云上恩施报道（建始通联记者 田莉 通讯员 黄昆）"你好，推荐一下去地心谷游玩的攻略……"近日，蝶舞清江地心谷景区与建始电信达成合作， 双方将共同推动景区服务的智能化升级，引领旅游行业迈入全新的科技创新时代。 在蝶舞清江地心谷景区的各大APP上，将先进的AI技术融入座机、微信公众号、小红书、微博、抖音等平台，实现了全方位、无死角的智能客服 服务，为游客带来前所未有的便捷与智能体验。 "我们来之前在小红书上搜索了攻略，他们景区的客服（AI）也给我推荐了几个打卡点，今天过来玩就比较方便。"来自北京的小张正在地之心打 卡拍照。 为了更加高效地与海外游客进行沟通交流，蝶舞清江地心谷景区还开通了电信国际专线，借助这一专线，分享其独特的自然风光和深厚的文化底 蕴，从而吸引更多海外游客慕名而来，共赏地心谷的奇景异致。 建始电信相关负责人告诉记者，此次成功实践将进一步巩固双方在智能化服务领域的领先地位，未来，将共同探索智能旅游的无限可能。 DeepSeek模型的强大功能使得AI客服能够轻松应对各种旅游咨询，无论是景区介绍、门票价格还是开放时间，都能为游客提供详尽且准确的解 答。同时，还能根据游客的个性化需求，量身定制专属的旅游 ...

净利润增长提速，大客户驱动公司充分受益 数据港(603881) ——2024 年及 2025 年一季度业绩点评 本报告导读： 净利润增速明显加快，大厂的核心数据中心服务商将充分受益。 投资要点： | [Table_Finance] 财务摘要（百万元） | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入 | 1,542 | 1,721 | 1,806 | 1,968 | 2,007 | | (+/-)% | 6.0% | 11.6% | 5.0% | 8.9% | 2.0% | | 净利润（归母） | 123 | 132 | 173 | 196 | 216 | | (+/-)% | 4.6% | 7.5% | 30.6% | 13.5% | 10.0% | | 每股净收益（元） | 0.21 | 0.22 | 0.29 | 0.33 | 0.36 | | 净资产收益率(%) | 3.9% | 4.1% | 5.2% | 5.6% | 5.9% | | 市盈率(现价&最新股本摊薄） | 163 ...

图 4 eSIM 产业热点问题研究报告 中国信息通信研究院泰尔终端实验室 2025年4月 (2025 年) 版权声明 本报告版权属于中国信息通信研究院，并受法律保护。 转载、摘编或利用其它方式使用本报告文字或者观点的，应 注明"来源：中国信息通信研究院"。违反上述声明者，本院 将追究其相关法律责任。 前 言 全球电信卡技术从传统物理 SIM 卡到近年出现的 eSIM，其卡的 形态、功能、作用以及应用领域都发生了巨大变化。电信卡的每一次 技术革新，不仅是通信技术进步的标志，也深刻影响着人们的生产生 活。近年来，随着 5G、物联网和人工智能等新兴技术的兴起，eSIM 凭借无卡化设计、便利的远程配置管理以及支持多场景应用等优势， 逐渐发展成为万物智联时代的一项重要技术。 eSIM 技术作为电信卡技术的重要演进方向，已在全球多个国家 商用落地，并形成了较为完善的产业生态环境。然而，eSIM 技术及 其商业应用在标准化、数据安全等方面仍然面临新挑战。在确保可用 性和安全性前提下，最大程度发挥 eSIM 卡优势，这已成为各国政府、 运营商、卡商、芯片商、终端厂商等产业链各方共同关注的问题。 本报告首先全面分析并梳理全球电 ...

Core Viewpoint - The transition from "5G" to "5G-A" represents an enhanced version of 5G technology, significantly improving capacity, speed, latency, positioning, and reliability, thus providing users with a faster and more seamless internet experience [1][2]. Group 1 - "5G-A" is an intermediate stage between 5G and 6G, offering substantial enhancements over 5G in various aspects [1]. - Users can expect a tenfold improvement in connection speed and latency compared to the initial phase of 5G, facilitating immersive applications like holographic communication and cloud gaming [1]. - 5G-A has already been widely implemented in smart city construction, vehicle networking, and telemedicine, with major smartphone models supporting this network [1]. Group 2 - The consumption of data while using 5G-A does not increase, and there are no additional costs associated with its use, as clarified by a representative from China Mobile [2]. - 5G-A technology has been applied in high-traffic areas such as tourist attractions, train stations, exhibition venues, sports arenas, and subway stations, enhancing user experience in these locations [2].

Core Viewpoint - The article discusses the upgrade of the "second number" service in China, allowing users to unlink their previous accounts from over 200 popular apps after acquiring a recycled phone number [1][2]. Group 1: Service Upgrade - The "second number" service has been upgraded to support one-click unbinding for over 200 commonly used internet applications, including WeChat, Douyin, Taobao, Meituan, Alipay, and JD.com [1]. - Users can submit unbinding requests, which are typically processed within five days by internet companies [1]. Group 2: Proactive Measures - Several telecom operators have initiated a "proactive renewal" bulk unbinding service to reduce risks associated with "second numbers" [2]. - China Mobile will push notifications to internet application providers about recycled numbers before they are reissued, ensuring unbinding is completed beforehand [2]. - China Unicom will also bulk解除前任机主与互联网账号的历史绑定关系 for numbers ready to be reissued, ensuring that the recycled numbers are "clean" [2]. Group 3: Limitations of the Service - The "second number" service only applies to unbinding accounts linked to previous users; current users must contact the internet application providers directly for their own unbinding needs [3].

Core Insights - The "2025 Beijing Unicom Dual Ten Thousand Megabit AI Empowerment Action" conference highlighted significant advancements in 5G-A infrastructure in Beijing, with nearly 16,000 5G-A base stations and over 9,000 OTN all-optical ten-gigabit nodes established, enhancing the city's digital, network, and intelligent capabilities [1] - 2024 is recognized as the "commercialization year of 5G-A," with a tenfold improvement in network capabilities over 5G, prompting increased efforts from industry regulators and operators to promote 5G-A applications [1] - Beijing is positioned as a leading area for 5G-A deployment, with plans to build or upgrade over 35,000 5G-A capable base stations by the end of 2027, ensuring comprehensive coverage within the city's Fifth Ring Road [1] Industry Developments - Beijing Unicom has covered over 50% of residential areas in the city with ten-gigabit broadband, reaching nearly 5,000 communities, and has surpassed 1.5 million 5G-A users [2] - The company launched its first large-scale 5G-A smart network in 2024, with over 6,000 stations providing extensive coverage in key areas such as sports venues, schools, and shopping districts, achieving an overall effectiveness rate of over 85% for 5G-A [2] - Testing along a 12-kilometer route showed a 96% effectiveness rate for 5G-A, supporting high-demand applications like immersive video and cloud gaming [2] Technological Advancements - Beijing Unicom has deployed the world's fastest 5G-A subway network on Line 3, achieving peak downlink speeds of 2.4 Gbps and an average downlink speed of approximately 1.5 Gbps, suitable for 4K video streaming and large file transfers [3] - 5G-A is being integrated with AI to enhance various applications, such as providing high-definition meeting experiences and enabling multi-angle live sports broadcasts [3] - Future expectations include strengthening network infrastructure, driving industrial innovation, and enhancing key technology research and development [4] Future Outlook - The Beijing Economic and Information Technology Bureau expects Beijing Unicom to increase network construction efforts, achieving widespread coverage of 5G-A base stations and ten-gigabit optical networks [4] - There is a focus on leveraging the core technological potential of 5G-A and F5G-A, with applications in areas like water monitoring, intelligent vehicle-road collaboration, and new industrialization [4] - The aim is to establish a complete industrial ecosystem involving chips, modules, terminals, and equipment, while steadily progressing towards 6G and maintaining Beijing's competitive edge in global communication technology [4]

Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net buying from Northbound funds, totaling HKD 40.44 billion on May 9, with notable net purchases in semiconductor stocks and consumer brands [1][4]. Group 1: Northbound Fund Activity - Northbound funds recorded a net purchase of HKD 40.44 billion, with HKD 32.46 billion from the Shanghai Stock Connect and HKD 7.98 billion from the Shenzhen Stock Connect [1]. - The most purchased stocks included Hua Hong Semiconductor (01347), Pop Mart (09992), and Meituan-W (03690) [1]. - The most sold stocks were Xiaomi Group-W (01810), Tencent (00700), and Shandong Molong (00568) [1]. Group 2: Individual Stock Performance - Hua Hong Semiconductor (01347) received a net inflow of HKD 5.16 billion, while SMIC (00981) saw a net inflow of HKD 2.01 billion [4]. - SMIC reported a net profit of HKD 1.356 billion for Q1 2025, a 166.5% year-on-year increase, but expects a revenue decline of 4% to 6% in Q2 [4]. - Pop Mart (09992) had a net inflow of HKD 2.8 billion, supported by strategic initiatives to enhance brand recognition and expand overseas [5]. - Alibaba-W (09988) experienced a net inflow of HKD 2.09 billion following a strategic partnership with Xiaohongshu [5]. - China Mobile (00941) saw a net inflow of HKD 1.75 billion, despite a slowdown in revenue and net profit growth [6]. Group 3: Selling Pressure on Certain Stocks - Xiaomi Group-W (01810) faced a net outflow of HKD 6.34 billion due to concerns over its automotive division's marketing practices [7]. - Tencent (00700) experienced a net outflow of HKD 4.38 billion, reflecting broader market sentiment [7]. - Shandong Molong (00568) had a net outflow of HKD 25.41 million following a significant share reduction by major shareholders [6].

Core Viewpoint - The launch of dual 10G optical network packages by multiple operators marks China's entry into the dual 10G network era, which will significantly enhance network capabilities and lead to various new applications [1][4]. Group 1: Technology and Infrastructure - The Ministry of Industry and Information Technology (MIIT) describes the 10G optical network as the next-generation upgrade, providing users with 10G access capabilities, including technologies like 50G-PON, FTTH, FTTR, and integration with AI [2][6]. - Operators are initiating 10G network coverage projects, with Beijing Mobile covering 1,000 communities and Beijing Unicom offering 10G packages to about half of the communities in Beijing [4][9]. - The 5G-A network offers peak upload speeds close to 200 Mbps and download speeds near 3 Gbps, representing a 3 to 5 times improvement over traditional 5G [4]. Group 2: New Applications - The 10G broadband can support high-bandwidth applications such as 8K ultra-high-definition video, cloud gaming, and VR/AR, providing a seamless experience with low latency and high stability [8]. - The MIIT plans to pilot services like cloud storage, cloud computing, cloud gaming, ultra-high-definition video, and smart home applications based on the 10G optical network [8]. Group 3: Coverage and Pricing - The MIIT has initiated pilot deployments of the 10G optical network in 168 communities, factories, and parks across 86 cities, with Beijing leading the way [9][10]. - The monthly price for the dual 10G packages is set at 1,599 yuan for Beijing Unicom and 1,399 yuan for Beijing Mobile, which includes various family benefits [9].

新浪科技讯 5月9日下午消息，中国移动北京公司（北京移动）近日发布了"双万兆AI Family"产品，宣 告北京从此正式踏入双万兆时代。发布会翌日，家住朝阳区来广营的商女士通过10086客户服务热线报 装，成为"双万兆AI Family"的首位用户。北京移动安装团队上门服务，朝阳分公司总经理亲手为商女 士送上首装大礼包。 作为北京首批智能家居的使用者，商女士从千兆时代起就开始接触各类家庭光宽带产品，对产品性能和 质量也有相当高的要求。她介绍家里住宅面积近150平米，原本安装在客厅的光纤主设备无法做到全屋 覆盖，主卧和卫生间的网络信号总有点差强人意。在勘察过商女士家户型后，北京移动的宽带工程师为 她定制了"一拖三"组网方案：用一台FTTR光网关和三台FTTR光路由器，配合隐形光纤走线，现场安装 时根据用户需求，在无需破壁的情况下让商女士家里每个房间都实现了无死角宽带覆盖，厨房阳台卫生 间也不例外。安装结束后，工程师进行了现场测速，有线网络下行速率达到9600Mbps，达到了万兆宽 带标准。 北京移动介绍，万兆宽带可承载8K超高清视频、云游戏、VR/AR等高带宽场景需求，套餐中附赠的家 庭副卡和共享流量，可以满足 ...