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智通港股通持股解析|1月15日





智通财经网· 2026-01-15 00:31
智通财经APP获悉,根据2026年1月14日披露数据,中国电信(00728)、绿色动力环保(01330)、凯 盛新能(01108)位居港股通持股比例前3位,分别为71.10%、69.65%、67.73%。此外,腾讯控股 (00700)、快手-W(01024)、小米集团-W(01810)在最近有统计数据的5个交易日内,持股额增 幅最大,分别为+43.92亿元、+31.64亿元、+27.00亿元;盈富基金(02800)、恆生中国企业(02828)、 阿里巴巴-W(09988)在最近有统计数据的5个交易日内,持股额减幅最大,分别为-69.19亿 元、-29.74亿元、-23.42亿元。 具体数据如下(交易所数据根据T+2日结算): 1、港股通最新持股比例排行(前20名) | 公司名称 | 持股数量 | 最新持股比例 | | --- | --- | --- | | 中国电信(00728) | 98.67亿股 | 71.10% | | 绿色动力环保(01330) | 2.82亿股 | 69.65% | | 凯盛新能(01108) | 1.69亿股 | 67.73% | | 天津创业环保股份(01065) | 2.29亿 ...
中国电信:第八届董事会第二十五次会议决议公告

Zheng Quan Ri Bao· 2026-01-14 13:27
Group 1 - The core point of the article is that China Telecom announced the approval of the third vesting period exercise conditions for its second stock (H-share) value rights incentive plan by the company's eighth board of directors at its twenty-fifth meeting [1] Group 2 - The announcement indicates a significant step in the company's incentive plan, which is aimed at aligning the interests of employees with those of shareholders [1]
中国电信(00728) - 海外监管公告 - 中国电信股份有限公司第八届董事会第二十五次会议决议公告

2026-01-14 10:42
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 (於中華人民共和國註冊成立之股份有限公司) (股份編號:728) 海外監管公告 中國電信股份有限公司第八屆董事會第二十五次會議決議公告 本公告乃根據香港聯合交易所有限公司證券上市規則第 13.10B 條而作出。 兹載列中國電信股份有限公司(「本公司」)在上海證券交易所網站刊登的《中國電信股份有 限公司第八屆董事會第二十五次會議決議公告》,僅供參考。 承董事會命 中國電信股份有限公司 董事長兼首席執行官 柯瑞文 中國北京,2026 年 1 月 14 日 中国电信股份有限公司 第八届董事会第二十五次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 一、董事会召开情况 中国电信股份有限公司(以下称"公司")于 2026 年 1 月 ...
中国电信:1月14日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2026-01-14 09:19
(记者 曾健辉) 每经头条(nbdtoutiao)——海利生物增值9倍并购的企业,估值8个月"腰斩",其第一大客户竟是尚未 成立的公司,离奇的事还不少…… 每经AI快讯,中国电信1月14日晚间发布公告称,公司第八届第二十五次董事会会议于2026年1月14日 以通讯方式召开。会议审议了《关于公司第二期股票(H股)增值权激励计划第三归属期行权条件达成 的议案》等文件。 ...
中国电信(601728) - 中国电信股份有限公司第八届董事会第二十五次会议决议公告

2026-01-14 09:15
中国电信股份有限公司 第八届董事会第二十五次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 一、董事会召开情况 中国电信股份有限公司(以下称"公司")于 2026 年 1 月 14 日 以通讯方式召开了第八届董事会第二十五次会议。本次董事会的会议 通知及资料已于会前发送给公司全体董事。本次会议应到董事 10 人, 实到董事 10 人,会议由董事长柯瑞文主持,会议的召开及其程序符 合有关法律、法规和公司章程的规定。 证券代码:601728 证券简称:中国电信 公告编号:2026-001 表决结果:赞成票:10 票,反对票:0 票,弃权票:0 票。 特此公告。 中国电信股份有限公司 董 事 会 二〇二六年一月十四日 1 二、董事会审议情况 (一)批准《关于公司第二期股票(H 股)增值权激励计划第三 归属期行权条件达成的议案》 董事会确认公司第二期股票(H 股)增值权激励计划第三归属期 行权条件达成,由公司统一办理股票增值权行权事宜。 ...
中国电信:董事会批准第二期股票(H股)增值权激励计划第三归属期行权
Xin Lang Cai Jing· 2026-01-14 08:56
Core Viewpoint - China Telecom's board of directors has approved the conditions for the third vesting period of its second stock (H-share) appreciation rights incentive plan, confirming that the conditions for exercising the rights have been met [1] Group 1 - The board meeting was chaired by Chairman Ke Ruiwen, with a total of 10 directors present [1] - The voting results were unanimous, with 10 votes in favor, 0 against, and 0 abstentions [1]
不得了,这个新技术把视频压缩到了0.02%!
量子位· 2026-01-14 08:10
金磊 发自 凹非寺 量子位 | 公众号 QbitAI 感谢AI! 原生1个G的视频,现在只需要传200K数据就能看了—— 视频数据的压缩率干到了 0.02% ,但依旧能保持画面的高清、连贯和画面细节。 或许你会问,这又有什么用呢? 想象一下,你身处于太平洋的一搜远洋货轮中,卫星信号只有一两格,刷个朋友圈,加载内容的圈圈都要转好久。 但正是因为有了这项AI技术,现在在如此极端的环境之下,你甚至可以直接看 高清的世界杯直播! 而这项新研究,正是来自中国电信人工智能研究院(TeleAI)的技术—— 生成式视频压缩(GVC,Generative Video Compression) 作为国资央企、全球领先的综合智能信息服务运营商,中国电信不仅拥有覆盖海陆空天的通信网络基础设施,更具备将前沿AI技术与实际通 信场景深度融合的能力。 这种"云网融合+AI原生"的独特优势,使得GVC技术从实验室走向远洋船舶、应急现场等真实极端环境成为可能。 那么这项研究到底是如何做到的,以及又能给我们现实生活带来什么改变,我们继续往下看。 。 没错,视频传输的物理法则,算是被重写了。 用计算,换宽带 在介绍这项黑科技之前,我们需得先聊聊现 ...
史无前例,我国20万颗卫星申报背后的“大棋局”
3 6 Ke· 2026-01-14 07:25
Core Viewpoint - China's recent application to the International Telecommunication Union (ITU) for over 200,000 satellite frequency resources marks a record-breaking action in both the number of applications and the total scale of satellites, indicating a strategic move to secure orbital and frequency resources for future development [1][3][10]. Group 1: Record-Breaking Application - The application includes over 190,000 satellites from a newly registered entity called the "Radio Spectrum Development and Technology Innovation Research Institute," which significantly exceeds previous applications and is several times larger than the current largest constellation, SpaceX's Starlink with 72,000 satellites [1][4]. - In 2025, China submitted 73 frequency coordination applications to the ITU, with a peak of 34 applications in December alone, showcasing unprecedented activity in satellite frequency coordination [4][10]. Group 2: Strategic Intent - The large-scale application is viewed as a "resource positioning" action, aimed at ensuring China has a sufficient "resource pool" of orbital and frequency resources for the next decade or longer [3][10]. - The initiative reflects China's strategic determination to secure more orbital positions and frequencies, which are critical for the development of commercial space and the goal of integrated "space-ground" communication systems, particularly for 6G [3][6][13]. Group 3: Role of Key Institutions - The Radio Spectrum Innovation Institute, established by several key organizations, is positioned as a core research and technical support entity for satellite communication standards and resource management, indicating a strong national strategic intent [6][11]. - The collaboration between the Radio Spectrum Innovation Institute and China SatNet highlights a dual approach where one focuses on demand integration and the other on technological innovation and resource reserve [6][10]. Group 4: Involvement of Telecom Operators - Major telecom operators, including China Telecom and China Mobile, are also involved in the satellite application process, marking a significant step in their satellite internet business and indicating a shift towards integrated communication services [11][12]. - China Telecom aims to complement its existing geostationary satellite capabilities with low Earth orbit satellites to enhance its service offerings, while China Mobile seeks to establish its own satellite constellation to maintain competitive advantages in future communication technologies [11][12][13].
唐珂,任央企党组副书记
中国能源报· 2026-01-14 03:07
Core Viewpoint - Tang Ke has been appointed as the Director and Deputy Secretary of the Party Committee of China Telecom Group Co., Ltd, indicating a significant leadership change within the company [1][3]. Group 1: Appointment Details - Tang Ke's appointment was officially announced on January 13, as per the update on China Telecom's official website [3]. - The new role of Tang Ke includes responsibilities as both a Director and Deputy Secretary of the Party Committee, which highlights the importance of leadership in the company's strategic direction [3]. Group 2: Background of Tang Ke - Tang Ke was born in October 1974 and holds a master's degree in economics, showcasing a strong academic background [4]. - He is a member of the Communist Party and has extensive experience in finance, management, and the telecommunications industry [4]. - His previous positions include General Manager of the Finance Department at China Telecom Group, General Manager and Party Secretary of China Telecom's Anhui and Guangdong branches, and Vice General Manager of China Telecom Group [4].
智通港股通持股解析|1月14日
智通财经网· 2026-01-14 00:36
Core Insights - The top three companies by Hong Kong Stock Connect shareholding ratios are China Telecom (71.39%), Gree Power Environmental (69.71%), and Kaisa New Energy (68.10%) [1][2] - Tencent Holdings, Xiaomi Group-W, and China Construction Bank saw the largest increases in shareholding amounts over the last five trading days, with increases of +4.302 billion, +3.564 billion, and +1.688 billion respectively [1][2] - The largest decreases in shareholding amounts over the same period were recorded by the Tracker Fund of Hong Kong (-4.857 billion), Alibaba-W (-2.314 billion), and Hang Seng China Enterprises (-2.098 billion) [1][3] Group 1: Shareholding Ratios - China Telecom (00728) has a shareholding ratio of 71.39% with 9.909 billion shares [2] - Gree Power Environmental (01330) has a shareholding ratio of 69.71% with 0.282 billion shares [2] - Kaisa New Energy (01108) has a shareholding ratio of 68.10% with 0.170 billion shares [2] - Tianjin Chuangye Environmental (01065) has a shareholding ratio of 67.45% with 0.229 billion shares [2] - China Shenhua (01088) has a shareholding ratio of 66.32% with 2.240 billion shares [2] Group 2: Recent Increases in Shareholding - Tencent Holdings (00700) increased its shareholding by +4.302 billion, with a change of +6.8552 million shares [2] - Xiaomi Group-W (01810) increased its shareholding by +3.564 billion, with a change of +9.3845 million shares [2] - China Construction Bank (00939) increased its shareholding by +1.688 billion, with a change of +21.6074 million shares [2] - China Life (02628) increased its shareholding by +0.890 billion, with a change of +2.6972 million shares [2] Group 3: Recent Decreases in Shareholding - Tracker Fund of Hong Kong (02800) decreased its shareholding by -4.857 billion, with a change of -17.962 million shares [3] - Alibaba-W (09988) decreased its shareholding by -2.314 billion, with a change of -1.4471 million shares [3] - Hang Seng China Enterprises (02828) decreased its shareholding by -2.098 billion, with a change of -2.2106 million shares [3] - China Mobile (00941) decreased its shareholding by -2.049 billion, with a change of -2.5313 million shares [3]