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]

Group 1 - The Tianhong CSI Hong Kong Stock Connect Central State-Owned Enterprises Dividend ETF (159281) closed up 0.51% on October 14, with a trading volume of 97.02 million yuan [1] - The fund was established on August 20, 2025, with an annual management fee of 0.50% and a custody fee of 0.10% [1] - As of October 13, the latest share count for the fund was 342 million shares, with a total size of 336 million yuan [1] Group 2 - The fund's recent trading activity shows a cumulative trading amount of 1.047 billion yuan over the last 20 trading days, with an average daily trading amount of 52.36 million yuan [1] - The current fund manager is He Yuxuan, who has managed the fund since its inception, with a return of -1.72% during the management period [1] - The top holdings of the fund include COSCO Shipping Holdings, Orient Overseas International, China Foreign Transport, China Petroleum, CITIC Bank, CNOOC, China Shenhua Energy, China People's Insurance Group, China Unicom, and Agricultural Bank of China, with respective holding percentages [2]

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]

Market Overview - On October 13, the A-share market experienced fluctuations, with the three major indices opening lower but recovering later in the day. The Shanghai Composite Index closed down 0.19%, the Shenzhen Component Index down 0.93%, and the ChiNext Index down 1.11% [2][3] - The total trading volume in the Shanghai and Shenzhen markets was 2.35 trillion yuan, a decrease of 160.9 billion yuan compared to the previous trading day [2] Sector Performance - The sectors that saw the highest gains included rare earth permanent magnets, non-ferrous metals, and semiconductors, while the automotive parts and gaming sectors experienced the largest declines [2] International Markets - The U.S. stock market indices rose on October 13, with the Dow Jones Industrial Average increasing by 587.98 points (1.29%) to close at 46,067.58 points, the S&P 500 up by 102.21 points (1.56%) to 6,654.72 points, and the Nasdaq Composite up by 490.18 points (2.21%) to 22,694.61 points [3] - European stock indices also saw gains, with the FTSE 100 up 0.16%, the CAC 40 up 0.21%, and the DAX up 0.60% [4] Commodity Prices - International oil prices rose on October 13, with light crude oil futures for November delivery increasing by $0.59 to $59.49 per barrel (1.0% increase) and Brent crude oil for December delivery rising by $0.59 to $63.32 per barrel (0.94% increase) [4][5] Key Developments - The national retail sales of passenger cars in September reached 2.241 million units, a year-on-year increase of 6.3% and a month-on-month increase of 11.0%, marking a new high for the month [6] - China Unicom launched an online reservation channel for eSIM services, with over 60,000 users already signed up, indicating preparation for the upcoming launch of the iPhone Air in China [7][10] - The "Kua Fu" project in China achieved significant progress in fusion reactor technology, marking a milestone in the development of controlled nuclear fusion [8][9] Institutional Insights - Citic Securities noted that advancements in AI models by companies like OpenAI and Google are likely to benefit domestic AI applications, presenting investment opportunities [11] - Gold prices are expected to rise, with predictions of reaching $5,000 per ounce, driven by market dynamics and investor sentiment [11]

Core Viewpoint - The three major telecom operators in China, China Mobile, China Telecom, and China Unicom, have received approval from the Ministry of Industry and Information Technology to officially launch mobile eSIM commercial trials, marking a significant advancement in the application of eSIM technology in the mobile sector and enhancing digital economic connectivity [1][2][4]. Group 1: Company Developments - China Unicom was the first to receive approval for eSIM commercial trials in early September, followed by China Telecom and China Mobile in October [1]. - China Unicom's eSIM initiative is highlighted as a milestone achievement after ten years of technological accumulation, having started core technology research in 2015 and launching eSIM services for wearable devices in 2018 [4][5]. - As of October 13, over 50,000 users have registered for the eSIM service through China Unicom, indicating strong demand for card-free communication [5]. Group 2: Industry Impact - The launch of mobile eSIM services is expected to accelerate system optimization and business preparations among the three telecom operators, leading to enhanced user experiences such as remote card activation and seamless device switching [6]. - The introduction of eSIM technology is anticipated to drive the evolution of personal communication towards lightweight and multi-modal solutions, providing users with a more convenient communication experience [5][6]. - The upcoming iPhone Air, which will only support eSIM activation, is positioned as a representative terminal for this commercial trial, emphasizing the shift towards eSIM technology in consumer electronics [5].

【#三大运营商eSIM手机业务全面落地##iPhoneAir国行如何办理eSIM业务#】据 C114 通信网今日报 道，中国电信获得工信部 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。#联通获批eSIM手机运营服务商用试验# 中国联通、中国移动已经宣布正式获得开展 eSIM 手机运营服务商用试验的批复。苹果 CEO 库克今晚 突现抖音 Apple Store 直播间，宣布 iPhone Air 国行版将于 10 月 17 日（本周五）早 9 点开启预定，10 月 22 日（下周三）开售，售价 7999 元起。 根据官方此前公布的信息，iPhone Air 仅可通过 eSIM 激活运营商网络。在中国大陆，中国移动、中国 电信和中国联通将为产品提供 eSIM 支持，具体时间依监管部门审批情况而定。用户可以联系运营商确 认其对 eSIM 的支持情况。（IT之家） 中国电信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。 具体办理门店可拨打当地 10000 号客服电话进行咨询，也可通 ...

Core Insights - All three major telecom operators in China have received approval to conduct commercial trials for eSIM mobile services [1] Group 1: Company Developments - China Unicom was the first to receive approval in early September [1] - China Telecom and China Mobile received their approvals in October [1]

所谓eSIM就是嵌入式SIM卡（Embedded Subscriber Identity Module），是由全球移动通信协会（GSMA）制定的新一代SIM卡标准。是作为传统 SIM卡的升级形态，通过将通信功能集成于设备芯片，没有物理卡槽，实现远程配置运营商信息，具备灵活便捷、安全可靠、节省设备空间等优 势。 13日晚，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，第一时间享受 更加便捷、灵活的通信体验，具体可登录中国移动APP查询办理网点信息。 同一天，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。 今天早些时候，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，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。 智通财经记者 周玲 eSIM手 ...