三大运营商 5G 基站集中采购落地；三季度完成 IPv6 改造

工信部、国家广电总局：2020 年三季度末全面完成网络基础设施 IPv6 升级改造

4 月 26 日讯，工信部办公厅、国家广播电视总局办公厅发布《关于推进互联网电视业务 IPv6 改造的通知》。通知指出，全面完成网络基础设施 IPv6 升级改造，中国电信、中国移动、中国联通要对互联网电视业务经过的骨干网、城域网、接入网以及互联网骨干直联点相关设备进行 IPv6 改造。2020 年三季度末，上述网络基础设施 IPv6 改造全面完成，IPv6 网络性能与 IPv4 趋同，平均丢包率、时延等主要指标与 IPv4 相比劣化不超过 10%。

北京：全力推动 5G 基础设施建设工作

4 月 26 日讯，近日，北京市政府召开了 5G 基础设施建设工作专题会，会议强调，各单位要充分认识到宽带网络的重要性和必要性，加快推进 5G 基础设施建设。会议要求北京通信管理局要发挥好北京市 5G 基础设施建设联系会议办公室的统筹协调作用，紧盯今年 5G 基站建设目标，全力推动 5G 基础设施建设工作，为带动 5G 产业及应用发展提供坚实支撑。

湖北 5G 网络建设全面复工，年底建成 5 万个基站

4 月 26 日讯，据《湖北日报》从湖北省通信管理局获悉，目前湖北省 5G 基站建设全面复工，预计今年将建设完成 5 万个 5G 基站，实现 5G 网络武汉市城区室外全覆盖、市州中心城区室外连续覆盖。

项目动态
截至发稿前，科创板申报企业 254 家；进入「已问询」阶段企业 62 家；进入「提交注册」阶段企业 20 家；进入「中止及财报更新」阶段企业 10 家。

明星公司
三大运营商 5G 基站集中采购落地

4 月 26 日讯，中国电信和中国联通 2020 年 5G SA 新建工程无线主设备联合集中采购公示了中标候选人，加上数周前已经揭晓答案的中国移动 5G 二期无线主设备集采，总额高达 760 亿元的运营商 5G 基站集采招标工作全部完成。此次三大运营商 5G 无线主设备集采共涉及 5G 基站 52 万个，其中中国移动 5G 二期新建 + 扩容部分共需采购 5G 基站超 27 万个，中国电信与中国联通采用联合组网的方式采购 25 万个 5G 基站。

特斯拉旧金山工厂下周将有限复工

4 月 26 日讯，据外国媒体报道，特斯拉已通知其旧金山弗里蒙特汽车工厂的部分工人在 4 月 29 日复工，主要是油漆和冲压车间工人，虽然当地政府表示有可能将原计划 5 月 3 日解封的居家令延后解除。

高盛：推迟新 iPhone 发布，苹果或将损失 180 亿美元

4 月 26 日讯，据国外媒体报道，随着疫情蔓延，苹果计划开发下一代 iPhone 之际可能面临着历史上最大的挑战。高盛估计，如果新款 iPhone 推迟到 11 月发布，可能会给苹果带来约 180 亿美元的营收损失，并导致销售额同比下降 14%。

当虹科技年报：2019 年净利润同比增长 32.52%

4 月 26 日讯，当虹科技发布年报，公司实现营业收入 2.85 亿元，同比 39.78%，实现归属于上市公司股东净利润 8467.89 万元，同比增长 32.52%。基本每股收益 1.37 元。

爱施德：拟通过非公开发行股票引入阿里巴巴作为战略投资者

4 月 26 日讯，爱施德晚间公告，拟通过非公开发行股票引入阿里巴巴作为战略投资者。同时，双方拟成立合资公司，共同推进智能终端领域的数字化新分销和新零售业务创新合作，双方拟阿里巴巴持股 51%、爱施德持股 39%、广东新联持股 10%。

云英谷科技完成 C 轮及 C+ 轮融资

近日，云英谷科技完成 C 轮及 C+ 轮超 2 亿元人民币融资。本轮融资由启明创投领投，小米、高通、中航基金、北极光等新老股东跟投。本轮融资后云英谷将持续加大芯片设计的研发投入力度，并与上下游合作伙伴持续展开更加密切的合作，巩固并逐步扩大 AMOLED 驱动芯片及硅基微显示芯片领域的领先优势。

科技前瞻
阿里云 EMR 计算速度提升 2.2 倍，连续两年打破大数据领域最难竞赛世界纪录

4 月 26 日，大数据领域权威竞赛 TPC-DS 公布了最新结果，阿里云作为全球唯一入选的云计算公司获得第一。值得一提的是，去年阿里云 EMR 首次打破该竞赛纪录，成为全球首个通过 TPC 认证的公共云产品。今年在这一基础上，EMR 的计算速度提升了 2.2 倍，连续两年打破了这项大数据领域最难竞赛的世界纪录。
Ministry of industry and information technology, State Administration of radio, film and television: complete the IPv6 upgrading of network infrastructure by the end of the third quarter of 2020
On April 26, the general office of the Ministry of industry and information technology and the general office of the State Administration of radio and television issued the notice on promoting IPv6 transformation of Internet TV business. The notice pointed out that the upgrading and transformation of network infrastructure IPv6 should be completed in an all-round way. China Telecom, China Mobile and China Unicom should carry out IPv6 transformation on the backbone network, man, access network and related equipment of Internet backbone direct connection point through which Internet TV business passes. By the end of the third quarter of 2020, the above-mentioned network infrastructure IPv6 transformation has been completed in an all-round way. The performance of IPv6 network is similar to that of IPv4, and the average packet loss rate, delay and other main indicators are no more than 10% worse than that of IPv4.
Beijing: fully promote 5g infrastructure construction
April 26: Recently, the Beijing Municipal Government held a special meeting on 5g infrastructure construction. The meeting stressed that all units should fully realize the importance and necessity of broadband network and accelerate the construction of 5g infrastructure. At the meeting, Beijing Communications Administration was requested to give full play to the overall coordination role of Beijing 5g infrastructure construction liaison meeting office, focus on the target of 5g base station construction this year, fully promote 5g infrastructure construction, and provide solid support for driving 5g industry and application development.
The construction of 5g network in Hubei Province was resumed, and 50000 base stations were built by the end of the year
April 26, according to Hubei Daily, the construction of 5g base stations in Hubei Province has been resumed. It is expected that 50000 5g base stations will be completed this year, realizing the outdoor full coverage of 5g network in Wuhan urban area and the outdoor continuous coverage of central urban area.
Project dynamics
Up to the time of publication, there were 254 enterprises applying for the science and technology innovation board, 62 enterprises entering the “inquired” stage, 20 enterprises entering the “registration submission” stage and 10 enterprises entering the “suspension and financial report update” stage.
Star Company
Centralized purchase and landing of 5g base stations for three major operators
On April 26, China Telecom and China Unicom announced the successful candidates for joint centralized procurement of 5g SA new project wireless main equipment in 2020. In addition to the centralized procurement of 5g phase II wireless main equipment of China Mobile, which had been announced several weeks ago, the bidding work for the centralized procurement of 5g base station of operators with a total amount of up to 76 billion yuan was completed. The centralized purchase of 5g wireless main equipment of the three major operators involves 520000 5g base stations in total, among which more than 270000 5g base stations need to be purchased for the phase II construction + expansion of China Mobile 5g, and 250000 5g base stations need to be purchased by China Telecom and China Unicom through joint networking.
Tesla’s San Francisco plant will resume work only next week
On April 26, according to foreign media reports, Tesla has informed some workers at its Fremont auto factory in San Francisco to return to work on April 29, mainly in the paint and stamping workshops, although the local government said it might postpone the release of the family order that was originally planned to be lifted on May 3.
Goldman Sachs: Apple could lose $18 billion by delaying the launch of the new iPhone
April 26, according to foreign media reports, with the epidemic spreading, Apple may face the biggest challenge in history when it plans to develop the next generation iPhone. Goldman Sachs estimates that if the new iPhone is delayed until November, it could cost Apple about $18 billion in lost revenue and lead to a 14% year-on-year drop in sales.
Annual report of danghong Technology: net profit in 2019 increased by 32.52% year on year
On April 26, when Hong technology released its annual report, the company realized an operating revenue of 285 million yuan, 39.78% year-on-year, and a net profit of 84.6789 million yuan attributable to shareholders of the listed company, 32.52% year-on-year. Basic earnings per share 1.37 yuan.
Ashtar: to introduce Alibaba as a strategic investor through non-public offering of shares
April 26: in the evening, the company announced that it plans to introduce Alibaba as a strategic investor through non-public offering of shares. At the same time, the two sides plan to establish a joint venture company to jointly promote digital new distribution and new retail business innovation cooperation in the field of intelligent terminals. The two sides plan to hold 51% of Alibaba’s shares, 39% of Aishi’s shares and 10% of Guangdong Xinlian’s shares.
Yunyinggu technology completes round C and C + financing
Recently, yunyinggu technology has completed the C round and C + round financing of more than 200 million yuan. This round of financing is led by Qiming venture capital, followed by new and old shareholders such as Xiaomi, Qualcomm, AVIC fund and northern lights. After this round of financing, yunyinggu will continue to increase investment in chip design research and development, and continue to work closely with upstream and downstream partners to consolidate and gradually expand the leading advantages in the field of AMOLED driver chips and silicon-based micro display chips.
The future of science and technology
Alibaba cloud’s EMR computing speed increased by 2.2 times, breaking the world record for the most difficult competition in big data field for two consecutive years
On April 26, tpc-ds, an authoritative competition in the field of big data, released the latest results. Alibaba cloud, as the only cloud computing company selected in the world, won the first place. It is worth mentioning that last year, Alibaba cloud EMR broke the competition record for the first time and became the world’s first public cloud product certified by TPC. On this basis, the computing speed of EMR has increased 2.2 times this year, breaking the world record of the most difficult competition in the field of big data for two consecutive years.