutions for various sectors, leveraging official and third-party data resources [2][3]. Group 2 - The article outlines the process of perception signal processing, which includes baseband generation, RF transmission, spatial propagation, RF reception, and baseband processing, highlighting the importance of extracting relevant information from wireless signals [3]. - It discusses the need for appropriate signal processing methods to enhance perception accuracy and efficiency, particularly in the presence of environmental interference and data characteristics [4][5]. - The article details various signal preprocessing techniques, including noise reduction, interference suppression, and data dimensionality reduction, which are essential for improving the quality of perception signals [4][5][8]. Group 3 - The article provides an overview of the global perception signal processing technology market, including market size analysis, supply-demand structure, and sales revenue trends [11][12]. - It analyzes the development trends of the perception signal processing technology market in major regions, including Europe, the United States, Japan, and South Korea, with a focus on market growth rates from 2019 to 2031 [11][12]. - The article also discusses the political, economic, and social environments affecting the perception signal processing technology industry in China, along with the technological development trends [12][13]. Group 4 - The article presents a comprehensive analysis of the operational status of the perception signal processing technology industry in China from 2019 to 2024, including total sales revenue and profit analysis [14][15]. - It evaluates the industry's financial indicators, such as sales gross margin and profit margin, to assess the overall financial health of the perception signal processing technology sector [16][17]. - The article highlights the competitive landscape of the perception signal processing technology industry, focusing on key competitive factors and strategies for market players [18][19]. Group 5 - The article forecasts the investment opportunities in the perception signal processing technology industry during the 14th Five-Year Plan period, identifying potential growth areas and technological development directions [20][21]. - It discusses the investment characteristics of the perception signal processing technology industry, including entry barriers and profitability factors [22][23]. - The article concludes with an evaluation of the investment value of the perception signal processing technology industry, emphasizing the potential for new growth points during the 14th Five-Year Plan [20][23].

Group 1 - The company achieved a revenue of 345,275,576.66 yuan in 2024, representing a year-on-year growth of 62.49% [2][3] - The net profit attributable to shareholders for 2024 was 76,612,908.51 yuan, with a year-on-year increase of 21.03% [2][3] - The company plans to maintain a certain level of R&D investment to enhance its core competitiveness and ensure continuous technological innovation [2][3] Group 2 - The company has signed contracts worth approximately 900 million yuan since the beginning of 2024, indicating optimistic bidding and product delivery conditions [2][3] - The company is actively expanding its international market presence and plans to establish a wholly-owned subsidiary in Hong Kong [3][4] - The company’s radar products are being tested in multiple cities, including Guangzhou, Shenzhen, and Zhuhai, with expectations for potential orders in the low-altitude economy sector [3][4] Group 3 - The company’s R&D investment for 2024 was 7,847.85 million yuan, accounting for 22.73% of its revenue [2][3] - The company is focusing on developing new products and enhancing software capabilities for various applications, including weather detection and public safety [4] - The company aims to become a global leader in radar system solutions by leveraging its core technologies and expanding its product offerings [4]

Core Viewpoint - The emergence of 5G-A signals in Beijing indicates a significant upgrade in mobile network capabilities, promising enhanced communication experiences and broader applications across various industries [1][3]. Group 1: 5G-A Overview - 5G-A offers substantial improvements over 5G in terms of capacity, speed, latency, positioning, and reliability, potentially supporting 500 million IoT devices [3]. - The technology is currently being tested across 31 provinces in China and has been validated in regions such as Europe, Latin America, and the Middle East [3]. Group 2: Operator Strategies - Major telecom operators are rapidly advancing their 5G-A initiatives, with China Mobile planning to invest nearly 10 billion yuan to upgrade over 400,000 base stations [7]. - China Telecom aims to implement 5G-A applications across various industries and scenarios, collaborating with the supply chain for innovative pilot projects [7]. - China Unicom intends to launch 5G-A in 39 key urban areas and over 300 significant city scenarios this year [7]. Group 3: Applications and Opportunities - The robust communication capabilities of 5G-A will enhance traditional industries by enabling more efficient device connectivity and data transmission, leading to smarter and more automated production processes [9]. - The integration of 5G-A with AR technology is expected to mature spatial computing platforms and support advanced technologies like brain-computer interfaces [9]. - 5G-A's capabilities will facilitate immersive applications such as XR (extended reality), holographic communication, and cloud gaming, while significantly improving response times for emergency communications and telemedicine [10].

Group 1: Company Overview and Financial Performance - The company reported a significant increase in overseas revenue, rising from 36% in 2024 to 53% in Q1 2025, driven by markets in the Middle East, Southeast Asia, and Russia [3] - The satellite communication business contributed to revenue growth, with approximately 12 ground stations delivered and new satellite antenna orders secured [3][4] - The company's traditional business maintained stability despite a 30-50% decline in peers' operator business, thanks to cost reduction and customized antenna solutions [3] Group 2: Research and Development Investments - In 2024, the company invested 8% of its revenue, amounting to approximately 96.03 million, in R&D, with plans to increase this investment in 2025 [4] - Key R&D focuses include satellite communication technologies, ground station antennas, and MACRO Wi-Fi systems to support integrated coverage [4] Group 3: Growth in Traditional and New Markets - The company is expanding its traditional business through new products like high-efficiency green antennas, achieving over 70% efficiency improvement, particularly in high-end markets like Europe and North America [5] - The company has delivered 2,000 integrated antennas for 5G applications, with plans for nearly 10,000 more, anticipating growth in low-altitude economic policies [5] Group 4: Satellite Communication Market Position - The company achieved a leading position in the civil satellite communication market, with 2024 revenue reaching 42.80 million from satellite communication services [6] - The company is involved in major satellite constellation projects and is well-positioned for future growth as national satellite internet initiatives accelerate [7] Group 5: Strategic Planning and Market Expansion - The company plans to enhance its presence in high-end markets and expand into regions like Europe, Canada, and the U.S., while also investing in South America and Southeast Asia [8] - The focus will be on balancing traditional communication business with new ventures in satellite and 6G technologies, leveraging overseas market advantages [8] Group 6: Product Launch and Market Strategy - The MACRO Wi-Fi product was launched at the Barcelona Global Communications Exhibition, targeting developing countries and satellite operators to address connectivity issues [9] - Initial interest in the product has expanded to include various international ISPs and operators, with bulk procurement expected to begin in Q3 2025 [10]