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央企6G推进会召开 产业链加速落地在即 多股获资金关注(名单)_我的网站
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The progress of female pilot training is an important indicator of the maturity and systemization of the shipborne aviation talent selection and training system, a military affairs expert said. Smears by some foreign media about China's pilot training capabilities are, in essence, a projection of the West's own anxieties over talent shortages, the expert added.
"Night landings are tougher than I imagined. The entire sea is pitch black. It's hard to tell where the sea ends and the sky begins. It's very easy to become disoriented," said Han Meng, a female trainee pilot at the Naval Aviation University, in the CCTV News video.
"Completing today's landing mission has given me a clearer understanding of my own abilities. I'm about to graduate, and I feel more confident about heading to my post and carrying out various maritime and far-sea missions I'll be assigned," she added.
The CCTV News report showed that the assessment featured a Z-8 helicopter landing on the aft flight deck of a vessel.
CCTV reported on Friday that the first batch of female shipborne pilot trainees had all recently passed their daytime shipborne landing qualification assessments. Shipborne landing is a critical milestone in a shipborne pilot's development, often described as the "certificate" to real naval aviation. Passing this assessment marks a significant step in the PLA Navy's efforts to cultivate female shipborne aviation talent.
All pilot trainees, regardless of gender, must meet the same rigorous physical and psychological standards required for shipborne aviation. The successful qualification of these female trainees demonstrates that the selection and training systems are capable of identifying and developing top-tier talent based on capability, not gender, Zhang Junshe, a Chinese military affairs expert, told the Global Times on Sunday.
In recent years, the PLA Navy's shipborne aviation talent development has entered a new phase of system-of-systems operations, transitioning from "able to fly and land on ships" to "able to fight and operate jointly," PLA Daily reported on April 22.
Under the synchronized training objectives of developing pilots, combatants and commanders, new pathways for talent cultivation are being explored, including growth opportunities for shipborne fighter and helicopter pilots. Training programs are being optimized across all elements, support resources coordinated across all domains, and implementation advanced across all processes, forming a systematic, integrated talent development framework.
Zhang also mentioned that foreign media outlets have hyped claims of a "pilot shortage" in China or that "talent development cannot keep pace with equipment delivery." Such claims are largely based on selective data comparisons and misunderstandings of China's aviation development, essentially reflecting the West's own anxieties about talent.
First, foreign media outlets often simply compare the total number of licensed pilots in China with that of the US, ignoring differences in population size, the prevalence of aviation culture and historical development. China's nationwide selection process draws from a vast pool of candidates, ensuring high overall pilot quality and building a strong reserve of aviation talent, Zhang noted.
In July, the PLA Navy's 2026 pilot recruitment process was successfully completed. The average college entrance examination scores of admitted pilot trainees reached a record high. In recent years, through extensive outreach and publicity campaigns, enthusiasm among young applicants has continued to grow, with the recruitment pool expanding year by year.
The Navy's recruitment authorities have established carrier-based flight aptitude assessment platforms, introduced new testing technologies including virtual reality and biofeedback, and improved the comprehensiveness and accuracy of flight aptitude evaluations, said the PLA Navy.
Meanwhile, China has established a diversified training system encompassing academy training, airline-commissioned training and civilian supplementary pathways. Through general aviation development, China is expanding its civilian talent reserve and gradually narrowing the gap with leading aviation nations, the expert said.
Moreover, modern air warfare is a complex system undertaking, relying not only on the number of pilots but also on comprehensive system-of-systems support across strategic early warning, electronic warfare, command communications and ground maintenance. The leapfrog development of China's aviation equipment is built on overall improvements in comprehensive national strength and the aviation industrial system, rather than a simple linear increase in pilot numbers, Zhang added.
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B | 有机构指出，6G正迈入标准收敛关键期，产业链有望加速落地。
国资委要求加快实现6G商业闭环 据国务院国资委消息，近日国资委召开中央企业6G未来产业推进会，会上发布了中央企业6G未来产业场景共创任务，6G未来产业相关31家中央企业负责同志参会。
C | 会议强调，要补齐技术短板，加强基础理论源头创新，推动关键技术器件底层突破，构建安全稳定的6G产业链供应链；要孵化场景业态，积极推进6G技术与实体经济融合，全面构筑应用生态先发优势，加快实现6G商业闭环。 今年以来，6G赛道政策层面利好不断。5月，工信部向IMT-2030（6G）推进组批复6GHz频段6G技术试验频率使用许可，加快推进第二阶段6G技术试验；6月，6G创新发展部省协同试点专项行动启动，提出到2029年形成自主创新的6G技术方案与新型业务应用场景；7月30日，IMT-2030（6G）推进组星地融合工作组正式成立，统筹推进6G星地融合网络总体布局。
D | 值得注意的是，6G技术与产业链突破亦进展迅速。我国6G技术试验第一阶段已形成超300项关键技术储备，第二阶段原型样机研发与典型场景测试正在进行中；中国电信6月底已完成业界首个面向6G的高轨+中轨卫星协同组网技术试验，让高轨卫星与中轨卫星形成信号传输的“立体接力”。
政策护航加速6G产业落地 6G即第六代移动通信系统，在5G基础上实现空天地海一体化组网与通感算智内生融合，是支撑低空经济、工业元宇宙等新兴产业的全域移动信息底座。 “6G迈入标准收敛与价值验证关键期，政策护航技术升级或加速产业落地。
E | ”中金公司认为，上游高频特种材料、核心器件产业化进程持续提速，下游垂直场景试点与商业化探索稳步推进，建议重点关注高速光通信器件、通感一体化组件等核心硬件环节。 东方证券最新研报指出，产业链上下游有望共同参与6G星地融合网络总体布局和卫星通信核心技术培育，推动星地产业深度融合；当前3GPP R19版本已冻结，标志着5G NTN体制落地，也意味着后续6G体制的通信协议制定将加速推进，6G研发进度或将加速，板块成长空间有望打开。 中国银河证券建议把握三条产业链投资主线，深度参与6G研发、星地融合业务落地的运营商；受益网络迭代与通感算智一体化设备需求提升的6G主设备商；空天地一体化与卫星互联网。 该机构进一步指出，我国6G技术研发持续提速，产业配套政策密集出台，卫星通信、空天地一体化、全域泛在连接协同驱动行业发展，赛道长期成长空间广阔。 多只概念股获融资客抢筹 东方财富概念板块显示，目前A股市场有44股涉及6G概念，合计总市值约3.38万亿元。 中国移动体量超2.1万亿元居首，中兴通讯以1584.79亿元位居次席，亨通光电以1490.44亿元紧随其后，光迅科技、中国联通、中天科技市值均超千亿元。
F | 年初至今，6G概念板块整体走势偏弱，10股上涨、34股下跌。
G | 亨通光电大涨145%领跑，光迅科技大涨138%排名第二，鼎阳科技涨幅达84%，中天科技、东材科技涨幅均超60%。
H | 下跌方面，雷电微力、ST亚光、陕西华达、富士达等15股均跌逾30%。
I | 8月以来，板块走势转强，超七成概念股录得股价上涨。其中，鼎阳科技大涨49%居首，广哈通信、通宇通讯、东材科技涨幅均超27%，亨通光电、移远通信、瑞斯康达等4股涨幅亦超20%。下跌方面，雷电微力、富士达、中国联通、中航光电等8股跌幅在2%至7.5%之间。 从资金角度看，东方财富Choice数据显示，本月以来，共有19只6G概念股获得融资客青睐，其中，东材科技获杠杆资金加仓4.95亿元，中天科技、亨通光电分别获抢筹4.37亿、2.40亿元，光迅科技、通宇通讯均获超1.2亿元融资净买入。
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（文章来源：东方财富研究中心）。
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