该报告预测，到2031年底，移动签约总数中预计将有三分之二是5G业务签约。到2031年，全球5G签约 数预计将达到64亿，占移动签约总数的三分之二。领先的运营商将继续部署5G SA网络，到2031年，5G SA签约数预计将超过41亿，届时将占5G签约总数的约65%。 沈建缘/文 随着5G应用的深入，用户需求已从单纯的"高速连接"转向"定制化体验"。大型手术远程应用、大型赛事 现场转播等场景，对网络的速度、稳定性、安全性提出了远超普通流量的要求。 5G时代的移动通信产业，正经历从"规模扩张"到"价值深耕"的关键转折。技术融合的深化、差异化需求 的凸显，推动着移动通信产业逻辑从"流量为王"转向"体验至上"。 爱立信东北亚区副总裁吴立东认为，"AI、云、移动通信的融合正带来市场增长的机会。但5G时代运营 商不仅要在技术端做出改变，也要在业务端改变思维和内容盈利模式。在服务场景与技术融合之间找到 平衡点，才能实现技术与商业的融合。" 2025年年末。爱立信发布的《爱立信移动市场报告》显示，到2025年年底，5G签约数预计将达到29 亿，约占全球移动签约总数的三分之一。2025年，全球5G覆盖人口将新增4亿。5G承载的 ...

Core Insights - The discussion on 6G standards officially commenced in early 2025, with a series of research and seminars aimed at reaching industry consensus on the next generation of mobile communication technology. By the end of this year, the blueprint for 6G is expected to become clearer, with the first commercial 6G services anticipated to launch around 2030 [1][2] - The United States plans to showcase 6G technology during the 2028 Summer Olympics in Los Angeles, with demonstrations organized by the National Telecommunications and Information Administration (NTIA) [1] - The initial 6G specifications will be included in the 21st release of 3GPP, with a timeline for this work to be established by June 2026. The full-scale work is expected to begin in March 2027, with a typical release cycle lasting about 18 months [1] Group 1 - The ongoing phase of research and discussions regarding 6G will continue until the end of this year and early 2027, amidst geopolitical factors that may introduce friction in global efforts [2] - 3GPP has initiated research on 6G technology alongside the development of 5G Advanced specifications, emphasizing the need for continuity between the two technologies [4] - Major equipment suppliers like Ericsson, Huawei, and Nokia view 5G Advanced as foundational for 6G, with expected advancements in machine learning integration, energy efficiency, latency reduction, advanced MIMO technology, and satellite integration [4] Group 2 - Collaboration among standard organizations is expected to intensify this year, with ETSI hosting a workshop in April 2025 to explore synergies in open RAN efforts with O-RAN Alliance and 3GPP [6] - Artificial intelligence is anticipated to permeate various aspects of 6G, influencing standardization processes related to interfaces, protocols, and algorithms, as well as playing a crucial role in network security discussions [6]

央视网消息（焦点访谈）：第六代移动通信，也就是6G，是"十五五"规划建议提出的六大未来产业之一。当前我国6G产业发展已进入技术创新加速演进、 产业方向愈发清晰的关键阶段，一幅以"融合""创新"为核心的发展路线图正徐徐铺展。业内预计，6G产业有望通过技术场景的逐步落地，全面赋能千行百业 与大众消费市场，实现人工智能、智能感知等技术的深度融合，成为新的经济增长点。那究竟什么是6G，现在发展得怎么样，它又会给我们的生产生活带 来怎样的变化？ 你是否觉得，指尖轻轻一滑，视频瞬间加载、信息秒速抵达，5G网速已经够快了？而就在我们不常关注的实验室里，面向未来的第六代移动通信技术，也 就是6G的研发正在加速。 无线工业控制是6G网络的核心应用场景之一，要求网络进一步突破微秒级超低时延、接近百分之百的超高可靠性。为了验证6G网络的确定性与可靠性，在 江苏南京紫金山实验室，一台由6G网络实时无线控制的设备，实现了5G网络目前难以达到的，对乒乓球长时间规律跳动的精准控制。 在北京邮电大学的实验室里，彭木根教授正在给同学们介绍"北邮-银河号"的地面模型。这颗于2022年发射的低轨宽带通信卫星，已经在距离地面500公里的 轨道上稳定 ...

12月29日，《中共深圳市委关于制定深圳市国民经济和社会发展第十五个五年规划的建议》（简称《建 议》）正式公布，明确了"十五五"时期深圳经济社会发展的基本思路和主要目标。 《建议》提到，"十五五"时期深圳经济社会发展的主要目标包括高质量发展迈上新台阶、产业科技创新 实现新突破、改革开放迈出新步伐、社会文明程度实现新提升、民生福祉取得新成效、现代化人民城市 建设取得新进展、安全保障迈上新水平等。 《建议》明确，至2035年，深圳高质量发展成为全国典范，城市综合经济竞争力世界领先，改革开放创 新动能更加强劲，人民群众生活更加幸福美好，更具全球影响力的经济中心城市和现代化国际大都市建 设迈上新台阶，成为我国建设社会主义现代化强国的城市范例。 推动第六代移动通信、生物制造等 成为新的经济增长点 （文章来源：上海证券报） 在加快未来产业成形成势方面，深圳将探索多元技术路线、典型应用场景、可行商业模式、市场监管规 则，建立未来产业投入增长和风险分担机制，推动第六代移动通信、生物制造、具身智能、光载信息、 细胞与基因、脑机接口、氢能和核聚变能、量子科技等成为新的经济增长点。 在加快传统产业优化升级方面，深圳将在国家统一部署 ...

格隆汇12月29日丨光弘科技(300735.SZ)在投资者互动平台表示，移动通信行业发展迅速，从2G、3G、 4G到5G，每隔5-10年就会出现一次大规模的技术升级和更新迭代。在前述每次技术迭代升级中，公司 均及时响应市场和客户需求调整业务，而如今5G相关产品已成为公司业务最重要的组成部分。虽然目 前6G通信技术尚处于前沿研究和探索阶段，尚无具体的6G标准，但公司多年来在通信领域有着丰富的 沉淀和积累，将积极配合客户在6G生态领域从基础的通讯设备到最终的智慧应用终端的发展。 ...

Core Viewpoint - The establishment of the Shanghai 6G Communication Intelligence Valley marks a significant step in the development and commercialization of 6G technology, aiming to create a robust ecosystem for innovation and collaboration in the telecommunications industry [1][2]. Group 1: Infrastructure and Development - The Shanghai 6G Communication Intelligence Valley has been fully constructed and is operational, covering an area of 60 acres and serving as the core area for the future 6G industry cluster in Shanghai [1]. - The park includes various facilities for technology research and development, incubation acceleration, concept validation, and talent services, with over 30 companies from the telecommunications industry already settled in the area, indicating the initial emergence of industrial cluster effects [2]. Group 2: Applications and Innovations - Six major application scenarios for 6G have been identified internationally, including immersive communication, low-latency communication, ultra-large-scale connectivity, integrated space-ground communication, and the fusion of communication with artificial intelligence and perception [2]. - The "National Science and Technology Innovation" project team has developed non-invasive brain-computer interface products, which are expected to align with the arrival of the 6G era, enhancing consumer-level applications [7][8]. Group 3: Investment and Financial Support - The 6G Communication Intelligence Valley has established a financial support system, including a dedicated fund of 1 billion yuan for the "6G Communication Valley Eagle Cultivation Plan" and a 3 billion yuan 6G industry incubation fund, aiming to attract over 20 billion yuan in industry guidance funds [8]. - The industry anticipates that by 2030, the 6G future industry cluster in Shanghai will aim to achieve an industrial scale exceeding 100 billion yuan, establishing itself as a globally influential base for new-generation mobile communication technology innovation and manufacturing services [8].

2025年即将步入尾声之际，中国移动又搞了个大动作。 12月22日，在杭州西溪湿地，浙江移动联合华为举办了一场非常特别的活动——"5G-A×AI技术创新&生态应用沙龙暨全球首个大上行示范区发布"。 之所以说它特别，不仅是因为时间（临近年末）和地点（位于景区），更主要是在于内容。活动现场所发布的成果和产品，以及嘉宾所做的分享发言，都 与AI和5G-A这两个重要技术趋势密切相关。尤其是现场的几项重大发布，非常新颖独特，很可能会在即将到来的2026年走进我们的生活，带来不一样的 体验。 小枣君全程参加了本次活动。接下来，我就基于我的所见所闻，结合自身思考，给大家做一个全面的解读。 ▉ 全面发力"大上行"，创新引领5G-A×AI浪潮 本次发布活动的主题是"智联上行 体验跃升"。这个的上行，指的就是"大上行"，即5G-A网络所提供的上行大带宽能力。 在活动现场，浙江移动详细介绍了他们在"5G-A×AI"领域的融合创新成果，发布了全国首个5G-A×AI大上行示范区——杭州西溪湿地，启动了体验经营2.0 超级体验官计划，联合发布黄金管道x倍速、UE Logo2.0等新体验新能力，以及华为随行 WiFi X超级直播神器。 作 ...

信科移动(688387.SH)发布股价异动公告称，近期资本市场对"商业航天""卫星互联网"等概念关注度较 高，相关板块股票涨幅明显。公司目前主营业务为移动通信网络设备及移动通信技术服务，未发生变 化。公司在卫星互联网领域的收入占整体营业收入的比例很低，对公司业绩无重大影响。 ...

2025岁末，雷士照明的荣誉墙上再添四份重量级认可。 荣誉之光，见证品牌地位 | નિ | 项目 | 参赛单位 | | | 项目 | | --- | --- | --- | --- | --- | --- | | 렇 | 编号 | | 项目名称 | 项目领域 | 英国 | | | | | 金奖 10项 | | | | 1 | 1280 | 贝特瑞新材料集团股份有限 | 高首效硅氧负极材料高 | 新能源 | 专利类 | | | | 公司 | 价值专利布局项目 | | | | 2 | 1474 | 广州小鹏汽车科技有限公司 | 小鹏 X-EEA 整车电子电 | 汽车产业 | 专利类 | | | | 惠州 TCL 移动通信有限公司、 | 气架构 | | | | 3 | 1486 | TCL 实业控股股份有限公司、 | | 新一代电子 | 专利类 | | | | | 确定性(4G/5G)无线网 | | | | | | 捷开通讯(深圳)有限公司, | 络 | 信息 | | | | | 惠州 TCL 云创科技有限公司、 | | | | | | | 深圳 TCL 新技术有限公司 | | | | | 4 | 1721 | 广 ...

Core Insights - During the "14th Five-Year Plan" period, China is in a critical stage for 6G development, with clear vision requirements, initial technological breakthroughs, and comprehensive standard research starting [1] - The "15th Five-Year Plan" will focus on standard formulation and industrial research and development, with commercial applications expected to launch around 2030 [1] - By 2035, it is anticipated that 6G will achieve large-scale commercial deployment, potentially creating a trillion-yuan-level 6G industry and application market [1] Industry Development - The integration of communication and AI is seen as a significant opportunity for 6G, leveraging China's advantages in AI and the extensive mobile communication market [1] - The focus will be on cultivating mobile intelligent service scenarios and ecosystems to generate new economic growth points [1] Market Outlook - The 6G industry and application market is projected to reach a scale of one trillion yuan by 2035 [1]