Core Points - The introduction of eSIM technology in China marks a significant shift in mobile communication, allowing users to download their phone numbers directly onto their devices without the need for a physical SIM card [2][3][5] - Major telecom operators in China, including China Mobile, China Telecom, and China Unicom, have launched eSIM services, indicating a collaborative effort to enhance user experience and expand service offerings [3][4][6] - The eSIM technology is expected to drive innovation in the mobile device industry, creating new opportunities for manufacturers and software developers within the supply chain [7][9] Telecom Operators - China Mobile has launched a comprehensive eSIM product line that includes not only smartphones but also smartwatches, tablets, and automotive devices, emphasizing seamless connectivity across various devices [3] - China Telecom has expanded its eSIM services to include smartphones, building on its previous offerings for wearables and automotive devices, thus promoting a transition from traditional SIM cards to eSIM technology [3][5] - China Unicom has received approval to operate eSIM services for smartphones, marking a significant milestone in its efforts to create a full-spectrum eSIM ecosystem [3][6] User Engagement - There is a high level of interest among users for eSIM services, with over 170,000 reservations reported for eSIM mobile services as of the latest updates [4] - The eSIM functionality provides users with the same communication services as traditional SIM cards, including voice calls, data usage, and SMS [4][5] Industry Opportunities - The launch of eSIM services is seen as a catalyst for growth in the mobile device supply chain, with companies like Unisoc and others actively developing eSIM products and technologies [8][9] - The eSIM technology is anticipated to become a standard feature in domestic smartphones and IoT devices within the next 3 to 5 years, potentially unlocking a multi-billion yuan market opportunity [9]

近日，中国联通、中国移动、中国电信先后官宣，已正式获得开展eSIM手机运营服务商用试验的批复。 eSIM手机，来了！ 这种直接集成在手机内部的eSIM会给消费者带来哪些新体验？未来它会完全取代SIM卡吗？ eSIM手机来了 三大运营商均支持 10月13日， 中国联通 宣布已经正式获得开展eSIM手机运营服务商用试验的批复，用户可通过中国联通App首页顶部入口进入eSIM预约专区，填写相关信 息后即可完成预约登记。 随后， 中国移动 也宣布，正式获得开展eSIM手机运营服务商用试验的批复，广大用户可前往中国移动营业厅办理eSIM手机业务。 同日， 中国电信 也宣布获得工信部eSIM手机商用试验批复许可，eSIM手机业务在国内31个省区市正式上市销售。中国电信表示，在商用试验期间暂不开 放线上方式办理eSIM手机业务，用户可持eSIM手机中国电信的各省线下营业厅门店办理开通eSIM手机业务。 什么是eSIM 工信部信息通信经济专家称，从硬件角度来说，这种变化可以把成本降下来，尤其是对于一些可穿戴设备，比如手表、眼镜，智能项链、戒指等其他的我 们需要进行通信的工具，如果插入一个SIM卡，体积会很大，而使用eSIM会 ...

Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (00728) at 70.21%, Green Power Environmental (01330) at 70.00%, and COSCO Shipping Energy (01138) at 69.25% [1] - The companies with the largest increase in holdings over the last five trading days include Pop Mart (09992) with an increase of 1.472 billion, Zijin Mining (02899) with 1.301 billion, and Xiaomi Group-W (01810) with 1.081 billion [1] - The companies with the largest decrease in holdings over the last five trading days include SMIC (00981) with a decrease of 4.592 billion, Alibaba-W (09988) with 2.384 billion, and Hua Hong Semiconductor (01347) with 2.144 billion [2] Group 1: Hong Kong Stock Connect Holding Ratios - China Telecom (00728) has a holding of 9.745 billion shares, representing 70.21% [1] - Green Power Environmental (01330) has a holding of 283 million shares, representing 70.00% [1] - COSCO Shipping Energy (01138) has a holding of 898 million shares, representing 69.25% [1] Group 2: Recent Increases in Holdings - Pop Mart (09992) saw an increase of 1.472 billion in holdings, with a change of 5.5978 million shares [1] - Zijin Mining (02899) experienced an increase of 1.301 billion, with a change of 40.6654 million shares [1] - Xiaomi Group-W (01810) had an increase of 1.081 billion, with a change of 22.2314 million shares [1] Group 3: Recent Decreases in Holdings - SMIC (00981) had a decrease of 4.592 billion, with a change of 6.26036 million shares [2] - Alibaba-W (09988) saw a decrease of 2.384 billion, with a change of 1.53210 million shares [2] - Hua Hong Semiconductor (01347) experienced a decrease of 2.144 billion, with a change of 2.79304 million shares [2]

Core Viewpoint - The introduction of eSIM technology by major Chinese telecom operators marks a significant advancement in mobile connectivity, promising enhanced user experiences and potential for widespread adoption in the future [2][4]. Group 1: eSIM Launch and Adoption - China Unicom, China Mobile, and China Telecom have all received approval to conduct commercial trials for eSIM mobile services, indicating a collective move towards this new technology [2]. - As of the latest updates, nearly 70,000 users have registered for eSIM through China Unicom, while China Mobile's appointment system saw over 150,000 users in just four hours [2]. Group 2: Understanding eSIM - eSIM, or embedded SIM, is a digital SIM that is integrated directly into devices, eliminating the need for physical SIM cards [4][5]. - This technology allows devices to connect to networks without the traditional SIM card, functioning similarly to conventional SIM cards in terms of capabilities [4]. Group 3: Advantages of eSIM - eSIM technology reduces the physical space required for SIM cards to just 10% of traditional SIM cards, enhancing device design and potentially improving waterproofing [7]. - The integration of eSIM can lower costs for manufacturers, especially for wearable devices, and simplifies the process of changing service providers or plans through online applications [6][7]. - Users can easily switch to local carriers while traveling without the hassle of obtaining a physical SIM card, thus enhancing convenience [7].

Core Insights - China Telecom has filed an international patent application titled "Terminal Strategy Optimization Method, Device, Network Equipment, Medium and Program Product" with application number PCT/CN2024/107593, published internationally on October 9, 2025 [1] Group 1: Patent Application - The patent application reflects China Telecom's ongoing innovation efforts in optimizing terminal strategies [1] Group 2: Patent Statistics - In 2023, China Telecom has announced a total of 234 international patent applications, representing an increase of 82.81% compared to the same period last year [3] Group 3: R&D Investment - In the first half of 2023, China Telecom invested 4.782 billion yuan in research and development, which is a year-on-year increase of 2.65% [3]

今年以来中国电信已公布的国际专利申请234个，较去年同期增加了82.81%。结合公司2025年中报财务 数据，今年上半年公司在研发方面投入了47.82亿元，同比增2.65%。 数据来源：企查查 证券之星消息，根据企查查数据显示中国电信（601728）公布了一项国际专利申请，专利名为"网络接 入方法、装置、通信设备、存储介质和程序产品"，专利申请号为PCT/CN2024/122886，国际公布日为 2025年10月9日。 专利详情如下： 图片来源：世界知识产权组织（WIPO） 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Core Insights - China Telecom has filed an international patent application titled "Strategy Optimization Method, Device, Network Equipment, Medium and Program Product" with application number PCT/CN2024/130568, which is set to be published internationally on October 9, 2025 [1] Group 1: Patent Application - The patent application reflects China Telecom's ongoing innovation efforts in technology and network optimization [1] - The company has filed a total of 234 international patent applications this year, representing an increase of 82.81% compared to the same period last year [3] Group 2: R&D Investment - In the first half of 2025, China Telecom invested 4.782 billion yuan in research and development, which is a year-on-year increase of 2.65% [3]

结合各家公布的信息来看，eSIM 手机业务将在国内 31 个省区市正式上市销售。 IT之家 10 月 14 日消息，据 C114 通讯网，中国电信、中国联通、中国移动已于今天正式获得开展 eSIM 手机运营服务商用试验的批复。 但需要指出的是，在商用试验期间暂不开放线上方式办理 eSIM 手机业务，用户可持 eSIM 手机到运营 商线下营业厅门店办理开通 eSIM 手机业务。 另据IT之家今晨报道，苹果官网确认国行 iPhone Air 非合约机，国际旅行时支持海外 eSIM，不过目前 暂不知悉国行 iPhone Air 是否长期可用海外 eSIM、是否在内地可用海外 eSIM 漫游，有需求的消费者 应等待首发测试。 从 10 月 17 日早 9 点起，顾客可直接通过 apple.com.cn、Apple Store App、Apple Store 天猫官方旗舰 店、Apple Store 微信小程序、Apple Store 抖音官方旗舰店及中国移动、中国电信、中国联通预购 iPhone Air。 ...

Core Insights - The launch of eSIM services by major telecom operators in China marks a significant shift towards integrated SIM technology, enhancing user experience and device capabilities [1][2][3] Group 1: eSIM Technology Overview - eSIM technology integrates SIM card functionality into a device's internal chip, allowing users to download their phone number without a physical SIM card [1] - The introduction of eSIM is expected to reduce the physical space required for SIM cards, leading to thinner devices with improved durability against dust, water, and shocks [1] Group 2: Telecom Operators' Initiatives - All three major telecom operators in China have launched eSIM services, with China Mobile offering a comprehensive range of eSIM products across various devices, including smartwatches and tablets [2] - China Telecom has already supported eSIM for wearables and vehicles, and the new mobile eSIM service will transition traditional SIM card services to a more lightweight and versatile model [2] - China Unicom has received approval to operate eSIM services for mobile phones, marking a significant step in their eSIM ecosystem development [2] Group 3: User Engagement and Market Response - There is a high demand for eSIM services, with over 170,000 users already having made reservations for eSIM mobile services [3] - eSIM-enabled devices will provide users with the same functionalities as traditional SIM cards, including voice calls, data services, and SMS [3] Group 4: Future Developments and Industry Opportunities - More eSIM-compatible devices are expected to be launched soon, with plans for devices that support both traditional SIM and eSIM functionalities [5] - The opening of eSIM services is anticipated to create new growth opportunities for terminal manufacturers and software developers within the supply chain [6] - Companies like Unisoc and Cheng Tian Wei Ye are actively developing eSIM products and exploring partnerships to capitalize on the emerging market [7][8] - The eSIM technology is projected to become a standard feature in domestic smartphones and IoT devices within the next 3 to 5 years, potentially unlocking a trillion-yuan industry opportunity [8]

Core Insights - The three major telecom operators in China, China Unicom, China Mobile, and China Telecom, have officially received approval to conduct commercial trials for eSIM mobile services [1][2]. Group 1: eSIM Overview - eSIM, or embedded SIM, is integrated directly into the device's chip, eliminating the need for a physical SIM card [3][4]. - eSIM functions similarly to traditional SIM cards, allowing devices to connect to the internet, make calls, and send messages [3]. Group 2: Advantages of eSIM - eSIM is significantly smaller than traditional SIM cards, occupying only 10% of the space, which allows for better design and increased waterproofing of devices [5]. - The integration of eSIM can reduce costs, especially for wearable devices, as it allows for more compact designs [5]. - Users can easily switch numbers online without visiting physical stores, streamlining the process of changing carriers or plans, referred to as "over-the-air provisioning" [5]. - eSIM eliminates the risk of physical damage to SIM cards and facilitates easier switching to local carriers while traveling, avoiding roaming charges [5].