如图所示，你如何评价？欢迎留言区讨论... 早安，艾瑞巴蒂（手动问好），一起来看今天的早报： 【黑马高调早报】第3014期 扫码咨询报名 （翻到底部了解详情） 公司人物 更多创业内容请访问www.iheima.com Fast Reading 今日头条 最新数据公布！考研报名人数又降了 2026年全国硕士研究生招生考试将于2025年12月20日至21日举行。据统计，2026年全国硕士研究生招生考试报名人数为343万。数据显示，2015年考研报 名人数为164.9万，此后考研报名人数均呈现出持续增长的态势，2023年达到474万人，创下新高。2024年全国硕士研究生报名人数为438万，比2023年减 少36万人，考研人数在连续8年增长后首次出现下降。2025年报考人数继续下降，为388万，2026年全国硕士研究生招生考试报名人数为343万，比上一年 减少了45万人，相比2023年减少了131万人。（每经综合） 神舟22号飞船计划11月25日发射 据中国载人航天工程办公室消息，目前，长征二号F遥二十二运载火箭已完成推进剂加注，计划于北京时间2025年11月25日 ，在我国酒泉卫星发射中心发 射神舟二十二号飞船。 ...

11月的武汉又热闹起来——2025中国5G+工业互联网大会在这里举行。 万物互联，智能领航。记者在会场里听会采访，发现会名里写着"5G"，可场内场外聊得最起劲的，却是6G。 6G能做到这些，靠的是三项底层突破：太赫兹通信、智能超表面、空天地一体化网络架构。其中，"空天地一体化"是武汉在全国起步 早、基础硬、优势最突出的方向。它的作用是为6G解决覆盖盲区，实现全域互联，支撑6G的"广度"。 就像一场提前"剧透未来"的发布会，武汉不声不响地布局在前沿。 展会现场 "'5G兼容、6G融合'的技术发展路径，是抢占未来技术制高点、实现全球引领的必然选择。"会上，中国信科集团副总工程师、中信科 移动通信技术股份有限公司首席科学家孙韶辉开门见山：卫星与地面网络不再是两条平行线，而要织成一张空天地一体化的大网。 这样的趋势早已有迹可循。数据显示，我国6G专利申请量占全球约40.3%，位居全球第一；第一阶段6G技术试验已完成，积累了超过 300项关键技术储备，这套系统化试验已经连续推进四年。 不过，数字背后，人们更关心6G到底能带来怎样的变化。 先来搞清楚一个问题：什么是6G？它有啥用？ 这次会上，多位专家学者介绍，6G最牛的 ...

专家预计，6G将催生一个十万亿级别的庞大产业。 面向"十五五"，网络强国是现代化产业体系的重要一环，第六代移动通信（6G）等未来产业将成为新的增长点。 21日在武汉举办的2025移动通信高质量发展论坛上，6G成为业内讨论的焦点话题。 中国移动研究院院长黄宇红表示，"十五五"是5G-A发展以及6G走向成功的关键五年，要把6G从实验室技术构想推进到商用，有三大关键点，包括要确保6G 成为新基建的核心基座；实现多要素融合发展，即通信、感知、计算与AI的深度融合；全方位赋能商业发展、实现商业可闭环。 黄宇红透露，下一步中国移动将在技术、标准、产业、应用四方面全面发力，以需求和场景为导向，一体贯通5G-A与6G的发展，引领万物智联新时代发展 方向。 6G是以"全域覆盖、通感一体、内生智能"为核心特征，在连接性能和多要素融合方面提出了更高要求。在6G创新研究方面，中国电信创新提出"6G全域智惠 网络"技术体系，牵头3GPP首个6G计费标准立项以及6G网络架构、通智融合、通感融合等多个关键领域国家项目，围绕语义通信、天地一体、通感一体、 智能超表面等方向率先完成了一系列业界试验，协同产业链完成技术体制突破，加速6G产业化进 ...

Core Viewpoint - The company is actively monitoring the development and application of 6G technology and is looking to capitalize on market opportunities arising from technological iterations [1] Group 1 - The Ministry of Industry and Information Technology has announced that China has conducted 6G technology trials for four consecutive years and has completed the first phase of these trials [1] - The company is involved in the 6G technology landscape and is strategically positioning itself in relation to relevant technologies and products [1]

平安证券指出，俄乌互相打击对方能源设施，美委关系持续紧张，叠加美国经济运行情况、未来降息政策尚存不确定性，短期内油价仍有一定支撑。全市场 唯一跟踪中证全指能源指数的能源ETF广发(159945)值得关注，今日收涨1.58%。 国防军工 有数据显示，2025Q3公募基金国防军工行业持仓市值持续提升，持仓排位中部靠前，但持仓占比接近行业标配，超配比例为近五年新低。东方财富证券指 出，当前，基金配置军工板块意愿低，年底随着十五五规划的临近落地，军工发展方向日趋清晰，配置比例有望触底反弹。 东吴证券建议关注四条主线：1）军贸视角下的主战装备产业链；2）新质战斗力加速形成的先进作战方向；3）军民融合纵深推进下的科技强国抓手型赛 道；4）改革与资产证券化主线。同类产品规模前二的军工ETF龙头(512680)值得关注，该基金已连续5日"吸金"累计达1.39亿元。 Wind数据显示，截至2025年11月19日A股收盘，有色金属、石油石化、国防军工领涨市场，涨幅分别为2.39%、1.67%、1.11%。 有色金属 据民生证券统计，2025年第三季度，公募基金对有色金属板块的持仓比例升至5.69%，环比上季度增加1.43%，达到 ...

Core Insights - 6G technology is expected to be over 10 times faster than 5G, supporting integrated networks across air, land, sea, and space [1][2] - China has been conducting 6G technology trials for four consecutive years, completing the first phase and establishing over 300 key technology reserves [1] - The deployment of 6G networks is anticipated around 2030, with projections of over 5 billion connections by 2040, accounting for half of global mobile connections [1] Group 1: 6G Development and Features - 6G will evolve from mobile communication technology to a comprehensive digital information infrastructure, integrating communication, AI, sensing, computing, and security [1][2] - Key features of 6G include peak rates of 1 Tbps, latency below 0.1 ms, and a connection density exceeding 10 million devices per square kilometer [1][2] - The development of 6G is structured in three phases: key technology trials, technical solution trials, and system networking trials [4] Group 2: Industrial and Societal Impact - 6G is expected to drive deep intelligence in Industry 4.0, enabling fully automated factories and immersive communication in education and healthcare [2][3] - The integration of 6G with AI will enhance mobile information services, creating new operational systems and user experiences [6][7] - Different regions will focus on varying digital needs, such as smart manufacturing in China and industrial internet in Europe [3] Group 3: Policy and Ecosystem Development - The Chinese government has emphasized the cultivation of future industries, including 6G, in its 2025 work report [2][8] - Various cities, including Beijing and Shanghai, are implementing policies to accelerate 6G technology and industry development, establishing experimental platforms and fostering industry ecosystems [7][8] - The IMT-2030 (6G) promotion group is enhancing research capabilities and fostering collaboration across the industry to support 6G development [7]

来源：北京亦庄创新发布 11月14日，2025年6G发展大会期间，由北京市经济和信息化局、北京经济技术开发区管理委员会承办 的北京6G产业发展论坛在北京经济技术开发区（北京亦庄）国家信创园成功举办。本次论坛以"智绘未 来 京彩6G"为主题，不仅集中发布了北京6G实验室十大进展，更汇聚多方智慧，共探6G技术方向、共 建6G产业生态。论坛上，256TR U6G基站原型机、万级规模电磁透镜振子原型机、智简内生的6G无线 编排系统、6G云化通感一体基站原型等北京6G实验室十大进展重磅发布，其中由北京中兴数字星云科 技有限公司主导的256TR U6G基站原型机，实现了U6G频段下单UE下行峰值20Gbps，验证了U6G作为 6G潜在候选频段的能力， 6G先进宽带解决方案逐步成熟，目标支撑沉浸式交互、具身智能等未来新业 务的规模化应用。在主题报告环节，来自产学研各界的专家汇聚一堂，分享前沿洞察。中国信息通信研 究院、IMT-2030(6G)推进组及三大电信运营商代表，分别围绕6G愿景、产业合力、开放试验装置等方 向展开阐述；多位专家进一步从双智协同、卫星通信、通感融合、无线智能体等具体维度，探讨了6G 在自动驾驶、城市治 ...

Core Insights - The 2025 China International Graphene Innovation Conference highlighted the significant advancements in graphene technology, with China emerging as a global leader in the field [1] - Graphene technology is recognized as a sustainable development technology, currently applied in various sectors including batteries, electronics, and thermal management, while also making strides in carbon capture and hydrogen economy [1] Industry Focus Areas - Future applications of graphene are expected to concentrate on sustainable development, healthcare, and communication, with particular emphasis on emerging battery technologies and quantum communication [1] - Graphene materials are anticipated to play a crucial role in terahertz systems as 6G technology evolves, especially in antenna applications [1] Research and Development - Significant resources are being invested in Europe to explore graphene's applications in healthcare, with expectations for rapid advancements in areas such as artificial organs, clinical treatments, and new drug development [1] - The potential for future Nobel Prizes in the field of graphene remains high, with ongoing research into various types of graphene and other two-dimensional materials expected to yield surprising results [1] - Leading research centers in cities like Beijing, Nanjing, and Shenzhen are making notable contributions to graphene and new materials research [1]

Group 1: Scientific Discoveries - China's research team discovered five micro-quasars in the Milky Way that emit ultra-high-energy particle streams, providing significant insights into black holes and cosmic rays [1][5][6] - The phenomenon known as the "knee" structure in the cosmic ray energy spectrum, which has puzzled scientists for nearly 70 years, has been linked to these micro-quasars [4][5] Group 2: Lunar Research - The Chinese National Space Administration announced a breakthrough in lunar research, identifying micro-sized hematite and magnetite crystals from samples collected by the Chang'e 6 mission, revealing new mechanisms of lunar oxidation [6][9] Group 3: Military Developments - The first sea trial of China's 076 amphibious assault ship, the Sichuan, was successfully completed, demonstrating its capabilities and innovative technologies such as electromagnetic catapults [9][11][13] Group 4: Space Missions - The Shenzhou 21 manned spacecraft successfully landed, with the crew having spent 204 days in orbit, setting a new record for the longest single crew duration in space for China [15][16][18] Group 5: Renewable Energy Innovations - China's first high-altitude wind energy project, featuring the world's largest 5000 square meter wind energy capturing parachute, successfully completed its test, marking significant progress in harnessing high-altitude wind energy [21][23][25] Group 6: 6G Technology Development - China has completed the first phase of 6G technology trials, developing over 300 key technology reserves and entering the international standard research phase, with commercial deployment expected around 2030 [25]

Industry News - The China Securities Regulatory Commission held a report meeting to promote market resilience and stability, aiming for more inclusive regulations and higher quality listed companies [3] - Huawei is set to release a breakthrough technology in the AI field on November 21, which is expected to improve the utilization efficiency of computing resources from the industry average of 30%-40% to 70% [3][4] - The State Administration for Market Regulation published a draft for public consultation on "Antitrust Compliance Guidelines for Internet Platforms," addressing new monopoly risks in eight scenarios [4] - The Ministry of Commerce and other departments issued a notice to strengthen management of second-hand car exports, specifically controlling new cars being exported under the guise of second-hand vehicles [5] - China Telecom's Quantum Research Institute announced the completion of a superconducting quantum computer, which is 450 million times faster than the fastest supercomputer for specific problems [5] Company News - CITIC Securities released a report on the completion of the guidance work for the initial public offering of Yushu Technology Co., Ltd [6] - Rongbai Technology announced it will become the primary supplier of sodium battery anode materials for CATL, with a commitment to supply at least 60% of its total procurement volume annually [6] - Alibaba's Tongyi App has been renamed to Qianwen App [6] - The former deputy general manager of China Merchants Group, Li Baian, is under investigation for serious violations of discipline and law [6][7] - Meihe Holdings announced that its controlling shareholder and actual controller plan to transfer 6% of the company's shares [12]