#联通eSIM预约人数已超6万#【#中国联通eSIM预约正式开放#】10月13日，记者从中国联通官方公众号 获悉，中国联通正式上线eSIM业务全国预约通道。截至发稿，预约人数已突破6万人，且数字仍在快速 增长。这一举措，被外界看作为即将到来的国行iPhone Air做准备。目前用户可以通过中国联通微信公 号、APP或线下营业厅预约办理eSIM业务。（界面，泽塔） ...

（文章来源：每日经济新闻） 10月13日，据中国联通官方公众号，中国联通正式上线eSIM业务全国预约通道。截至发稿，预约人数 已突破6万人，且数字仍在快速增长。 ...

Core Viewpoint - China Unicom is actively engaging in the integration of blockchain technology with the Internet of Things (IoT) to enhance trust, security, cost efficiency, and operational speed in its services [2]. Group 1: Company Performance - As of October 13, China Unicom's stock price remained unchanged at 0.00%, with a trading volume of 2.359 billion yuan and a market capitalization of 172.892 billion yuan [1]. - In the 2023 annual report, the company capitalized on policies related to "Digital China" and the "Data Element X" three-year action plan, achieving over 50% market share in data services for five consecutive years [2]. - The revenue from cloud services reached 26.87 billion yuan in 2022, marking a 142% year-on-year increase, while IDC services generated 18.61 billion yuan, up 12.9% [3]. Group 2: Technological Developments - China Unicom, along with Alibaba, ZTE, and the Ministry of Industry and Information Technology, is set to develop an IoT blockchain framework, which is expected to improve security and operational efficiency [2]. - The company is enhancing its data governance and security capabilities, with 12 data governance capabilities recognized in the "2023 Data Governance Industry Map 2.0," ranking first in the number of entries [2]. Group 3: Strategic Initiatives - The company plans to launch 5G inter-network roaming services in collaboration with other major telecom operators, allowing users to access 5G networks seamlessly in areas without their operator's coverage [4]. - China Unicom's strategic focus includes digital economy initiatives, emphasizing "big connectivity, big computing, big data, big applications, and big security" as core responsibilities [8]. Group 4: Financial Overview - For the first half of 2025, China Unicom reported a revenue of 200.202 billion yuan, reflecting a year-on-year growth of 1.45%, and a net profit of 6.349 billion yuan, up 5.12% [9]. - The company has distributed a total of 35.536 billion yuan in dividends since its A-share listing, with 12.427 billion yuan in the last three years [10].

Core Points - China Unicom has officially opened the eSIM reservation channel, following China Mobile's launch of its eSIM business reservation portal [1] - China Telecom has also announced that its eSIM mobile services are fully prepared and will soon be available to users after receiving official approval from the Ministry of Industry and Information Technology [1] - The launch of eSIM services indicates that the iPhone Air, which was released on September 10, may soon be available in the Chinese market [1] - The absence of the iPhone Air in the domestic market at the time of the iPhone 17 series launch was primarily due to the lack of support for eSIM by domestic operators [1]

（原标题：中国联通等新设网络安全股权投资基金，出资额10亿） 企查查APP显示，近日，联通网络安全股权投资基金（广州）合伙企业（有限合伙）成立，出资额10亿 元，经营范围包含：以自有资金从事投资活动。企查查股权穿透显示，该企业由中国联合网络通信有限 公司全资子公司联通创新创业投资有限公司等共同出资。 ...

Core Insights - Recently, the Unicom Cybersecurity Equity Investment Fund (Guangzhou) Partnership (Limited Partnership) was established with a capital contribution of 1 billion yuan [1] - The fund's business scope includes investment activities using its own funds [1] - The enterprise is co-funded by China United Network Communications Limited's wholly-owned subsidiary, Unicom Innovation and Entrepreneurship Investment Co., Ltd. [1]

Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) of China is planning to reduce its stake in China Unicom after eight years of investment, aiming to optimize the capital structure and meet its own development needs [1][2][8]. Summary by Sections Shareholding Changes - The Structural Adjustment Fund plans to reduce its holdings in China Unicom by up to 375 million shares, representing 1.20% of the total share capital, within three months from November 3, 2025, to February 3, 2026 [2][8]. - Currently, the Structural Adjustment Fund holds approximately 1.9 billion shares of China Unicom, accounting for 6.08% of the total share capital [2]. Financial Performance - Since the mixed-ownership reform in 2017, China Unicom has seen significant growth in its financial performance, with net profit increasing over sevenfold from 2017 to the first half of 2025 [10][11][12]. - In the first half of 2025, China Unicom reported a net profit of 6.349 billion yuan, a year-on-year increase of 5.12% [10]. - The company has consistently improved its financial health, with a notable reduction in financial expenses from 38.55 billion yuan in 2016 to negative figures starting in 2020 [12]. Dividend Policy - China Unicom has increased its dividend payouts significantly since 2017, distributing a total of 206.74 billion yuan in dividends from 2018 to 2024, with a dividend of 3.477 billion yuan in the first half of 2025 [13][14]. - The dividend payout ratio has also improved, reaching 54.76% in the first half of 2025 [14]. Strategic Cooperation - Despite the planned reduction in shareholding, the Structural Adjustment Fund intends to continue deepening strategic cooperation with China Unicom across various fields [1][8].

Group 1 - The core viewpoint of the articles highlights the Chinese government's initiative to integrate artificial intelligence (AI) into various sectors, aiming for over 90% application penetration of new intelligent terminals and agents by 2030 [1] - China Mobile announced an upgraded "AI+" action plan, intending to double its investment in AI over the next three years and expand its intelligent agent user base to over 200 million [2] - Various telecom operators, including China Unicom and China Telecom, are launching their own intelligent agent platforms, indicating a growing trend in the AI sector [2] Group 2 - The implementation of intelligent agents in hospitality is showcased, where AI assistants can handle customer inquiries and manage smart devices, enhancing the guest experience and operational efficiency for small hotels [1] - A multi-modal intelligent agent has been developed that can assist users in creating content, such as images and videos, significantly reducing the complexity and time required for creative tasks [3] - The collaborative nature of intelligent agents is emphasized, where multiple "sub-agents" work together to execute specific tasks, showcasing the advanced capabilities of AI in practical applications [2][3]

Core Viewpoint - The Chinese government is accelerating the integration of artificial intelligence (AI) into various sectors, aiming for over 90% application penetration of new intelligent terminals and agents by 2030 [1] Group 1: Government Initiatives - In August, the State Council issued an opinion to promote the deep integration of AI with the economy and society [1] - The goal is to achieve a penetration rate exceeding 90% for new generation intelligent terminals and agents by 2030 [1] Group 2: Company Developments - China Mobile announced an upgraded "AI+" action plan, aiming to double its overall investment in AI over the next three years and to expand its intelligent agent user base to over 200 million [1] - China Unicom launched an open-source intelligent agent development platform that supports the integration of hundreds of large models [1] - China Telecom introduced a super intelligent agent capable of executing complex tasks autonomously [1] Group 3: Market Trends - Multiple large model companies in China are also launching intelligent agent services [1] - The demand for AI capabilities is shifting from simple "content Q&A" to solving "practical tasks," positioning intelligent agents as a key focus for industry players [1] - Industry forecasts predict that the enterprise-level intelligent agent application market in China will exceed $27 billion by 2028 and grow to $47.1 billion by 2030 [1]

Group 1: Trade Relations and Tariffs - The U.S. announced a 100% tariff on Chinese exports related to rare earths and key software, prompting a response from China's Ministry of Commerce, which emphasized that high tariffs are not the correct approach for bilateral relations [1] - China reiterated its unwillingness to engage in a trade war but stated it would take necessary measures to protect its legitimate rights if the U.S. persists in its actions [1] Group 2: Shipping and Port Fees - The Ministry of Transport of China announced that starting from October 14, 2025, special port fees will be charged for U.S.-owned or operated vessels, including those with significant U.S. ownership [2] Group 3: Market Regulation and Antitrust - Qualcomm is under investigation by China's State Administration for Market Regulation for allegedly violating the Anti-Monopoly Law, particularly concerning its acquisition of Autotalks without proper notification [3] - The investigation follows Qualcomm's failure to comply with notification requirements after being advised to do so, leading to a formal inquiry into its business practices [3] Group 4: Industry Responses to U.S. Measures - China's Ministry of Commerce announced countermeasures against U.S. restrictions on the shipbuilding industry, framing these actions as necessary for maintaining fair competition in international shipping and shipbuilding markets [4] Group 5: Infrastructure and Technology Development - The Ministry of Industry and Information Technology, along with six other departments, issued a plan to enhance new information infrastructure and promote the integration of computing power with industry applications from 2025 to 2028 [5] Group 6: Financial Adjustments in the Market - The margin financing and securities lending rates for SMIC and Beken Technology have been adjusted back to 70% and 50%, respectively, after previously being set to zero due to high static P/E ratios [6] - Wentech Technology announced that its control over Anshi Semiconductor is temporarily limited due to a ministerial order from the Dutch government, affecting operational efficiency but not economic rights [7] Group 7: Shareholder Actions - China Unicom plans to reduce its shareholding by up to 1.20% through various trading methods, aiming to optimize its capital structure while maintaining a positive outlook on the company's future [8] - CATL has repurchased 15.99 million shares for a total of RMB 4.386 billion, representing 0.3629% of its total A-share capital [9] Group 8: Commodity Pricing - Northern Rare Earth announced that the trading price for rare earth concentrate for Q4 2025 will be adjusted to RMB 26,205 per ton, reflecting a 37.13% increase from the previous quarter [10]