股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年9月30日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 中國移動有限公司 | | | 呈交日期: | 2025年10月8日 | | | I. 法定/註冊股本變動 | 不適用 | | FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00941 | | 說明 | 於香港聯交所上市的股份（「香港股份」） | | | | | | 多櫃檯證券代號 | 80941 | RMB | 說明 | 香港股份 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | 庫存股份數目 | | | 已發行股份總數 | | ...

Core Points - The successful connection of the last 5G telecom universal service base station in Jiangdi Township, Longsheng County, Guangxi, marks the early completion of the 2025 telecom universal service project by China Mobile Guangxi Guilin Branch, fulfilling the promise of "shared digital dividends between urban and rural areas" 14 days ahead of schedule [1][3] Group 1: Project Overview - The telecom universal service project is a significant initiative under the national strategy to strengthen the network, support rural revitalization, and reduce the digital divide between urban and rural areas [3] - China Mobile Guangxi Guilin Branch is responsible for the construction of 19 4G/5G base stations in remote villages across eight counties, including Longsheng, Quanzhou, and Ziyuan [3] Group 2: Implementation Challenges - The project faced numerous challenges, including difficult construction conditions due to the karst topography of Guilin, transportation issues in remote mountainous areas, variable weather, and multiple coordination requirements [3] - A specialized task force was established to ensure effective project management, innovative technical solutions, and efficient resource coordination, allowing the project to progress ahead of schedule [3] Group 3: Impact on Local Communities - The early completion of the telecom universal service project has led to a significant upgrade in communication infrastructure in rural areas, with 4G/5G network coverage exceeding 98% in natural villages [4] - The new base stations will address long-standing issues of weak mobile network coverage, providing stable 4G/5G services to residents, village committees, schools, and health clinics in remote mountainous regions [4] - Enhanced connectivity will enable villagers to communicate easily, access online education, benefit from telemedicine, and sell agricultural products, effectively bridging the "last mile" of information access [4]

Core Viewpoint - The strategic cooperation agreement signed by Hainan Provincial Transportation Investment Holding Co., Hainan Logistics Group Co., and China Mobile Communications Group Hainan focuses on the integration of smart logistics, intelligent transportation, and communication technology innovation to develop a comprehensive smart logistics demonstration project in Hainan [2] Group 1: Strategic Cooperation - Three state-owned enterprises will leverage their resources in transportation, logistics, and communication to enhance the development of smart logistics and intelligent transportation [2] - The collaboration aims to create an industrial ecosystem that includes emergency supply, policy-driven capacity, and public safety assurance at the foundational level [2] Group 2: Industry Focus - The core layer of the project will cater to high-value industries such as duty-free shopping, cross-border e-commerce, and cold chain logistics [2] - The extended layer will address urban and rural distribution, rural logistics, and on-demand services in the livelihood sector [2] Group 3: Strategic Goals - The initiative supports Hainan's Free Trade Port strategy to strengthen its digital capabilities and aims to establish Hainan as a smart logistics hub and a high ground for digital economic development in the Asia-Pacific region [2]

Core Viewpoint - China Mobile has launched the "Mobile Pet" product in Beijing, focusing on addressing common pain points for pet owners, including pet loss, lack of scientific feeding knowledge, and separation anxiety between pets and owners [1] Group 1: Product Features - The "Mobile Pet" product aims to create six scenario-based solutions to provide a one-stop service that offers "intelligence, warmth, and safety" for pet-owning families [1] - The product is based on a "connection + hardware + application + rights" framework, providing multi-scenario services for pets and their owners [1] Group 2: Market Context - The pet economy in China has been rapidly growing in recent years, indicating a strong market potential for pet-related services and products [1] Group 3: Future Plans - China Mobile plans to deepen its investment in pet technology, continuously launching innovative products and services [1] - The company will increase investment in technology research and development, enhancing the application of AI and IoT in pet products to provide intelligent and personalized care experiences [1] - China Mobile aims to expand collaborations with pet hospitals, smart device manufacturers, and pet service providers to build a diversified service matrix [1]

本文转自【新华社】 中国移动云南公司在丽香铁路虎跳峡金沙江铁路大桥开展网络建设。新华社发新华社昆明10月3日电 （记者 荆昭延）"无论是刷短视频，还是打电话，都不会有明显的延迟。即使穿行隧道，网络信号也 较'丝滑'。"坐在从昆明前往香格里拉的动车上，在厦门读大学的刘怡对5G网络信号赞叹不已。 人在路上，网随人行。从昆明乘坐动车至香格里拉，朝发"午"至。钢轨延伸的同时，移动网络也在"加 速"。"云南属山地高原地形，在高铁建设过程中，桥隧比例较高，通信基础设施建设长期面临海拔高、 落差高、风险高及施工周期较短的难题。"中国移动云南公司计划建设部技术专家黄富说。 在云南高铁动车上，乘客正在使用电子设备上网。新华社发因地制宜，中国移动云南公司利用创新技术 攻坚克难，筑就"网络道路"的"穿山跨谷"。2025年8月，中国移动云南公司实现省内高铁沿线5G网络全 覆盖。旅客乘坐高铁动车时，可更加流畅地使用手机、平板电脑等设备，改善了乘客的出行体验。 日前，记者乘坐C640次动车从香格里拉至昆明，列车在崇山峻岭间穿行，记者将手机切换至移动数据 上网，收发消息较稳定流畅，笔记本电脑连接数据热点时，在线办公如常。身边乘客刷在线视频 ...

Core Insights - China Mobile has announced that its cumulative valid patents have reached 18,000, maintaining the top position among global operators for three consecutive years [1] - These patents cover a wide range of fields including 4G, 5G, and big data, with 86% classified as high-value national patents [1]

Core Viewpoint - The article highlights the dedication of communication professionals who continue to work during the National Day holiday, emphasizing their commitment to ensuring the stability and reliability of communication services, which are considered the "lifeline" of the nation [1][3]. Group 1: Personal Stories of Communication Professionals - Wang Zhenguo, born on October 1, 1974, is a deputy manager at China Mobile Chongqing's Qianjiang branch, who chose to work during the National Day holiday to oversee transmission and dedicated line construction [1]. - Wang's career began during the rise of fixed-line telephony, and he has witnessed the evolution to mobile communication, reflecting on a memorable emergency network support task in 2020 that ensured online learning for students in a remote village [3]. - Another communication professional, Ceng Li, born on October 1, 1983, also shares a birthday with the National Day, viewing it as a special connection to his professional responsibilities [4]. Group 2: Professional Responsibilities and Industry Evolution - Ceng Li, who started in broadband operations, has become an expert in wired networks and emphasizes the importance of maintaining communication services, especially during significant national events [4][5]. - He notes the impact of mobile internet on user habits, highlighting that mobile devices are increasingly capable of accessing content similar to computers, which is reshaping lifestyles and work patterns [7]. - Both Wang and Ceng represent a larger group of communication professionals who integrate their personal journeys into the broader narrative of the industry's development, showcasing their commitment to service and innovation [7].

Core Insights - The "2024-2025 Annual Search for 'Respected' Enterprises" is actively being conducted, with 1,066 companies showing continuous growth in net profit attributable to shareholders from 2022 to 2024 [1][2] - Net profit attributable to shareholders is a key indicator of a company's profitability and shareholder returns, reflecting operational efficiency, competitive products, and market positioning [1] - In a highly competitive environment, sustained profitability is emphasized as a fundamental driver for companies to navigate economic cycles and maintain stability [1] Industry Distribution - Among the 1,066 companies with three consecutive years of profit growth, the distribution includes: 49 automotive parts companies (4.59%), 40 biopharmaceutical companies (3.75%), 33 commercial banks (3.1%), 20 home appliance companies (1.88%), and 10 automotive manufacturers (0.9%) [2] - This diverse distribution indicates that these leading companies are not solely reliant on industry growth but also on effective management and innovation [2] Top Companies - The top 10 companies by net profit for 2024 include: Industrial and Commercial Bank of China (601398.SH), China Construction Bank (601939.SH), Agricultural Bank of China (601288.SH), Bank of China (601988.SH), China Petroleum (601857.SH), China Merchants Bank (600036.SH), China Mobile (600941.SH), Bank of Communications (601328.SH), Postal Savings Bank of China (601658.SH), and Kweichow Moutai (600519.SH) [2][4] - State-owned banks and national joint-stock banks dominate this list, showcasing their strong management capabilities despite external pressures [4] Banking Sector Insights - The banking sector faces intense competition characterized by homogenization and short-term performance focus, yet leading banks maintain a long-term perspective and adhere to operational principles [4] - For instance, Industrial and Commercial Bank of China emphasizes innovation and digital transformation, while China Construction Bank balances various economic factors to ensure sustainable growth [4] Sector-Specific Strategies - China Petroleum is enhancing exploration and development efforts while transitioning to new energy and materials sectors to improve value creation and risk management [5] - China Mobile aims to become a world-class information service technology innovation company, focusing on long-term value growth and expanding into international business and digital content [5] - Kweichow Moutai adheres to its corporate values and focuses on maximizing the benefits of its unique geographical resources within the traditional liquor industry [5]

Core Insights - China Mobile has disclosed its latest achievements in the field of intellectual property, with a total of 18,000 valid patents, ranking first among global operators for three consecutive years, and has received 36 China Patent Awards, covering areas such as 4G, 5G, and big data, achieving both quantity and quality improvements [2] Group 1: Patent Achievements - The mobile communication industry has transitioned from following to leading, with patents playing a crucial role in this leap [2] - During the 4G era, China Mobile established a mechanism linking patents and standards, integrating into international cooperation through a patent pool, and initiated the global LTE patent pool construction [2] - China Mobile has licensed patents to over 140 overseas companies in 21 countries, becoming one of the few central enterprises to charge patent fees from leading overseas companies [2] Group 2: 5G Innovations - In the 5G era, China Mobile has made significant innovations with over 2,000 authorized 5G patents, addressing challenges such as latency, coverage, and reliability [2] - These innovations have supported the establishment of the world's earliest and largest independent 5G network, laying the foundation for digital transformation across various industries [2] Group 3: Future Plans - China Mobile plans to continue increasing R&D investment and deepen its patent layout to convert more patented technologies into industrial momentum and market advantages [2]

Core Insights - The article emphasizes the importance of respected enterprises in driving commercial civilization and social progress, highlighting their ability to withstand various temptations and maintain long-term stability [1] - The ongoing selection process for the "Respected Enterprises" for 2024-2025 aims to showcase how intelligent manufacturing serves as a core engine for high-quality development amidst the digital economy [1] - A total of 1,861 A-share listed companies have achieved continuous revenue growth over three years, representing 34.4% of all listed companies, indicating resilience in the face of economic downturns [1] Industry Distribution - Among the 1,861 companies with continuous revenue growth, the top six industries are: - Pharmaceutical and Biotechnology: 201 companies (11.8%) - Automotive: 147 companies (8.6%) - Machinery and Equipment: 143 companies (8.4%) - Power Equipment: 123 companies (7.2%) - Computer: 114 companies (6.6%) - Electronics: 111 companies (6.5%) [2] Top Companies Overview - **China Mobile**: Revenue increased from 937.3 billion CNY in 2022 to 1,009.3 billion CNY in 2023, and projected at 1,040.76 billion CNY in 2024, showing a 3.1% growth [3] - **BYD**: Revenue surged from 424.1 billion CNY in 2022 to 602.31 billion CNY in 2023, and expected to reach 777.1 billion CNY in 2024, marking a 29.02% increase [4] - **China Communications Construction**: Revenue rose from 720.3 billion CNY in 2022 to 758.68 billion CNY in 2023, with a forecast of 771.94 billion CNY in 2024, reflecting a 1.74% growth [5] - **China Power Construction**: Revenue grew from 571.6 billion CNY in 2022 to 609.84 billion CNY in 2023, projected at 633.69 billion CNY in 2024, a 4.15% increase [6] - **Bank of China**: Revenue increased from 619.1 billion CNY in 2022 to 622.89 billion CNY in 2023, with a forecast of 630.09 billion CNY in 2024, showing a 1.38% growth [7] - **Wuchan Zhongda**: Revenue rose from 576.55 billion CNY in 2022 to 580.16 billion CNY in 2023, expected to reach 599.52 billion CNY in 2024, marking a 3.34% increase [8] - **China Telecom**: Revenue increased from 475 billion CNY in 2022 to 513.6 billion CNY in 2023, projected at 523.57 billion CNY in 2024, reflecting a 3.1% growth [9] - **China Energy Engineering**: Revenue grew from 366.39 billion CNY in 2022 to 406.03 billion CNY in 2023, with a forecast of 436.71 billion CNY in 2024, marking a 7.56% increase [10] - **Midea Group**: Revenue increased from 345.7 billion CNY in 2022 to 373.71 billion CNY in 2023, projected at 407.15 billion CNY in 2024, reflecting a 9.44% growth [11] - **China Unicom**: Revenue rose from 354.94 billion CNY in 2022 to 372.6 billion CNY in 2023, expected to reach 389.59 billion CNY in 2024, marking a 4.6% increase [13]