智通财经APP获悉，11月26日，工信部发布2025年前10个月通信业经济运行情况。前10个月，通信业运行总体平稳。电信业务量收保持增长，新型基础设施 建设有序推进，5G、千兆、物联网等用户规模持续扩大，移动互联网接入流量保持较快增长。截至10月末，5G基站总数达475.8万个，比上年末净增50.7万 个，占移动基站总数的37%，占比前三季度提高0.4个百分点。 原文如下： 2025年前10个月通信业经济运行情况 前10个月，通信业运行总体平稳。电信业务量收保持增长，新型基础设施建设有序推进，5G、千兆、物联网等用户规模持续扩大，移动互联网接入流量保 持较快增长。 一、总体运行情况 电信业务量收平稳增长。前10个月，电信业务收入累计完成14670亿元，同比增长0.9%。按照上年不变价计算的电信业务总量同比增长9%。 移动互联网流量保持较快增势，10月DOU值创新高。前10个月，移动互联网累计流量达3232亿GB，同比增长16.8%。截至10月末，移动互联网用户数达 16.17亿户，比上年末净增4642万户。10月当月户均移动互联网接入流量(DOU)达到22.21GB/户·月，同比增长15.7%，比上年底高2. ...

Core Viewpoint - The telecommunications industry in China has shown stable operational performance in the first eight months of 2025, with steady growth in telecom business volume and ongoing advancements in new infrastructure, particularly in 5G, gigabit, and IoT user scales [1][3]. Overall Operational Situation - Telecom business revenue reached 1.1821 trillion yuan, reflecting a year-on-year growth of 0.8%. When adjusted for last year's prices, the total telecom business volume grew by 8.8% [4]. Telecom User Development - The number of fixed broadband access users increased steadily, with gigabit users rising. By the end of August, the total number of fixed internet broadband access users reached 689 million, a net increase of 18.85 million from the end of last year. Users with access speeds of 100 Mbps and above totaled 655 million, accounting for 95.2% of total users, while those with speeds of 1000 Mbps and above reached 233 million, a net increase of 26.64 million, representing 33.9% of total users, up 3 percentage points from last year [5]. - Mobile phone users also saw stable growth, with 5G user numbers expanding. By the end of August, the total number of mobile phone users reached 1.819 billion, a net increase of 29.53 million. Among them, 5G mobile phone users reached 1.154 billion, a net increase of 14 million, making up 63.4% of mobile phone users [5]. Telecom Business Usage - Mobile internet traffic continued to grow rapidly, with cumulative traffic reaching 2.534 trillion GB, a year-on-year increase of 16.4%. By the end of August, the number of mobile internet users reached 1.601 billion, a net increase of 31.32 million. The average mobile internet access traffic (DOU) per user in August was 20.87 GB per month, up 14.3% year-on-year [9]. - Mobile phone call duration decreased, while mobile SMS volume grew rapidly. The total duration of outgoing mobile calls was 14 trillion minutes, down 5.4% year-on-year, while SMS volume increased by 21.9% [9]. Communication Capability Situation - The construction of gigabit fiber broadband networks progressed steadily. By the end of August, the total number of internet broadband access ports reached 1.239 billion, a net increase of 37.1 million. Among them, fiber access ports reached 1.198 billion, accounting for 96.7% of total broadband access ports [10]. - The number of 5G base stations reached 4.646 million, a net increase of 395,000, accounting for 36.3% of total mobile base stations, an increase of 0.3 percentage points from the previous seven months [10]. Regional Development Situation - The penetration rates of gigabit and 5G users continued to rise across regions. By the end of August, the penetration rates for fixed broadband access users with speeds of 1000 Mbps and above were 33.9% in the East, 33.5% in the Central, 35.7% in the West, and 27.1% in the Northeast, all showing increases from last year [11]. - Mobile internet access traffic growth remained in double digits across regions, with the East, Central, West, and Northeast regions reaching 1.063 trillion GB, 595.2 billion GB, 724.7 billion GB, and 150.5 billion GB respectively, with year-on-year growth rates of 16.4%, 16.2%, 15%, and 25.2% [11].

Core Viewpoint - The article highlights the advancements in China's new information infrastructure, particularly in 5G and computing power, showcasing significant upgrades in coverage, efficiency, resource sharing, and connectivity [1][2][3]. Group 1: Infrastructure Development - As of July 2023, China has built 4.598 million 5G base stations and over 30.53 million gigabit network capability ports, achieving "gigabit access in every county and 5G access in every township" [1]. - A special action for "signal enhancement" is being implemented to deepen coverage of 5G and gigabit optical networks in key areas such as cultural tourism and transportation hubs, improving network quality and user experience [1]. Group 2: Computing Power Integration - The construction of computing power infrastructure is progressing steadily, with 10.85 million standard racks in use and an intelligent computing power scale reaching 788 EFLOPS (FP16 half precision) as of June 2025 [2]. - The national integrated computing power network system is being accelerated, with transmission delays between national hubs not exceeding 20 ms and between regional computing nodes not exceeding 1 ms [2]. Group 3: Resource Sharing and Sustainability - The sharing rate of newly built towers has reached 85%, with over 95% of new 5G base stations utilizing existing site resources, equivalent to saving 1.2 million communication towers and 68,000 acres of land [2]. - The promotion of 5G inter-network roaming has effectively reduced redundant investments and enhanced the overall efficiency of the 5G network [2]. Group 4: Rural and International Connectivity - Thanks to ten years of continuous construction of universal telecom services, rural broadband network development has accelerated, achieving "broadband access in every administrative village" and over 90% 5G coverage [3]. - As of now, there are 15 international gateway exchanges, and telecom companies have invested in 17 international and Hong Kong-Macau-Taiwan submarine cable systems, significantly enhancing international communication capabilities [3].

Core Insights - The provincial government emphasizes the importance of integrating digital economy with the real economy to drive high-quality development in Shaanxi [1][2] - Key industries such as integrated circuits, new displays, smart terminals, and the Internet of Things are identified for development, alongside future industries like quantum technology and artificial intelligence [1] - The meeting outlines the need for a robust digital infrastructure and the promotion of digital technologies across various sectors, including government services, healthcare, and education [2] Group 1 - The meeting highlighted the necessity of deepening the integration of digital economy and real economy to inject strong momentum into Shaanxi's high-quality development [1] - It called for the acceleration of digital industrialization and industrial digitization, focusing on nurturing leading enterprises and developing core industry clusters [1] - The government aims to enhance digital applications in agriculture, commerce, and cultural tourism, while fostering the growth of the internet platform economy [1] Group 2 - The meeting stressed the importance of building a digital government and society, aiming for efficient public service systems that are accessible and equitable [2] - It emphasized the construction of new digital infrastructure, including 5G networks and data centers, while ensuring data security and mitigating risks in the digital domain [2] - The government plans to evaluate the achievements of the digital economy during the 14th Five-Year Plan and develop a scientific plan for the 15th Five-Year Plan based on current industrial trends [2]

Core Insights - The telecommunications industry in China has shown resilience with a year-on-year growth of 9.3% in total business volume, while the electronic information manufacturing industry increased by 11.1% and software business revenue grew by 11.2% [1][4]. Infrastructure Development - The construction of information infrastructure has accelerated, with a total of 4.55 million 5G base stations and 1.118 billion 5G mobile phone users by the end of June, achieving a user penetration rate of over 79% [1]. - Over 300 cities have deployed 5G-A networks, enhancing network technology and services, which has led to the emergence of new application scenarios such as low-altitude economy and smart manufacturing [1]. Digital Economy Growth - The "dual-gigabit" network development and the rapid advancement of intelligent computing have laid a solid foundation for the sustained growth of the information and communication industry, with 30.22 million gigabit network service ports and 226 million gigabit broadband users [2]. - The national computing resource layout has been optimized, with 10.43 million standard computing racks in use and an intelligent computing scale of 748 EFLOPS, ranking among the world's top [2]. Application of Digital Technologies - The application of digital technologies, particularly 5G and artificial intelligence, has deepened, with 5G applications integrated into 86 out of 97 major categories of the national economy, and over 138,000 5G application cases [3]. - The "5G + Industrial Internet" projects have surpassed 18,500, significantly driving the digital transformation of industries [3]. Information Consumption Trends - New applications such as 5G new calls, live streaming, and cloud gaming have rapidly emerged, leading to a continuous double-digit growth in mobile internet traffic for six consecutive months [4]. - The digital industry achieved a business revenue growth of 9.3% in the first half of the year, with electronic information manufacturing and software services playing a crucial role in this growth [4][5]. Software and IT Services Performance - The software and information technology service industry has shown stable growth, with software business revenue reaching 557.88 billion yuan, a year-on-year increase of 11.2% [5]. - The cloud computing and big data services generated 58.55 billion yuan in revenue, also reflecting an 11.2% growth [5]. Hardware Innovations - Several domestic companies have launched key products in high-growth areas such as security chips and AI-integrated devices, with over 100 AI terminal devices developed [6]. - The sales volume of AI glasses on JD.com increased sevenfold during the "618" shopping festival, indicating a growing consumer interest in AI smart terminal devices [6]. Social Impact and Accessibility - The telecommunications industry has focused on improving public services, achieving over 90% coverage of 5G in administrative villages, thus narrowing the digital divide [6]. - Initiatives to enhance digital accessibility for the elderly have included the adaptation of over 3,000 websites and apps, as well as the organization of over 400,000 digital literacy classes [6]. Future Outlook - The information and communication industry is positioned to inject continuous new momentum into high-quality economic and social development as it enters the planning phase for the 15th Five-Year Plan [7].

Group 1 - The 2025 World Telecommunication and Information Society Day Conference was held in Nanning, marking the 10th anniversary of universal telecommunications service implementation in Guangxi [1] - Over the past decade, Guangxi has built 205,000 communication base stations in rural areas, achieving over 99.9% 4G network coverage, 98.4% fiber optic coverage, 98.1% 5G coverage, and 96.7% gigabit network coverage [1] - The 2024 Guangxi Internet Development Report indicates that the number of internet users in the region has surpassed 38 million, with an internet penetration rate of 77% [1] Group 2 - The "Action Plan" outlines five major actions: strengthening networks, improving quality, promoting integration, ensuring security, and pushing for low carbon, aiming to upgrade from "dual gigabit" to "dual ten-gigabit" networks by the end of 2027 [2] - By 2027, Guangxi plans to establish 190,000 5G base stations, achieve 5G-A coverage in cities at the county level and above, and reach an 88% penetration rate for individual 5G users [2] - The plan also includes scaling up the deployment of ten-gigabit optical networks, with the capacity to connect over 1 million households [2]