Group 1 - The stock price of China Telecom as of August 7, 2025, is 7.30 yuan, down 0.68% from the previous trading day, with a trading volume of 1.3741 million hands and a turnover of 1.004 billion yuan [1] - China Telecom is one of the three major basic telecom operators in China, providing fixed and mobile communication services, internet access services, and comprehensive information services [1] - The recent resumption of eSIM business by telecom operators has attracted market attention, with China Unicom leading the way in 25 provinces, primarily targeting the IoT and smart wearable device sectors [1] Group 2 - China Telecom is cautious in advancing its eSIM business due to the need for physical SIM cards for authentication in its Tiantong satellite communication services [1] - Major smartphone manufacturers like Huawei and Apple are actively developing eSIM technology, with the first batch of eSIM-supported phones expected to be launched by the end of the year [1] - On August 7, 2025, the net outflow of main funds for China Telecom was 99.5185 million yuan, with a total net outflow of 12.504 million yuan over the past five days [1]

随着信息技术的迅猛发展和联合打击力度的加大，电信网络诈骗手段由个人手机外呼"进化"为利用GOIP设备（俗 称"猫池"）实施远程操控，诈骗工具更隐蔽，打击反制更复杂。面对新形势、新挑战，广东联通借助中国联通集团网 络系统集约化运营优势，全面升级"打猫"能力，实现精准识别、跨域协同与溯源打击，协助当地公安铲除一个潜藏已 久的短信诈骗团伙。 截至目前，广东联通协同公安机关累计打掉涉诈窝点309个，查获各类涉诈设备765套，协助抓捕嫌疑人428人，为守 护人民群众财产安全、净化网络环境持续贡献"联通力量"。接下来，广东联通将积极履行央企责任担当，继续迭代算 法、扩容算力、深耕数据，以科技利刃斩断诈骗黑手，筑牢全民反诈"防火墙"，让人民群众的获得感、幸福感、安全 感更有保障、更可持续。 近日，广东联通依托中国联通全国集约化的大数据建模能力，结合本地多模态数据融合分析，精准研判发现中山市南 部区域出现大量虚拟运营商号卡聚集，并且存在批量发送涉诈、涉赌短信的异常行为。预警线索第一时间通过广东联 通一体化全场景反诈调度系统，推送至地市分公司及公安部门，同时启动与省市两级反诈中心的高效联动机制。广东 联通对海量通信数据深度挖掘 ...

Core Viewpoint - China Unicom is focusing on enhancing its cloud services and digital infrastructure to support the national digital economy strategy, with significant revenue growth in cloud products and data centers [2][9]. Financial Performance - For the first quarter of 2025, China Unicom reported a revenue of RMB 1,033.54 billion, a year-on-year increase of 3.88%, and a net profit attributable to shareholders of RMB 26.06 billion, up 6.50% year-on-year [9]. - The company has distributed a total of RMB 355.36 billion in dividends since its A-share listing, with RMB 124.27 billion in the last three years [10]. Business Strategy - The company aims to integrate cloud and network services, creating a comprehensive and secure computing network to meet diverse digital demands, positioning itself as a key player in the digital economy [2][8]. - China Unicom is actively participating in the national "East Data West Computing" project, enhancing its service capabilities in data centers and cloud computing [2][3]. Market Activity - On August 7, China Unicom's stock rose by 0.19%, with a trading volume of RMB 9.74 billion and a market capitalization of RMB 1,672.65 billion [1]. - The stock has seen a net outflow of RMB 46.06 million from major investors, indicating a reduction in holdings over the past few days [4][5]. Shareholder Information - As of March 31, 2025, the number of shareholders increased to 592,600, with an average of 51,921 shares held per shareholder, reflecting a decrease of 10.64% [9]. - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with some increasing and others decreasing their holdings [10].

Market Overview - On August 6, the communication services sector declined by 0.33%, with ST Xintong leading the drop [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Stock Performance - Notable gainers in the communication services sector included: - Beiwai Zhi (002148) with a closing price of 9.43, up 10.04% on a trading volume of 147,500 shares and a turnover of 139 million yuan [1] - Hengxin Oriental (300081) closed at 7.55, up 6.34% with a trading volume of 667,400 shares [1] - ST Yitong (300211) closed at 7.59, up 4.55% with a trading volume of 182,400 shares [1] - Other notable performers included Jiahuan Technology (603206) and Zhongjia Bochuang (000889), with increases of 3.49% and 3.12% respectively [1] Fund Flow Analysis - The communication services sector experienced a net outflow of 632 million yuan from institutional investors, while retail investors saw a net inflow of 449 million yuan [2] - The sector's overall fund flow indicated a mixed sentiment, with institutional investors withdrawing funds while retail investors were more active [2] Individual Stock Fund Flow - Jiahuan Technology (603206) had a net inflow of 40.03 million yuan from institutional investors, but saw outflows from both retail and speculative investors [3] - Hengxin Oriental (300081) also experienced a net inflow of 31.76 million yuan from institutional investors, with outflows from speculative and retail investors [3] - ST Yitong (300211) had a net inflow of 6.64 million yuan from institutional investors, indicating some level of interest despite the overall sector decline [3]

Group 1 - The core viewpoint of the article highlights the performance of the China Securities Hong Kong 300 Infrastructure Index, which has shown a monthly increase of 2.12%, a three-month increase of 6.15%, and a year-to-date increase of 9.60% [1] - The index is composed of selected securities from the China Securities Hong Kong 300 Index, focusing on various industry themes such as banking, transportation, resources, infrastructure, logistics, and leisure [1] - The index was established on December 31, 2004, with a base point of 1000.0 [1] Group 2 - The top ten holdings of the China Securities Hong Kong 300 Infrastructure Index include China Mobile (33.23%), Cheung Kong (8.57%), CLP Holdings (8.5%), China Telecom (5.22%), Hong Kong and China Gas (4.91%), Power Assets Holdings (4.89%), China Unicom (3.7%), ENN Energy (3.2%), CK Infrastructure Holdings (2.61%), and China Resources Power (2.53%) [1] - The index's holdings are entirely composed of securities listed on the Hong Kong Stock Exchange, with a sector breakdown showing 52.30% in telecommunications services, 42.28% in utilities, 4.16% in construction and decoration, and 1.26% in transportation [1] Group 3 - The index sample is adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December each year [2] - Weight factors are generally fixed until the next scheduled adjustment, with provisions for temporary adjustments in special circumstances such as delisting or corporate actions like mergers and acquisitions [2]

Core Viewpoint - The articles highlight the efforts of Hangzhou Unicom in integrating digital technology with community service, emphasizing the importance of "Party building + civilization creation" as a framework for enhancing service quality and community engagement [1][2][3] Group 1: Service and Community Engagement - Hangzhou Unicom has been recognized for its commitment to service excellence, with employees like Zhang Shaofeng being acknowledged for their dedication to customer support and community service [1] - The company has established a "Welfare Pioneer" brand under its Party building initiative, achieving a 100% registration rate for party members and accumulating over 11,000 hours of public service [2] - The company has implemented "Three Optimizations" measures—optimizing service, environment, and experience—to transform its service centers into warm and welcoming spaces for the community [2] Group 2: Digital Infrastructure and Innovation - Hangzhou Unicom boasts a 99% coverage rate for 5G networks and a 93.9% coverage rate for broadband, facilitating digital access for households [3] - The company has invested significantly in data intelligence and smart technology, with a focus on enhancing productivity and efficiency in various sectors, including agriculture and manufacturing [3] - The establishment of a community platform in Xiaoshan has been recognized as one of the top ten leading cases in new smart city initiatives in 2023, showcasing the company's role in bridging urban and rural divides [3] Group 3: Recognition and Future Commitment - Hangzhou Unicom has been awarded the title of "National Civilized Unit," which serves as a motivation for the company to continue its efforts in promoting urban civilization [3] - The leadership emphasizes the ongoing commitment to using communication technology to enhance community welfare and support the goal of common prosperity [3]

Core Viewpoint - China Unicom will hold a mid-year performance briefing on August 12, 2025, to discuss its 2025 interim results and address investor concerns through a live online format [3][4][5]. Group 1: Meeting Details - The performance briefing is scheduled for August 12, 2025, from 17:00 to 18:30 [5]. - The event will be broadcast live on multiple platforms, including the Shanghai Stock Exchange Roadshow Center, the company's website, China Unicom APP, and Eastmoney Roadshow platform [5][6]. - The briefing will consist of a performance explanation segment followed by a Q&A session, allowing for interactive communication with investors [4][6]. Group 2: Participation Information - Investors can submit questions for the Q&A segment until August 8, 2025, at 16:00, through the Shanghai Stock Exchange Roadshow Center or via the company's email [6][7]. - During the event, a short video summarizing the company's performance will be presented, along with a virtual exhibition for investors [7][8]. - The company encourages active participation from investors to enhance communication and understanding of its mid-year performance [8].

Core Insights - The rapid development of China's computing power industry is highlighted by significant advancements in infrastructure and technology, with a focus on high-quality development and strategic initiatives like the "East Data West Computing" project [1][4][9] - The demand for intelligent computing (智算) is surging, with its scale reaching 748 EFlops, accounting for 35% of the total computing power in China, and projected to grow to 1037.3 EFlops by 2025 [2][3] - The integration of computing resources across the nation is being prioritized to enhance accessibility and efficiency, with initiatives like the establishment of a national computing network and the "Computing Power Internet" [4][5][7] Industry Developments - The computing power infrastructure in China is expanding, with over 1,043 million standard computing racks in use, marking an 18.5% increase from 2024 [2] - Major telecom companies are enhancing their computing capabilities, with China Telecom's central computing center in Wuhan expanding by 2 EFlops to support AI applications [3] - The "East Data West Computing" initiative has seen the total computing power of eight major hubs reach 215.5 EFlops, with intelligent computing accounting for 80.8% of this total [3] Technological Advancements - The introduction of advanced technologies, such as liquid cooling, is significantly improving energy efficiency in data centers, with reductions in energy consumption by 50%-60% [8] - The deployment of high-capacity optical transmission networks is facilitating efficient computing resource allocation, with companies like China Mobile and China Unicom achieving significant advancements in network capabilities [6][7] Policy and Strategic Initiatives - The Chinese government is actively promoting policies to drive the integration of computing power and energy efficiency, aiming for a PUE value below 1.35 in existing data centers by 2027 [8] - The establishment of a national computing network and the "Computing Power Internet" is expected to enhance the efficiency of resource allocation and support over 7,000 computing entities in meeting demand [4][5]

证券代码：600050 证券简称：中国联通 公告编号：2025-033 中国联合网络通信股份有限公司 关于召开 2025 年度中期业绩说明会的公告 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、误导性陈述或者 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： 台（https://roadshow.eastmoney.com/luyan/4828410）同步直播 （http://roadshow.sseinfo.com/questionCollection.do）或通过公司 邮箱 ir@chinaunicom.cn 进行提问。公司将在业绩说明会上对投资者普 遍关注的问题进行回答。 业绩说明环节将于 2025 年 8 月 12 日（星期二）17:00-约 17:20 进行， 问答环节将于当日约 17:20-18:30 进行，投资者可于当日 17:00-18:30 1 会议召开时间：2025 年 8 月 12 日（星期二）17:00-18:30 网络直播地址：上海证券交易所上证路演中心 （http://roadshow.sseinfo.com）、本公司网站 （http://www ...

证券之星消息，8月5日通信服务板块较上一交易日上涨0.38%，北纬科技领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。通信服务板块个股涨跌见下表： 从资金流向上来看，当日通信服务板块主力资金净流出2.98亿元，游资资金净流出1410.62万元，散户资 金净流入3.12亿元。通信服务板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601728 中国电信 | | 8247.08万 | 12.85% | -5729.62万 | -8.93% | -2517.47万 | -3.92% | | 600050 中国联通 | | 7563.42万 | 5.43% | -6929.43万 | -4.98% | -634.00万 | -0.46% | | 002148 北纬科技 | | 7362.12万 | 25.10% | -3929.56万 | - ...