记者从8月27日举行的"新型工业化媒体调研行"陕西站座谈会上获悉，截至目前，我国已部署5G行业虚 拟专网6.4万个，5G工业网关、5G工业路由器等数量超百款；5G标准必要专利声明量全球占比达到 42%，5G-A、6G等关键技术研发、国际标准研制处于全球第一阵营。 （总台记者 温超） 此外，信息通信赋能千行百业持续深化。5G、工业互联网、人工智能、数字孪生等新技术广泛应用于 研发设计环节，推动工业领域创新范式变革、研发效率提升和创新体系重塑。如大飞机、新能源汽车、 高速动车组等重点领域的智能制造示范工厂研制周期平均缩短近30%。目前，5G应用已融入97个国民 经济大类中的86个，案例总数超过13.8万个，加速向生产核心环节延伸。5G工厂平均产能提升19.6%， 运营成本下降14.5%，质量效益大幅提升。 下一步，工业和信息化部将统筹推进信息通信业"建、用、研"，其中将加速推动5G-A产品体系与高品 质网络落地部署，加快推进6G技术研发，并前瞻布局和培育面向6G的应用产业生态。 工业和信息化部信息通信发展司副司长孙姬介绍，近年来我国不断推动新型信息基础设施体系演进升 级，截至今年7月底，建成5G基站459.8万个 ...

人民财讯8月26日电，北京市经济和信息化局、北京市通信管理局印发《北京市"5G+工业互联网"创新 发展实施方案(2025—2027年)》，其中提出，强化技术创新应用。支持头部企业以5G高可靠、低时延、 轻量化、广连接、高速率、通感一体等技术为基础，聚焦工业制造、车联网、医疗健康等重点行业领域 开展技术与产品的应用验证，推动工业5G网络增强特性向实用化演进升级。重点支持工业无线(5G)、 工业以太网(TSN)、边缘计算、信息模型、确定性网络、工业算力、开放自动化、工业数据互操作等技 术在重点行业领域的规模化应用。推进6G在行业场景的预研布局，探索商业化落地路径。 ...

日前，山东省人民政府办公厅印发《关于加快释放数据价值加力推进数字经济高质量发展的实施意见》 (以下简称《实施意见》)，提出以实体经济和数字经济融合发展为重点，全面推动数字经济核心产业提 质、产业数字化转型提级。到2027年，数据要素市场化价值化路径更加成熟，实体经济和数字经济融合 效能全面释放，数字经济核心产业增加值年均增速超过10%，数字经济核心产业增加值占GDP比重稳步 提升。 根据《实施意见》，山东将优化数字基础设施建设布局，筑牢数字经济发展底座。持续推进网络设施建 设。高标准建设青岛国际通信业务出入口局。加快高速数据传输网建设，部署200G/400G超大容量光传 输系统。推动重点场所、行政村、近海重点航路实现5G覆盖。前瞻布局6G、卫星互联网、量子信息等 新型网络设施，推动低空互联网建设。科学布局算力设施建设。加快建设全省一体化算力网络，重点打 造济南、青岛、枣庄3个算力枢纽，推动70%以上新增算力向枢纽集聚。 此外，《实施意见》提出，推进实体经济数智变革，激发传统产业高质量发展活力。加速农业数字化转 型，2025年底前，打造100个以上智慧农场、智慧牧场、智慧渔场等应用场景。加速工业数字化转型。 深 ...

Group 1 - The core viewpoint of the article highlights that Haige Communication (002465.SZ) reported a significant decline in both revenue and net profit for the first half of 2025, indicating challenges in the industry [1] - The company's operating revenue for the first half of 2025 was 2.229 billion yuan, a year-on-year decrease of 13.97% [1] - The net profit attributable to shareholders was 2.5138 million yuan, reflecting a substantial year-on-year decrease of 98.72% [1] Group 2 - The company experienced a net loss of 36.3363 million yuan after excluding non-recurring gains and losses [1] - Basic earnings per share were reported at 0.001 yuan [1] - The decline in revenue and profit was attributed to ongoing adjustments from industry clients and cyclical fluctuations, leading to delays in contract signing [1] Group 3 - Despite the financial challenges, the company continued to invest in research and development across emerging fields such as chips, satellite internet, Beidou, intelligent unmanned systems, low-altitude economy, 6G, robotics, brain-computer interfaces, and smart wearables [1] - The R&D expenditure for the first half of 2025 was 447 million yuan, accounting for 20.05% of the operating revenue [1] - The company is actively expanding its international market presence and exploring opportunities in the civilian market [1]

Group 1: Planning and Strategy - The "15th Five-Year Plan" is crucial for achieving socialist modernization and will focus on enhancing core competitiveness and functionality of state-owned enterprises (SOEs) [1] - The "14th Five-Year Plan" has been successfully implemented, with major indicators such as economic growth and R&D expenditure meeting expectations, and 8 indicators exceeding expectations [2] - The "15th Five-Year Plan" will emphasize the development of new productive forces and the optimization of strategic emerging industries [2] Group 2: Key Industries and Focus Areas - The focus will be on strategic emerging industries, including marine economy, artificial intelligence, new energy and green environmental protection, next-generation information communication, and biomedicine [34] - The marine economy is highlighted as a significant development direction, with policies aimed at enhancing marine technology and optimizing marine economic layout [35] - Artificial intelligence is recognized as a new economic growth engine, with ongoing support for its integration into various sectors [38] Group 3: Implementation and Risks - SOEs are encouraged to enhance five values: value addition, functional value, economic value added, revenue from strategic emerging industries, and brand value [30] - The plan includes a focus on three concentrations of state capital: critical industries related to national security, public services, and strategic emerging industries [30] - Risks include potential delays in policy implementation and changes in the macroeconomic environment [2]

Market Overview - The A-share market is expected to experience fluctuations around the 3600-point level in the short term, with a likely period of consolidation ahead [1][10] - The market sentiment is anticipated to stabilize gradually as self-adjustment occurs and potential positive factors emerge [10][11] - If sustained hot sectors attract capital and trading volume increases, the index may break through the 3600-point barrier, opening new upward space [10][11] Short-term Strategy - Investors are advised to remain rational and avoid blindly following trends, particularly in high-flying sectors [2][11] - It is recommended to selectively reduce positions in sectors that have seen significant gains, such as hydropower and related areas, while looking to invest in technology growth sectors during dips [2][11] Mid-term Outlook - The A-share market is projected to exhibit a "slow bull" pattern driven by favorable tariff negotiations, ongoing policy support, and an overall improvement in liquidity [2][11] - Key areas for mid-term investment include sectors with growth elasticity, such as AI infrastructure, innovative pharmaceuticals, and humanoid robotics, which are driven by both policy and technological advancements [2][11] Sector Performance - The military industry has shown strong performance, with significant gains noted in the aerospace and defense sectors, supported by government policies and geopolitical tensions [6][10] - The pharmaceutical sector is also active, with innovative drugs gaining traction as the environment for commercialization improves [8][10] - Communication sectors, particularly those related to 5G and emerging 6G technologies, are expected to benefit from government initiatives and advancements in technology [9][10]

Core Viewpoint - The 2025 China Internet Conference emphasizes the acceleration of digital and intelligent development, highlighting the importance of smart technology as a core driver for industrial upgrading and the development of new productive forces [1]. Group 1: Policy Guidance - The conference suggests that policy should lead the way in establishing a solid foundation for digital and intelligent development, focusing on areas like artificial intelligence and 6G technology [1]. - It calls for continuous improvement of the policy system and top-level design to attract capital, talent, and technology, aiming to seize technological advantages [1]. - The alignment of strategic layouts with the goals of building a strong network and digital China is essential for finding development opportunities within policy dividends [1]. Group 2: Innovation and Technology - The conference highlights the need for increased R&D investment and the establishment of a collaborative innovation system involving universities and research institutions to overcome technological bottlenecks [2]. - Emphasis is placed on strengthening independent research and addressing critical areas that hinder progress, referred to as "choke points" [2]. - The establishment of a technology ethics framework is necessary to balance innovation vitality with risk prevention, ensuring alignment with national strategies and social ethics [2]. Group 3: Empowerment and Integration - The conference advocates for leveraging digital technology to enhance the deep integration of real and digital sectors, encouraging industries to utilize smart technology for transformation and upgrading [2]. - Focus areas include cloud computing, big data, and artificial intelligence, aimed at optimizing supply chains and enhancing competitiveness [2]. - The goal is to improve production processes, innovate business models, and increase the resilience of industrial chains, leading to quality enhancement and cost reduction [2].

Group 1 - The industrial economy in China is experiencing growth driven by over a hundred AI-enabled devices such as AI smartphones, computers, and glasses [2] - The number of 5G mobile phone users has reached 1.118 billion, with intelligent computing power scaling up to 748 EFLOPS [3] - More than 140,000 specialized and innovative small and medium-sized enterprises have been cultivated, including 14,600 "little giant" enterprises [4] Group 2 - New work plans for stabilizing growth in key industries such as steel, non-ferrous metals, petrochemicals, and building materials will be released soon [5] - Implementation plans for digital transformation in the automotive and machinery sectors are set to be issued [6] - The "Artificial Intelligence +" initiative will accelerate the deployment of large models in key manufacturing sectors [6] Group 3 - The establishment of national-level manufacturing pilot platforms is underway, focusing on critical areas such as raw materials and emerging industries [6] - A series of actions will be taken to address overdue payments to small and medium-sized enterprises [7] - The establishment of the second phase of the National SME Development Fund aims to attract more social capital for investment in hard technology [7] Group 4 - The first public REITs for data centers have been established, raising a total of 69 billion yuan, indicating strong investor interest [11][12] - China's unicorn companies have a total valuation exceeding 1.2 trillion USD, reflecting the vitality of new productive forces [12] - The digital asset exchange Bullish has filed for an IPO, marking the first public listing attempt following the enactment of the stablecoin legislation [12]

Group 1: Industrial and Information Development - The industrial and information sectors in China showed positive growth in the first half of 2025, with a year-on-year increase of 6.4% in industrial added value, demonstrating strong resilience [1] - The manufacturing sector's added value accounted for 25.7% of GDP, remaining stable, while manufacturing investment grew by 7.5% [1] Group 2: Telecommunications Sector - The total revenue from telecommunications services reached 905.5 billion yuan, with a year-on-year growth of 9.3% [2] - By the end of June, the number of 5G base stations reached 4.55 million, and the number of 5G mobile phone users reached 1.118 billion, with a penetration rate exceeding 79% [2] - The demand for digital consumption has been robust, with mobile internet traffic experiencing double-digit growth for six consecutive months [2] Group 3: Support for Small and Medium Enterprises - The Ministry of Industry and Information Technology (MIIT) supported 1,241 specialized and innovative "little giant" enterprises, with over 140,000 specialized small and medium enterprises cultivated to date [4] - MIIT provided services to over 3.6 million small and medium enterprises, facilitating financing intentions exceeding 51 billion yuan and achieving technology transfer contracts worth over 8.6 billion yuan [4] - The financing scale for enterprises surpassed 1.2 trillion yuan, with an average of nearly 34 million yuan in financing support per benefiting enterprise [4][5] Group 4: Future Initiatives - MIIT plans to enhance financial policies supporting new industrialization and deepen industry-finance cooperation, focusing on key industrial chains and integrating technology and industry [5] - The ministry aims to promote pilot policies and standards in 66 national industry-finance cooperation pilot cities to support high-quality development in the manufacturing sector [5]

Core Insights - The 27th China Association for Science and Technology Annual Conference held a forum on "6G Technology Innovation and Future Industry Development," gathering global experts to discuss the future direction, opportunities, challenges, and cutting-edge technologies of 6G [1] - Academician Wu Hequan presented a report titled "Exploring 6G Innovation with AI as the Engine," highlighting that 6G will be characterized by intelligence, integrating AI to enhance network capabilities and support various services [3][4] Group 1: 6G Characteristics and Development - Each generation of mobile communication has distinct features: 1G focused on mobility, 2G on speed, 3G transitioned to packet IP, 4G initiated mobile processes, and 5G advanced cloud integration, while 6G will emphasize intelligence [3] - 6G is expected to deeply integrate sensing, computing, and communication, with AI playing a crucial role in enabling intelligent networks and supporting both traditional and new services [3][4] Group 2: AI Integration and Services - AI will not only serve wireless access and core networks but will also create AI terminals and enhance network management, operations, and enterprise management, expanding into vertical industries like vehicle networking and satellite internet [3][4] - The concept of "AI as a Service" will be significant in 6G, offering intelligent network services, integrated sensing and computing services, layered services, and industry-customized services [4] Group 3: Technical Challenges and Innovations - The core network must address the increasing demand for data and optimize AI platform construction through solutions like computing hubs [4][5] - Wireless technology optimization in 6G can leverage AI to explore potential in non-ideal conditions, with challenges including data scarcity, environmental complexity, and model generalization [4][5] - The introduction of AI in the core network can optimize configurations but faces challenges related to data and computing costs, real-time processing, and security [5]