海南移动"5G-A+万兆光网"双引擎发布 助力自贸港数字化转型、加速迈向AI智能时代 海南日报讯（海南日报全媒体记者 王培琳 通讯员 符曼曼）10GB的4K超高清视频下载完毕，只需 10秒；高清照片可以做到秒传……近日，中国移动通信集团海南有限公司（以下简称海南移动）举 行"智联万兆 数启未来"双万兆发布会，正式发布5G-A和万兆光网，在"双万兆"技术支持下，上述场景 均成为现实。 所谓5G-A，是5G向6G演进的中间态，是中国6G持续保持领先的关键一步。5G-A网络较5G初期网 速提升约10倍，能为直播、高清视频等场景提供忙时加速服务，为用户带来更高速率、更低时延、更大 连接等体验，满足云手机、新通话等应用需求。 本次发布会，基于5G-A和万兆光网的双引擎驱动，海南移动宣布全面迈向"万兆AI时代"，从家庭 生活、个人娱乐、企业办公三大场景满足全方位的需要，实现网络速率与连接能力的跨越式升级。会 上，同步推出智能产品矩阵和5G-A全新套餐，覆盖时尚生活、智能办公、宠物监管、家庭娱乐、健康 养老等多领域。 发布会现场设立"5G-A+万兆光网"体验区、应用区，让现场嘉宾切身感受"双万兆"带来的网速提 升。此次"5 ...

Core Viewpoint - China Telecom officially launched its 5G-A package on May 17, marking a significant advancement in mobile communication technology, enhancing speed, capacity, and reliability compared to 5G [1][2][4] Group 1: 5G-A Overview - 5G-A is an enhanced version of 5G, serving as a transitional phase towards 6G, with substantial improvements in capacity, speed, latency, positioning, and reliability [1][4] - Users can experience up to 400 Mbps upload and 3 Gbps download speeds under optimal conditions, significantly reducing upload times for large files [1][5] Group 2: Pricing and Packages - China Telecom offers three tiers of 5G-A packages priced at 199 yuan/month, 299 yuan/month, and 399 yuan/month, with varying data limits and speed capabilities [2][3] - Existing users can opt for a 5G-A add-on package, available for monthly or per-use purchase, catering to both individual and family needs [2][3] Group 3: Network Expansion and Coverage - The coverage of 5G-A networks is expanding, with China Telecom planning to deploy approximately 70,000 stations across 121 cities by 2024 [3][4] - China Mobile aims to invest nearly 10 billion yuan to enhance its 5G-A network, targeting over 400,000 intelligent base station upgrades [4] Group 4: Technological Advancements - 5G-A supports a wide range of new functionalities, including high-precision positioning and low-cost IoT applications, which are expected to accelerate digital transformation across various industries [4][5] - The technology is anticipated to facilitate advancements in sectors such as autonomous driving and drone operations, leveraging its low latency and high connectivity capabilities [5]

Core Viewpoint - China Mobile Sichuan Company has launched a series of AI-driven services aimed at enhancing food safety, operational efficiency, data security, and low-altitude flight management, contributing to the high-quality development of the Sichuan economy [4][7]. Group 1: AI+ Services - The "Mingchu Liangzao" platform offers services to government departments, catering enterprises, and the public, focusing on food safety through video monitoring and intelligent analysis [2][4]. - The AI+ Vision service enables real-time monitoring of food handling processes, enhancing transparency and trust in the catering industry [6][7]. - The company has introduced a "Smart Property" service that utilizes AI and video surveillance to enhance community safety and operational efficiency [7]. Group 2: AI+ Computing - China Mobile Sichuan Company has developed a four-layer service system integrating AI IaaS, AI PaaS, MaaS, and AI SaaS, transitioning from traditional cloud computing to intelligent computing [7]. - Key products include "Zhiwen," an AI-powered enterprise assistant that transforms historical data into a proprietary knowledge base, improving operational efficiency and data security [7]. Group 3: AI+ Security - The company offers a range of security products and services, including "Dedicated Line Guardian" for network security and a cloud security marketing service package for asset protection [7]. Group 4: AI+ Low Altitude - The company has implemented a low-altitude management system using drones to enhance safety during large events and ensure effective monitoring of airspace [7]. - Services include automated drone inspections, airspace regulation against unauthorized drones, and emergency communication support for disaster response [7].

● 本报记者杨洁 此外，张云明还表示，信息通信业要更加注重满足企业发展需要，健全市场准入、公平竞争、信用管理 等基础制度，推动产业链协同发展、大中小企业融通发展，培育壮大新质生产力；更加注重满足经济转 型需要，深入推进网络新型基础设施跨区域、跨行业协同建设，推动工业互联网进园区、进基地、进集 群，服务制造业高端化、智能化、绿色化发展，助力建设现代化经济体系；更加注重满足国际合作需 要，深化技术、标准、产业、政策等多领域国际交流合作，积极参与全球数字治理双多边磋商和机制建 设，更好融入国际产业发展格局。 记者注意到，针对数字化转型应用过程中底层算力资源的调配难点，中国电信（601728）、中国移动 （600941）、中国联通联合中国信息通信研究院正式启动算力互联网试验网建设。中国信息通信研究院 副院长王志勤介绍，建设运行算力互联网试验网，将持续优化全国算力资源布局，助力人工智能等领域 科技创新，促进数字经济与实体经济深度融合，为我国高质量发展注入新动能。未来将加快算力互联网 试验网在重点区域与行业部署，强化互联能力，攻关关键技术，完善标准体系，拓展行业应用，形成示 范效应，提升全行业普惠用算水平。 5月17日， ...

Group 1: Core Insights - The annual "World Telecommunication and Information Society Day" highlighted the focus on 10G optical networks, artificial intelligence, and computing power infrastructure [1][5] - The introduction of 10G optical networks marks a significant upgrade, providing 10 times the bandwidth of current 1G networks, and is now commercially available in Guangzhou [2][4] - The Ministry of Industry and Information Technology (MIIT) has initiated pilot projects for 10G optical networks, aiming for deployment in key urban areas by the end of 2025 [3] Group 2: Industry Developments - Guangdong telecom operators have begun rolling out 10G optical networks in communities, with several neighborhoods designated as demonstration areas [2] - The 10G network enables high-speed downloads, such as downloading an 80GB 8K movie in just 80 seconds, and supports various high-bandwidth applications [4] - The focus on AI and computing power is evident, with the launch of initiatives to build a computing power internet trial network, allowing users to flexibly purchase computing services [5]

证券研究报告·行业动态 腾讯、阿里 AI 投入初见成 效，持续关注三大投资方向 核心观点 本周腾讯与阿里发布财报，当前仍处于 AI 基础设施的投资期，尽 管季度间资本开支或有波动，但整体仍保持较高的投资强度。从 AI的商业变现来看，当前AI投资带来的回报一是拉动自身业务增 长，AI 能力已经对腾讯的广告与游戏等业务产生了实质性贡献； 二是对外赋能，阿里 AI 相关产品收入保持高增，在互联网、零 售、制造业和文化传媒等垂直领域获得广泛应用。当下已经实现 了 AI 投入促进增长，增长反哺 AI 发展的正循环。 我们建议重点关注：一是算力板块景气度持续，可以精选高增 速、低估值、强预期的个股配置；二是优质红利资产电信运营 商；三是需求有望逐步恢复，业绩和估值可能修复的军工通信、 海缆、物联网与智能控制器板块。 行情回顾 本期通信板块表现一般。通信（申万）指数下跌 0.12%，跑输沪 深 300 指数 1.23pcts，在申万 31 个一级行业中排名第 23。二级子 行业（申万）中，通信服务下跌 1.15%，通信设备上涨 0.48%。 推荐组合 上期回顾：投资组合"新易盛、移远通信、拓邦股份、亨通光 电、中国移动、威 ...

Key Points - The US and China have significantly reduced bilateral tariff levels, with the US canceling 91% of additional tariffs and China reciprocating with the same percentage of counter-tariffs [1][4][10] - The Chinese government emphasizes strengthening domestic circulation as a strategic move for stable economic growth [2][4] - New regulations for major asset restructuring of listed companies have been implemented, introducing a phased payment mechanism and private equity fund arrangements [1][4] - The People's Bank of China reported a broad money (M2) balance of 325.17 trillion yuan, reflecting an 8% year-on-year growth [1][3] - The US has lost its Aaa credit rating from major international credit rating agencies, indicating a decline in sovereign creditworthiness [1][10][11] - China's holdings of US Treasury bonds decreased by $18.9 billion, making it the third-largest holder, while the UK has become the second-largest [1][11]

Core Insights - Shanghai's three major telecom operators are advancing initiatives related to "dual 10G + AI" technology, aiming to enhance their service offerings and infrastructure [1] Group 1: Shanghai Mobile - Shanghai Mobile has launched the "10G Park Computing Network Upgrade Action," initiating a pilot construction of a "10G Optical Network" [1] - The company aims to create a 1ms Jiangpu computing optical network and has formed an "AI Cooperation Alliance" with partners including iFlytek, SenseTime, Huawei, and others [1] Group 2: Shanghai Unicom - Shanghai Unicom has kicked off the "Dual 10G Community Carnival" [1] - The company is also involved in the establishment of the Yangtze River Delta Integrated Intelligent Computing Hub, with Qingpu as the core node and Lingang as a collaborative node [1] Group 3: Shanghai Telecom - Shanghai Telecom has introduced the "AI Smart Screen" for households and the "Smart Cloud Version" of its enterprise products [1]

当天大会发布了2024年度《广西互联网发展报告》(以下简称：报告)《广西"万兆启航 智赋八桂"高质量 发展行动方案(2025—2027年)》(以下简称：行动方案)。 报告显示，2024年以来，全区网民总体规模已突破3800万人，互联网普及率为77%；增值电信企业逾 4600家，收入同比增长37.6%，规模以上高技术服务企业营业收入增长13.5%；广西数字经济企业数量 达1.93万家，同比增长12.9%。随着南宁国际通信业务出入口局获批建设，智算中心建设加速，广西初 步建成面向东盟的算力枢纽和通信网络枢纽。 行动方案明确，到2027年底，广西全区建成5G基站19万座，县级及以上城市实现5G-A规模覆盖，5G个 人用户普及率达到88%；万兆光网从技术试点走向规模部署，万兆用户接入能力覆盖家庭超过100万 户，打造万兆小区逾100个、万兆园区30个、万兆工厂30个，推动双万兆网络规模商用，推动算力资源 与人工智能应用紧密结合，为广西"人工智能+"战略注智赋能。 2025年是广西电信普遍服务实施十周年。据介绍，十年来，广西农村地区累计建成通信基站20.5万个， 实现自然村4G网络通达率超99.9%、光纤通达率98.4 ...

Group 1 - 5G-A, also known as 5.5G, is an upgraded version of traditional 5G, offering a tenfold increase in download speed and reduced latency to milliseconds, with peak download rates reaching 4 Gbps [1] - In Wuhan, 1,400 5G-A base stations have been activated, with plans to complete 4,000 by the end of the year, enhancing coverage in universities, commercial areas, and tourist attractions [1] - Major smartphone brands have adapted their flagship and newly launched models for 5G-A, with more devices expected to support it in the future [1] Group 2 - Wuhan Telecom plans to upgrade 2,050 5G-A base stations by 2025, focusing on core urban areas, transportation hubs, and popular shopping districts [2] - Wuhan Unicom has constructed or upgraded 2,010 base stations with 5G-A capabilities, ensuring continuous coverage in key urban areas and transportation hubs [2] - The three major telecom operators have established initial pricing plans for 5G-A services, with packages ranging from 199 to 999 yuan per month, including various features such as gigabit broadband and large data allowances [2]