本文源自：金融界AI电报 港股智能驾驶板块盘初走强，百度(09888.HK)涨超2%，浙江世宝(01057.HK)、中国联通(00762.HK)、广 汽集团(02238.HK)等个股跟涨。《广东省加快数字社会高质量建设实施意见》提出，拓展无人驾驶公共 交通运营区域，扩大智能网联汽车道路测试与示范应用范围，鼓励导航、网约车、智慧停车等数字交通 服务平台提供智慧融合交通服务。 ...

资料显示，中国联合网络通信股份有限公司位于北京市西城区金融大街21号，成立日期2001年12月31 日，上市日期2002年10月9日。公司主营业务包括宽带及移动数据服务、数据及其他互联网应用、销售 通信产品和增值服务等。 2月3日，中国联通（600050）盘后的减持公告，让本就因税率调整而备受关注的电信行业再添了一层讨 论。 中国联通公告，股东中国国有企业结构调整基金股份有限公司（简称"结构调整基金"）减持计划已完 成，2025年11月3日至2026年2月3日通过集中竞价减持3.13亿股、大宗交易减持2389.87万股，合计减持 3.37亿股，占总股本1.0764%，减持价格区间4.8～5.53元/股，成交金额17.82亿元，当前持股15.63亿 股，占总股本5.00%。 公告显示，作为公司重要战略股东，结构调整基金与中国联通在公司治理、业务发展、子企业改革等领 域深化合作，取得丰硕成果。本次减持是结构调整基金正常的股权安排，旨在促进国有资本结构优化并 满足自身发展需求，不会导致公司控制权发生变更。 业绩方面，2025年前三季度，中国联通营业收入为2929.85亿元，同比增长0.99%；归母净利润为87.72 ...

Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) announced the incentive income for executives of central enterprises for the 2022-2024 term, with a total of 87 enterprises disclosing their incentive income figures. Group 1: Incentive Income Overview - The total incentive income for central enterprise executives consists of annual salary and term incentive income, with the latter being distributed every three years [1]. - Notable figures include: - Jiao Houliang, Chairman of China National Petroleum Corporation, with an incentive income of 86.21 million RMB for the 2022-2024 term [1]. - Ma Yongsheng, Chairman of Sinopec, with an incentive income of 84.81 million RMB [3]. - Wang Dongjin, Chairman of China National Offshore Oil Corporation, with an incentive income of 86.06 million RMB [4]. Group 2: Specific Executive Incentive Income - Zhang Wei, Chairman of the National Oil and Gas Pipeline Group, has an incentive income of 78.17 million RMB [6]. - Meng Zhenping, Chairman of China Southern Power Grid, has an incentive income of 83.54 million RMB [8]. - Temperature of incentive income varies across different enterprises, with some executives like Liu Mingsheng from China Power Investment Corporation receiving 26.02 million RMB for the 2022-2024 term [13]. Group 3: Additional Notable Executives - Chen Zhongyue, Chairman of China Unicom, has an incentive income of 80.49 million RMB [17]. - Xu Peng, from China First Automobile Group, has an incentive income of 82.54 million RMB [23]. - Wang Xianming, Chairman of China Resources Group, has an incentive income of 82.44 million RMB [54].

Core Viewpoint - The recent rumors regarding the increase of value-added tax (VAT) on internet value-added services stem from a misunderstanding of new tax regulations, which only affect basic telecommunications services and do not extend to other internet companies like Tencent [2][3] Group 1: Tax Regulation Changes - Starting from 2026, the VAT rate for basic telecommunications services, such as internet broadband access provided by companies like China Mobile, China Unicom, and China Telecom, will increase from 6% to 9% [2] - The adjustment is a targeted policy and does not apply to other types of enterprises, clarifying the boundaries of the new tax regulations [2] Group 2: Misinterpretation of Tax Applicability - The erroneous extrapolation of the tax adjustment to internet platform companies like Tencent has led to the misconception of an "internet value-added service tax increase" [2] - Tencent's primary business activities, including online gaming, social platform operations, cloud services, and digital content distribution, fall under the categories of value-added telecommunications services or sales of intangible assets, which remain subject to the 6% VAT rate without any increase [2][3] Group 3: VAT Structure Stability - The statutory VAT rates in China remain at three levels: 13%, 9%, and 6%, with the applicable objects and policy framework remaining stable and unchanged [4]

Group 1: Shareholder Reductions - Shangle Electronics' actual controller plans to reduce holdings by no more than 3% [1] - Yilian Technology's shareholder Changjiang Chenda intends to reduce holdings by no more than 2% [1] - Fuhuan Micro's actual controller's concerted actor plans to reduce holdings by no more than 1.93% [1] - Xueda Education's shareholder Nanjing Xingnaheyuan intends to reduce holdings by no more than 0.5% [1] - Maipu Medical's shareholder Tang Ying plans to reduce holdings by no more than 1.2541% [1] - Gaohua Technology's shareholder Huang Biao intends to reduce holdings by no more than 1.8 million shares [1] - Jindan Technology's shareholder Shouzhong Education plans to reduce holdings by no more than 3% [1] - Changjiang Communication's shareholders Wuhan Jinkong, New Energy Industry, and Wuhan Changfa plan to collectively reduce holdings by no more than 1% [1] - Jingce Electronics' shareholder Chen Kai intends to reduce holdings by no more than 1.79% [1] - Wuxi Zhenhua's shareholders Wuxi Junrui and its concerted actors plan to collectively reduce holdings by no more than 3% [1] - China Unicom's structural adjustment fund has cumulatively reduced holdings by 1.0764% [1] - Luxin Investment's controlling shareholder Luxin Group has reduced holdings by 1% [1] Group 2: Other Corporate Actions - Naipu Mining has terminated the subscription for equity in Swiss Veritas Resources AG [1] - Jiangyan Group's Ningbo Longji plans to reduce holdings by no more than 3% [1]

证券代码：600050 证券简称：中国联通 公告编号：2026-009 中国联合网络通信股份有限公司 股东减持股份结果公告 本公司董事会、全体董事及相关股东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： ● 大股东持股的基本情况 本次减持计划实施前，中国国有企业结构调整基金股份有限公司（以下简称"结构调整基金"）持有中国 联合网络通信股份有限公司（以下简称"中国联通""公司"或"本公司"）股份1,899,764,201股，占公司总 股本比例6.08%，股份来源为协议转让方式受让公司控股股东中国联合网络通信集团有限公司所持公司 股份1,899,764,201股。 ● 减持计划的实施结果情况 公司于2025年10月11日披露了《股东减持股份计划公告》（公告编号：2025-047），结构调整基金计划 在自该公告披露之日起十五个交易日后的三个月内，以集中竞价交易、大宗交易方式减持本公司股份不 超过375,173,104股（占本公司总股本比例不超过1.20%）。 公司收到结构调整基金的通知，截至2026年2月3日，结构调整基金本次减持计划已实 ...

2月3日，中国联通跌0.41%，成交额12.31亿元，换手率0.83%，总市值1503.82亿元。 来源：新浪证券-红岸工作室 异动分析 央企国企改革+国资云+5G+智能家居 1、公司最终控制人为国务院国有资产监督管理委员会 2、2022年11月11日公告：公司在新时代下的新价值加快显现。聚焦重点区域，提升算力服务质量和利 用效率，持续丰富云产品品类，联通云加速发展，实现收入人民币 268.7亿元，同比提升 142%；IDC 实现收入人民币 186.1 亿元，同比提升 12.9%。发挥数据治理和数据安全长板优势，建设产品体系，深 耕数字政府、数字金融等重点领域，大数据实现收入人民币27.7 亿元。 3、根据2025年3月19日公告：2024年5月17日，中国联通与中国移动、中国电信、中国广电四大电信运 营商联合启动5G异网漫游商用推广，进一步扩大5G网络共享范围，减少重复投资。当用户到达手机号 所属运营商没有5G网络覆盖的地区时，例如一些边远地区，能够自动接入其他运营商的5G网络。整体 过程不换卡、不换号、无额外费用，有效提升5G网络整体效能和客户服务感知。 4、2015年3月18日，中国联通在北京召开"智慧 ...

Buybacks and Shareholder Actions - Guizhou Moutai has repurchased a total of 416,900 shares, accounting for 0.0333% of its total share capital, with a total payment of 571 million yuan [1] - Contemporary Amperex Technology Co., Ltd. has repurchased 15,990,800 shares, representing 0.3628% of its total A-share capital, with a total transaction amount of 4.386 billion yuan [2] - SF Holding has repurchased 5,095,850 shares, which is 1.01% of its total share capital, with a total amount of approximately 2 billion yuan [10] - Wireless Media has seen its major shareholders reduce their stakes, with Wensheng Fund and its concerted parties reducing 4% of the total share capital [12] Corporate Actions and Financial Updates - Tai Ling Microelectronics announced that its second-largest shareholder, the National Integrated Circuit Industry Investment Fund, has reduced its stake from 6.95% to 5.97% by selling 2,321,300 shares [3] - Nape Mining has terminated its investment in Swiss Veritas Resources AG due to changes in delivery conditions, with no breach of contract [4] - Huangshan Tourism plans to invest approximately 530 million yuan in the construction of a hotel project, with a total building area of 79,178.15 square meters [8][9] - *ST Jinling's restructuring plan has been approved by the court, allowing the company to enter the execution phase of the plan [7] Performance and Sales - Country Garden reported a contract sales amount of approximately 2.21 billion yuan for January 2026, with a sales area of about 280,000 square meters [11] - Industrial Fulian has accumulated a total buyback fund of 247 million yuan as of January 31, 2026 [17] - Yutong Bus produced 2,167 vehicles in January 2026, a decrease of 15.35% year-on-year [17]

格隆汇2月3日丨中国联通(600050.SH)公布，公司收到结构调整基金的通知，截至2026年2月3日，结构 调整基金本次减持计划已实施完毕。结构调整基金已通过集中竞价方式累计减持公司股份3.13亿股，占 公司总股本的1.0000%；通过大宗交易方式累计减持公司股份2389.87万股，占公司总股本的0.0764%； 合计减持公司股份3.37亿股，占本公司总股本比例1.0764%。本次减持计划实施完毕后，结构调整基金 当前持有公司股份比例为5.00%。 ...

（记者 曾健辉） 每经AI快讯，中国联通2月3日晚间发布公告称，公司收到结构调整基金的通知，截至2026 年2 月3 日， 结构调整基金本次减持计划已实施完毕。结构调整基金已通过集中竞价方式累计减持公司股份约3.13亿 股，占公司总股本的1%；通过大宗交易方式累计减持公司股份约2390万股，占公司总股本的0.0764%； 合计减持公司股份约3.37亿股，占公司总股本比例为1.0764%。 每经头条（nbdtoutiao）——特朗普的"完美人选"颠覆美联储？解码凯文·沃什的"新政构想"：左手放水 右手抽水，要靠AI驯服通胀，拒做美债"大买家" ...