Core Insights - The partnership between China Unicom and Haiguang Information has evolved from technical adaptation to joint innovation, focusing on creating a "virtualization + cloud-native" dual-engine cloud foundation [3] - The collaboration aims to establish a benchmark for domestic transformation in the telecommunications industry, with Haiguang's processors meeting the high standards for cloud platform capabilities and security [4] - The integrated cloud computing platform developed by both companies achieves hybrid deployment and full-stack domestic integration, enhancing system throughput and network forwarding performance [4] Group 1 - The partnership showcases a deep collaboration in areas such as cloud integration, government cloud construction, and industry digital transformation [1] - Haiguang's processors are designed to address the increasing demands for cloud platform capabilities and security from both internal and external users of China Unicom [4] - The "cloud-network-data-intelligence-edge-end" integrated business matrix constructed by Haiguang provides comprehensive support from cloud to terminal, addressing compatibility and migration cost issues in domestic transformation [5] Group 2 - The collaboration extends to artificial intelligence, with the launch of an intelligent computing machine that integrates Haiguang's chips with Tianyi Cloud's AI applications, enabling rapid deployment and operational efficiency [5] - Haiguang's high-performance and secure characteristics are applied in emerging scenarios such as network visualization and low-altitude economy, ensuring comprehensive coverage from traditional to new business areas [6] - The partnership emphasizes the importance of building a self-controllable computing foundation for the telecommunications industry [6]

Core Viewpoint - The three major telecom operators in China have committed to implementing substantial measures in transparent consumption and package simplification to enhance consumer protection and satisfaction [1]. Group 1: China Mobile - China Mobile has announced ten service commitments, including the requirement for explicit customer consent during the service ordering process and immediate notification via SMS upon completion [2]. - Changes to packages without contractual conditions will be processed within 48 hours [3]. - Users can independently block calls and messages from overseas numbers, and the company provides 24/7 service for unresolved customer service requests through various channels [4]. Group 2: China Telecom - China Telecom has introduced nine regulatory measures, emphasizing that user consent is required before activating telecom services to ensure a more transparent consumption process [5]. - The company will standardize the process for service cancellations and prohibit the sale of unpublicized package products [5]. Group 3: China Unicom - China Unicom plans to significantly simplify the types and numbers of tariff packages, ensuring that the pricing information is clearly categorized and displayed [6]. - Key terms in business agreements will be prominently highlighted to facilitate user understanding of important information [6]. Group 4: Industry Context - The Ministry of Industry and Information Technology launched the "Clear Handling, Safe Use" initiative in April to address common consumer complaints regarding complex packages, unauthorized subscriptions, and unclear charges [7]. - As of the end of May, the total number of mobile phone users among the three major telecom companies and China Broadcasting Network reached 1.807 billion, while fixed broadband internet access users totaled 682 million [7].

Core Viewpoint - The three major telecom operators in China are taking substantial measures to enhance transparent consumption and simplify service packages in response to common consumer pain points such as confusing subscriptions and unsolicited calls from abroad [2][10]. Group 1: China Mobile Initiatives - China Mobile has introduced ten service commitments, including requiring explicit customer consent for service subscriptions and sending notification messages immediately after service completion [3]. - For package changes without contractual conditions, China Mobile will ensure completion within 48 hours, and users can independently block international calls and messages [3][5]. Group 2: China Telecom Measures - China Telecom has launched nine regulatory measures, emphasizing the need for user consent before activating telecom services to make the consumption process more transparent [6]. - The company will standardize the process for unsubscribing from services and prohibit the sale of unpublicized package products [6]. Group 3: China Unicom's Package Simplification - China Unicom plans to significantly reduce the variety and number of service packages, ensuring that pricing information is clearly categorized and displayed [8]. - Key terms in service agreements will be prominently highlighted to facilitate user understanding of important information [8]. Group 4: Consumer Rights Protection - The Vice President and Secretary-General of the China Consumers Association emphasized the need for operators to take responsibility for consumer rights protection and improve service quality to prevent and resolve disputes [10]. - The Ministry of Industry and Information Technology launched the "Clear Handling, Safe Use" initiative in April to address issues such as complex packages and unclear charges, with telecom user numbers reaching 1.807 billion and fixed broadband users at 682 million by the end of May [10].

中国电信20日表示,规范服务提供,提升服务水平,推出九项措施,强调要征得用户同意后方可开通电信业 务,让消费过程更加透明；全面规范业务退订流程,未经公示的套餐产品严禁销售。 中国消费者协会副会长兼秘书长王振宇在21日举行的发布会上指出,消费者权益保护是民生工程,更是民 心工程。消费者权益保护具体实践的落实,需要广大经营者自觉落实消费者权益保护第一责任人责任,不 断提升商品和服务质量,主动预防和化解消费纠纷 【下载黑猫投诉客户端】,增强消费者权益保护合力,构 建更安全、更放心、更满意的消费环境。 莫名其妙订了新业务、套餐资费眼花缭乱、收到境外骚扰电话,这些都是电信用户常见的消费痛点。近 日,三大运营商纷纷表示推进行风纠风,承诺将在透明消费、套餐精简等方面采取实质性举措。 7月21日,中国移动举行发布会,推出"透明消费,明白办理""主动提醒,放心使用""套餐变更,限时办结"等十 项服务承诺,其中包括业务订购必须经由客户确认同意,办理完成必为客户下发告知短信；变更套餐时,无 合约约定变更条件的,48小时内办结；用户可自主屏蔽境外号码来电和短信等用户关心的问题。"对于在 10086未有效解决的服务诉求,客户可以通过中 ...

Core Insights - The report provides an executive-level overview of the telecommunications market in China, including detailed forecasts of key indicators up to 2029 [2][9] - It highlights the competitive dynamics and evolution of demand by service type and technology/platform across various segments [2][9] Market Highlights - Fixed broadband service revenue is projected to decline at a CAGR of 1.3% during the forecast period due to a significant drop in fixed broadband ARPU as telecom operators offer discounted broadband services [4] - Total telecom and pay-TV service revenue in China is expected to grow at a CAGR of 0.5% from 2024 to 2029, primarily driven by mobile data and pay-TV segments [5] - Mobile data service revenue is forecasted to grow at a five-year CAGR of 5%, supported by the increase in smartphone subscriptions and mobile internet usage, particularly on 5G networks [5] Operating Environment - The report includes an analysis of the demographic and macroeconomic context in China, as well as a review of the regulatory environment and trends over the next 18-24 months [8] - It examines the competitive landscape, focusing on the positioning of leading players in the telecom and pay-TV services market, along with subscription market shares across segments [8][11] Telecom Services Market Outlook - The report provides historical figures and forecasts of service revenue from fixed telephony, broadband, mobile voice, mobile data, and pay-TV markets [8][11] - It offers company snapshots analyzing the financial position of leading service providers in the telecommunications and pay-TV markets [8][11]

中国联合网络通信股份有限公司 2025 年第二次临时股东大会会议资料 北 京 中国联合网络通信股份有限公 会会议资料 司 2025 年第二次临时股东大 目 录 上海证券交易所网址：http://www.sse.com.cn 本公司网址：http://www.chinaunicom-a.com 中国联合网络通信股份有限公司 2025 年第二次临时股东大会会议资料 会议须知 中国联合网络通信股份有限公司 中国联合网络通信股份有限公司 为确保中国联合网络通信股份有限公司（以下简称"公司"或"本 公司"）股东在公司股东大会（以下简称"本次会议"）期间依法行使 权利，保证本次会议的会议秩序和议事效率，公司特将本次会议相关事 项通知如下： 一、公司根据《公司法》《证券法》《公司章程》及《公司股东大 会议事规则》的规定，认真做好召开本次会议的各项工作。 二、公司董事会在本次会议的召开过程中，应当认真履行法定职责， 维护股东合法权益。 三、公司股东参加本次会议，依法享有《公司章程》规定的各项权 利，并应认真履行法定义务，不得侵犯其他股东的合法权益，不得扰乱 本次会议的正常秩序。如股东要求在大会上发言，应根据大会安排有序 发言 ...

中国联合网络通信股份有限公司 中国联合网络通信股份有限公司 2025 年第二次临时股东大会会议资料 北 京 2025 年第二次临时股东大会会议资料 2025 年 7 月 29 日 | 会议须知 | 1 | | --- | --- | | 会议议程 | 2 | | 议案 1：关于增补唐永博先生为公司董事的议案 | 4 | | 附件：大会投票表决统计办法 | 5 | 中国联合网络通信股份有限公司 2025 年第二次临时股东大会会议资料 2025 年第二次临时股东大会会议须知 为确保中国联合网络通信股份有限公司（以下简称"公司"或"本 公司"）股东在公司股东大会（以下简称"本次会议"）期间依法行使 权利，保证本次会议的会议秩序和议事效率，公司特将本次会议相关事 项通知如下： 一、公司根据《公司法》《证券法》《公司章程》及《公司股东大 会议事规则》的规定，认真做好召开本次会议的各项工作。 二、公司董事会在本次会议的召开过程中，应当认真履行法定职责， 维护股东合法权益。 三、公司股东参加本次会议，依法享有《公司章程》规定的各项权 利，并应认真履行法定义务，不得侵犯其他股东的合法权益，不得扰乱 本次会议的正常秩序。如股东 ...

2025年值中国担任上海合作组织轮值主席国之际，山东省人民政府于7月17日至19日在青岛成功举办中国—上海合作 组织地方经贸合作大会。中国联通国际有限公司与中国联通山东省分公司联合参加，国际公司副总经理邱涛、山东省 分公司副总经理林军出席活动。 中国联通始终坚持开放、共建、共享的理念，致力于成为上合组织值得信赖的数字信息基础设施运营者。公司充分发 挥青岛"上合之城"的区位优势，依托中国北方唯一国际海缆登陆站，正在建设具备TPE、EAC等骨干海缆接入能力的 全业务国际局。这一超级节点建成后，将成为辐射日韩、联通亚欧的重要通信枢纽，显著提升华北地区国际通信能 力，为跨境金融、科技创新等业务提供强力支撑。 在18日召开的大会开幕式上，邱涛作为重要代表参加并在数字经济产业国际对接会上致辞，代表中国联通隆重揭牌上 合示范区"数据跨境服务专区"。此举是联通服务国家战略、驱动国际业务发展的关键举措。国际公司雷磊博士围 绕"领航跨境数实融合、擘画创新增长新篇"作主题分享，深化了联通与上合示范区政府及企业的战略合作。 积极服务"一带一路"经济创新发展，2024年，中国联通"一网两平台"全面融入上合示范区跨境通信建设，深度参与区 ...

Core Viewpoint - The three major telecom operators in China are committed to improving service transparency and consumer rights protection in response to consumer concerns about unclear pricing, difficult cancellation processes, and complex package options [1]. Group 1: Company Initiatives - China Mobile has launched ten service commitments, including ensuring customer confirmation for service orders and completing package changes within 48 hours if no contract conditions are specified [1]. - China Unicom announced sixteen measures to simplify pricing plans and enhance clarity in service agreements, including highlighting key elements in contracts [1]. - China Telecom introduced nine measures to standardize service provision, including obtaining user consent before activating services and clarifying cancellation processes [1]. Group 2: Consumer Rights Emphasis - The Vice President of the China Consumers Association emphasized the importance of consumer rights protection as a vital aspect of public welfare, urging businesses to take responsibility for service quality and to proactively prevent disputes [1]. Group 3: Industry Statistics - As of the end of May, the total number of mobile phone users among the three major telecom companies and China Broadcasting reached 1.807 billion, while fixed internet broadband users totaled 682 million [2].

Group 1 - The core viewpoint indicates that the communication ETF has shown significant performance, with a 7.32% increase over the past week, ranking first among comparable funds [1][2] - The communication ETF has experienced a liquidity turnover of 24.49% with a trading volume of 26.65 million yuan, indicating active market participation [2] - The communication ETF's net value has increased by 39.22% over the past year, showcasing strong return capabilities [2] Group 2 - The top ten weighted stocks in the Guozheng Communication Index account for 59.17% of the index, with key players including Zhongji Xuchuang and Xinyi Sheng, which have exceeded performance expectations [3][5] - Nvidia has submitted an application to resume sales of H20 GPU in the Chinese market, which may alleviate domestic GPU supply bottlenecks and accelerate data center construction [2] - The communication ETF closely tracks the Guozheng Communication Index, which reflects the price trends of communication industry stocks in the Chinese securities market [2]