2026年，国内LBE大空间市场迎来规模化发展关键期。 伴随着市场认知的不断成熟，以及依托5G、AI、XR等技术突破与政策加持，国内LBE大空间市场整体规模已向千亿级冲刺，场景边界持续拓宽，项目数量 超300个，线下门店达数千家，仅内容制作企业超200家，形成"政策赋能、技术驱动、场景多元"的发展格局，同时也呈现出成长期市场的典型特征。 在"野蛮生长"到"高质量发展"的关键转型期，凭借"空间交互+内容创新"的核心优势，LBE大空间成为激活线下消费、推动数字化转型的核心力量，同时也 面临着技术瓶颈与产业协同的深层挑战。 来源：元力社 本文将深度解析2025年市场现状，提炼核心特征，并展望2026年发展走向。 01 发展历程：技术、市场与政策驱动的三重演进 国内LBE大空间市场的发展并非一蹴而就，而是经历了技术筑基、场景探索到产业爆发的渐进式升级，形成了清晰的发展脉络。 回溯至2016年"VR元年"，彼时市场上的VR设备多为入门级产品，头显重量普遍超过500克，佩戴体验极差；显示分辨率不足2K，画面颗粒感严重；空间定 位技术精度较低，交互延迟普遍在50毫秒以上，导致用户极易产生眩晕感。受技术瓶颈限制，当时的VR大 ...

"5G-A技术在车载领域的落地应用，精准匹配了下一代智能汽车对超大带宽、超低时延与极致可靠性的核心诉求。此 次发布的AR588MA，凭借多重技术优势，可充分适配高阶辅助驾驶、车载智能交互、车路协同等关键场景，为全球智能 网联汽车产业升级筑牢通信根基。"1月4日，在2026年国际消费电子产品展览会(CES 2026)前夕，移远通信宣布率先推出 其符合3GPP R18标准的车规级5G-A模组AR588MA。 移远通信汽车前装事业部总经理王敏表示，该系列模组基于MediaTek全球首款5G-A平台MT2739打造，实现了全域 信号覆盖、高速连接传输、AI智能网络适配及车规级安全保障四大核心突破，为下一代智能网联汽车的创新发展提供强 劲支撑。目前，该模组可对外提供工程样品，已有多家头部车企启动AR588MA系列的方案导入工作。 据介绍，作为基于MediaTek首款5G-A平台的车规级模组，AR588MA系列模组的Modem（调制解调器）性能达到业界领先 水平。其内置四核Cortex‑A55 CPU，主频高达2.3GHz，具备增强的上行传输能力和超低时延，支持400 MHz带宽和NR 5CC，下 行速率高达9.0 Gb ...

保障工作启动以来，各盟市分公司高度重视，负责人带队深入重保场地视察保障工作准备情况，紧盯基 站扩容、应急部署、人员值守等工作进展。工作团队以"零重大网络故障、零重大网络安全事件、零重 要用户投诉、零负面焦点事件"为目标，全力以赴守护网络畅通。 呼和浩特移动、包头移动在本次跨年活动中保障任务繁重，保障团队运用多项新技术，在重保场景周边 配置5G-A基站，单用户峰值速率可达1.2Gbps以上，较传统5G速率显著提升，充分满足高清直播、万人 并发需求。此外，在呼和浩特新华广场的应急通信保障车上，技术团队成功完成全国首个广域 5G RedCap（轻量化 5G）视联确定性保障方案的现网应用验证，这一突破为大型活动人群密集场景下的实 时监控与网络稳定保障，探索出了一条高效可行的创新路径。 跨年夜当晚，气温低至零下20摄氏度，保障人员始终坚守在各自岗位，他们顶着刺骨寒风，巡检户外基 站设备、实时监测信号强度与网络速率。后台工程师们紧盯屏幕上的各项网络指标，确保视频直播、语 音通话等业务全程流畅。 转自：新华财经 据了解，内蒙古移动累计出动保障人员582人次、保障车辆266辆次，圆满完成跨年夜通信保障任务，彰 显出内蒙古移动 ...

Core Viewpoint - ZTE Corporation has successfully completed outdoor testing of key low-altitude communication technologies under the 5G-A network in Zhangzhou, Fujian, following the completion of laboratory tests [1] Group 1 - The testing was organized by the IMT-2020 (5G) Promotion Group, which established the testing methods for base station equipment aimed at low-altitude communication [1] - ZTE is the first company to achieve this milestone in the context of 5G-A technology [1]

Core Viewpoint - The article highlights that ZTE Corporation has successfully completed outdoor testing of key low-altitude communication technologies under the 5G-A network in Zhangzhou, Fujian, following laboratory tests [1] Group 1 - The 5G-A technology research and development testing methods for base station equipment aimed at low-altitude communication were established by the IMT-2020 (5G) Promotion Group [1] - ZTE Corporation is the first to complete outdoor testing of low-altitude communication key technologies under the 5G-A network [1]

Core Insights - Liaoning Unicom has successfully completed the verification of multi-AAU and multi-RIS network deployment in Dalian, enhancing the coverage and performance of 5G-A networks in complex urban environments [1][2] - The use of RIS technology, which is based on electromagnetic metamaterials, is expected to significantly improve deep coverage capabilities of mobile networks, offering low cost, low power consumption, and easy deployment [1] - The collaboration between Liaoning Unicom, the Unicom Research Institute, and ZTE has led to the completion of dynamic intelligent surface RIS 2.0 outdoor verification, building on previous achievements [1] Technical Achievements - The verification involved deploying multiple AAU and RIS devices, utilizing intelligent beam coordination technology to ensure stable traffic for 5G-A terminals under various mobility conditions [2] - The testing demonstrated a 100% success rate for access and switching within the system, confirming the feasibility of multi-AAU and multi-RIS network deployment in complex urban settings [2] - A total of 150 access attempts were made during the verification, all of which were successful, indicating strong performance metrics [2]

Group 1 - The 15th National Games Taekwondo competition took place in Huizhou, featuring 134 athletes from 33 delegations competing for 8 gold medals [1] - China Mobile Huizhou Branch provided comprehensive communication services including dedicated competition networks, cloud video internet lines, temporary wiring, 5G backup networks, and public networks [1][2] - The event showcased the application of 5G-A technology, enhancing the communication network to support high-density crowds and various concurrent services [4][10] Group 2 - A dedicated team of 20 was established by Huizhou Mobile to ensure communication support, implementing a full-process preparation strategy from venue inspection to network optimization [2][3] - Huizhou Mobile added 9 5G base stations and upgraded existing infrastructure to ensure seamless signal coverage in critical areas [2] - The network was designed to support over 10,000 simultaneous online users, ensuring smooth operation of services like video streaming and social media [7][10] Group 3 - Huizhou Mobile conducted multiple rounds of practical drills to enhance emergency response capabilities, achieving a rapid fault detection and resolution process [8] - The team successfully completed the communication support task during the event with no major faults or user complaints [11] - The deployment of 5G-A networks is part of a broader strategy, with plans to expand to over 1,600 base stations by 2025, investing 340 million yuan in AI applications for wireless networks [12]

Core Viewpoint - Shandong Unicom has established a comprehensive communication network across the province, ensuring high-quality digital experiences for visitors during the National Day celebrations, highlighting its commitment to connectivity and service excellence [1][11]. Group 1: High-Speed Rail Connectivity - Shandong, as the province with the highest high-speed rail mileage in China, has achieved full 5G network coverage across all 12 high-speed rail lines, with a total of 6,142 base stations built, covering 2,891 kilometers and achieving a 95.9% 5G coverage rate [2]. - The company employs a differentiated coverage strategy, focusing on high-traffic core lines with dual-frequency network construction and prioritizing 3.5G deployment based on business needs [2]. Group 2: Maritime Communication - Shandong Unicom has implemented innovative technologies such as "5G + microwave" to ensure seamless signal coverage on the 160-kilometer route from Yantai to Dalian, allowing passengers to share experiences in real-time [4]. - The company has achieved full mobile network coverage in 15,528 coastal administrative villages and extended coverage into the sea up to 100 kilometers using advanced networking techniques [5]. Group 3: Urban Network Optimization - In Jinan, Shandong Unicom has enhanced network capacity through targeted base station construction and the development of an intelligent analysis system to ensure early detection and resolution of issues [7]. - The company has optimized network performance in Qingdao, achieving top rankings in mobile network quality, and has implemented a tailored support mechanism for popular tourist areas in Linyi [7]. Group 4: Holiday Network Management - Shandong Unicom has established a 24/7 monitoring system to ensure uninterrupted network service during peak holiday traffic, with rapid response teams ready to address issues [9]. - The company has proactively expanded network capacity in key areas based on historical data analysis to enhance performance during high-demand periods [9]. Group 5: Commitment to Customer Experience - The communication support team at Shandong Unicom remains dedicated to providing seamless connectivity, ensuring that every interaction contributes to a positive experience for users during the festive season [11].

Core Viewpoint - Huayuan Securities has initiated coverage on ZTE Corporation (00763), recognizing it as the fourth largest telecommunications equipment supplier globally, with a stable operator network business and a promising second growth curve from computing and terminal businesses, assigning a "Buy" rating [1] Business Segments - **Connection Business**: The operator network business remains solid, achieving a gross margin of 52.94% in H1 2025, serving as a significant cash flow source. The company is also advancing in 5G-A technology and promoting the deployment of 400G optical networks [2] - **Computing Business**: The emergence of AI large models has created substantial demand for computing power. The company is seizing this opportunity by expanding its computing infrastructure-related business, which includes servers, storage, switches, and data center products. In H1 2025, revenue from the government and enterprise sector doubled, making it a core growth driver [2] - **Terminal Business**: The company is implementing the "AI for All" concept, continuously expanding AI technology applications in terminal devices, particularly in the smartphone sector. In H1 2025, the company launched the world's first full-size AI smartphone, Nubia Z70 Ultra, which is expected to enhance user experience and increase AI terminal product shipments [2]

Core Insights - The low-altitude economy is rapidly emerging as a trillion-level industry driven by policy guidance and technological advancements [1] - Shandong Mobile is actively participating in low-altitude planning and infrastructure development, leveraging 5G-A technology to enhance research and applications in the low-altitude economy [1][16] Low-altitude Management and Safety - Shandong Mobile has introduced a "5G-A + Airspace Intelligent Management" service system to address the challenges of managing low-altitude airspace, significantly improving response times from minutes to seconds [1][2] - The deployment of 5G-A base stations in Qingdao supports the regulation of low-altitude activities, enabling precise tracking of drones and enhancing urban management capabilities [2] Low-altitude Logistics - Low-altitude logistics is transforming the logistics industry by offering flexibility and efficiency, significantly reducing transportation times compared to traditional methods [4] - In Linyi, drones are being utilized for package delivery, demonstrating the shift towards intelligent logistics solutions [6] - A successful trial of drone delivery for medical supplies in Jining has shown a 25-minute reduction in delivery time compared to ground transport, enhancing emergency response capabilities [8] Intelligent Inspection and Maintenance - Shandong Mobile is pioneering the use of drones for infrastructure inspection, such as the G516 Victory Yellow River Bridge, achieving a 60% increase in inspection efficiency and a 5% reduction in missed detections [11] - The S309 Tian Gao Line project utilizes AI algorithms for rapid identification of road issues, reducing inspection time from one day to under two hours [13] Smart Agriculture - The low-altitude economy is revolutionizing traditional agricultural practices, improving efficiency and reducing costs through the use of drones for tasks like crop monitoring and pesticide application [15] - A comprehensive monitoring system integrating drones and satellite technology has been developed to enhance agricultural management and disaster response [15][16] Conclusion - Shandong Mobile is leveraging 5G-A technology to activate new dynamics in the low-altitude economy, contributing to high-quality development in Shandong Province [16]