电信ETF基金(560690)上涨近2%！三大运营商重启eSIM业务

Group 1 - The China Telecom Theme Index (931235) has seen a strong increase of 2.01%, with constituent stocks such as Tianfu Communication (300394) rising by 13.03%, Ruijie Network (301165) by 8.64%, and Zhaolong Interconnect (300913) by 8.47% [1] - China Unicom, in collaboration with ZTE, has launched a cloud computer PAD product based on eSIM technology, indicating a revival of eSIM services among telecom operators [1] - eSIM technology, which allows for embedded SIM cards that can be updated wirelessly, is being increasingly adopted in the IoT and smart wearable sectors, although mobile eSIM services are not yet being expanded [1] Group 2 - Huatai Securities projects a 4% year-on-year growth in net profit attributable to shareholders for telecom operators in Q2 2025, reflecting a steady growth trend [2] - From January to May 2025, domestic telecom business revenue reached 748.8 billion yuan, showing a year-on-year increase of 1.4%, indicating signs of demand recovery [2] - The telecom ETF closely tracks the China Telecom Theme Index, which includes 50 listed companies involved in telecom services, value-added services, communication equipment, and data centers [2] Group 3 - As of June 30, 2025, the top ten weighted stocks in the China Telecom Theme Index account for 77.54% of the index, including major players like China Unicom (600050), China Mobile (600941), and China Telecom (601728) [3]