| | 沪股通 | 13 | | 深股通 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 潔跌幅 | 净买入额(亿) | 成交额 | 名称 | 潔跌幅 | 净买入额(亿) | 成交割 | | 中心国际 | -3.3% | -1.66 | 50.17亿 | 中心同际 | -3.3% | 2.43 | 37.90亿 | | 阿里巴巴-W | -1.5% | -4.05 | 45.84 C | 阿里巴巴-W | -1.5% | -1.17 | 30.78亿 | | 小米集团-W | -1.9% | 2.50 | 26.01亿 | 小米集团-W | -1.9% | -2.14 | 18.37亿 | | 华虹非学体 | -0.4% | 1.44 | 22.77亿 | 保证非常体 | -0.4% | 2.52 | 14.60 Z | | 图书馆及 | -1.7% | -2.24 | 19.55 Z | 中兴通讯 | -4.9% | 1.66 | 11.30亿 | | 三花智控 | 5.2% | 0.42 | 18.13 Z | 腾讯控股 | ...

中国移动通信集团有限公司召开中层以上管理人员大会。中央组织部有关负责同志宣布了党中央关于中国移动通信集团有限公司主要负责同 志调整的决定： 陈忠岳任中国移动通信集团有限公司董事长、党组书记，免去其中国联合网络通信集团有限公司董事长、党组书记职务； 免去杨杰的中国 移动通信集团有限公司董事长、党组书记职务。相关职务任免按有关法律和章程的规定办理。 ...

Group 1 - Southbound funds recorded a net purchase of 2.258 billion HKD today [1] - The top three net purchases were China Mobile, Hua Hong Semiconductor, and Pop Mart, with net purchases of 513 million HKD, 396 million HKD, and 323 million HKD respectively [1] - In terms of net selling, Alibaba-W, Tencent Holdings, and Li Auto-W faced net sales of 523 million HKD, 356 million HKD, and 292 million HKD respectively [1]

Group 1 - The core point of the news is the leadership change at China Mobile, with Chen Zhongyue appointed as the new Chairman and Party Secretary, replacing Yang Jie [1] - The adjustment of leadership among the three major telecom operators is common, with Yang Jie previously serving as Chairman of China Telecom before moving to China Mobile in 2019, and Chen Zhongyue transitioning from China Unicom to China Mobile [1] - In Q3 2025, China Mobile reported nearly 800 billion yuan in revenue and 115.4 billion yuan in net profit, maintaining its position as the leading operator in the industry, with net profit being 3.7 times that of China Telecom and 13.1 times that of China Unicom [1] Group 2 - Both outgoing and incoming chairmen have emphasized the importance of AI in their recent speeches, with Yang Jie highlighting the need to seize opportunities in the digital intelligence era and focus on "AI+" as a strategic point [2] - China Unicom also expressed intentions to closely collaborate with partners to promote innovation across various technology fields and create a new ecosystem for AI infrastructure and industry [2]

Group 1 - Guangdong Mobile has optimized 5G networks for 126 sports venues in Guangdong, adding 634 new 5G base stations and establishing 4 cross-border special lines for the Guangdong-Hong Kong-Macao Greater Bay Area [1][2] - The company has integrated advanced technologies such as 5G-A, all-optical networks, digital twins, and the metaverse to create a comprehensive digital support system for the events [2] - A command video conferencing system covering the three regions has been established, upgrading traditional command centers to a cloud-based collaborative platform [2] Group 2 - Guangdong Mobile has deployed 864 sets of cluster intercom devices across key event areas in Guangzhou, Shenzhen, and surrounding regions, ensuring seamless communication during the events [2] - The company is pioneering the application of cross-border roaming cluster communication technology, allowing staff to communicate in real-time across the three regions with a single device [2] - The "China Mobile Cup" cycling event, the only competition integrating the three regions, will take place from November 7 to 9, with Guangdong Mobile providing over 600 cross-border roaming IoT cards for seamless access [2][3] Group 3 - Guangdong Mobile has established a dedicated team to develop a detailed communication support plan, focusing on network security, infrastructure protection, and emergency drills [3] - The company is conducting comprehensive route testing and optimization in collaboration with Macau CTM and Hong Kong CMHK to enhance cross-border roaming signals [3]

据中国移动微信公众号， 2025年10月28日，中国移动通信集团有限公司召开中层以上管理人员大 会。 相关职务任免按有关法律和章程的规定办理。 编辑丨瑜见 免去杨杰同志的中国移动通信集团有限公司董事长、党组书记职务。 中央组织部有关负责同志宣布了党中央关于中国移动通信集团有限公司主要负责同志调整的决定：陈忠 岳同志任中国移动通信集团有限公司董事长、党组书记，免去其中国联合网络通信集团有限公司董事 长、党组书记职务； ...

Core Viewpoint - The leadership change at China Mobile involves the appointment of Chen Zhongyue as the new Chairman and Party Secretary, replacing Yang Jie, which may impact the company's strategic direction and operational focus [1] Group 1: Leadership Changes - Chen Zhongyue has been appointed as the Chairman and Party Secretary of China Mobile [1] - Yang Jie has been relieved of his duties as Chairman and Party Secretary of China Mobile [1] - The changes were announced during a meeting of senior management and are in accordance with relevant laws and regulations [1]

Core Viewpoint - The leadership change at China Mobile involves the appointment of Chen Zhongyue as the new Chairman and Party Secretary, replacing Yang Jie, which may impact the company's strategic direction and operational performance [1][2]. Leadership Changes - Chen Zhongyue has been appointed as the Chairman and Party Secretary of China Mobile, previously serving as the Chairman and Party Secretary of China Unicom [1]. - Yang Jie has been relieved of his duties as Chairman and Party Secretary of China Mobile [1][2]. Company Financial Performance - In Q3, China Mobile reported a revenue of 250.9 billion yuan, representing a year-on-year increase of 2.5% [4]. - The main business revenue was 216.2 billion yuan, with a growth of 0.8%, while other business revenue reached 34.7 billion yuan, growing by 14.8% [4]. - The net profit attributable to shareholders was 31.1 billion yuan, reflecting a 1.4% increase year-on-year [4]. - For the first three quarters of the year, the total revenue was 794.7 billion yuan, up by 0.4%, and the net profit attributable to shareholders was 115.4 billion yuan, growing by 4% [4].

据中国移动（600941）微信公众号消息，2025年10月28日，中国移动通信集团有限公司召开中层以上管 理人员大会。中央组织部有关负责同志宣布了党中央关于中国移动通信集团有限公司主要负责同志调整 的决定：陈忠岳同志任中国移动通信集团有限公司董事长、党组书记，免去其中国联合网络通信集团有 限公司董事长、党组书记职务；免去杨杰同志的中国移动通信集团有限公司董事长、党组书记职务。相 关职务任免按有关法律和章程的规定办理。 2021年1月，陈忠岳任中国联通董事、总经理、党组副书记，2023年11月任中国联通董事长、党组书 记。 此番卸任的杨杰，出生于1962年7月。 据介绍，中国移动通信集团有限公司是按照国家电信体制改革的总体部署，于2000年组建成立的中央企 业，2004年在香港和纽约实现主营业务资产整体上市，2022年1月5日回归A股上市、成为"红筹公司回 归A股主板上市第一股"，注册资本3000亿元人民币，资产规模2.5万亿元人民币。连续20年获国资委中 央企业负责人经营业绩考核A级，入选中央企业科技创新优秀企业榜单、位列首位，连续24年入选《财 富》世界500强企业、最新排名第55位。 公开简历显示，陈忠岳 ...

中国移动(00941)获净买入5.12亿港元。消息面上，根据智通财经，2025中国移动全球合作伙伴大会上，中国移动发 布"AI+"行动计划，到2028年底，中国移动对人工智能领域的总体投入翻一番，建成国内规模最大的智算基础设施，探索 十万卡智算集群建设，全国产智能算力规模突破100EFLOPS。国金证券表示，看好AI业务给公司带来的高成长潜力。 智通财经APP获悉，10月28日港股市场，北水成交净买入22.58亿港元，其中港股通(沪)成交净买入18.12亿港元，港股通 (深)成交净买入4.46亿港元。 北水净买入最多的个股是中国移动(00941)、华虹半导体(01347)、泡泡玛特(09992)。北水净卖出最多的个股是阿里巴巴- W(09988)、腾讯(00700)、理想汽车-W(02015)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 中芯国际 HK 00981 | 24.25 乙 | 25.91 乙 | 50.17 亿 | | | | | -1.66 亿 | | 阿里巴巴-W HK 09988 | 20.89 ...