2026.01. 08 本文字数：491，阅读时长大约1分钟 据澎湃新闻，近日，有媒体发视频爆料称，2026年1月7日，上海移动被穿有蓝色工作服的"员工"实名举报，称为创收逼迫员工上门断网。 1月8日16时许，"上海移动"官方微博回应称，近日，网上出现关于上海移动要求家宽装维人员"上门断网"的言论，公司高度重视，现将相关查证情况 声明如下： 上海移动从未以任何形式要求家宽装维人员以强迫客户报修的方式诱导办理业务，相关言论与事实严重不符。我们已正式向公安机关报案并获受理，将 保留进一步依法追究造谣者及恶意传播者法律责任的权利。感谢广大客户及社会公众对我们的关注与监督。 微博截图 微信编辑 | 雨林 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。 专用邮箱：bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 推荐阅读 "i茅台"连续4天秒空，批发价却再度跌破1499元，发生了什么？ l KWEICHOW W 4 op al (2) Go ...

新浪科技讯 1月8日下午消息，针对网传"上海移动为创收逼迫员工上门断网"一事，上海移动在官微发 布声明称，上海移动从未以任何形式要求家宽装维人员以强迫客户报修的方式诱导办理业务，相关言论 与事实严重不符。我们已正式向公安机关报案并获受理，将保留进一步依法追究造谣者及恶意传播者法 律责任的权利。 此前有媒体报道称，上海移动疑似被员工实名举报，称为创收逼迫员工上门断用户网络，如果宽带师傅 不配合，就开除或考核罚款威胁。 责任编辑：何俊熹 新浪科技讯 1月8日下午消息，针对网传"上海移动为创收逼迫员工上门断网"一事，上海移动在官微发 布声明称，上海移动从未以任何形式要求家宽装维人员以强迫客户报修的方式诱导办理业务，相关言论 与事实严重不符。我们已正式向公安机关报案并获受理，将保留进一步依法追究造谣者及恶意传播者法 律责任的权利。 此前有媒体报道称，上海移动疑似被员工实名举报，称为创收逼迫员工上门断用户网络，如果宽带师傅 不配合，就开除或考核罚款威胁。 责任编辑：何俊熹 ...

Group 1 - The core point of the article is the appointment of Zhang Wenqiang as the new chairman and general manager of China Telecom Quantum Group, highlighting his rapid career advancement and the importance of his leadership in the quantum technology sector [1][3]. - Zhang Wenqiang was previously the head of the Technology Innovation Department at China Telecom and has a strong technical background, having worked in various roles within the company since his early career [3]. - The China Telecom Quantum Group, established in 2023, is a key platform for the company's strategy in the quantum technology field and is currently positioned at a medium level of development among the group's subsidiaries [3]. Group 2 - Zhang Wenqiang's career trajectory shows a high frequency of position changes and a rapid promotion rate compared to his peers, indicating his comprehensive capabilities in network technology and enterprise management [3]. - Liu Ping, deputy editor-in-chief of the operator finance network, emphasizes the necessity of having a talent like Zhang Wenqiang to lead the China Telecom Quantum Group due to its critical role in the company's quantum technology initiatives [3].

来源：环球网 监督如何从"管理负担"变为"价值引擎"？如何让内部各单位从"被动应付检查"转向"主动发现问题"？中 国移动广西公司通过机制创新，系统推进理念重塑、责任重构、数智赋能和激励引导，探索出了一条激 发监督内生动力的有效路径。 理念重塑：树立"监督就是创效"新认知 "过去一谈监督检查，主责部门就认为是麻烦，不想被监督，更不想主动开展监督"。针对部分管理人员 存在"监督就是找茬""监督妨碍效率"等认识误区，导致监督工作有时面临"软抵抗"或"表面化"等情况， 中国移动广西公司从思想源头入手，通过常态化案例教育和专题研讨，大力倡导"发现问题就是成绩、 防控风险就是贡献、优化流程就是创效"的鲜明导向，推动监督理念从"管理负担"向"价值创造"根本转 变。 责任落地：每个业务环节都有"监督哨兵" 技术赋能：打造"数智单兵"降低监督门槛 面对海量业务数据和复杂流程，传统人工抽查方式效率低、覆盖面窄，让"主动监督"心有余而力不足。 中国移动广西公司创新实施"全媒体数智监督工程"，针对费用报销、采购招标、网络运维、客户服务等 重点领域，将制度条款转化为具体的"稽核规则"，开发系列轻量化、场景化的Python脚本和数据分析 ...

Core Viewpoint - Goldman Sachs expresses a positive outlook on the shift of Chinese telecom operators' capital expenditure from traditional telecom networks to artificial intelligence computing infrastructure and new business expansions, but notes that the growth of service and innovative businesses in the domestic telecom industry is under short-term pressure [1] Telecom Services - Future growth in telecom services is expected to stagnate due to a slowdown in 5G applications affecting both paying users and average revenue per user (ARPU) growth [1] - There is a positive outlook on the increase of value-added services, but the expansion of ARPU will depend on breakthroughs in artificial intelligence applications and functionalities to drive user traffic [1] Innovative Businesses - A long-term positive view is maintained regarding the revenue contribution from AI-related solutions and the growth of computing capital expenditure [1] - However, macroeconomic uncertainties are expected to lead companies to prioritize quality projects, which may impact short-term growth [1] Price Target Adjustments - Goldman Sachs has lowered the target price for China Telecom from HKD 7.9 to HKD 6 and for China Unicom from HKD 11.5 to HKD 8.8, with both ratings downgraded from "Buy" to "Neutral" [1] - The earnings forecasts for both companies for the next two years have been reduced by 6% to 7% [1]

每经记者｜郑雨航 每经编辑｜金冥羽 高涵 ① 【三大期指涨跌互现】道指期货涨0.08%、标普500指数期货跌0.13%、纳指期货跌0.28%。 ② 【稀土概念股走强】稀土概念盘前走强，Critical Metals涨超10%，MP Materials涨超3%，USA Rare Earth涨超2%。 ③ 【比特币跌至9.2万美元下方】行情显示，比特币跌至91988.3美元，过去24小时内跌1.63%；以太坊跌至3225.79美元，过去24小时内跌0.04%。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 记者|郑雨航 编辑|金冥羽 高涵 杜恒峰 ④ 【百度涨近1.5%】百度盘前涨近1.5%。消息面上，百度萝卜快跑获得迪拜首张完全无人驾驶测试许可，并将启动本地运营中心。 ⑤ 【生物制药公司Ventyx飙升65%】生物制药公司Ventyx盘前飙升65%，消息面上，据媒体报道，礼来接近达成以超10亿美元收购该公司的交易。 ⑥ 【Palantir通用人工智能发展撑起高估值，Truist看涨至223美元】尽管Palantir的估值处于较高水平，但鉴于其在推动政府和企业采用通用人工智能 ...

Core Viewpoint - The year-end bonus system in state-owned enterprises (SOEs) creates a perception of "back pay" due to the fixed salary cap established at the beginning of the year, which is linked to the company's economic performance and profit targets [2][4][20]. Salary Cap Management - The total salary budget is predetermined annually, encompassing all forms of employee compensation, including salaries, bonuses, and allowances [2][18]. - The salary budget is linked to the company's economic performance; if profits decline, the salary budget must also decrease [4][20]. - This budgetary constraint leads to conservative monthly payouts, with significant adjustments made at year-end based on confirmed performance metrics [5][20]. Performance Pressure in 2025 - The major telecom operators are facing significant performance pressures, with emerging business revenue growth slowing down from 22.2% in 2023 to 9.9% in 2024, and further stagnation expected in 2025 [6][22]. - EBITDA for China Mobile and China Unicom has shown rare negative growth, while China Telecom's growth rate has also declined, indicating reduced profitability [6][22]. - Management salaries have been cut, with China Mobile's key management compensation decreasing from 10.1 million yuan in 2022 to 9.29 million yuan in 2024, a reduction of approximately 8% [6][22]. Year-End Bonus Disparities - There is a significant disparity in year-end bonuses among employees, with reported bonuses ranging from 6,000 yuan to 150,000 yuan depending on position and location [7][23]. - For example, a graduate from Hunan Mobile received a total of 100,000 yuan, while a master's degree holder from Anhui received around 30,000 yuan [7][23]. - The differences reflect the complex internal distribution logic within the operators [9][25]. Hierarchical Influence on Compensation - The fixed salary cap means that higher-ranking employees receive a larger share of the total compensation pool, leading to substantial differences in bonuses based on job level [10][26]. - For instance, an employee in a lower position may receive only a fraction of what a higher-ranking colleague earns for similar contributions [10][26]. Departmental Impact on Bonuses - Not all departments within the telecom operators are equally valued; R&D departments are prioritized, with significant increases in R&D budgets for AI and cloud computing [12][28]. - Conversely, traditional communication roles are under pressure, with bonuses likely to decrease as these services decline [12][28]. Year-End Bonus as a Management Tool - Year-end bonuses serve as a management tool rather than just a reward, with a portion of the total salary budget allocated to performance-based bonuses linked to company performance metrics [29][34]. - This system allows for differentiated bonuses to incentivize and manage employee performance effectively [29][34]. Future Trends in Year-End Bonuses - The trend of bonus disparities is expected to continue, with traditional communication roles facing further reductions while positions in AI and computing may see increases [15][31]. - The success of the operators' transformation into digital service providers will directly influence the potential for year-end bonuses to become genuine incentives rather than mere compensatory payments [33].

中国地震台网正式测定：1月7日03时17分在新疆喀什地区塔什库尔干县（北纬37.58度，东经74.93度） 发生5.2级地震，震源深度10千米。地震发生后，中国移动通信集团新疆有限公司（以下简称"新疆移 动"）立即响应，第一时间启动地震应急通信保障预案，集结抢险队伍，实时监测网管及设备运行，全 力开展通信保障。 地震发生后，新疆移动迅速组织抢险力量，遵循"早发现、早报告、早处置"原则，实时监控网络运行状 态，确保通信畅通。截至发稿时，已累计出动应急保障车辆4辆、抢修人员8名，调动油机3台、卫星电 话1部，对震区干线线路和通信设施进行巡检。已完成1个干线机房、2个传输机房、4个基站机房的检 查，并排查光缆线路100公里。 本次地震震中预警范围内共有基站343个。地震导致7个站点机房停电，及时启动后备应急电源，其中2 个4G基站、1个5G基站退服，2G基站运行正常。经紧急抢修，退服基站已全部恢复运行。目前尚有4个 站点机房供电未恢复。 目前，各项通信保障与监测工作正有序推进。新疆移动将持续关注震区情况，对震区网络状态进行实时 跟踪，确保通信网络稳定运行。（白婷 汪欢） ...

Core Viewpoint - The article highlights the launch of the "TeleAI Top Talents" program by China Telecom's Institute of Artificial Intelligence, aimed at attracting and nurturing top-tier AI talent globally, with competitive compensation and resources to support core project development [7][22]. Group 1: Event Details - The 40th AAAI conference will take place from January 20 to 27, 2026, in Singapore, serving as a platform for AI technology exploration [5]. - The "TeleAI Top Talents" Night will be held on January 24, 2026, from 18:30 to 21:00 (UTC+8), providing an open platform for talent to engage with experts and scholars [10][9]. - The event location is approximately 1.7 kilometers from the Singapore Expo venue, accessible by a 15-20 minute walk or a 7-minute taxi ride [11]. Group 2: Program Highlights - The "TeleAI Top Talents" program aims to introduce and cultivate leading AI talent, offering competitive salaries and high-standard resources for project leadership [7][9]. - The event will feature discussions on customized training plans and competitive compensation for selected talents, along with participation from top experts in the field [9][15]. - Attendees will have the opportunity to explore career development and job opportunities at the TeleAI booth during the AAAI 2026 conference [20][21]. Group 3: Research and Development Focus - China Telecom's Institute of Artificial Intelligence (TeleAI) focuses on addressing national needs and building AI infrastructure, led by Professor Xuelong Li, a notable figure in the AI community [22]. - TeleAI is engaged in cutting-edge research areas such as AI Flow, generative intelligence transmission, and the development of a comprehensive model system that has been recognized as a significant national asset [23][24]. - The institute's research includes various AI applications, from generative technologies to AI safety and governance, ensuring alignment with human values and ethical standards [25].

Core Insights - The top three companies by Hong Kong Stock Connect shareholding ratios are China Telecom (71.63%), Gree Power Environmental (69.81%), and Da Zhong Public Utilities (68.41%) [1] - In the last five trading days, the largest increases in shareholding amounts were seen in China Merchants Bank (+2.22 billion), Industrial and Commercial Bank of China (+1.47 billion), and Agricultural Bank of China (+1.39 billion) [1] - The largest decreases in shareholding amounts during the same period were recorded for China Mobile (-2.62 billion), Tencent Holdings (-2.37 billion), and the Tracker Fund of Hong Kong (-1.56 billion) [1] Group 1: Shareholding Ratios - China Telecom (00728) holds 9.941 billion shares, with a shareholding ratio of 71.63% [1] - Gree Power Environmental (01330) has 0.282 billion shares, with a shareholding ratio of 69.81% [1] - Da Zhong Public Utilities (01635) possesses 0.365 billion shares, with a shareholding ratio of 68.41% [1] Group 2: Recent Increases in Shareholding - China Merchants Bank (03968) saw an increase of 2.22 billion in shareholding, with a change of 42.72 million shares [1] - Industrial and Commercial Bank of China (01398) increased by 1.47 billion, with a change of 237.38 million shares [1] - Agricultural Bank of China (01288) rose by 1.39 billion, with a change of 249.72 million shares [1] Group 3: Recent Decreases in Shareholding - China Mobile (00941) experienced a decrease of 2.62 billion, with a change of -31.85 million shares [3] - Tencent Holdings (00700) saw a reduction of 2.37 billion, with a change of -3.75 million shares [3] - Tracker Fund of Hong Kong (02800) decreased by 1.56 billion, with a change of -58.09 million shares [3]