前言 《公告全知道》每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收 购、业绩、解禁、高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前 寻找到投资热点，防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①华为+6G+商业航天+算力+卫星导航+AI智能体+数据中心！这家公司参与运营商6G试验网建设相关工 作；②阿里巴巴+数据中心+华为+算力+人工智能+机器人！阿里根据数据中心建设需求分批次向这家公司 下达采购订单；③光通信+储能+PCB！公司收购企业股权布局AI服务器液冷散热等业务。 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司在5G、6G这些领域有涉足布局吗？ 维峰电子（301328.SZ）11月25日在投资者互动平台表示，公司尚未涉足上述领域。 ...

Core Viewpoint - US technology companies, including Amazon and Qualcomm, oppose the allocation of the upper 6GHz band for International Mobile Telecommunications (IMT) services, advocating instead for the entire 6GHz band to be designated for Wi-Fi services due to concerns over technical and commercial readiness [1][8][10] Group 1: Spectrum Allocation and Auction - The Indian government has stated that 400MHz of airwaves in the 6GHz band are available for auction, with an additional 300MHz expected by 2030, and 500MHz to be delicensed for low-power applications like Wi-Fi [2][10] - Reliance Jio is pushing for the entire 1200MHz spectrum in the 6GHz band to be included in the upcoming auction, despite the government's decision to delicence part of the band for low-power applications [2][10] - Airtel and Qualcomm have called for the deferment of the auction for the 6425-6725 MHz and 7025-7125 MHz bands, citing the need for ecosystem readiness and alignment with global standards [4][10] Group 2: Industry Associations' Stance - The Cellular Operators Association of India (COAI) opposes the delicensing of the 6GHz band, arguing that licensed IMT spectrum is essential for quality service and scalability for future applications like 6G [5][6][10] - COAI warns that delicensing any part of the 6GHz band could permanently limit India's digital capacity and affordable service provision [6][10] - The Manufacturers Association of Information Technology (MAIT) supports the idea of allowing unlicensed access in the lower 6GHz band and suggests extending this to parts of the upper 6GHz for future Wi-Fi generations [7][10]

11月的武汉又热闹起来——2025中国5G+工业互联网大会在这里举行。 万物互联，智能领航。记者在会场里听会采访，发现会名里写着"5G"，可场内场外聊得最起劲的，却是6G。 6G能做到这些，靠的是三项底层突破：太赫兹通信、智能超表面、空天地一体化网络架构。其中，"空天地一体化"是武汉在全国起步 早、基础硬、优势最突出的方向。它的作用是为6G解决覆盖盲区，实现全域互联，支撑6G的"广度"。 就像一场提前"剧透未来"的发布会，武汉不声不响地布局在前沿。 展会现场 "'5G兼容、6G融合'的技术发展路径，是抢占未来技术制高点、实现全球引领的必然选择。"会上，中国信科集团副总工程师、中信科 移动通信技术股份有限公司首席科学家孙韶辉开门见山：卫星与地面网络不再是两条平行线，而要织成一张空天地一体化的大网。 这样的趋势早已有迹可循。数据显示，我国6G专利申请量占全球约40.3%，位居全球第一；第一阶段6G技术试验已完成，积累了超过 300项关键技术储备，这套系统化试验已经连续推进四年。 不过，数字背后，人们更关心6G到底能带来怎样的变化。 先来搞清楚一个问题：什么是6G？它有啥用？ 这次会上，多位专家学者介绍，6G最牛的 ...

中新社武汉11月22日电(记者刘育英)在22日于武汉举行的2025中国5G+工业互联网大会上，中国工业和 信息化部部长李乐成表示，要加快5G工厂建设，加强6G与工业融合的前瞻研究。 记者从大会获悉，过去五年中国5G+工业互联网实现了"从0到1"的系统性突破，在网络基础设施、融合 应用、技术产品、产业生态及政策服务五个方面均取得显著成效。 此外，要实施工业互联网和重点产业链"链网协同"行动，分行业制定融合应用指南，打造"5G+工业互 联网"升级版，加快5G工厂建设，加强6G与工业融合的前瞻研究。(完) （文章来源：中国新闻网） 在应用层面，5G+工业互联网正从单点突破迈向深度融合，目前5G+工业互联网的典型应用场景已覆盖 全部41个工业大类、近90个工业行业，5G工厂建设超1200个，投资规模超过500亿元人民币。 李乐成表示，要推动工业互联网"向智"跃升，实施工业互联网和人工智能融合赋能行动，拓展"平台+智 能体"服务，优化工业互联网体系架构。要推动网络、标识、平台、数据、安全五大体系一体部署、协 同建设，加快发展新型工业网络，开展工业5G独立专网试点，构建智能化综合性数字信息基础设施。 ...

Core Insights - The 2025 China 5G + Industrial Internet Conference opened in Wuhan, emphasizing the integration of the digital economy and the real economy as a key direction for industrial internet development [1][2][4] Group 1: Government Initiatives - The Ministry of Industry and Information Technology (MIIT) aims to promote high-quality development of the industrial internet, focusing on intelligent, green, and integrated approaches [2] - MIIT plans to implement actions that integrate industrial internet with artificial intelligence, optimize the industrial internet architecture, and enhance the "platform + intelligent body" services [2] - The conference highlighted the importance of new infrastructure, including the deployment of networks, platforms, and data security systems, to support industrial internet growth [2] Group 2: Regional Development - Hubei province is positioning itself as a leader in high-quality development driven by digital and intelligent technologies, with a focus on building a modern industrial system [4] - The province aims to accelerate the deployment of 5G-A and the research and validation of 6G technologies, establishing itself as a national demonstration zone for industrial internet innovation [4] - Hubei's strategy includes enhancing traditional industries through digital transformation and fostering emerging industries like quantum technology and brain-computer interfaces [4] Group 3: Conference Activities - The conference featured a showcase of "5G + Industrial Internet Innovation Achievements" and included keynote speeches from leaders of major telecommunications companies and banks [6] - MIIT launched a commercial trial for satellite IoT services, aimed at enriching the satellite communication market and supporting emerging industries [6] - Collaborative agreements were signed between Hubei government and major telecom companies, as well as a memorandum for regional cooperation among Jiangxi, Hubei, and Hunan provinces [6]

Core Insights - The 2025 Mobile Communication High-Quality Development Forum was held in Wuhan, focusing on 5G applications, 5G-A technology breakthroughs, 6G planning, and integrated network construction [2] - The forum highlighted the transition of China's 5G industry from "technology leadership" to "value empowerment" [2] Group 1: Technological Advancements - 5G-A and 6G are key focal points, with major telecom operators showcasing their technological innovations and breakthroughs [3] - China Mobile is advancing a "hexagonal" technology framework for 6G, focusing on ten innovation areas, including high-performance networks and integrated sensing [3] - China Telecom is conducting outdoor trials for millimeter-wave sensing and has established over 300 low-altitude sensing stations across 18 provinces [4] - China Unicom has achieved full commercial use of 5G-A, with download speeds reaching 5Gbps outdoors and 5.7Gbps indoors [4] Group 2: Industry Applications - 5G applications are now in a phase of large-scale deployment, significantly driving the digital transformation of various industries [6] - China Mobile has integrated 5G into industrial production, while China Unicom has served over 20,000 industry-specific clients with more than 50,000 large-scale application projects [6] - China Telecom's low-altitude economy and satellite internet initiatives are emerging as new growth areas, with direct satellite services covering 25 million mobile devices [6] Group 3: Communication and Public Perception - The "2025 China 5G Development Communication Power Analysis" report indicates a shift in public perception from technical parameters to actual value [8] - From January to November 2025, there were 13.47 million online news reports related to 5G development, with a peak in August [8] - Key provinces leading in 5G communication include Beijing, Shanghai, and Guangdong, with major telecom companies acting as core communicators of 5G value [8] Group 4: Emerging Trends - Five major trends in communication were identified, including the mainstreaming of application results and the economic and social value of large-scale deployments [9] - The integration of 5G with AI is creating a new paradigm for intelligent communication networks [9] - The forum emphasized the importance of collaboration among telecom operators and industry players to build a synergistic ecosystem for innovation and value creation [9]

专家预计，6G将催生一个十万亿级别的庞大产业。 面向"十五五"，网络强国是现代化产业体系的重要一环，第六代移动通信（6G）等未来产业将成为新的增长点。 21日在武汉举办的2025移动通信高质量发展论坛上，6G成为业内讨论的焦点话题。 中国移动研究院院长黄宇红表示，"十五五"是5G-A发展以及6G走向成功的关键五年，要把6G从实验室技术构想推进到商用，有三大关键点，包括要确保6G 成为新基建的核心基座；实现多要素融合发展，即通信、感知、计算与AI的深度融合；全方位赋能商业发展、实现商业可闭环。 黄宇红透露，下一步中国移动将在技术、标准、产业、应用四方面全面发力，以需求和场景为导向，一体贯通5G-A与6G的发展，引领万物智联新时代发展 方向。 6G是以"全域覆盖、通感一体、内生智能"为核心特征，在连接性能和多要素融合方面提出了更高要求。在6G创新研究方面，中国电信创新提出"6G全域智惠 网络"技术体系，牵头3GPP首个6G计费标准立项以及6G网络架构、通智融合、通感融合等多个关键领域国家项目，围绕语义通信、天地一体、通感一体、 智能超表面等方向率先完成了一系列业界试验，协同产业链完成技术体制突破，加速6G产业化进 ...

21世纪经济报道记者冉黎黎 武汉报道 11月21日，以"非凡'十四五' 聚力启新程"为主题的2025移动通信高质量发展论坛在湖北武 汉举办。 论坛上，国务院参事、全国重点实验室主任、北京邮电大学教授张平通过视频进行主旨发言。他指出，通信范式的根本性变革 已然来临，未来的核心不仅仅是数据的无损传输，而是智力的感知、流转与生成。这一从"数据搬迁"到"智力搬迁"的深刻变 化，将彻底重塑我们的生产生活方式，开启万物智联的崭新纪元。 而结合6G和AI，张平提出了一个关键概念——内生人工智能。他认为，将二者结合，必须创造一种全新的技术体系，让智能如 同呼吸一样内生于通信网络之中，这就是6G需要攻克的核心难题。 "未来发展要把'具有人的灵性'作为一个要点来做，赋予机器、赋予通信思考的能力。"张平指出，过去通信的对象是把"数据"从 甲地搬迁到乙地去，而未来则将会是对"智力"进行搬迁。智力的表现形式可能是数据，也可能是训练好的模型，更可能是一个 个具有意识、能自决策、自学习的Agent，它们会在网络中流动、演化，变得越来越"聪明"。 "所以6G面临的是和人工智能结合的发展路径，而不是单纯从通信的角度来发展。"张平表示，这是两种 ...

Core Insights - The forum highlighted the significant achievements and forward-looking strategies of China's mobile communication industry during the 14th Five-Year Plan period, emphasizing ten key terms that reflect the industry's development [1][2] Group 1: Key Developments in 5G - China has accelerated its 5G development, achieving its construction goals ahead of schedule, with 4.705 million 5G base stations built and 1.167 billion 5G mobile phone users by September 2025 [1] - The global market share for 5G base stations and mobile phones exceeds 50%, while the market share for 5G modules surpasses 80% [1] Group 2: Application and Ecosystem Growth - The country has established the world's most extensive 5G application ecosystem, with over 138,000 5G application cases covering 86 out of 97 major categories of the national economy [1] - More than 20,000 "5G + Industrial Internet" construction projects have been initiated, and 1,260 5G factories have been cultivated, indicating a shift of industry applications from the periphery to core processes [1] Group 3: Connectivity and IoT Expansion - The initiative has achieved "gigabit access in every county, 5G access in every town, and broadband access in every village," with over 90% of administrative villages covered by 5G networks [2] - By August 2022, the number of IoT terminal users reached 1.698 billion, surpassing mobile phone users for the first time, marking a new phase of "Internet of Everything" [2] Group 4: AI Integration and 6G Development - The integration of mobile communication and AI is driving network upgrades and industry transformation, with new scenarios and models emerging, such as "smart native," "5G-A × AI," and "AI+" [2] - China has initiated 6G research and development, completing the first phase of technology trials with over 300 key technology reserves [2]