8月6日，广东移动携手华为联合推动5G-A与AI技术跨界创新 ，正式发布了全球通AI手机。这不是简单 的一款新品手机，背后是移动AI时代服务升级新标杆——全球通尊享权益包，它体现了在先进技术的 硬核突破下，通信创新先锋们正将通信产品背后的人文关怀提升到一个新高度。 第三，"私享权益"则对应全球通用户的多个角色和生活的每一个细节。为全球通用户提供终端保险、绿 通挂号线上问诊线下陪诊，同时提供家财保障、意外保险；匹配机场与高铁休息室礼遇、国际漫游包 等。 生态协同 从"单打独斗"到"共赢共生"的模式创新 "尊享服务"的可持续，离不开产业链的协同发力。广东移动与华为等伙伴的深度合作，构建了"技术共 建+产品共创+营销联动" 的生态体系，为服务升级提供了长效支撑。 "全球通AI手机不仅仅是一个终端，也是一套个人数智化服务整体解决方案，是落实'人工智能+'行动、 推动AI赋能千家万户的重要举措，也是践行'民有所呼、我必有应'服务承诺，更好满足人民群众美好数 智生活需要的重要体现。"中国移动广东公司党委书记、董事长、总经理葛松海表示。 当下，5G-A与AI的跨域融合，为全球通AI手机以及其背后的个人数智化服务整体解决方案 ...

发布会后，中国移动广东公司第三季度泛全终端订货会正式启动。华为、Realme、中兴、vivo、荣耀、 OPPO、小米等厂商依次展示最新终端及销售政策，现场反响热烈，展现出强劲的市场潜力。 （文章来源：广州日报） 8月6日下午，中国移动广东公司在广州举行"移起AI"全球通AI手机发布暨第三季度泛全终端订货 会。"全球通AI手机不仅仅是一个终端，也是一套个人数智化服务整体解决方案，是落实'人工智能+'行 动、推动AI赋能千家万户的重要举措，也是践行'民有所呼、我必有应'服务承诺，更好满足人民群众美 好数智生活需要的重要体现"，中国移动广东公司党委书记、董事长、总经理葛松海表示，中国移动广 东公司将与广大合作伙伴进一步深化长期伙伴关系，共同服务好客户，合作共赢，推动行业健康可持续 发展。 中国移动广东公司市场部总经理陈敏对全球通AI手机做了详细介绍。该产品承接全球通品牌"五大尊 享"服务理念，以AI终端为载体，可便捷体验高效、精准、智能的AI数智服务。首款发布的全球通AI手 机基于华为旗舰机型Mate 70 Pro打造，融合了多项前沿技术与专属权益，包括5G-A网络加速、高铁场 景专有保障等极速网络体验，北斗应急通 ...

Market Performance - The Hang Seng Index closed at 24,910, with a year-to-date increase of 24.18% [1] - The Hang Seng Tech Index rose by 0.20% to 5,532, with a year-to-date increase of 23.81% [1] - The A-share market saw the Shanghai Composite Index rise by 0.45% to 3,633, while the Shenzhen Component Index increased by 0.64% to 11,177 [6] Currency and Commodity Trends - The Renminbi Index increased by 1.67% over the past month but decreased by 3.73% over six months [2] - Brent crude oil prices rose by 2.10% in the last month but fell by 4.34% over six months, while gold prices increased by 0.86% in the last month and 17.82% over six months [2] Company Highlights - Xiaomi's market share in Europe rose to 23% in Q2, making it the second-largest smartphone brand in the region, with a year-on-year growth of 11% [11] - China Mobile and Tencent have entered a strategic cooperation agreement focusing on digital infrastructure and cloud services [13] - New World Development Company expects a profit of at least 800 million HKD for the first half of the year, up from 75.4 million HKD in the same period last year [14] Technology Developments - AWS announced the availability of OpenAI's open-weight models through Amazon Bedrock and SageMaker, enhancing generative AI applications for businesses [15][16] - SenseTime and Xiaomi are collaborating on AI glasses, integrating advanced interaction capabilities for real-world applications [12] Economic Indicators - Upcoming economic data includes China's July Consumer Price Index and Producer Price Index, as well as the U.S. July CPI and retail sales figures [28]

香港创新科技及工业局副局长张曼莉致辞指出，香港特区政府高度重视人工智能的发展，从数据基建算 力供应、技术开发、人才基金、应用场景等全方位进行高层次的系统谋划，以打造香港人工智能生态 圈。她还特别提到，为更进一步发挥香港国际数据港的优势，助力大湾区算力集群的发展，将划出北部 都会区沙岭10公顷的土地，发展成为国际数据园，沙岭数据产业片区目前已经在积极筹备推出市场。 新华财经香港8月6日电（记者林迎楠）中国移动国际有限公司6日在香港举办以"算网智未来科创汇香 江"为主题的"AI+智算能力合作发布会"，并与香港数码港携手推动香港人工智能产业发展和促进行业合 作，旨在助力香港成为国际创新科技中心。 会议围绕智网能力建设升级、智网应用融合升级、智算生态合作升级，发布最新海缆资源SJC2和AI+智 慧金融解决方案，近百名政学商界代表和专家受邀出席。 中国移动国际有限公司董事长王华表示，香港作为共建"一带一路"的关键枢纽，在科技创新和中资出海 交织的时代背景下，AI成为香港发挥超级联系人和超级增值人双重角色的关键驱动力。王华指出，中 国移动致力于将香港打造成为面向全球的信息汇聚枢纽、应用汇聚枢纽、生态汇聚枢纽。此外，他代表 ...

Group 1 - The core viewpoint of the report is that the revenue growth of the Chinese telecommunications sector is expected to slow down to approximately 1% to 2% due to macroeconomic weakness and cautious customer behavior affecting industrial internet revenue [1] - Despite the AI boom driving demand for IDC, telecommunications companies' AI cloud products are not yet mature, and mobile service revenue is facing saturation and intensified competition [1] - The report anticipates that through strict cost control and a decrease in capital expenditures, net profit is expected to grow by 3% to 9%, with dividend yields maintained at an attractive level of 5% to 6% [1] Group 2 - China Mobile (00941), China Telecom (00728), and China Unicom (00762) are forecasted to achieve mid-term service revenue growth of 1.3%, 1.1%, and 2.4%, reaching RMB 469 billion, RMB 249 billion, and RMB 180 billion respectively [1] - Net profit predictions for these companies are 3.4%, 7%, and 8.8% growth, amounting to RMB 82.9 billion, RMB 23.3 billion, and RMB 15 billion respectively [1] - The expected annual dividend yield for China Mobile, China Telecom, and China Unicom is projected to be 6.4%, 5%, and 5.6% respectively [1] Group 3 - The report favors China Mobile as the top pick due to its higher dividend yield, assigning "outperform" ratings to China Mobile, China Telecom, and China Unicom with target prices of HKD 86, HKD 6.2, and HKD 9.5 respectively [1]

中银国际发表研究报告指，中国移动拟将以约10.8亿港元收购香港宽带14.44%股权，持股总比例提升至 29.9%。该行认为此举将强化中国移动香港于高利润宽带市场的竞争力，加上企业及家居业务扩张。扩 充光纤骨干网络有助支持中移动跨境云服务与AI布局，推动香港发展成未来国际算力枢纽。该行重申 对中国移动"买入"评级，目标价维持88.3港元。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年7月31日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 中國移動有限公司 | | | 呈交日期: | 2025年8月5日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.1.1 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00941 | | 說明 | | 於香港聯交所上市的股份（「香港股份」） | | | | | 多櫃檯證券代號 | 80941 | RMB | 說明 | 香港股份 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 20,708,786 ...

今年3·15晚会上，三大运营商（中国移动、中国联通、中国电信）因"隐蔽扣费、诱导升档"被市场监管总局点名。三个月后，三家运营商再次同日发声， 纷纷承诺将在透明消费、套餐精简等方面采取实质性举措。 中国移动宣布推出十项服务承诺，其中包括业务订购环节必须得到客户明确同意，办理完成后立即向用户发送告知短信。变更套餐时，无合约约定变更条 件的，48小时内办结；用户可自主屏蔽境外号码来电和短信等用户关心的问题。 中国电信同步推出九项规范措施，强调要征得用户同意后方可开通电信业务，让消费过程更加透明。全面规范业务退订流程，未经公示的套餐产品严禁销 售。 中国联通表示将大幅精简资费套餐种类和数量，确保资费公示内容分类清晰明确。业务协议中的关键条款将突出显示，便于用户识别重要信息。 然而，不少消费者直言：表态容易落地难。此次承诺的"透明"与"精简"，能否真正终结通信消费的"套路"？ 消费投诉逐年攀升 中国移动高居投诉榜首 面对被点名的行业"顽疾"，三大运营商此番集体发声承诺似乎是对症下药。然而，据中国电子商会旗下消费投诉平台消费保数据显示，近年来，三大运营 商相关投诉正在逐年增长。 数据显示，2022年投诉量为3,125件， ...

Core Insights - The "China Mobile Investment Ecosystem White Paper" 2025 edition was officially released, showcasing the investment ecosystem and strategic layout of China Mobile, covering over 500 enterprises and their core capabilities [1][5] Investment Strategy - China Mobile employs a "Direct Investment + Fund" dual-line strategy, focusing on areas such as artificial intelligence, computing networks, smart hardware, information security, and digital capabilities, with an annual investment scale exceeding 10 billion [3][5] - The direct investment entities include China Mobile Capital and China Mobile Investment, while the fund platforms consist of 6 market-oriented funds, 3 management funds, and 10 policy-oriented funds [4][5] Investment Scale and Projects - China Mobile has over 60 direct investment projects and more than 110 investment projects through management funds, with a total investment scale exceeding 210 billion, including over 100 billion in strategic emerging fields and over 60 billion in fund subscriptions [5][6] Strategic Focus - The white paper emphasizes the focus on strategic emerging industries, supporting the "BASIC6" innovation plan, and establishing a collaborative operational system [6][8] - China Mobile aims to create a research and development cooperation system, encouraging joint innovation and technology breakthroughs with its invested enterprises [6][8] Ecosystem Development - The white paper highlights over 90 "relative circle" enterprises covering six major areas of strategic emerging industries, stimulating new technological innovation [8] - It includes a comprehensive resource for ecosystem cooperation, detailing the core products and capabilities of over a hundred quality enterprises involved in direct investments and management funds [10]

Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (74.76%), Gree Power (70.14%), and China Shenhua (67.05%) [1] - The largest increases in holdings over the last five trading days were seen in the following companies: Yingfu Fund (+2.967 billion), Li Auto-W (+2.821 billion), and Hang Seng China Enterprises (+2.531 billion) [1] - The largest decreases in holdings over the last five trading days were recorded for Pop Mart (-807 million), China Mobile (-777 million), and Geely Automobile (-630 million) [2] Group 1: Hong Kong Stock Connect Holding Ratios - China Telecom (00728) holds 10.377 billion shares with a holding ratio of 74.76% [1] - Gree Power (01330) has 284 million shares and a holding ratio of 70.14% [1] - China Shenhua (01088) possesses 2.265 billion shares with a holding ratio of 67.05% [1] Group 2: Recent Increases in Holdings - Yingfu Fund (02800) saw an increase of +2.967 billion with a change of +11.772 million shares [1] - Li Auto-W (02015) increased by +2.821 billion with a change of +2.787 million shares [1] - Hang Seng China Enterprises (02828) rose by +2.531 billion with a change of +2.782 million shares [1] Group 3: Recent Decreases in Holdings - Pop Mart (09992) experienced a decrease of -807 million with a change of -321.66 thousand shares [2] - China Mobile (00941) saw a reduction of -777 million with a change of -908.28 thousand shares [2] - Geely Automobile (00175) decreased by -630 million with a change of -3,480.90 thousand shares [2]