Core Viewpoint - The new energy sector experienced a significant net outflow of over 9.9 billion yuan, indicating a shift in investment trends away from this industry [1] Group 1: Industry Overview - The main capital inflows were observed in the communication, electronics, and computer sectors, while the new energy industry, power equipment, and non-ferrous metals sectors faced substantial outflows [1] - The new energy sector specifically saw a net outflow exceeding 9.9 billion yuan, highlighting investor caution or a reallocation of funds [1] Group 2: Company-Specific Insights - Industrial Fulian led the market with a limit-up increase, attracting a net capital inflow of 3.991 billion yuan [1] - Among the companies with significant net inflows, Zhongji Xuchuang, Liao Group, and China Unicom also saw notable capital investments [1] - Conversely, Ningde Times faced the largest net sell-off, with over 800 million yuan exiting, followed by Wolong Electric Drive, Kosen Technology, and Guoxuan High-Tech, which also experienced considerable net outflows [1]

Core Viewpoint - The highlight of Apple's September 10th event was the launch of the iPhone Air, which is the lightest and thinnest iPhone ever made, featuring a dual eSIM card design [1] Group 1: Product Launch - The iPhone Air is exclusively available with eSIM options in China, as emphasized on Apple's official website [1] - China Unicom will leverage the iPhone Air to launch its eSIM card services [1] Group 2: Industry Impact - China Telecom is fully prepared to offer eSIM mobile services, with relevant procedures submitted to the Ministry of Industry and Information Technology (MIIT) [1] - China Telecom expects to receive formal approval from MIIT for commercial trials soon, allowing them to provide eSIM services for devices including the iPhone 17 [1]

Core Viewpoint - The highlight of Apple's September 10th event was the launch of the iPhone Air, which is the lightest and thinnest iPhone ever made, featuring a dual eSIM card design [1] Group 1: Product Launch - The iPhone Air is the thinnest and lightest iPhone in Apple's history [1] - The device exclusively offers eSIM options in China, emphasizing its partnership with China Unicom [1] Group 2: Industry Impact - China Unicom will leverage the iPhone Air to launch its eSIM card services [1] - China Telecom and China Mobile are expected to soon follow suit with their own eSIM offerings [1] - China Mobile has submitted an eSIM application and is prepared to provide services pending approval from the Ministry of Industry and Information Technology [1]

Group 1 - The core viewpoint of the news highlights the performance of the Central State-Owned Enterprises Innovation-Driven Index and its related ETF, indicating a positive trend in the market with a 0.01% increase in the index and notable stock performances from companies like China United Network Communications and China Satellite [3] - The Central State-Owned Enterprises Innovation-Driven ETF (515900) has shown a 7.52% increase over the past three months, ranking second among comparable funds [3] - The trading volume of the ETF indicates strong liquidity, with an average daily transaction of 23.99 million yuan over the past year, leading among comparable funds [3] Group 2 - The Ministry of Industry and Information Technology has granted China United Network Communications a license for satellite mobile communication services, allowing the company to enhance communication services in emergency, maritime, and remote areas [3] - The future of satellite communication is expected to integrate with ground mobile networks, expanding its applications across various industries and contributing to bridging the digital divide [4] - The Central State-Owned Enterprises Innovation-Driven Index comprises 100 representative listed companies, reflecting the overall performance of innovative state-owned enterprises, with the top ten weighted stocks accounting for 33.39% of the index [4]

Group 1 - Apple has launched detailed information about its new products on its official website in mainland China, including the iPhone Air which activates via eSIM and does not support physical SIM cards [1] - Users need to select a carrier that supports eSIM and related mobile service plans, as not all carriers support eSIM [1] - When traveling outside mainland China, users can activate a travel eSIM [1] Group 2 - Currently, only China Unicom provides eSIM support for the iPhone Air model A3518 in mainland China [5] - Users must visit a China Unicom offline service center to verify their identity and activate the eSIM, which may require meeting additional requirements [5]

9月10日，A股三大指数早盘集体上涨，截至午盘，沪指涨0.17%报3813.78点，深成指涨0.24%，创业板指涨1.14%，北证50指数跌0.08%。沪深京三市半日 成交额13028亿元，较上日缩量365亿元，全市场超2400只个股上涨。 盘面上，覆铜板、CPO、AI算力等涨幅居前，锂矿、锂电等跌幅居前。 消息上，昨日晚间现货黄金一度冲高至3674.78美元/盎司，不断创下历史新高，随即大幅回落转跌，一度失守3620美元/盎司。 品牌黄金则呈现普遍上涨。9月10日，周大福、六福珠宝、金至尊等品牌金饰价突破1070元/克。 | 国内现货 | 国际现货 | 黄金实物 | | | | --- | --- | --- | --- | --- | | 品牌 | 银行 回收 | | | | | 品牌 | | | 价格(元/克) | 日涨跌幅 | | 周大福 | | | 1073 | +1.23% | | 老凤祥 | | | 1073 | +0.94% | | 周六福 | | | 1038 | +0.87% | | 周生生 | | | 1074 | +0.75% | | 六福珠宝 | | | 1073 | +1.23% ...

新华财经上海9月10日电（葛佳明） 在10日凌晨苹果召开秋季新品发布会上，苹果推出了支持双eSIM的iPhone Air。苹果官方称在中国"仅部分运营商支持 eSIM"，其新闻稿中提及"eSIM得到全球超过500家运营商的支持，包括中国联通"。 eSIM全称Embedded-SIM，即嵌入式SIM卡，作为传统SIM卡的升级形态，通过将通信功能集成于设备芯片，实现远程配置运营商信息，具备灵活便捷、安 全可靠、节省设备空间等优势，正推动手机等终端向"无卡时代"演进。 据苹果发布会介绍，相比有数十年历史的塑料实体卡，eSIM 用起来更方便，安全性更高，更节省iPhone内部的空间。"多年前，我们率先推出了eSIM，现在 它已成为行业标准。" 中国联通、中国移动、中国电信都曾开通eSIM业务，但在2023年三家运营商先后发布公告，以业务维护升级为理由，宣布暂停受理eSIM手表一号双终端业 务及独立eSIM卡的办理申请。直至2025年，中国联通联合中兴、联想发布了支持eSIM的Pad产品，eSIM开始重新进入公众视野。 转自：新华财经 据GSMA智库（GSMA Intelligence)预测，到2025年年底，全球eS ...

此外，据智通财经报道，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"，且在其新闻稿中特别提及"eSIM得到全球超过 500家运营商的支持，包括中国联通"。记者前期多方采访获悉，运营商为eSIM产业链最为关键的一 环，国内运营商中，中国联通布局eSIM的进展较为领先。 消息面上，近日，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。中信证券 表示，卫星通信产业战略地位凸显，政策导向明确。国内行业层面，高频发射已至，产业拐点在即。预 期后续卫星通信业务准入工作或分批分级推进，牌照发放工作或将加快推进。 智通财经APP获悉，中国联通(00762)早盘涨近5%，截至发稿，涨5.3%，报10.13港元，成交额6.58亿港 元。 ...

每经AI快讯，9月10日，港股中国联通盘中涨幅扩大至5%，报10.1港元，成交额超4亿港元，总市值 3090亿港元。 （文章来源：每日经济新闻） ...

此外，据智通财经报道，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"，且在其新闻稿中特别提及"eSIM得到全球超过 500家运营商的支持，包括中国联通"。记者前期多方采访获悉，运营商为eSIM产业链最为关键的一 环，国内运营商中，中国联通布局eSIM的进展较为领先。 中国联通（600050）(00762)早盘涨近5%，截至发稿，涨5.3%，报10.13港元，成交额6.58亿港元。 消息面上，近日，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。中信证券 表示，卫星通信产业战略地位凸显，政策导向明确。国内行业层面，高频发射已至，产业拐点在即。预 期后续卫星通信业务准入工作或分批分级推进，牌照发放工作或将加快推进。 ...