新京报贝壳财经讯（记者韦英姿）6G技术预计在2030年左右启动商业化，目前还处于标准化阶段，而 在通信行业看来，AI已经成为6G迈入下一技术阶段、寻找应用场景的切入点。12月16日至17日，第四 届6G前沿技术与趋势论坛在京举行，其间，中关村泛联院院长、中国移动研究院院长黄宇红接受新京 报贝壳财经等媒体采访时表示，随着6G与AI深度融合技术发展，AI能力将无处不在，未来终端都将具 备一定的AI能力，但端侧算力受体积功耗等限制，需要通过网络访问来实现边缘侧和云端的AI算力协 同，进一步实现多智能体协作。"我们已经实现了PC互联网到移动物联网的跨越式发展，未来6G网络的 连接数量、时延、带宽等能力将随时满足各类型终端的AI算力与服务需求，进入智能体互联网时代。" 她看好从具身智能行业切入解决6G下一步应用的技术问题。"机器人的大脑以及多智能体协作对算力要 求高，尽管未来芯片算力将进一步增强，但可能还是比不上云端或边端，需要云边端协同支持AI应用 需求。" 今年以来，AI眼镜、智能体手机等各类AI终端涌现。中国电信首席专家王越认为，不同终端形态对网 络的需求不同，AI终端形态爆发恰好说明了网络相关业务也在爆发。"在 ...

Core Viewpoint - The company is actively pursuing a strategic acquisition to enhance its technical capabilities and market share in the satellite navigation testing sector, showcasing its professional strength and growth prospects in the wireless communication testing field [1][2]. Group 1: Strategic Acquisition - The company is planning to acquire 100% of Shanghai Weiyu Tiandao Technology Co., Ltd. through a combination of issuing shares and cash payment, which will strengthen its technical capabilities and market presence in the satellite navigation testing field [1]. - The acquisition is currently in the planning stage, and the company will adhere to relevant regulations for information disclosure to protect investor rights [1]. Group 2: Financial Performance - In the first half of 2025, the company achieved operating revenue of 111 million yuan, a year-on-year increase of 18.44% [1]. - The net profit attributable to shareholders reached 6.3153 million yuan, reflecting a significant year-on-year growth of 354.24% [1]. - The net cash flow from operating activities was 76.1778 million yuan, marking a substantial increase of 1121.98% year-on-year [1]. - The gross profit margin stood at 55.67%, an increase of 1.47 percentage points compared to the previous year [1]. Group 3: Research and Development - Under the "1+3" development strategy, the company is increasing its R&D investment, focusing on technologies such as millimeter-wave testing and satellite internet [2]. - New products, including a 44GHz handheld spectrum analyzer and a 41GHz handheld vector signal generator, were launched in the first half of 2025, with sales orders already secured [2]. - The company is collaborating with the East China branch of the China Academy of Information and Communications Technology to establish a new generation 6G communication and satellite internet testing verification center [2]. Group 4: Market Position and Future Outlook - The company has developed testing solutions for satellite internet, including a low-orbit satellite payload certification testing system and Eagle Sat for satellite network testing [2]. - The company recently won a bid for a project related to the "Beidou-3 real-time simulation satellite signal system," demonstrating its technical strength and market competitiveness in the satellite internet testing field [2]. - The company emphasizes the importance of market value management and aims to operate in a compliant, honest, and focused manner to enhance shareholder value and long-term investment returns [2].

Group 1: Automotive Sector Performance - In H1 2025, five companies in the automotive sector reported revenue and net profit growth exceeding 30%, including Lin Tai New Materials and Kai Te Co., with Lin Tai benefiting from advancements in the new energy vehicle sector[3] - The median year-on-year revenue growth for precision component companies in H1 2025 was 13.53%, while the median net profit growth was 13.12%[21] - Ten companies, including Lin Tai New Materials and Wan Cheng Technology, saw both gross and net profit margins increase in H1 2025, despite overall industry pressure[17] Group 2: Market Trends and Valuations - The median price-to-earnings (P/E) ratio for the automotive industry increased by 3.01% to 35.6X in H1 2025, with the total market capitalization decreasing from 598.8 billion to 590.2 billion yuan[34][54] - The median P/E ratio for the electronic equipment sector decreased from 61.0X to 60.8X, with total market capitalization dropping from 1563.1 billion to 1536.1 billion yuan[34][37] - The overall median price change for the North Exchange technology growth stocks was -2.88% from August 25 to August 29, 2025, with 40 companies (27% of the total) experiencing an increase[28][33] Group 3: Company Announcements - Chuangyuan Xinke signed a strategic cooperation agreement with the East China branch of the China Academy of Information and Communications Technology, focusing on 6G and AI technologies[63][66] - Kai Te Co. plans to issue convertible bonds totaling no more than 200 million yuan to fund smart fan projects and working capital[63]

Core Viewpoint - The company, Chuangyuan Xinke, has signed a strategic cooperation agreement with the East China Branch of the China Academy of Information and Communications Technology to focus on the development of "6G+AI" and "6G+Satellite" technologies [1] Group 1 - The agreement was signed on August 28 at the company's headquarters [1] - The collaboration aims to establish a comprehensive concept verification system that includes technical feasibility validation, market value assessment, and industry chain collaborative incubation [1] - Both parties will jointly promote the construction of a new generation 6G communication and satellite internet testing and verification center [1]