Core Viewpoint - Apple has launched the thinnest iPhone ever, the iPhone Air, which utilizes eSIM technology to achieve a lightweight design. Currently, only China Unicom supports eSIM for this device, while China Mobile and China Telecom are expected to follow suit soon [1][2]. Group 1: eSIM Technology and Market Impact - eSIM is a digital SIM card that eliminates the need for a physical SIM card, offering greater flexibility and security. It is supported by over 500 global operators, including China Unicom, and facilitates easier international roaming [2][6]. - The global eSIM application is experiencing a growth wave driven by the demand for AI smart terminals, international roaming, and IoT devices. Investment opportunities are anticipated in cellular IoT communication modules and eSIM management platforms [1][6][7]. Group 2: Historical Context and Challenges - eSIM trials began in China in 2017, but the service was halted in 2023 due to operational upgrades. China Unicom resumed eSIM services in July 2023, indicating a renewed interest in this technology [4][5]. - Two main reasons for the previous stagnation in eSIM development in China include reduced user loyalty to operators and early security vulnerabilities that allowed misuse of eSIM technology [5][6]. Group 3: Future Prospects - The eSIM technology is expected to reshape the global mobile connectivity landscape, with its integration into various devices like smartphones, computers, and IoT devices. The market size for eSIM is projected to grow significantly as manufacturers increasingly embed eSIMs in their products [6][7].

Core Viewpoint - Recent reports indicate that China Unicom has issued a notice to support the eSIM project for Apple, suggesting that eSIM functionality may soon be available for the Chinese version of Apple phones [1][3]. Group 1: China Unicom's eSIM Support - China Unicom has confirmed plans to support eSIM for the upcoming iPhone models, although it remains uncertain if the iPhone 17 series will completely lack a physical SIM card slot [3]. - Unicom staff mentioned that they are preparing for eSIM operations, but specific details and timelines are pending further notifications [3]. Group 2: eSIM Technology Overview - eSIM technology allows for embedded digital SIM capabilities, eliminating the need for physical SIM cards and enabling remote configuration for network connectivity, thus saving internal device space [3]. - In the U.S., Apple has already removed the SIM card slot starting with the iPhone 14, but the technology has not been widely adopted in other regions until now [3]. Group 3: iPhone 17 Series Expectations - Reports suggest that only the iPhone 17 Air model may support eSIM, while other models will retain traditional SIM card slots, possibly due to design constraints [5]. - The iPhone 17 Air is marketed as "5.5mm ultra-thin," but its battery capacity is limited to 2800mAh, falling short of 3000mAh [5]. - Apple is set to hold its fall launch event on September 10, with the iPhone 17 series expected to go on pre-sale on September 12, although the launch of the eSIM-enabled iPhone 17 Air in China may face delays due to infrastructure readiness [5].

Core Viewpoint - Apple is preparing to eliminate physical SIM card slots for the iPhone 17 series in more countries, following the trend established in the U.S. with the iPhone 14 and newer models [1][2]. Group 1: iPhone 17 Launch and eSIM Transition - The iPhone 17 series is set to be released on September 9, with retail employees in the EU required to complete eSIM training by September 5 [1]. - Apple has already removed SIM card slots from all iPhone 14 models in the U.S., relying solely on eSIM technology [1]. - Reports suggest that Apple may implement the removal of physical SIM card slots starting with the iPhone 17 series, although specific models and countries have not been confirmed [1]. Group 2: eSIM Advantages and Global Implementation - Analyst Ming-Chi Kuo indicates that at least the iPhone 17 Air will not have a SIM card slot in most countries, with the iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max likely to follow suit, except in a few markets like China [2]. - eSIM technology is promoted as being more secure than physical SIM cards, as they cannot be removed from lost or stolen devices [2]. - An iPhone can manage up to eight eSIMs simultaneously, simplifying the process of obtaining, carrying, and switching SIM cards while traveling [2].

Group 1 - The core viewpoint of the article highlights the potential of eSIM technology to accelerate the era of IoT by 2025, which will reshape the industry ecosystem [2] - The company, Green Precision, specializes in the research, design, production, and sales of precision structural components and molds for smart terminals, with applications in smart homes, smartphones, wearable devices, tablets, and electronic cigarettes [2] - The SIM card holder structural component is a minor accessory in smartphone products, contributing a small proportion to the company's revenue [2] Group 2 - The company plans to align with industry development trends by increasing investment in its existing advantageous areas and continuously expanding its offerings in the smart terminal sector [2] - Green Precision aims to provide comprehensive technical solutions and "one-stop" manufacturing and delivery services for precision structural components to its clients [2]

Group 1 - The company has integrated externally sourced eSIM technology into some of its payment terminal products, primarily for device connectivity [2] - The main business areas of the company include payment services, digital scene services, electronic payment terminal business, cross-border payment, and artificial intelligence [2] - The inquiry about eSIM technology application was made by an investor on the investor interaction platform [2]

Core Viewpoint - The company is currently not involved in eSIM technology but is monitoring industry developments to seize market opportunities [1] Group 1: Company Focus - The company is concentrating on core areas such as information technology, new energy, and equity investment [1] - The company has not yet engaged in eSIM-related business [1] Group 2: Industry Technology - eSIM technology allows for the electronic functionality of traditional physical SIM cards, enabling features like card-less operation, remote configuration, and dynamic operator switching [1] - The company will continue to closely observe advancements in industry-leading technologies and their application scenarios [1]

证券日报网讯世纪恒通（301428）8月12日在互动平台回答投资者提问时表示，公司移动支付和数字化 服务相关业务领域目前暂未应用eSIM技术。 ...

Group 1 - Wanxing Technology announced a board meeting on August 8, 2025, to discuss the issuance of H-shares and listing on the Hong Kong Stock Exchange, aiming to enhance its global strategy and brand image [3] - Douyin reported that 15 accounts related to three medical dispute cases involving Dr. Shao from Zhoukou Sixth People's Hospital were identified, with 89 videos and 962 comments related to medical disputes posted, leading to various platform actions against rule violations [4][5] - Beijing's housing policy was updated to allow eligible families to purchase an unlimited number of properties outside the Fifth Ring Road, a change from previous restrictions [8] Group 2 - Crocs' stock plummeted by 29.2% after the company projected a 9% to 11% decline in revenue for the third quarter [11] - Tesla is reportedly dissolving its Dojo supercomputer team, disrupting its plans for in-house chip development for autonomous driving, with a shift towards relying on external technology partners [12][20] - Taikoo Properties reported a loss of HKD 1.202 billion for the first half of 2025, marking its first interim loss since 2010 [13] Group 3 - China's biological company received approval for its adalimumab injection, marking the first fully human monoclonal antibody drug developed in Hubei province [15] - The 2025 World Robot Conference opened, showcasing robots with marked prices ranging from 80,000 to 800,000 yuan [18][19] - Xiaopeng Motors announced the upcoming launch of its X9 super electric vehicle model in the fourth quarter of 2025 [21]

Group 1 - The stock price of Meige Intelligent on August 8 was 49.20 yuan, down 1.72% from the previous trading day, with an opening price of 49.98 yuan, a high of 50.67 yuan, and a low of 49.06 yuan, with a trading volume of 154,200 hands and a transaction amount of 766 million yuan [1] - Meige Intelligent's main business focuses on technology research and product manufacturing in the Internet of Things (IoT) sector, covering smart modules and smart terminals, and involves multiple fields such as consumer electronics, IoT, and mobile payments [1] - The domestic eSIM business has fully restarted, attracting market attention towards related industry chain companies, with eSIM technology accelerating penetration in consumer electronics and IoT [1] Group 2 - On August 8, the net outflow of main funds for Meige Intelligent was 76.6644 million yuan, accounting for 0.85% of the circulating market value, while the cumulative net inflow of main funds over the past five trading days was 38.426 million yuan, accounting for 0.43% of the circulating market value [1]

Core Viewpoint - The introduction of eSIM technology in the Chinese mobile phone market is gaining momentum, with China Unicom leading the charge, but there are significant challenges and limitations that may hinder widespread adoption [2][20][27]. Group 1: eSIM Technology Overview - eSIM integrates traditional SIM card functions directly into device chips, eliminating the need for a physical SIM card slot, which allows manufacturers to utilize the freed-up space for larger batteries or advanced camera modules [3][20]. - eSIM can store multiple numbers, making it convenient for users traveling abroad to switch to local numbers easily [6][15]. Group 2: Challenges and Limitations - The process of switching devices becomes more complicated with eSIM, requiring users to deregister the eSIM from the old device and download a configuration file on the new device, which can be problematic if the old device is lost or damaged [6][10]. - Current eSIM activation processes in China still require users to visit physical stores, which does not significantly differ from the traditional SIM card activation process [10][20]. Group 3: International Considerations - Many countries still rely on physical SIM cards, which poses a challenge for users with eSIM-only devices when traveling abroad, as they may need to purchase eSIM travel cards that are often more expensive than local physical SIM cards [12][15]. - Domestic devices may only activate local eSIMs when abroad, limiting the flexibility of using eSIM technology for international users [20][25]. Group 4: Market Dynamics - China Unicom is actively promoting eSIM services, having restored eSIM operations in 25 provinces, while China Mobile is gradually advancing its eSIM offerings, and China Telecom remains cautious and has not yet completed its eSIM upgrades [20][23]. - The transition from physical SIM cards to eSIMs in China is expected to take several years, as the entrenched habits of users and the existing infrastructure pose significant barriers to rapid adoption [23][25].