中讯邮电咨询设计院有限公司，成立于1991年，位于北京市，是一家以从事软件和信息技术服务业为主 的企业。企业注册资本57333.3335万人民币。通过天眼查大数据分析，中讯邮电咨询设计院有限公司共 对外投资了15家企业，参与招投标项目5000次，财产线索方面有商标信息97条，专利信息1432条，此外 企业还拥有行政许可20个。 国家知识产权局信息显示，中国联合网络通信集团有限公司取得一项名为"网络通信问题的确定方法、 装置、设备、介质及产品"的专利，授权公告号CN118612671B，申请日期为2024年6月。 天眼查资料显示，中国联合网络通信集团有限公司，成立于1994年，位于北京市，是一家以从事电信、 广播电视和卫星传输服务为主的企业。企业注册资本10570385.629549万人民币。通过天眼查大数据分 析，中国联合网络通信集团有限公司共对外投资了35家企业，参与招投标项目3352次，财产线索方面有 商标信息3728条，专利信息5000条，此外企业还拥有行政许可11个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 ...

Group 1 - The industry investment rating is "Buy" [2] - The report indicates that the communication sector's fund holdings have continued to rise quarter-on-quarter, with a notable increase in the allocation towards optical modules in Q4 2025 [6][20] - The communication sector's PE-TTM as of December 31, 2025, is 49.5 times, ranking it 7th among all Shenwan first-level industry indices, with a slight increase compared to the previous quarter [14][20] Group 2 - In Q4 2025, the total market value of fund holdings in the communication sector reached 186.39 billion CNY, an increase of 23.88 billion CNY from Q3 2025, marking the highest proportion of fund stock holdings in four years at 9.5% [23][25] - The report highlights a significant trend of increasing fund concentration in optical modules, with major holdings in companies like Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication [28][31] - The report notes a shift in fund strategies, with increased holdings in China Telecom (H shares) and a reduction in holdings of telecom equipment manufacturers like Zhongtian Technology and ZTE [46][54]

Core Viewpoint - The AI Fund Ping An Hong Kong Stock Connect Dividend Select Mixed Fund A (021046) reported a profit of 11.96 million yuan for Q4 2025, with a net asset value growth rate of 3.5% during the period [3]. Fund Performance - As of January 22, the fund's unit net value was 1.286 yuan, with a fund size of 389 million yuan [3][17]. - The fund's performance over the past three months showed a return of -0.63%, ranking 588 out of 621 comparable funds; over the past six months, it returned -0.69%, ranking 607 out of 621; and over the past year, it achieved a return of 19.68%, ranking 525 out of 613 [4]. Investment Strategy - The fund manager indicated that in the context of declining cash yields, high-dividend assets have shown a "quasi-fixed income" characteristic, becoming a dominant investment style in Q4. In contrast, growth sectors faced increased volatility and pressure due to market sentiment and fluctuating fundamental expectations [3]. - The fund will continue to focus on stable high-dividend stocks, particularly in the financial, telecommunications, energy, and public utility sectors, which are expected to provide visibility and stable profits during the economic recovery [3]. Risk Metrics - The fund's Sharpe ratio since inception is 1.3198, indicating a favorable risk-adjusted return [9]. - The maximum drawdown since inception is 10.87%, with the largest quarterly drawdown occurring in Q2 2025 at 9.1% [12]. Portfolio Composition - The average stock position since inception is 85.49%, with a peak of 89.53% at the end of H1 2024 and a low of 71.51% at the end of Q3 2024 [15]. - The fund has a high concentration of holdings, with the top ten stocks including China National Offshore Oil, China Mobile, CITIC Bank, Bank of China, and others [20].

Core Viewpoint - The launch of the Honor Magic8 Pro Air eSIM phone marks a significant milestone in the collaboration between China Unicom, Honor, and JD.com, indicating a new phase in the eSIM market in China [1][3][7]. Group 1: Strategic Collaboration - China Unicom, Honor, and JD.com have established a strong partnership, which is expected to enhance the development of the domestic eSIM mobile market [3]. - The unveiling of the eSIM phone symbolizes the deepening of strategic cooperation among the three companies, highlighting the importance of ecosystem partners in the commercialization of eSIM technology [7]. Group 2: Product Features and Offerings - The Honor Magic8 Pro Air eSIM phone features a leading configuration of "two physical SIM cards + two eSIM cards," combined with a lightweight design and a large-capacity battery [5]. - To enhance user experience with eSIM, China Unicom has introduced the upgraded "e Supplement" policy, which includes immediate billing for calls, 200GB of nationwide data for a year, and convenient online services for international business travelers [5]. Group 3: Future Outlook - The collaboration is seen as a catalyst for accelerating the transition to a user-centered, all-scenario smart experience era [7]. - China Unicom aims to continue deepening partnerships to promote eSIM technology, making it accessible to more households and paving the way for a smarter, more convenient digital lifestyle [8].

证券之星消息，1月23日通信服务板块较上一交易日上涨0.33%，三维通信领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。通信服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002115 | 三维通信 | 15.39 | 7.85% | 280.39万 | 42.56亿 | | 301382 | 蜂助手 | 41.87 | 7.39% | 35.79万 | 14.97亿 | | 002544 | 普天科技 | 34.38 | 6.74% | 46.25万 | 15.75 Z | | 300310 | 官通世纪 | 7.06 | 5.22% | 1 90.36万 | 6.31亿 | | 300292 | 吴通控股 | 4.72 | 2.83% | 49.93万 | 2.34亿 | | 920924 | 广脉科技 | 23.94 | 2.79% | 2.28万 | 5468.92万 | | 000889 | 中嘉博创 ...

Group 1: Project Summaries - The first project involves the construction of a trusted data space in Dezhou, with a budget of 20 million yuan, aimed at integrating government, public, and social data to enhance decision-making and foster the local data industry [1][7]. - The second project focuses on a trusted data evidence management system, with a budget of 3 million yuan, which includes modules for data source management, data sharing, risk detection, and system management [2][7]. - The third project is for the procurement of training equipment for a trusted data space, with a budget of 1.2 million yuan, designed to support practical training in blockchain technology across various application scenarios [4][9]. - The fourth project is an upgrade of the Tianwang video surveillance security platform for the Yantai Public Security Bureau, with a budget of 953,400 yuan, aimed at enhancing security capabilities and compliance with national cybersecurity standards [6][10]. Group 2: Budget and Timeline - The budget for the trusted data space project in Dezhou is set at 20 million yuan, with a bidding date of December 2, 2025 [1][7]. - The trusted data evidence management system has a budget of 3 million yuan, with a bidding date of January 13, 2026 [2][7]. - The training equipment project has a budget of 1.2 million yuan, with a bidding date of November 25, 2025 [4][9]. - The upgrade project for the video surveillance platform has a budget of 953,400 yuan, with a bidding date of December 31, 2025 [6][10].

Group 1: Market Performance - The communication services sector increased by 1.34% on January 22, with Guoan Co. leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Group 2: Individual Stock Performance - Guoan Co. (000839) closed at 2.97, rising by 10.00% with a trading volume of 1.4044 million shares and a transaction value of 410 million yuan [1] - Zhongbei Communication (603220) also rose by 10.00%, closing at 25.30 with a trading volume of 357,900 shares and a transaction value of 878 million yuan [1] - Other notable performers include Erli San (002467) with a 6.26% increase, closing at 6.79, and Sanwei Communication (002115) with a 6.25% increase, closing at 14.27 [1] Group 3: Capital Flow Analysis - The communication services sector saw a net inflow of 1.809 billion yuan from institutional investors, while retail investors experienced a net outflow of 1.305 billion yuan [2] - Major stocks like Runze Technology (300442) had a net inflow of 933 million yuan from institutional investors, but a net outflow of 640 million yuan from retail investors [3] - Guoan Co. (000839) had a significant net inflow of 1.81 billion yuan from institutional investors, while retail investors saw a net outflow of 886 million yuan [3]

天眼查工商信息显示，近日，湖北烽火创业投资基金合伙企业(有限合伙)成立，执行事务合伙人为武汉 光谷丰禾私募基金管理有限公司，出资额10亿人民币，经营范围为创业投资，以私募基金从事股权投 资、投资管理、资产管理等活动，由烽火通信(600498)、中国联通旗下联通战新私募股权投资基金(武 汉)合伙企业(有限合伙)、湖北省投资引导基金有限公司等共同出资。 ...

Core Insights - The telecommunications service industry received a total of 173,629 complaints in 2025, representing a year-on-year decrease of 7.05% compared to 2024 [1][12] - The Ministry of Industry and Information Technology initiated the "Clear and Reassuring Use" campaign in April 2025 to address key issues such as complex packages and unclear charges, leading to a significant reduction in complaints in the second half of the year [1][12] Complaint Categories - The primary complaint category is package fee disputes, accounting for over 50% of all complaints, followed by poor customer service at 16.7%, broadband faults at 5.96%, and account cancellation issues at 2.44% [3][15] - Common issues include unclear billing rules, unauthorized subscription renewals, and poor customer service quality, such as long wait times and unhelpful staff [2][14] Complaint Handling - The overall complaint handling performance in the telecommunications sector is positive, with a complaint response rate exceeding 98% among major operators like China Mobile, China Unicom, China Telecom, and China Broadcasting [4][16] Demographics of Complainants - Male consumers dominate the complaint demographic, making up 70.02% of complaints, while female consumers account for 29.98% [5][17] - The average age of complainants is 30, with the majority being young consumers aged 20-25 (36.45%) and 26-30 (26.24%) [6][18] Geographic Distribution - Guangdong province has the highest number of complaints, accounting for 16.77% of the total, followed by Jiangsu and Zhejiang provinces at 8.65% and 7.71%, respectively [7][19]

（来源：内蒙古晨网） 转自：内蒙古晨网 在鄂尔多斯达拉特旗，某单位互联网线路受天气影响突发中断。得知这一消息，达拉特旗分公司迅速组 建抢修小组奔赴现场。 彼时，夜间气温低至零下二十几度，寒风呼啸，天寒地冻，为尽快恢复通信，抢修队员们不畏严寒，在 光线昏暗的恶劣环境下连夜奋战，手脚冻僵也仍不停歇。经过连续数小时的作业，两处48芯光缆终于在 当晚21时许全部熔接完毕，所有受阻业务恢复正常。 这条冬日里的"安心线"，输送的不仅是信号，更是寒冷中的温暖与期盼，它一端连着客户的生产运营命 脉，一端系着周边居民的"云端"生活。线通了，用户的心就稳了。 近日，内蒙古遭遇新一轮强冷空气，多地气温断崖式下跌，为通信网络稳定运行带来严峻挑战。天虽 寒、路虽远，但联通人毅然迎风战雪、坚守一线，默默守护广大用户用网体验。 周密部署保畅通 为保障城市通信"生命线"稳定运行，呼和浩特联通凭借一系列科学务实的举措做好寒潮天气通信保障。 呼和浩特联通以"防"为先，针对低温易导致线路覆冰、设备故障等问题，各维护队伍对全市范围内的通 信设施及重点区域开展"拉网式"特巡，确保通信网络万无一失。以"抢"为要，建立24小时应急响应机 制，备足应急物资 ...