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前5个月移动互联网累计流量同比增长16.2%
Core Insights - The telecommunications industry has shown stable operational performance in the first five months, with continuous growth in telecom business volume and the advancement of new infrastructure such as 5G and gigabit optical networks [1] Overall Operational Situation - Telecom business revenue reached 748.8 billion yuan, a year-on-year increase of 1.4%. When calculated at constant prices from the previous year, the total telecom business volume grew by 8.6% [2] Telecom User Development - As of the end of May, the total number of fixed internet broadband access users reached 682 million, with a net increase of 12.16 million users since the end of last year. Users with access speeds of 100 Mbps and above reached 648 million, accounting for 95% of total users. Users with access speeds of 1000 Mbps and above reached 223 million, with a net increase of 16.35 million users, representing 32.7% of total users, an increase of 1.8 percentage points compared to the end of last year [3] - The total number of mobile phone users reached 1.807 billion, with a net increase of 16.99 million users. Among them, 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 [3] - The number of mobile IoT terminal users increased to 2.78 billion, with a net increase of 12.4 million users. Internet TV users reached 411 million, with a net increase of 3.156 million users [3] Telecom Business Usage - Mobile internet traffic continued to grow rapidly, with a total of 1,537 billion GB of mobile internet traffic in the first five months, a year-on-year increase of 16.2%. As of the end of May, the number of mobile internet users reached 1.589 billion, with a net increase of 19.14 million users. The average mobile internet access traffic (DOU) reached 21.3 GB per user per month in May, a year-on-year increase of 14.9% [4] - The total call duration for mobile phones was 841.2 billion minutes, a year-on-year decrease of 5.7%, while the total call duration for fixed phones was 29.23 billion minutes, a decrease of 6.9%. The volume of mobile SMS messages increased by 23.6% year-on-year, and mobile SMS revenue grew by 1.9% [4] Communication Capability Situation - The construction of gigabit optical fiber broadband networks is progressing steadily, with the total number of internet broadband access ports reaching 1.232 billion, a net increase of 29.84 million ports since the end of last year. The number of fiber access (FTTH/O) ports reached 1.19 billion, accounting for 96.6% of total internet broadband access ports [5] - The total number of 5G base stations reached 4.486 million, with a net increase of 235,000 base stations since the end of last year, accounting for 35.3% of total mobile base stations, an increase of 0.4 percentage points compared to the previous four months [5] Regional Development Situation - The penetration rates of gigabit and 5G users have continued to rise across regions. As of the end of May, the penetration rates for fixed broadband access users with speeds of 1000 Mbps and above in the eastern, central, western, and northeastern regions were 33%, 33%, 33.5%, and 25.9%, respectively, with increases of 1.8, 1.9, 1.9, and 2.3 percentage points compared to the end of last year [6] - The penetration rates for 5G mobile phone users in these regions were 60.5%, 61.4%, 60.7%, and 60.9%, with increases of 3.9, 4.2, 4.4, and 4.7 percentage points, respectively [6] - Mobile internet access traffic in the eastern, central, western, and northeastern regions reached 64.26 billion GB, 36.37 billion GB, 44.05 billion GB, and 9 billion GB, respectively, with year-on-year growth rates of 15.3%, 16.5%, 15.4%, and 25.5% [6]
影响市场重大事件:央行就《人民币跨境支付系统业务规则(征求意见稿)》公开征求意见
Mei Ri Jing Ji Xin Wen· 2025-07-06 22:31
每经记者|杨建 每经编辑|赵云 7月6日,根据有关法律法规,经批准,财政部决定在政府采购活动中对部分自欧盟进口的医疗器械采取 相关措施。现将有关事项通知如下:一、采购人采购预算金额4500万元人民币以上的医疗器械时,确需 采购进口产品的,在履行法定程序后,应当排除欧盟企业(不包括在华欧资企业)参与。对于参与的非 欧盟企业,其提供的自欧盟进口的医疗器械占比不得超过项目合同总金额的50%。二、本通知自2025年 7月6日起施行。 NO.5 民航局成立通用航空和低空经济工作领导小组 |2025年7月7日 星期一| NO.1 央行就《人民币跨境支付系统业务规则(征求意见稿)》公开征求意见 7月4日,中国人民银行发布关于《人民币跨境支付系统业务规则(征求意见稿)》公开征求意见的通 知。《业务规则》明确了CIPS参与者的账户管理、注资、资金结算等详细流程。随着CIPS功能和服务 的持续优化,有必要调整《业务规则》相关内容,仅对参与者业务行为提出原则性要求,确保规范性文 件的前瞻性和科学性,有效适应CIPS业务发展和功能升级的需要。 NO.2 国家发展改革委与巴西有关部门签署合作文件 巴西当地时间7月5日晚,在中巴两国领导 ...
美国得州洪灾已造成至少79人死亡;对等限制!商务部发声;蔚来李斌:钱都亏在明处,财报非常干净;小米YU7正式交付!雷军和车主现场合影丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-07-06 21:45
Group 1 - China's Ministry of Commerce announced reciprocal restrictions on medical device imports from the EU, citing ongoing barriers to Chinese companies in EU public procurement [5] - Over 5,400 individuals have been repatriated as part of a joint crackdown on telecom fraud by China, Myanmar, and Thailand, demonstrating significant law enforcement cooperation [5] - Hong Kong's IPO market is experiencing a surge, with 42 IPOs completed in the first half of 2025, raising over HKD 107 billion, marking a 22% increase compared to the previous year [6] Group 2 - The total box office for the summer film season in 2025 has surpassed RMB 2.5 billion as of July 6 [7] - NIO's CEO Li Bin highlighted the company's focus on technological innovation, with cumulative R&D investments reaching RMB 60 billion, despite reporting significant losses [10][11] - Spring Airlines experienced a two-hour delay on a flight due to a temporary mechanical failure causing fuel leakage, emphasizing the importance of equipment maintenance in the aviation sector [12] Group 3 - China's three major telecom operators have restarted eSIM services after a two-year hiatus, focusing initially on IoT and smart wearable devices [14] - A significant recall of over 1.2 million power banks by Romoss and Anker due to safety concerns related to battery quality has raised consumer awareness about product safety [15]
工信部规划700号段:给个人信息上“安全锁”
Bei Jing Shang Bao· 2025-07-06 15:57
Core Viewpoint - The Ministry of Industry and Information Technology has launched a pilot program for number protection services, utilizing the 700 number range to enhance user privacy and security in communications [1][4]. Group 1: Issues Addressed - The rise of personal information leaks has led to increased concerns over privacy, with users frequently receiving unsolicited marketing calls and facing risks of fraud due to the misuse of their phone numbers [2]. - The number protection service aims to mitigate these issues by providing users with temporary "privacy numbers" for various scenarios, such as food delivery and ride-hailing, thereby concealing their real phone numbers [2][3]. Group 2: Challenges in Implementation - Despite initial attempts by leading companies in delivery, e-commerce, and ride-hailing to use "intermediate numbers," challenges remain, including user confusion over distinguishing between real and intermediate numbers, which can facilitate fraud [3]. - The lack of unified technical standards and service norms among different stakeholders complicates the implementation of number protection services, leading to potential compatibility issues and service disruptions [3]. Group 3: 700 Number Range Benefits - The introduction of the 700 number range provides a clear distinction from regular phone numbers, allowing users to easily identify calls related to number protection services, thus enhancing their willingness to answer [4]. - The 700 number range is expected to meet the substantial demand for number resources in sectors like delivery and ride-hailing, supporting the long-term development of number protection services [4]. Group 4: Development Strategy - The Ministry of Industry and Information Technology has outlined a systematic approach for the pilot program, including a three-month preparation phase, a three-month transition phase, and a two-year formal pilot phase to ensure smooth implementation [5][6]. - The program emphasizes compliance, risk prevention, and the establishment of clear responsibilities among service providers, telecom operators, and users to protect user rights and enhance service quality [5][6]. Group 5: Future Outlook - The number protection service is anticipated to foster a healthier and safer information communication environment, addressing public concerns over personal information protection and contributing to the growth of new economic activities [6].
阿联酋侨社举办防范电诈专题宣讲会
人民网-国际频道 原创稿· 2025-07-06 13:30
阿联酋上海总商会暨同乡会会长成富强表示,"反诈是门必修课,筑牢防线守好责"。组织本场座谈 会的目的,就是要让在阿华侨华人深刻认识到反诈工作的重要性,提高反诈意识和能力,共同筑牢防范 诈骗的坚固防线。 最后中国驻迪拜总领事馆领事杨涛表示,希望海外华侨华人在今后的生活中能做到"三不一多"—— 不轻信、不透露、不转账,遇事多核实,守护好财产安全,同时成为反诈的宣传员、预警哨和守门人, 携手构建海外反诈"共同体"。 电信诈骗中,金融账户是诈骗的主要目标之一。来自交通银行迪拜国际金融中心分行的代表介绍了 海外华侨华人经常涉及的跨境付款、换汇、跨国业务等方面的防范策略与建议。中国移动国际中东与北 非区域分公司的代表介绍了阿联酋央行提示的六类常见电诈场景,并通过典型案例详细讲解了如何在阿 联酋本地识别和防范电信网络欺诈。 据介绍,2023年,44%的阿联酋企业经历了与网络攻击或数据泄露相关的欺诈事件,每年大约有 16.6万人受到电信网络诈骗的影响,造成经济损失高达7.46亿美元。 人民网迪拜7月6日电 (记者管克江)由阿联酋上海总商会暨同乡会主办、中国驻迪拜总领事馆支 持的防范网络电信诈骗专题宣讲会4日在阿联酋上海会议中心 ...
固定收益周报:关注股债性价比何时重回偏向债券-20250706
Huaxin Securities· 2025-07-06 11:04
1. Report Industry Investment Rating The document does not provide the industry investment rating. 2. Core Viewpoints of the Report - The Chinese economy is in a marginal de - leveraging process. The growth rate of the real - sector debt is expected to decline, and the government aims to stabilize the macro - leverage ratio. The large - scale debt resolution is beneficial for the overall economy [1][17]. - In the short term, the stock - bond ratio may fluctuate, but in the long run, it tends to favor bonds. The stock style tends to favor value stocks, and the bond configuration window is open, but the trading space is limited [16][22]. - During the de - leveraging cycle, the stock - bond ratio favors equities to a limited extent, and value stocks are more likely to outperform. The recommended investment portfolio includes the Dividend Index (40% position), the Shanghai 50 Index (40% position), and the 30 - year Treasury Bond ETF (20% position) [7][16][23]. 3. Summary by Relevant Catalogs 3.1 National Balance Sheet Analysis - **Liability Side**: In May 2025, the real - sector debt growth rate was 8.9%, down from 9.0% previously. It is expected to decline to around 8% by the end of the year. The government debt growth rate is expected to rise to 15.3% in June and then decline to around 12.5% by the end of the year. The money market has been loosening recently, but it is unlikely to remain so [1][17][18]. - **Asset Side**: The physical volume data in May was weaker than in April. The annual nominal economic growth target is around 4.9%. It remains to be seen whether this will be the central target for the next 1 - 2 years [5][19]. 3.2 Stock - Bond Ratio and Stock - Bond Style - Last week, the money market continued to loosen. The stock market was bullish, and the bond market was stable. The stock - bond ratio favored stocks, but the equity style shifted to value stocks. The short - and long - term bond yields were relatively stable [6][21]. - In the long run, during the de - leveraging cycle, the stock - bond ratio favors bonds, and the equity style favors value stocks. Currently, long - term bonds have a slightly higher cost - performance ratio than value - type equity assets [7][22]. 3.3 Industry Recommendation 3.3.1 Industry Performance Review - This week, the A - share market rose, with the Shanghai Composite Index up 1.4%, the Shenzhen Component Index up 1.25%, and the ChiNext Index up 1.5%. Among the Shenwan primary industries, steel, building materials, banks, pharmaceutical biology, and comprehensive sectors had the largest increases, while computer, non - bank finance, beauty care, transportation, and commercial retail sectors had the largest declines [28]. 3.3.2 Industry Crowding and Trading Volume - As of July 4, the top five crowded industries were electronics, computer, pharmaceutical biology, power equipment, and machinery equipment, while the bottom five were comprehensive, beauty care, petroleum and petrochemical, coal, and real estate. - This week, the top five industries with increased crowding were pharmaceutical biology, public utilities, electronics, machinery equipment, and building materials, while the top five with decreased crowding were non - bank finance, computer, banks, national defense and military industry, and automobiles. - The average daily trading volume of the whole A - share market slightly decreased compared to last week. Steel, building materials, agriculture, forestry, animal husbandry, and fishery, pharmaceutical biology, and coal had the highest trading volume growth rates [30][31]. 3.3.3 Industry Valuation and Earnings - This week, among the Shenwan primary industries, steel, banks, building materials, pharmaceutical biology, and media had the largest increases in PE(TTM), while computer, non - bank finance, beauty care, transportation, and commercial retail had the largest declines. - As of July 4, 2025, industries with high 2024 full - year earnings forecasts and relatively low current valuations compared to history included coal, petroleum and petrochemical, transportation, beauty care, and consumer electronics [35][37]. 3.3.4 Industry Prosperity - **External Demand**: It generally recovered. The global manufacturing PMI rose from 49.5 to 50.3 in June, and most major economies' PMIs increased. The CCFI index decreased by 1.92% week - on - week. Port cargo throughput increased. South Korea's export growth rate rose from - 1.3% in May to 4.3% in June, and Vietnam's export growth rate slightly decreased from 21% in April to 20.7% in May [39]. - **Domestic Demand**: The second - hand housing price remained flat last week, and quantity indicators showed mixed trends. Highway truck traffic increased. The capacity utilization rate of ten industries rebounded in May and continued to rise in June. Automobile trading volume was at a relatively high level in the same period of history, new - home trading volume was at a historical low, and second - hand home trading volume declined seasonally [39]. 3.3.5 Public Fund Market Review - In the first week of July (June 30 - July 4), most active public equity funds underperformed the CSI 300. As of July 4, the net asset value of active public equity funds was 3.55 trillion yuan, slightly down from 3.66 trillion yuan in Q4 2024 [55]. 3.3.6 Industry Recommendation - During the de - leveraging cycle, the stock - bond ratio favors equities to a limited extent, and value stocks are more likely to outperform. Dividend - type stocks should generally have three characteristics: no balance - sheet expansion, good earnings, and survival. - Based on these characteristics and the under - allocation situation in the public fund quarterly reports, the recommended A + H dividend portfolio includes 20 A + H stocks, and the A - share portfolio includes 20 A - share stocks, mainly concentrated in industries such as banks, telecommunications, petroleum and petrochemical, and transportation [9][59].
32543.6亿元、9200.5亿元,增长、活跃!“关键词+数据”透视经济活力
Yang Shi Wang· 2025-07-06 03:33
央视网消息:从最新发布的数据中,感知中国经济活力。 2025年前5个月:我国服务贸易同比增长7.7% 1—5月,旅行服务继续快速增长,进出口达9200.5亿元,增长12.2%,为服务贸易第一大领域。 科技创新与制造业高质量发展加快推进 其中,其他商业服务、电信计算机和信息服务进出口规模较大,有效助推经济增长和产业结构升级。 国家税务总局公布的最新数据显示,2025年1—5月,支持科技创新和制造业发展的主要政策减税降费及退税达6361亿元。 6月份中国大宗商品价格指数继续回升 商务部最新数据显示,前5个月,我国服务进出口总额32543.6亿元人民币,同比增长7.7%。其中,出口14033.7亿元,增长15.1%;进口18509.9 亿元,增长2.7%。 服务贸易稳步增长的同时,结构进一步优化。1—5月,知识密集型服务进出口12492.7亿元,增长5.0%。 增值税发票数据显示,1—5月,高技术产业销售收入同比增长14.2%,明显快于全国总体增速。 1—5月,我国制造业企业销售收入同比增长4.2%。其中,数字产品制造业、高技术制造业销售收入均保持两位数增长。 中国物流与采购联合会7月5日公布,6月份,中国大宗商品 ...
江苏“百日千万”招聘助毕业生“职”达未来
Xin Hua Ri Bao· 2025-07-05 23:24
Group 1 - The "Hundred Days and Millions of Recruitment Special Action" job fair for college graduates was held in Nanjing, attracting over 1,000 graduates seeking job opportunities [1] - More than 130 employers participated in the offline event, offering over 2,200 job positions across various fields, including software engineering, intelligent construction, computer science, and elderly care [1] - The online recruitment through the "Just in Jiangsu" smart employment service platform reached an impressive 100,000 visits [1] Group 2 - The elderly care recruitment section featured 64 medical and elderly care service institutions, providing over 1,000 job positions with an average monthly salary exceeding 4,000 yuan [1][2] - Young professionals are encouraged to enter the elderly care industry, which is seen as a sunrise industry, but there is a need for patience and dedication to thrive in this field [2] - The event included seven employment and entrepreneurship service areas, offering comprehensive support such as policy briefings, career guidance, resume diagnostics, live job broadcasts, AI interviews, skills training, and entrepreneurship guidance [2] Group 3 - The Jiangsu Provincial Human Resources Department plans to focus on job-seeking college graduates and youth by organizing targeted recruitment activities, implementing a "1131" service initiative to provide personalized support [3]
湖北谷丰通讯有限公司成立,注册资本1000万人民币
Sou Hu Cai Jing· 2025-07-05 11:48
Core Viewpoint - Hubei Gufeng Communication Co., Ltd. has been established with a registered capital of 10 million RMB, fully owned by Hubei Guga Communication Co., Ltd. [1] Company Summary - The legal representative of Hubei Gufeng Communication Co., Ltd. is Gao Yong [1] - The company is registered in Wuhan, Hubei Province, specifically at the China Optics Valley Technology Conference Center [1] - The business scope includes sales of mobile terminal devices, communication equipment, office equipment, daily necessities, household appliances, furniture, internet devices, optical communication equipment, electronic special equipment, integrated circuits, smart instruments, and various other technology and service offerings [1] Industry Summary - The company operates within the information transmission, software, and information technology services industry, specifically in telecommunications, broadcasting, television, and satellite transmission services [1] - The company is classified as a limited liability company with a natural person investment or holding [1] - The business registration is valid until July 4, 2025, with no fixed term thereafter [1]
15位号码要来了:工信部出手,人人都能用上!
猿大侠· 2025-07-05 04:49
Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has initiated a pilot program for number protection services to reduce the risk of personal information leakage, particularly in sectors like express delivery, food delivery, and ride-hailing [1][15]. Summary by Sections Number Protection Service - Number protection service involves assigning temporary numbers (referred to as "intermediate numbers" or "privacy numbers") to users, allowing them to communicate without revealing their real phone numbers [2][3]. Application in Various Services - In ride-hailing, drivers and passengers communicate through a temporary number assigned by the platform, keeping their actual phone numbers hidden [4]. - In e-commerce, platforms generate a temporary number to conceal the actual phone number of the recipient during order fulfillment and delivery [5]. - For food delivery, a temporary number is created to hide the consumer's phone number from merchants and delivery personnel [6]. Challenges Encountered - Initial implementations faced issues such as inconsistent formats for intermediate numbers, leading to user confusion about whether they were receiving calls from a temporary or actual number [7]. - Some companies misused the service by using real phone numbers as intermediate numbers for marketing calls or even fraudulent activities [8]. Introduction of 700 Numbers - The MIIT has designated the 700 number as a dedicated code for number protection services, which is distinct in length and format, making it easier for users to identify [9][10]. - The 700 number system is designed to meet the future demand for billions of code resources in sectors like express delivery and ride-hailing [11]. User Experience and Communication - Users can opt-in for number protection services when using internet platforms, and calls made using the 700 number will not reveal the user's actual number [12][13]. - The communication process remains unaffected, as both parties will see the intermediate number during calls and messages [13]. Pilot Program Timeline - The pilot program consists of three phases: a three-month preparation phase, a three-month transition phase, and a two-year formal pilot phase, after which the 700 number will be fully utilized for number protection services [14]. - The 700 number is prohibited from being used for commercial marketing calls or messages, with strict management and monitoring by the MIIT to prevent misuse [14]. Conclusion - The introduction of the 700 number is expected to enhance user experience by providing convenient services while better protecting personal phone number information and reducing the risk of information leakage [15].