新华财经西安8月27日电（记者李唐宁刘旭阳）8月27日，工业和信息化部信息通信发展司副司长孙姬 在"新型工业化媒体调研行"陕西站座谈会上介绍，我国建成5G基站459.8万个，千兆网络能力端口超过 3053万个。新建铁塔共享率达85%。 她表示，近年来我国推动新型信息基础设施建设，主要表现在四个"升级"上。 二是向算网融合、高效敏捷升级。算力基础设施建设有序推进，智能算力规模快速增长，算力资源布局 持续优化，全国一体化算力网络体系加快构建。截至2025年6月底，我国在用算力中心达1085万标准机 架，智能算力规模达788 EFLOPS（FP16半精度）。网络支撑能力持续增强，指导规划建设高速宽带网 络，实现了国家枢纽间传输时延不超过20 ms，集群到周边主要城市传输时延不超过5 ms，区域内算力 节点间时延不超过1 ms。 三是向资源共享、绿色节能升级。新建铁塔共享率达85%，新建5G基站中有95%以上是利用存量站址资 源改造实现的，相当于少建通信铁塔120万座，节约土地6.8万亩；开展5G异网漫游全国商用推广，有效 减少重复投资，提升5G网络整体效能。 四是向城乡一体、内外畅联升级。农村网络方面，得益于电信普 ...

人民财讯8月26日电，记者从湖北省政府新闻办召开的新闻发布会上获悉，湖北数字基础设施建设加 快。今年上半年，全省5G基站总数达17.6万个，每万人拥有5G基站数达30.1个，行政村5G和千兆光网 实现全通达，建成"1-5-7-10"毫秒级低时延骨干网络。建成武汉智算中心、超算中心、十堰武当云谷等 一批重大项目，算力总规模突破1.5万P，其中智能算力占比超七成。"星火.链网"超级节点在全国率先建 成，工业互联网武汉顶级节点标识累计注册量突破280亿个。 ...

萨克斯多次批评美国的政策愚蠢。2019年，他因公开指责美国在华为问题上的虚伪行为而关闭了自己的推特账号。当时，他指出，美国在华为问题上采用的 霸凌行为，已经让美国的盟友感到不满。2023年，萨克斯在一次访谈中再次表示，美国花费巨资试图围堵中国，最终却只是在自讨苦吃。他强调，中国并不 是威胁，真正的问题是美国的霸权主义。他警告称，亚太地区的军售和导弹部署将引发冲突，核大国的对峙后果将不堪设想。 华为之所以能够捏住美国的"七寸"，是因为美国的供应链高度全球化，很多美国承包商的业务都离不开华为的产品。据统计，华为在全球5G基站市场占据 超过三成的份额，美国军方在海外行动时，几乎绕不开华为的设备。2024年第一季度，华为的净利润暴增了564%，达到了196.5亿元，手机业务也重新夺回 了中国市场的第一的位置。这说明，尽管美国实施了制裁，但华为不仅没有被压垮，反而在自力更生的过程中推出了自主研发的麒麟芯片和鸿蒙操作系统。 如今，美国如果想要完全规避华为，不仅成本极高，还会对作战效率造成很大影响。 杰弗里·萨克斯，这位哥伦比亚大学的教授，早在2018年就公开批评美国对华为的打压。他曾发表文章指出，逮捕孟晚舟并非出于国家安 ...

中国现在对锑和镓的管控，不是 "突然发难"，而是吃够了 "被卡脖子" 的亏后，才下的 "护家底" 棋。之 前美国卡中国芯片脖子，从光刻机到高端芯片设计软件，能禁的都禁了，就是想把中国高科技产业摁在 低端。可他们忘了，高端产业是 "双向依赖"—— 你卡我芯片的脖子，我手里攥着你造芯片的 "原料命 门"。不是中国想跟谁对着干，而是不想再像过去那样，把稀缺资源低价卖出去，最后反而被别人用这 些资源造出来的产品 "卡自己脖子"。 提到中国的战略资源，很多人先想到稀土 —— 毕竟这东西是新能源、军工的 "味精"，少了它高端产业 就玩不转。可最近大家发现，中国悄悄给另一类资源上了 "紧箍咒"，比稀土还让西方高科技产业坐不 住：锑和镓。这俩名字听着像 "冷门金属"，却是现代工业的 "隐形骨骼"，没它们，芯片、5G、新能源 汽车这些光鲜的高科技，压根撑不起来。 先搞明白这俩 "宝贝" 到底是干啥的。锑这东西，看着不起眼，却是半导体产业的 "稳定器"—— 芯片里 的晶体管要靠锑来 "掺杂"，调整电流传导的效率，没有高纯度锑，芯片要么跑起来不稳定，要么直接 报废。还有新能源汽车的电池，特别是钠离子电池，锑基电极能大幅提升续航，现 ...

据长江有色金属网 2025 年 8 月 21 日数据，长江现货 1# 白银均价报 9165 元 / 千克，较上一交易日上涨 120 元，创年内新高。与此同时，国际市场同步走 强，7 月 11 日伦敦银现货价格突破 38 美元 / 盎司，创 2012 年以来的 13 年高点。这一轮行情背后，光伏产业需求爆发、美联储降息预期升温及地缘政治避 险需求成为核心驱动力。世界白银协会数据显示，2025 年全球白银工业需求占比预计突破 55%，供需缺口将扩大至 8800 吨，库存降至 10 年新低。 白银供需格局重构：工业需求成为核心引擎 当前白银市场正经历结构性变革，工业需求占比从 2019 年的 52% 升至 2024 年的 58%，预计 2027 年将达 60%，彻底颠覆 "贵金属附属品" 的传统定位。具 体来看： 光伏革命催生白银新蓝海 N 型电池渗透率提升叠加全球光伏装机量激增，2025 年光伏用银量预计达 7560 吨，较 2022 年翻倍。尽管 "少银化" 技术推进（如 OBB 无主栅技术降低 15% 银耗），但 N 型电池 40%-100% 的银耗增量仍主导需求增长。中国作为全球光伏产业核心，2023 年装 ...

Key Points - From July 1 to August 11, the total number of railway passengers exceeded 600 million, reaching 616 million, with a year-on-year increase of 4.0% and an average daily passenger count of 14.675 million [3] - In the first seven months, the express delivery business volume reached 112.05 billion pieces, showing a year-on-year growth of 18.7% [5] - In July, the industrial added value of large-scale enterprises increased by 5.7% year-on-year and 0.38% month-on-month, with the equipment manufacturing sector growing by 8.4% and high-tech manufacturing by 9.3% [8] - The service production index in July grew by 5.8% year-on-year, with significant increases in information transmission, software, IT services (11.9%), finance (8.7%), and leasing and business services (8.0%) [15] - By June 2025, the total number of 5G base stations is expected to increase fivefold compared to 2020, reaching 4.55 million, while the number of broadband users is projected to grow 34 times to 226 million [13] - In the first half of the year, 13.278 million new business entities were established, including 4.62 million new enterprises and 8.629 million new individual businesses [21] - Under the "Two New" policy, from April 2024 to July 2025, the amount spent on machinery and equipment is expected to grow by 7.3%, with sales of household appliances and audiovisual equipment increasing by 44.5% and 22.8% respectively, and new energy vehicle sales rising by 81.7% [23] - Recently, 188 billion yuan in investment subsidies for equipment upgrades has been fully allocated [19]

Core Insights - The Chinese government is focusing on high-quality completion of the "14th Five-Year Plan" with significant achievements in digital infrastructure and the digital economy [1] Digital Infrastructure Development - By June 2025, the number of 5G base stations is expected to increase fivefold compared to 2020, reaching 4.55 million; gigabit broadband users have grown 34 times to 226 million; and China's total computing power ranks second globally [2] - The investment in digital infrastructure is creating substantial market demand, driving the development of the information and communication technology industry chain, including integrated circuits and communication network equipment [3] Data Industry Growth - The data industry in China is projected to reach a scale of 5.86 trillion yuan, a 117% increase from the end of the "13th Five-Year Plan," with over 400,000 data enterprises expected by 2024 [4] - The data industry is evolving from business intelligence to artificial intelligence, with a focus on deep data mining and integration, leading to increased innovation within the industry [4] Regional Development and Cluster Formation - The Yangtze River Delta has developed a multi-layered, full-chain data industry ecosystem, accounting for 22.6% of the national data industry scale by 2024, with over 100,000 data enterprises [5] Digital Services and Public Welfare - The number of internet users in China has reached 1.123 billion, with an internet penetration rate of 79.7%, leading to more accessible digital services for the public [6] - Digital healthcare services have expanded significantly, with over 1 billion annual services provided by internet hospitals and 1.2 billion users of the national medical insurance code [6][7] - The digital education platform in China is the largest globally, and digital social security has reached over 1.07 billion users, covering more than 75% of the population [7]

Macro Highlights - The People's Bank of China will conduct a 500 billion yuan reverse repurchase operation on August 15, 2025, to maintain ample liquidity in the banking system, with a term of 6 months [1] - The National Development and Reform Commission is working on the "14th Five-Year" marine economy development plan, focusing on innovation-driven development and the transformation of traditional marine industries [1] - China's total computing power ranks second globally, with significant advancements in digital infrastructure during the "14th Five-Year" period, including 4.55 million 5G base stations and 226 million gigabit broadband users by June 2025 [1] Company News - Shunhao Co., Ltd. is planning to issue H-shares and list on the Hong Kong Stock Exchange [3] - Chipsea Technology is also planning to issue H-shares and list on the Hong Kong Stock Exchange [3] - Wolong Electric Drive has submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [3] - Changjiang Electric Power has developed a five-year shareholder dividend return plan [4] - Tianpu Co., Ltd.'s actual controller is planning a change in company control, leading to a suspension of trading from August 15 [4] - Cambrian-U has denied rumors regarding large orders for carrier boards from a certain manufacturer [5] - Fenghuo Electronics confirmed that there are no undisclosed significant matters [5] Financial Performance - China Telecom reported a net profit of 23.017 billion yuan for the first half of the year, a year-on-year increase of 5.5%, and plans to distribute a dividend of 1.812 yuan per share (tax included) [6] - Saint Noble Bio achieved a net profit of 88.9567 million yuan in the first half of the year, a year-on-year increase of 308.29% [6] - Dongyangguang reported a net profit of 613 million yuan for the first half of the year, a year-on-year increase of 170.57% [6] - Chuanjinno reported a net profit of 177 million yuan for the first half of the year, a year-on-year increase of 166.51% [6] - Yiyuan Communication's net profit increased by 125.03% year-on-year in the first half of the year, with a proposed dividend of 5.5 yuan per share (tax included) [6] - Taicheng Light reported a net profit of 173 million yuan, a year-on-year increase of 118.02% [6] - Chongqing Beer reported a net profit of 865 million yuan for the first half of the year, a year-on-year decrease of 4.03% [6] - Guoyao Yizhi reported a net profit of 666 million yuan, a year-on-year decrease of 10.43% [6] - Xinwei Communication reported a net profit of 162 million yuan, a year-on-year decrease of 20.18% [6]

Core Viewpoint - The article highlights the significant achievements and developments in China's data industry during the "14th Five-Year Plan" period, emphasizing the acceleration of digital transformation and the establishment of a robust data ecosystem. Group 1: Data Industry Development - The total number of 5G base stations reached 4.55 million, with a total computing power ranking second globally, and the data industry scale reached 5.86 trillion yuan, a 117% increase compared to the end of the "13th Five-Year Plan" [1] - The data industry is becoming a new growth point for the digital economy, with a strong development momentum and large market space [2] - By 2024, the average R&D investment of listed data companies is expected to increase by 79% compared to the end of the "13th Five-Year Plan," with an annual growth rate of 15.7% [2] Group 2: Data Resource Management - Data production volume is projected to reach 41.06 zettabytes by 2024, doubling compared to the end of the "13th Five-Year Plan," with per capita data production 2.2 times higher [4] - The establishment of a data resource management system has been accelerated, with over 87 policies related to public data authorization and operation implemented at provincial and municipal levels [4] Group 3: Application and Innovation - The development of data-driven applications is evident, with over 1.4 million products and services based on meteorological data supporting nearly 130,000 application scenarios [6] - The implementation of smart governance and digital services has improved public service accessibility, with over 1 billion internet hospital services provided and 10.7 billion electronic social security cards issued [7][8] Group 4: Future Directions - The focus will be on enhancing public services, digital life, and social governance through digital transformation and intelligent upgrades, aiming to create more outcomes in digital society construction [8]

Group 1 - The core viewpoint is that during the "14th Five-Year Plan" period, China has made significant progress in digital infrastructure and technology, leading to a strong economic and social development [1][2] - By June 2025, the total number of 5G base stations is expected to reach 4.55 million, and the number of gigabit broadband users is projected to be 226 million [1] - China's computing power ranks second globally, showcasing the country's advancements in digital infrastructure [1] Group 2 - The data industry in China has experienced rapid growth, with the number of data enterprises expected to exceed 400,000 and the industry scale reaching 5.86 trillion yuan by 2024, a 117% increase compared to the end of the "13th Five-Year Plan" [2] - Software revenue is anticipated to grow by 80% compared to 2020, while the added value of the electronic information manufacturing industry is expected to increase by over 70% [2] - The government has implemented a series of policies to promote the market-oriented allocation of data elements, transforming vast data advantages into new national competitive advantages [2]