B[Cheng Fubo, Director of the State-owned Assets Supervision and Administration Commission of the State Council, went to China Mobile to investigate progress in accelerating 6G core technology research and promoting the construction of new generation communication networks] On October 10, Cheng Fubo, Secretary and Director of the Party Committee of the State-owned Assets Supervision and Administration Commission of the State Council, went to China Mobile on October 8 to investigate corporate reform and innovation, party building, and work progress in accelerating 6G core technology research and promoting the construction of new generation communication networks. Cheng Fubo emphasized that China Mobile should focus on the needs of the country and industry trends, strengthen strategic planning, determine the direction of development, and advance cutting-edge technologies that will affect the future, seize the commanding heights of technological development in the cybersecurity and informatization field, and serve as the main force in building a network power and a technological power. A[Lithium battery concept continues to rise, Tianci Materials and other stocks have reached daily limit] On October 9th, lithium battery concept continued to rise during the session, with Tianci Materials and Jinyuan shares hitting the daily limit. Previously, Times Wanheng had five consecutive boards, Longpan Technology, Zizhu Hi-Tech, Corun, Xiongtao shares and other stocks hit the daily limit, and Liwang and Keheng shares rose by more than 10%. In terms of news, according to the latest research on the industry chain, six battery sample companies planned to schedule a total of 214.6GWh in October, a 57% year-on-year increase and a month-on-month increase of 4%. The year-on-year growth rates of positive electrode, negative electrode and electrolyte production are close to or exceeding 48%. B[iPhone 18 Pro "broke" and some "scalpers" quoted prices lower than the launch price] On September 18, Apple's iPhone 18 Pro series was sold for the first time. At about 8 a.m., reporters visited Apple's official retail store in Yitian Holiday Plaza, Nanshan, Shenzhen and found that many consumers were queuing up to pick up the phones outside the store. Due to product planning adjustments, Apple has not yet launched the basic model of iPhone 18. This time it will launch two new models, iPhone 18 Pro and iPhone 18 Pro Max, with starting prices of 9,999 yuan and 10,999 yuan respectively. Outside the store, many recyclers, commonly known as "scalpers" in the market, were collecting machines on site. The reporter saw on the spot that the overall repurchase market for iPhone 18 Pro was sluggish. Some people simply refused to buy iPhone 18 Pro. Some of the repurchase prices were even lower than Apple's official starting price, and the price was "broken" on the first sales day. The recycling market of the iPhone 18 Pro Max 256GB and 512GB versions is better than other versions, while the market of the 1TB and 2TB high-capacity versions is stagnant. (China Securities News) B[Resource prices have climbed to historical peaks This week, the industry's DDR5 memory modules have increased slightly following the increase in costs] "Science and Technology Innovation Board Daily" reported on the 15th that as time has entered the end of the third quarter, after nearly three months of continuous increase in resources, the industry's DDR5 secondary particles and embedded LP resources have risen to historical levels. However, the industry's DDR5 memory modules and LP4X/5X finished products have reached their limits due to customer price tolerance. Facing the demand for continued shrinkage, some storage manufacturers have begun to slow down resource procurement. The state of "low demand, low stocking, and low shipments" may continue for some time in the future. In the past six months since September last year, the secondary particles suitable for the industry's DDR5 memory modules have grown at a cumulative growth rate of more than 6 times. In late March, the price fell for a month and then continued to trade sideways. At the beginning of the third quarter, the price stopped falling and rebounded. The continued rise caused the price of DDR5 secondary particles to hit a record high. Faced with the rolling increase in costs, industry manufacturers have increased related finished products in stages. However, the excessively high product prices are facing more customer resistance. Only a few overseas customers can still accept the high prices. This week, the price of 8GB/16GB DDR5 memory modules in the industry increased slightly. Currently, more and more PC OEMs are evaluating switching more products to downgrade solutions to cope with cost pressures. Changes in customer demand will also make shipments more difficult. In the future, industry storage manufacturers will be more cautious about stocking up on high-priced resources. (flash market) B[In August, domestic power battery installed capacity was 79.0GWh, a year-on-year increase of 26.3%] On September 15, data from the China Automotive Power Battery Industry Innovation Alliance showed that in August, domestic power battery installed capacity was 79.0GWh, a month-on-month increase of 5.9%, and a year-on-year increase of 26.3%. Among them, the installed volume of ternary batteries was 11.0GWh, accounting for 14.0% of the total installed volume, a decrease of 1.0% month-on-month, and a year-on-year increase of 0.9%; the installed volume of lithium iron phosphate batteries was 67.6GWh, accounting for 85.6% of the total installed volume, a month-on-month increase of 7.0%, and a year-on-year increase of 31.0%. From January to August, the cumulative installed volume of domestic power batteries was 489.1GWh, a cumulative year-on-year increase of 17.0%. Among them, the cumulative installed volume of ternary batteries is 85.6GWh, accounting for 17.5% of the total installed volume, with a cumulative year-on-year growth of 10.6%; the cumulative installed volume of lithium iron phosphate batteries is 402.7GWh, accounting for 82.3% of the total installed volume, with a cumulative year-on-year growth of 18.3%. B[Beijing 6G Air, Space and Ground Integrated Laboratory Officially Released] September 13th, according to "Beijing Yizhuang" news, the connection sub-forum of the 2026 China Unicom Partner Conference was recently held in Shanghai. At the meeting, under the guidance of relevant departments in Beijing, the China Unicom Research Institute, located in the Beijing Economic Development Zone (Yizhuang, Beijing), joined forces with Galaxy Aerospace, ZTE Digital Nebula, Blue Arrow Hongqing and other companies in the area to jointly launch the Beijing 6G Air, Space and Ground Integrated Laboratory. B[iPhone 18 Pro series sold out on multiple e-commerce platforms] On September 12, Apple’s new products officially opened for pre-sale at 8 pm on September 12, and the first night of pre-sale for the iPhone 18 Pro series was staged. While consumers flocked to various platforms to snap up purchases, the first batch of supplies of many popular models were sold out on different e-commerce platforms, with obvious price premiums. The average transaction price of the iPhone 18 Pro Max 256GB in burgundy was 12,799 yuan, an increase of 1,800 yuan, or 16.4%; the average transaction price of the 256GB silver version was 13,999 yuan, an increase of 3,000 yuan, or 27.3%. On the other hand, as of press time, the iPhone 18 Pro series is still available for pre-order on the official website in some regions, and can be picked up on the same day it goes on sale. B[Qualcomm: Continue to promote 6G for the AI era and prepare for commercial use in 2029] On September 11, reporters learned from Qualcomm that Qualcomm is continuing to promote the research and development of 6G technology for the AI era. In Qualcomm’s view, the evolution towards “AI native 6G” will not only occur in the connection itself, but will also further expand to computing and perception. In terms of connectivity, Qualcomm focuses on new frequency bands, larger bandwidths and ultra-large-scale MIMO (Giga-MIMO) to significantly improve network capacity and uplink capabilities; in terms of computing, Qualcomm joins hands with the industry to further extend energy-efficient computing from the cloud to the edge of the network, allowing the network itself to participate more in AI computing and intelligent collaboration; in terms of perception, Qualcomm uses large bandwidth to achieve radio frequency sensing and integrates it with cameras and other modes to build a digital twin of the physical world to provide support for scenarios such as smart cities and autonomous driving. It is reported that for future connections, Qualcomm has reached a 6G development consensus with nearly 60 leading companies around the world, nearly one-third of which are Chinese companies, to jointly promote 6G technology research and development and industry collaboration to prepare for commercial use in 2029. B[Hubei: Promote the expansion of "optical core screen terminal network" to "sensor memory transmission computing" and accelerate the construction of the "World Optical Valley"] On September 10, the Hubei Provincial People's Government issued the "15th Five-Year Plan for the Construction of Digital Hubei". The plan points out that the digital industry doubling project will be implemented. We will strengthen the pillar industry of optoelectronic information, promote the expansion of "optical core screen terminal network" into "sense memory transmission and computing", deepen collaboration with industries such as intelligent connected cars, and accelerate the construction of the "World Optics Valley". Cultivate emerging industries such as artificial intelligence, low-altitude economy, and space-time intelligence, and lay out future industries such as embodied intelligence, 6G, brain science, and brain-computer interfaces. Implement a new gradient cultivation plan for digital intelligence education and cultivate more than 500 innovative enterprises in the digital economy. Promote the upgrading of digital industrial parks and create five or more tens-billion-level digital industry clusters. B[Apple responds to removing iPhone 17 Pro from shelves and increasing prices of older iPhones] September 10th, after Apple’s autumn conference on September 10, reporters searched Apple’s official website and found that only iPhone Air, iPhone 17, iPhone 17e, and iPhone 16 are currently on sale, and the iPhone 17 Pro series has been removed from shelves. In this regard, the reporter consulted Apple's official customer service as a consumer, and the customer service said that when new products are released, the iPhone 17Pro series will be taken off the shelves, leaving only the basic models for sale. Apple customer service made it clear that it would not be relisted. What should I do if I want to buy iPhone17Pro? Customer service gave me two options. First, you can go to offline directly-operated stores to see if they have the goods, and secondly, you can check online. In addition, Apple’s official customer service responded that the price of older iPhones on sale has increased due to rising material costs. According to consumer statistics, iPhone Air: the 256GB/512GB version has increased by 800 yuan, and the 1TB version has increased by 2,300 yuan; iPhone 17: a unified increase of 800 yuan; iPhone 17e: a unified increase of 800 yuan; iPhone 16: the 128GB version has increased by 600 yuan. (China-Singapore Jingwei) B[Beijing: Improve the energy level of high-speed communication networks and plan ahead for future communication networks] On September 9, the Beijing Municipal People's Government issued the "Beijing Digital Economy Development Plan during the 15th Five-Year Plan Period." It pointed out that the energy level of high-speed communication networks should be improved. Build the world's leading "double 10G" city and achieve continuous coverage of 5G-A and 10G optical networks across the entire region. Promote the construction and operation of the new national (Beijing) Internet exchange center and create an all-optical backbone intelligent network. Promote the deployment of Beijing's quantum metropolitan area network and cover key scenarios such as core government areas on demand. Accelerate the upgrade of Internet Protocol version 6 (IPv6) for infrastructure such as fixed networks, mobile networks, and the Internet of Things, and fully support IPv6. Plan ahead for future communications networks. Build a low-orbit satellite Internet system, promote the deep integration of 5G, 6G (sixth generation mobile communications) and satellite communications, and create an integrated air, space and ground network. Promote the deployment of 6G trial networks and cultivate a full-chain industry of R&D, testing, and operation. B[Beijing: Build high-performance integrated computing power infrastructure and focus on intelligent computing power] On September 9, the Beijing Municipal People’s Government issued the “Beijing High-Precision and Advanced Industry Development Plan during the 15th Five-Year Plan Period.” It pointed out that we will build high-level information network infrastructure, build the fifth-generation mobile communications and evolution (5G/5G-A) industrial Internet system, promote the large-scale application of the national top node (Beijing) for industrial Internet identification analysis, carry out the construction of 6G test network, and lay out a radio spectrum technology innovation center. Build high-performance integrated computing power infrastructure, focus on deploying intelligent computing power, accelerate the construction of the Beijing-Tianjin-Hebei "Galaxy Computing Corridor" project, and deepen computing network integration and computing and computing collaboration. Build high-quality data circulation infrastructure, promote the construction of trusted data spaces for high-precision industries, implement industrial data foundation building actions, coordinate the construction of high-quality industry data sets, and create an integrated platform for "digital computing, modeling and application". Create green and low-carbon energy infrastructure, encourage industrial parks and corporate factories to build distributed photovoltaic power generation, ground source heat pumps and other new energy and renewable energy utilization facilities, build multi-energy complementary green smart microgrids and smart energy and carbon management platforms, and improve green power supply capabilities. Build intelligent industrial safety infrastructure, promote the construction model of enterprise smart safety emergency centers according to local conditions, and improve public safety production facilities such as intelligent storage of dangerous goods. B[Beijing: Accelerate the creation of new products in fields such as quantum technology, brain-computer interfaces, and sixth-generation mobile communications] On September 9, the Beijing Municipal People's Government issued the "Beijing High-Precision Industry Development Plan during the 15th Five-Year Plan Period." It pointed out that the future industrial growth matrix should be cultivated. Focusing on the six directions of future information, future health, future manufacturing, future energy, future materials, and future space, we will build a future industry growth matrix that "continues kinetic energy, stimulates potential, and leads with foresight." The kinetic energy continuity matrix focuses on product iterative optimization and large-scale application, and continues to promote embodied intelligent robots, hydrogen energy, bio-manufacturing, etc. to become new economic growth points. The potential stimulation matrix focuses on engineering organization and scenario verification to accelerate the creation of new products in fields such as quantum technology, brain-computer interfaces, and sixth-generation mobile communications (6G). The forward-looking leadership phalanx focuses on the layout of multiple technological routes and expands first-mover advantages in areas such as space computing power, atomic-level manufacturing, and brain-inspired intelligence. Promote the gathering of innovative elements such as talents, funds, and data, strengthen the construction of future industry pilot areas and new education platforms, adhere to dynamic layout and array development, and always maintain the leadership in future industries. B[Partial differentiation in the storage spot market, channel and industry memory stick prices generally rose, and some industries' SSD prices turned downward] "Science and Technology Innovation Board Daily" reported on the 9th that since June, domestic DDR5 secondary particles have continued to rise, with prices rising by nearly 20%. The price difference between overseas and domestic DDR5 secondary particles of the same capacity has narrowed significantly, and industry manufacturers continue to appropriately reflect procurement costs into related DDR5 memory sticks. The price of 8GB/16GB DDR5 memory modules in the industry increased slightly this week. However, the continued rise in the price of DDR5 memory modules has led to further intensification of resistance from industry customers. When the vast majority of customers can no longer accept such high prices, more customers may switch to lower-grade solutions in the future. In terms of SSD, although the price of original NAND resources has not loosened and the pressure on production costs is still huge, customer demand in non-head PC OEM, industrial control and other industries is sluggish. Industry manufacturers have provided certain price support for some products to promote shipments. This week, the prices of 256GB/512GB SATA and PCIe 3.0 SSD in the industry have been slightly reduced. (flash market) B[Dingyang Technology: Released a new generation of flagship high-performance arbitrary waveform generator] On September 7, Dingyang Technology (688112.SH) announced that the company released a new generation of flagship high-performance arbitrary waveform generator SDG8100A series and modular arbitrary waveform generators MA024A/MA034A/MA054A (PXIe board form) and MA024A-U/MA034A-U/MA054A-U (USB Compact form), focusing on high-performance, high-speed signal generation and modular system integration needs. Both series cover application scenarios such as high-speed electronics, wireless communications, automotive electronics, new energy, advanced computing, and scientific research and education, providing more flexible solutions for complex signal generation, high-speed device testing, and automated test system construction. The SDG8100A desktop model supports 2/4 channels of analog output, with a maximum output frequency and signal bandwidth of 8GHz, a maximum sampling rate of 20GSa/s, a 16‑bit vertical resolution and a 16Gpts waveform storage depth; the modular series of products provides two forms of PXIe boards and USB compact devices. A single board provides 4 channels of analog signal output, supports a maximum sampling rate of 2.4GSa/s, 16‑bit vertical resolution and a maximum of 512Mpts Waveform storage, and large-scale multi-channel synchronized signal output can be achieved through multi-module collaboration. The release of two new products will help enhance the company's core competitiveness and have a positive impact on the company's future development. B[Ministry of Industry and Information Technology: Improve low-orbit satellite Internet capabilities and achieve global satellite broadband communication network coverage] On September 7, the Ministry of Industry and Information Technology issued the "15th Five-Year Plan for the Development of the Information and Communications Industry." It mentioned that improving the Internet capabilities of low-orbit satellites. Achieve global satellite broadband communication network coverage, improve low-orbit satellite payload functions and performance, achieve single-star capacity exceeding 100 Gbps, support core capabilities such as inter-satellite links and on-board processing, and provide high-speed satellite Internet services. Lay out the star-ground interconnection center. Strengthen the nationwide layout, safely and orderly guide cross-network traffic between satellite communication networks, terrestrial communication networks, and satellite communication networks, and promote efficient interconnection of space and ground infrastructure. Deepen commercial trials of satellite IoT. Carry out verification and evaluation of key technologies and equipment, promote the application of satellite Internet of Things, and provide wide-area connections between air, space, ground and sea for various equipment and transportation vehicles. Promote mobile phone direct connection to satellite applications. Promote deep integration with terrestrial 5G/6G mobile communication networks, and timely carry out direct-connect satellite applications for existing mobile phones and direct-connect satellite applications for mobile phones and other terminal devices based on non-terrestrial networks (NTN).
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