据日经亚洲、共同社等日媒消息，当地时间12月2日，日本电子元件大厂京瓷透露称，公司已决定放弃 开发5G无线基站，原因是该行业竞争激烈且难以实现盈利。 目前，5G基站业务的全球市场份额有超过70%被中国华为、瑞典爱立信和芬兰诺基亚三家公司占据， 而日本企业的市场份额不足2%。出于其所谓"经济安全"的考虑，日本国内一直有呼声希望增加5G基站 的国产化比例，京瓷也被日本业界寄予厚望。 日经亚洲评价称，此次京瓷放弃开发5G基站，打击了日本在本土生产关键移动通信基础设施的希望。 据悉，京瓷于2023年启动了基站开发工作，并在今年2月宣布目标2027年实现商业化。当时，该企业还 计划开发基于人工智能的5G虚拟化基站。根据其构想，在搭载了NVIDIA数据中心级模块"GH200 Grace Hopper Superchip"的数据中心通用服务器上，部署基站功能，通过AI对整个无线接入网络（RAN）进行 控制。 然而，去年以来，由于经营业绩低迷，京瓷正在推进结构性改革，未来计划把资源集中在电子元件等更 具盈利能力的领域。因此，5G基站业务由于开发支出过高，成为了被重新审视调整的对象。随着开发 支出大幅膨胀，京瓷最终判定该业务无 ...

Core Viewpoint - Wuhan Fangu's stock price increased by 0.45% to 13.41 yuan as of August 15, 2025, with a trading volume of 239 million yuan, indicating heightened market interest in the communication equipment sector [1] Company Overview - Wuhan Fangu specializes in the research and manufacturing of communication equipment, including millimeter-wave technology [1] - The company's total market capitalization is 9.163 billion yuan, with a circulating market value of 6.851 billion yuan [1] Financial Performance - The company has issued a mid-year report forecast for 2025 indicating a decrease in performance, which may impact short-term market performance [1] Sector Activity - The communication equipment sector has shown recent activity, attracting increased market attention [1] Capital Flow - On August 15, 2025, there was a net outflow of 18.48 million yuan in principal funds, with a cumulative net outflow of 141 million yuan over the past five days, indicating a short-term trend of capital outflow [1]