新华社北京11月20日电《经济参考报》11月20日刊发记者吴蔚、郭倩采写的文章《触摸"十五五"产业脉 搏丨政策护航技术攻坚6G产业布局加速铺开》。文章称，完成第一阶段6G技术试验，形成超过300项关 键技术储备，资本加速布局6G生态……尽管6G网络预计将在2030年开始部署，但我国6G产业布局正加 速铺开，呈现政策护航、技术攻坚、资本活跃的特征。业界形成共识：6G已经进入从实验室构想走向 产业落地的关键期，全面赋能千行百业与大众消费市场，有望成为"十五五"期间新的经济增长点。 技术试验进入新阶段 不久前，业界首个面向6G的多站多智能超表面（RIS）组网试验在北京延庆完成，为6G广覆盖与无缝衔 接技术发展提供了创新路径。中国电信研究院相关负责人表示，通过RIS即插即用、按需部署的方式， 可以有效满足6G直播、智慧巡检等场景的业务连续性要求。 这是我国6G技术试验进入新阶段的一个缩影。日前举办的2025年6G发展大会，传递出我国6G发展的最 新进展：目前我国已顺利完成第一阶段6G技术试验，形成超300项关键技术储备。业界普遍认为，6G作 为新一代智能化综合性数字信息基础设施，将突破传统移动通信范畴，实现通信与智能 ...

Core Achievements - China's research team has made a significant breakthrough in lunar science by discovering micron-sized hematite and magnetite crystals in samples returned from the Chang'e 6 mission, revealing the lunar oxidation-reduction state and magnetic anomalies [1][3] - The Shenzhou 22 mission has been initiated, with plans to launch a spacecraft carrying supplies and equipment for astronauts and the space station [3][5] - A domestically developed 3D-printed engine has successfully completed its first flight test, marking a major advancement in engineering applications [5] - Key breakthroughs have been achieved in 6G communication and nuclear power control technologies, indicating substantial progress in China's frontier technology development [7][8] Technological Developments - The first phase of 6G technology trials has been completed, with over 300 key technology reserves established, positioning China at the forefront of global 6G development [8] - A new generation of digital control systems for nuclear power plants has been launched, featuring 100% domestically produced components, enhancing safety and operational efficiency [10] - The completion of the Haizhu Bay Tunnel in Guangzhou improves connectivity within the Guangdong-Hong Kong-Macao Greater Bay Area, showcasing advancements in infrastructure [12] - The "Haixun 176," the largest and most advanced buoy tender in China's transportation system, has been officially commissioned, enhancing maritime navigation support capabilities [14][16] - The world's largest high-altitude wind power harvesting parachute has successfully completed trials, marking a significant step in the engineering application of high-altitude wind energy technology [17]

Group 1 - The 2025 6G Development Conference announced that the international organization "3rd Generation Partnership Project" (3GPP) has initiated research projects on network architecture, wireless air interface, and security technologies for 6G, establishing a timeline and roadmap for 6G standardization [1] - Research on 6G service requirements has been completed by 77%, focusing on architecture studies related to artificial intelligence integration, computing, and perception [1] - China has established the IMT-2030 (6G) Promotion Group, which has released research results such as the "Overall Vision and Potential Key Technologies for 6G" and is conducting testing and validation of key technologies like integrated sensing and wireless AI to accelerate technological maturity [1] Group 2 - The IMT-2030 (6G) Promotion Group is promoting the construction of various 6G system architectures, including intelligent agent-assisted networks and native intelligent agent networks, aiming to enable AI-as-a-service network capabilities [1] - The industry anticipates that 6G networks will begin deployment around 2030, with the number of 6G connections expected to exceed 5 billion by 2040, accounting for half of the total global mobile connections [1]

Core Insights - Researchers from Rice University, in collaboration with Los Alamos and Sandia National Laboratories, have developed a new signal control method that can determine the direction of a signal with an accuracy of 0.1 degrees, improving upon existing technologies by approximately tenfold [1][2] - This breakthrough is likened to equipping 6G communication signals with "instant GPS," addressing the challenge of quickly aligning high-frequency signals, which is crucial for ultra-high-speed data communication [1][2] Group 1 - The high-frequency bands are expected to be a key support for future 6G networks, catering to high-data applications such as wireless virtual reality headsets and real-time perception systems [1] - The developed method allows for almost instantaneous connections, enabling wireless links to be established or restored with extremely low latency, facilitating automatic identification and alignment of devices within milliseconds or even picoseconds [1][2] Group 2 - The technology functions like a "lighthouse" emitting multi-colored light, where each color's intensity varies randomly in different directions, allowing receivers to deduce their precise position relative to the transmitter [2] - The use of a super-thin electronic surface enables the scattering of signals into unique patterns based on direction and frequency, creating distinct "electromagnetic fingerprints" for rapid signal source identification [2] - This foundational breakthrough resolves the issue of rapid alignment of 6G signals, paving the way for widespread applications in wireless VR, holographic communication, and remote precision surgery, all of which require near-zero latency for massive data transmission [2]

Core Insights - Researchers from Rice University, in collaboration with Los Alamos and Sandia National Laboratories, have developed a new signal control method that can determine the direction of a signal with an accuracy of 0.1 degrees, improving precision by approximately 10 times compared to existing technologies [1] Group 1: Technology Development - The new method acts like an "instant GPS" for 6G communication signals, addressing the challenge of quickly aligning high-frequency signals, which is crucial for ultra-high-speed data communication [1] - High-frequency bands are expected to be key for future 6G networks, catering to high-data applications such as wireless virtual reality headsets and real-time perception systems [1] Group 2: Methodology - The developed method allows for almost instantaneous connections, enabling high-precision angle estimation of signals in a very short time, facilitating low-latency wireless link establishment or recovery [1] - The research team utilized a super-thin electronic surface that scatters signals into unique patterns based on the direction and frequency of the waves, creating distinct "electromagnetic fingerprints" for each direction [2] - The receiver can determine the signal source within a few picoseconds by comparing received signals with a pre-established signal library [2]

Core Insights - A research team from Rice University has developed a new method that significantly enhances the speed and accuracy of future wireless communication systems, particularly for 6G networks [1][3][9] - The method involves the use of specially designed metasurfaces that can generate unique electromagnetic wave "fingerprints" in trillionths of a second, achieving an unprecedented angle localization accuracy of 0.1 degrees, which is ten times better than existing technologies [1][5][9] Group 1: Technological Advancements - The new method allows for almost instantaneous high-precision alignment, enabling wireless connections to be established with minimal latency [3][7] - The research utilizes a unique approach that controls signal characteristics in both time and frequency dimensions, enhancing the robustness of signal detection even in noisy environments [7][9] Group 2: Implications for Wireless Communication - As wireless communication transitions to the terahertz frequency range, high-precision positioning becomes crucial for maintaining connectivity [9] - The study demonstrates how designed randomness in signal transmission can lead to faster, smarter, and more reliable wireless networks, addressing the growing data demands of future applications [9][10] Group 3: Research Support and Collaboration - The research received support from major companies like Cisco and Intel, as well as funding from the National Science Foundation and the Department of Energy [9]

Core Insights - Beijing will host the 2025 6G Development Conference, focusing on the systematic layout of the 6G industry and the establishment of a 6G laboratory to explore "killer" application scenarios such as holographic communication and autonomous driving [1] Group 1: 6G Industry Development Strategy - Beijing is the first in the country to clarify its 6G development strategy, establishing a 6G technology overall group and initiating the construction of a 6G laboratory [2] - The city has formed a collaborative development pattern with "1 overall group + 1 laboratory + 2 R&D bases + 2 industrial bases," aiming to create a globally influential 6G innovation development pilot area [2] - Key enterprises like ZTE and Xiaomi are leading the charge, with a mechanism established for collaboration with major telecom operators [2] Group 2: Technological Breakthroughs - Beijing has built a small-scale experimental environment for 6G, achieving a single-user speed of 8Gbps in tests [3] - ZTE has made over 30 key technological breakthroughs, including the release of prototype machines and satellite payloads [3] - Hongshan Technology has achieved global leadership in ultra-high-speed long-distance terahertz transmission [3] Group 3: Future Development Plans - The city will focus on application ecology, core technologies, and industrial layout to support 6G development [4] - There will be an emphasis on market-scenario-business-network collaboration to identify core enterprises in the industry chain [4] - Key areas of focus include communication network architecture, new spectrum utilization, and intelligent signal processing [4] Group 4: Resource Coordination - The Beijing Economic and Information Technology Bureau will promote the coordination of 6G innovation resources across the city [5] - A communication and collaboration platform will be established among upstream and downstream enterprises in the 6G industry chain [5] - Major enterprises such as ZTE, Hongshan Technology, and Xiaomi will be engaged to form a collaborative mechanism for shared demand, technology, and outcomes [5]

Core Insights - Nvidia announced a strategic investment of approximately $1 billion in Nokia, marking a significant shift from being a GPU leader to an AI ecosystem builder [1][10] - The collaboration aims to integrate computing power and network infrastructure, indicating a new battleground for AI traffic in edge, access, and network layers [1] Collaboration Details - Nvidia will acquire 166.39 million new shares of Nokia at $6.01 per share, making it a 2.90% shareholder [2] - The partnership focuses on AI-RAN (Artificial Intelligence Radio Access Network) and 6G networks, with Nvidia's AI data center platform being integrated into Nokia's communication access network [2][4] Complementary Logic - Nokia's extensive technology assets, including wireless access equipment and data center network switches, provide a crucial entry point for Nvidia into the telecom infrastructure sector [4][5] - The collaboration extends beyond traditional base stations to include distributed edge AI inference scenarios, enabling low-latency and intelligent interactions in applications like drones and autonomous vehicles [4] Industry Impact - The partnership highlights the complementary strengths of both companies: Nokia's network capabilities and Nvidia's computing power, which together can build the infrastructure for AI-RAN and 6G [5][9] - The investment reflects Nvidia's broader strategy to transition from a pure chip supplier to an AI infrastructure platform provider, with significant investments in AI-related ventures [10][12] Ecosystem Strategy - Nvidia aims to bind key customers and channels through this partnership, collaborating with T-Mobile US for AI-RAN trials starting in 2026 [13][19] - The investment also serves to counter competition from tech giants like Microsoft and Google, who are enhancing their own AI chip capabilities [13][22] Future Milestones - Key milestones to watch include the results of the AI-RAN trials with T-Mobile in 2026 and how Nokia integrates its acquired assets with Nvidia's projects [29] - The potential for Nvidia to further expand into network infrastructure through acquisitions could lead to significant restructuring in the semiconductor and telecom equipment industries [29]

Core Insights - The upcoming "15th Five-Year Plan" emphasizes the construction of a modern industrial system and the strengthening of the real economy as a strategic priority, focusing on the development of emerging and future industries [1][2] Emerging Industries - The plan aims to cultivate new pillar industries, accelerating the development of strategic emerging industry clusters such as new energy, new materials, aerospace, and low-altitude economy, potentially creating several trillion-yuan markets [2] - Future industries like quantum technology, biomanufacturing, hydrogen energy, nuclear fusion, brain-computer interfaces, and sixth-generation mobile communication are highlighted as new economic growth points [2][4] City-Level Developments - Cities like Beijing, Shanghai, and Shenzhen continue to lead in emerging industries, while newer cities like Hangzhou and Hefei are also making significant strides [3] - Hefei is recognized as a hub for quantum technology, housing nearly one-third of the country's quantum enterprises and establishing a complete ecosystem from research to industrialization [7] Quantum Technology - Hefei's quantum technology sector is experiencing a financing boom, with companies like Benyuan Quantum and Guo'an Quantum preparing for IPOs, indicating strong market interest [7] - The city is implementing a "technology innovation + scenario application" initiative, allocating at least 30 million yuan to develop urban and industrial scenarios [7] Biomanufacturing - The biomanufacturing industry in China is nearing a total scale of 1 trillion yuan, with competitive clusters emerging in cities like Shanghai, Beijing, and Shenzhen [9][10] - Shenzhen is becoming a highland for synthetic biology, with 40% of new synthetic biology enterprises established there in the past three years [10] Hydrogen and Nuclear Fusion - Hydrogen energy and nuclear fusion are identified as key future industries, with over 20 provinces outlining long-term plans for hydrogen energy development [14] - Chengdu and Hefei are leading in nuclear fusion research, with significant advancements in experimental conditions for fusion energy [15] Brain-Computer Interfaces - The brain-computer interface market is projected to reach approximately $2.62 billion by 2024, with cities like Beijing, Shanghai, Shenzhen, and Hangzhou taking the lead in developing this technology [16][20] - Policies are being implemented to foster a competitive ecosystem in brain-computer interfaces, aiming to cultivate globally influential enterprises by 2030 [19] Embodied Intelligence - The embodied intelligence market in China reached 418.6 billion yuan in 2023, with expectations for growth driven by advancements in AI technology [21][22] - Cities are competing to establish themselves as leaders in this sector, with Beijing and Shenzhen targeting the development of a trillion-yuan industry cluster by 2027 [22][23] Sixth-Generation Mobile Communication - Nanjing is emerging as a key player in the 6G sector, having established a comprehensive experimental platform and hosting significant industry events [26][27] - Traditional communication strongholds like Beijing and Shanghai continue to maintain their advantages while developing supportive policies for 6G applications [26][27]

Group 1 - Ren Zhengfei emphasized that the highest level of a car is safety, indicating that safety is the ultimate luxury in the automotive industry [2] - The global consumer smart camera market shipped 66.65 million units in the first half of 2025, representing a year-on-year growth of 2.7%, with the Latin America market growing by 26% [3] - Fujian Province ranked first in beer exports in China, with a total export value of 603 million yuan in the first eight months, a year-on-year increase of 14.57% [7] Group 2 - Tianrongxin has not yet participated in the supply chain for the Ascend 384 super node, but has jointly released an intelligent computing integrated machine with Huawei [4] - India has initiated an anti-dumping investigation against copper cables imported from China, with the investigation period set from April 1, 2024, to March 31, 2025 [5][6] - Samsung Electronics joined a global alliance led by Verizon to commercialize 6G technology, collaborating with major tech companies to develop a 6G ecosystem [10] Group 3 - The Ministry of Natural Resources reported that over 2,300 counties and cities in China have implemented a "delivery and certificate" reform for new housing projects, enhancing the sense of security and satisfaction among citizens [9] - The global first megawatt-level commercial aerial wind power generation system successfully completed its first flight test, marking a significant step in renewable energy technology [13] - Keppel DC REIT announced the acquisition of Tokyo Data Centre 3 for 82.1 billion yen, holding a 98.47% stake in the data center [14]