2025年是个关键年份，"十四五"规划即将圆满收官。"十四五"这5年，我国高新技术产业规模不断壮 大，规上高技术制造业增加值较"十三五"末增长42%；"三新"经济增加值占GDP的比重达18%；人工智 能、生物科技等前沿领域正在形成新的经济增长点……用科技创新点亮新质生产力版图，我们交出了一 张亮丽的成绩单。 我国持续深化科技和产业融合创新，在新一代信息技术、新能源等领域取得了重大技术突破，引领新兴 产业蓬勃发展。 在信息领域，5G基站已经建了约460万个，技术和用户量都是全球第一。各行各业都搭上了数字化快 车，重点工业互联网平台设备连接数超1亿台（套）。 新能源领域更是捷报频传：光伏晶硅电池效率屡破世界纪录，风电、光伏新增装机连续4年突破1亿千 瓦。全国新能源汽车累计销售突破4000万辆，产销量连续10年保持全球第一，2024年我国新能源汽车产 销量约是2020年的9.5倍。 科技创新给传统产业"换新装"。 我国加快高端装备、先进制造等领域关键技术攻关，推动传统产业向高端化、智能化、绿色化转型，实 现提质增效。 高端装备方面，"京华号"超大直径盾构机已经成功应用，它直径超过16米，突破了单月掘进542米的新 ...

2025年是个关键年份，"十四五"规划即将圆满收官。"十四五"这5年，我国高新技术产业规模不断壮 大，规上高技术制造业增加值较"十三五"末增长42%；"三新"经济增加值占GDP的比重达18%；人工智 能、生物科技等前沿领域正在形成新的经济增长点……用科技创新点亮新质生产力版图，我们交出了一 张亮丽的成绩单。 科技创新给传统产业"换新装"。 我国加快高端装备、先进制造等领域关键技术攻关，推动传统产业向高端化、智能化、绿色化转型，实 现提质增效。 高端装备方面，"京华号"超大直径盾构机已经成功应用，它直径超过16米，突破了单月掘进542米的新 纪录。更厉害的是，它经过的地方，地面建筑无扰动！还有"梦想"号大洋钻探船，是我国自主设计建造 的首艘大洋钻探船，钻探深度可达11000米，技术全球领先。 展望即将到来的"十五五"，科技创新这把"火"必将越烧越旺！我们要继续让科技创新和产业创新深度融 合，加快形成新质生产力，为高质量发展注入源源不断的强劲动力。 在信息领域，5G基站已经建了约460万个，技术和用户量都是全球第一。各行各业都搭上了数字化快 车，重点工业互联网平台设备连接数超1亿台（套）。 新能源领域更是捷报频传 ...

创新动力，助力我国建成3万余家基础级智能工厂、230余家卓越级智能工厂，80%以上制造业大类实现 智能化改造，为制造大国迈向制造强国注入强劲动能。 技术演进也推动了价值链攀升。"十四五"时期，我国信息通信业完成了从价值链下游到上游的跃升。一 方面，产业链向上延伸，摆脱此前局限于下游低附加值环节的局面，形成从标准制定、核心器件研发、 设备制造到应用落地的完整生态，产业价值占比显著提升；另一方面，行业价值也发生了根本改变，从 主要依赖基础通信服务如话费、流量费等，转向依托技术优势为上游赋能转型，通过5G与实体经济融 合创造出远超传统业务的增量价值。 信息通信业领跑，我国数字经济得以在全球居于领先地位。全球规模最大、覆盖最广的数字基础设施体 系，为数字经济筑牢底座，让数据要素突破地域与场景限制高效流动，吸引全球数字领域创新企业与人 才落地。信息通信技术突破持续激活新型数字消费场景，不断拓展数字消费边界，拉动数字经济增长。 数字技术与传统产业深度融合，还催生出一批跨领域、跨行业的数字平台，整合起产业链上下游资源， 进一步强化我国在全球数字产业链中的核心地位。 通信技术的每一次进步，都深刻影响着中国制造竞争力。1G、2 ...

工业和信息化部最新数据显示，截至今年8月末，我国5G基站总数达464.6万个。而在2020年底，这个数 量仅为71.8万个。这一增长速度创造了全球通信基础设施建设的纪录——相当于近5年间平均每年新增 近80万个5G基站，直观展现了"十四五"期间我国信息通信业的跨越式发展。 我国信息通信业多年来创造了许多奇迹。业界流传着一句话，1G空白、2G跟随、3G突破、4G并跑、 5G领跑，精准描绘出我国通信技术从无到有、由弱变强的完整路径。"十四五"期间，我国建成全球技 术最先进、规模最大的信息通信网络，5G基站总数占全球总量超60%。信息通信网络服务从能用转向 好用，实现"县县通千兆、乡乡通5G、村村通宽带"，数字鸿沟加速弥合，网络发展成果惠及全民。举 个直观的例子，"十四五"前，家庭宽带带宽多在百兆，在线网课卡顿、4K电影缓冲是常有的事。如 今，家庭户均接入带宽为500兆，下载一部高清电影仅需几分钟。 技术话语权实现逆袭。从参与标准制定到主导标准制定，我国5G标准必要专利全球占比超40%，5G— A、6G等关键技术研发处于全球第一阵营。芯片、操作系统等关键领域取得创新突破，技术攻坚实现全 链条突围。在6G赛道提前布局 ...

那么，安第斯共同体到底是什么？中国加入后又能获得哪些实实在在的好处呢？ 当地时间9月30日，第31次安第斯共同体外长理事会在哥伦比亚首都波哥大召开。会上，一致通过决议，正式接纳中国成为安第斯共同体的观察员国。 简单来说，安第斯共同体（简称"安共体"）就是南美洲的一个区域经济合作组织，可以理解为四个国家组的"经济合作群聊"。它由哥伦比亚、秘鲁、厄瓜多 尔和玻利维亚组成，总部设在秘鲁首都利马。这个组织的核心目标，是通过抱团卖资源来获得更大利益。比如，秘鲁的铜矿、玻利维亚的锂矿都很有名。 2018年，安共体的出口额就达到1200亿美元，可见潜力不小。 那中国当"观察员"，到底图什么？ 总体来看，中国成为安共体的观察员，不仅能在资源和基建上获益，还能在数字经济、国际治理等层面拓展合作空间。这不仅是中拉关系的新突破，也让中 国在全球经济合作中进一步稳固了自己的位置。 数字化合作也是一大亮点。安共体正推进"数字安第斯"计划，但缺乏技术和资金。中国在5G、跨境电商、云计算等方面经验丰富，完全可以提供帮助。未 来，中国企业可以帮他们建设5G基站、搭建电商平台，甚至推动数字人民币落地，让当地民众直接用手机购买中国商品，实现互利 ...

Group 1 - 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] - The Ministry of Industry and Information Technology (MIIT) emphasizes four upgrades in the new information infrastructure: comprehensive coverage and leading performance, integration of computing and networking, resource sharing and green energy efficiency, and urban-rural integration [1] - The MIIT is focusing on strengthening core technologies, enhancing industrial chain resilience and security, and achieving breakthroughs in key technology areas, with significant progress in the 5G industry chain [1] Group 2 - Emerging fields such as artificial intelligence and satellite internet are accelerating, with rapid development of open-source models like DeepSeek and the establishment of satellite constellations [2] - Major Chinese telecom companies, including China Mobile, China Telecom, and China Unicom, rank 1st, 7th, and 8th globally among operators, while several device manufacturers like Huawei have become global leaders [2] - The information and communication industry is characterized by high R&D investment, advanced technology, and strong innovation, playing a crucial role in supporting new industrialization and the integration of the real economy with the digital economy [2] Group 3 - The MIIT will continue to promote network construction and upgrades, enhance 5G and gigabit optical network coverage, and accelerate the deployment of 5G-A and ten-gigabit optical networks [3] - The MIIT aims to implement large-scale applications of 5G through various action plans, promoting collaboration between the information communication industry and artificial intelligence [3] - The MIIT is committed to accelerating the deployment of 5G-A products and advancing 6G technology research, while fostering an application ecosystem for 6G [3]

这场中美关税拉锯，从2018年头一炮打响，到2025年特朗普二度上台接着加码，步步走得急，闹得全球供应链都跟着晃荡。起初是特朗普签那道行政令，对 中国钢铝产品甩上25%和10%的关税，中国这边也没闲着，立马对美国128项产品回敬等额措施。 接着2018年7月，美国对340亿中国货加25%，中国对等反制；9月又来2000亿的10%，中国跟进600亿。2019年5月，美国把那2000亿从10%提到25%，中国加 600亿到5%-25%不等。8月美国再推3000亿的10%，中国对750亿美国货加5%-10%。这来来回回，关税清单像滚雪球，越滚越大。 到了2020年1月，第一阶段协议签了，中国承诺多买2000亿美国货，包括农产和能源，可执行起来磕磕绊绊。拜登接棒后，没松口，2022年5月审了301条 款，继续维持。 2023年8月，美国商务部对华为等加强出口管制，2024年5月14日拜登签令，对中国电动车加100%，半导体电池到50%。 特朗普2024年底胜选，2025年1月20日就职，2月1日三道行政令，对中墨加加10%，2月4日对中国10%生效。2月27日帖文宣布再加10%，3月3日行政令累计 20%。4月2日总 ...

Core Insights - The Ministry of Industry and Information Technology reported on the economic operation of the telecommunications industry for the first eight months of 2025, highlighting steady progress in 5G network construction [1] Group 1 - As of the end of August, the total number of 5G base stations reached 4.646 million, an increase of 395,000 from the end of the previous year [1] - 5G base stations now account for 36.3% of the total mobile base stations, with a 0.3 percentage point increase compared to the first seven months of the year [1]

Group 1 - China's total R&D personnel ranks first in the world, with total R&D investment expected to exceed 3.6 trillion yuan in 2024, a 48% increase from 2020, and R&D intensity reaching 2.68%, surpassing the EU average [5][9] - Basic research funding has reached 249.7 billion yuan, growing over 70% since 2020, with significant achievements in quantum technology, life sciences, material sciences, and space sciences [6][9] - The national comprehensive innovation capability has improved, moving from 14th place in 2020 to 10th place in 2024, reflecting accelerated integration of technological and industrial innovation [9] Group 2 - The construction of the national laboratory system is progressing steadily, with national research institutions and high-level research universities enhancing their research capabilities [7] - Major innovation clusters are emerging in regions such as Beijing, Shanghai, and the Guangdong-Hong Kong-Macao Greater Bay Area, with Shenzhen-Hong Kong-Guangzhou ranking first in the global innovation cluster list [8] Group 3 - China has built approximately 4.6 million 5G base stations, maintaining a global lead in technology and user numbers, facilitating digital upgrades across various industries [13] - The country has achieved the highest global sales of new energy vehicles for ten consecutive years, with total sales surpassing 40 million units [14] Group 4 - In the field of artificial intelligence, multiple general models have emerged that reach international advanced levels, with some achieving accuracy rates exceeding 95% [15] - The domestic brain-computer interface technology has shown significant advancements, helping patients with paralysis to stand and walk, and has been commercially implemented in 400 hospitals across eight countries [17] Group 5 - The total data volume of 20 national scientific data centers has increased fivefold compared to the end of the 13th Five-Year Plan, exceeding 270 petabytes [19] - A total of 147,000 high-value research instruments are now managed on a national network platform, available for public sharing [21]

Core Insights - The Chinese government is focusing on strengthening key core technology breakthroughs and their application during the 14th Five-Year Plan period, aiming to lead the development of new productivity through technological innovation [1] Group 1: Empowering Traditional Industries - China is accelerating key technology breakthroughs in high-end equipment and advanced manufacturing, promoting the transformation of traditional industries towards high-end, intelligent, and green development [3] - The "Jinghua" 16.07-meter ultra-large diameter shield machine has set a new record by tunneling 542 meters in a single month and has been successfully applied in projects without disturbing surface buildings [3] - The domestically designed and built "Dream" deep-sea drilling vessel has been officially commissioned, featuring an internationally leading drilling system with a maximum drilling depth of 11,000 meters [3] - The number of "lighthouse factories" in China, which utilize AI, IoT, and big data technologies, ranks first globally, accounting for over 40% of the total [3] - A large-scale application of a leading international large-scale open-pit mining robot transportation and unloading system has been achieved, with a total of 3,000 units deployed across individual mines [3] Group 2: Supporting Emerging Industries - China is deepening the integration of technology and industry innovation, achieving significant breakthroughs in new-generation information technology and renewable energy [4] - Approximately 4.6 million 5G base stations have been built in China, maintaining a global lead in technology and user numbers, facilitating digital upgrades across various industries [4] - The country has continuously broken world records for the efficiency of photovoltaic silicon batteries, with new installations of solar and wind power exceeding 100 million kilowatts for four consecutive years [4] - Cumulative sales of new energy vehicles in China have surpassed 40 million, maintaining the world's highest production and sales for ten consecutive years [4] Group 3: Laying the Foundation for Future Industries - China is proactively laying out advanced technologies such as artificial intelligence and brain-computer interfaces to create new advantages [5] - Multiple general-purpose large models in the AI field have emerged domestically, with some achieving accuracy rates exceeding 95%, creating over a hundred benchmark application scenarios [5] - Breakthroughs in humanoid robot technology, including multi-modal perception and brain-cerebellum models, are promoting the accelerated application of humanoid robots in automotive manufacturing, logistics, and power inspection [5] - Brain-computer interface technologies have enabled paraplegic patients to stand and walk, and have restored light perception in blind individuals [5]