【环球网科技报道记者 心月】2026世界移动通信大会（MWC）巴塞罗那站即将启幕，高通技术公司工程技术高级副总裁庄思民博士（Dr. John E Smee）日 前发表博客文章，称高通将在本届展会上集中展示6G领域面向智能化与高效化的前沿工程实践成果，围绕6G基础技术演进、AI原生设计打造全新体验、感 知赋能的数字孪生平台三大核心主题，全方位呈现从空口技术基础到AI原生服务的全链路6G技术探索，推动6G技术从概念加速向原型落地。 庄思民认为，无线连接技术正持续迭代演进，终端、服务和网络的智能化程度不断提升，其在日常生活中的重要性愈发凸显。随着用户对边缘侧AI的期待 与需求持续提升，未来6G无线系统的核心要求已不仅是实现更高的数据传输速率，更要完成效率提升、情境自适应的升级，同时支撑跨终端和基础设施的 新型服务，这也是高通6G技术研发与工程实践的核心方向。 针对AI原生体验与服务的打造，庄思民称，随着AI驱动型应用的快速发展，无线通信系统的核心挑战已从单纯的比特传输转变为保障全场景下的一致体 验，分布式计算、协同通信与情境感知自适应成为6G技术研发的重要课题。高通将在展会上展示四大核心技术成果：一是智能体AI和A ...

Core Insights - The year 2025 is recognized as the "standardization year for 6G," with a consensus in the industry that 6G will not only enhance communication capabilities but also serve as a collaborative technology innovation platform deeply integrated with AI [1][3] - The transition of communication networks from "data pipelines" to "intelligent foundations" is crucial for supporting personal intelligence, embodied intelligence, and the digital upgrade of various industries, making it an essential infrastructure in the AI era [1] Group 1: Technological Advancements - Qualcomm has initiated systematic investments and explorations in multiple cutting-edge technology areas, leading industry research and promoting standardization for 6G, aiming to create an end-to-end system that encompasses terminal devices, networks, and computing infrastructure [3][6] - In foundational technology, Qualcomm is testing ultra-large-scale MIMO to support new wide-area capacity, providing feasible paths for operators to reduce costs and accelerate commercialization [3] - Qualcomm has achieved interoperability verification of wireless AI with Nokia Bell Labs, enabling AI training and collaborative operation between terminals and the cloud based on shared data or models [3] Group 2: Industry Evolution - Qualcomm's continuous investment and technological accumulation across multiple generational nodes have positioned it as a key player in the evolution of 6G, building on its historical contributions from 2G to 5G [5] - The integration of AI, expansion of spectrum resources, and enhancement of performance and perception capabilities in 6G are seen as new missions for communication technology, connecting the physical world with digital intelligence [5] - The upcoming MWC 2026 will showcase Qualcomm's vision for 6G, emphasizing its engineering and systematic approach to make 6G an innovative platform that transcends mere connectivity [6][8] Group 3: Future Applications - Qualcomm plans to demonstrate the natural, rapid, and reliable cross-terminal experience brought by the integration of 6G and AI during the MWC, focusing on the new layered services that operators can provide [8] - The transition from concept to prototype for 6G systems will be highlighted, showcasing innovations in multi-vendor RF calibration and AI-enabled advancements, as well as the latest developments in millimeter-wave NTN and scalable, high-fidelity wireless digital twins [8] - The industry is expected to recognize that 6G is not just an isolated generational upgrade but a systematic reconstruction centered around an AI-native communication system [8]

Group 1 - MediaTek has positioned itself as a key player in the global 6G ecosystem, collaborating with Apple and Ericsson to develop 6G technology [1][2] - The partnership signifies Taiwan's entry into the first tier of global 6G technology development, with MediaTek expected to lead the charge [1] - 6G technology is projected to enhance transmission speeds by 5 to 50 times compared to 5G, with potential speeds reaching 1 Tbps and latency reduced by 10 to 100 times, making it crucial for AI advancements [1] Group 2 - Ericsson plays a central role in connecting MediaTek and Apple to build the 6G ecosystem, emphasizing an open and globally scalable innovation platform based on 3GPP standards [2] - The collaboration aims to validate and demonstrate key 6G capabilities, ensuring the new generation of mobile networks meets the evolving demands driven by AI applications [2] - The first version of the 6G standard is expected to be released by the end of 2026 to 2027, with initial technical specifications anticipated to be completed by 2029 and commercialization by 2030 [2] Group 3 - At MWC 2026, Ericsson and MediaTek will showcase 6G centimeter wave technology, addressing the growing data transmission needs for emerging applications and devices [3] - The collaboration will integrate Ericsson's Radio Access Network (RAN) with MediaTek's user equipment (UE) prototypes, presenting new 6G technologies essential for AI-enhanced applications [3] - Additionally, Ericsson and Apple are working on a multi-radio access technology spectrum sharing solution to facilitate a smooth transition from 5G to 6G, minimizing resource waste and signal transmission burdens [3]

"新春第一会"具有风向标意义，而武汉，雷打不动，5次将会议主题聚焦科技创新。 2021年，会上发布武汉科技创新十大行动，公布首批"卡脖子"技术攻关"揭榜挂帅"项目榜单。 2月24日，农历正月初八，春节后第一个工作日，武汉召开"新春第一会"，再次聚焦科技创新。这是 自2021年以来，武汉第5次在"新春第一会"上聚焦这一主题。 2月24日，汉产机器人亮相全市科技创新大会。图为光子机器人自主熨烫衣物，扫床机器人清洁床铺。 于武汉而言，科技创新是一以贯之的定力，也是常做常新的事业。 2023年，提出要加快把武汉科教人才优势转化为创新发展优势。 2024年，继续做好创新这篇大文章，以科技创新引领现代化产业体系建设。 2025年，提出要推动科技创新和产业创新融合发展，挺膺打造具有全国影响力的科技创新高地。 2022年5月，武汉获批"建设具有全国影响力的科技创新中心"，当年7月召开的市科创大会提出，要切 实扛起建设武汉具有全国影响力的科技创新中心的重大责任。 今年"新春第一会"，武汉强调，要牢牢把握"一城三廊多带"战略布局，不断提升创新策源、成果转 化、产业发展功能——以东湖科学城为创新极核，以光谷科技创新大走廊、车谷产业 ...

Core Insights - The global mobile data volume is expected to exceed 5000EB by 2030, indicating that 5G bandwidth will be insufficient, necessitating the transition to 6G [2] - 6G is characterized by transmission speeds in terabits per second, microsecond-level latency, and integration with AI, making it a complex technological upgrade and a strategic asset for nations [4] Patent Landscape - The total number of global 6G patent applications has surpassed 38,000, covering the entire value chain from base stations to chips and applications [6][11] - The distribution of patents is crucial for establishing international technical standards, with the U.S. holding 35.2% of patents, Japan 9.9%, and China leading with 40.3% [4][25] U.S. Patent Advantages - The U.S. benefits from a strong patent position due to deep government and corporate collaboration, having allocated $450 million for 6G research [10] - However, the U.S. faces challenges with patent concentration among a few major companies, limiting participation from smaller firms [13] Japan's Focus - Japan concentrates its R&D resources on specific areas like terahertz communication and precision devices, aiming for specialized expertise [17] - Notable advancements include NTT Docomo's 280GHz terahertz device achieving a transmission rate of 100Gbps, significantly surpassing 5G capabilities [19] China's Leading Position - China holds the highest share of 6G patents at 40.3%, surpassing the U.S. and Japan, attributed to collaborative efforts across academia and industry [25] - Key players like Huawei and ZTE are making significant strides in core technologies, with Huawei holding 13,000 6G invention patents [26] Research and Development Achievements - Chinese research institutions have made critical breakthroughs in terahertz technology, with notable achievements in integrated communication systems [28] - China has completed the first phase of 6G technical trials and is advancing to the second phase, demonstrating a synchronized approach to technology development and application [30] Challenges Ahead - Despite leading in patent numbers, China still faces gaps in terminal chips and high-end precision devices compared to the U.S. and Japan, which are areas for future improvement [34] - The industry must address the cost of 6G base station construction and the conversion of laboratory technologies into affordable products for consumers [35]

Core Viewpoint - Nokia's stock price has been under pressure despite recent partnerships, reflecting concerns over short-term profitability and strategic execution [1][3][5] Recent Events - On February 2, 2026, Nokia signed a five-year memorandum of understanding with China Mobile for joint research on 6G, focusing on network architecture and key technology definitions [2] - In Q4 2025, Nokia established a partnership with NVIDIA for AI-RAN collaboration aimed at enhancing the intelligence of wireless access networks [2] - In 2025, the company also signed multiple 5G/6G agreements with operators like Saudi Zain and Telefónica, strengthening its global presence [2] Stock Price Movement Reasons - Profitability Pressure: In 2025, comparable operating profit was €2.024 billion, a 22% year-over-year decline, impacted by restructuring costs and acquisition integration expenses [3] - Strategic Transition Uncertainty: The announcement of a business restructuring in November 2025, consolidating into two main segments, raised doubts in the capital market regarding the management's "Americanization" and the execution of AI transformation, leading to a nearly 10% drop in ADR stock price on the day of the strategic announcement [3] Industry Environment - During the same period, the U.S. communication equipment sector declined by 0.63%, and the Nasdaq index fell by 2.03%, indicating cautious market sentiment [4] Performance and Operational Situation - In 2025, Nokia reported net sales of €19.889 billion, a 3% year-over-year increase, but gross and operating margins were pressured by restructuring costs [5] - For 2026, the company targets comparable operating profit guidance of €2 billion to €2.5 billion, planning to improve profitability through cost savings of €800 million to €1.2 billion and investments in AI and optical networks [5] - Recent collaborations highlight Nokia's commitment to transitioning towards AI and 6G, but the stock price decline reflects market concerns over short-term profitability pressures, restructuring costs, and intensified industry competition [5]

转自：央视新闻 来源：央视新闻 未来产业已成2026年开年热词。"十五五"开局之年，中央政治局今年的首次集体学习，聚焦未来产业发 展。地方两会上，"培育壮大未来产业""加强未来产业布局" "推进未来产业先导区建设"等也是各省区市 政府工作报告强调的重点。什么是未来产业，它离我们的生活还有多远？哪些省份在未来产业布局上处 于领跑位置？它们的领跑密码是什么？01何为未来产业？近两年，机器人、"人造太阳"、6G（第六代 移动通信）这些科技新词在新闻中越发常见。机器人从春晚舞台跑进田径赛场，解锁更多技能，动作愈 加流畅，具身智能的应用场景日益增多。"人造太阳"2025年实现1亿摄氏度、1066秒稳态运行，刷新世 界纪录，我国可控核聚变正从基础科学迈向关键工程实践。6G技术试验已开启第二阶段，人、机、 物、智能体的"万物智联"时代越来越近……这些正是未来产业的代表。简单来说，未来产业是指由前沿 技术驱动，当前处于孕育萌发阶段或产业化初期，具有显著战略性、引领性、颠覆性和不确定性的前瞻 性新兴产业。"十五五"规划建议中，在"建设现代化产业体系，巩固壮大实体经济"部分，对发展未来产 业作了具体说明。"前瞻布局未来产业，探索 ...

Core Insights - The report emphasizes the ongoing prosperity in the commercial aerospace and military sectors, highlighting opportunities in overseas markets and the importance of technological advancements in the industry [2][3] Group 1: Industry Overview - The commercial aerospace sector is experiencing upward momentum, driven by SpaceX's advancements in reusable rocket technology, which could reduce space access costs by 100 times [13] - The military aviation sector is expected to benefit from increased demand for large aircraft and military trade, with significant growth anticipated in 2026 [14] - The report identifies a focus on supply chain reforms and the integration of AI technologies as key trends shaping the future of the defense and aerospace industries [15] Group 2: Investment Recommendations - The report recommends companies that align with the "S-curve" evolution, focusing on supply chain reforms and automation, including firms like航发动力 (Aero Engine Corporation) and 中航沈飞 (AVIC Shenyang Aircraft Corporation) [15] - Companies positioned for expansion in military trade and civil aviation, such as 国睿科技 (Guorui Technology) and 中国动力 (China Power), are highlighted for their growth potential [15] - Emerging industries like commercial aerospace, AI, and quantum computing are also recommended, with firms like 睿创微纳 (Ruichuang Micro-Nano) and 菲利华 (Feilihua) noted for their innovative capabilities [15] Group 3: Company Valuations and Financial Analysis - 航发动力 (Aero Engine Corporation) is projected to have a 2025E EPS of 0.22 CNY, with a PE ratio of 216.82 for 2025 [6] - 中航高科 (AVIC High-tech) is expected to achieve a 2025E EPS of 0.90 CNY, with a PE ratio of 29.16 for 2025 [6] - The report provides detailed financial metrics for various companies, indicating growth in EPS and improvements in PE ratios across the sector, reflecting a positive outlook for the defense and aerospace industries [6]

中国电信集团首席科学家、美国贝尔实验室院士毕奇告诉《环球时报》记者，6G第一阶段的技术试验 主要是为6G标准化的技术及启动做储备的，储备工作告一段落后，需要全力投入到国际标准的制定工 作中去。他认为，第二阶段的技术试验主要会配合6G国际标准的进程，做进一步的技术验证。而在国 际标准即将完成之际，还会有第三阶段的外场规模测试，为6G的商业部署打下良好的基础。 我国处在第一梯队 目前世界主要大国均纷纷加紧布局6G，力求抢占技术高点与竞争先机。接受《环球时报》记者采访的 多位专家认为，从全球6G技术的研发情况来看，中国处在第一梯队。 【环球时报报道 记者 陈子帅】"我国6G研发已完成第一阶段技术试验，形成了超300项关键技术储备， 近期已经启动第二阶段6G技术试验。"中国工业和信息化部副部长张云明1月21日在记者会上表示。中 国信息通信研究院无线与移动通信研究所副所长杜滢告诉《环球时报》记者，"第二阶段技术试验的启 动，意味着我国的6G技术试验已从单技术点的关键技术试验阶段过渡至技术方案试验阶段，将经过第 一阶段试验评估后的关键技术点'串珠成线，融合集成'，开展6G方案验证和迭代优化，支撑国际标准的 研制工作，推动 ...

Group 1: Industrial and Technological Development - The Ministry of Industry and Information Technology (MIIT) will implement the "Implementation Opinions on Promoting Future Industrial Innovation Development" and has initiated the second phase of 6G technology testing, focusing on breakthroughs in training chips and heterogeneous computing power [1][20] - MIIT aims to cultivate emerging pillar industries and will create national demonstration bases for the development of emerging industries, enhancing government investment fund efforts [5][6] - The ministry will promote smart manufacturing by implementing intelligent manufacturing projects and nurturing smart factories [7][8] Group 2: Consumer and Market Trends - MIIT will optimize product supply in line with consumption upgrade trends, enhancing the development ecosystem for Chinese consumer brands and promoting intelligent, green, and integrated development in consumer goods [9][10] - The ministry plans to develop key energy-saving and environmental protection equipment and solutions, facilitating the transition from demonstration applications to large-scale popularization of advanced technologies [13][14] Group 3: AI and Manufacturing Integration - MIIT will focus on technological innovation in AI and manufacturing, accelerating breakthroughs in critical technologies such as training chips and heterogeneous computing power, and fostering the development of application service providers [11][12] - The ministry will enhance ecological construction by establishing industry standards and ensuring algorithm security and data protection [12] Group 4: Support for SMEs - MIIT will formulate a development plan for small and medium-sized enterprises (SMEs) and implement measures to clear overdue payments to protect the rights of SMEs [17] Group 5: Digital Services and Robotics - MIIT will advance the "Ten Practical Matters for Warm Digital Services," enhancing digital service supply for vulnerable groups and expanding coverage of services [22] - The ministry will continue to promote innovation and upgrades in humanoid robot technology, driving the development of the embodied intelligence industry [25]