Core Viewpoint - The optical fiber and cable industry is experiencing significant price increases due to growing demand, with some bidding prices rising dramatically within a short period, indicating a supply-demand imbalance in the market [4][10]. Group 1: Procurement Challenges - China Telecom's Chongqing branch faced two failed bids for its optical cable emergency procurement project, with the maximum bid price increasing from 218.37 yuan to 350 yuan per kilometer, a rise of over 60% [4]. - Guangdong Telecom also encountered difficulties in its optical cable procurement projects, with initial bid limits set at approximately 870.82 million yuan and 4,819.90 million yuan, later increasing by 64% and 100% respectively within two months [6][8]. Group 2: Price Trends - The price of G.652.D optical fibers has seen a significant increase, with procurement prices rising from 28-35 yuan in 2025 to 37-46 yuan in early 2026, reflecting a year-on-year increase of over 31% and a peak increase of 64.29% [10]. - The G.654.A2 optical fiber prices reached their highest in five years at approximately 79.5 yuan in February 2026, indicating a strong upward trend in the market [10]. Group 3: Market Drivers - The surge in optical fiber demand is attributed to the construction of AI data centers and the acceleration of fiber broadband network development, particularly in North America, where major tech companies are rapidly expanding their GPU clusters [11]. - The supply side has undergone a significant capacity clearing process over the past few years, leading to a reversal in supply-demand dynamics, further driving up prices [10].

中國電信股份有限公司（「本公司」）董事會（「董事會」）宣佈將於 2026 年 3 月 24 日（星 期二）舉行本公司董事會會議，藉以批准（其中包括）本公司及其附屬公司截至 2025 年 12 月 31 日止的全年業績及考慮派發末期股息。 ( 於中華人民共和國註冊成立之股份有限公司 ) (股份編號：728) 董事會會議召開日期 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲 明，並明確表示概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 China Telecom Corporation Limited 中国电信股份有限公司 承董事會命 中國電信股份有限公司 公司秘書 黄玉霞 於本公告刊發之日的本公司董事會包括柯瑞文（董事長兼首席執行官）；劉桂清（總裁兼首席 運營官）；唐珂、李英輝（財務總監）（皆為執行副總裁）；呂永鐘（非執行董事）；吳嘉寧、 陳東琪、呂薇、李惠光（皆為獨立非執行董事）；關麗莘（職工董事）。 中國北京，2026 年 3 月 12 日 ...

Core Viewpoint - The official statement from "China Telecom Quantum" denies the rumors regarding the display of two quantum communication phone samples (model REEDONE GK5) by China Telecom, clarifying that the information is false and that the mentioned phone model has no association with China Telecom or its subsidiaries [2] Group 1 - The statement emphasizes that the information circulating about the REEDONE GK5 phones being developed in collaboration with China Telecom and GuoDun Quantum is inaccurate [2] - China Telecom Quantum Group is committed to promoting technological innovation and industrial application of quantum technology [2] - The company reserves the right to pursue legal action against unauthorized use of its name and that of its parent and holding companies for promotional purposes [2]

Group 1 - The core viewpoint of the article highlights that Mianbi Intelligent has successfully completed its first round of financing after the Spring Festival, with a scale of several hundred million yuan, led by China Telecom, indicating strong market recognition of its leading position in the "efficient large model" sector [2] - The financing will enable Mianbi Intelligent to collaborate deeply with China Telecom, leveraging strengths in cloud computing, networking, and end-user applications to expand AI technology in complex scenarios [2] - Mianbi Intelligent's "density principle" has gained industry-wide recognition as a path for evolution, reflecting the dual advancement of AI technology and application addressing real-world pain points [2] Group 2 - The evolution of large models has shifted from merely "scaling" to "density," with Mianbi Intelligent's MiniCPM series being well-received globally for its efficient and cost-effective characteristics, achieving over 24 million downloads on platforms like GitHub and Hugging Face [3] - The recent release of the MiniCPM-o 4.5 model represents a breakthrough in enhancing intelligent density, achieving human-like interactive perception with a compact size of 9 billion parameters [3] - In the field of embodied robotics, MiniCPM-o 4.5 aims to enhance the "brain" interaction capabilities of robots, enabling real-time environmental perception and proactive decision-making, thus improving natural communication with humans [3]

香 港 交易 及 結 算 所 有限 公 司 及 香港 聯 合 交 易 所有 限 公 司 對 本公 佈 的 內 容概 不 負 責， 對 其 準 確 性或 完 備 性 亦無 發 表 任 何 聲明 ， 並 明 確 表示 概 不 就 因本 公 佈 全部 或 任 何 部 分內 容 而 產 生或 因 依 賴 該 等內 容 引 致 的 任何 損 失 承 擔任 何責任。 俊 知 集 團 有 限 公 司 * （ 於開曼群島註冊成立的有限公司） （股份代號：1300） 自願公佈— 預中標中國電信集團有限公司（「中國電信」） 電力電纜（2025年– 2027年）集中採購項目 此乃俊知集團有限公司（「本公司」，連同其附屬公司合稱「本集團」）之自願 公佈。 本集團董事會欣然公佈，2026年2月28日，中國電信通過其線上商務平臺公 佈了中國電信電力電纜（ 2025年– 2027年 ）集中採購項目中標結果公示（ 以下 簡稱「中 標公示」），本 集團之全 資附屬公司 ，江蘇俊 知技術有 限公司（ 以下 簡稱「俊知技術」）為相關中標候選人，預中標具體項目如下： 中國電信電力電纜（ 2025年– 2027年 ）集中採購項目：俊知技術此次投標報價 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年2月28日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國電信股份有限公司 呈交日期: 2026年3月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00728 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 13,877,410,000 | RMB | | 1 RMB | | 13,877,410,000 | | 增加 / 減少 (-) | | | 0 | | | RMB | | | | 本月底結存 | | | 13,877,410,000 | RMB | | 1 RMB | | 13,877,410,000 | | 2. 股份分類 | 普通股 | 股份類 ...

Core Insights - The State Council of China is focusing on the development of the silver economy and elderly care services, predicting that by 2035, the market size will reach 30 trillion yuan, accounting for about 10% of GDP, indicating a rapidly emerging industry [1][3] - The aging population in China is expected to reach 320 million by the end of 2025 and exceed 400 million by 2035, with a shift in consumption attitudes from "cautious frugality" to "actively enjoying life," driving the demand for quality services [3][4] Industry Development - The silver economy's growth is supported by top-level design and continuous policy improvement, with the government aiming to enhance consumption potential, establish a universal elderly care service system, and strengthen safety regulations [3][4] - Policies such as consumption subsidies are being introduced to create new consumption scenarios for the elderly, while measures are being taken to combat fraud in elderly care [3] Company Initiatives - China Telecom is addressing the digital divide that hinders the elderly from benefiting from the silver economy by creating an all-encompassing service system that combines online, offline, and home services [4][5] - The company has established a dedicated hotline for elderly users, offering remote video services for various needs, and has optimized its app for easier use by seniors [4][5] Service Innovation - China Telecom has set up "silver service posts" in its stores, providing specialized services such as large print bills and cash payment options to assist elderly customers [5] - The company has transformed traditional phone booths into "Hello Old Friend Digital Phone Booths," offering free calls and other services, enhancing accessibility for the elderly [5] Ecosystem Collaboration - The high-quality development of the silver economy requires the integration of diverse resources from telecommunications, healthcare, elderly care, and finance, with China Telecom leading the establishment of a smart elderly care service platform [6] - The company is leveraging its AIoT capabilities to create a one-stop smart elderly care platform that monitors the health and safety of seniors, ensuring timely alerts and responses in emergencies [6]

Core Viewpoint - The United States has warned Syria against relying on Chinese telecommunications technology, claiming it contradicts U.S. interests and poses a threat to national security [1] Group 1: U.S. Position - The U.S. asserts that Syria's dependence on Chinese technology in the telecommunications sector is detrimental to American interests [1] - The warning includes a direct threat to U.S. national security, indicating the geopolitical implications of such technology reliance [1] Group 2: Syrian Response - Syria's Ministry of Communications stated that decisions regarding equipment and infrastructure will be made based on national technical and security standards [1]

Core Viewpoint - The United States has warned Syria against relying on Chinese technology in the telecommunications sector, claiming it contradicts U.S. interests and poses a threat to national security [1][2] Group 1: U.S. Warnings and Diplomatic Engagement - The warning was issued during a private meeting between a U.S. State Department delegation and Syrian Communications Minister Abdul Salam Haykal in San Francisco [1] - The U.S. has urged Syria to use American or allied technologies in telecommunications [2] - The U.S. has expressed concerns regarding Chinese intelligence and security practices, alleging that they could compel Chinese citizens and companies to provide sensitive data [2] Group 2: Syria's Response and Infrastructure Development - The Syrian Communications Ministry stated that decisions regarding equipment and infrastructure will be made based on national technical and security standards [2] - Syria is actively pursuing telecommunications infrastructure development and is exploring the procurement of Chinese technology for building telecom base stations and local internet service provider infrastructure [1] - Syrian officials indicated a need for supplier diversification due to the urgency of infrastructure projects [1]

2月12日，河东北片区D-3-1地块以6700万元底价由中国电信股份有限公司柳州分公司竞得。该地块位于城中区高新南路与沿江路交叉口东南侧，规划为商 业、商务金融用地，土地面积5872.99平方米（约合8.81亩），1.4≤容积率≤2.8。此次成交将为区域商业金融生态注入新动能。 ▼ 地块成交关键信息 地块位于城中区核心位置，周边配套成熟，引入中国电信这类实力企业，能完善区域商业金融功能，带动周边商业氛围升级，吸引更多上下游企业入驻，形 成产业集群。 地块位置（图源于柳州 地块以底价成交，既反映当前商业金融用地市场的理性，也侧面印证了该地块的区位价值与开发潜力，为后续同类型地块出让提供参考。 整理自天工网签单管家 关注我们 可深挖更多线索~ 地块详情：土地面积5872.99平方米（约合8.81亩），规划为商业、商务金融用地，容积率区间1.4-2.8，地处城中区核心地段，紧邻高新南路与沿江 路，交通便利、曝光度高，开发空间灵活。 成交情况：地块起始总价6700万元，最终由中国电信股份有限公司柳州分公司以底价6700万元竞得。 市自然资源和规划局） 对中国电信来说，拿下该地块有助于其在柳州布局线下服务新场景，拓展商 ...