Core Viewpoint - The company reflects on its achievements in 2025 and emphasizes its commitment to embracing the new era of artificial intelligence while acknowledging the challenges posed by industry cycles and structural adjustments [1][5]. Group 1: Strategic Initiatives - The new "Connection + Computing Power" strategy has been implemented, leading to a return to revenue growth [5]. - The network business remains a solid profit foundation, while the computing power segment is developing new growth engines by serving key clients [5]. - The terminal business has launched the industry's first intelligent body smartphone, exploring new application avenues [5]. Group 2: Achievements and Recognition - The company received the highest SAIL award and topped the open-source rankings with its Intelligent Computing Super Node and "Co-Sight Super Intelligent Body," showcasing its strong R&D capabilities [2][5]. - The company maintained a top-level A rating in climate change leadership from CDP, reflecting its commitment to green development [2][5]. Group 3: Future Outlook - The company recognizes the complexities of the international environment and the uncertainties that may arise, while also noting the opportunities presented by domestic technological innovations such as AI and 5G-A [2][5]. - The company aims to ensure steady and sustainable growth by adhering to the principles of "Harmony and Prosperity" and "Quality Improvement and Profit Growth" [2][6]. Group 4: Market Strategy - The overseas market presents significant opportunities, and the company plans to deepen its presence in existing markets while capitalizing on the expansion of Chinese enterprises abroad [7]. - The domestic operator market will focus on stabilizing network structures and exploring new demand scenarios to expand growth [7]. - The company will enhance its brand and operational capabilities in the terminal business, particularly in the overseas market, while also advancing AI technology in domestic markets [7].

Core Insights - 6G technology is expected to commercialize around 2030 and is currently in the standardization phase, with AI becoming a key driver for its advancement and application scenarios [1] - The integration of AI with 6G will lead to AI capabilities being ubiquitous in future terminals, although edge computing and cloud collaboration will be necessary due to limitations in processing power at the device level [1] - The demand for network capabilities will increase significantly with the rise of AI applications, and telecom operators must adapt by creating integrated services that combine network capabilities with computing and data services to capture the core value of the AI ecosystem [1] Group 1 - The Fourth 6G Frontier Technology and Trends Forum was held in Beijing, highlighting the importance of AI in the development of 6G technology [2] - Experts emphasize the need for telecom operators to collaborate with ecosystem partners to seize new opportunities presented by AI-driven demand [1] - The transition from PC internet to mobile IoT has been significant, and the capabilities of 6G will meet the AI processing and service needs of various terminals [1] Group 2 - Different AI terminal forms will have varying network requirements, indicating a surge in network-related business due to the explosion of AI terminals [1] - The collaboration between terminal manufacturers and telecom operators is essential for enhancing terminal performance and ensuring mutual benefits [1] - The technical pathways for addressing B2B and B2C demands in the 6G era will be similar, focusing on intelligent frameworks to meet diverse needs [1]

科技日报记者 华凌 "预计从2030年起，6G将在中国及欧洲、印度、日韩、美国、越南等国家和地区率先商用；到2040 年，全球6G连接数有望突破50亿。"11月13日，在2025年6G发展大会上，全球移动通信系统协会 （GSMA）大中华区总裁斯寒发布的这一预测，让6G时代的轮廓愈发清晰。 现场，中国信息通信研究院发布《6G技术试验成果及平台能力提升计划》。张云明透露，我国已 形成超300项6G关键技术储备，构建了"技术攻关、试验验证、迭代优化"三位一体研发体系，通过IMT- 2030（6G）推进组汇聚国内外百余家单位协同创新，完成第一阶段技术试验。 截至2025年11月，中国6G专利申请量占全球40.3%。其中，北京已形成"1个总体组+1个实验室+2个 研发基地+2个产业基地"的协同格局，正全力打造6G创新发展先导区，为6G商用落地与产业升级筑牢基 础。 本次大会以"智联全球，共建6G技术创新生态"为主题。与会专家认为，作为未来十年重要的数字 信息基础设施，6G将实现通信、感知、计算、智能多技术融合，服务对象从人、机、物拓展到智能 体，服务空间延伸至空天地一体，最终实现"万物智联、数字孪生"的愿景。 终端与应 ...

Core Insights - The 2025 6G Development Conference was held in Beijing, focusing on the application needs, key technologies, international standards, and industry research related to 6G [1][3] - Experts emphasized the necessity for new terminals to support 6G development, highlighting the intersection of 6G and AI as a transformative force for mobile terminals [1][4] Industry Developments - The IMT-2030 (6G) Promotion Group announced enhancements to the capabilities of public R&D facilities for 6G, indicating a critical phase of technological breakthroughs and standard research [3][6] - AI smartphones and intelligent devices are projected to be the main development directions for 6G, with AI smartphones expected to replace traditional smartphones [4][5] Market Trends - The global average smartphone replacement cycle is projected to be 51 months in 2024, with China expected to see a cycle of 44 months in 2025, reflecting a nearly 40% increase in duration since 2020 [3][4] - The consumer market is anticipated to remain the dominant business sector for 6G, necessitating new terminals and application services [4][5] Technological Innovations - AI smartphones will integrate large models into their operating systems, enhancing user experience through real-time interaction and personalized services [4][5] - The integration of AI and XR in terminals is expected to enhance interaction and immersion, positioning them as significant drivers for 6G [5][6] Future Applications - Nine potential application scenarios for 6G were identified, including holographic entertainment, personalized shopping, smart home management, immersive cloud office, and remote smart healthcare [5][6] - The development of new operating systems for intelligent terminals is anticipated to create new interaction points in the digital world [5][6]

Group 1 - The core prediction is that 6G is expected to be commercially available in China and several other countries by 2030, with global connections projected to exceed 5 billion by 2040 [1] - The theme of the conference was "Intelligent Connection of the World, Building a 6G Technology Innovation Ecosystem," emphasizing the integration of communication, perception, computing, and intelligence technologies [1] - Experts believe that 6G will expand its service targets from people and machines to intelligent entities, aiming for a vision of "ubiquitous intelligence and digital twins" [1] Group 2 - The year 2023 marks the full launch of 6G standardization research, with a focus on accelerating technological innovation and clear industry direction [2] - Terminal innovation is identified as a core aspect of building the 6G ecosystem, with AI smartphones expected to lead the next generation of smartphones, potentially capturing 54% of global smartphone shipments by 2028 [2] - The integration of AI and extended reality (XR) is anticipated to drive 6G development, shifting user experiences from "watching videos" to "entering videos" [2] Group 3 - Spectrum resources are deemed the foundation for 6G development, with a significant increase in demand for spectrum in core cities expected over the next five years [3] - The GSMA advocates a "two-step" strategy for 6G, focusing first on maximizing 5G potential before leveraging innovations like AI-native networks and non-terrestrial networks [3] - China has established over 300 key 6G technology reserves and is developing a three-pronged R&D system to support technological breakthroughs and testing [3] Group 4 - As of November 2025, China accounts for 40.3% of global 6G patent applications, with Beijing developing a collaborative framework to support 6G innovation and commercial deployment [4] - The conference was co-hosted by the China Academy of Information and Communications Technology and the IMT-2030 (6G) Promotion Group, with support from local government bodies [4]