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去年我国通信业用户规模实现量质双升 电信业务收入累计完成1.75万亿元
Zhong Guo Zheng Quan Bao· 2026-01-28 23:27
公报指出,2025年,我国电信业完成固定互联网宽带接入业务收入2896亿元,比上年增长5.9%,在电 信业务收入中占比由上年的15.9%提升至16.5%,拉动电信业务收入增长0.9个百分点。 移动互联网流量保持较快增长,月户均流量持续攀升,但移动数据流量业务收入出现下滑。公报显示, 2025年,我国移动互联网接入流量达3958亿GB,比上年增长17.3%。截至2025年底,我国移动互联网用 户达16.1亿户,全年净增3965万户,全年移动互联网月户均流量达20.74GB/户·月,比上年增长14.1%。 2025年,我国电信业完成移动数据流量业务收入6097亿元,比上年下降3.1%,在电信业务收入中占比 由上年的36.2%降至34.8%。 1月28日,工业和信息化部发布的2025年通信业统计公报显示,经初步核算,2025年电信业务收入累计 完成1.75万亿元,比上年增长0.7%,按照上年价格计算的电信业务总量同比增长9.1%。 公报介绍,我国通信业实现平稳增长,产业结构持续优化,用户规模实现量质双升,5G、千兆等新型 信息基础设施建设加快部署,高质量发展纵深推进。 新兴业务收入小幅增长 公报显示,截至2025年 ...
中国5G基站数达483.8万个
Ren Min Ri Bao· 2026-01-28 22:49
新华社北京1月28日电(周圆、王舒一)工业和信息化部1月28日发布数据显示,2025年,我国通信业电 信业务量收保持平稳增长,优势领域不断巩固,顺利完成各项发展目标任务。其中,截至2025年底,我 国5G基站数达483.8万个,平均每万人拥有5G基站34.4个,高于"十四五"信息通信行业发展规划建设目 标8.4个。 数据显示,2025年,按照上年价格计算的电信业务总量同比增长9.1%,完成电信业务收入1.75万亿元, 同比增长0.7%,以云计算、大数据、物联网、数据中心等为主的新兴业务收入比重已升至25.7%。我国 5G标准必要专利声明量全球占比达42%,6G系统架构与关键技术验证取得阶段性成果。 此外,行业数字化向深向实发展。2025年,移动互联网接入流量同比增长17.3%;5G、千兆光网等与实 体经济深度融合,已广泛融入国民经济91个大类;工业互联网已实现41个工业大类全覆盖;"5G+工业 互联网"项目数超2.3万个,赋能效应日益凸显。 信息通信基础设施方面,超额完成"十四五"信息通信行业发展规划关于5G、千兆光网建设目标,实现 县县通千兆、所有乡镇及95%以上行政村通5G。截至2025年底,5G-A覆盖 ...
5G移动电话用户超12亿户
Ren Min Ri Bao· 2026-01-28 22:09
截至2025年底,全国移动电话基站总数达1287万个,比上年末净增22.7万个。其中,5G基站483.8万 个,比上年末净增58.8万个,5G基站占移动电话基站总数达37.6%,占比较上年末提升4个百分点。 (文章来源:人民日报) 本报北京1月28日电 (记者王政)工业和信息化部28日发布的最新统计数据显示:截至2025年底,我国 5G移动电话用户达12.04亿户,占移动电话用户的65.9%,比上年末提高9.2个百分点。 截至2025年底,3家基础电信企业固定互联网宽带接入用户总数达6.91亿户,全年净增2099万户。其 中,千兆及以上接入速率的用户为2.38亿户,全年净增3157万户,占总用户数的34.5%,占比较上年末 提高3.6个百分点。 ...
南宁邮件处理中心(一期)项目开工建设
Xin Lang Cai Jing· 2026-01-28 22:02
同时,项目融合云计算、物联网、AI、5G、北斗等前沿技术构建"智慧大脑",实现"人员、车辆、邮 件、场地、设备"全要素实时感知与数字化管理,推动邮件处理从"被动响应"向"智能敏捷"转型。作为 面向东盟的寄递枢纽节点,项目还将配套建设国际邮件互换局及海关监管设施,打通跨境寄递"分拣— 通关—转运"全链条服务,实现东盟跨境邮件"当日清关、次日投递"。 项目建成后,将大幅提升广西邮政寄递服务能力,进一步巩固南宁市作为区域性交通物流枢纽的核心地 位,更好地服务构建"北上广研发+广西集成+东盟应用"发展路径。 本报讯(记者冯梓剑 通讯员莫树森 谭羽翔)1月28日,位于江南区吴圩镇的南宁邮件处理中心(一期) 项目正式开工,标志着这一国家寄递体系扩能改造项目正式进入实体化建设阶段。 南宁邮件处理中心(一期)项目建设用地188亩,设计建筑面积49111平方米,总投资3.85亿元,预计 2026年底建成。作为国家发展改革委批复的重点工程,该项目是落实交通强国战略、《"十四五"现代综 合交通运输体系发展规划》和《加快建设交通强国五年行动计划》的具体实践,承载着强化区域交通物 流枢纽功能的重要使命。 该项目以智能化、绿色化、集约化 ...
跨越的,不只是规模
Xin Lang Cai Jing· 2026-01-28 18:54
●新华社记者 刘慧 新年以来,2025年中国经济年度答卷陆续展开。 随着全国经济总量迈上140万亿元新台阶,中国的城市和区域经济发展也迎来新跨越——"5万亿之 城""10万亿之省"再扩容。 北京,经济总量首破5万亿元,继上海之后成为中国第2个"5万亿之城"。 山东,经济总量首次站上10万亿元,跟随广东、江苏,成为第3个年度GDP超10万亿的省份。 大连、温州,经济总量都迈过万亿元门槛。至此,全国的"万亿之城"已有29个。 这些跨越不仅是数字的跃升,更是中国经济在复杂环境中展现韧性、实现高质量发展的生动体现,是中 国城市和区域发展努力向上攀登的鲜明注脚。 有人形容,"中国城市与区域经济的'高线',正在被持续刷新,经济版图不断隆起新的高地。" 一组对比能给出更直观的感受:"10万亿之省"已能跻身全球前十五大经济体之列,实力不可小觑;北 京、上海作为中国的"5万亿之城",排在全球城市经济体量前十,影响力和存在感同步"水涨船高"。 经济总量的跨越令人振奋,发展质量的提升则更显珍贵。 不妨一起看看新晋"5万亿之城"的北京,自我超越背后跃动的两条曲线。 一条是产业结构升级线:信息服务业、科技服务业、先进制造业三大新质生产 ...
Analysts Raise Barrick Mining (B) Price Targets
Yahoo Finance· 2026-01-28 17:17
Core Viewpoint - Barrick Mining Corporation (NYSE:B) is recognized as one of the most profitable cheap stocks to invest in, with multiple analysts raising their price targets due to favorable market conditions for gold and precious metals [1][2][3]. Group 1: Price Target Increases - Scotiabank raised its price target on Barrick Mining from $43 to $63 while maintaining an Outperform rating, reflecting an overall positive outlook for the gold and precious minerals sector [1]. - Canaccord increased its price target on Barrick Mining from C$70 to C$80, keeping a Buy rating on the stock, indicating strong confidence in the company's performance [2]. - BofA Securities raised its price target from $50 to $58 while maintaining a Buy rating, citing intensified macroeconomic factors driving gold prices higher [3]. Group 2: Market Conditions - Analysts attribute the upward revisions in price targets to ongoing economic and geopolitical uncertainty, as well as strong central bank buying of gold and silver [1][3]. - The overall sentiment in the precious metals market is bolstered by a strong portfolio of gold and copper assets held by Barrick Mining [3].
HSBC Raises Micron (MU) Price Target, William Blair Initiates With Outperform Rating
Yahoo Finance· 2026-01-28 17:17
Core Insights - Micron Technology, Inc. (NASDAQ:MU) is recognized as one of the most profitable cheap stocks to invest in currently, with HSBC raising its price target from $350 to $500 while maintaining a Buy rating due to a significant increase in DRAM prices [1] Financial Performance - HSBC anticipates Micron will report a Q2 fiscal 2026 operating profit of $12 billion, reflecting an 88% increase quarter-over-quarter, with sales projected at $20 billion, a 47% increase compared to the previous quarter [2] - The firm also forecasts a 45% increase in DRAM blended average selling prices quarter-over-quarter, up from an earlier estimate of 37% [2] Market Position and Growth Potential - William Blair initiated coverage of Micron with an Outperform rating, citing the company's strong position for profit growth driven by rising AI demand and ongoing supply constraints expected to last until 2027 [3] - The firm predicts a multi-year upcycle in the memory market, particularly benefiting from high-bandwidth memory (HBM) used in AI accelerators, which is becoming a bottleneck in AI systems [4] - William Blair forecasts Micron's non-GAAP EPS to grow by over 275% over the next two years [4] Company Overview - Micron Technology, Inc. is a leading semiconductor technology company known for its innovative memory and storage solutions, offering a portfolio that includes high-performance DRAM, NAND, and NOR memory products [5]
JPMorgan (JPM) Buys UK Pensions Platform WealthOS
Yahoo Finance· 2026-01-28 17:17
Core Insights - JPMorgan Chase & Co. has completed the acquisition of WealthOS, a UK-based pensions technology platform, enhancing its capabilities in the pensions industry [1][2][3] - The acquisition is expected to position JPMorgan to capitalize on the increasing demand for retirement planning products that provide stable income in later life [2] - BofA Securities has raised its price target for JPMorgan from $350 to $362, maintaining a Buy rating, citing the company's technological strengths as a driver for revenue growth [4] Company Overview - JPMorgan Chase & Co. is a leading American multinational financial services firm with significant roles in investment banking, consumer and small business financial services, commercial banking, financial transaction processing, and asset management [5]
290亿美元砸出“新未来”:AT&T(T.US)大举并购光纤与频谱,2026年利润指引超预期
Zhi Tong Cai Jing· 2026-01-28 12:53
Group 1: Financial Performance - AT&T reported Q4 revenue growth of 3.7% to $33.5 billion, exceeding analyst expectations of $32.8 billion [1] - Adjusted earnings per share increased to $0.52, surpassing the expected $0.46 [1] - Adjusted EBITDA for Q4 was $11.2 billion, higher than the anticipated $11.1 billion [1] Group 2: User Growth and Market Competition - The company added 421,000 wireless users in Q4, below Wall Street's expectation of 440,000 [1] - AT&T's strategy relies heavily on customers purchasing multiple products, such as mobile plans and home internet services [1] - The company launched various promotions to attract new customers and retain existing ones, including trade-in offers for the latest iPhone 17 Pro [1] Group 3: Internet Services - AT&T's fixed wireless internet service, Internet Air, added 221,000 users in Q4, falling short of the expected 272,000 [2] - The company is the first major U.S. telecom operator to report financial results, with Verizon and T-Mobile set to report later [2] Group 4: Future Outlook - AT&T's annual profit guidance exceeds market expectations, with projected adjusted earnings per share for 2026 between $2.25 and $2.35, above the expected $2.21 [2] - The company's infrastructure strategy includes significant acquisitions, such as the nearly $6 billion purchase of Lumen's consumer fiber business and a $23 billion acquisition of EchoStar's spectrum licenses [3] - AT&T anticipates free cash flow will exceed $21 billion by 2028, higher than the analyst expectation of $19.61 billion [4] Group 5: Organizational Changes - Starting Q1 2026, AT&T will restructure its reporting segments into three parts: a new "Advanced Connectivity" division, traditional services, and Latin America operations [4]
美国电话电报公司年度利润预期超市场预估
Xin Lang Cai Jing· 2026-01-28 11:48
专题:聚焦美股2025年第四季度财报 美国电话电报公司(AT&T)周三发布业绩指引,其年度利润预期超出市场预估。该公司认为,旗下无 线及光纤网络的扩建计划,将助力这家美国通信运营商把握 5G 及高速互联网领域持续增长的市场需 求。 公司股价在盘前交易中上涨约 7%。 这份乐观的业绩预期,核心依托于 AT&T 的基础设施扩建战略,而该战略的两大重要支撑是两笔重磅 交易 —— 以近 60 亿美元收购卢门公司的消费者光纤业务,以及以 230 亿美元收购回声星通信公司的频 谱牌照。 上述两笔交易预计将于今年初完成交割。随着远程办公、流媒体服务及智能联网设备推动数据消费量持 续攀升,宽带需求也随之增长,AT&T 将凭借更快的网络速率和优化的移动信号覆盖,从竞争对手手中 争夺用户。 去年第四季度,公司新增净月付费无线电话用户 42.1 万名,与 Visible Alpha 分析师 42.151 万名的预期 基本持平。 责任编辑:郭明煜 专题:聚焦美股2025年第四季度财报 公司表示,受套餐捆绑优惠政策吸引,42% 的光纤业务家庭用户同时开通了其 5G 移动服务。 据伦敦证券交易所集团的数据分析,AT&T 预计 2028 ...