2026年1月4日，南京市科技创新与产业创新深度融合发展大会举行。会上，《南京市打造"6G之城"行动计划(2026—2027年)》(以下简称《行动计划》)正 式发布。 此外，行动计划还推广制定了8个方面政策措施，支持6G产业发展。面向未来，南京将笃行实干、久久为功，为国家6G战略贡献南京力量。 扬子晚报/紫牛新闻记者张可刘丽媛王夕悦 校对胡妍璐 《行动计划》提出，到2027年，发布6G领域重大科研成果不少于6项，6G领域科技成果落地转化新增企业不少于100家，打造6G技术在各行业的应用场景 不少于50个，实现6G无蜂窝网络全域覆盖，打造全域"6G之城"和6G产业发展先行示范区。 《行动计划》指出，重点实施五大攻坚行动。一是攻技术，突破无蜂窝通信的6G光纤技术，支持6G领域创新合作，加强6G核心产品研发，融入国际标准 体系。二是促转化，加快建设6G概念验证和中试平台，加强信息通信分中心建设，支持6G科研成果在南京验证试用、落地转化。三是建场景，在工业互 联、低空经济、智慧城市等领域开放场景，南京欢迎国内龙头企业、高校院所参与全域6G之城建设，打造示范应用标杆。四是强化企业培育，聚焦链主 企业、专精特新企业、运营 ...

Core Viewpoint - The meeting emphasizes the importance of implementing the new development philosophy in the information and communication industry during the "15th Five-Year Plan" period, focusing on both opportunities and challenges while ensuring user rights and promoting innovation [2][3]. Group 1: Achievements and Future Directions - The meeting highlighted the collaborative efforts of various departments and localities that have led to steady growth and improvement in the information and communication sector during the "14th Five-Year Plan" [1]. - It is essential to accurately grasp the historical position of development during the "15th Five-Year Plan" and align with national goals of strengthening the country and national rejuvenation [3]. Group 2: Strategic Focus Areas - The meeting outlined several strategic focuses, including the promotion of 6G technology research and development, the integration of industrial internet and artificial intelligence, and the enhancement of network infrastructure [3]. - Emphasis was placed on maintaining a fair competitive environment and improving market access and regulatory frameworks to support sustainable industry growth [3]. Group 3: Governance and Leadership - The meeting called for strengthening the Party's leadership in the industry, ensuring that political and organizational advantages translate into developmental strengths [4]. - There is a focus on applying legal thinking to ensure healthy and orderly industry development, alongside deepening reforms and innovations in regulatory mechanisms [4].

Core Viewpoint - Ares Capital and Verizon Communications are highlighted as attractive dividend stocks for income investors, with Ares Capital currently being favored due to its higher dividend yield and favorable growth prospects [1][14]. Ares Capital - Ares Capital boasts an ultra-high dividend yield of 9.5% and has maintained stable or increasing quarterly dividends for 16 consecutive years [3][4]. - The company operates in a total addressable market estimated at approximately $5.4 trillion, with direct lending gaining popularity among borrowers [5]. - Ares Capital has outperformed its peers in terms of annualized total returns with lower volatility since its IPO in 2004 [6][8]. - Recent indications from CEO Kort Schnabel suggest a positive outlook, with an increase in transaction volume under review compared to previous periods [9]. Verizon Communications - Verizon offers a forward dividend yield of 6.8% and has increased its dividend for 19 consecutive years, supported by a rise in free cash flow from $14.5 billion to $15.8 billion year-over-year [10][12]. - Despite facing high competition and subscriber churn, Verizon's business is growing, and the new CEO plans to transform the cost structure for sustainable returns [12][13]. - Verizon is positioned as a leader in developing high-speed 6G technology, which is expected to be available by 2030, potentially enhancing its growth prospects [13]. Comparison - Ares Capital is considered the better dividend stock at the moment due to its higher dividend yield and more favorable growth outlook compared to Verizon [14]. - Both companies are recommended for income investors, allowing for diversification within high-yield dividend stocks [15].

Group 1 - The core viewpoint of the article highlights the shift in global communication technology leadership from 5G to 6G, emphasizing that this transition is not merely a technical upgrade but a reconfiguration of global technological power dynamics [1][2] - The competition in the 5G era saw the United States lagging not due to a lack of technical capability but because of the strong "technology-market" cycle established by Chinese companies like Huawei and ZTE, supported by China's vast domestic market [2][5] - The U.S. strategy has shifted from attempting to disrupt China's 5G advancements to focusing resources on developing 6G technology, recognizing the need to reclaim technological leadership [2][5] Group 2 - The narrowing gap in 6G patents between the U.S. and China is attributed to the U.S.'s prior investment in millimeter-wave technology and collaborative efforts among tech companies, leading to a significant increase in U.S. 6G patent share from 28% in 2022 to 35.2% in 2025 [5][9] - European and Japanese companies have gradually faded from the communication technology race, with Europe losing its competitive edge since 3G and Japan's focus on component development rather than system-level solutions hindering its 6G capabilities [7][9] - The future of 6G competition will extend beyond patent races to ecosystem development, with China leveraging its existing industrial internet projects and the U.S. focusing on technological innovations like AI integration [9][10]

Group 1 - The article highlights significant announcements in the stock market, including "suspension and resumption of trading, shareholding changes, investment wins, acquisitions, performance reports, unlocks, and high transfers" [1] - Important announcements are marked in red to assist investors in identifying investment hotspots and preventing various black swan events [1] - The article emphasizes the importance of timely information for investors to discern and find suitable listed companies [1] Group 2 - A company is noted for its technological reserves in the 6G field, possessing self-developed aerospace-grade chips that have been successfully applied [1] - Another company is recognized for its products related to storage chips and PCB, with a self-developed liquid cooling solution already supplied to Alibaba [1] - A company associated with Huawei has achieved mass supply of its electronic skin products [1]

Core Insights - The company has achieved significant R&D milestones in the 6G technology sector, including developments in active phased array antennas for Ku/Ka bands, reconfigurable metasurface array antennas, and millimeter-wave radar [1] Group 1 - The company's 6G business is currently in the industrial exploration phase [1]

Core Insights - Verizon has established the 6G Innovation Forum to drive innovation and shape the future of wireless technology, uniting key players in the technology ecosystem [1][2] - The forum aims to develop foundational 6G technologies and establish a resilient 6G ecosystem while ensuring global alignment [1][3] - Verizon's commitment to integrating AI into its operations will continue with the evolution of 6G, enhancing its AI Connect strategy and intelligent edge capabilities [2][4] Industry Developments - The forum will focus on tangible advancements in 6G and explore new use cases, moving beyond theoretical discussions [3] - Verizon is collaborating with global standards bodies like 3GPP to ensure alignment with mainstream 6G development and promote interoperability [5] - Dedicated Verizon 6G Labs will be established in Los Angeles for collaborative research, prototyping, and early trials of 6G technologies [5] Company Performance - Verizon generated revenues of $134.8 billion in 2024, serving millions of customers and nearly all Fortune 500 companies [4] - The company continues to innovate to meet customer demands for mobility, reliable connectivity, and security [4]

Group 1 - Nokia and Kongsberg Defence & Aerospace signed a memorandum of understanding (MoU) to collaborate on tactical communications solutions for the defense sector [1] - The agreement emphasizes the development of deployable 5G solutions for field operations [1] - The collaboration will also explore future technologies such as 6G to enhance situational awareness and military readiness [1]

Group 1 - The core viewpoint of the article highlights the rising interest in 6G technology, as evidenced by the significant stock price increases of several companies in the telecommunications sector [1] - The Ministry of Industry and Information Technology (MIIT) of China has announced plans to accelerate the research, standard formulation, pilot testing, and industrial implementation of 6G technology [1] - There is an emphasis on enhancing international collaboration in the 6G field with regions such as the European Union, South Korea, and India [1] Group 2 - Companies such as Shenglu Communication, Shuo Beid, and Hainengda have seen their stock prices hit the daily limit, indicating strong market sentiment towards 6G-related stocks [1] - Other companies like Chuangyuan Xinke, Benchuan Intelligent, Tongyu Communication, Jinxin Nuo, Xinwei Communication, and ZTE have also experienced rapid stock price increases, showcasing a broader market rally in the telecommunications sector [1]

Group 1 - The 6G Technology and Industry Innovation Forum was held during the Zhongguancun Forum, focusing on "Exploring Technological Trends and Leading Industrial Innovation" [1] - Beijing has made significant advancements in the 6G field, including being the first to issue a provincial-level 6G plan and establishing the world's first communication and intelligence integrated 6G experimental network [3] - The "Beijing 6G Innovation Development White Paper (2025)" outlines the city's strategic goals and resources for 6G technology and industry development [4] Group 2 - The white paper highlights Beijing's role as a core hub for national strategic technology, with over 200 top scholars and 14,000 researchers in the communication field [3] - Beijing has developed a complete industrial chain for 6G, covering network operation, equipment manufacturing, terminal research and development, chip design, and testing instruments [3] - The city has launched the "Beijing 6G Science and Technology Innovation and Industry Cultivation Action Plan (2024-2030)" to support breakthroughs in key technologies and establish a testing and innovation system [4] Group 3 - The forum was co-hosted by various organizations, including the Beijing Municipal Science and Technology Commission and China Mobile Research Institute, aiming to create an influential international platform for 6G technology and industry cooperation [5] - Collaborative efforts include signing a strategic cooperation agreement with China Mobile to establish an innovative research institution and support the construction of key laboratories in the 6G field [4] - The establishment of an end-to-end open testing platform for 6G is intended to facilitate cutting-edge and foundational research, as well as the incubation of original technologies [4]