Core Insights - China Telecom (601728.SH) reported a revenue of RMB 394.3 billion for the first three quarters of 2025, reflecting a year-on-year growth of 0.6% [1] - The net profit attributable to shareholders for the same period was RMB 30.8 billion, showing a year-on-year increase of 5% [1] - In Q3 2025, the company recorded a revenue of RMB 124.8 billion, which is a decline of 0.91% year-on-year, while the net profit for this quarter was RMB 7.756 billion, up by 3.6% year-on-year [1] Revenue Breakdown - The revenue from new strategic businesses continued to expand, with IDC revenue reaching RMB 27.5 billion, a year-on-year growth of 9.1% [1] - Security revenue amounted to RMB 12.6 billion, marking a year-on-year increase of 12.4% [1] - Smart revenue saw a significant year-on-year growth of 62.3% [1] - Video Internet revenue increased by 34.2% year-on-year [1] - Satellite communication revenue grew by 23.5% year-on-year [1] - Quantum revenue experienced a remarkable year-on-year increase of 134.6% [1]

Core Insights - The core viewpoint of the articles indicates that China Telecom's revenue has slightly decreased while net profit has increased, driven mainly by non-operating items, and highlights the contrasting performance between emerging and traditional businesses [1][3][4]. Financial Performance - In Q3 2025, China Telecom reported a revenue of 1248.48 billion RMB, a year-on-year decrease of 0.91% [1][2]. - The net profit attributable to shareholders increased by 3.60% to 77.56 billion RMB, primarily driven by non-operating projects [1][2]. - For the first three quarters of 2025, total revenue reached 394.27 billion RMB, a growth of 0.59% year-on-year, while net profit was 307.73 billion RMB, up 5.03% [2]. User Growth - The company added 12.67 million mobile users and 3.05 million broadband users in the first three quarters of 2025 [1][4]. - The total number of mobile users reached 437 million, with a 5G penetration rate of 66.9% [4]. - The net increase in mobile users was lower than the previous year's 14.90 million, and broadband user growth also slowed significantly from 6.10 million to 3.05 million [4]. Emerging Business Growth - Emerging businesses are identified as the main growth driver, with significant increases in revenue from strategic new businesses [3]. - IDC business revenue reached 27.5 billion RMB, growing by 9.1%, while security business revenue was 12.6 billion RMB, up 12.4% [3]. - "Smart revenue" surged by 62.3%, IoT revenue grew by 34.2%, and quantum revenue doubled with a growth of 134.6% [3]. Cost Control and R&D Investment - The company maintained effective cost control, with operating costs rising only 0.1% to 274.8 billion RMB [6]. - Sales expenses decreased by 1.4%, optimizing the expense structure [6]. - R&D expenses increased by 4.4% to 9.1 billion RMB, focusing on key technologies related to network, cloud, AI, and quantum security [6].

| 单位：万户 | 2025 年三季度 | | --- | --- | | 移动用户数 | 43,719 | | 当季净增/减用户数 | 448 | | 其中：5G 网络用户数 | 29,241 | | 当季净增/减用户数 | 1,039 | | 有线宽带用户数 | 20,049 | | 当季净增/减用户数 | 189 | 证券代码：601728 证券简称：中国电信 公告编号：2025-030 中国电信股份有限公司 2025 年第三季度主要运营数据公告 中国电信股份有限公司 2025 年第三季度主要运营数据 如下： 二〇二五年十月二十一日 1 本公司谨此提醒投资者，上述运营数据为内部统计数据， 并不代表公司对未来经营情况的任何预测或保证，投资者应 注意不恰当地使用上述数据可能造成的投资风险。 中国电信股份有限公司 ...

Core Insights - China Telecom reported third-quarter revenue of 124.848 billion yuan, a year-on-year decrease of 0.91% [1] - The net profit for the third quarter was 7.756 billion yuan, reflecting a year-on-year increase of 3.60% [1] - For the first three quarters, the total revenue reached 394.27 billion yuan, showing a year-on-year growth of 0.59% [1] - The net profit for the first three quarters was 30.773 billion yuan, which is a year-on-year increase of 5.03% [1]

Core Insights - China Telecom (601728.SH) reported a revenue of RMB 394.3 billion for the first three quarters of 2025, representing a year-on-year growth of 0.6% [1] - The net profit attributable to shareholders of the listed company reached RMB 30.8 billion, showing a year-on-year increase of 5% [1] Financial Performance - Revenue for the first three quarters: RMB 394.3 billion, up 0.6% year-on-year [1] - Net profit attributable to shareholders: RMB 30.8 billion, up 5% year-on-year [1]

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 中国电信：第三季度净利润77.56亿元，同比增长3.60%；前三季度净利润307.7亿元，同比增长5.03%。 风险提示及免责条款 ...

10月21日，国务院国资委发布最新中央企业外部董事任免消息，对中国电信集团、中国卫星网络集团等 5户央企的董事会结构进行优化。 其中，周渝波出任中国电信集团有限公司外部董事。 采写：南都·湾财社记者 孔学劭 公开资料显示，周渝波，男，1960年生，北京大学经济法研究生。1982年7月本科毕业于西南政法大学 法律专业，北京航空航天大学、北京交通大学和西南政法大学兼职教授。 周渝波长期在工业部门和经济综合部门工作，负责有关工业行业和企业管理、国企改革工作。上世纪80 年代曾任兼职律师，后被评聘为高级经济师，历任原化学工业部政策法规司法规处处长、原国家石油和 化学工业局政策法规司副司长，原国家经济贸易委员会经济法规司副司长，国务院国有资产监督管理委 员会政策法规局局长、党支部书记。 2015年2月，其任国务院国有资产监督管理委员会副秘书长。而在此次出任中国电信集团有限公司外部 董事前，周渝波曾任中国国新控股有限责任公司董事长、党委书记。 此外，张建恒获聘为中国卫星网络集团有限公司外部董事。作为我国卫星互联网建设的核心力量，中国 星网正加速推进低轨星座组网和天地一体化网络布局。张建恒曾长期担任中国航天科技集团公司党组 ...

Group 1 - SenseTime MEA has formed a significant partnership with China Telecom (UAE) to advance AI vision applications in the smart city sector in Oman, marking a new era of digital transformation in the region [1] - SenseTime MEA, a joint venture established in late 2021 between SenseTime and Saudi Arabia's Public Investment Fund (PIF), focuses on developing smart cities, smart tourism, and AI education in the Middle East [1] - The collaboration combines SenseTime MEA's experience and technology in the Middle East with China Telecom's integrated advantages in "cloud-network-intelligence security," expanding AI technology into more Gulf regions [1] Group 2 - SenseTime is an AI software company committed to leading AI research and creating a scalable and inclusive AI software platform, aiming to drive economic, social, and human development [3] - The company has a strong academic foundation and invests heavily in original technology research, enhancing its capabilities in multimodal and multitask general AI, covering key areas such as perception intelligence, natural language processing, decision intelligence, and intelligent content generation [3] - SenseTime's business includes generative AI, visual AI, and innovative ventures, focusing on efficient, low-cost, and scalable AI innovations to unlock commercial value [3] Group 3 - SenseTime advocates for an ethical view of AI development and actively participates in the formulation of industry, national, and international standards related to data security, privacy protection, and sustainable AI [4] - The company's "AI Sustainable Development Ethical Guidelines" were selected for the United Nations AI Strategic Resource Guide, making it the only Asian AI company to receive this honor [4] - SenseTime is publicly listed on the Hong Kong Stock Exchange and has established offices in various cities globally, including Hong Kong, Shanghai, Beijing, and several international locations [4]

Group 1 - Five central enterprises have undergone changes in external board member positions [1][2][3][4][5] - China National Nuclear Corporation appointed Ge Xiaochun as an external director, while Ouyang Qian is no longer serving in this role [1] - China Aerospace Science and Industry Corporation appointed Zhang Fengchun as an external director [2] - China Telecom Group appointed Zhou Yubo as an external director [3] - China Satellite Network Group appointed Zhang Jianheng as an external director [4] - China FAW Group appointed Ding Shaobin as an external director [5]

中国核工业集团有限公司 10月21日，国务院国资委网站发布《央企人事｜5户中央企业外部董事职务变动》： 经研究，聘任 葛小春 为中国核工业集团有限公司外部董事， 欧阳谦 不再担任中国核工业集团有限公司 外部董事职务。 中国航天科工集团有限公司 经研究，聘任 张逢春 为中国航天科工集团有限公司外部董事。 中国电信集团有限公司 经研究，聘任 周渝波 为中国电信集团有限公司外部董事。 中国卫星网络集团有限公司 经研究，聘任 张建恒 为中国卫星网络集团有限公司外部董事。 中国第一汽车集团有限公司 经研究，聘任 丁绍斌 为中国第一汽车集团有限公司外部董事。 来源： 国务院国资委网站 责编：杨喻程 校 对： 姚远 百万用户都在看 刚刚，利好来了！A股公司，密集公告！ 突发！美国、印度，重大变局！ 刚刚，涨爆了！股市，集体拉升！ 暴涨1600点！日本股市，突然引爆！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 看券商中国 知天下财经 扫码关注券商中国公众号 扫码下载 券 中 社 A P P quanshangcn 舞#t 券中社APP qzs.stcn.com 券 商 中 国 是 证 ...