Core Viewpoint - The launch of satellite communication services by Chinese telecom operators marks a significant advancement in communication technology, enabling direct satellite connectivity for mobile phones and vehicles, which is crucial during emergencies [1][2][5]. Group 1: Satellite Communication Development - China Telecom has pioneered the commercial service of "mobile direct satellite connection," overcoming significant technical challenges to provide this service to consumers [2][4]. - China Unicom has also received a license to operate satellite mobile communication services, further expanding the availability of satellite connectivity across the country [1][5]. - The integration of satellite communication with terrestrial networks is seen as a key feature of the upcoming 6G era, enhancing the resilience and reach of communication services [7][9]. Group 2: Technological Innovations - The introduction of eSIM technology is transforming device connectivity, allowing for more flexible and secure communication solutions across various devices [9][10]. - The proliferation of IoT applications, such as smart water meters and livestock tracking, demonstrates the practical benefits of enhanced connectivity in everyday life [10][12]. - The collaboration between telecom companies and technology providers is driving innovation in communication infrastructure, with a focus on 5G and future 6G technologies [16][20]. Group 3: Economic and Environmental Impact - The shared infrastructure model between China Telecom and China Unicom has resulted in significant cost savings and reduced carbon emissions, showcasing a sustainable approach to network expansion [18][20]. - The development of domestic CPU technology is crucial for supporting the growing demands of AI and other advanced applications, indicating a shift towards self-sufficiency in critical technology sectors [20].

Core Viewpoint - The Ministry of Industry and Information Technology of China has issued satellite mobile communication business licenses to the three major telecom operators, marking a significant step towards the commercialization of satellite communication services in China [1][2]. Group 1: Company Developments - China Mobile has received a satellite mobile communication business license, allowing it to conduct services such as direct satellite connections for mobile phones, enhancing emergency communication, maritime communication, and services in remote areas [1]. - China Mobile is actively expanding its satellite communication services, including satellite fixed broadband and satellite IoT, and has launched the Beidou SMS service nationwide [3]. - China Unicom has launched mobile direct satellite services and successfully deployed low-orbit satellites in collaboration with Zhejiang Space Dao Yu Technology Co., Ltd. [4]. - China Telecom has introduced mobile direct satellite services globally and plans to launch "automobile direct satellite" services in 2024, leveraging the self-built Tiantong satellite mobile communication system [4]. Group 2: Industry Trends - The satellite internet industry is on the verge of large-scale application, with the potential for a trillion-yuan market as satellite launch costs decrease and low-orbit satellite networks are deployed [2]. - The issuance of satellite mobile communication business licenses to all three major telecom operators is expected to accelerate the commercialization of mobile satellite communication services and reduce costs associated with promoting satellite services [4]. - The integration of satellite communication systems with existing terrestrial communication networks is crucial for the development of a comprehensive satellite communication ecosystem [4].

Group 1 - The Ministry of Industry and Information Technology (MIIT) has issued satellite mobile communication business licenses to China Mobile, following China Telecom and China Unicom, enabling them to conduct satellite direct connection services and enhance applications in emergency communication, maritime communication, and remote area communication [1][2] - The MIIT aims to optimize market access for satellite communication and strengthen regulatory oversight to promote high-quality development of the satellite communication industry, supporting the construction of a strong network, aerospace, and digital China [1][3] - China Telecom launched satellite direct connection services globally in September 2023, collaborating with major brands to introduce approximately 30 terminal devices supporting this feature by April 2025 [2][3] Group 2 - The MIIT's guidelines encourage telecom operators to explore the potential of high-orbit satellites like Tiantong and Beidou, promoting the direct connection of mobile devices to satellites and expanding high-speed data services based on low-orbit satellite internet [3][4] - China has established two major autonomous high-orbit satellite systems, Tiantong and Beidou, which theoretically can achieve global coverage with just three satellites, although the return on investment is long [4] - The development of low-orbit satellite constellations is expected to enhance overall service capabilities and expand coverage, creating a synergistic effect with high and medium-orbit satellites [4]

Core Points - The Ministry of Industry and Information Technology of China has granted satellite mobile communication business licenses to major telecom operators, including China Mobile, China Telecom, and China Unicom, allowing them to conduct satellite direct connection services [1] - China Mobile is the second telecom operator to receive this license in September, following China Unicom, which launched its satellite direct connection service shortly after receiving the license [1] - China Telecom was the first among the three operators to launch satellite direct connection services, having already developed this business for some time [1] Company Developments - China Telecom held a launch event for its satellite direct connection service in Hong Kong on May 8, leveraging the Tiantong satellite system [2] - On May 16, China Telecom announced the international expansion of its satellite services through a partnership with ETL in Laos [2] - In the first half of the year, China Telecom's satellite business revenue increased by 20.5% year-on-year [2]

9月29日，工业和信息化部官方微信"工信微报"发布消息，按照《关于优化业务准入促进卫星通信产业发展的指导意见》有关部署，工业和信息化部近日向 中国移动通信集团有限公司（以下简称中国移动）颁发卫星移动通信业务经营许可。目前，继中国电信之后，中国移动、中国联通两家基础电信企业也已获 得卫星移动通信业务经营资质，可依法开展手机直连卫星等业务，深化应急通信、海事通信、偏远地区通信等场景应用，丰富通信服务与产品供给。 中国电信的手机直连卫星业务早在2023年9月就已启动，成为全球范围内首个推出大众智能手机直连卫星的通信运营商。 中国电信的手机直连卫星业务已经迈向全球。5月8日，中国电信在中国香港举办手机直连卫星业务落地发布会，正式宣布以天通卫星系统为依托的手机直连 卫星业务落地中国香港；5月16日，中国电信与老挝通信有限公司ETL在老挝共同举办天通-手机直连卫星业务发布会，正式宣告天通卫星走出国门，天通手 机直连卫星业务落地老挝。 2025年半年度报告显示，目前中国电信手机直连卫星业务在老挝正式落地商用，服务扩大至东南亚国家。今年上半年，中国电信卫星业务收入同比增长 20.5%。 下一步，工业和信息化部将深入贯彻落实党 ...

中央纪委国家监委网站9月29日通报，据中央纪委国家监委驻中国联通纪检监察组、河北省纪委监委消 息：云南联通新通信有限公司总经理伍昭祥涉嫌严重违纪违法，目前正接受中央纪委国家监委驻中国联 通纪检监察组纪律审查和河北省监委监察调查。 ...

山东联通以"客户日"活动为抓手，每月通过线上线下活动，拉近客户距离，打造百姓身边的服务市集。 9月份围绕"联通客户日 全民科普行"主题，抓住开学季时间节点，联合济南分公司走进金海星老年大 学，为学员们开启新学期第一堂科普课。 金海星老年大学结合老年群体的实际需求，组织专业的老师为老年人提供书画类、演出类的特色培训， 还不定期开展节日、节庆类的文娱活动，丰富老年人的生活，让老人有更多的获得感和幸福感。本次活 动策划期间，济南联通的助老课堂讲师与校方进行了充分的沟通，了解老年学员们的需求和偏好，多次 调整和优化课件，真正为老年人送上了一堂丰富、实用的科普课。 客户日线上活动也格外吸引老人们，工作人员一对一指导老人参与答题和抽奖，增加了活动的趣味性。 本次活动还邀请了华为工作人员指导老人们操作手机，包括：调整字体、拨打电话、发送信息等常用手 机功能，帮助部分老人清理了手机内存，提升了使用感知，还有专业的人员为老人们进行了免费的手机 贴膜。 本次活动得到了老年大学校方和学员们的肯定，也为我们的助老服务延伸奠定了基础。接下来，山东联 通将继续推进"总经理办实事"活动走深走实，持续推动适老化产品和服务措施的落地，通过科技 ...

山东联通始终致力于打造"买手机，到联通——又好又便宜"的消费认知，坚持以官方正品、型号齐全、 价格优惠、售后无忧为核心优势。用户无论是直接购买还是选择合约计划，都能享受到高品质、高性价 比的通信体验。此次携手巩晓彬先生，不仅是品牌理念与体育精神的价值共鸣，更是双方基于"为家乡 人办实事"理念的一次深度联动。 对于此次担任推广大使，巩晓彬表示："非常高兴能以这样一个新角色继续服务家乡。咱们山东人讲实 在、重品质，买东西图个放心实惠。山东联通的手机品类全、价格实在，还有多种灵活合约购机计划， 将购机与通信套餐结合，让用户享受更大程度的优惠，售后还有保障，是真正值得信赖的选择。" 0:00 / 0:33 9 月29 日，山东联通正式宣布，中国篮球名宿、山东体育旗帜性人物巩晓彬先生正式出任山东联通"买 手机到联通"推广大使。这位深受山东人民喜爱的篮球传奇"逍遥王"，将以新身份携手山东联通，共同 为家乡用户带来更可靠、更实惠、更优质的手机产品与服务体验。 巩晓彬是山东人民耳熟能详的体育偶像，其职业生涯始终以扎实的球风、敏锐的战术头脑和永不服输的 拼搏精神著称，曾入选中国篮球五十杰与篮球名人堂，深得齐鲁大地球迷的尊敬与喜 ...

三江源是国家生态安全屏障和"中华水塔"，孕育着长江、黄河、澜沧江三大河流。这里不仅是国家重要 的生态保护区，也是维护全国水源涵养与生态平衡的关键区域。近年来，随着"东数西算"工程的推进， 三江源凭借丰富的新能源资源与广阔的土地空间，成为绿色算力布局的重要节点。清洁能源在此不仅关 乎生态修复与保护，更关乎国家战略实施与能源结构转型。 走进天合光能/中国联通三江源绿电智算融合智能微电网示范项目现场，一排排光伏组件有序铺设，储 能系统稳定运转，源源不断的绿色电力被送入算力中心，驱动高性能计算稳定运行。与以往火电、水电 支撑不同，这里构建"源-网-荷-储-算"五维协同智能微电网系统，实现100%清洁能源自给，为高海拔地 区零碳算力工程打造样板。 实现100%绿色供电 算力中心作为数字经济的核心基础设施，历来是能源消耗大户。天合光能集中式解决方案华北区域总经 理王大威告诉《中国能源报》记者："算力中心需要24小时高可靠供电，按照目前青海联通已投产的 5000匹算力规模计算，年用电量高达1.5亿千瓦时，主要通过购买火电和水电进行供电，每度电的平均 成本0.42元，且碳排放压力巨大。" 王大威补充说："我们自主研发的EMS ...

Investment Rating - Industry rating: Recommended [4] Core Insights - The report emphasizes the potential growth of the Beidou satellite navigation system and its applications in various sectors, including telecommunications, smart grid, and emergency response, indicating a multi-faceted development landscape [1][6] - The report highlights the increasing focus on domestic AI computing power, driven by significant growth in companies like Alibaba Cloud and Huawei, suggesting a robust acceleration in the scale and application of domestic AI computing [2][11] - The telecommunications operators are positioned to leverage their natural advantages in network operations and customer integration to promote satellite technology penetration, with a stable profit outlook supported by AI empowerment and cost reduction [8][9] Summary by Sections Beidou and Satellite Applications - The Beidou system is expected to upgrade significantly, with a projected annual growth rate of over 3% in applications, leading to an estimated 420 million new devices by 2028 [6] - The report notes that the telecommunications operators are crucial in expanding satellite applications, with traditional mobile business revenues under pressure but new opportunities arising from AI and satellite communications [7][8] AI Computing Power - The report recommends focusing on domestic AI computing power, with key beneficiaries including Cambrian, Moer Thread, and SMIC, as the industry anticipates accelerated growth in AI applications [2][11] - The demand for optical modules and components is expected to rise due to AI computing needs, with companies like LightSpeed Technology and Huagong Technology positioned to benefit [12][13] Telecommunications Sector - The report identifies telecommunications operators as key players in the AI and computing infrastructure space, with a focus on cloud and smart upgrades, benefiting from the "East Data West Computing" strategy [9][18] - The report suggests that the telecommunications sector is at a turning point, with traditional revenue streams under pressure but new growth areas emerging in satellite and IoT applications [8][18] Edge Computing and Security - The edge computing sector is anticipated to see renewed growth opportunities, with companies like Wangsu Technology and Yuke Technology highlighted as beneficiaries [20][21] - The report also emphasizes the importance of information security, recommending companies like Unisplendour and Qihoo 360 as key players in this space [21]