Core Insights - The telecommunications industry in China has shown stable performance in the first three quarters of 2023, with a steady growth in telecom business revenue, reaching CNY 13,270 billion, a year-on-year increase of 0.9% [1] - The growth in telecom business revenue is closely linked to the increase in telecom business volume, which has grown by 9% year-on-year when adjusted for last year's prices [1] - The rapid development of 5G users is a significant highlight, with 5G mobile phone users reaching 1.167 billion, accounting for 63.9% of total mobile phone users [1] Group 1 - The total number of fixed internet broadband access users reached 695 million, with a net increase of 24.86 million compared to the end of last year [1] - Users with fixed internet broadband access speeds of 100 Mbps and above reached 661 million, making up 95.2% of total users [1] - Users with fixed internet broadband access speeds of 1000 Mbps and above reached 235 million, with a net increase of 28.39 million, accounting for 33.9% of total users, an increase of 3 percentage points compared to the end of last year [1] Group 2 - The total number of 5G base stations reached 4.705 million, with a net increase of 455,000, accounting for 36.6% of total mobile base stations [2] - The penetration rates for fixed broadband users with speeds of 1000 Mbps and above in different regions are 33.9% in the East, 33.3% in the Central, 35.8% in the West, and 27.4% in the Northeast, showing increases compared to the end of last year [2] - Mobile internet access traffic in the first three quarters reached 1,206.5 billion GB in the East, 676 billion GB in the Central, 820.1 billion GB in the West, and 171.6 billion GB in the Northeast, with year-on-year growth rates of 16.8%, 16.2%, 15.1%, and 25.3% respectively [2]

Core Insights - The Ministry of Industry and Information Technology of China reported that by the end of September, the total number of 5G base stations reached 4.705 million, and the number of 5G mobile phone users reached 1.167 billion [1][2] - In the first three quarters, the telecommunications business revenue steadily increased, totaling 1.327 trillion RMB, a year-on-year growth of 0.9%. When adjusted for last year's prices, the total telecommunications business volume grew by 9% [1] - The scale of network connection users continued to expand, with mobile phone users reaching 1.828 billion, of which 5G mobile phone users accounted for 63.9% [1] - The number of fixed internet broadband users with access speeds of 1000 Mbps and above reached 235 million, representing 33.9% of total users [1] - The mobile internet traffic maintained rapid growth, totaling 2.874 trillion GB, a year-on-year increase of 16.6% [1] Group 1 - The total number of 5G base stations reached 4.705 million, accounting for 36.6% of all mobile base stations [2] - The number of fiber access (FTTH/O) ports reached 1.2 billion, representing 96.7% of internet broadband access ports [2] - The number of 10G PON ports capable of providing gigabit network services reached 30.96 million [2]

Overall Performance - The telecommunications industry in China has shown stable operational performance in the first eight months of the year, with steady growth in telecom business volume and orderly progress in new infrastructure construction, including 5G, gigabit, and IoT user expansion [3][6] Telecom User Development - As of the end of August, the total number of fixed broadband internet users reached 689 million, with a net increase of 18.85 million users since the end of last year. Users with access speeds of 100 Mbps and above accounted for 95.2% of the total [6] - The total number of mobile phone users reached 1.819 billion, with a net increase of 29.53 million users since the end of last year. The number of 5G mobile phone users reached 1.154 billion, representing 63.4% of mobile phone users [6][10] Telecom Business Revenue - Telecom business revenue for the first eight months totaled 1,182.1 billion yuan, reflecting a year-on-year growth of 0.8%. The total telecom business volume increased by 8.8% year-on-year when adjusted for last year's prices [7] Mobile Internet Usage - Cumulative mobile internet traffic reached 2,534 billion GB in the first eight months, with a year-on-year growth of 16.4%. The average monthly mobile internet access traffic per user (DOU) was 20.87 GB, up 14.3% year-on-year [10] Communication Capacity - The number of internet broadband access ports reached 1.239 billion, with a net increase of 37.1 million since the end of last year. Fiber-to-the-home (FTTH/O) ports accounted for 96.7% of total broadband access ports [11] - As of the end of August, the total number of 5G base stations reached 4.646 million, with a net increase of 395,000 since the end of last year, representing 36.3% of all mobile base stations [12] Regional Development - The penetration rates for gigabit and 5G users have continued to rise across various regions. The penetration rates for fixed broadband users with speeds of 1,000 Mbps and above were 33.9% in the East, 33.5% in the Central region, 35.7% in the West, and 27.1% in Northeast China [13] - Mobile internet access traffic growth rates remained in double digits across all regions, with the East, Central, West, and Northeast regions achieving year-on-year growth rates of 16.4%, 16.2%, 15%, and 25.2%, respectively [13]

Core Insights - The telecommunications industry in China has shown stable growth in the first seven months of 2025, with significant increases in user numbers for high-speed internet and 5G services [1][2] Group 1: Telecommunications User Growth - As of the end of July, the number of fixed internet broadband users with access speeds of 1000Mbps and above reached 228 million, an increase of 21.49 million from the end of the previous year, accounting for 33.3% of total users, up 2.4 percentage points from the previous year [1] - The total number of fixed internet broadband users reached 686 million, with 655 million users having access speeds of 100Mbps and above, representing 95.2% of total users [1] Group 2: Revenue and Business Volume - The cumulative telecommunications business revenue for the first seven months reached 1,043.1 billion yuan, a year-on-year increase of 0.7%, with a real growth rate of 8.9% when adjusted for the previous year's prices [1] Group 3: 5G and Mobile Services - The total number of mobile phone users reached 1.815 billion, with 5G mobile phone users numbering 1.137 billion, an increase of 12.3 million from the end of the previous year, making up 62.7% of mobile phone users [2] - The number of mobile IoT terminal users increased to 2.835 billion, with internet television (IPTV, OTT) users reaching 411 million, an increase of 3.873 million [2] Group 4: Infrastructure Development - The number of internet broadband access ports reached 1.24 billion, with 1.19 billion being fiber access ports, accounting for 96.7% of total broadband access ports [2] - The number of 5G base stations reached 4.598 million, an increase of 348,000 from the end of the previous year, representing 36% of total mobile base stations [2]