一位远在欧洲的消费者，只需通过手机输入他的需求：墨绿色玻璃门体、母婴保鲜模块、60cm嵌入式尺寸，点击"确认"的瞬 间，需求数据就会经5G网络直达我国制造企业工业互联网平台，端到端延时小于20毫秒。 央视网消息：信息互联，是供应链"提质升级"的关键引擎。目前，我国已建成全球技术领先、规模最大的信息通信网络，工业 互联网实现41个工业大类全覆盖。人工智能、大模型技术持续突破，让中国制造向"数据驱动""智能决策"不断迈进。 制造效率跃升背后，离不开以算力为核心的数字基础设施支撑。2022年，我国正式启动"东数西算"工程，在京津冀、长三角、 贵州、甘肃等地布局八大枢纽节点，规划十个国家数据中心集群。截至2025年一季度，"东数西算"八大枢纽节点算力总规模达每秒 215.5百亿亿次浮点运算，其中智能算力占比80.8%。 以448.6万个5G基站为信息动脉，1亿台接入工业设备为感知末梢，让不同精度的算力可以"适配"多样化的应用场景。目前我国 已建成3万余家基础级智能工厂、1200余家先进级智能工厂、230余家卓越级智能工厂，覆盖超过80%的制造业行业大类。 算力织网，数实融合。"信息链"加速度，上下游高效互通，提质升级 ...

Group 1: JD Group's Business Model and Strategy - JD Group aims to create a business model distinct from Meituan, focusing on high-quality and safe food for consumers [1][9] - The emphasis is on leveraging the fresh supply chain behind food delivery to generate profits, rather than relying solely on meal orders [9] - The core challenge lies in balancing cost efficiency through technology with the need to enhance rider welfare, testing the company's commitment to social responsibility and commercial efficiency [1] Group 2: Competition Landscape - Future competition will focus on JD's ability to implement a "30-minute delivery" capability for fresh supply chains in the restaurant delivery sector [1] - Meituan faces the challenge of balancing merchant ecosystem health with profitability pressures while countering JD's combination of quality and low prices [1] Group 3: Performance Metrics - JD's "618" sales event saw a user count increase of over 100% year-on-year, with total orders exceeding 2.2 billion [5] - The performance in categories like 3C and home appliances remains strong, with significant growth in high-margin categories such as fashion and beauty [5] Group 4: Technological Innovations - JD's focus on supply chain efficiency aims to redefine the delivery ecosystem in the competitive instant retail market [9]

当前，随着AI应用带来的业务转型。针对关键任务网络或特定细分垂直领域定制产品，还是构建边缘 计算与AI协同的解决方案——已成为企业保持持续成功的关键要素。 5月29日，爱立信Imagine Live全球路演中国站于北京启动。表明爱立信仍在中国市场加大与中国运营商 和产业合作伙伴间的创新合作。 爱立信全球网络业务战略负责人 Hans Hammar在采访中表示："中国市场堪称全球最具潜力的市场之 一，因其具备许多核心优势，尤其是在5G能力方面——中国的5G独立组网（5G SA）和5G Advanced部 署已十分发达且稳健。但与此同时，中国市场面临关键挑战：变现能力、用户价值（ARPU值）非常 低，许多商业软件未能充分释放市场价值，尤其是数据增长带来的潜在价值没有办法被获取和捕捉。" 作者 沈建缘 对于中国运营商来说，实现基于性能与差异化需求的新的商业模式，需应对两大挑战：一是通过可编程 网络确保性能提供；二是为市场提供相应的激励机制——让用户在支付更高费用时，切实感知性能提 升。 Hans Hammar认为，在当前经济环境下，爱立信在中国市场有很多机会。"我们的应对策略包括：一方 面以先进技术赋能，另一方面引入 ...

公司近一年市场表现 | 市场数据：2025 年 | 月 5 | 日 20 | | | --- | --- | --- | --- | | 收盘价（元）： | | | 21.27 | | 总股本（亿股）： | | | 6.28 | | 流通股本（亿股）： | | | 6.28 | | 流通市值（亿元）： | | | 133.57 | | 基础数据：2025 年 3 月 | 31 日 | | --- | --- | | 每股净资产（元）： | 3.86 | | 每股资本公积（元）： | 2.06 | | 每股未分配利润（元）： | 0.56 | | 资料来源：最闻 | | 高宇洋 执业登记编码：S0760523050002 执业登记编码：S0760523120001 邮箱：zhangtian@sxzq.com 赵天宇 执业登记编码：S0760524060001 邮箱：zhaotianyu@sxzq.com 其他军工Ⅲ 上海瀚讯（300762.SZ） 买入-B(维持) 2024 卫星业务收入超 1.5 亿，2025 G60 星链发射数量大幅增 事件描述： 2025 年 5 月 21 日 公司研究/公司快报 上海瀚讯 ...

当全球工业智能化浪潮奔涌而至，中国矿山行业正以无人驾驶技术为核心引擎，加速驶向"绿色化、智能化、安全化"的新蓝海。 在装备层面，宇通新能源无人驾驶矿卡，采用宇通无人驾驶线控底盘解决方案，搭载适用于矿山场景的无人驾驶系统，实现智能充电、7*24小时常态化 无人作业，车辆出勤率超过95%，使运输整体的高安全性和稳定性得到保障，从而助力矿山智慧化、高效运营。在基建层面，中国移动构建的100%覆盖5G 专网，为无人驾驶系统提供了低时延、高可靠的通信保障，成为连接"人-车-矿"的数字神经。 从效率革命到生态革新 从运营数据看，项目投运后，无人驾驶效率满足生产运营需求，矿区已累计节省碳排放约1500吨，经济效益与环保效益双赢，为行业树立绿色智能转型 的典范。人工成本显著降低，作业效率提升，运输环节实现零事故，通过智能充电、能量回收等技术，单车年能耗成本下降。这些成绩的背后，是矿山行业 从劳动密集型向技术密集型的质变。 更深层的变革发生在产业生态层面，传统矿山人车共存模式下的安全隐患被彻底消除，本质安全水平跃升；全流程智能化改造推动管理效率提升，例如 通过数据中台实现设备状态实时监控，绿色化转型与智能化升级形成协同效应。 ...

在创新应用领域，5G与人工智能、数字孪生等技术的融合催生出新业态。某汽车工厂构建的5G全连接工厂，通过部署3000余个5G终端节点，实现冲压、焊 接、涂装、总装四大工艺的智能协同。在焊接环节，5G+机器视觉系统可实时检测0.1毫米级焊缝缺陷，检测准确率达99.99%；在总装车间，5G+AGV系统 根据订单动态调整装配路径，使定制化车型生产周期缩短30%。这种"需求感知-智能决策-柔性生产"的闭环体系，使企业订单交付周期从45天压缩至18天， 市场响应速度提升150%。 尽管取得显著成效，但5G+工业互联网的规模化应用仍面临挑战。网络建设成本方面，工业级5G模组价格虽较商用初期下降90%，但单套设备改造成本仍达 数十万元；标准体系方面，不同行业对网络时延、可靠性要求差异显著，需建立分业分级的技术规范；安全防护方面，工业控制系统与开放网络的深度融 合，对数据加密、访问控制等提出更高要求。这些问题的解决，需要政府、企业、科研机构协同创新，在试点示范、标准制定、生态构建等方面持续发力。 随着全球制造业向智能化、柔性化方向加速演进，5G技术与工业互联网的深度融合正成为推动产业变革的核心引擎。中国作为全球制造业规模最大的 ...

Core Viewpoint - The construction of Digital China is a key force in achieving the great rejuvenation of the Chinese nation, with the "Artificial Intelligence +" strategy being steadily implemented and initiatives like Hunan's "Intelligent Empowerment of Ten Thousand Enterprises" in full swing [1]. Group 1: 5G and AI Integration - Hunan Unicom has actively responded to the call of the times, taking on the responsibility of being a main force in the construction of Digital China, with its 5G private network helping SANY Heavy Truck's factory to be recognized as a "5G + Industrial Internet" demonstration factory in Hunan [3][15]. - The integration of 5G private networks and AI has unlocked new achievements in factory manufacturing, enabling various industrial applications such as production traceability, intelligent logistics, equipment collaborative operations, and production efficiency management [6][3]. - The SANY Heavy Truck production facility utilizes 500 5G AGV (Automated Guided Vehicle) trucks, which can autonomously deliver over 100,000 components daily, significantly improving production efficiency [9]. Group 2: Smart Manufacturing Innovations - The welding workshop at SANY Heavy Truck can now weld a cab in just 153 seconds, thanks to AI technology that analyzes data and predicts equipment failures, thus reducing maintenance costs and ensuring production continuity [9][11]. - The unmanned spraying process in the factory exemplifies the deep integration of data and AI, allowing for real-time monitoring of emissions and optimizing energy use, contributing to green and low-carbon production [11]. - The AI Data Center at SANY Heavy Truck plays a crucial role in efficiently mining and analyzing vast amounts of data, enabling data-driven decision-making and creating a more efficient, intelligent, and sustainable manufacturing ecosystem [13]. Group 3: Broader Industry Impact - Hunan Unicom's "cloud-network-edge-end-industry" model has created a ubiquitous and intelligent 5G digital smart factory for SANY Heavy Truck, promoting high-quality development and helping the company reduce costs and increase efficiency [15]. - The equipment manufacturing sector is just one example of Hunan Unicom's empowerment across various industries, including electronics, chemicals, fast-moving consumer goods, and mining, providing tailored digital smart workshop solutions [15]. - Hunan Unicom plans to continue promoting the "Intelligent Empowerment of Ten Thousand Enterprises" initiative, leveraging digital technology to assist Hunan enterprises in achieving high-quality development in the digital economy era [16].

Group 1 - The core viewpoint emphasizes the importance of health as a key indicator of happiness and the collective pursuit of health by the public, highlighting the role of medical reform in building a healthy China [1] - Shandong Mobile is actively responding to the national "Healthy China" strategy by leveraging its technological advantages in "connectivity + computing power + capabilities" to promote the digital transformation of the healthcare industry [1] - The company is integrating technologies such as 5G, AI, and big data into medical services, enhancing the level of medical service guarantee for residents and establishing new healthcare service models [1] Group 2 - Shandong Mobile is providing intelligent solutions for the digital upgrade of the healthcare sector in Weifang, aiming for comprehensive data interconnectivity and business penetration [2] - The initiative includes the construction of a "three vertical and three horizontal" intelligent collaborative system, which connects health management institutions, medical institutions, and patients, and covers various business modules [2] - The project aims to achieve comprehensive digital empowerment of the Weifang healthcare industry through a dedicated health network, cloud services, and a platform for resource integration [2] Group 3 - The company has developed a cloud-based smart medical system for the Rizhao Central Hospital, covering the entire process of diagnosis, management, and service [4] - AI-assisted diagnostic systems and smart medical record management platforms are implemented to enhance the efficiency of healthcare delivery [4] - The introduction of an online hospital platform allows patients to complete various procedures via mobile devices, significantly reducing waiting times [4] Group 4 - Shandong Mobile has established a comprehensive health information platform in Tengzhou, integrating diagnostic data from various medical institutions for unified management and sharing [6] - The platform utilizes big data analytics to monitor residents' health status and provide early warnings for potential health risks [6] - It enhances collaboration among healthcare providers, improving resource utilization and supporting public health emergency responses [6] Group 5 - The company is leveraging 5G technology to build digital hospitals, enhancing the quality and efficiency of medical services [8] - A dedicated 5G network has been constructed for the Qilu Hospital of Shandong University, ensuring stable and secure data transmission for remote medical applications [8] - Real-time transmission of vital signs data in emergency scenarios allows for timely preparation by medical staff before patient arrival [9] Group 6 - Shandong Mobile plans to deepen cooperation with medical institutions, focusing on the foundational technologies of 5G, AI, and computing power to advance the digital transformation of the healthcare sector [11] - The goal is to contribute to the establishment of a more efficient, intelligent, and convenient healthcare service system, supporting sustainable development in the healthcare industry [11]