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智通港股通持股解析|7月31日
Zhi Tong Cai Jing· 2025-07-31 00:36
Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (00728) at 74.67%, Gree Power (01330) at 70.01%, and China Shenhua (01088) at 66.95% [1] - The companies with the largest increase in holding amounts over the last five trading days are BYD Company (01211) with an increase of 14.05 billion, E Fund (02800) with 6.93 billion, and China Life (02628) with 2.58 billion [1] - The companies with the largest decrease in holding amounts over the last five trading days are China Mobile (00941) with a decrease of 1.63 billion, Pop Mart (09992) with 859 million, and Anta Sports (02020) with 678 million [1] Hong Kong Stock Connect Holding Ratios - China Telecom (00728) holds 10.363 billion shares, representing 74.67% [1] - Gree Power (01330) holds 283 million shares, representing 70.01% [1] - China Shenhua (01088) holds 2.262 billion shares, representing 66.95% [1] - Other notable companies include Tianjin Chuangye Environmental Protection (01065) at 64.66% and Hongye Futures (03678) at 63.53% [1] Recent Increases in Holdings - BYD Company (01211) saw an increase of 14.05 billion in holding amount, with a change of 11.621 million shares [1] - E Fund (02800) increased by 6.93 billion, with a change of 26.992 million shares [1] - China Life (02628) increased by 2.58 billion, with a change of 11.086 million shares [1] - Other companies with significant increases include China Construction Bank (00939) and Hang Seng China Enterprises (02828) [1] Recent Decreases in Holdings - China Mobile (00941) experienced a decrease of 1.63 billion, with a change of 1.875 million shares [1] - Pop Mart (09992) decreased by 859 million, with a change of 334.77 thousand shares [1] - Anta Sports (02020) saw a decrease of 678 million, with a change of 727.23 thousand shares [1] - Other companies with notable decreases include Agricultural Bank of China (01288) and New China Life Insurance (01336) [1]
伊朗探索从GPS迁移至北斗导航系统,行业应用已进入市场化、国际化关键阶段
Xuan Gu Bao· 2025-07-31 00:30
而低轨星座计划的蓬勃发展,北斗技术的逐步突破,自主高精度定位及时空数据产业具备较为完善的基 础设施,或将进入商业化发展阶段。"星网+北斗"将构成时空数据要素基准技术支撑体系。 公司方面,其表示包括: 据环球时报报道,伊朗正制定一项定位服务迁移计划,逐步将交通导航、农业监测、物联网等关键领域 的定位系统从GPS迁移至中国北斗导航系统。"北斗系统不仅架构先进、定位精度高,尤其在亚洲地区 具备显著的覆盖优势,而且其控制权由中国自主掌握,而非受控于美国。"伊朗高官说道。 《2025中国卫星导航与位置服务产业发展白皮书》显示,北斗作为联合国认可的全球卫星导航系统核心 供应商,签署了中俄、中巴、中阿、中沙、中白等合作文件,全面进入民航、海事、移动通信等11个国 际组织的标准体系,持续扩大北斗国际"朋友圈",产品出口140余个国家和地区,在尼日利亚、突尼斯 等30多个非洲国家建设北斗CORS站,为当地国土测绘、水利、交通、农业、林业、采矿、车辆管理、 气象监测等多个领域提供高精度位置服务。 方正证券分析称,随着北斗建设"三步走"持续推进,北斗规模应用已进入市场化、产业化、国际化发展 关键阶段。"通、导、遥"三位一体,新一代 ...
政务数据新规即将施行,AI+IT建设有望推动行业新一轮建设周期
Xuan Gu Bao· 2025-07-30 23:26
根据中国政府网公告,《政务数据共享条例》将于2025年8月1日起施行。 该条例旨在推动政务数据安全、有序、高效共享,提升政府数字化治理能力和政务服务效能,全面推进 数字政府建设,填补了我国在政务数据共享领域的立法空白。 海通证券指出,《条例》首次从国家层面以行政法规形式明确了政务数据共享的体制、路径、规则、保 障措施、法律责任等,并且带来了以下利好:明确管理体制,破解"数据孤岛"难题;构建共享机制,畅 通数据共享通路;优化共享流程,提升数据供给效率,这对政务数据市场的发展将会带来重大利好。 长城证券表示,该条例对政务数据的目录管理、共享使用、平台支撑等工作进行部署,将更好推进政务 数据安全高效共享利用,进一步提升政府数字化治理能力和政务服务效能。在国家对政务数据共享的支 持下,各地先行先试将加快政务数据授权运营的商业跑通,看好该行业发展。 公共数据授权运营:中国移动、中国电信、中国联通、深桑达A、易华录、太极股份、广电运通; 金融服务:恒生电子、中科软;商贸流通:上海钢联; 医疗健康:中科江南、创业慧康、久远银海、万达信息; 交通运输:神州控股、中远海科。 此外财通证券表示,从"互联网+"到"AI+",政务I ...
无人机、卫星通信车抢修 密云、怀柔、延庆等地部分基站恢复通信
Xin Jing Bao· 2025-07-30 18:03
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].
中国移动有限公司关于召开2025年半年度业绩说明会的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码:600941 股票简称:中国移动 公告编号:2025-020 中国移动有限公司 关于召开2025年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或重大遗漏,并对其内容的 真实性、准确性和完整性承担法律责任。 重要内容提示: ● 会议召开时间:2025年8月7日(星期四)19:00-20:15。 ● 网络直播地址:上海证券交易所上证路演中心(https://roadshow.sseinfo.com/)。 ● 会议召开方式:现场交流、上证路演中心网络直播。 ● 投资者可于2025年7月31日(星期四)起至2025年8月6日(星期三)16:00前登录上证路演中心网站首 页,点击"提问预征集"栏目(https://roadshow.sseinfo.com/preCallQa)或通过公司邮箱 zqswb@chinamobile.com进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 中国移动有限公司(以下简称"公司")拟于2025年8月7日披露公司2025年半年度报告。为便于广大投资 者更全面深入地了解公司 ...
中国移动:8月7日将召开2025年半年度业绩说明会
Zheng Quan Ri Bao Wang· 2025-07-30 11:17
证券日报网讯 7月30日晚间,中国移动(600941)发布公告称,公司计划于2025年8月7日19:00—20: 15举行2025年半年度业绩说明会。 ...
驰援北京暴雨灾区!小米、苹果等中外企业捐款捐物
Zheng Quan Shi Bao· 2025-07-30 09:41
Group 1 - The extreme rainfall in Beijing lasted for 147 hours, with an average precipitation of 210.4 mm, equivalent to 38% of the average annual rainfall over the past decade, resulting in significant damage and loss of life [1] - A total of 30 fatalities were reported due to the disaster, with 28 in Miyun and 2 in Yanqing, alongside extensive infrastructure damage including 31 road disruptions and power outages affecting 136 villages [1] Group 2 - Xiaomi announced a donation of 5 million yuan in cash and 350,000 yuan worth of essential supplies for disaster relief [3] - Li Auto pledged 10 million yuan to the Beijing Charity Association for emergency rescue and post-disaster reconstruction efforts [4] - NIO contributed 2 million yuan through its user charity foundation to support disaster relief [4] Group 3 - Pinduoduo initiated an emergency response mechanism, procuring 30,000 items of essential supplies for affected residents [4] - Alibaba sent 13,000 boxes of food and water as part of its emergency disaster relief efforts, with additional supplies dispatched shortly after [4] Group 4 - ByteDance announced a donation of 10 million yuan to support disaster relief efforts, focusing on hygiene products and emergency supplies for affected areas [5] - JD.com mobilized resources to deliver essential supplies and established a special team for disaster response [6] Group 5 - NetEase donated 3 million yuan in emergency supplies and cash to support local disaster relief efforts [6] - Didi's rescue team was deployed to assist in evacuating affected residents [6] Group 6 - BOSS Zhipin donated 1.5 million yuan to support disaster relief and reconstruction in specific districts [8] - China Mobile provided a month of free Beidou SMS service to help users communicate during emergencies [8] Group 7 - Yili Group activated its emergency response plan, sending volunteers and essential supplies to severely affected areas [8] - Apple CEO Tim Cook expressed support for the disaster relief efforts and announced a donation for local recovery [8][9] Group 8 - BMW China and Brilliance BMW donated "One Foundation Children's Warm Packs" to the disaster-stricken areas, continuing their support from previous relief efforts [9]
中国移动(00941) - 中国移动有限公司关於召开2025年半年度业绩说明会的公告
2025-07-30 09:37
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 就 因 本 公 告 全 部或任何部分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。 本公告乃中國移動有限公司(「本公司」)根 據《香 港 聯 合 交 易 所 有 限 公 司 證 券 上 市 規 則》第13.10B條 而 作 出。 茲提述本公司在上海證券交易所網站刊登的《中 國 移 動 有 限 公 司 關 於 召 開2025 年 半 年 度 業 績 說 明 會 的 公 告》,僅 供 參 考。 承董事會命 中國移動有限公司 楊 杰 董事長 香 港,2025年7月30日 CHINA MOBILE LIMITED 中國移動有限公司 (根據公司條例在香港註冊成立之有限公司) 股份代號:941(港幣櫃台)及 80941(人民幣櫃台) 海外監管公告 召 開2025年半年度業績說明會 本 公 告 中 所 包 含 的 前 瞻 性 陳 述 不 構 成 亦 不 應 視 為 本 公 司 作 出 的 承 諾。這 些 前 瞻 性 陳 述 涉 及 已 知 和 ...
驰援北京暴雨灾区!小米、苹果等中外企业捐款捐物
证券时报· 2025-07-30 09:19
Core Viewpoint - The article highlights the significant impact of extreme rainfall in Beijing, leading to substantial casualties and damage, while also showcasing the rapid response and support from various companies and organizations in the form of donations and supplies to aid disaster relief efforts [1][2][3]. Group 1: Impact of Rainfall - As of July 28, the extreme rainfall in Beijing resulted in 30 fatalities, with 28 in Miyun and 2 in Yanqing [1]. - The rainfall lasted for 147 hours, with an average precipitation of 210.4 mm, which is 38% of the average annual rainfall in Beijing over the past decade [2]. - In just seven days, the rainfall accounted for 40% of the typical annual rainfall [2]. Group 2: Corporate Response - Xiaomi donated 5 million yuan in cash and 350,000 yuan worth of essential supplies, including power banks and flashlights, to support disaster relief efforts [4]. - Li Auto contributed 10 million yuan to the Beijing Charity Association for emergency rescue and post-disaster reconstruction [6]. - NIO announced a donation of 2 million yuan in collaboration with its user charity foundation to assist the affected areas [6]. - Great Wall Motors donated 5 million yuan to the Red Cross for rescue and recovery efforts and provided additional support measures for its vehicle owners [7]. Group 3: Internet Companies' Contributions - Pinduoduo initiated an emergency response mechanism, procuring 30,000 items of essential supplies for affected residents [8]. - Alibaba sent 13,000 boxes of food and water in two batches to support the basic needs of disaster-affected individuals [8]. - ByteDance announced a donation of 10 million yuan to support various emergency needs in severely affected areas [8]. - JD.com prepared a range of essential supplies and established a special team for disaster relief [9][10]. Group 4: Additional Support from Other Companies - NetEase donated 3 million yuan in emergency supplies and cash to support local disaster relief efforts [11]. - Didi's rescue team was deployed to assist in evacuating affected residents [12]. - BOSS Zhipin donated 1.5 million yuan to support disaster relief and reconstruction in specific districts [14]. - China Mobile offered a month of free Beidou SMS service to help users communicate during emergencies [15]. - Yili Group mobilized volunteers to deliver essential supplies to severely affected areas [16]. - Apple and BMW also pledged donations to support local rescue and recovery efforts [17][19].
中国移动(600941) - 中国移动:关于召开2025年半年度业绩说明会的公告
2025-07-30 08:45
股票代码:600941 股票简称:中国移动 公告编号:2025-020 中国移动有限公司 关于召开2025年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 中国移动有限公司(以下简称"公司")拟于 2025 年 8 月 7 日披露公司 2025 年半年度报告。为便于广大投资者更全面深入地了解公司 2025 年半年度经营成 果、财务状况,公司计划于 2025 年 8 月 7 日 19:00-20:15 举行 2025 年半年度业 绩说明会,就投资者关心的问题进行交流。 一、说明会类型 本次业绩说明会以现场交流和网络直播形式召开,公司将针对 2025 年半年 度的经营成果及财务指标的具体情况与投资者进行互动交流和沟通,在信息披露 规则允许的范围内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点 1 三、参加人员 公司执行董事兼董事长杨杰先生,执行董事兼首席执行官何飚先生,执行董 事王利民先生,执行董事兼财务总监李荣华先生,副总经理张冬先生,副总经理 陈怀达先生。(如遇特殊情况,参与 ...