Group 1 - The Ministry of Industry and Information Technology (MIIT) has issued satellite mobile communication business licenses to China Mobile, following China Telecom and China Unicom, enabling them to conduct satellite direct connection services and enhance applications in emergency communication, maritime communication, and remote area communication [1][2] - The MIIT aims to optimize market access for satellite communication and strengthen regulatory oversight to promote high-quality development of the satellite communication industry, supporting the construction of a strong network, aerospace, and digital China [1][3] - China Telecom launched satellite direct connection services globally in September 2023, collaborating with major brands to introduce approximately 30 terminal devices supporting this feature by April 2025 [2][3] Group 2 - The MIIT's guidelines encourage telecom operators to explore the potential of high-orbit satellites like Tiantong and Beidou, promoting the direct connection of mobile devices to satellites and expanding high-speed data services based on low-orbit satellite internet [3][4] - China has established two major autonomous high-orbit satellite systems, Tiantong and Beidou, which theoretically can achieve global coverage with just three satellites, although the return on investment is long [4] - The development of low-orbit satellite constellations is expected to enhance overall service capabilities and expand coverage, creating a synergistic effect with high and medium-orbit satellites [4]

Core Points - The Ministry of Industry and Information Technology of China has granted satellite mobile communication business licenses to major telecom operators, including China Mobile, China Telecom, and China Unicom, allowing them to conduct satellite direct connection services [1] - China Mobile is the second telecom operator to receive this license in September, following China Unicom, which launched its satellite direct connection service shortly after receiving the license [1] - China Telecom was the first among the three operators to launch satellite direct connection services, having already developed this business for some time [1] Company Developments - China Telecom held a launch event for its satellite direct connection service in Hong Kong on May 8, leveraging the Tiantong satellite system [2] - On May 16, China Telecom announced the international expansion of its satellite services through a partnership with ETL in Laos [2] - In the first half of the year, China Telecom's satellite business revenue increased by 20.5% year-on-year [2]

9月29日，工业和信息化部官方微信"工信微报"发布消息，按照《关于优化业务准入促进卫星通信产业发展的指导意见》有关部署，工业和信息化部近日向 中国移动通信集团有限公司（以下简称中国移动）颁发卫星移动通信业务经营许可。目前，继中国电信之后，中国移动、中国联通两家基础电信企业也已获 得卫星移动通信业务经营资质，可依法开展手机直连卫星等业务，深化应急通信、海事通信、偏远地区通信等场景应用，丰富通信服务与产品供给。 中国电信的手机直连卫星业务早在2023年9月就已启动，成为全球范围内首个推出大众智能手机直连卫星的通信运营商。 中国电信的手机直连卫星业务已经迈向全球。5月8日，中国电信在中国香港举办手机直连卫星业务落地发布会，正式宣布以天通卫星系统为依托的手机直连 卫星业务落地中国香港；5月16日，中国电信与老挝通信有限公司ETL在老挝共同举办天通-手机直连卫星业务发布会，正式宣告天通卫星走出国门，天通手 机直连卫星业务落地老挝。 2025年半年度报告显示，目前中国电信手机直连卫星业务在老挝正式落地商用，服务扩大至东南亚国家。今年上半年，中国电信卫星业务收入同比增长 20.5%。 下一步，工业和信息化部将深入贯彻落实党 ...

工信部向中国移动通信集团有限公司（中国移动）颁发卫星移动通信业务经营许可。目前，继中国电信之后，中国移动、中国联通两家基础电信企业也已获得卫星移动通信业务经营资质，可依法开展手机直连卫星等业务，深化应急通信、海事通信、偏远地区通信等场景应用，丰富通信服务与产品供给。外汇交易员 (@myfxtrader):工信部向中国联通颁发卫星移动通信业务经营许可。中国联通可依法开展手机直连卫星等业务，深化应急通信、海事通信、偏远地区通信等场景应用，丰富通信服务与产品供给。#行情 中国联通股价一度拉升4%。 https://t.co/lyBGUVKzrM ...

中央纪委国家监委网站9月29日通报，据中央纪委国家监委驻中国联通纪检监察组、河北省纪委监委消 息：云南联通新通信有限公司总经理伍昭祥涉嫌严重违纪违法，目前正接受中央纪委国家监委驻中国联 通纪检监察组纪律审查和河北省监委监察调查。 ...

Core Viewpoint - Shandong Unicom has appointed basketball legend Gong Xiaobin as the ambassador for its "Buy Phones at Unicom" campaign, aiming to enhance the user experience with reliable and affordable mobile products and services [2][4]. Group 1: Appointment and Role - Gong Xiaobin, a well-respected figure in Shandong and a basketball hall of fame member, will promote Shandong Unicom's offerings, aligning with the company's values of service and customer-first approach [2][4]. - The partnership reflects a shared commitment to serving the local community and emphasizes the importance of quality and affordability in consumer choices [4]. Group 2: Product and Service Offering - Shandong Unicom emphasizes a wide range of mobile products, competitive pricing, and flexible contract plans that combine device purchases with communication packages, providing significant discounts and reliable after-sales service [4]. - The company aims to establish a strong consumer perception of "Buy Phones at Unicom" as a trustworthy choice for mobile purchases, focusing on official products, complete models, and worry-free after-sales support [4][5]. Group 3: Future Strategy - Shandong Unicom plans to enhance the overall service experience through a dual approach of "premium terminals" and "discount contracts," facilitating a new value-driven communication consumption experience for users in Shandong [5].

三江源是国家生态安全屏障和"中华水塔"，孕育着长江、黄河、澜沧江三大河流。这里不仅是国家重要 的生态保护区，也是维护全国水源涵养与生态平衡的关键区域。近年来，随着"东数西算"工程的推进， 三江源凭借丰富的新能源资源与广阔的土地空间，成为绿色算力布局的重要节点。清洁能源在此不仅关 乎生态修复与保护，更关乎国家战略实施与能源结构转型。 走进天合光能/中国联通三江源绿电智算融合智能微电网示范项目现场，一排排光伏组件有序铺设，储 能系统稳定运转，源源不断的绿色电力被送入算力中心，驱动高性能计算稳定运行。与以往火电、水电 支撑不同，这里构建"源-网-荷-储-算"五维协同智能微电网系统，实现100%清洁能源自给，为高海拔地 区零碳算力工程打造样板。 实现100%绿色供电 算力中心作为数字经济的核心基础设施，历来是能源消耗大户。天合光能集中式解决方案华北区域总经 理王大威告诉《中国能源报》记者："算力中心需要24小时高可靠供电，按照目前青海联通已投产的 5000匹算力规模计算，年用电量高达1.5亿千瓦时，主要通过购买火电和水电进行供电，每度电的平均 成本0.42元，且碳排放压力巨大。" 王大威补充说："我们自主研发的EMS ...

近年来，东营联通积极融入国家网络安全工作大局，将履行网络安全国家队使命与服务地方数字化发展紧密结合，积累了丰富的实战经验。截至目前，已 成功为全市50余家关键单位提供网络安全等级保护测评等服务，帮助各单位精准识别系统与国家安全标准间的差距，并针对"安全体检结果"，为测评单位 提供整改建议与方案，完善数据加密机制，有效防范数据泄露、勒索软件、网页篡改等安全风险，切实提升区域整体防护能力，赢得了客户的信任和好 评，进一步夯实了"安全可信"的央企品牌形象。 网络安全需久久为功。东营联通将持续深化政企协同，常态化开展安全知识普及，强化技术能力，完善监测预警体系，为东营市数字经济高质量发展构筑 坚实可靠的安全防线。(大众新闻记者王明华通讯员刘晓彬) 9月17日，在东营市国家网络安全宣传周电信日主题活动中，东营联通作为唯一受邀的通信运营商，以实际行动展现央企责任，为数字东营筑牢安全防 线。 在活动现场，中国联通（600050）网络安全专家为市国资委下属五大集团的51家二级单位开展"网络和数据安全意识培训"。培训聚焦国家最新法规政策解 读，强化底线思维；分析主流网络安全风险模型，结合典型案例剖析主流安全风险与防范策略，提升 ...

Investment Rating - Industry rating: Recommended [4] Core Insights - The report emphasizes the potential growth of the Beidou satellite navigation system and its applications in various sectors, including telecommunications, smart grid, and emergency response, indicating a multi-faceted development landscape [1][6] - The report highlights the increasing focus on domestic AI computing power, driven by significant growth in companies like Alibaba Cloud and Huawei, suggesting a robust acceleration in the scale and application of domestic AI computing [2][11] - The telecommunications operators are positioned to leverage their natural advantages in network operations and customer integration to promote satellite technology penetration, with a stable profit outlook supported by AI empowerment and cost reduction [8][9] Summary by Sections Beidou and Satellite Applications - The Beidou system is expected to upgrade significantly, with a projected annual growth rate of over 3% in applications, leading to an estimated 420 million new devices by 2028 [6] - The report notes that the telecommunications operators are crucial in expanding satellite applications, with traditional mobile business revenues under pressure but new opportunities arising from AI and satellite communications [7][8] AI Computing Power - The report recommends focusing on domestic AI computing power, with key beneficiaries including Cambrian, Moer Thread, and SMIC, as the industry anticipates accelerated growth in AI applications [2][11] - The demand for optical modules and components is expected to rise due to AI computing needs, with companies like LightSpeed Technology and Huagong Technology positioned to benefit [12][13] Telecommunications Sector - The report identifies telecommunications operators as key players in the AI and computing infrastructure space, with a focus on cloud and smart upgrades, benefiting from the "East Data West Computing" strategy [9][18] - The report suggests that the telecommunications sector is at a turning point, with traditional revenue streams under pressure but new growth areas emerging in satellite and IoT applications [8][18] Edge Computing and Security - The edge computing sector is anticipated to see renewed growth opportunities, with companies like Wangsu Technology and Yuke Technology highlighted as beneficiaries [20][21] - The report also emphasizes the importance of information security, recommending companies like Unisplendour and Qihoo 360 as key players in this space [21]

近日，工业和信息化部印发《关于优化业务准入促进卫星通信产业发展的指导意见》（以下简称《指导 意见》），明确到2030年，卫星通信管理制度及政策法规进一步完善，各类经营主体创新活力充分迸 发，基础设施、产业供给、技术标准、国际合作等综合发展水平显著提升，手机直连卫星等新模式新业 态规模应用，发展卫星通信用户超千万，推动卫星通信充分融入新发展格局，有力服务经济社会高质量 发展。 《指导意见》发布不久，工信部向中国联合网络通信集团有限公司（以下简称"中国联通"）颁发了卫星 移动通信业务经营许可证。这是工信部按照《指导意见》及时优化卫星通信市场准入，促进我国卫星通 信产业高质量发展的举措之一。 目前，我国华为Mate60系列、小米15 Ultra等多款机型已支持直连卫星功能。今年夏季北京暴雨"断 联"期间，？中国移动通信集团有限公司（以下简称"中国移动"）为用户提供免费北斗短信服务，无信 号时仍可发送定位求助信息。此前，中国电信集团有限公司已获得卫星移动通信业务牌照，并于2023年 9月首发手机直连卫星服务。 据悉，中国联通近日获得卫星移动通信业务经营许可后，可依法开展手机直连卫星等业务，深化应急通 信、海事通信、偏 ...