Overall Performance - The telecommunications industry maintained stable operations in the first half of 2025, with a total telecom business revenue of 905.5 billion yuan, reflecting a year-on-year growth of 1% [2] - The total telecom business volume grew by 9.3% year-on-year when adjusted for last year's prices [2] User Development - The number of fixed broadband access users reached 684 million, with a net increase of 14.26 million users compared to the end of the previous year [3] - Users with internet access speeds of 100 Mbps and above totaled 651 million, accounting for 95.1% of all fixed broadband users [3] - The number of mobile phone users reached 1.81 billion, with a net increase of 19.93 million users [3] - 5G mobile phone users reached 1.118 billion, representing 61.8% of total mobile phone users, with a net increase of 10.4 million users [3] - The number of mobile IoT terminal users grew to 2.831 billion, with a net increase of 17.5 million users [3] Business Usage - Mobile internet traffic reached 186.7 billion GB, showing a year-on-year growth of 16.4% [4] - The average mobile internet access traffic per user (DOU) was 20.75 GB per month, up 14.4% year-on-year [4] - The total duration of mobile phone outgoing calls was 1 trillion minutes, down 5.6% year-on-year [4] - The volume of mobile SMS increased by 22.3% year-on-year [4] Communication Capacity - The total length of optical cable lines reached 73.77 million kilometers, a year-on-year increase of 9.9% [5] - The number of internet broadband access ports reached 1.234 billion, with a net increase of 32.44 million ports [5] - The number of 5G base stations reached 4.549 million, with a net increase of 298,000 stations [5] Regional Development - The penetration rates for 1000 Mbps and above fixed broadband users increased across various regions, with the eastern region at 33.2% and the western region at 34% [6] - The penetration rate for 5G mobile phone users also increased, with the eastern region at 61.5% [6] - Mobile internet access traffic growth remained in double digits across all regions, with the northeastern region showing a growth of 25.8% [7]

Core Insights - The telecommunications industry in China has shown stable performance in the first five months of the year, with a total telecom business revenue of 748.8 billion yuan, reflecting a year-on-year growth of 1.4% [1] - The total telecom business volume, calculated at constant prices from the previous year, has increased by 8.6% [1] Group 1: User Growth - The number of fixed internet broadband access users reached 682 million by the end of May, with a net increase of 12.16 million users compared to the end of last year [1] - Users with access speeds of 1000 Mbps and above reached 223 million, marking a net increase of 16.35 million users, which constitutes 32.7% of the total user base [1] - The total number of mobile phone users across three major telecom companies and China Broadcasting reached 1.807 billion, with a net increase of 16.99 million users [1] - 5G mobile phone users reached 1.098 billion, with a net increase of 84.14 million users, accounting for 60.8% of mobile phone users [1] Group 2: Internet Traffic and IoT - Mobile internet traffic reached 1,537 billion GB in the first five months, showing a year-on-year growth of 16.2% [1] - The number of mobile internet users reached 1.589 billion, with a net increase of 19.14 million users [1] - The number of mobile IoT terminal users increased to 2.78 billion, with a net increase of 12.4 million users [1] Group 3: Infrastructure Development - The number of internet broadband access ports reached 1.232 billion, with a net increase of 29.84 million ports [2] - Fiber-to-the-home (FTTH/O) ports reached 1.19 billion, with a net increase of 30.12 million ports, representing 96.6% of total broadband access ports [2] - The number of 5G base stations reached 4.486 million, with a net increase of 235,000 stations, accounting for 35.3% of total mobile base stations [2]