Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The integration of 5G-A and AI is driving a new wave of technological revolution and industrial transformation globally, with a focus on creating a unified infrastructure that supports digital transformation across various sectors [4][9] - The report emphasizes the need for a "computing-network-intelligence" integrated solution to address the challenges faced by traditional network architectures in supporting industrial control and smart manufacturing [5][11] - China Mobile proposes a "5G-A × AI integrated solution" that leverages its network advantages and technological innovation to enhance production efficiency, optimize operational costs, and improve security [5][19] Summary by Sections 1. Background of 5G-A and AI Integration - The integration of 5G-A and AI is positioned as a core driver for new industrialization in China, supported by national policies aimed at enhancing the synergy between AI and the real economy [9][10] - Key challenges include the lack of integration among diverse network types, difficulties in real-time response to business needs, and the need for intelligent operations management [11][12] 2. 5G-A × AI Integrated Technology System - The report outlines a technology system based on the principle of "computing as the engine, network as the foundation, and intelligence as the brain," promoting deep integration of connectivity, computing power, and capabilities [14][15] - The architecture includes an edge intelligent core network, heterogeneous computing platform, and intelligent driving center, which collectively enhance the capabilities of enterprises [16][19] 3. Key Capabilities of Computing-Network-Intelligence - The edge intelligent core network is supported by a computing platform that allows for lightweight and elastic deployment, ensuring efficient resource allocation and high reliability [21][22] - Features such as heterogeneous access, intent-driven networking, and multi-modal perception are highlighted as essential for enhancing enterprise private networks [27][28][33] 4. Application Cases - The report presents case studies demonstrating the effectiveness of the integrated solution, such as reducing PLC control transmission latency from 60ms to under 20ms, significantly improving operational efficiency [48][53] - Another case illustrates the implementation of intent-driven intelligent management for 5G private networks, addressing challenges in traditional network operations [54][55]

Core Insights - The China Mobile Global Partner Conference showcased innovations in AI and 5G-A technology, emphasizing their integration into daily life and industrial applications [1] - China Mobile's upgraded Global Communication plan aims to enhance service value for 200 million high-end customers, with a target of 50 million 5G-A users by the end of the year [3] - The implementation of 5G-A across various provinces highlights its role in enhancing user experience and meeting the growing demand for high-speed connectivity [4] Summary by Region - **Guangdong**: Launched the first 5G-A high-speed rail dedicated network, achieving user download speeds of up to 3 Gbps and improving latency for popular apps [5][6] - **Zhejiang**: Accelerating 5G network upgrades with plans to establish 20,000 stations by the end of 2025, enhancing user experience in various urban and commercial areas [7][8] - **Beijing**: Introduced a "5G-A Worker Stadium Speed Package" for sports events, providing fans with high-speed connectivity and personalized experiences [9] - **Henan**: Developed a "Dynamic Interactive Logo" to enhance user engagement and service accessibility, allowing users to quickly access their service packages [10] 5G-A and AI Integration - The integration of 5G-A and AI is transforming the digital service ecosystem, moving beyond mere speed enhancements to creating new application scenarios [11] - Key technological advancements, such as super uplink capabilities, are expected to further accelerate the adoption of AI in various sectors, contributing to the development of a digital economy [11]

闻库在致辞中指出，数字经济已成为推动我国经济高质量发展的关键引擎，5G-A与AI作为数字经济的重要基石，正以蓬勃态势深刻改变生产生活、引领产 业变革与社会进步。当前，5G-A与AI融合已进入实质性突破阶段，在网络运维、自动驾驶、低空经济等领域成效显著，未来需聚焦三方面持续发力：一是 坚持创新、不断探索。加大基础研究投入，鼓励科研机构、企业联合攻关，在通感一体、AI大模型训练框架、异构算力调度等核心技术领域持续突破。二 是推动技术与市场紧密结合。以市场需求牵引技术研发，开发实用解决方案，打通技术落地"最后一公里"，形成"技术突破—市场验证—迭代优化"良性循 环。三是主动拥抱国际化发展。积极参与国际技术标准制定，推动我国技术方案成为全球共识，加强全球技术交流与产业合作。 智联万物方面，中国移动联合中国船舶、国家电网、中信科、华为、中兴、爱立信等产业合作伙伴共同发起成立"数智供应链无源物联网开放创新平台"，依 托"一码到底"供应链管理体系与"中移百灵"无源物联网端到端系列产品，创新供应链全流程解决方案，加速供应链数智化转型发展。 智联空天方面，中国移动联合中电科、南航数科、华为、中兴、中信科、亿航、高德、商飞、银河 ...

Core Insights - The year 2024 marks the simultaneous launch of "5G-A commercial year" and "AI entry year," driven by policy guidance, technological innovation, and market forces, leading to a deep integration of 5G-A and AI [1] - The integration of 5G-A and AI has entered a phase of substantial breakthroughs, with significant achievements in network construction, technology application, and scenario implementation [2] Network Construction - The number of 5G-A base stations in China has surpassed 600,000, covering over 300 cities, with more than 30 cities offering dedicated service packages [2] - The "dual 10G" capability has been commercialized, and key technologies such as integrated sensing and intelligent scheduling have been implemented [2] AI Empowerment - AI has significantly improved operational efficiency, with over 200 AI application scenarios embedded in network processes, leading to automation in fault detection and a 15% increase in base station energy efficiency [2] - AI-related network traffic has increased nearly 1000 times, with monthly active users of AI mobile terminals rising from 100 million to 1.2-1.3 billion [2] Application Scenarios - In the industrial sector, 5G-A and AI have transformed production modes, exemplified by a "black light factory" case where production efficiency increased by 86% [3] - In consumer and family scenarios, AI-integrated toys are enhancing learning efficiency and natural interaction [3] Healthcare and Transportation - The integration of 5G-A and AI is advancing "vehicle-road collaboration" and addressing uneven medical resource distribution, with remote medical systems in Tibetan areas utilizing 5G-A for data transmission and AI for diagnosis [4] - AI quality inspection solutions in traditional Chinese medicine production have improved efficiency by 23.47% [4] Challenges and Solutions - The lack of unified technical standards is a primary challenge, with calls for collaborative standard-setting among stakeholders [4] - Insufficient network adaptation capabilities and the need for an open ecosystem are critical for the long-term health of the integration, with suggestions for building open platforms for small and medium enterprises [4] Future Directions - Companies are focusing on a "1+5+X" strategy to advance ecosystem development, targeting five typical scenarios: people, family, transportation, industry, and objects [4]

C114讯 9月26日专稿（蒋均牧）移动AI时代的到来引发一系列变化，全球5G无线接入网络（RAN）市场正加速从"规模部 署"走向"纵深发展"、"价值变现"，5G本身的持续演进和与智能技术的深度融合是撬动这一进程的关键因素。 伴随网络规模的持续扩大与商用进程的不断提速，5G RAN市场整体呈现出两大趋势，即继续向前演进与高度集中化。 Gartner指出，仅仅推出5G SA并不足以实现端到端网络的现代化，要通过5G提供真正的价值，运营商的网络需要更加敏捷、 灵活和可靠；同时，5G发展的过去五年里，用例主要聚焦在面向消费者的增强型移动宽带服务（eMMB）上，5GtoB业务的 盈利仍将是一大挑战，高频频谱和毫米波频谱的应用，以及虚拟化、云化、智能化都将是重要的产业趋势。 接下来直至6G时代，5G技术及相关业务和服务将继续发展。越来越多运营商开始探索5G-Advanced技术乃至6G等未来技术， 试图将之用在现网上，为5G RAN市场带来了新的增长点。领先供应商通过引入Massive MIMO、动态频谱共享、AI赋能的网 络优化等新技术，不断提升网络的性能与效率。 另一方面，虽然多供应商策略似乎成为一种"政治正确"， ...

Group 1 - The 2025 China International Information Communication Exhibition has officially opened, showcasing new technologies, products, and business models under the theme "Digital-Physical Integration New Engine to Ignite Future New Momentum" [1] - The exhibition serves as a barometer for industry changes and a wind vane for technological evolution, leading industry trends and providing a glimpse into future smart living [1][4] - The Ministry of Industry and Information Technology highlighted that China has built the world's largest and most advanced information and communication network, with over 1.1 billion 5G mobile phone users and 86 economic categories covered by 5G applications [1] Group 2 - The integration of 5G and AI is a significant focus of the exhibition, with high-speed and stable communication networks providing a solid foundation for AI applications, which in turn enhance the intelligence of communication networks [2] - This integration is reshaping the industry landscape, indicating a transition to a smarter and more efficient era in the information communication sector, offering limitless possibilities for people's lives [2] Group 3 - AI technology breakthroughs are a major highlight of the exhibition, demonstrating how AI is moving from virtual realms into reality, driving profound changes in production and lifestyle [1] - Various AI elements are prominently featured throughout the exhibition, including AI-driven photography and music generation technologies [6][10]

Core Insights - The article emphasizes the robust growth and competitive edge of China's digital industry, driven by advancements in 5G and AI technologies, particularly with the rollout of 5G-A [1][3][4] - It highlights the significant revenue and profit growth in the digital sector, with a projected business income of 35 trillion yuan and a profit total of 2.7 trillion yuan for 2024, reflecting a year-on-year increase of 5.5% and 3.5% respectively [3] - The integration of 5G-A and AI is seen as a transformative force for various industries, enhancing digital transformation and creating new business opportunities [6][8] Industry Growth - China's digital industry encompasses key sectors such as electronic information manufacturing, software and IT services, and telecommunications, playing a crucial role in the economy [3] - Despite economic challenges, the digital industry has shown resilience, with over 90% of monitored core indicators experiencing year-on-year growth [3] Technological Advancements - China leads globally in 5G standard essential patent declarations, holding over 42% of the total [4] - By the end of 2024, China is expected to have built 4.251 million 5G base stations, supporting the widespread application of 5G technology [4] - The number of 5G-A users is approaching 30 million, with over 100 million compatible devices already in use, indicating growing consumer acceptance [4][6] AI Development - China accounts for 61.5% of the 45,000 newly published generative AI patents globally in 2024, showcasing its strong R&D capabilities [5] - AI applications are being utilized across various sectors, including healthcare, legal, and industrial fields, significantly improving efficiency and service quality [5][7] Market Dynamics - The digital economy in China remains the second largest globally, supported by a vast telecommunications network [6] - Consumer acceptance of 5G-A is increasing, with operators offering diverse products and packages to meet market demands [6][8] Future Outlook - The combination of 5G-A and AI is expected to create a new era in communication, enhancing user experiences and enabling innovative applications [7][8] - The telecommunications industry is positioned to leverage its unique value in the AI era, providing comprehensive solutions and services to consumers and businesses alike [8][9] - There is a call for further investment in AI technology and collaboration across the industry to foster innovation and enhance competitiveness in the global digital economy [9]

Core Insights - The upcoming 2025 China International Information and Communication Exhibition (also known as "Beizhan") is focusing on the integration of AI and communication technologies, with Huawei signaling that the deep fusion of 5G-A and F5G-A with AI computing will drive growth in the communication industry [1] Group 1: Commercialization Paths - Huawei is advancing three main commercialization paths: 5G-A, F5G-A, and edge computing, targeting individual, family, and industry scenarios [2] - As of now, 5G-A networks have been deployed in 300 cities, with over 30 million subscribers and more than 100 million compatible devices, expected to reach 250 million by year-end [2] - The true value of 5G-A lies in its ability to support multi-modal AI interactions and real-time applications through enhanced uplink capacity and reduced latency [2] Group 2: Home Solutions - Huawei is transforming homes into "AI to H" localized carriers using FTTR, 50G PON, and Wi-Fi 7, enabling low-latency support for voice/video interactions and local lightweight inference [3] - F5G-A is upgrading homes from "living spaces" to "intelligent centers," with plans for services like fresh food direct purchasing [3] - The establishment of 384 super nodes is tailored for low-latency, large-scale inference needs, with a shift from large data centers to provincial and municipal computing facilities [3] Group 3: Business Model Innovations - Huawei is collaborating with operators to standardize the "network + computing + application" package, with the "dedicated line + X" model already benefiting over 3 million SMEs in China [4] - The "rent instead of build" approach for computing resources is gaining traction, allowing businesses to pay for usage and reducing upfront capital expenditures [4] - The industry is transitioning from large data centers to provincial deployments to meet compliance and reduce costs [4] Group 4: Challenges and Future Trends - The integration of AI is seen as a "software engineering" challenge rather than just hardware expansion, focusing on model engineering and operational sustainability [5] - Future applications of 5G-A and AI are expected to emerge in personal and family cloud intelligence services, with specific requirements for bandwidth and latency [6] - Huawei's strategy of "using computing to assist connectivity and using connectivity to promote computing" encapsulates its approach to the evolving communication landscape [6]

Core Insights - The article highlights the transformative impact of 5G-A technology across various industries, enhancing user experience and driving economic growth through digital transformation [1][2][3]. Group 1: 5G-A Technology and Its Applications - 5G-A technology has enabled significant advancements in live event broadcasting, with real-time video transmission and AI-generated content enhancing viewer engagement [1]. - Over 300 cities in China have achieved 5G-A network coverage, with over 10 million users benefiting from its capabilities, showcasing China's leadership in 5G infrastructure and innovation [2]. - 5G-A is facilitating the development of low-altitude economy applications, such as drone delivery and air taxi services, significantly reducing transportation times and improving service quality [3][4]. Group 2: Industry Transformations Driven by 5G-A - The automotive industry is experiencing a transformation with 5G-A, enabling real-time communication between vehicles and infrastructure, enhancing safety and reliability for autonomous driving [4]. - In smart manufacturing, companies like Gree Electric are leveraging 5G-A for fully automated production processes, improving efficiency and product quality while reducing labor costs [4]. - The robotics sector is seeing innovations with 5G-A, allowing for real-time data processing and remote control, which enhances operational capabilities in various applications [5]. Group 3: Integration of 5G-A and AI - The integration of 5G-A and AI is creating new opportunities across industries, enhancing productivity and safety through real-time data processing and decision-making [6]. - In logistics, the combination of 5G-A and AI is improving delivery efficiency and reducing costs, particularly in smart logistics and drone delivery systems [6]. - The future of consumer technology is shifting towards AI-driven experiences, moving from app-centric to agent-centric models, enhancing user engagement and connectivity [6][7]. Group 4: Future Developments - The Ministry of Industry and Information Technology in China plans to accelerate the deployment of 5G-A and expand its product ecosystem, indicating a strong commitment to advancing smart connectivity [7].

Group 1 - The core viewpoint of the articles emphasizes the transformative potential of the deep integration of mobile communication and artificial intelligence (AI), particularly through 5G-A technology, which is expected to unlock trillions in commercial value across various industries [1][2][3] - Huawei's executive Wang Tao highlighted that the rapid development of the mobile AI era injects new vitality into the mobile industry, shifting from app-centric to agent-centric models, and enhancing operational efficiency through the integration of AI and IoT [1] - The 5G-A network is anticipated to evolve from a traditional "connection pipeline" to an "experience engine," addressing the real-time interaction needs of a projected 6 billion active mobile intelligent entities by 2030 [2] Group 2 - In the industrial sector, 5G-A's low latency and high bandwidth are crucial for achieving embodied intelligence, which can significantly reduce risks and enhance productivity and safety in high-risk operations [2] - The logistics industry is expected to benefit from the combination of 5G-A's wide coverage and AI path planning, leading to improved efficiency and reduced costs, particularly in smart logistics applications [2] - The commercial success of 5G-A hinges on experience-driven business models, transforming network capabilities into high-quality user experiences, which is becoming a new consumer trend [3] Group 3 - Huawei's senior vice president emphasized the shift from traffic management to experience management, creating opportunities for new business models through AI-enhanced user experiences across various sectors [3] - The MWC25 Shanghai event served as a platform for industry leaders to discuss the acceleration of 5G-A commercialization and the role of AI in reshaping business and operational infrastructures [3]