12月22日，摩比发展(00947.HK)在2026格隆汇"金格奖"年度卓越公司评选中，获得"年度ESG先锋奖"。 如果只把这个奖项理解为一次企业社会责任或信息披露层面的认可，多少有些低估了它在当前时间点所 释放的信号。放在通信行业的大背景下，这更像是一家老牌通信设备企业，在行业深度调整期，对自身 发展路径的一次阶段性确认。 过去两年，通信产业并不轻松。5G建设从高峰期走向平稳期，运营商资本开支呈现结构性收缩，传统 基站相关业务需求波动明显；叠加全球经济周期与地缘环境的不确定性，整个产业链都在经历"去杠 杆、去扩张、拼韧性"的过程。 在这样的环境中，ESG是否仍只是"加分项"，抑或正在演变为企业穿越周期的底层能力？摩比发展的实 践，提供了一个值得拆解的样本。 一、绿色技术从概念到增长引擎的硬核跃升 在通信行业，ESG并不是一个天然容易讲清楚的话题。 天线与射频子系统，本身就是高能耗、高材料密度、高工程复杂度的工业产品。过去很长一段时间，行 业评价供应商的核心标准，集中在性能、价格与交付能力上。但随着"双碳"目标明确、运营商自身节能 减排压力上移，这套标准正在发生变化。 国内主流运营商已陆续启动绿色多频段天线、 ...

Group 1 - AWE2026 will be held from March 12-15, 2026, in Shanghai, featuring a theme of "AI Technology, Enjoying the Future" and adopting a new "One Exhibition, Two Zones" model [2][3] - The exhibition area is expected to exceed 170,000 square meters, with over 1,200 participating brands and an anticipated attendance of over 200,000 visitors [2] - The two exhibition zones will have synergistic functions, with the New International Expo Center focusing on smart living solutions and innovations across various fields, while the Shanghai Oriental Hub will concentrate on advanced consumer electronics technologies [3] Group 2 - The New International Expo Center will showcase innovations in smart home, digital entertainment, green energy, and smart cities, emphasizing a human and scenario-centric approach [3] - The Shanghai Oriental Hub will highlight cutting-edge fields such as AI, new information technologies, and smart home solutions, featuring four thematic exhibition areas [3] - AWE2026 aims to create a diverse content ecosystem by inviting tech media and influencers, expanding its international outreach [4] Group 3 - During AWE2025, over 1,000 companies participated, with a display area of 140,000 square meters and total attendance exceeding 192,000, marking a 25% year-on-year increase [4] - The number of overseas visitors during AWE2025 grew by nearly 30% [4]