杨杰卸任中国移动董事长，由原中国联通董事长陈忠岳接任。 10月28日，中国移动微信公众号发布消息，中国移动通信集团有限公司召开中层以上管理人员大会。中央组织 部有关负责同志宣布了党中央关于中国移动通信集团有限公司主要负责同志调整的决定：陈忠岳同志任中国移 动通信集团有限公司董事长、党组书记，免去其中国联合网络通信集团有限公司董事长、党组书记职务；免去 杨杰同志的中国移动通信集团有限公司董事长、党组书记职务。相关职务任免按有关法律和章程的规定办理。 现年54岁的陈忠岳是一名通信行业老兵，2021年加入中国联通前，曾任中国电信副总经理。公开资料显示，陈 忠岳1971年6月生，经济学硕士，中共党员。曾任：中国电信浙江分公司副总经理、党组成员，中国电信公众 客户事业部总经理，中国电信山西分公司总经理、党组书记，中国电信集团有限公司副总经理、党组成员，中 国联合网络通信集团有限公司董事、总经理、党组副书记，中国联合网络通信集团有限公司董事长、党组书 记。 杨杰，现年63岁，他在1962年7月出生，1984年8月参加工作，中共党员，教授级高级工程师，博士研究生，曾 先后担任山西省邮电管理局副局长、山西省电信公司总经理、中 ...

据了解，eSIM卡其实就是一张虚拟的电子化手机卡，eSIM手机业务是一种将实体SIM卡功能集成到手 机内置芯片中的技术。用户购买eSIM手机后，无需插入实体SIM卡，可将号码通过空中下载的方式写入 手机内置eSIM芯片。eSIM手机和使用实体SIM卡手机的业务功能一致，写入eSIM号码后用户可以使用 语音通信、数据上网、短信收发等基础通信服务，也可根据需求开通中国移动的各类产品服务。 从用户体验来看，eSIM的优势集中在便捷性与灵活性。"eSIM卡的好处就是不需要再配备实体的SIM 卡，手机买来之后可以在线上直接激活，甚至可以直接切换网络通信服务商，而无需去营业厅。"工信 部信息通信经济专家委员会委员盘和林说。 中国电信相关负责人介绍，当用户出国漫游，eSIM手机业务的体验与实体卡基本一致。如果使用国内 的eSIM卡去漫游，开通国际漫游功能即可。如果想购买海外运营商的服务，只要eSIM手机支持海外运 营商的证书，离境以后就可以下载当地的数据。eSIM手机业务免功能费，支持办理的套餐、资费、付 费方式与现行的移动电话业务保持一致。预付费与后付费号码均可办理。 近日，中国联通、中国移动、中国电信先后官宣，正式获得 ...

Core Points - Lhasa is positioning its digital economy as one of its three pillar industries, aiming to enhance regional competitiveness through a dual approach of "bringing in" and "going out" [2][12] - The digital economy in Lhasa has shown significant growth, with revenue from digital economy enterprises reaching 5.753 billion yuan from January to August 2025, and the number of such enterprises totaling 35, accounting for 58.33% of the total in Tibet [1][2] - The establishment of a regional international communication business outlet and the completion of a national internet backbone connection point are key developments in Lhasa's digital infrastructure [1][2] Digital Infrastructure Development - Lhasa has built a data center with an investment of 739 million yuan, which is the only A-level data center in Tibet, designed to support the next generation of low-carbon intelligent data centers [3] - The city has established 7,486 5G base stations, achieving a 98.7% coverage rate in administrative villages [1][3] - The "Future Network Plateau Innovation Laboratory" was established in May 2023 to foster collaboration in digital industries between Lhasa and Jiangsu [1][2] Industry Transformation and Digitalization - Traditional industries in Lhasa are embracing digital transformation, with companies like Tibet Huatai Long Mining developing smart mining plans with an investment of approximately 330 million yuan [5] - The Lhasa Economic Development Zone is actively promoting digital transformation among enterprises, enhancing their market competitiveness and contributing to sustainable economic development [4][5] Government Initiatives and Policies - Lhasa's government has implemented a "1+6+N" policy framework to support businesses, providing comprehensive assistance in areas such as funding, space, cost reduction, and talent support [9][10] - The "Galsang Flower Action" plan offers 71 targeted policies to assist enterprises in areas like listing and financial support [9][10] - The city has signed cooperation agreements with multiple companies, totaling nearly 3 billion yuan, to strengthen the foundation for digital economic development [8][12] Clean Energy and Cost Advantages - Lhasa's clean energy projects, such as the 200 MW photovoltaic power generation project, are crucial for providing low-cost electricity to support digital economy initiatives [11][12] - The city benefits from natural conditions that lower operational costs for data centers, including low temperatures that reduce cooling expenses [12] Future Outlook - Lhasa aims to integrate into the national "East Data West Computing" strategy and advance its "Digital Prosperity City" initiative, focusing on high-quality development of the digital economy [12] - The government plans to enhance the overall digital transformation across various sectors, including economy, politics, culture, society, and ecology [12]

Market Overview - On October 28, the Hang Seng Index fell by 0.33%, closing at 26,346.14 points, while southbound funds through the Stock Connect recorded a net purchase of HKD 2.258 billion [1][3] - The total trading volume for the Stock Connect on the same day was HKD 104.644 billion, with a net purchase of HKD 2.258 billion [1][3] Stock Performance - In the Shanghai Stock Connect, the total trading volume was HKD 65.545 billion, with a net purchase of HKD 1.812 billion; in the Shenzhen Stock Connect, the trading volume was HKD 39.098 billion, with a net purchase of HKD 0.446 billion [1][3] - The most actively traded stock in the Shanghai Stock Connect was SMIC, with a trading volume of HKD 50.17 billion, followed by Alibaba-W and Xiaomi Group-W, with trading volumes of HKD 45.84 billion and HKD 26.01 billion, respectively [1][2] - In terms of net buying, China Mobile led with a net purchase of HKD 0.513 billion, while Alibaba-W had the highest net selling at HKD 0.405 billion, closing down by 1.50% [1][2] Detailed Stock Data - The top ten actively traded stocks in the Shenzhen Stock Connect included SMIC with a trading volume of HKD 37.90 billion, followed by Alibaba-W and Xiaomi Group-W with HKD 30.78 billion and HKD 18.37 billion, respectively [2] - The stock with the highest net purchase was Huahong Semiconductor, with a net purchase of HKD 0.252 billion, while the stock with the highest net selling was Li Auto-W, with a net selling of HKD 0.292 billion [2]

Market Overview - On October 28, the Hang Seng Index fell by 0.33% with a total southbound trading volume of HKD 1,046.44 billion, comprising HKD 534.51 billion in buy transactions and HKD 511.93 billion in sell transactions, resulting in a net buy of HKD 22.58 billion [1] Southbound Trading Activity - The southbound trading through Stock Connect (Shenzhen) recorded a total trading volume of HKD 390.98 billion, with buy transactions at HKD 197.72 billion and sell transactions at HKD 193.26 billion, leading to a net buy of HKD 4.46 billion [1] - The southbound trading through Stock Connect (Shanghai) had a total trading volume of HKD 655.45 billion, with buy transactions at HKD 336.79 billion and sell transactions at HKD 318.67 billion, resulting in a net buy of HKD 18.12 billion [1] Active Stocks - The most actively traded stock by southbound funds was SMIC, with a total trading volume of HKD 88.06 billion, followed by Alibaba-W at HKD 76.62 billion and Xiaomi Group-W at HKD 44.38 billion [1] - In terms of net buying, China Mobile led with a net buy of HKD 5.13 billion, closing up by 0.41%, followed by Huahong Semiconductor with a net buy of HKD 3.96 billion and Pop Mart with HKD 3.23 billion [1] - The stock with the highest net sell was Alibaba-W, with a net sell of HKD 5.23 billion, closing down by 1.50%, followed by Tencent Holdings and Li Auto-W with net sells of HKD 3.56 billion and HKD 2.92 billion respectively [1] Continuous Net Buying - Two stocks, SMIC and Huahong Semiconductor, experienced continuous net buying for more than three days, with SMIC having a net buy of HKD 30.18 billion over six days and Huahong Semiconductor with HKD 14.52 billion over three days [2]

10月28日，中国移动通信集团有限公司召开中层以上管理人员大会。中央组织部有关负责同志宣布了党 中央关于中国移动通信集团有限公司主要负责同志调整的决定：陈忠岳同志任中国移动通信集团有限公 司董事长、党组书记，免去其中国联合网络通信集团有限公司董事长、党组书记职务；免去杨杰同志的 中国移动通信集团有限公司董事长、党组书记职务。相关职务任免按有关法律和章程的规定办理。 在本月召开的2025中国移动全球合作伙伴大会主论坛上，杨杰曾提出，AI将加快对生产要素的重新配 置和价值创造范式的系统变革，推动数字经济向更高阶的智能经济跃迁，为新质生产力发展注入持久动 能。 他表示，面向"十五五"，中国移动将以"AI+"为战略着力点，当好AI"供给者、汇聚者、运营者"，推 动"AI+"创造出更大经济效益和社会价值，大力发展新质生产力，更好服务中国式现代化建设。其中包 括全面推动数智设施升级，强化AI+能力供给；全面推动数智技术升级，锻造AI+创新引擎；全面推动 数智应用升级，释放AI+规模效应等内容。 资料显示，杨杰于2019年3月开始担任中国移动集团公司董事长，至今已有六年半时间。此前，杨杰的 大部分职业生涯在中国电信任职，调 ...

据中国移动消息，10月28日，中国移动通信集团有限公司召开中层以上管理人员大会。 中央组织部有关负责同志宣布了党中央关于中国移动通信集团有限公司主要负责同志调整的决定：陈忠岳同志 任中国移动通信集团有限公司董事长、党组书记，免去其中国联合网络通信集团有限公司董事长、党组书记职 务；免去杨杰同志的中国移动通信集团有限公司董事长、党组书记职务。相关职务任免按有关法律和章程的规 定办理。 来源：中国移动 责编：李丹 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 证监会：完善资本市场涉外法治体系 深化跨境监管协同 丨 稀土，大消息！外交部，最新回应 丨 20%涨停！军工股，午后爆发！ 丨 罕见"卖出"！巴菲特，突发！ 丨 A股，这些板块涨停潮！ 丨 时 隔10年，沪指重上4000点！ 丨 暴涨！芯片巨头，重大宣布！ 丨 刚刚！证监会发布，中小投资者迎 利好！ 丨 明起停牌！000407，重大资产重组！ 丨 突发利空！印尼股市暴跌 丨 潘功胜，最新发 声！ 证 券 时 报 新 媒 体 矩 阵 海 15 王崇 数据5 ULL l 35 数据宝 人民财讯 券商中国 ...

Core Insights - The 2025 Consumer Electronics Innovation Conference will be held from November 6 to 8 in Shenzhen, focusing on "New Electronics, New Experience, New Consumption" [1] - The event will feature nearly 300 technology companies from 20 countries and regions, showcasing over 2000 innovative technology products [1] Event Overview - The exhibition area will cover 15,000 square meters, focusing on five key innovation areas: smart terminals, smart vehicles, smart homes, digital health, and new technology chips [3] - Notable exhibitors include major companies such as China Mobile, Huawei, BYD, Honor, NIO, Xiaopeng, and Samsung, among others [3] - The conference will host three main forums and 16 sub-forums, with over 300 industry leaders, scientists, and entrepreneurs discussing innovations from foundational technologies to industrial practices [3] Additional Activities - The event will also feature the "Qingcai Music Festival," showcasing a blend of traditional and contemporary music, along with the global debut of the AI audio coding standard, Qingcai Sound Audio Vivid [4] - The second "Xing Shan Cup" application challenge finals will take place concurrently, focusing on smart home, smart terminal, and AI robotics sectors to nurture young innovative talent [5] Industry Significance - The Ministry of Industry and Information Technology emphasizes that consumer electronics are crucial for expanding domestic demand and stabilizing growth, serving as a key battleground for industrial and technological innovation [5] - The conference aims to build a self-owned brand activity for the consumer electronics industry, creating an ecosystem for innovation chains and industrial chains [5]

Core Insights - Chen Zhongyue has been appointed as the Chairman and Party Secretary of China Mobile Communications Group Co., Ltd, transitioning from his previous role as Chairman of China Unicom [1][3] - Chen Zhongyue has a strong educational background with degrees from Shanghai University of Post and Telecommunications, Zhejiang University, and Xiamen University [1] - The leadership of China Mobile is increasingly composed of former China Unicom executives, indicating a trend of personnel movement within the telecommunications industry [3] Group 1 - Chen Zhongyue was born in June 1971 and has been involved in the telecommunications sector since 1990, holding various positions within China Telecom before moving to China Unicom [1][3] - His career progression includes roles such as Vice General Manager of China Telecom's Zhejiang branch and General Manager of the Public Customer Business Unit [3] - In January 2021, he became the General Manager and Deputy Secretary of the Party Committee of China Unicom, and in November 2023, he was promoted to Chairman [3] Group 2 - The recent leadership changes at China Mobile, including the appointment of He Biao as General Manager, reflect a significant shift in the company's management structure [3] - The telecommunications industry is characterized by interconnections between companies, with leaders moving between firms, suggesting a collaborative yet competitive environment [3]

来源：新浪基金∞工作室 流动性方面，截止10月28日，港股通红利ETF广发（520900）近20个交易日累计成交金额11.08亿元，日 均成交金额5541.58万元；今年以来，197个交易日，累计成交金额181.07亿元，日均成交金额9191.57万 元。 港股通红利ETF广发（520900）现任基金经理为霍华明、吕鑫。霍华明自2024年6月26日管理（或拟管 理）该基金，任职期内收益8.60%；吕鑫自2025年4月30日管理（或拟管理）该基金，任职期内收益 22.17%。 最新定期报告显示，港股通红利ETF广发（520900）重仓股包括中国石油股份、中国移动、中国神华、 中国海洋石油、中远海控、中国石油化工股份、中国电信、中国联通、中煤能源、华润置地，持仓占比 如下。 股票代码股票名称持仓占比持仓股数（股）持仓市值（元）00857中国石油股份10.86%2692.80万1.74亿 00941中国移动10.32%214.30万1.65亿01088中国神华9.70%457.65万1.55亿00883中国海洋石油 9.52%877.70万1.53亿01919中远海控8.42%1219.90万1.35亿00386中 ...