2025年9月24日，在2025中国国际信息通信展览会期间，以"拥抱AI，激发网络新质生产力"为主题的"新 质互联网-AI WAN产业研讨会"成功举办。本次论坛由中国信息通信研究院（简称"中国信通院"）主 办，来自政府部门、基础电信企业、电信制造企业、行业单位、科研机构的的上百位嘉宾参加了本次论 坛。参会嘉宾从网络建设、技术创新、应用实践等多个维度展开交流，分享前沿技术、共话生态建设、 共谋产业创新。中国信通院技术与标准研究所副所长汤立波主持会议。 推进IPv6规模部署和应用专家委员会主任邬贺铨在致辞中表示，智能IP广域网（AI WAN）是人工智能 与传统IP广域网双向赋能的结果，为互联网赋予新质。发展AI WAN是技术演进的必然选择，更是抢占 未来科技竞争制高点的战略需要，邬贺铨提出三点建议，一是打牢"地基"，鼓励产学研联合攻关解 决"卡脖子"问题；二是立好"规矩"，推进标准化工作避免碎片化发展；三是要"接地气"，发掘应用场 景，在垂直行业试点示范打造标杆应用，由点到面实现规模化推广。 工业和信息化部信息通信发展司二级巡视员黄先琼表示，工业和信息化部以人工智能与实体经济融合为 主线，加快推进互联网与人工智能 ...

Group 1 - The core viewpoint of the article emphasizes the rapid commercialization and expansion of 5G-A in China, highlighting its significance in the context of AI advancements and digital transformation [1][3][22] - 5G-A is positioned as an evolution of 5G, addressing performance bottlenecks and enhancing functionalities to meet the demands of various industries [4][5][22] - The integration of 5G-A with AI technologies is creating new opportunities and value, transforming traditional business models and enabling innovative applications [7][8][22] Group 2 - As of now, over 300 cities in China have deployed 5G-A networks, with more than 30 million users and over 100 million compatible devices, expected to reach 250 million by the end of the year [9][11] - 5G-A has improved connection speeds and introduced "big uplink" capabilities, enhancing user experiences in high-bandwidth applications such as VR/AR and cloud gaming [11][12] - In the B-end market, 5G-A has successfully implemented over 5,000 private networks across various industries, showcasing its role as a core driver of industrial upgrades [17][20][21]

Core Insights - The number of 5G mobile phone users in China has exceeded 1.15 billion, accounting for 63.4% of total mobile phone users [1] - 5G technology has been integrated into 86 major industries, with over 18,500 5G+ industrial internet projects, driving the intelligent and green transformation of the manufacturing sector [1] - The "new economy" driven by "artificial intelligence+" has generated a value exceeding 24 trillion yuan [1] Industry Developments - As of the end of August, the total number of 5G base stations reached 4.646 million, representing 36.3% of all mobile base stations [1] - The Ministry of Industry and Information Technology emphasizes the need to strengthen digital infrastructure and promote the coordinated development of dual-gigabit networks [1] - The construction of 5G has been accelerated alongside the promotion of 5G co-construction and sharing, resulting in the largest co-built and shared network globally [1] Cost Savings and Environmental Impact - The co-construction and sharing of 5G base stations have exceeded 1.5 million, achieving continuous 5G coverage in towns and above across the country [1] - This initiative has saved the country over 380 billion yuan in investments and reduced carbon emissions by over 13 million tons annually [1]

Group 1 - The 2025 China International Information and Communication Exhibition (PT Exhibition) showcases advancements in communication technology, highlighting the integration of AI and digital technology with the physical economy [1][7] - The exhibition features innovations such as 6G technology, AI-driven applications, and emergency communication solutions, indicating a shift towards a more interconnected and intelligent communication landscape [2][5][6] Group 2 - Huawei's 5G-A network has been deployed in 300 cities, with over 30 million users and an optimistic projection of 250 million compatible devices by the end of the year, marking a significant milestone in its commercial development [3] - The exhibition emphasizes the importance of "experience management" over traditional "traffic management," as companies adapt to consumer demands for enhanced service experiences [5][6] Group 3 - The integration of various technologies, such as AI and edge computing, is crucial for maximizing resource efficiency and supporting the digital transformation of industries [5][6] - Companies are focusing on lowering barriers for small and medium enterprises to adopt digital solutions, fostering collaboration among industry players, and exploring new business models to drive digital transformation [6][7] Group 4 - The exhibition features nearly 300 companies, showcasing innovations from infrastructure to end-user applications, including quantum communication technologies and integrated emergency communication systems [7]

Core Viewpoint - The Philippines' Department of Information and Communications Technology (DICT) announced the gradual phase-out of 3G networks by the end of September 2023, with complete shutdown expected by 2026, as major operators shift their spectrum resources to 4G and 5G technologies [1] Group 1 - The transition marks the end of 3G technology, which has been a defining standard for mobile internet access in the Philippines since its licensing in 2005 and subsequent launch by Smart Communications and Globe Telecom in 2008 [1]

Group 1 - China Tower Corporation, a subsidiary of China Telecom, announced a tender for IT system data labeling services with a budget of 6.25 million yuan [1] - The tender was published on September 24, 2025, indicating ongoing investment in IT infrastructure [1] - China Telecom holds a 20.50% stake in China Tower Corporation, highlighting the strategic partnership between the two companies [1]

Group 1 - China Mobile has agreed to sell approximately 3.24% of its shares to comply with the minimum public holding requirement of 25% for Hong Kong Broadband, ensuring sufficient public shareholding without significant adverse impact on operations [2] - The sale of shares is aimed at meeting regulatory requirements while supporting the long-term development goals of Hong Kong Broadband [2] - Following the recent completion of the tender offer, China Mobile Hong Kong has acquired a total of 78.08% of Hong Kong Broadband shares, becoming its largest shareholder [2] Group 2 - The integration of China Mobile Hong Kong's 5G network resources and cloud computing infrastructure with Hong Kong Broadband's telecom operations is expected to create synergies and enhance market share [2] - Hong Kong Broadband is anticipated to enter a new phase of telecom business development, focusing on providing one-stop service capabilities for enterprise digital transformation [2]

【导读】 沙特股市暴涨5% 中国基金报记者 泰勒 沙特传来史诗级利好消息。 9月24日，沙特股市突然暴涨，其基准股指涨约5%，总市值增加了 1230亿美元 。 消息面上，沙特将放宽外资持股限制，摩根大通与EFG Hermes预计将有数十亿美元资金流入。 沙特 资本市场管理局（CMA） 一名董事会成员对外表示， 外资控股 最早可能在年底前生效。所有行业板块全线走高，其中 沙特银行 股 创纪录上涨 9% 。 投资者押注，一旦放宽对上市公司 外资持股上限49% 的规定，海湾国家将迎来投资洪流。该举措契合沙特王储 穆罕默德·本·萨勒曼 推动经济 摆脱对石油依赖 的努力，有助于 做大本地资本市场 并与同处海湾地区的国家接轨。例如， 阿联酋 在2019年就表示将允许 外国人在各行业 100%持股 。 放宽持股上限的潜在决定为沙特股市注入了急需的动力：该基准指数今年以来表现位居全球最差之列，下跌逾 5% ，而 MSCI全球所有 国家指数 上涨 17% 。 摩根大通 预计，若CMA将股票持股上限提升至 100% ，可能带来 106亿美元 的资金流入。 拉吉银行（Al Rajhi Bank） 股价飙升 10% 。摩根大通预计其 ...

Group 1: Market Surge - The Saudi stock market experienced a sudden surge, with the overall index rising by 5% and the banking sector index increasing by over 9% [1][2] - Major banks such as Al Rajhi Bank and Saudi National Bank reached their daily limit up [2] - The total market capitalization of Saudi listed companies is approximately 19 trillion RMB [1] Group 2: Foreign Investment Regulations - Saudi Arabia is considering relaxing the foreign ownership limit of 49% on local listed companies to revive its underperforming stock market [2][3] - The Capital Market Authority (CMA) is preparing to implement this change, which could take effect by the end of the year [2][3] - If foreign ownership exceeds 50%, it will increase Saudi Arabia's weight in the MSCI Emerging Markets Index, attracting more capital [2][3] Group 3: Economic Transformation - The Saudi economy is showing signs of transformation, with non-oil exports growing by 17.8% in Q2 2025, offsetting weak oil sales [5][6] - Non-oil revenue accounted for nearly half of the government's total revenue for the first time, driven by tax increases [6] - The non-oil sector's growth is attributed to private sector expansion and the development of emerging industries [7]

"济南，好久不见——周杰伦！"九月的奥体中心上空，无人机灯光秀点亮这句跨越六年的约定。作为此次巡演北方地 区唯一举办城市，济南在9月19日至21日迎来三场"嘉年华"演唱会，现场盛况空前，出现"一座难求"的火爆场面。 这场演唱会，不仅是歌迷的狂欢，更是城市级别的盛事。场内，《晴天》《七里香》等经典曲目引发万人大合唱；场 外，众多未能入场的歌迷伫立合唱，形成独特的"场外听歌"景象。 面对现场4万联通用户同时在线、数据业务量突破平日270%的挑战，济南联通网优团队提前启动专项保障机制，实时 监控网络指标，确保高峰时段通信体验稳定。"现场5G流量增长高达298%，我们通过实时负载均衡、CA载波聚合以及 基站参数动态优化等多项关键技术，提升网络容量，确保用户即使在高并发环境下也能稳定接入。"济南联通工程师 介绍。 在演唱会保障过程中，工程师们通过后台大数据平台对基站负荷进行实时监测，建立"秒级监控+快速处置"机制，根 据现场人流和流量走势动态调整网络参数。现场随处可见粉丝即时上传视频、开播互动，流畅的网络体验成为这场音 乐盛宴的坚实技术支撑。 未来，济南联通将继续秉持"用户至上"的初心，不断提升网络质量与服务水准，与城 ...