Group 1 - ZTE has resumed operations after the lifting of restrictions, with all 5G field tests initiated with the three major domestic operators and international tests fully restored, accumulating over 500 million yuan in orders from domestic operators [1] - The Ministry of Industry and Information Technology reported a 14.6% year-on-year increase in fixed asset investment in the electronic information manufacturing industry from January to May, with semiconductor discrete device manufacturing seeing a notable growth of 33.1% [1][5] - The investment growth in the electronic information manufacturing sector has been driven by emerging applications such as automotive electronics, artificial intelligence, and 5G, with communication system equipment and integrated circuit manufacturing also showing strong investment momentum [5][6] Group 2 - The overall investment growth in the electronic information manufacturing industry has declined compared to last year, with a drop from 21% in early 2018 to 14.2% by April, although there was a slight recovery in May [2][4] - The significant increase in investment in the first half of 2017 was attributed to the approval of many large-scale projects, including infrastructure developments, which directly boosted the electronic information manufacturing sector [4] - The decline in investment growth in 2018 is seen as a normal process as the industry transitions towards high-quality development, with traditional manufacturing investment cooling while new information technology sectors are still in their infancy [4][6]