天保基建：2021年第三季度报告

艾媒报告|2019-2025全球5G产业发展趋势与商业应用模式研究报告

本报告研究涉及企业/品牌/案例：华为,电信，国脉科技，杰赛科技，恒泰实达，吉大通信，通宇通讯，京信通信，摩比发展（港股），东山精密，盛路通信，飞荣达，摩比发展（港股），东山精密，盛路通信，飞荣达，光迅科技，中际旭创，新易盛，天孚通信，剑桥科技，中兴通讯，诺基亚（美股），爱立信（美股），海格通信，宜通世纪，中富通，超讯通信，中通国脉，吉大通信，纵横通信

全球主要经济体加速推进5G商用落地，目前中国5G产业已形成规划、建设、运营和应用四大产业链环节，产业发展前景广阔，预计2025年中国5G连接数将达4.28亿个，带动直接经济产出达3.3万亿元。iiMedia Research（艾媒咨询）监测发现，2018年中国5G产业链各个环节相关企业营收均超亿元，发展态势良好。调查显示，有73.0%的网民看好5G技术未来发展，智能制造、车辆网、无线医疗是网民关注热点领域。而资本市场也积极关注5G产业生态圈，随着5G融入多项技术的程度加深，未来5G在传统行业的创新应用将成为重要的经济增长点，智慧出行、智慧医疗等下游应用率先成投资热点。

Major global economies have accelerated the promotion of 5G commercial landing. At present, China's 5G industry has formed four major industrial chains: planning, construction, operation and application. The industry has broad prospects for development. It is estimated that the number of 5G links in China will reach 428 million in 2025, and the direct economic output will reach 3.3 trillion yuan. IiMedia Research (Ai Media Consulting) monitoring found that in 2018, China's 5G industry chain in all aspects of the relevant enterprises revenue exceeded 100 million yuan, the development trend is good. According to the survey, 73.0% of the netizens are optimistic about the future development of 5G technology. Intelligent manufacturing, vehicle network and wireless medical treatment are the hotspots of netizens'attention. The capital market also pays close attention to the 5G industrial ecosphere. With the deepening integration of 5G into many technologies, the innovative application of 5G in traditional industries will become an important economic growth point in the future, and downstream applications such as smart travel and smart medical treatment will be the first investment hotspot.

艾媒报告|2019-2021年中国5G手机行业发展现状及产业链分析报告

本报告研究涉及企业/品牌/案例：华为，小米，vivo，OPPO，中国移动，中国联通，中国电信，苹果，诺基亚，魅族，三星，一加，红米，荣耀，高通，联发科，紫光展锐，英特尔，Broadcom，Skyworks，Qorvo，Murate，LG，三洋，宁德时代，比亚迪，NanoGraf，京东方，深天马A，华星光电

随着智能手机的不断普及，4G市场饱和趋势已经显现，5G商用的落地将带动5G手机发展，为手机产业带来新的活力。iiMedia Research（艾媒咨询）数据显示，预计2020-2023年将会出现5G手机的换机潮，2023年全球5G智能手机出货量将会增至40130万台。目前，华为、VO、小米等中国手机品牌都已经参与了5G市场争夺战。并且，5G手机将进一步带动产业链上下游发展，上游的元器件制造商、中游的通信设备商和下游的终端厂商都将收益，预计2025年5G相关产品和服务市场规模将达到1.15万亿元。艾媒咨询分析师认为，在政策利好、经济繁荣、技术发展和社会需求扩大的背景下，5G手机行业将会加速发展，具备较强技术实力和经济实力的玩家有望成为赛道领跑者，行业头部效应逐渐凸显。

With the continuous popularization of smart phones, the saturation trend of 4G market has emerged. The landing of 5G commercial will drive the development of 5G mobile phones and bring new vitality to the mobile phone industry. IiMedia Research (AI Media Consulting) data show that it is expected that there will be a change of 5G mobile phones in 2020-2023, and the global shipment of 5G smart phones will increase to 401.3 million units in 2023. At present, Huawei, VO, Xiaomi and other Chinese mobile phone brands have all taken part in the 5G market battle. In addition, 5G mobile phones will further drive the development of the upstream and downstream of the industrial chain. The upstream component manufacturers, the middle-stream communication equipment manufacturers and the downstream terminal manufacturers will all benefit. It is estimated that the market size of 5G related products and services will reach 1.15 trillion yuan in 2025. Ai Mei's consulting analysts believe that under the background of favorable policies, economic prosperity, technological development and expanding social demand, the 5G mobile phone industry will accelerate its development. Players with strong technological and economic strength are expected to become track leaders and the head effect of the industry will gradually become prominent.

艾媒舆情|2020中国“新冠疫期”通信行业社会责任行为监测报告

本报告研究涉及企业/品牌/案例：中国电信，中国移动，中国联通，华为，中兴通讯；其他提及企业/品牌：vivo，OPPO，小米，苹果

2020新冠疫情的到来给中国社会经济造成冲击，对人们生活也带来影响，疫情防控期间，群众外出情况大幅度减少，同时各地倡导远程办公就学。在此期间，中国通信业企业通过基础支持、款项捐赠，展现社会公益和树立良好形象，发展成熟的通信行业也呈现在公众之中。

The arrival of the new crown epidemic in 2020 will have an impact on China's society and economy, and will also affect people's lives. During the epidemic prevention and control, the number of people going out has greatly reduced, and remote offices have been promoted in various places. During this period, Chinese telecommunications enterprises demonstrated social welfare and established a good image through basic support and donation of funds, and the mature communications industry also appeared among the public.

艾媒咨询|2020年中国新基建时代人工智能产业发展报告

本报告研究涉及企业/品牌/案例：创新奇智，商汤科技，云天励飞。

在新基建的浪潮下，人工智能加速与大数据、云计算、5G、物联网等新兴技术双向赋能、深度协同，技术商业化进程逐渐加速。数据显示，2019年中国人工智能核心产业规模超过510亿元，预计2030年将超过10000亿元。艾媒咨询分析师认为，2020年国家新基建战略的出台将从政策资源、技术生态、应用场景等多个方面助力人工智能全面产业化，核心产业规模将继续强劲增长。人工智能在横向与纵向皆迅速迭代拓展，人工智能企业将迎来百花齐放的局面。但机遇的来临往往裹挟着挑战，诸如数据安全、隐私保护、过程监管等问题不容忽视。艾媒咨询分析师认为，技术是把双刃剑，需要配套的治理规范体系，才能确保相关产业的持续健康发展。市场对风险关切度的提升将加速驱动相关治理体系出台。

With the development of new infrastructure, artificial intelligence is accelerating two-way empowerment and in-depth collaboration with emerging technologies such as big data, cloud computing, 5G and the Internet of Things. The process of technology commercialization is gradually accelerating. As the data showed, the scale of China's core artificial intelligence industry exceeded 51 billion yuan in 2019 and is expected to exceed 1 trillion yuan in 2030. iiMedia consulting analysts believe that the launch of the new infrastructure strategy in 2020 will facilitate the full industrialization of artificial intelligence from policy resources, technology ecology, application scenarios and other aspects. The scale of core industries will continue to grow strongly. Artificial intelligence rapidly expands in both horizontal and vertica. Artificial intelligence enterprises booms in related fields. But opportunities often come with challenges, such as data security, privacy protection, process supervision and other issues can not be ignored. iiMedia consulting analysts believe that technology is a double-edged sword, which requires a supporting regulatory system to ensure the sustainable and healthy development of related industries. The improvement of the market's risk sensitivity will accelerate the introduction of relevant governance systems.

天地源股份有限公司2021年第三季度报告

艾媒研报 |中国5G产业及5G概念股研究报告

5G作为中国的重点发展战略，预计到2025年中国5G资本支出将达到1.5万亿元(约合2230亿美元)，有望带动国家直接经济产出6.3万亿元。总体而言，5G产业链由规划设计、基础设施建设、网络运营、产品及终端应用四大环节组成，无线主设备及传输设备这两部分占据通信网络产业链的大部分价值量。5G概念重要代表企业有中兴通讯(000063.SZ)、亨通光电(600487.SH)等。

China's 5G construction is in the leading position in the world. In the distribution of 5G industrial chain, wireless main equipment and transmission equipment occupy most of the value of the industrial chain. However, the threshold of network planning and design is high, and private design institutes need to be upgraded. In terms of wireless main equipment, antennas and PCBs are rising in volume and price, and the demand for small base stations is exploding. At the same time, 5G construction will continue to benefit transmission network equipment.

深天地Ａ：2021年第三季度报告

艾媒报告 |2019中国AIoT行业前沿应用及前景预判分析报告

本报告研究涉及企业/品牌/案例：水晶光电，因特尔，IBM，google华为云，百度云，腾讯云，阿里云，旷视，科大讯飞，SHARP，中国移动，中国联通，中国电信，中兴，美的，海尔，小米，小i机器人，创维数字，Homekit,smartThings,京东微联，天猫，淘宝，苏宁，点名时间，微信，微博，欧瑞博，奕至家居，毫米科技，至家，汇晶智能，三维家，绿米，Amazon


AIoT的应用场景不断丰富，2019年在中国主要分布于智慧家居、智慧城市、智慧零售和智慧制造四项应用场景中。目前，智能家居被视为新的互联网应用入口，应用场景相对广泛，包括影音娱乐、家庭安防、智能卫浴、智能厨房、智能睡眠等。亚马逊、阿里、喜马拉雅、小米、美的、海尔等各类企业都开始布局相关应用。智慧交通成为智慧城市服务的重要应用，艾媒商情舆情监测系统数据显示，广东、重庆、北京网民最关注智慧交通问题。艾媒咨询分析师认为，随着5G临时牌照发放和商用步伐的加快，中短期内将率先带动AIoT产业技术进步和场景丰富，在带动中国经济产出、提供就业机会等方面将发挥重要作用。


The application scenarios of AIoT are constantly enriched. In 2019, it was mainly distributed in four application scenarios: smart home, smart city, smart retail and smart manufacturing. At present, smart home is regarded as a new Internet application portal, and the application scenarios are relatively wide, including audio and video entertainment, home security, smart bathroom, smart kitchen, smart sleep and so on. Amazon, Ali, Himalayan, Xiaomi, Midea, Haier and other companies have begun to deploy related applications. Smart transportation has become an important application of smart city service. iiMedia public opinion monitoring system shows that netizens in Guangdong, Chongqing and Beijing are most concerned about smart transportation. iiMedia Consulting analysts believe that with the acceleration of the 5G temporary license issuance and the pace of commercialization, the medium and short-term will take the lead in driving the technological progress and rich scenes of the AioT industry, which will play an important role in driving China's economic output and providing employment opportunities.

艾媒报告 | 2018中国5G产业市场与商业应用模式研究报告

2030年，5G带动的直接产出和间接产出预计将分别达到6.3万亿元和10.6万亿元。艾媒咨询分析师认为， 随着国家对5G技术科技创新投入和支持，与5G有关的热点层出不穷，未来中国5G技术有望进一步提升。