来源：环球网 2025年9月10日至11日，由香港特别行政区政府及香港贸易发展局共同主办的第十届"一带一路"高峰论 坛在香港隆重举行。本届峰会以"合作求变 共建未来"为主题，吸引了来自90多个共建国家和地区的政 商界代表、百余个代表团及超6000名嘉宾参会，共探数字经济时代下的全球合作新机遇。 作为论坛白金合作伙伴，中国联通以"一带一路 向实同行"为主题参展，通过沉浸式、场景化展示，全 面呈现其在数实融合、行业数字化解决方案及国际化服务能力的创新成果，彰显以数字技术驱动"一带 一路"高质量发展的坚定决心。中国联通展区聚焦金融、制造、能源、仓储、医疗等重点领域，依托5G 专网、国际云联网、大数据赋能及物联网全球连接等核心技术，构建起支持中国企业出海与国际企业融 入中国市场的"双向赋能"新体系，打造出"数字丝绸之路"的实践标杆。 在开放论坛环节，中国联通国际产品与解决方案负责人林彬彬先生发表题为《香江潮涌 联通四海 共建 数智化发展新丝路》的主题演讲。他指出，中国香港作为"超级联系人"和"超级增值人"，在推进"一带 一路"发展方面拥有独特优势。他在演讲中重点分享了中国联通通过"联接、计算、应用、安全"一体化 一站 ...

来源：环球网 据北京电信官方介绍，为给用户提供便捷、顺畅的办理体验，营业厅工作人员将全程协助用户办理 eSIM功能开通手续，用户在现场即可完成办理并启用该服务。考虑到部分用户后续可能存在终端更换 需求，北京电信特别推出配套服务：用户启用eSIM后，若需更换为非eSIM终端，可向北京电信申请恢 复实体SIM卡服务，充分保障用户使用灵活性。目前，北京电信所有线下营业厅均已开放eSIM办理渠 道，暂不支持线上办理，有需求的用户可前往就近线下营业厅办理。 【环球网科技综合报道】9月11日消息，北京电信近日通过官方小红书账号发布重要信息，宣布已具备 eSIM开通能力，将于9月19日苹果iPhone Air正式开售时，同步上线eSIM服务体验。此次推出的eSIM服 务，套餐资费与相关权益保持不变，确保用户在享受新服务的同时，权益不受影响。 针对iPhone Air是否支持中国电信eSIM服务这一用户关切问题，中国电信此前回应媒体询问时表示，中 国电信eSIM手机业务已完成全面准备工作，预计在近期获得工业和信息化部商用试验正式批复后，将 迅速向用户开放eSIM手机业务办理服务，服务范围将涵盖iPhone 17等机型，具体开 ...

南财金融终端数据显示，昨日（9月10日，下同）上证综指日内上涨0.13%，收于3812.22点，最高3827.0点；深证成指日内上涨0.38%，收于12557.68点，最 高12621.19点；创业板指日内上涨1.27%，收于2904.27点，最高2926.16点。 昨日龙虎榜营业部净买入额前10详情见下表： | 证券代码 | 证券简称 | 龙虎榜净买入额(万元) | | --- | --- | --- | | 002131.SZ | 利欧股份 | 41166.67 | | 300139.SZ | 晓程科技 | 24162.92 | | 002812.SZ | 恩捷股份 | 23634.58 | | 688388.SH | 嘉元科技 | 17284.15 | | 002115.SZ | 三维通信 | 12673.24 | | 002759.SZ | 天际股份 | 9445.19 | | 002384.SZ | 东山精密 | 9044.33 | | 300651.SZ | 金陵体育 | 8667.5 | | 603119.SH | 浙江荣泰 | 7101.86 | | 301575.SZ | 艾芬达 | 703 ...

Market Overview - On September 10, the A-share market experienced fluctuations with the three major indices rebounding after an initial drop, closing with the Shanghai Composite Index up 0.13%, the Shenzhen Component Index up 0.38%, and the ChiNext Index up 1.27. The total trading volume in the Shanghai and Shenzhen markets was 1.98 trillion yuan, a decrease of 140.4 billion yuan from the previous trading day [2][3] - The market saw rapid rotation of hotspots, with the number of rising and falling stocks being roughly equal. Sectors such as oil and gas, film and television, and computing hardware led the gains, while battery, non-ferrous metals, and wind power sectors saw declines [2] Overnight US Market - On September 10, US stock indices showed mixed results, with the S&P 500 and Nasdaq indices reaching new highs. The S&P 500 rose by 0.3%, while the Dow Jones fell by 0.48%. Oracle's stock surged over 36% due to projected cloud infrastructure revenue growth of 77% to 18 billion dollars for the fiscal year 2026. Major tech stocks like Amazon and Apple dropped over 3% [4][5] - In Europe, the FTSE 100 index closed at 9225.39 points, down 0.19%, while the CAC 40 index in France rose by 0.15% to 7761.32 points. The DAX index in Germany fell by 0.36% to 23632.95 points [4][5] Commodity Prices - International oil prices increased on September 10, with WTI crude oil futures for October rising by 1.04 dollars to 63.67 dollars per barrel, a gain of 1.66%. Brent crude oil for November delivery rose by 1.10 dollars to 67.49 dollars per barrel, also a 1.66% increase [4][5] Key Policy Updates - The National Development and Reform Commission emphasized the need to continuously release domestic demand potential and promote deep integration of technological and industrial innovation. The report highlighted that the economy has shown signs of recovery and high-quality development in the first half of the year [6] - The Ministry of Finance reported that fiscal policies have become more proactive, aiming to support employment and foreign trade while fostering new growth drivers and improving people's livelihoods [7] Industry Insights - The film and television sector is expected to stabilize in Q3 after a decline in Q2, with attention on upcoming film releases during the National Day holiday [14] - The satellite communication industry is transitioning towards a combination of communication, computing, and data services, which is expected to support the long-term development of integrated networks [15] Company Announcements - Cambrian Technology will hold a semi-annual performance briefing on September 18, while BYD's senior management has collectively increased their holdings in the company by 52.33 million yuan [16]

"此次主题展设计了极具特色的双重叙事线：一是跨越30年的'时间对比'。十大体验区与'三十年前的北 京'老照片对比呼应，从'书信慢递'到'万物互联'，从'现金交易'到'刷脸支付'，直观展现日新月异的信息 通信技术如何改写生活方式。二是国际友人的'第一视角'。主题展邀请国际友人担任讲解员，以第一视 角讲述在中国入关出关、衣食住行、工作娱乐的全流程体验，用'外来者'的真实感受，凸显中国5G服务 的'全球化适配能力'。"上述负责人说，此次主题展以互动体验为核心，打造了涵盖"出入境服务—交通 出行—学习工作—家居生活"的全链条场景，配合"带任务"闯关打卡模式、AI+人形机器人导览，让体验 更具参与感。 （文章来源：科技日报） 2025年服贸会于9月10日至14日在北京首钢园举办。由北京市通信管理局指导，首都会展集团承办 的"5G智联全球·京彩畅行服务"信息通信主题展，在2025年服贸会上为中外观众带来全方位、沉浸式的 5G应用服务体验。该主题展充分展示了中国5G商用以来，5G网络建设、技术创新、融合应用服务等领 域取得的显著成效。中国电信、中国移动、中国联通、中国铁塔等世界500强和行业领军企业在现场展 示了最新成果。 ...

商报讯（记者 叶晓珺）令"果粉"雀跃的最薄iPhone千呼万唤终于来了。9月10日凌晨的苹果秋季发布会 上，支持双eSIM的iPhone Air作为迄今最薄iPhone最新发布，苹果官方称在中国"仅部分运营商支持 eSIM"，且特别提及"eSIM得到全球超过500家运营商的支持，包括中国联通（600050）"，此举也证实 了"中国联通为iPhone新机eSIM提供业务支撑"的传言。 此外，eSIM成为此次发布会一大亮点，使得A股产业链厂商迎来爆发机遇，eSIM业务已为相关公司带 来利润。从产业链看，eSIM生态已初步成熟。据悉，上游涵盖eSIM芯片、模组与平台服务企业，中游 以三大运营商为主导，下游则延伸至智能手机、物联网设备等终端制造商。 无需卡槽，新iPhone力推eSIM 其中引起众多瞩目的是被称为苹果"史上最薄"手机的iPhone Air。据介绍，iPhone Air薄至5.6毫米，重量 165克，该手机首次在全球范围内取消了物理SIM卡槽，全面采用了eSIM技术，实现了通信技术的变 革。该手机还内置了苹果自研的C1X调制解调器和N1芯片。 苹果中国官网显示，iPhone Air仅可通过eSIM激活。 ...

Core Viewpoint - The launch of the iPhone Air, featuring eSIM technology, is expected to stimulate demand for new mobile devices and potentially trigger a wave of upgrades in the smartphone market [4][6]. Group 1: eSIM Technology Overview - eSIM, or embedded SIM, is a new generation SIM card standard that allows for remote configuration and management of mobile networks without the need for a physical SIM card slot [4]. - The introduction of eSIM in the iPhone Air is seen as a significant move that could lead to increased adoption of eSIM technology across the industry [4][5]. Group 2: Market Impact and Industry Response - The iPhone Air's adoption of eSIM technology is anticipated to drive domestic smartphone manufacturers to follow suit, potentially leading to a new wave of smartphone upgrades [4]. - Industry experts express caution, noting that the complexity of eSIM activation compared to traditional SIM cards may affect user acceptance [4][5]. Group 3: Current State of eSIM in China - Currently, China Unicom is the only supported operator for iPhone eSIM in mainland China, while China Mobile and China Telecom are preparing to launch their eSIM services [2][3]. - The domestic eSIM ecosystem has developed a complete supply chain, covering chips, modules, platforms, and operators, and is applicable in various sectors including consumer electronics and IoT [4][5]. Group 4: Company Developments in eSIM - Unisoc Microelectronics is a leading player in the domestic eSIM market, with solutions already in commercial use across multiple countries and supporting over 400 operators [6]. - Hengbao Co., Ltd. has reported that its eSIM technology covers consumer electronics and IoT devices, aligning with global eSIM standards [6]. - Chutianlong Co., Ltd. is enhancing its eSIM product line and service capabilities to expand its domestic and international business [7].

【#三大运营商eSIM手机业务最新进展#：电信已全面准备就绪，移动开放服务后将通知】9月10日凌晨 举行的苹果秋季发布会，最大亮点无疑iPhone Air，这款机器是苹果有史以来最轻薄的一款iPhone，并 且采用双eSIM卡设计。苹果也在中国官网强调该机型仅提供eSIM选项，并且提到了中国联通的支持。 这也意味着，中国联通将借助苹果iPhone Air开启eSIM卡业务。智通财经记者拨打中国联通客服，相关 人士表示，eSIM卡业务目前已经在智能手表、平板电脑等产品上商用，针对手机eSIM业务，公司口径 是在条件具备下启用手机eSIM商用试验。 另据智通财经记者了解，中国移动也提交了eSIM申请，若获得工信部批准后也将会对外提供服务。中 国移动有关人士指出，中国移动已支持eSIM手机业务办理，开放服务后将另行告知。 eSIM即嵌入式SIM（embedded SIM）的缩写。顾名思义，与传统可插拔的SIM卡不同， eSIM的概念就 是将传统SIM卡直接嵌入到设备芯片上，无需再插入物理SIM卡。虽然eSIM看不见摸不着，却一身都是 本领，能打电话、发短信和发定位。此外，eSIM可直接与终端交互，通过App或者云端 ...

Investment Rating - The report maintains a "Recommended" rating for the satellite communication industry [3]. Core Insights - The satellite communication sector is evolving from traditional voice and emergency connections to a composite infrastructure upgrade that integrates "communication + computing power + data" [6]. - The approval of mobile satellite communication licenses for major telecom operators like China Unicom accelerates the formation of the satellite communication landscape, enhancing service offerings in emergency, maritime, and remote area communications [5][6]. - The industry is expected to see significant market expansion, with both To C and To B models driving satellite applications [6]. Summary by Sections Industry Overview - The satellite industry encompasses manufacturing, launching, operational services, and ground equipment, forming a complete closed loop from spacecraft development to commercialization [5]. - According to SIA statistics, in 2024, the global revenue distribution for satellite industry segments is as follows: 3.2% for launching, 6.8% for manufacturing, 37.0% for operational services, and 53.0% for ground equipment manufacturing, indicating a shift towards downstream applications and terminal segments [5]. Business Models - The report identifies three main business directions for satellite operations: 1. Space computing power leasing services, acting as a "space data center" to provide edge computing capabilities [2]. 2. Space communication and the "Star Cable Plan," which aims to create a low-latency, high-security cross-domain transmission network [2]. 3. Monetization of intelligent data assets through applications in various industries, forming a "Data as a Service (DaaS)" model [2]. Investment Recommendations - The report suggests focusing on companies such as Putian Technology, Tongyu Communication, Zhenyou Technology, Jinxinno, Zongheng Communication, Zhenxin Technology, Shanghai Hantong, and Shunhao Co., Ltd. as potential investment opportunities in the satellite communication sector [6].

行业点评报告 · 通信行业 足星移动通信牌照,卫星通信进程加速 2025 年 09 月 10 日 核心观点 除了面向大众的 To C 直连服务外,卫星运营还包括 To B 模式,即以太空算 力和"星缆计划"为代表的企业级专属服务,更侧重算力调度与数据传输等高 附加值需求。以之江实验室的三体计算星座为例,我们将其商业模式总结为三 大方向:1) 太空算力租赁服务:算力星座可作为"太空数据中心",通过星 间激光链路快速接入,为其他应用卫星提供边缘计算能力,实现太空数据"就 近处理",解决应用卫星"有星无算"的长期痛点。2)太空通信与星缆计划: 通过专属地面站与星间链路,构建"太空光纤"通道,形成低时延、高安全性 的跨域传输网络。该模式类比地面政企专线,面向云计算厂商、大型互联网等 客户,帮助其实现跨境数据传输、算力调度。其核心优势在于低延迟(星间激 光通信的传输路径更接近直线,数据传输速度更快）、安全性(规避跨境地区 安全风险）、以及经济性(使东部高需求地区能够实时调用西部低电价算力资 源),有效补足地面骨干网的短板。 3)智能数据资产变现:可将收集积累的 数据应用于农业、气象、能源、城市治理、低空积极等行业,形成 ...