CHINA UNICOM(00762)

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三大运营商eSIM手机业务获批,苹果宣布最薄iPhone开售
Guan Cha Zhe Wang· 2025-10-13 13:34
Core Insights - The three major telecom operators in China have received approval to conduct commercial trials for eSIM mobile services, with China Mobile and China Unicom announcing this development [1][4][6] - Apple has officially announced that pre-orders for the iPhone Air will begin on October 17, with sales starting on October 22, which exclusively supports eSIM technology [1][6] Group 1: eSIM Technology Overview - eSIM is an electronic SIM card that can be downloaded to mobile devices, allowing users to activate cellular networks without a physical card, providing the same functionality as traditional SIM cards [1] - The introduction of eSIM technology is expected to enhance the seamless connectivity and collaborative capabilities across various devices, including smartphones, smartwatches, tablets, and automotive equipment [4][6] Group 2: China Mobile's Initiatives - China Mobile has been actively involved in the development and innovation of eSIM technology, participating in the formulation of GSMA eSIM international standards and focusing on domestic technology advancements [4] - The company aims to create a secure and efficient eSIM environment, promoting the widespread adoption of eSIM technology [4] Group 3: China Unicom's Progress - China Unicom has made significant strides in eSIM technology since 2015, achieving a milestone with the approval of eSIM mobile services, which completes its eSIM service ecosystem [6] - The company has adapted 75 devices for eSIM use, serving millions of users across various sectors, including consumer electronics and industrial connectivity [6] Group 4: Market Trends and Future Outlook - The global eSIM chip shipment is projected to reach 446 million units in 2023, indicating a growing trend in the adoption of eSIM technology across consumer electronics and IoT applications [8] - Major Chinese manufacturers like Huawei, Xiaomi, OPPO, and vivo are contributing to the growth of eSIM technology by launching devices that support this feature [8]
工信部已批复三家运营商开展eSIM商用试验
Di Yi Cai Jing· 2025-10-13 13:05
Group 1 - The three major telecom operators in China have received approval to conduct commercial trials for eSIM mobile services [1] - China Unicom was the first to receive approval in early September, followed by China Telecom and China Mobile in October [1]
智融·创变·未来——媒体融合技术展探访见闻
Zhong Guo Jin Rong Xin Xi Wang· 2025-10-13 11:53
转自:新华财经 步入展厅,各类前沿科技的应用成果跃然眼前,令人直观感受到媒体融合的创新活力。本次展览汇聚了 行业顶尖机构与企业,包括媒体融合生产技术与系统国家重点实验室、中国新闻技术工作者联合会等权 威机构,以及中国联通、华为、中兴、中国电子云、百度、北大方正、索贝数码等25家国内领先的媒体 融合应用软件与设备企业。它们带来的不仅是产品,更是对媒体业态深度变革的生动诠释。 十月的鄂尔多斯,秋意正浓,一场引领媒体行业风向的盛会——2025媒体融合发展鄂尔多斯年会于此启 幕。大会焦点之一的"媒体融合技术展",以"智融·创变·未来"为主题,如同一扇未来之窗,向与会者全 景式展现了媒体融合技术的最新突破与前沿应用。这里不仅是技术的秀场,更是思想碰撞、预见行业未 来的重要平台。 展区现场,中国联通的展示区域以其独特的创新理念吸引大量参观者驻足关注。其创新打造的"基层通 智慧治理平台",是本次展会"技术赋能社会治理"的典范之作。该平台以智能体应用为核心,精准赋能 党建引领下的基层治理,像一位智慧的"社区管家",让基层工作更高效。其中"党群通"应用由新华社提 供端到端权威内容服务支持,构建形成集服务、宣传、教育于一体的一站 ...
联通获批eSIM手机运营服务商用试验,覆盖多场景终端75款
Xin Lang Ke Ji· 2025-10-13 10:49
Core Insights - China Unicom has officially received approval to conduct commercial trials for eSIM mobile services, marking a significant milestone in its decade-long technological development in the eSIM field [1] - This breakthrough is expected to inject new momentum into the development of the digital economy and innovation in terminal connectivity [1] Company Developments - Since initiating technology research in 2015, China Unicom launched eSIM wearable services in 2018 and has since obtained licenses for IoT, laptops, and tablets [1] - The company has adapted a total of 75 terminal devices, covering various scenarios including consumer electronics, industrial connectivity, and smart travel [1] - The user base for these services has surpassed several million [1]
破局中国制造业转型痛点 产业界聚焦开放自动化
Zhong Guo Jing Ying Bao· 2025-10-13 10:05
伴随工业4.0与AI双重浪潮席卷全球产业,中国制造业正站在智能化转型的关键十字路口。毕马威2025 年最新调研显示,93%的制造企业认可人工智能等数字技术对构建竞争优势的核心价值,其中74%已引 入机器学习技术,96%的应用企业实现了运营效率提升。 然而,在推广过程中,最大的挑战随之浮现:工业领域的网络通信协议是非标的,不同厂家有各自的工 业协议。中国联通通过打造软网关、硬网关的形式,实现了对不同工业协议的解析,并将采集上来的非 标数据按照工业标准(如OPC-UA标准)进行建模,从而上升到工业物联网平台层的赋能。 这种演进使得中国联通能够与生态伙伴进入上层应用,其中一个重要方向就是工业控制领域。范济安特 别指出,施耐德电气是第一个向中国联通开放场景的企业,力推基于IEC 61499的开放自动化,这使5G 除了连接、数据采集之外,发挥出了"第三种应用价值"——与工业控制的深度结合。 然而光鲜数据背后,行业转型仍深陷多重困境。由于多数企业受困于数据孤岛、格式混乱等数据难题, 同时各种工业通信协议国际标准的存在,导致设备互联互通受阻,传统PLC与硬件的强绑定更是让产线 柔性升级举步维艰。在此背景下,我国工信部相继出 ...
联通开放eSIM预约,国行iPhoneAir上市在即
Xin Lang Ke Ji· 2025-10-13 06:16
Core Points - China Unicom has officially opened the eSIM reservation channel, following China Mobile's launch of its eSIM business reservation portal [1] - China Telecom has also announced that its eSIM mobile services are fully prepared and will soon be available to users after receiving official approval from the Ministry of Industry and Information Technology [1] - The launch of eSIM services indicates that the iPhone Air, which was released on September 10, may soon be available in the Chinese market [1] - The absence of the iPhone Air in the domestic market at the time of the iPhone 17 series launch was primarily due to the lack of support for eSIM by domestic operators [1]
“人工智能+”行动深入实施 业界加速推进智能体落地
Yang Shi Xin Wen· 2025-10-12 17:23
今年8月,国务院印发《关于深入实施"人工智能+"行动的意见》,明确提出推动AI与经济社会各领域 深度融合,目标是到2030年我国新一代智能终端、智能体等应用普及率要超过90%。近期,包括通信运 营商在内的业界各方,正在将智能体作为大模型之后的又一重点发力方向,加速推进其应用场景落地。 入住酒店时,一位AI小助手通过线上对话方式,就能解答各类住宿相关的问题;还能根据旅客需求, 来直接调动智能联网设备及服务机器人提供服务。这一场景,就用上了当前最新的AI智能体,它能将 客户需求分析拆解后完成对应服务,既提升了入住的智能化体验,也帮助中小型酒店提升运营效率。 中国移动政企事业部产品专家祁日秀:这种服务背后的智能化设备都通过AI的能力做了连接。一些民 宿的场景或者小型的酒店场景在应用,我们大概试点了超过半年的时间,已经有了一千多家门店、上万 间客房在实际使用了。 总台央视记者宁坤:我们看到现在屏幕上这样一个精美的、个性化的攻略网页,其实他就是一个像我一 样的普通用户,在这个"十一"假期给自己做的一份详尽攻略。在做这样一个网页的时候,其实他并不懂 相应的技术代码,仅仅通过把自己的需求以文字对话的方式不断提给智能体,用了 ...
加速推进!智能体成新风口三大运营商布局智能体
Xin Lang Cai Jing· 2025-10-12 15:30
Core Viewpoint - The Chinese government is accelerating the integration of artificial intelligence (AI) into various sectors, aiming for over 90% application penetration of new intelligent terminals and agents by 2030 [1] Group 1: Government Initiatives - In August, the State Council issued an opinion to promote the deep integration of AI with the economy and society [1] - The goal is to achieve a penetration rate exceeding 90% for new generation intelligent terminals and agents by 2030 [1] Group 2: Company Developments - China Mobile announced an upgraded "AI+" action plan, aiming to double its overall investment in AI over the next three years and to expand its intelligent agent user base to over 200 million [1] - China Unicom launched an open-source intelligent agent development platform that supports the integration of hundreds of large models [1] - China Telecom introduced a super intelligent agent capable of executing complex tasks autonomously [1] Group 3: Market Trends - Multiple large model companies in China are also launching intelligent agent services [1] - The demand for AI capabilities is shifting from simple "content Q&A" to solving "practical tasks," positioning intelligent agents as a key focus for industry players [1] - Industry forecasts predict that the enterprise-level intelligent agent application market in China will exceed $27 billion by 2028 and grow to $47.1 billion by 2030 [1]
盈利提速,算力板块表现亮眼





Haitong Securities International· 2025-10-12 10:32
Investment Rating - The report suggests to continue focusing on investment opportunities within the communication industry [2] Core Insights - The communication industry showed steady revenue growth and accelerated profitability in H1 2025, with total revenue reaching 1785.003 billion yuan, a year-on-year increase of 10.07%, and net profit attributable to shareholders at 160.432 billion yuan, up 11.26% year-on-year [4][7] - The AI computing industry chain is expected to continue accelerating its development in 2025, benefiting the communication industry [17][19] Summary by Sections H1 2025 Performance Overview - The communication industry achieved a total revenue of 1785.003 billion yuan in H1 2025, with a year-on-year growth of 10.07%, and a net profit of 160.432 billion yuan, reflecting an 11.26% increase [4][7] Segment Performance Changes - In H1 2025, the optical module and device segment reported revenue of 47.988 billion yuan, a year-on-year increase of 64.88%, and net profit of 10.876 billion yuan, up 111.99% [25] - The communication PCB segment achieved revenue of 57.249 billion yuan, a year-on-year increase of 37.66%, and net profit of 8.058 billion yuan, up 80.79% [31] - The network equipment segment generated revenue of 507.111 billion yuan, a year-on-year increase of 28.86%, with net profit of 19.184 billion yuan, up 19.57% [37] AI Industry Chain Investment - Major overseas cloud companies are expected to maintain optimistic growth in capital expenditures, with a total of 95 billion USD in Q2 2025, reflecting an 82.96% year-on-year increase [17] - Companies like Oracle and Nvidia are showing strong growth prospects in their AI-related businesses, with Oracle's unfulfilled revenue reaching 455 billion USD, a year-on-year increase of 359% [22][19]
又拿“国家安全”当借口打压,美政府声称已强制电商平台下架数百万件中国电子产品
Guan Cha Zhe Wang· 2025-10-12 08:19
Core Viewpoint - The FCC has mandated the removal of millions of Chinese electronic products from major e-commerce platforms in the U.S. due to alleged national security risks, particularly concerning surveillance capabilities [1][5]. Group 1: FCC Actions - The FCC has announced a new national security notice, warning companies about banned products, including video surveillance equipment that could allow China to monitor Americans [3]. - The FCC plans to tighten restrictions on telecommunications equipment manufactured by Chinese companies deemed to pose national security risks [5]. - A vote scheduled for October 28 aims to ban devices containing components from a "covered list" and may prohibit the sale of previously authorized devices under certain conditions [6]. Group 2: Impact on E-commerce - Major e-commerce platforms have already removed millions of so-called "prohibited" Chinese electronic products, including those from companies like Huawei, Hikvision, ZTE, and Dahua Technology [1][6]. - Searches for Huawei products on Amazon within the U.S. show that these items are no longer available, while they can still be found when searching from outside the U.S. [3]. Group 3: Broader Context - This action is part of a series of measures taken by the U.S. government against Chinese technology firms across various sectors, including telecommunications, semiconductors, and automotive industries, citing national security concerns [6]. - The Chinese government has criticized the U.S. for politicizing economic and technological issues, claiming that such actions disrupt global supply chains and harm the interests of both countries [6].