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北京时间·🕒 发布 19:24:00时区推断·⟳ 抓取 19:26:29·⚡ 决策 07-18 19:32:03 +5m34s·101.1 天前

广和通与Intedigo在WAIC展示5G远程驾驶与具身AI遥操作方案

事件本质是WAIC展会联合演示与PR传播,虽披露1080p@60Hz、G2G低于80ms、控制低于10ms等技术指标,但没有订单、客户定点、收入金额或商业化落地。

📄 原文PR Newswire Technology↗ 原文
SHANGHAI, July 18, 2026 /PRNewswire/ -- From July 17 to 20, Fibocom and Intedigo will jointly present a cross-regional,…
不做 广和通(300638.SZ)
展会联合演示和技术参数披露不是订单或定点催化,短期收入/利润增量无法量化,不做。
不做 广和通(00638.HK)
同一主体H股,事件仍是营销展示而非商业订单,缺少可执行edge,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-18 · 扩散 low · price-in 风险 medium ↗

消息传播链

  1. 2026-07-18首发PRNewswire/Fibocom一手源原文 ↗
    公司新闻稿披露7月17日至20日在WAIC联合展示5G BVLOS遥操作演示,未披露订单或客户采购。

关键理由

  • 事件本质是WAIC展会联合演示与PR传播,虽披露1080p@60Hz、G2G低于80ms、控制低于10ms等技术指标,但没有订单、客户定点、收入金额或商业化落地。
  • 广和通FM160模块提供连接能力,属于既有产品能力展示,不构成短周期可量化业绩增量。

主要风险

  • 若后续出现车企、机器人客户定点或批量订单金额披露,需要由新信号重新评估。

原文全文

展开原文 · 5,364 字
SHANGHAI, July 18, 2026 /PRNewswire/ -- From July 17 to 20, Fibocom and Intedigo will jointly present a cross-regional, beyond-visual-line-of-sight (BVLOS) teleoperation demonstration at Booth H3-C408 during the World Artificial Intelligence Conference (WAIC) 2026. Visitors will be able to enter a remote driving cockpit and control a real race car located at HURA PARK in Jiading, Shanghai, steering, accelerating, and braking in real time while experiencing how 5G connectivity enables remote operation.
More than an immersive driving experience, the demonstration provides a live validation of 5G bidirectional data transmission for embodied AI teleoperation. The vehicle continuously sends live track video, vehicle status, and operating data to the remote cockpit, while control commands are transmitted back to the vehicle, creating a closed-loop teleoperation system. Stable, low-latency, and highly reliable connectivity is essential for high-dynamic maneuvers such as high-speed cornering, precision braking, and continuous lane changes.
Developed by Intedigo, the remote driving system connects a real race car with an immersive remote driving cockpit. It supports 1080p@60Hz video transmission, glass-to-glass (G2G) video latency of less than 80 ms, and control latency of less than 10 ms. The demanding racing environment magnifies differences in video continuity and control responsiveness, making communications performance directly perceptible, measurable, and verifiable.
At the joint demonstration, Fibocom's FM160 5G module provides cellular connectivity for the system. Powered by the Qualcomm Snapdragon™ X62 5G Modem-RF System, the FM160 supports SA and NSA network architectures as well as 3GPP Release 16. On the downlink, it supports NR Carrier Aggregation (NR CA) with bandwidth of up to 120 MHz, delivering peak speeds of up to 3.5 Gbps in NSA mode and 2.5 Gbps in SA mode. On the uplink, it supports UL MIMO and delivers peak speeds of up to 900 Mbps in SA mode. These capabilities support the continuous transmission of HD video and vehicle status data, along with reliable delivery of control commands.
As embodied AI moves into factories, data centers, logistics operations, and industrial parks, robots are becoming increasingly capable of performing tasks autonomously. Yet complex environments, unexpected events, and edge cases still require Human-in-the-Loop (HITL) remote intervention to help ensure safe and reliable operation.
Daniel Liu, CEO of Intedigo, said:
"5G represents the pinnacle of human communications and the starting point of machine communications. In the past, communications connected people to people; in the future, they will connect people to robots and robots to robots. Remote racing is simply the easiest entry point for people to understand this concept. What we are truly validating is a communications system capable of supporting remote collaboration for embodied AI. HURA makes low-latency remote driving a tangible experience, while RoBOX extends this capability to robots and a broader range of intelligent terminals. Together with Fibocom, we hope to enable more machines to receive remote assistance whenever needed while remaining continuously connected and operating reliably."
Simon Tao, VP of Wireless Solutions Business Group and General Manager of MBB BU at Fibocom, said:
"As embodied AI enters real-world industrial environments, reliable connectivity will become the foundation for telemetry feedback, remote control and operational management. Fibocom's 5G solutions, represented by FM160, provide the cellular connectivity required for continuous on-site data transmission and reliable control command delivery. Fibocom will continue collaborating with ecosystem partners such as Intedigo to bring cellular connectivity to more robots, autonomous machines and mobile intelligent terminals, enabling embodied AI systems to stay continuously connected and respond reliably in real-world applications."
From remote race cars to robots, unmanned equipment, and mobile intelligent terminals, 5G is evolving from connecting people to connecting machines. This joint demonstration makes the capabilities of 5G bidirectional data transmission directly perceptible, experiential, and verifiable, helping pave the way for embodied AI to scale across real-world applications.
About Fibocom
Fibocom, founded in 1999, is China's first wireless communication module company listed on both the A-share and H-share markets (300638.SZ, 0638.HK). As a global leading provider of wireless communication modules and AI solutions, Fibocom leverages wireless communication and artificial intelligence as its core technologies to provide integrated hardware and software solutions that empower industry applications. These solutions accelerate the transformation from "Connect Everything" to "Intelligent Connectivity" across diverse industries.
Fibocom's one-stop solutions encompass cellular communication, AI, automotive, and GNSS modules, as well as AI toolchains, supporting industry-side and mainstream large model integration, and providing AI Agent, global connectivity, and cloud services, driving the digital intelligence upgrades in industries such as robotics, consumer electronics, low-altitude economy, intelligent transportation, smart retail, and smart energy.
SOURCE Fibocom Wireless Inc.

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