本文来自微信公众号：IT时报 （ID：vittimes），作者：钱立富，编辑：孙妍，原文标题：《运营商集体上线eSIM手机业务，待iPhone Air下周上市，华 为OV跟进》，题图来自：AI生成 eSIM手机业务终于来了！ 昨日（10月13日）晚间，三家电信运营商不约而同发布消息称，已获得工信部eSIM手机商用试验批复许可。 同样是在10月13日晚间，苹果方面正式宣布，中国大陆用户可于10月17日早9点起预购iPhone Air，10月22日起正式发售。 10月14日，《IT时报》记者走访了三家电信运营商营业厅。工作人员称，当前可进行预约，等到苹果iPhone Air发售后，用户可携机在营业厅办理eSIM手 机业务。 集体官宣靴子落地 9月10日，苹果在秋季发布会上推出了轻薄手机iPhone Air，在全球范围内统一采用仅支持eSIM的设计，且可激活两个eSIM，没有配备实体卡槽。苹果中 国官网当时称，中国联通是唯一受支持的iPhone eSIM运营商。 一个月后，"靴子"终于落地。 但在9月12日iPhone 17系列预售当天，iPhone Air缺席。同日苹果中国官网更新消息称："中国移动、中国电信和中 ...

Core Insights - Apple announced that the iPhone Air will be available for pre-order in China starting October 17 at 9 AM, with official sales beginning on October 22 [1] - Major Chinese telecom operators, including China Mobile, China Unicom, and China Telecom, have received approval to launch eSIM services, marking the arrival of a "cardless" era [1] - Domestic manufacturers such as Huawei and OPPO are also expected to release eSIM phones soon [1] Group 1 - eSIM, or Embedded-SIM, is an electronic version of the traditional SIM card, allowing users to activate mobile network services without a physical SIM card [9] - The use of eSIM technology enhances the device's sealing level and improves water and dust resistance, contributing to a thinner design [9] - Under the eSIM system, a single user can manage up to five numbers, including eSIM numbers, with a maximum of two domestic operator numbers supported per eSIM device [9] Group 2 - China Telecom is fully supporting the eSIM virtual card slot alongside the launch of the iPhone Air [5] - The eSIM technology allows for dual-number functionality and enhances privacy protection while eliminating the need for traditional SIM card installation [6] - Promotions include significant discounts on device purchases and additional benefits such as high-speed internet access [6]

Core Insights - The "Digital Inner Mongolia" initiative is enhancing the region's digital infrastructure through advanced technologies like 5G, AI, and computing power, significantly contributing to industrial upgrades and public service improvements [1][3][5] Group 1: Network Infrastructure Development - The telecommunications sector in Inner Mongolia has seen substantial improvements in network coverage, with a total of 92,600 5G base stations established by August 2025, achieving a coverage rate of 99.5% in administrative villages and 100% in industrial parks [3][4] - The deployment of 5G-A has progressed, with over 3,000 5G-A base stations operational, providing peak user rates of 3 Gbps, which is 3-5 times faster than standard 5G [3][4] Group 2: Computing Power Infrastructure - Inner Mongolia is a key node in the "East Data West Computing" strategy, with accelerated data center construction, including the completion of the Huawei Ascend 910C super node cluster with a computing power of 300 PFlops [6][8] - The region's telecommunications companies are enhancing cross-domain security and connectivity, with Inner Mongolia Telecom launching the first 400G quantum secure OTN computing encryption line in the country [7][8] Group 3: Technological Innovation and Applications - The integration of 5G and AI technologies in various sectors has led to significant efficiency gains, such as a 10% increase in production efficiency in industrial manufacturing and the establishment of the world's first 5G-A smart open-pit mine [9][10] - In the public service sector, new AI-driven products and services are being introduced, such as the "Cloud Smart Phone" and "AI Smart Home" solutions, enhancing user experience and operational efficiency [10][11] Group 4: Policy Guidance and Future Outlook - The Inner Mongolia Communications Administration is actively promoting the "Sail Action" upgrade plan for large-scale 5G applications, aiming to optimize information infrastructure and foster high-quality digital economic development [12]

经济观察报 记者 钱玉娟 10月13日晚，中国联通率先通过官方公众号宣布，于近期正式获得开展eSIM手机运营服务商用试验的批复，这一信息的意义正如其标题所示，"eSIM手机， 来了！" 中国移动紧随其后，在公布eSIM手机业务获批的同时，还附上了业务办理网点的预约页面截图，以供用户参考。 中国电信虽然直到13日深夜才公布消息，但它提到，其eSIM手机业务于当日获批，随即便在国内31个省市正式上市销售。 伴随中国大陆市场的运营商可提供eSIM手机服务，作为苹果迄今为止最轻薄的iPhone新品，仅支持eSIM的iPhone Air迎来了它在中国市场发售的曙光。 10月13日晚，苹果公司CEO库克甚至走进Apple Store旗舰店抖音直播间，面向中国消费者表示，iPhone Air即将于下周在中国正式发售，自10月17日起接受 预购。 今年9月中旬，在iPhone 17全球首发前，苹果公司宣布入驻抖音商城。 Canalys数据显示，2024年，苹果iPhone在中国大陆市场的出货量为4290万台，相比2023年下滑17%，是前五大厂商中跌幅最大的一家。 2025年以来，在天猫、京东、拼多多这些可触达中国消费者的电 ...

Core Points - The three major telecom operators in China, China Mobile, China Unicom, and China Telecom, have received approval to conduct commercial trials for eSIM mobile services [1][2][15] - eSIM technology allows for embedded SIM cards that do not require physical insertion or replacement, enhancing device design and performance [1][7] - Apple has been a strong proponent of eSIM technology, launching the iPhone Air with eSIM design, which is the thinnest iPhone to date at 5.6 mm [1][5][3] Group 1: eSIM Technology Overview - eSIM is an embedded SIM card that can be configured over-the-air (OTA), improving device waterproofing and design flexibility [1] - The technology is expected to gradually replace physical SIM cards, leading to a "no SIM card" era [7] - Currently, only Apple devices support eSIM, but other brands like Huawei and OPPO are expected to release eSIM-enabled phones soon [6] Group 2: Market Impact and Consumer Adoption - The approval of eSIM services resolves the last hurdle for the iPhone Air's launch in China, allowing pre-orders to start on October 17 and sales on October 22 [3][2] - The adoption of eSIM technology in China may take time as consumer acceptance is still developing [7] - Industry insiders believe that the approval will accelerate system optimization and service preparation, leading to more convenient features like remote activation and seamless switching between devices [15]

齐鲁晚报·齐鲁壹点记者 朱洪蕾 10月13日，中国联通、中国移动、中国电信三大电信运营商相继官宣eSIM手机商用试验获批，广大用户可前往营业厅办 理eSIM手机业务，第一时间享受更加便捷、灵活的通信体验。 eSIM手机, 来了! 中国联通 2025年10月13日 18:04 北京 近期,中国联通正式获得开展eSIM手机 运营服务商用试验的批复,这一重要突破标志 着中国联通在eSIM领域长达十年的技术积累与实践探索取得里程碑式进展,也将为数 字经济发展和终端连接创新注入新动能。 回顾发展历程,中国联通始终引领eSIM技术应用与创新。自2015年启动技术研发, 2018年国内推出eSIM可穿戴业务,再到陆续获得物联网、笔记本与平板类业务许可, 中国联通已累计适配终端75款,覆盖消费电子、工业互联、智慧出行等多类场景,服 务用户规模突破数百万。 eSIM手机业务的获批,标志着中国联通实现eSIM全场景业务闭环。eSIM技术以高安全 性、稳定性及运营商灵活切换等优势,为用户带来"免插卡激活、多设备协同、全球 无缝漫游"的便捷体验,同时推动个人终端向"轻量化、多模态"演进。 未来中国联通将继续与产业链各方携手,共建开放 ...

Core Insights - China Mobile and China Unicom have officially announced the approval for commercial trials of eSIM mobile services [2] - China Telecom has also received approval from the Ministry of Industry and Information Technology for eSIM mobile service trials, marking the launch of eSIM services across 31 provinces and regions in China [2] - The eSIM mobile service has generated significant market interest, with China Mobile receiving over 150,000 reservations within 4 hours and China Unicom nearly 70,000 [2] Industry Overview - eSIM technology replaces physical SIM cards with electronic data files, allowing users to activate mobile services without inserting a physical card [2] - Compared to traditional SIM card-supported phones, eSIM devices offer features such as multi-SIM switching, increased internal space for components like batteries and cameras, and improved waterproof capabilities [2] - Supported devices include Apple iPhone Air, with additional eSIM models from domestic manufacturers like Huawei and OPPO expected to be released soon [2]

Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are Green Power Environmental (70.05%), China Telecom (69.96%), and COSCO Shipping Energy (68.73%) [1][2] - The companies with the largest increase in holding amounts over the last five trading days are Zijin Mining (+1 billion), Kuaishou (+0.981 billion), and Pop Mart (+0.624 billion) [1][2] - The companies with the largest decrease in holding amounts over the last five trading days are SMIC (-2.258 billion), Hua Hong Semiconductor (-1.222 billion), and Alibaba (-0.714 billion) [1][4] Hong Kong Stock Connect Holding Ratios - Green Power Environmental (01330) has a holding of 283 million shares, representing 70.05% [2] - China Telecom (00728) has a holding of 9.711 billion shares, representing 69.96% [2] - COSCO Shipping Energy (01138) has a holding of 891 million shares, representing 68.73% [2] - Other notable companies include Changfei Optical Fiber (06869) at 68.48% and China Shenhua (01088) at 67.25% [2] Recent Increases in Holdings - Zijin Mining (02899) saw an increase of 1 billion in holding amount, with a change of 29.19 million shares [2][4] - Kuaishou (01024) experienced an increase of 0.981 billion, with a change of 12.19 million shares [2][4] - Pop Mart (09992) had an increase of 0.624 billion, with a change of 2.39 million shares [2][4] Recent Decreases in Holdings - SMIC (00981) had a decrease of 2.258 billion in holding amount, with a change of 28.18 million shares [4] - Hua Hong Semiconductor (01347) saw a decrease of 1.222 billion, with a change of 13.86 million shares [4] - Alibaba (09988) experienced a decrease of 0.714 billion, with a change of 4.39 million shares [4]

Group 1 - The core viewpoint of the articles highlights the successful implementation of the DeepSeek series model by China Telecom Research Institute in collaboration with various industry partners, achieving cost reduction and efficiency improvement in large model inference through a combination of NVIDIA and domestic computing power [1][2] - The DeepSeek 671B model demonstrated a throughput performance improvement of 30% to 72% across multiple scenarios, with a doubling of concurrent capability and a maximum reduction of 42% in inference costs under the same throughput conditions [1] - The successful verification of heterogeneous computing power collaboration for large model inference reflects China Telecom's deep understanding of intelligent computing optimization technology and its innovative practices in adapting domestic computing power [2] Group 2 - The industry consensus is shifting towards optimizing chip design for the Prefill and Decode stages of inference, with NVIDIA and Huawei releasing respective chip design plans that incorporate "high compute low storage" and "low compute high storage" strategies [2] - China Telecom Research Institute has developed a full-stack self-research heterogeneous mixed inference system that showcases three core advantages: efficient transmission between heterogeneous chip PD pools, automatic recommendation and real-time optimization of PD resource allocation, and dynamic scheduling of inference tasks [2] - China Telecom aims to continue enhancing the high-quality development of domestic computing power, creating a "connected and efficient collaborative" heterogeneous computing ecosystem for large model training and inference [2]

Group 1: Quantum Communication Breakthrough - The Inner Mongolia Telecom has launched China's first 400G quantum secure OTN dedicated line, marking a significant breakthrough in quantum communication applications [1][2] - The dedicated line spans over 2000 kilometers, connecting data centers in Anhui Hefei and Inner Mongolia Hohhot, achieving high-speed and high-security cross-regional computing interconnection [1] - This project integrates OTN optical transport network technology with quantum encryption technology, creating the industry's first 400G quantum secure OTN product, unifying "large bandwidth transmission" with "quantum-level security" [1] Group 2: Technological Highlights - The project features a super-converged architecture that redefines secure transmission paradigms [1] - It achieves full-stack domestic production, reinforcing the foundation of self-control [1] - The system has cross-domain scheduling capabilities, maximizing the potential of the computing network [1] Group 3: Power System Upgrade - Inner Mongolia Telecom's data center has upgraded its power system to support a national-level computing project, increasing the IT power supply capacity to 32MW [3] - The upgrade utilized Huawei's Power Module 3.0 solution, which saves 40% of distribution space and reduces installation time to two weeks [3] - The system operates with a link efficiency of 97.8% under the S-ECO mode, demonstrating enhanced power supply capability and energy efficiency [3] Group 4: Smart Forestry Initiative - Inner Mongolia Telecom is collaborating with Inner Mongolia Forest Industry Group to enhance information technology capabilities in forestry, promoting "smart forestry" and "digital forest industry" [4] - The project includes the construction of 290 base stations to improve communication coverage in forest areas, ensuring rapid response for emergency communications [4] Group 5: Ecological Monitoring and Management - Upgrades to high-altitude video monitoring and the implementation of drone patrol systems are underway, establishing a comprehensive monitoring network [6] - Eight core systems for emergency command, human resource management, smart tourism, and forest resource management have completed requirement confirmation and are in the development phase [6] - The initiative leverages cloud computing, IoT, and big data to support ecological protection, resource supervision, and industrial upgrades [8]