人民财讯12月10日电，中共银川市委员会关于制定国民经济和社会发展第十五个五年规划的建议发布， 其中提出，加强数字基础设施建设。大规模部署5G-A网络、适度超前布局6G网络、前瞻布局万兆光 网，升级骨干网络、光纤网络、无线网络。科学布局智算中心、超算中心。建设高标准、高安全性的可 信云，打造标准、规范、可复用的银川数据湖，建设成长性公共数据运营平台。发展融合基础设施，健 全完善智慧城市底座，高水平建设国家数据基础设施建设试点城市。 ...

Core Viewpoint - The Guangdong Provincial Government has issued a plan for the construction of the Guangdong National Digital Economy Innovation Development Experimental Zone from 2025 to 2027, focusing on the integration of communication networks across air, land, and sea [1] Group 1: Network Development - The plan aims to create a unified communication network across air, land, and sea [1] - A "Signal Upgrade" special action will be launched to enhance the quality of the "dual-gigabit" network [1] - The deployment of 5G-A networks will be accelerated, along with pilot projects for 10-gigabit optical networks [1] Group 2: Satellite and Navigation Systems - The construction and operation of a low-orbit satellite constellation for integrated communication, navigation, and remote sensing in the Greater Bay Area will be promoted [1] - The enhancement of the Beidou satellite navigation system will be deepened to establish a high-precision time-space service network combining Beidou and 5G in the Guangdong-Hong Kong-Macao Greater Bay Area [1] Group 3: Infrastructure and Coverage - The plan includes the construction of a low-altitude intelligent network and the improvement of supporting infrastructure for low-altitude operations [1] - There will be an emphasis on broadband network coverage for islands and marine areas, gradually advancing the construction of a "dual-gigabit" network for islands [1] - The integration of air, land, and sea communication systems will be further developed [1]

Core Insights - Guangdong plans to establish 100 10G optical network projects within this year, with over one-third of these projects focused on factory scenarios [1][2] - The province aims to enhance the intelligent manufacturing foundation through three main aspects: building information infrastructure, promoting collaborative computing and networking, and integrating data with reality [1][2][3] Group 1: Information Infrastructure - As of August 2025, Guangdong has built 431,000 5G base stations and 2,529,000 10G PON ports, leading in scale across China, achieving "gigabit access in every town and 5G coverage in every village" [1][2] - The network construction includes a 400G all-optical network connecting cities in the Guangdong-Hong Kong-Macao Greater Bay Area, targeting ultra-low latency of 1 millisecond within Shaoguan, 3 milliseconds across the Bay Area, and 6 milliseconds province-wide [2] Group 2: Collaborative Computing and Networking - The province is advancing the establishment of a computing hub in Shaoguan, with telecom data centers capable of supporting a capacity of 10,000 cards [2] - The Qianhai integrated computing service platform has been developed, connecting 18 computing resource pools with a total computing scale exceeding 14,000 P, offering services such as computing scheduling, trading, application, and security [2] Group 3: Data and Reality Integration - By August 2025, Guangdong has established over 7,600 5G industry virtual private networks, with nearly 27 million 5G IoT terminal users [2] - The province is promoting the "Hundred-Thousand" action for 5G factories, with 79 factories recognized in the national 5G factory directory over three years [2] - The upgrade of the national top-level node for identification resolution in Guangzhou aims to standardize key processes and ensure interconnectivity of upstream and downstream data [2][3] Group 4: Future Initiatives - Future initiatives will focus on accelerating the deployment of 5G-A and 10G optical networks in manufacturing parks, optimizing computing infrastructure layout, and providing comprehensive AI services to support intelligent manufacturing [3]

Group 1 - The Ministry of Industry and Information Technology reported that by the end of August, the total number of 5G base stations reached 4.646 million, an increase of 395,000 from the end of the previous year, accounting for 36.3% of the total mobile base stations, which is a 0.3 percentage point increase compared to the first seven months of the year [1] - Galaxy Securities believes that with 5G leading globally, the transformation of old and new driving forces will empower new productive forces, and the layout of AI is expected to exceed expectations. The steady progress of 5G network construction and the continuous expansion of gigabit user scale will improve the profitability and cash flow of operators, highlighting asset value advantages, leading to sustained growth in operators' performance, which may exceed expectations [1] - Huolong Securities pointed out that the government work report for 2025 mentioned the expansion of large-scale 5G applications and the cultivation of future industries such as biomanufacturing, quantum technology, embodied intelligence, and 6G. Additionally, the government is promoting the establishment of a "carrier-level" national venture capital guidance fund, which will drive 1 trillion yuan of capital to focus on cutting-edge fields such as artificial intelligence, quantum technology, and hydrogen energy storage, likely accelerating the development of the related communication industry chain [1]

Core Viewpoint - The Ministry of Industry and Information Technology reports steady progress in 5G network construction, with significant growth in the number of 5G base stations and an optimistic outlook for the telecommunications industry driven by advancements in AI and other technologies [1] Group 1: 5G Network Development - As of the end of August, the total number of 5G base stations reached 4.646 million, an increase of 395,000 from the end of the previous year, accounting for 36.3% of all mobile base stations, which is a 0.3 percentage point increase compared to the first seven months of the year [1] - The expansion of 5G networks is expected to enhance the profitability and cash flow of operators, leading to continuous growth in their performance, potentially exceeding expectations [1] Group 2: Future Industry Growth - The government work report for 2025 emphasizes the expansion of large-scale 5G applications and the cultivation of future industries such as biomanufacturing, quantum technology, embodied intelligence, and 6G [1] - The establishment of a "carrier-level" national venture capital guidance fund is anticipated to mobilize 1 trillion yuan in capital, focusing on cutting-edge fields like artificial intelligence, quantum technology, and hydrogen energy storage, which is expected to accelerate the development of the related telecommunications industry chain [1]

Core Viewpoint - The Ministry of Industry and Information Technology and the National Forestry and Grassland Administration have jointly issued a notice to promote the construction of "Broadband Forestry and Grassland" with specific targets for network coverage by the end of 2027 [1] Group 1 - By the end of 2027, the proportion of 4G/5G network coverage in forest stations will reach 90% [1] - Significant improvements in 4G/5G network coverage are expected in populated areas and key fire lookout towers [1] - Key points within national nature reserves are to achieve basic broadband network coverage [1] Group 2 - National and key provincial highways traversing forests and grasslands will have 4G/5G network coverage implemented as needed [1]

Core Viewpoint - Shenzhen is developing a high-quality construction plan for low-altitude infrastructure from 2024 to 2026, focusing on building a comprehensive communication network that covers take-off and landing points as well as operational flight routes [1] Group 1: Communication Network Development - The plan will utilize technologies such as 5G, 5G-A integrated sensing, 1.4GHz private networks, and satellite communication to create a high-security, high-reliability, and low-latency air-space-ground-sea integrated communication network [1] - The initiative aims to promote collaboration between communication and low-altitude flight service operators to conduct real-world low-altitude communication technology tests in complex scenarios, facilitating iterative upgrades of low-altitude communication technology [1] Group 2: Maritime Communication Focus - The plan will address the needs for maritime transport safety supervision, emergency rescue at sea, and coastal border security management by advancing the research and development of key technologies for maritime low-altitude communication [1] - Establishing a robust maritime low-altitude communication network will ensure continuous coverage of maritime routes [1]

Group 1 - The company has revised its plan for the issuance of A-shares to specific investors, which was approved at the 2025 temporary shareholders' meeting [1][2] - The total amount of funds to be raised from the issuance has been adjusted from 192,223.48 million yuan to 192,023.48 million yuan [2][3] - The investment amount for the 5G communication network construction project has been reduced from 52,003.48 million yuan to 51,803.48 million yuan [2][3] Group 2 - The company has confirmed that the necessary internal procedures for the issuance have been completed, and there are no substantial obstacles expected in obtaining the required approvals [3][6] - The company has updated the feasibility analysis report regarding the use of raised funds, reflecting the adjustments made to the fundraising scale [7]

Core Viewpoint - The integration of 5G-A technology is crucial for the digital transformation of various industries, particularly in Shandong province, which is actively promoting its application in sectors like low-altitude economy, rural revitalization, smart tourism, and smart factories [1][4]. Group 1: 5G-A Network Development - Shandong province has initiated policies to support the construction of 5G-A and lightweight 5G networks, with a total of 254,000 5G base stations established, achieving a 99% coverage rate in administrative villages [2][3]. - The number of 5G-A base stations has surpassed 13,000, with 275 new "5G + Industrial Internet" integration application projects launched this year, totaling over 2,000 projects across key industrial sectors [2][3]. Group 2: Application in Various Sectors - In the low-altitude economy, Shandong has deployed 5G-A low-altitude perception networks in drone industry clusters, facilitating emergency rescue and logistics applications, with over 16,000 operations executed and more than 3,400 flight hours recorded [4][5]. - In smart tourism, 5G-A networks are being deployed in cultural and tourism venues, enhancing user experiences and promoting the integration of culture, tourism, and technology [4][5]. Group 3: Industrial Innovations - The implementation of 5G-A technology in marine applications is transforming the marine industry, with pilot projects in coastal cities for water quality monitoring and smart channel management [5]. - In industrial parks, projects like the integrated intelligent factory using 5G + MEC technology are achieving deep integration of CT, OT, and IT, showcasing the potential of 5G-A in enhancing manufacturing efficiency [5].