Group 1: Domestic News - Shanghai is enhancing research and development in key technologies such as artificial intelligence and 6G to promote industrial intelligence [2] - Fujian Province has released a long-term plan for hydrogen energy development, aiming to establish 50 hydrogen stations and produce 6,000 fuel cell vehicles annually by 2025 [3] - Shenzhen's old-for-new policy has led to over 70,000 car sales, generating sales revenue of 17.6 billion yuan [4] - The promotion of fuel cell vehicles in China is expanding, with a cumulative total of over 28,000 vehicles expected by the end of 2024 [5] - Leapmotor has announced that its cumulative delivery volume has surpassed 800,000 vehicles, with several models currently available [12] - The ZunJie S800 has entered mass production, achieving over 5,000 pre-orders within 19 days of its launch [13] - Huawei's rotating chairman stated that the proportion of 5G-connected vehicles in China's passenger car sales is expected to rise to 95% by 2030 [14] - A new mining company has been established with a registered capital of 500 million yuan, co-owned by Ningde Times and Sichuan Tianqi Lithium [15] Group 2: International News - Volkswagen Group's subsidiary MOIA has launched its first mass-produced fully autonomous vehicle, ID. Buzz AD, with plans for large-scale deployment in Europe and the U.S. starting in 2026 [6] - Volvo Group and Daimler Truck have officially formed a joint venture, Coretura AB, to revolutionize the commercial vehicle industry through a new software-defined vehicle platform [7] - Mitsubishi Motors announced an average price increase of 2.1% for its vehicles sold in the U.S. market [8] - Tesla plans to suspend production at its Texas factory for the second time in two months, affecting the production of Model Y and Cybertruck [9] - The Chinese ambassador to the U.S. met with the CEO of Aptiv to discuss global economic and Sino-U.S. trade relations [10] - Dongfeng Motor Group's former deputy general manager is under investigation for serious violations of discipline and law [11]

Core Viewpoint - Huawei's Vice Chairman Xu Zhijun emphasizes the need for telecom operators to identify growth opportunities and paths in a changing environment, proposing four key growth strategies to help operators overcome growth bottlenecks [2]. Group 1: Growth Opportunities - In mature telecom markets, changes are constant, and operators should focus on capturing growth opportunities by understanding end-user demands and optimizing network services [3]. - The global delivery rider population is projected to grow from 30 million in 2020 to 70 million by 2024, and is expected to reach 160 million by 2030, representing 5% of the global workforce. This group has an average monthly call time (MOU) four times that of regular users and consumes twice the data, with an average revenue per user (ARPU) 1.6 times higher [3]. - The live streaming industry is also experiencing significant growth, with the number of streamers expected to rise from 10 million in 2022 to 50 million by 2024, and 130 million by 2030, accounting for 4% of the global workforce. Live streaming users have a monthly data usage five times that of regular users, with an average monthly consumption of 100GB in China [3]. Group 2: New Business Scenarios - Emerging scenarios such as esports, smart glasses, and high-speed rail office setups exhibit demand characteristics that present significant growth opportunities for operators [4]. Group 3: Video Consumption Potential - Short videos account for approximately 50% of global mobile traffic, yet the supply and consumption of high-definition (HD) video remain unresolved. The potential for HD video consumption is substantial, as 1080P video can increase traffic by five times compared to 360P [6]. - Current HD video consumption in typical Chinese cities is only 22% for 1080P and above, indicating a significant gap. To stimulate HD video consumption, operators should adjust internet bandwidth pricing and encourage content providers to increase HD offerings [6]. Group 4: Smart Connected Vehicles - By 2025, 30% of passenger cars in China are expected to feature 5G connectivity, increasing to 95% by 2030. The industry must seize this growth opportunity despite challenges such as high 5G IPR costs and T-Box sensitivity [8]. - Xu suggests that the GSMA should help control 5G IPR costs for vehicles and emphasizes the need for healthy competition among operators to avoid price wars [8]. Group 5: FTTR Technology - FTTR technology is projected to reach 75 million users in China by 2025, while only about 500,000 users are expected outside China, indicating significant growth potential [10]. - FTTR can address the urgent demand for high-speed, stable, and low-latency networks among over 500 million individual businesses globally, creating new growth opportunities for operators [10].

Core Insights - The GSMA 2025 MWC Shanghai focuses on four key themes: 5G integration, AI+, industry interconnectivity, and empowerment interconnectivity [1] Group 1: Market Dynamics - The telecom market has entered a mature phase, but it is experiencing a critical period of demand transformation and technological iteration [3] - Identifying growth opportunities from changing user demands is essential for the industry [3] Group 2: User Demand Insights - The number of global delivery riders is projected to increase from approximately 30 million in 2020 to 70 million by 2024, and is expected to reach 160 million by 2030, representing 5% of the global workforce [3] - Delivery riders exhibit a Monthly Average Usage (MOU) ten times that of average users, and their Daily Average Usage (DOU) is twice that of ordinary users, making them a high-value user group for telecom operators [3] - The global number of streamers is expected to grow from about 10 million in 2022 to 130 million by 2030, accounting for 4% of the global workforce [3] Group 3: Video Ecosystem Development - High-definition video is valuable for enhancing consumer experience and increasing operator traffic, yet only 22% of mobile video traffic currently consists of 1080P or higher resolution [4] - Collaboration across the entire value chain, including operators, OTT content providers, and device manufacturers, is necessary to unlock the potential of high-definition video traffic [4] Group 4: Smart Connected Vehicles - By 2025, it is projected that 30% of passenger cars sold in China will feature 5G connectivity, increasing to 95% between 2026 and 2030 [6] - The automotive sector's reliance on autonomous perception and decision-making necessitates independent connectivity for both the cabin and the vehicle [6] - Challenges such as 5G IPR issues and varying user experiences need to be addressed collaboratively within the mobile communications industry [6] Group 5: Empowering Small Businesses - The digitalization and smart transformation of 500 million individual businesses create new demands for broadband networks [6] - The FTTR (Fiber to the Room) solution can provide comprehensive coverage and improve network quality for small businesses, facilitating their digital upgrades [6]

Group 1 - The core viewpoint of the article emphasizes that the telecom market, while entering a mature phase, is not stagnant but is experiencing a critical period of demand transformation and technological iteration [1] - The industry needs to return to a focus on "growth" by accurately identifying the differentiated needs of emerging user groups, the diversification of terminal forms, and the dynamic migration of user behaviors to uncover growth opportunities [1] - New user groups, new terminal applications, and new user behaviors are creating entirely new demand characteristics, with examples such as the rapidly expanding delivery and live streaming industries [1] Group 2 - The global delivery rider population is expected to reach 160 million by 2030, representing high-value users for operators with an ARPU 1.6 times that of ordinary users [1] - The professional live streamer group is projected to reach 130 million by 2030, with an ARPU four times that of ordinary users [1] - There is a significant gap between current consumption levels and potential in the high-definition video market, with only 22% of mobile video traffic being 1080P or higher [1] Group 3 - In the development of smart connected vehicles, it is predicted that by 2025, the penetration rate of 5G vehicle networking in China's passenger car sales will reach 30%, gradually increasing to 95% from 2026 to 2030 [2] - Current challenges in 5G vehicle networking include issues related to 5G intellectual property rights, intense price competition, and inconsistent user experiences [2] - The company calls for collaborative efforts within the mobile communications industry, under the GSMA organization, to address 5G IPR issues, with Huawei expressing its willingness to fully support these initiatives [2]

Core Viewpoint - The telecommunications industry is in a mature phase but is not stagnant, facing profound transformation driven by evolving user demands and technological advancements [1][3]. Industry Trends - The global telecommunications industry is experiencing slowed growth, with operators facing challenges such as user growth stagnation and declining ARPU (Average Revenue Per User) [3]. - The focus is on unlocking the commercial value of network capabilities as 5G deployment nears completion [3]. Emerging User Demands - New user groups, such as delivery riders, streamers, and esports players, are emerging with a strong demand for high-quality, low-latency, and customized connectivity services [3][5]. - These groups are becoming significant factors influencing the distribution of communication resources [3]. Smart Connected Vehicles - The development of smart connected vehicles emphasizes that autonomous driving should not solely rely on network connectivity; vehicles must possess independent perception and decision-making capabilities [3][5]. - While network connectivity can enhance auxiliary functions and information sharing, local intelligent systems' independence and security must be prioritized during critical driving operations [3][5]. Design Recommendations - The design of in-vehicle connectivity should separate cabin and vehicle connectivity needs, with cabin connections following a B2C model and vehicle T-BOX connections adhering to a B2B model [5]. - This "mutually independent, individually connected" design approach aims to enhance overall vehicle communication security and commercial efficiency [5]. Future Industry Trends - Four core trends for the industry's future were identified: 1. Understanding changes and capturing growth-oriented demands to drive growth 2. Utilizing systems engineering to stimulate high-definition video traffic supply and consumption, connecting every vehicle with 5G 3. Connecting all individual businesses through FTTR to seize opportunities in intelligent development [5]. - These trends are seen as critical pathways for operators to achieve business breakthroughs and sustained growth [5].

Core Insights - Huawei's rotating chairman Xu Zhijun stated that by 2025, 30% of China's passenger car sales will be 5G connected vehicles, with this figure expected to rise to 95% between 2026 and 2030, indicating a significant growth opportunity in the smart connected vehicle sector [1] Industry Trends - The automotive industry must focus on autonomous perception and decision-making in the context of self-driving, emphasizing the need for vehicles to operate independently of network reliance [1] - Both the vehicle cabin and the entire vehicle require network connectivity, but they have different demands and business models, suggesting a need for independent yet interconnected systems [1] Challenges - The current 5G connected vehicle market faces challenges such as 5G IP rights issues, intense price competition affecting attractiveness, and varying user experiences [1] - The resolution of 5G IP rights issues requires collaborative efforts from the mobile communications industry [1]