格隆汇7月31日丨中国联通(00762.HK)宣布，公司将于2025年8月12日(星期二)举行董事会会议，旨在(其 中包括)批准公司及其附属公司截至2025年6月30日止六个月期间的财务业绩及考虑派发中期股息(如 有)。 ...

格隆汇7月31日丨中国联通(00762.HK)宣布，公司将于2025年8月12日(星期二)举行董事会会议，旨在(其 中包括)批准公司及其附属公司截至2025年6月30日止六个月期间的财务业绩及考虑派发中期股息(如 有)。 ...

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之內容概不負責，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 之任何損失承擔任何責任。 承董事會命 中國聯合網絡通信(香港)股份有限公司 陳雅慧 公司秘書 香港，2025 年 7 月 31 日 於本公告日期，本公司之董事會由以下人士組成： 執行董事： 陳忠岳、簡勤、唐永博及李玉焯 獨立非執行董事： 張永霖、鍾瑞明、羅范椒芬及范駿華 CHINA UNICOM (HONG KONG) LIMITED 中國聯合網絡通信(香港)股份有限公司 （在香港註冊成立之有限公司） （股份代號： 762） 董事會會議通知 茲通告中國聯合網絡通信(香港)股份有限公司(「本公司」)將於2025年8月12日(星期二) 舉行董事會會議，旨在(其中包括)批准本公司及其附屬公司截至2025年6月30日止六個月 期間之財務業績及考慮派發中期股息 (如有)。 ...

Group 1 - The Chinese government is promoting the integration of artificial intelligence (AI) into new industrialization, with a focus on enhancing industrial applications and optimizing the industry ecosystem [1][2] - The 2025 World Artificial Intelligence Conference (2025WAIC) showcased various AI applications in industries such as textiles, photovoltaics, and automotive, demonstrating significant efficiency improvements and quality enhancements [1][2] - AI-driven industrial safety systems have shown a 70% increase in response efficiency and a 50% reduction in manpower for safety management in steel manufacturing [1] Group 2 - Major state-owned enterprises are actively engaging in AI and manufacturing initiatives, with China Mobile establishing an AI innovation research institute and China Telecom launching an integrated AI service platform [2] - The Ministry of Industry and Information Technology of China has outlined key tasks for the second half of the year, emphasizing the deepening of the "AI + manufacturing" initiative [2] - A national AI platform called "Huanxin Community" was launched to promote the maturity of domestic AI technologies and industry ecosystems, aggregating data from 13 industries and opening up 40 high-value AI scenarios [2] Group 3 - KPMG's white paper presented at the 2025WAIC highlights that generative AI is rapidly penetrating various key processes in traditional manufacturing, leading to deeper applications beyond initial pilot projects [3]

Group 1 - The "Regulations on Government Data Sharing" will be implemented on August 1, 2025, aiming to enhance the security, order, and efficiency of government data sharing, thereby improving digital governance and public service effectiveness [1] - The regulations fill a legislative gap in China's government data sharing sector and establish a clear management system, addressing the "data island" issue [1] - The regulations are expected to significantly benefit the government data market by optimizing sharing processes and improving data supply efficiency [1] Group 2 - Companies involved in public data authorized operations include China Mobile, China Telecom, China Unicom, Deep Sanda A, Yihualu, Taiji Co., and Guangdian Yuntong [2] - In the financial services sector, companies such as Hengsheng Electronics and Zhongke Ruankai are noted [2] - In the trade and circulation sector, Shanghai Steel Union is mentioned, while in healthcare, companies like Zhongke Jiangnan, Chuangye Huikang, Jiuyuan Yinhai, and Wanda Information are highlighted [2] - In transportation, Shenzhou Holdings and COSCO Shipping Technology are identified [2]

Group 1 - Nanjing Unicom successfully signed a contract worth 47.66 million yuan with Jiangsu Future Network Group Co., Ltd. for the procurement of software and hardware for the computing network scheduling center [1] - This contract marks a significant breakthrough for Nanjing Unicom in the field of future network computing network scheduling construction [2] - The project involves the construction of data centers in Nanjing and 35 key node computer rooms nationwide, showcasing Jiangsu Future Network Group's commitment to major project development [1] Group 2 - Nanjing Unicom's multi-level teams collaborated effectively during the project, conducting in-depth communication with clients to accurately identify core demands regarding functionality, performance, and scale of data centers and node computer rooms [1] - The project delivery phase faced challenges due to the complexity of equipment models across different regions, leading to the establishment of a cross-province debugging team to ensure efficient implementation [1] - Nanjing Unicom aims to leverage this project as an opportunity to promote high-quality development in the computing network field and contribute more to the national computing power network construction [2]

Core Viewpoint - The article highlights the response of telecommunications companies in Beijing to severe flooding, detailing their efforts to restore communication services using advanced technologies like drones and satellite communication systems [1][4]. Group 1: Emergency Response and Recovery Efforts - As of July 28, China Telecom deployed 334 personnel, 6 satellite communication vehicles, and 30 emergency repair vehicles to restore communication in affected areas [2]. - China Unicom reported the deployment of over 320 personnel and various emergency equipment, including 10 satellite base station vehicles and 34 satellite phones, with significant restoration of base stations in multiple districts [2][3]. - Beijing Mobile utilized 5 emergency communication vehicles and 2 drones to establish communication in key areas, successfully sending emergency messages and enabling communication for local government command points [2][4]. Group 2: Impact of Severe Weather - The average rainfall in Beijing reached 165.9 mm, with the maximum recorded at 543.4 mm, leading to significant infrastructure damage, including 31 road damages and 1825 disabled base stations [1]. - Communication facilities suffered extensive damage, with 62 fiber optic cables destroyed and 136 villages experiencing power outages [1]. Group 3: Technological Innovations in Communication - The use of drone base stations has been pivotal, providing emergency communication services to several villages and sending nearly 1 million emergency messages [4][5]. - Satellite communication vehicles and portable satellite stations were deployed to ensure connectivity in remote areas, demonstrating the effectiveness of "hard technology" in disaster response [4]. Group 4: Community Support and Services - Telecommunications companies provided temporary services such as free calls and charging stations for disaster-affected individuals, with China Telecom sending out 19.65 million risk warning messages [5]. - Beijing Unicom offered 100G of free data to users in affected areas, while Beijing Mobile provided essential services like drinking water and temporary shelter at key locations [5].

Core Insights - Shandong Unicom Industrial Internet Co., Ltd. serves as the digital innovation core for China Unicom in Shandong, focusing on AI, industrial internet, big data, and cybersecurity to provide integrated digital solutions for government and enterprises [1][10] Group 1: Company Overview - The company aims to empower the digital economy and assist clients in achieving technological upgrades and value growth, positioning itself as a reliable partner in the digital age [1][10] - It leverages state-owned enterprise resources and localized service capabilities to drive digital transformation in various industries [1][10] Group 2: Recruitment and Positioning - The company is recruiting industry or technology experts to lead core technology research and project implementation, driving digital transformation practices [2][12] - The recruitment plan for mid-to-high-end talent is officially launched, targeting professionals with relevant expertise [8] Group 3: Responsibilities and Requirements - Key responsibilities include leading AI algorithm development, industrial internet platform design, big data applications, and cybersecurity solutions to ensure technological leadership [3][15] - Candidates are expected to have a master's degree or higher, with at least three years of relevant industry experience and project management skills [4][14] Group 4: Specialized Expertise - Specific expertise is sought in various sectors, including: - Petroleum and chemical industry experts with experience in ERP, MES, and smart factory projects [5][16] - Agriculture industry experts with experience in large-scale agricultural information projects [5][16] - Renewable energy experts with experience in major projects like wind and solar energy [5][16] - Big data experts with experience in enterprise-level data platforms and governance [5][16] - AI experts with full-cycle project management experience [5][17] - Cybersecurity experts with experience in large-scale security projects [5][17] Group 5: Compensation and Development - The company offers market-based salaries, comprehensive benefits, and opportunities for career growth through participation in key projects and collaboration with top industry teams [7][18]

Market Overview - The Shanghai Composite Index experienced a slight increase of 0.33%, closing at 3609.71 points, while the Shenzhen Component Index rose by 0.64% to 11289.41 points, and the ChiNext Index surged by 1.86% to 2406.59 points, indicating a positive market sentiment [1] - The total trading volume in the Shanghai and Shenzhen markets reached 182.96 billion yuan, an increase of approximately 63 billion yuan compared to the previous day [1] Sector Performance - The insurance, banking, and agriculture sectors saw declines, while the pharmaceutical, steel, and semiconductor sectors showed significant gains [1] - The innovative drug, CPO concept, and composite copper foil concepts were particularly active in the market [1] Policy Impact - According to Everbright Securities, the ongoing policy initiatives are expected to sustain the "anti-involution" market trend, with a focus on sectors likely to benefit from these policies, such as coal, steel, photovoltaic, and building materials [1] - The current market trend is characterized by "rotating supplementary growth," suggesting that there are opportunities for stocks that may experience a rebound [1] Stablecoin Regulation - The Hong Kong Monetary Authority (HKMA) is set to implement a regulatory framework for stablecoin issuers starting August 1, with the first licenses expected to be issued by the end of the year [2] - Institutions interested in applying for stablecoin licenses are encouraged to contact the HKMA by August 31 for guidance [2] - The stablecoin industry is anticipated to grow as global regulatory policies are established, providing a foundation for demand in the future [2] Domestic Server Procurement - China Unicom announced a centralized procurement project for general servers, with a total of 87,020 units planned for purchase to support its "computing network intelligence" business [3] - The domestic procurement ratio for these servers is expected to exceed 90%, indicating a significant increase from previous levels [3] - The demand for servers reflects a recovery in the domestic information technology sector, with positive growth in bidding activities [3] Photovoltaic Industry Clarification - The China Photovoltaic Industry Association issued a clarification regarding rumors about the photovoltaic sector, particularly concerning multi-crystalline silicon [4] - The association emphasized the importance of adhering to legal and market principles in addressing competition issues within the industry [4] Coal Market Update - The coal market has seen a rebound in prices since June, with the spot price for 5500 kcal thermal coal at ports around 650 yuan per ton, up 30 yuan from the end of June [5] - The price of Shanxi coking coal has also increased, reaching 1290 yuan per ton, reflecting a rise of 170 yuan since the end of June [5] Air Conditioning Exports - China's air conditioning exports surged by 10% year-on-year in the first half of the year, totaling 9.35 billion USD, driven by extreme heat conditions globally [5] - Exports to EU countries saw a remarkable increase of 43.2%, with export value reaching 3.76 billion USD, marking a historical high for the same period [5]

Group 1 - The core viewpoint of the article highlights the positive growth in the procurement sector for China Unicom and Unicom Digital Technology, as indicated by the recent qualification announcement for the 2025 general server procurement project [1] - The current state of the Xinchuang sector is experiencing a continuous recovery in prosperity, with both the number and scale of bidding showing a month-on-month increase [1] - Companies in the database-related segment of the Xinchuang sector are expected to see rapid growth in performance in the first half of 2025, confirming the high prosperity of the industry [1] Group 2 - The article suggests that the performance of other segments with longer revenue recognition cycles is likely to improve or grow in the second half of the year [1]