整体来看，1-6月，通信业整体运行平稳向好。电信业务收入稳步增长，电信业务总量保持较高增幅；5G和千兆光网等新型基础设施建设和应用加快推进，通信供给能力不断提升；云计算等新兴业务增势突出，移动数据流量持续快速增长，行业发展新动能持续增强。

Establishments described in this report are primarily participating in the tokenization market. Tokenization, when applied to data security, is the process of substituting a sensitive data element with a non-sensitive equivalent, referred to as a token, that has no extrinsic or exploitable meaning or value. The token is a reference that maps back to the sensitive data through a tokenization system.

Establishments described in this report are primarily participating in the tokenization market. Tokenization, when applied to data security, is the process of substituting a sensitive data element with a non-sensitive equivalent, referred to as a token, that has no extrinsic or exploitable meaning or value. The token is a reference that maps back to the sensitive data through a tokenization system.

运营商通过部署通信网络，向客户提供信息服务实现盈利。收入端的主要业务包括移动业务、家庭宽带业务、政企业务，成本端主要包括支撑通信网络运行的各项网络成本以及由员工薪酬、销售费用和管理费用构成的业务成本。近些年，移动互联网产业红利结束，产业互联网开始兴起，运营商正从2C业务向2B业务转型。运营商一般成长逻辑包括：（1）移动业务：增长动力较弱，格局稳定；（2）宽带业务：千兆网络升级提升ARPU，宽带渗透率尚有提升空间；（3）政企业务：产业数字化前景广阔，关注解决方案能力与盈利能力。

（1）Coinbase 宣布与ENS 合作，免费向用户提供Coinbase 管理的Web3 用户名；（2）特斯拉抛售75%比特币持仓：特斯拉第二季度自由现金流6.21 亿美元，预估为6.252 亿美元。特斯拉将所持大约75%的比特币用于购买法定货币，使得二季度资产负债表增加9.36 亿美元现金；（3）中非共和国：投资“Sango 币”6 万美元可成为公民；（4）Meta 估值元宇宙市场最高80 万亿美元：近日，Meta 委托国际经济咨询公司Analysis Group 编写了一份元宇宙白皮书。该报告称，如果元宇宙技术从2022 年开始被采用，到2031 年，元宇宙技术将为全球GDP 贡献3.01 万亿美元，其中三分之一（1.04 万亿美元）来自亚太地区。

2022 年至今中央相关会议及文件中互联网相关表述趋于积极，监管拐点信号清晰，反垄断成效显著平台经济将进入健康发展新周期，平台企业经营将重回正轨。与此同时，滴滴网络安全审查历经1 年正式落地，本次处罚力度低于阿里处罚决定，同时BOSS 直聘、满帮集团恢复新用户注册，专项整改告一段落常态化监管值得期待。此外，22 年4 月至今中概互联网企业回港上市全面提速，阿里巴巴宣布申请双重主要上市具标志性意义，监管积极协作压降中概互联网退市风险。

Establishments described in this report are primarily participating in the soldier systems market. The Soldier system, technological equipment for soldiers, it includes equipment for dismounted soldiers for protection and efficiency during operations.

Establishments described in this report are primarily participating in the smart transportation market. Smart transportation, a key internet of things vertical application, refers to the integrated application of modern technologies and management strategies in transportation systems. These technologies aim to provide innovative services relating to different modes of transport and traffic management and enable users to be better informed and make safer and ‘smarter’ use of transport networks.