Core Points - The three major telecommunications companies in China, China Telecom, China Mobile, and China Unicom, have collectively announced standardized measures for telephone marketing to address issues of false advertising and inducement to consume [1] - The official outbound marketing numbers for these companies are China Telecom 10001, China Mobile 10085, and China Unicom 10016, and no other numbers are authorized for outbound marketing [1] - The companies require that telephone marketing must accurately present marketing content without false advertising or inducement, and all relevant pricing and conditions must be disclosed [1] - Users who explicitly refuse outbound marketing will no longer receive calls from these companies [1] - Outbound marketing calls will be recorded and reviewed to ensure compliance and transparency, and confirmation messages will be sent to users before processing any requested services [1]

Core Viewpoint - The three major telecommunications companies in China, including China Unicom, China Telecom, and China Mobile, have collectively announced standardized telemarketing practices to enhance user protection and service quality, including the establishment of unique official outbound marketing numbers [1][2][3] Group 1: Company Announcements - China Unicom has established 10016 as its sole official outbound marketing number and has committed to accurate marketing practices, including clear communication of fees and terms [1][2] - China Telecom has designated 10001 as its official outbound marketing number and has made similar commitments to transparency and user consent in its marketing practices [1][3] - China Mobile has introduced 10085 as its official outbound marketing number and has implemented a "marketing-free" policy, allowing users to report unsolicited calls [3] Group 2: Service Commitments - China Unicom's five commitments include accurate marketing content, user consent for service requests, and strict process controls, including call recording and quality checks [2] - China Telecom has aligned its service commitments with those of China Unicom, emphasizing transparency and user rights [3] - China Mobile's service commitments include a reporting mechanism for unsolicited calls, with incentives for users who report violations [3] Group 3: Industry Context - The announcements come in response to user complaints regarding misleading telemarketing practices, indicating a shift towards more user-centric business models in the telecommunications industry [3]

Core Viewpoint - The China Securities TMT Index has shown significant growth, with a year-to-date increase of 35.09%, reflecting strong performance in the TMT sector [1]. Group 1: Index Performance - The China Securities TMT Index has increased by 5.12% over the past month and 15.24% over the last three months [1]. - The index was established on November 14, 2014, with a base point of 3000.0 [1]. Group 2: Index Composition - The index comprises 50 listed companies in the TMT sector from the Hong Kong Stock Connect, with Tencent Holdings, Xiaomi Group-W, and China Mobile being the top three holdings [1]. - The top ten weightings in the index are as follows: Tencent Holdings (14.42%), Xiaomi Group-W (13.77%), China Mobile (13.69%), SMIC (8.44%), Kuaishou-W (7.88%), CK Hutchison (4.76%), Lenovo Group (3.01%), China Telecom (2.99%), Kingdee International (2.24%), and China Unicom (2.07%) [1]. Group 3: Market and Sector Breakdown - The index is exclusively composed of stocks listed on the Hong Kong Stock Exchange, with a 100% allocation [2]. - In terms of industry distribution, communication services account for 55.81% and information technology for 44.19% of the index [3]. Group 4: Index Adjustment Mechanism - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [3]. - Special adjustments may occur under certain circumstances, such as delisting or significant corporate actions [3].

Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) has completed the benchmarking assessment for procurement and supply chain management of central enterprises for 2025, identifying 33 A-level enterprises, including major companies in the energy and telecommunications sectors [1] Group 1 - The assessment was organized by SASAC to evaluate the procurement and supply chain management practices of central enterprises [1] - A total of 33 enterprises were classified as A-level, indicating high performance in procurement and supply chain management [1] - Notable A-level enterprises include State Grid, China Southern Power Grid, China Mobile, Sinopec, China Unicom, China Telecom, China Huaneng, CRRC, China National Petroleum Corporation, and State Energy Group [1]

基础电信企业还要求，电话营销必须全面准确介绍营销内容，不虚假宣传、诱导消费，不隐瞒资费标 准、适用场景、有效期限、限制性条件等关键信息，所有向用户推介的资费方案都要在网络营业厅和官 方APP(移动应用程序)公示。 7月下旬，电信运营商纷纷宣布推进行风纠风专项行动，落实工信部2025年工作部署，以"精简套餐、透 明消费"为核心，推出多项改革措施。(完) （文章来源：中国新闻网） 中新社北京8月1日电中国三家基础电信企业8月1日集体发布规范电话营销举措，统一外呼营销号码，旨 在解决用户反映突出的通信业务电话营销虚假宣传、诱导消费等问题。 据了解，三家基础电信企业唯一官方外呼营销号码分别是：中国电信10001、中国移动10085、中国联通 10016。如果接到其他号码要用户办卡办套餐，则不是正规渠道。 此前，不少消费者都接到过各种营销电话，有的营销电话通过普通电话号码拨打，让人防不胜防。此次 基础电信企业规范外呼营销号码，要求如果用户明确拒绝电话营销的业务，就不能再继续呼叫打扰用 户。 ...

Investment Rating - The industry investment rating is "Outperform the Market," indicating that the industry index is expected to perform better than the benchmark index over the next 6-12 months [11]. Core Insights - The report highlights that the three major telecom operators in China—China Mobile, China Telecom, and China Unicom—are transitioning from traditional communication providers to "AI infrastructure providers, industry enablers, and security guardians," significantly contributing to the digital transformation of the economy and society [1][3]. - The integration of AI into various sectors is seen as a key driver of the new technological revolution and industrial transformation, with telecom operators playing a crucial role in this evolution [1]. Summary by Sections Investment Recommendations - The report suggests that telecom operators will significantly benefit from the performance growth and value reassessment brought by intelligent computing services under the AI wave. It recommends focusing on the three major operators: China Mobile, China Telecom, and China Unicom, as well as their partnerships with computing service providers such as Runze Technology, Pingzhi Information, Zhongbei Communication, ZTE, Fenghuo Communication, and Unisplendour [3]. Industry Developments - The report emphasizes the practical AI capabilities demonstrated by the telecom operators at WAIC 2025, showcasing their role as a "digital infrastructure national team" and their technological leadership in building a smart service ecosystem that covers both industry and people's livelihoods [3]. - The collaboration between computing power and network innovation is highlighted as a core logic for the operators' computing infrastructure, leading to significant breakthroughs in computing resource utilization and efficiency [3]. Infrastructure Investment - In 2025, the three major operators are expected to increase their investments in computing infrastructure, with China Mobile planning to invest 37.3 billion RMB in this area. Both China Telecom and China Unicom are projected to see over 20% year-on-year growth in their computing investments [3]. - The report notes that the domestic server procurement by China Unicom has exceeded 90% for domestic servers, while China Mobile has the largest single liquid-cooled intelligent computing center among global operators, with over 85% of its computing power being domestically sourced [3].

Core Viewpoint - The 2025 International Food Loss Reduction Conference was successfully held in Jinan, Shandong, focusing on "Technological Innovation Empowering Food Waste Reduction, Global Cooperation for Food Security" with around 300 representatives from various sectors participating [1][8] Group 1: Communication Infrastructure - Jinan Unicom established a comprehensive communication support system to ensure stable communication in key areas, optimizing the network for core venues and deploying multiple reliable, low-latency dedicated lines [2] - The network was enhanced through 4G/5G collaboration to increase concurrent capacity, ensuring smooth high-definition live broadcasts and simultaneous interpretation during the opening ceremony [2][4] Group 2: Operational Performance - During peak occupancy on July 24, the network maintained stable latency despite a surge in traffic, allowing for smooth social media sharing and online work experiences [4] - On July 25, the main venue's high-definition video signals were transmitted stably, with emergency communication vehicles collaborating with base stations to support media live broadcasts and social interactions [4][6] Group 3: Emergency Communication - Jinan Unicom achieved the goal of "zero major failures, zero security incidents, and zero user complaints" throughout the conference by implementing precise network optimization and efficient coordination mechanisms [6] - Emergency communication vehicles played a crucial role in ensuring successful task completion, providing rapid deployment, high-capacity support, and flexible coverage [6][8] Group 4: Future Commitment - Jinan Unicom aims to continuously enhance its communication support capabilities to contribute to major events and empower the development of the digital economy [8]

Core Viewpoint - The implementation of 5G and gigabit optical networks in Qingshihe Village, Weihai, has transformed the village into a hub for digital economy, enabling local farmers to sell their products online and attracting investments from both domestic and foreign companies [1][3][8] Group 1: Infrastructure Development - Weihai Unicom has focused on enhancing rural communication infrastructure, establishing a 5G base station, upgrading two existing stations, and adding 10 optical access points, resulting in comprehensive gigabit broadband coverage for the village [1][3] - The upgraded network has bridged the digital divide, connecting the village to broader markets and facilitating the growth of e-commerce for local agricultural products [1][4] Group 2: E-commerce and Employment Opportunities - The high-speed network has enabled local entrepreneurs, like Mr. Qu, to successfully engage in live-streaming sales of local agricultural products, significantly increasing their market reach [3][4] - The establishment of companies such as the Korean-funded Dihufu Hardware and Plastic Products Co., Ltd. has created over 50 job opportunities for local residents, enhancing their income while allowing them to manage their agricultural activities [4][6] Group 3: New Business Models and Community Engagement - The introduction of a "shared vegetable garden" has attracted urban residents, allowing them to rent plots and engage in farming while utilizing the village's robust 5G network for remote monitoring [6][8] - The village's collective income has been reinvested into community welfare, providing residents with essential goods and improving local infrastructure, thereby enhancing the overall quality of life [8] Group 4: Digital Transformation and Rural Revitalization - The integration of digital technologies in agriculture and rural life is reshaping production and lifestyle in Qingshihe Village, showcasing a successful model of digital rural construction that supports agricultural modernization [8]

#电信移动联通统一外呼号#【#电信移动联通规范电话营销#】不少消费者都接到过各种营销电话，有的 营销电话还是用普通电话号码打过来的，让人防不胜防。为落实"信息通信暖心服务实事"，解决用户反 映突出的通信业务电话营销虚假宣传、诱导消费等问题，三家基础电信企业今天集体发布规范电话营销 举措，统一外呼营销号码。三家基础电信企业唯一官方外呼营销号码分别是：中国电信10001、中国移 动10085、中国联通10016。如果接到其他号码要你办卡办套餐，可以肯定不是正规渠道。（央视新闻 北京日报） 转自：京报网_北京日报官方网站 ...

Core Viewpoint - The three major telecom operators in China have announced a unified marketing number system to combat the long-standing issue of telemarketing scams, allowing users to easily identify official marketing calls from third-party agents [1][2]. Group 1: Unified Marketing Numbers - China Telecom, China Mobile, and China Unicom have designated specific numbers for their marketing calls: 10001, 10085, and 10016 respectively [1]. - Users receiving calls from numbers other than these designated ones can identify them as unofficial channels [1]. Group 2: Third-Party Marketing Practices - Third-party agents have been reported to misuse official numbers to promote telecom products, often leading to increased charges for customers [2]. - Reports indicate that some sales personnel are incentivized to convert lower-cost plans to higher ones, with penalties for not meeting sales targets [2]. Group 3: Regulatory Actions - The regulatory environment is tightening, with Alibaba announcing the discontinuation of its "Ali Number" service, which provided virtual phone numbers that were misused for marketing [3]. - A new draft regulation from the Ministry of Industry and Information Technology mandates that all commercial calls must use the 700 number range, allowing users to identify calls that utilize number protection services [3].