新华财经北京10月15日电 （记者高亢、吴慧珺）无卡的eSIM来了，我们要跟手机SIM卡逐步说再见 了。 近日，中国电信、中国移动和中国联通正式获得工信部eSIM手机商用试验批复许可，并在全国上线 eSIM手机办理业务。 智能终端升级。随着技术升级迭代，手机SIM卡尺寸一直在缩小。eSIM技术可以进一步缩小SIM卡槽在 手机等智能终端设备里的占用空间，手机设计将更加轻薄。而且eSIM芯片将直接焊接在主板上，让手 机在防尘、防水、抗震动等方面的能力变得更强。 使用更加便利。下一步，用户有望在无需实体卡的情况下进行开卡、换号等操作，显著简化业务办理流 程；用户未来无需担心SIM卡遗失等问题带来的不便，也不需要到处找卡针；对于跨国出行较多的人， 也不需要频繁换卡…… eSIM落地不仅给消费者带来便利，更带来全产业链的升级契机。 eSIM手机业务试商用的启动，将带动产业链对eSIM加大投入，有望进一步拉动包括手机、平板电脑、 可穿戴终端、车载网联设备等eSIM终端的更新和购买热潮。 未来，凭借远程写卡、使用灵活等特点，eSIM技术将加速延伸至车联网、智慧城市、消费电子等各类 智能场景，为各行各业数字化、智能化升级注入 ...

eSIM被称为嵌入式SIM卡，它将传统的SIM卡功能电子化并直接集成到设备芯片中，无须物理卡槽，用 户可通过远程配置实现运营商切换和管理。 10月13日，中国联通、中国移动和中国电信宣布正式获得开展eSIM手机运营服务商用试验的批复。中 国联通表示，目前已累计适配终端75款（含手机、智能手表、平板电脑等），服务用户规模超过百万。 中国移动称将提供全体系eSIM产品支持，不仅涵盖手机，还会扩展至智能手表、平板电脑、车载设备 等形态。 eSIM手机时代来了。 9月，iPhone Air全球发布后，中国大陆市场因eSIM手机业务商用许可尚未落地等关键条件制约，未能 同步开启发售。 这一局面在10月13日迎来转折。中国移动、中国联通、中国电信三大运营商先后官宣，已正式获得开展 eSIM手机运营服务商用试验的批复。其中，中国电信确认eSIM手机业务在国内31个省区市正式上市销 售。 同日晚间，苹果公司首席执行官蒂姆·库克在直播间中宣布，iPhone Air将于10月17日上午9点在中国大 陆开启预订，并于10月22日正式发售。 国产手机阵营也已迅速布局。10月14日，江苏电信发文称，华为、OPPO等国内厂商也将陆续上市 ...

Core Points - The three major telecom operators in China (China Unicom, China Mobile, China Telecom) have received approval to conduct commercial trials for eSIM mobile services [5] - Apple announced that the iPhone Air model A3518, which supports eSIM, will be available for sale in mainland China starting October 22 [5][18] Group 1: eSIM Overview - eSIM is a digital SIM card that allows users to activate a cellular plan without needing a physical nano-SIM card [7] - Users can have their original physical SIM card number embedded into the eSIM, eliminating the need for a physical card [7] Group 2: Activation Process - To activate eSIM on the iPhone Air, users must visit the telecom operator's physical store, as Apple stores do not handle eSIM activation [9] - Once the original physical SIM card number is written into the eSIM, the original SIM card will no longer be usable unless a new number is written in [9] Group 3: Service Availability - Users can activate eSIM services by visiting the stores with their ID and a compatible device, with no prior online appointment needed [13] - China Mobile will start processing eSIM activations on October 22, while China Unicom requires online appointments, with over 180,000 reservations already made [14] Group 4: Pricing Structure - Currently, there is no clear pricing standard for eSIM services, but activation is reported to be free at the moment [16] - China Unicom offers two types of eSIM services: a dual-device plan for 10 yuan per month and an independent virtual number plan for 20 yuan per month, which includes 100 minutes of calls and 2GB of data [16] Group 5: Supported Devices - The iPhone Air model A3518 is the only model confirmed to support eSIM in the Chinese market [18] - Other devices supported by eSIM include smartwatches, tablets, and in-car devices, with China Mobile providing a comprehensive range of eSIM products [19]

Core Viewpoint - The three major telecom operators in China have launched eSIM mobile services, marking a significant shift from traditional SIM cards to a more versatile eSIM model, enhancing user experience across various devices and scenarios [1][2][3]. Group 1: Telecom Operators' Initiatives - China Mobile has introduced a comprehensive eSIM product line that includes not only mobile phones but also smartwatches, tablets, and in-car devices, promoting seamless connectivity and collaboration across devices [1]. - China Telecom's announcement highlights the transition from physical SIM cards to a "lightweight, multi-modal" eSIM model, aiming to enhance mobile communication services [1][2]. - China Unicom has received approval to conduct commercial trials for eSIM mobile services, which is expected to drive innovation in digital economy and terminal connectivity [2]. Group 2: User Engagement and Market Response - There is a strong user interest in eSIM mobile services, with over 170,000 reservations reported for China Unicom's eSIM mobile service as of the latest update [2]. - The eSIM mobile service offers functionalities equivalent to traditional SIM cards, allowing users to access voice communication, data services, and SMS [2]. Group 3: Future Developments - More eSIM-compatible mobile phones are expected to be launched soon, with China Mobile planning to collaborate with industry partners to introduce devices that support both traditional SIM and eSIM [3]. - Currently, the eSIM mobile service is only available for the iPhone Air (Chinese version), which will be available for pre-order on October 17 and officially released on October 22 [2].

Core Viewpoint - The three major telecom operators in China, China Telecom, China Mobile, and China Unicom, have received approval from the Ministry of Industry and Information Technology to officially launch eSIM mobile services nationwide, marking a significant advancement in mobile connectivity technology [1]. Group 1: eSIM Service Launch - China Telecom has announced that eSIM mobile services are now officially available for sale across the country, allowing consumers to activate eSIM services either in-store or through an app for online appointments [1]. - China Mobile will provide comprehensive support for eSIM products, extending beyond mobile phones to include smartwatches, tablets, and in-car devices, facilitating seamless connectivity across multiple devices and scenarios [1]. Group 2: eSIM Technology Overview - eSIM technology integrates the functionality of a physical SIM card into a built-in chip within the phone, enabling users to download their phone number over the air without the need for a physical SIM card [1]. - eSIM-enabled phones offer the same functionalities as traditional SIM card phones, including voice communication, data access, and SMS services [1].

证券之星消息，10月15日通信服务板块较上一交易日上涨0.04%，平治信息领涨。当日上证指数报收于 3912.21，上涨1.22%。深证成指报收于13118.75，上涨1.73%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 300571 | 平治信息 | 34.65 | 6.26% | 6.87万 | | 2.31亿 | | 603322 | 超讯通信 | 53.13 | 6.09% | 18.02万 | | 9.38 6 | | 000889 | 中嘉博创 | 4.00 | 4.17% | 64.94万 | | 2.56亿 | | 300211 | *ST亿通 | 9.68 | 2.87% | - 3.85万 | | 3684.43万 | | 002115 | 三维通信 | 11.92 | 2.58% | 173.08万 | | 20.52亿 | | 603881 | 数据港 | 33.81 | 2.33% | 27.67万 | | 9.22亿 ...

Core Viewpoint - China Unicom is actively engaging in the integration of blockchain technology with IoT, aiming to enhance trust, security, and operational efficiency in its services [2]. Financial Performance - In 2024, China Unicom reported a revenue of RMB 200.2 billion, reflecting a year-on-year growth of 1.45%, with a net profit of RMB 6.349 billion, up 5.12% [9]. - The company achieved a significant increase in revenue from its cloud services, reaching RMB 26.87 billion, a 142% increase year-on-year, while IDC revenue grew by 12.9% to RMB 18.61 billion [3]. Strategic Initiatives - China Unicom is collaborating with Alibaba, ZTE, and the Ministry of Industry and Information Technology to develop an IoT blockchain framework, which is expected to lower costs and improve operational speed [2]. - The company is focusing on digital transformation by leveraging data services, with over 50% market share in the data service sector for five consecutive years [2]. Product Development - The launch of the "Smart Home" service under the "Smart Wo Family" initiative aims to provide comprehensive communication solutions for households, enhancing service integration [4]. - The company is expanding its 5G services, with a notable increase in the number of customers using 5G virtual private networks, reaching 2,785 [3]. Market Position - As of June 30, 2025, China Unicom had 556,900 shareholders, with a slight decrease of 6.02% from the previous period [9]. - The company has a diversified revenue structure, with broadband and mobile data services accounting for 38.49% and data and other internet applications for 27.48% of total revenue [8].

Core Viewpoint - Morgan Stanley's research report indicates that Chinese telecom companies are expected to have a lackluster performance in Q3, with only a slight year-on-year increase in industry service revenue, reflecting a slowdown compared to Q2 due to potential US-China tariff impacts [1] Industry Summary - The overall performance of Chinese telecom companies in Q3 is projected to be mediocre, with service revenue growth slowing down compared to the previous quarter [1] - The outlook for Q4 appears uncertain, as traditional business segments continue to face deflationary pressures and weak macroeconomic conditions [1] - AI-related business has not yet significantly contributed to new growth momentum within the industry [1] Company Summary - China Mobile's target price remains at HKD 90, maintaining an "Overweight" rating [1] - China Telecom's target price has been lowered from HKD 6.5 to HKD 6, while still holding an "Overweight" rating [1] - China Unicom's target price is maintained at HKD 9.5, with an "Overweight" rating [1] - China Tower's target price remains at HKD 12, also with an "Overweight" rating [1]

Core Insights - The China Central Enterprise Innovation Driven Index increased by 0.18% as of October 15, 2025, with notable stock performances from China Nuclear Engineering (up 8.36%) and Southern Power Technology (up 5.51%) [3] - The Central Enterprise Innovation Driven ETF (515900) rose by 0.25%, with a latest price of 1.59 yuan, and a cumulative increase of 1.66% over the past week [3] - China Unicom has officially received approval to conduct commercial trials for eSIM mobile services [3] - The Ministry of Transport has implemented special port fees for American vessels as a countermeasure to unilateral trade actions by the U.S., aimed at protecting China's shipping industry [3] Market Performance - The Central Enterprise Innovation Driven ETF saw a turnover of 0.36% during trading, with a transaction volume of 12.73 million yuan [3] - Over the past year, the ETF has an average daily transaction volume of 20.67 million yuan, ranking first among comparable funds [3] - The ETF's scale increased by 27.31 million yuan over the past month, placing it in the top quarter of comparable funds [4] Index Composition - The Central Enterprise Innovation Driven Index evaluates the innovation and profitability quality of state-owned enterprises, selecting 100 representative listed companies [4] - As of September 30, 2025, the top ten weighted stocks in the index accounted for 36.04% of the total, including China Shipbuilding, Hikvision, and China United Network Communications [4]

Core Points - The three major telecom operators in China (China Unicom, China Mobile, China Telecom) have received approval to conduct commercial trials for eSIM mobile services, with Apple announcing the release of iPhone Air (which includes eSIM) starting October 22 [1][2] Group 1: What is eSIM? - eSIM is a digital SIM card that allows users to activate a cellular plan without needing a physical nano-SIM card, enabling a more convenient user experience [2] Group 2: Activation of eSIM - To activate eSIM on iPhone Air, users must visit the telecom operator's physical store, as Apple stores do not handle eSIM activation [3] Group 3: How to Apply for eSIM Services - Users can apply for eSIM services by visiting the telecom operator's store with their ID and a compatible device, with no prior online appointment needed [4] - China Mobile will officially start processing eSIM applications on October 22, coinciding with the iPhone Air's release [4] - China Unicom has over 180,000 online reservations for eSIM services as of the report [4] Group 4: eSIM Service Charges - Currently, there are no clear regulations on eSIM service fees, but initial applications for eSIM services are reported to be free [5] - China Unicom offers two types of eSIM services: a dual-device plan for 10 yuan per month and an independent eSIM plan for 20 yuan per month, which includes 100 minutes of calls and 2GB of data [5] Group 5: Supported Devices for eSIM - The iPhone Air model A3518 supports eSIM, and only the domestic version of this model can activate eSIM services [7] - China Mobile supports a wide range of devices for eSIM, including smartwatches and tablets, while China Unicom has adapted 75 different devices for eSIM since 2015 [7]