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: | 2026年1月31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: | 2026年2月4日 | | | I. 法定/註冊股本變動 | 不適用 | | FF301 第 1 頁 共 10 頁 v 1.2.0 FF301 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 | 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 ...

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: | 2026年1月31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: | 2026年2月4日 | | | I. 法定/註冊股本變動 | 不適用 | | FF301 第 1 頁 共 10 頁 v 1.2.0 FF301 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 | 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 ...

Group 1 - The State Intellectual Property Office of China has granted a patent titled "Data Processing Method, Device, Equipment, Storage Medium, and Program Product" to China Mobile (Hangzhou) Information Technology Co., Ltd. and China Mobile Communications Group Co., Ltd. The patent announcement number is CN118803014B, with an application date of March 2024 [1] - China Mobile (Hangzhou) Information Technology Co., Ltd. was established in 2014 and is primarily engaged in software and information technology services. The company has a registered capital of 1.75 billion RMB and has participated in 5,000 bidding projects, holds 717 trademark records, 1,871 patent records, and has 20 administrative licenses [1] - China Mobile Communications Group Co., Ltd. was founded in 1999 and focuses on telecommunications, broadcasting, and satellite transmission services. The company has a registered capital of 30 billion RMB, has invested in 55 enterprises, participated in 5,000 bidding projects, holds 2,211 trademark records, 5,000 patent records, and has 50 administrative licenses [1]

Group 1 - The State Intellectual Property Office of China has granted a patent titled "Object Storage Method, Device, Equipment, and Storage Medium" to China Mobile (Hangzhou) Information Technology Co., Ltd. and China Mobile Communications Group Co., Ltd. The patent was applied for on June 2022 [1] - China Mobile (Hangzhou) Information Technology Co., Ltd. was established in 2014 and is primarily engaged in software and information technology services. The company has a registered capital of 1.75 billion RMB and has participated in 5,000 bidding projects, holds 717 trademark records, 1,871 patent records, and has 20 administrative licenses [1] - China Mobile Communications Group Co., Ltd. was founded in 1999 and focuses on telecommunications, broadcasting, television, and satellite transmission services. The company has a registered capital of 30 billion RMB, has invested in 55 enterprises, participated in 5,000 bidding projects, holds 2,211 trademark records, 5,000 patent records, and has 50 administrative licenses [1]

Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) announced the incentive income for executives of central enterprises for the 2022-2024 term, with a total of 87 enterprises disclosing their incentive income figures. Group 1: Incentive Income Overview - The total incentive income for central enterprise executives consists of annual salary and term incentive income, with the latter being distributed every three years [1]. - Notable figures include: - Jiao Houliang, Chairman of China National Petroleum Corporation, with an incentive income of 86.21 million RMB for the 2022-2024 term [1]. - Ma Yongsheng, Chairman of Sinopec, with an incentive income of 84.81 million RMB [3]. - Wang Dongjin, Chairman of China National Offshore Oil Corporation, with an incentive income of 86.06 million RMB [4]. Group 2: Specific Executive Incentive Income - Zhang Wei, Chairman of the National Oil and Gas Pipeline Group, has an incentive income of 78.17 million RMB [6]. - Meng Zhenping, Chairman of China Southern Power Grid, has an incentive income of 83.54 million RMB [8]. - Temperature of incentive income varies across different enterprises, with some executives like Liu Mingsheng from China Power Investment Corporation receiving 26.02 million RMB for the 2022-2024 term [13]. Group 3: Additional Notable Executives - Chen Zhongyue, Chairman of China Unicom, has an incentive income of 80.49 million RMB [17]. - Xu Peng, from China First Automobile Group, has an incentive income of 82.54 million RMB [23]. - Wang Xianming, Chairman of China Resources Group, has an incentive income of 82.44 million RMB [54].

Group 1 - The State Intellectual Property Office of China granted a patent titled "An Identity Recognition Method and Device, Computer Readable Storage Medium" to China Mobile (Chengdu) Information Communication Technology Co., Ltd. and China Mobile Communications Group Co., Ltd. The patent authorization announcement number is CN116012901B, with an application date of October 2021 [1] - China Mobile (Chengdu) Information Communication Technology Co., Ltd. was established in 2018 in Chengdu, primarily engaged in software and information technology services, with a registered capital of 2 billion RMB. The company has participated in 2,487 bidding projects, holds 260 trademark records, 852 patent records, and has 6 administrative licenses [1] - China Mobile Communications Group Co., Ltd. was founded in 1999 in Beijing, focusing on telecommunications, broadcasting, television, and satellite transmission services, with a registered capital of 30 billion RMB. The company has invested in 55 enterprises, participated in 5,000 bidding projects, holds 2,211 trademark records, 5,000 patent records, and has 50 administrative licenses [1]

Group 1 - The State Intellectual Property Office of China granted a patent titled "A Data Analysis Method, Device, Equipment, and Computer Storage Medium" to China Mobile (Suzhou) Software Technology Co., Ltd. and China Mobile Communications Group Co., Ltd., with the announcement number CN116266183B and application date of December 2021 [1] - China Mobile (Suzhou) Software Technology Co., Ltd. was established in 2014, located in Suzhou, and primarily engages in software and information technology services, with a registered capital of 317.2 million RMB [1] - The company has participated in 5,000 bidding projects, holds 112 trademark records, and has 2,691 patent records, along with 28 administrative licenses [1] Group 2 - China Mobile Communications Group Co., Ltd. was founded in 1999, based in Beijing, and focuses on telecommunications, broadcasting, and satellite transmission services, with a registered capital of 30 billion RMB [1] - The company has invested in 55 enterprises, participated in 5,000 bidding projects, holds 2,092 trademark records, and has 5,000 patent records, in addition to 50 administrative licenses [1]

Group 1 - The core viewpoint of the report is that the Ministry of Finance and the State Taxation Administration of China have raised the value-added tax on telecommunications services starting this year, which may impact the profitability of telecom operators [1] - The report assumes that operators will not pass the tax burden onto customers by 2026, leading to a complete reflection of the reduced after-tax income on profits [1] - Three scenarios have been established by the company, with a neutral scenario leading to revised earnings forecasts for China Mobile and China Telecom, maintaining 2025 estimates but lowering revenue and net profit forecasts for 2026 [1] Group 2 - The implied dividend yields for 2026 based on the new earnings forecasts are robust, with China Mobile's A-shares at 5.1% and H-shares at 6.8%, while China Telecom's A-shares are at 4.2% and H-shares at 5.2% [1] - Short-term pressure on the stock prices of Chinese telecom companies is anticipated as the market digests the changes in tax policy and lower profit outlooks [1]

36氪获悉，爱企查App显示，近日，北京因时机器人科技有限公司发生工商变更，新增中国移动旗下北 京中移数字新经济产业基金合伙企业（有限合伙）、北京市人工智能产业投资基金（有限合伙）等为股 东。该公司成立于2016年，法定代表人为蔡颖鹏，注册资本约148万元人民币，经营范围包括基础软件 服务、应用软件服务、计算机系统服务等。 ...

Core Viewpoint - The recent rumors regarding the increase of value-added tax (VAT) on internet value-added services stem from a misunderstanding of new tax regulations, which only affect basic telecommunications services and do not extend to other internet companies like Tencent [2][3] Group 1: Tax Regulation Changes - Starting from 2026, the VAT rate for basic telecommunications services, such as internet broadband access provided by companies like China Mobile, China Unicom, and China Telecom, will increase from 6% to 9% [2] - The adjustment is a targeted policy and does not apply to other types of enterprises, clarifying the boundaries of the new tax regulations [2] Group 2: Misinterpretation of Tax Applicability - The erroneous extrapolation of the tax adjustment to internet platform companies like Tencent has led to the misconception of an "internet value-added service tax increase" [2] - Tencent's primary business activities, including online gaming, social platform operations, cloud services, and digital content distribution, fall under the categories of value-added telecommunications services or sales of intangible assets, which remain subject to the 6% VAT rate without any increase [2][3] Group 3: VAT Structure Stability - The statutory VAT rates in China remain at three levels: 13%, 9%, and 6%, with the applicable objects and policy framework remaining stable and unchanged [4]