A[Qualcomm expects first-quarter revenue of US$10.4 billion to US$11.2 billion, with an estimate of US$10.55 billion] Qualcomm expects first-quarter revenue of US$10.4 billion to US$11.2 billion, with an estimate of US$10.55 billion; adjusted earnings per share are expected to be US$2.15 to US$2.35, with an estimate of US$2.32. Qualcomm's adjusted earnings per share in the fourth fiscal quarter were US$2.17, compared with US$3 in the same period last year, and the estimate was US$2.16; adjusted revenue was US$10.44 billion, -7.3% year-on-year, and the estimate was US$10.12 billion; Internet of Things revenue was US$1.89 billion. , +4.5% year-on-year, estimated at US$1.84 billion; automotive division revenue was US$1.99 billion, +89% year-on-year, estimated at US$1.69 billion; adjusted operating income was US$2.77 billion, -27% year-on-year, estimated at US$2.73 billion. B[Five departments: Accelerate the full coverage of digital consumption facilities and strengthen the construction and transformation of green consumption facilities] On October 30, five departments including the National Development and Reform Commission issued the "Guiding Opinions on Strengthening the Construction of Consumption Infrastructure and Promoting Positive Interactions in Consumption Investment." It pointed out that the full coverage of digital consumption facilities should be accelerated. Promote in-depth coverage of 5G, gigabit optical networks, Internet of Things, and cloud computing in consumer places such as commodity trading markets, commercial districts, and scenic spots to achieve high-speed network access, intelligent business perception, and global data interoperability. Support the construction of smart business districts, smart markets, and smart stores, promote the intelligent upgrade of consumer terminals, and popularize smart cashiers, self-service terminals, smart electronic price tags and other facilities. Encourage the construction of regional consumer service platforms, agricultural product production and sales docking platforms, online and offline integrated consumption platforms, and integrate functions such as product sales, service reservations, logistics distribution, promotional activities, and consumer rights protection.
Strengthen the construction and renovation of green consumption facilities. Vigorously develop green markets, green neighborhoods, green shopping malls, and green hotels, promote energy-saving and carbon-reduction renovations in various consumer places, and promote the use of energy-saving air conditioners, efficient lighting, water-saving appliances, intelligent energy-saving control systems, and renewable energy utilization facilities. Encourage the construction of garbage classification and recycling points, recyclable packaging recycling points, waste material recycling stations, professional green sorting centers, and second-hand commodity markets. B[Five departments: Encourage the construction of regional consumer service platforms, agricultural product production and marketing docking platforms, and online and offline integrated consumption platforms] On October 30, the National Development and Reform Commission and other departments issued the "Guiding Opinions on Strengthening the Construction of Consumption Infrastructure and Promoting Positive Interactions in Consumption Investment." It is mentioned that accelerating the full coverage of digital consumption facilities. Promote in-depth coverage of 5G, gigabit optical networks, Internet of Things, and cloud computing in consumer places such as commodity trading markets, commercial districts, and scenic spots to achieve high-speed network access, intelligent business perception, and global data interoperability. Support the construction of smart business districts, smart markets, and smart stores, promote the intelligent upgrade of consumer terminals, and popularize smart cashiers, self-service terminals, smart electronic price tags and other facilities. Encourage the construction of regional consumer service platforms, agricultural product production and sales docking platforms, online and offline integrated consumption platforms, and integrate functions such as product sales, service reservations, logistics distribution, promotional activities, and consumer rights protection. B[Ministry of Industry and Information Technology: Timely study to further expand the opening up of value-added telecommunications services as a pilot project] On October 20, the State Council Information Office held a press conference on the 20th to introduce the development of industry and information technology in the first three quarters of 2026. Xie Cun, director of the Information and Communications Administration Bureau of the Ministry of Industry and Information Technology, said that in the first three quarters of this year, the development of the information and communications industry was generally stable. The total volume of telecommunications business in the first three quarters increased by 7.3% year-on-year, and Internet business revenue increased by 8.9% year-on-year from January to August. In terms of computing power facilities, as of the end of September 2026, China's intelligent computing power reached 2,592 EFLOPS, a year-on-year increase of 146%, which strongly supports the rapid development of China's artificial intelligence industry and continues to unleash the vitality of industry development. In the next step, the Ministry of Industry and Information Technology will work hard to promote the quality and upgrading of the information and communications industry. The first is to stabilize investment, seize opportunities for the construction of new generation communication networks, plan and implement a number of strategic, guiding, and breakthrough major engineering projects, accelerate the expansion and improvement of computing power facilities, and consolidate the network and computing power base for the development of advanced manufacturing;
The second is to focus on innovation, proactively lay out 6G technological innovation, strengthen the construction of the new generation communication network standard system, deepen the innovation of 5G industrial Internet applications, promote the integration innovation of information communication and artificial intelligence, the integration and empowerment of industrial Internet and artificial intelligence, build high-level urban pilot projects for 5G+industrial Internet integrated application, and deeply empower advanced manufacturing; the third is to promote openness, support more qualified enterprises to apply for commercial trials of satellite IoT services, and timely study to further expand the opening of value-added telecommunications services. B[Ministry of Industry and Information Technology: China's smart computing power scale reached 2592EFLOPS at the end of September, a year-on-year increase of 146%] On October 20, at a press conference held by the State Council Information Office, reporters learned that the development of the information and communication industry was generally stable in the first three quarters of this year. The total telecommunications business volume in the first three quarters increased by 7.3% year-on-year, and Internet business revenue increased by 8.9% year-on-year from January to August. China has built 5.254 million 5G base stations, 5G-A network coverage is gradually advancing, Gigabit optical network 10G PON ports have reached 33.4 million, and 10G optical network has been piloted in communities, factories, parks and other scenarios. In terms of computing power facilities, as of the end of September 2026, China's intelligent computing power scale reached 2592EFLOPS, a year-on-year increase of 146%, which strongly supports the rapid development of China's artificial intelligence industry.
China Telecom, China Mobile and China Unicom, the three basic telecommunications companies, all rank among the top ten in the world in terms of revenue; 204,000 companies have been granted telecommunications business licenses, a year-on-year increase of 7.3%; the pilot program for expanding the opening up of value-added telecommunications services has been steadily implemented. As of the end of September, the number of foreign-invested telecommunications companies has reached 3,455, an increase of 25% over the same period last year. A commercial trial of satellite Internet of Things business was organized, and two private companies were approved to carry out relevant pilot business.
Breakthroughs in key technology research and development were achieved. Actively carry out 6G technology trials, promote the optimization and maturity of key technologies, and lay a solid foundation for the development of 6G technology sources and international standards. Test results show that the wireless intelligent concept prototype increases communication capacity by more than 20% compared with traditional equipment. Guide the establishment of the ION-2030 (intelligent optical network) promotion group, publish relevant technical reports at the ITU, and accelerate research on next-generation optical network standards for 2030 and beyond.
The scope of converged applications continues to expand. Deeply implement the 5G application "Sail" action upgrade plan, issue the "Implementation Opinions on Promoting the High-Quality Development of the Industrial Internet", orderly carry out industrial 5G independent private network pilots, and continue to promote 5G and industrial Internet to empower thousands of industries. At present, 5G has been integrated into all 97 major categories of the national economy, and the industrial Internet has covered all 41 major industrial categories. More than 26,000 industrial 5G private networks and 1,260 5G factories have been built. B[Four departments will carry out regular supervision and law enforcement to comprehensively control cheating at gas pumps] October 16th, the reporter learned today that according to the guidance jointly issued by the State Administration for Market Regulation, the Ministry of Public Security, the Ministry of Commerce, and the State Administration of Taxation in July this year, relevant departments will carry out regular supervision and law enforcement against cheating at gas pumps. The State Administration for Market Regulation will strengthen supervision at the source of production, consolidate the main responsibilities of gas pump manufacturers and gas station operators, and urge them to strictly implement the type approval and anti-cheating requirements for measuring instruments. Cooperate with relevant departments to explore and establish a mechanism for upgrading the software and hardware of gas pumps, and promote the update and iteration of anti-cheating technical standards. Resolutely cut off the black and gray industrial chain that knowingly participates in cheating equipment modification and software cracking, and fortify the entire chain from production, sales to use, increase the cost of illegal activities and reduce the motivation for cheating. At the same time, cross-department data sharing application pilots will be carried out through big data, Internet of Things and other technical means, and data sharing with public security, taxation, commerce and other departments will be deepened.
In addition, it guides various localities to establish a normalized mechanism for reporting clues and assisting in investigation and cooperation of cross-regional cases, and at the same time establishing rules and regulations to solve the problem of "qualitative difficulty" in grassroots law enforcement. In view of the pain points faced by grass-roots law enforcement such as difficulty in obtaining evidence and characterization, we should speed up the promulgation of fuel pump cheating law enforcement guidelines and electronic data evidence collection standards, unify national law enforcement standards and discretionary standards, and allow grassroots to have "rules and regulations to follow" when handling such high-tech law enforcement cases.
The Ministry of Public Security will rely on the "Clean Network" special operation to continue to intensify its crackdown on illegal and criminal activities involving gas pump cheating. It will keep a close eye on key links such as motherboard production, technology development, agency sales, installation and commissioning, and illegal use. It will strengthen precise crackdowns and dig deep into the gangs behind the scenes to ensure a thorough investigation.
In the next step, the State Administration of Taxation will rely on the multi-department normalized data sharing mechanism to obtain data on hazardous chemicals road transportation in batches, continue to improve and improve the risk indicator model based on taxation big data, and conduct regular scanning "physical examinations" at gas stations to accurately identify and respond to risks in a timely manner, so that criminals and violations of laws and regulations "have no way to hide." (CCTV News) B[Shanghai: Promote the agglomeration and growth of new energy vehicles, new energy storage, smart grids, and high-efficiency energy-saving equipment industries] On October 13, the General Office of the Shanghai Municipal People's Government issued the "Shanghai 15th Five-Year Plan for Energy Saving, Carbon Reduction, and Circular Economy Development." It is proposed to strengthen the agglomeration of green and low-carbon advantageous industries. Promote the agglomeration and expansion of new energy vehicles, new energy storage, smart grids, and high-efficiency energy-saving equipment industries. Accelerate the construction of major industrial projects such as green methanol, sustainable aviation fuel, and superconducting strips. Promote the deep integration of digitalization and greening, and use new generation information technologies such as artificial intelligence, big data, and the Internet of Things to generate new business formats and models such as smart energy and green manufacturing. Support and cultivate a group of green and low-carbon technical service institutions with high professionalism, strong innovation and great influence, and encourage the development of carbon-related accounting, evaluation, certification, management, consulting and other businesses. Promote the innovation of green financial products and tools, and encourage relevant enterprises and social capital to establish green and low-carbon industry funds. B[National Railway Administration: Carry out research on the application of artificial intelligence technology in trains, infrastructure, operation and maintenance systems] On October 12, the National Railway Administration issued the "15th Five-Year Plan for Railway Science and Technology Innovation". It mentioned that basic research on the application of "artificial intelligence + railway" should be deepened. Based on technologies such as artificial intelligence, the Internet of Things, big data and cloud computing, and using massive data on railway operations and maintenance, a railway-specific artificial intelligence model capable of accurate prediction and intelligent decision-making is established. Carry out research on the application of artificial intelligence technology in trains, infrastructure and operation and maintenance systems, explore the digital upgrade application of artificial intelligence technology in trains, infrastructure and intelligent operation and maintenance, and achieve safe online assessment of train operations and personalized service customization. Strengthen research on full-scenario system safety assurance technology, continue to carry out research on constitutive safety, active safety and information security of railway equipment, and accelerate the construction of system solutions for full life cycle services. Build a digital platform for railway industry supervision and build an "artificial intelligence + railway" national-level safety evaluation and risk assessment system. B[National Bureau of Statistics: Electronics industry profits increased 1.1 times year-on-year from January to August, contributing 62.0% to the profit growth of all industrial enterprises above designated size] On September 28, Yu Weining, chief statistician of the Industrial Department of the National Bureau of Statistics, interpreted the profit data of industrial enterprises from January to August 2026. The electronics industry has significantly contributed to profit growth. The application of new technologies represented by artificial intelligence has accelerated its expansion, driving the expansion of demand in related fields and promoting the rapid growth of profits in the electronics industry. From January to August, the profits of the electronics industry increased 1.1 times year-on-year, contributing 62.0% to the profit growth of all industrial enterprises above designated size. It is an important support for the rapid growth of profits of industrial enterprises above designated size. Among them, emerging scenarios such as new energy vehicles, the Internet of Things, and computing power centers have driven increased demand for chips. The profits of the related optoelectronic device manufacturing and semiconductor discrete device manufacturing industries have increased by 72.0% and 51.8% respectively. The rapid development of electronic basic raw materials has driven the profits of electronic special materials manufacturing and electronic circuit manufacturing industries to increase by 2.3 times and 49.1% respectively. B[Shandong issued smart agriculture implementation opinions, focusing on creating 300 high-level smart agriculture application scenarios] September 24th, Shandong Province recently issued the "Implementation Opinions on Vigorously Developing Smart Agriculture", proposing in-depth implementation of the "artificial intelligence + agriculture" action, accelerating the all-round and full-chain promotion and application of modern information technologies such as the Internet of Things, big data, artificial intelligence, and robots in the agricultural and rural fields, and creating a national highland for the development of smart agriculture. By 2030, Shandong will build 80 digital agriculture development counties, focusing on creating 300 high-level smart agricultural application scenarios, and the informatization rate of agricultural production in the province will reach more than 60%. B[Ministry of Agriculture and Rural Affairs: Vigorously promote "artificial intelligence +" agriculture and expand application scenarios such as drones and the Internet of Things] On September 20, the party group of the Ministry of Agriculture and Rural Affairs held a meeting on the 20th. The meeting emphasized the need to cultivate and expand the agricultural machinery equipment industry as a key support for agricultural modernization, adhere to the direction of intelligent, green, and integrated development, focus on high-end intelligence, agricultural machinery suitable for hilly and mountainous areas, and other outstanding shortcomings, concentrate on superior resources, tackle key breakthroughs in a number of iconic complete machines and key common technologies, accelerate pilot verification and mature applications, and make more areas of agricultural production "organically available and well-used." It is necessary to vigorously promote "artificial intelligence +" agriculture, expand application scenarios such as drones and the Internet of Things, and allow new productivity to better empower the development of modern agriculture. B[Ministry of Housing and Urban-Rural Development: The industrial upgrading of the construction industry during the "15th Five-Year Plan" period anchors the direction of intelligent, green, and integrated development] On September 18, Li Xiaolong, chief engineer of the Ministry of Housing and Urban-Rural Development, said at a press conference of the State Council Information Office that the construction industry is at a key node for quality improvement and upgrading during the "15th Five-Year Plan" period. In promoting industrial upgrading, we anchor the development direction of intelligence, greenness and integration, adhere to innovation-driven technological empowerment, and deeply integrate the now familiar big data, Internet of Things, and AI with the traditional construction industry. B[China's logistics supply chain finance is expected to maintain a high growth rate during the "15th Five-Year Plan" period] September 17th, the reporter learned from the China Federation of Logistics and Purchasing today that with the continuous release of policy dividends and the continuous optimization of the institutional environment, the scale of China's logistics supply chain finance market has grown steadily, and is expected to maintain a high growth rate during the "15th Five-Year Plan" period. According to reports, during the "15th Five-Year Plan" period, the average annual compound growth rate of logistics supply chain finance is expected to remain in a relatively high range of 12% to 20%, showing a growth trend of high and stable growth, especially cross-border logistics financing, green logistics equipment financing and other subdivided scenarios will become the core of growth. At the policy level, many places have incorporated supply chain finance into implementation plans to reduce logistics costs for the whole society. Through fiscal interest discounts, core enterprise rights confirmation, rewards and subsidies and other fiscal coordination policies, financial resources are guided to accurately drip-feed the real economy, while adhering to the bottom line of trade authenticity and preventing idling funds and pseudo supply chain financial risks. In addition, artificial intelligence, blockchain, Internet of Things, big data and other technologies are deeply integrated with logistics scenarios, solving pain points such as difficult supervision of movable assets and opaque information, providing a broad space for industry and financial innovation. (CCTV News) B[China’s innovative aquaculture practices unveiled at the United Nations Food and Agriculture Organization’s Committee on Fisheries] September 13th, the 37th session of the United Nations Food and Agriculture Organization’s Committee on Fisheries was held in Rome, Italy, from September 7th to 11th. During the meeting, China held a side event on the theme of aquaculture to share China's practices in green farming, technological innovation and other aspects with representatives from many countries and international organizations. During the meeting, China and the Food and Agriculture Organization of the United Nations co-hosted a side event on "Promoting Aquaculture Innovation and Jointly Promoting Green and Sustainable Development". Representatives from multiple aquaculture countries and international organizations conducted exchanges on topics such as technological innovation, regional cooperation and development. The Chinese side focused on China's exploration and practice in the fields of sustainable breeding, modern facilities and equipment, and digital management. In 2025, China's aquaculture output will be 63.26 million tons, accounting for 83% of the total aquatic product output. In recent years, new technologies such as artificial intelligence, the Internet of Things, and deep-sea breeding equipment have accelerated their entry into China's aquaculture production, promoting the transformation of traditional breeding into a green and intelligent direction. (CCTV News) A[Hubei: Focus on optical communications, high-end chips, Beidou high-precision positioning, etc. to carry out concentrated research and promote original innovations in cutting-edge directions such as artificial intelligence, embodied intelligence, quantum technology, brain-computer interface, 6G] 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 research on key technologies in the field of digital intelligence will be strengthened. Carry out concentrated research around optical communications, high-end chips, Beidou high-precision positioning, communication, navigation and remote integration, Internet of Things, heterogeneous computing power scheduling, multi-modal artificial intelligence, and trusted data circulation, and promote original innovations in cutting-edge directions such as artificial intelligence, embodied intelligence, quantum technology, brain-computer interfaces, and 6G. Promote iterative optimization and lightweight adaptation of general large models, and build industry models focusing on industry, cultural tourism, water conservancy, emergency and other fields. Improve the level of independent and controllable security. Relying on the East Lake Science City, the Optics Valley Science and Technology Innovation Corridor, and the National Memory Base, we will carry out independent secure computing key technology research around storage and computing integration, computing power chips, operating systems, databases, middleware, etc., and strengthen the research and development of underlying technologies.
Promote the pilot application of autonomous security computing in government affairs, finance, energy, and key industries. Build an innovative ecosystem that deeply integrates industry, academia, and research. Build high-level scientific research platforms and talent bases around optoelectronic information, intelligent connected cars, 6G, quantum technology and other directions. Lay out a concept verification center in the field of digital intelligence and strive to create a national artificial intelligence application pilot base. Support the construction of an industry-education integration platform, accelerate the layout of disciplines such as embodied intelligence, data science and engineering, and support vocational colleges to strengthen the cultivation of digital skills talents. Innovate technology financial models and products, and guide social capital to invest in early digital intelligence technology projects. B[Inhandong: It has carried out technical research around embodied intelligent robots, mainly for industrial flexible manufacturing scenarios] September 10th, Inhandong said at the 2026 semi-annual online performance briefing held on September 10 that the company has currently carried out forward-looking technology research around embodied intelligent robots, focusing on laying out underlying technologies such as 3D visual recognition, smart actuators, motion control and autonomous learning, mainly for industrial flexible manufacturing scenarios. The project is still in the research and development and technology reserve stage, and the company will continue to promote relevant research and development investment based on technology maturity and market demand. In addition, the company will continue to invest in AI+Internet of Things in the future, focusing on AI edge computing, AI vehicle vision solutions, AI native routers, AI Agent and cloud platform intelligence. At present, some projects have entered the product release, customer verification and market introduction stages. The company is also continuing to promote the integration of AI technology with enterprise networks, industrial communications, vehicles, digital power distribution and other businesses. 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[Anhui: Continue to support the construction of the China Construction (Anhui) Internet platform] On September 9, the Anhui Provincial Department of Housing and Urban-Rural Development recently issued the "Anhui Province Urban Renewal "Fifteenth Five-Year Plan"", which proposes to continue to support the construction of the China Construction (Anhui) Internet platform. Deepen the integrated application of Building Information Modeling (BIM), Internet of Things and other technologies in renovation projects, vigorously develop intelligent construction, cultivate a modern construction industry chain, and promote the construction industry to "go global." Promote the coordinated development of intelligent construction and the construction industry, and build an intelligent construction industry system covering the entire industry chain including scientific research, design, production and processing, construction assembly, and operation. Promote smart construction equipment such as smart lifts and smart remote-controlled tower cranes, and promote the integrated and innovative applications of automated construction machinery, construction robots, drones, 3D printing and other equipment. B[Ministry of Industry and Information Technology: Strengthen the coordination of high, medium and low orbit satellite constellations to enhance the capacity of high orbit wide and narrowband communication satellite systems] 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 the coordination of high, medium and low orbit satellite constellations should be strengthened, the capacity of high-orbit wide and narrow-band communication satellite systems should be improved, and the networking service capabilities of low-orbit satellite Internet, high-orbit satellite communication systems, and satellite Internet of Things should be enhanced. Promote the deep integration of satellite networks and terrestrial communication networks, coordinate the construction of satellite-ground interconnection centers, and carry out applications such as direct connection of mobile phones to satellites and satellite Internet of Things. Make full use of terrestrial communication facilities such as 5G/5G-A to promote low-altitude communication network coverage as needed. Actively explore the deployment of 5G air-to-ground communications (5G-ATG), expand the scale of route technology trials in a timely manner, and promote the development of airborne communications. Explore the application of high-altitude floating platforms such as stratospheric airships and solar drones to improve the coverage and quality of communication networks. Promote the integrated development of “5G+Beidou”.
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