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4月30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5月7日 | | | | I. 法定/註冊股本變動 | 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 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 | | | ...

Mergers and Acquisitions - OpenAI plans to acquire Windsurf for approximately $3 billion, marking its largest acquisition to date aimed at enhancing its technological capabilities in the AI sector [2] - Intel is selling 51% of its stake in Altera to Silver Lake for an estimated valuation of $8.75 billion, as part of its strategy to improve its balance sheet [3] - Harman International is acquiring Masimo's audio business for $350 million, with the deal expected to close by the end of the year [4] - Infosys has reached a final agreement to acquire The Missing Link, an Australian cybersecurity firm, to strengthen its cybersecurity capabilities [5] - DoorDash is set to acquire UK-based food delivery company Deliveroo for approximately $3.9 billion, expanding its international footprint [6] - Uber plans to acquire 85% of Turkish food delivery platform Trendyol GO for about $700 million, pending regulatory approval [7] - Lyft is acquiring European ride-hailing app FreeNow for approximately €175 million ($197 million), with the deal expected to close in the second half of 2025 [8] - Hugging Face is entering the robotics field by acquiring Pollen Robotics, although the financial terms of the deal were not disclosed [9] - WPP is acquiring data collaboration platform InfoSum to enhance its AI-driven data services [10] - CleverTap is acquiring rehool.ai to strengthen its customer retention services [11] - Focus Media plans to acquire New潮传媒 for an estimated valuation of 8.3 billion yuan [13] - China Mobile intends to acquire approximately 15.46% of Hong Kong Broadband for about HKD 1.2 billion [14] - IBM has completed the acquisition of Hakkoda to expand its data transformation services [15] - FuboTV is under investigation by the U.S. Department of Justice regarding its acquisition by Disney, focusing on potential market concentration issues [19] - Universal Music's acquisition of Downtown Music is facing an EU investigation due to potential competitive impacts [20] - Onsemi has withdrawn its acquisition offer for Allegro Microsystems, citing reluctance from Allegro's board [21]

2025 年 4 月，海外纯多头基金在中国股票市场出现了 53 亿美元的显著资金流出，扭转了自 2 月以来连续两个月的流入趋势。此次流出由被动基金（37 亿 美元）和主动基金（16 亿美元）共同推动。南下资金势头依旧强劲，2025 年前 4 个月的流入量达到 2024 年全年的 75%。 海外注册基金流动情况 中国股票遭遇海外注册基金大规模流出（53 亿美元），终结 2 月以来的两月流入趋势：资金流动主要由被动基金流出（37 亿美元，3 月为流入 25 亿美 元）和主动基金流出（16 亿美元，3 月流出 20 亿美元）驱动（图表 2）。 截至 4 月 30 日，累计海外主动基金流动（净额）回到 2025 年 2 月底水平：4 月的流出抵消了 3 月约 50% 的流入，同时海外主动基金累计流动规模触及 2022 年底以来的历史低位（图表 4、图表 5）。根据最新数据，全球基金、亚洲（不含日本）基金和新兴市场基金对中国股票的低配比例分别小幅增加 1.3 个百分点、2.0 个百分点和 3.2 个百分点。 按行业划分 增持最多：阿里巴巴、比亚迪、携程集团和中国移动。 减持最多：腾讯和小米。 中国国内基金流动情况 中国 ...

Group 1 - The core theme of the event was the launch of the "Dual 10G AI Family Plan" by China Mobile Beijing, focusing on enhancing smart living through advanced network technologies [1][2] - As of now, over 11,000 communities in Beijing have achieved gigabit coverage, with a gigabit user coverage rate of 99% and more than 1.5 million gigabit customers [1] - China Mobile has constructed and opened over 7,000 5G-A base stations, achieving widespread coverage within the 6th ring and suburban areas [1] Group 2 - The "Dual 10G AI Family Plan" aims to leverage dual-driven technologies of 10G broadband and 5G-A wireless networks, with a focus on launching a new AI home product system and initiating a 10G network coverage project in 1,000 communities in Beijing [2] - The robotics industry is currently transitioning from "props" to "companions," with a need to enhance embodied intelligence and general task planning capabilities [2] - By 2025, China Mobile plans to develop commercial-grade products for welcoming and guiding services, and to promote quadruped robots as consumer-grade products for home scenarios [3]

Core Insights - China Mobile Beijing Company launched the "Dual 10G AI Family" plan, introducing a new AI home product system and initiating a 10G network coverage project in 1,000 communities in Beijing [1][4]. Group 1: Technology and Network Capabilities - The "Dual 10G" refers to the combined capabilities of "5G-A wireless + F5G-A wired" optical network technology, with 5G-A peak upload speeds nearing 200 Mbps and download speeds approaching 3 Gbps, representing a 3 to 5 times improvement over traditional 5G [3]. - The 10G broadband offers upload speeds close to 1 Gbps and download speeds nearing 10 Gbps, enhancing user bandwidth by 10 times to support high-bandwidth applications such as 8K ultra-high-definition video, cloud gaming, and VR/AR [3]. - Cloud-network collaboration technology enables low-latency and high-stability experiences for services like cloud storage and cloud gaming [3]. Group 2: AI Home Product Matrix - The launch includes a comprehensive smart product matrix covering various domains such as smart assistants, intelligent office solutions, pet monitoring, health management, and leisure entertainment [3]. - Notable products include AI glasses G1000, which utilize voice interaction to bridge work and life scenarios, and a cloud computer that supports multi-device login for convenience [3]. - A pet feeding device integrated with a camera allows for remote feeding, AI monitoring, cloud storage, and health management, enhancing pet care [3]. Group 3: Community and Customer Service Initiatives - China Mobile plans to establish 1,000 10G communities across the city, aiming to provide more residents with the convenience and efficiency of the dual 10G network [3]. - For 10G users, the company will offer dedicated services including on-site network installation, 24/7 rapid response for network needs, and one-on-one support from dedicated network engineers [3].

Core Insights - Beijing Mobile has launched the "Dual 10G AI Family Plan," marking the official entry into the "Dual 10G" era in Beijing, with a focus on upgrading network technology, product systems, and service quality [1][2] Group 1: Network Technology - The upgraded 10G broadband offers nearly 10Gbps download and nearly 1Gbps upload speeds, enhancing user bandwidth by 10 times, capable of supporting high-bandwidth applications like 8K video, cloud gaming, and VR/AR [1] - The 5G-A network achieves peak upload speeds close to 200Mbps and download speeds near 3Gbps, representing a 3 to 5 times improvement over traditional 5G, providing accelerated services for live streaming and high-definition video [1] Group 2: Product Offerings - Beijing Mobile has introduced a comprehensive smart product matrix covering various home scenarios, including smart assistants, intelligent office solutions, pet monitoring, health management, and entertainment [2] - The AI glasses G1000, powered by China Mobile's Jiutian model, facilitate voice interaction across work and life scenarios, while the cloud computer allows multi-device login, breaking spatial boundaries [2] - Additional products include a pet feeder with a camera for remote feeding and health management, a multifunctional robot for household assistance and companionship, and the FTTR smart box for 3D viewing and cloud storage of user photos and videos [2] Group 3: Community and Infrastructure Development - Beijing Mobile plans to construct 1,000 10G communities in Beijing, aiming to provide more citizens with access to the dual 10G network [2] - The company is committed to enhancing the 10G network infrastructure and expanding application scenarios in line with the capital's vision of becoming a "Light Network Capital, 10G City" [2]

Core Points - The Hong Kong 300 Value Index (HK300V) reported at 2722.69 points, showing a decline of 3.40% over the past month, an increase of 3.92% over the past three months, and a year-to-date increase of 2.89% [1] - The index consists of four sub-indices: Hong Kong 300 Growth Index, Hong Kong 300 Value Index, Hong Kong 300 Relative Growth Index, and Hong Kong 300 Relative Value Index, reflecting the performance of different style securities based on the Hong Kong 300 Index sample [1] - The index is based on a base date of December 31, 2004, with a base point of 1000.0 [1] Holdings Overview - The top ten holdings of the Hong Kong 300 Value Index include HSBC Holdings (11.28%), China Construction Bank (9.82%), China Mobile (7.91%), Industrial and Commercial Bank of China (7.3%), Bank of China (5.74%), Ping An Insurance (5.49%), CNOOC (4.72%), China Merchants Bank (3.08%), Agricultural Bank of China (2.3%), and Bank of China Hong Kong (2.15%) [1] - The index's holdings are entirely composed of stocks listed on the Hong Kong Stock Exchange, with a 100% allocation [1] Sector Allocation - The sector allocation of the index shows that Financials account for 58.82%, Communication Services for 11.80%, Energy for 10.52%, Real Estate for 8.18%, Industrials for 3.72%, Utilities for 2.52%, Materials for 1.58%, Consumer Staples for 1.33%, Health Care for 0.66%, Consumer Discretionary for 0.44%, and Information Technology for 0.44% [2] - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2] - The sample adjustment allows for a maximum of 20% change in the sample ratio between the Hong Kong 300 Value Index and the Hong Kong 300 Growth Index [2]

Group 1 - The core viewpoint emphasizes the importance of comprehensive supervision and effective implementation of corrective measures in the internal inspection process of China Mobile [1][2][3] - The company has established a "full-process" supervision mechanism to ensure that the focus of corrective actions remains aligned with the intended goals, involving various departments in the review and feedback process [1][2] - A "multi-dimensional" evaluation model has been created to assess the effectiveness of corrective actions taken by the inspected units, focusing on political impact, accountability, root cause management, and long-term mechanisms [2] Group 2 - The company is enhancing its oversight of the corrective action meetings to ensure they are substantive and not merely procedural, with a focus on addressing key issues and fostering a spirit of accountability [3] - The inspection team is committed to integrating corrective actions with broader reforms and governance practices, ensuring that these measures are embedded in daily operations and responsibilities [3]

Group 1 - SenseTime has signed a memorandum of cooperation with China Mobile Hong Kong and the Faculty of Law at the Chinese University of Hong Kong [1] - The collaboration will focus on areas such as visual AI and large models [1]

Group 1 - The State Intellectual Property Office of China granted a patent for a "Distributed Differential Protection Device" to China Mobile Communications Group Hebei Co., Ltd. and China Mobile Communications Group Co., Ltd. The patent was announced with the authorization number CN222814225U and the application date was March 2024 [1] - The patent describes a utility model related to differential protection device technology, which includes a differential protection module, an installation housing, and a drying component. The installation housing has a chamber suitable for the installation of the differential protection module, and at least one side wall of the chamber is equipped with a drying component that communicates with the chamber to ensure proper functioning even in humid environments, thereby enhancing usability and lifespan [1] - China Mobile Communications Group Hebei Co., Ltd. was established in 2001 and is based in Shijiazhuang. The company primarily engages in telecommunications, broadcasting, and satellite transmission services, with a registered capital of 431466.87 million RMB. It has made one external investment, participated in 5000 bidding projects, and holds 14 trademark records and 335 patent records [1] Group 2 - China Mobile Communications Group Co., Ltd. was founded in 1999 and is located in Beijing. The company focuses on telecommunications, broadcasting, and satellite transmission services, with a registered capital of 30000000 million RMB. It has made 52 external investments, participated in 5000 bidding projects, and holds 2179 trademark records and 5000 patent records [2]