越通社9月30日报道，越南副总理阮志勇9月29日签发《鼓励私营企业参与电信基础设施及其他国家数字 化转型服务设施建设计划（至2030年）》政府令。 发展基于4G/5G移动网络的广域物联网连接基础设施，覆盖工业园区、产业集群、高新技术区和智慧城 市，确保基础设施同步部署，满足大规模物联网设备接入需求，吸引私企投资开发物联网平台、解决方 案和应用，服务数字化转型。 电信企业将推出专用资费套餐，提供应用程序接口和必要技术支持工具，方便私企高效管理移动物联网 连接。 为完善技术基础设施、加强私企与国有企业协同，将重点推动以下工作： 在工业园区、产业集群、高新技术区、大城市及具备数字经济发展潜力区域扩大5G移动网络覆盖，并 尽快推广至全国，实现高速率、高可靠、低时延连接，为发展物理—数字融合基础设施创造条件。 发展新型陆地光缆和国际海底光缆，提升国际连接能力，确保路由冗余、安全和多样化，力争使越南在 区域国际连接的数量、容量和质量方面跻身领先国家行列，增强在吸引大型数据中心、人工智能数据中 心和云计算外资方面的竞争优势。 总体目标是吸引私企投资建设电信基础设施及其他服务于国家数字化转型的数字基础设施，重点布局具 有广阔 ...

三、电信业务使用情况 9月23日，工业和信息化部发布2025年前8个月通信业经济运行情况。前8个月，通信业呈现平稳运行态 势。电信业务量收保持增长，新型基础设施建设有序推进，5G、千兆、物联网等用户规模持续扩大， 移动互联网接入流量保持较快增势。 一、总体运行情况 电信业务收入保持正增长，电信业务总量较快增长。前8个月，电信业务收入累计完成11821亿元，同比 增长0.8％。按照上年不变价计算的电信业务总量同比增长8.8％。 二、电信用户发展情况 固定宽带接入用户规模稳步扩大，千兆用户数持续增加。截至8月末，三家基础电信企业的固定互联网 宽带接入用户总数达6.89亿户，比上年末净增1885万户。其中，100Mbps及以上接入速率的固定互联网 宽带接入用户达6.55亿户，占总用户数的95.2％；1000Mbps及以上接入速率的固定互联网宽带接入用户 达2.33亿户，比上年末净增2664万户，占总用户数的33.9％，占比较上年末提升3个百分点。 移动电话用户稳中有增，5G用户规模持续扩大。截至8月末，三家基础电信企业及中国广电的移动电话 用户总数达18.19亿户，比上年末净增2953万户。其中，5G移动电话用户达 ...

Core Points - Verizon Communications Inc. is in talks to acquire part of EchoStar Corporation's wireless spectrum assets, specifically the AWS-3 band licenses, which are crucial for 5G signal transmission [1] - The acquisition would position Verizon alongside AT&T and SpaceX in purchasing spectrum assets from EchoStar, which is under investigation by the FCC for slow deployment of wireless services [1] - EchoStar's AWS-3 spectrum assets have a book value of $9.8 billion, but the acquisition price by Verizon may not follow the same premium as recent deals by AT&T and SpaceX [1] Group 1 - Following the news of the talks, EchoStar's stock price surged by 15% in after-hours trading [2] - Another portion of the AWS-3 spectrum is set to be auctioned by the U.S. federal government next year [2] - EchoStar's CEO, Hamid Akhavan, indicated that the company is considering selling more wireless spectrum assets as part of a strategic shift away from building a comprehensive communication network [2] Group 2 - Akhavan stated that the company will eventually find suitable homes for its spectrum assets [3] - EchoStar previously acquired a significant amount of wireless spectrum in an attempt to become the fourth major telecom operator in the U.S. but is now shifting its strategy to a hybrid operating model for its Boost Mobile service, relying partially on AT&T's network [3]

商务部回应美商务部发布出口管制穿透性规则：将采取必要措施坚决维护中国企业的合法权益 国家发展改革委：支持民营企业等深度参与"人工智能+"行动在资金上持续在算力等领域发放"人工智能券" 现货黄金突破3800美元续创历史新高年内累计上涨超四成 国务院总理李强日前签署国务院令，公布《国务院关于修改〈中华人民共和国国际海运条例〉的决定》，自公布之日起施行。（新华社） 有记者问：美东时间2025年9月29日，美商务部发布出口管制穿透性规则，对被列入美"实体清单"等的企业持股超过50%的子公司追加同等出口管制制裁。 商务部新闻发言人表示，中方注意到有关情况。相关规则是美方泛化国家安全、滥用出口管制的又一典型例证。美方此举性质极其恶劣，严重损害受波及企 业的正当合法权益，严重冲击国际经贸秩序，严重破坏全球产业链供应链的安全稳定，中方对此坚决反对。中方敦促美方立即纠正错误做法，停止对中国企 业的无理打压。中方将采取必要措施，坚决维护中国企业的合法权益。（新华社） 商务部新闻发言人9月29日就日方将我多家实体列入出口管制"最终用户清单"事答记者问时说，中方对此坚决反对。中方敦促日方，立即停止列单中国企业 的错误做法。发言人表示 ...

Group 1: Policy and Financial Tools - The National Development and Reform Commission (NDRC) announced the implementation of a new policy financial tool with a total scale of 500 billion yuan, aimed at supplementing project capital [1] - The NDRC is working with relevant parties to expedite the allocation of these funds to specific projects [1] Group 2: Industry Growth Initiatives - Six departments, including the Ministry of Industry and Information Technology, jointly issued a plan to stabilize growth in the machinery industry, targeting an average annual revenue growth rate of approximately 3.5% from 2025 to 2026, with total revenue exceeding 10 trillion yuan [2] Group 3: Market Developments - A significant surge in A-share brokerage stocks was observed, with major firms like GF Securities and Huatai Securities hitting the daily limit, attributed to the sector's improving outlook and previous suppression [5] - Global investors are increasingly adding Chinese stocks to their portfolios, with hedge fund activity in China's stock market reaching its highest level in years, indicating a shift in perception towards investment opportunities in China [8] Group 4: Technology and Pricing Changes - The release of the DeepSeek-V3.2-Exp model, which incorporates a sparse attention mechanism, has led to a significant price reduction of over 50% for developers using the DeepSeek API [3] - CFM's report anticipates a price increase of over 10% for server eSSD and DDR5 in Q4, driven by low production capacity utilization and rising demand [14]

目前，继中国电信之后，中国移动、中国联通两家基础电信企业也已获得卫星移动通信业务经营资质， 可依法开展手机直连卫星等业务，深化应急通信、海事通信、偏远地区通信等场景应用，丰富通信服务 与产品供给。 在业务应用层面，中国移动积极拓展卫星固定宽带、卫星物联网、手机直连等业务，持续服务海洋宽 带、应急救援等市场；推进天通高轨卫星共享工作，携手中国时空依托北斗和5G网络，发布北斗短信 业务，取得终端生态拓展与用户规模发展的阶段性成果。(完) 中新社北京9月29日电 (记者 刘育英)记者29日从中国工业和信息化部获悉，中国工信部近日向中国移动 通信集团有限公司(以下简称中国移动)颁发卫星移动通信业务经营许可。中国移动"北斗+天通"双星卫 星通信正式迈入商业化运营新阶段。 近年来，中国移动从技术研究、试验验证、产业推进、商用探索、人才培养等全方位布局天地一体智能 通信技术，推动构建天地融合、一体化发展的新型信息基础设施。 此前，中国移动已面向全国开展北斗短信服务，此次获得卫星通信业务经营许可，标志着中国移动"北 斗+天通"双星卫星通信正式迈入商业化运营新阶段，全面构建"天地一张网"智能通信新格局。 ...

Domestic News - The National Development and Reform Commission (NDRC) announced a new policy financial tool with a total scale of 500 billion yuan, aimed at supplementing project capital. This initiative is part of efforts to enhance financial services for the real economy and promote effective investment [1] - In the first eight months of 2025, the total profit of state-owned enterprises reached 27,937.2 billion yuan, reflecting a year-on-year decline of 2.7%. Meanwhile, the total operating income of these enterprises increased by 0.2% [2] - The Ministry of Water Resources reported that since the beginning of the 14th Five-Year Plan, 172 major water conservancy projects have commenced, contributing to the establishment of the world's largest and most comprehensive water infrastructure system, benefiting the largest population [3] Industry Developments - The NDRC plans to support various enterprises, including private ones, to participate in the "Artificial Intelligence +" initiative. This includes policy support for the development of domestic computing power model corpus and financial subsidies for AI services [2] - The Ministry of Industry and Information Technology issued a work plan for the mechanical industry, aiming for an average annual revenue growth rate of approximately 3.5% from 2025 to 2026, with a target revenue exceeding 10 trillion yuan [2] - The Ministry of Industry and Information Technology granted satellite mobile communication business licenses to China Mobile, allowing it to engage in satellite communication services, enhancing emergency communication capabilities [3] Market Overview - The Shanghai Composite Index rose by 0.9% to 3,862.53, while the Shenzhen Component Index increased by 2.05% to 13,479.43. The ChiNext Index saw a significant rise of 2.74% to 3,238.01 [7] - The onshore RMB appreciated by 139 points to 7.1204, and the offshore RMB increased by 165 points to 7.1216 [7]

Key Points A stock providing big dividend increases is a sign of a healthy company. This company is producing significant growth in cash flow and earnings power. Management is committed to returning billions of dollars to shareholders over the coming years. 10 stocks we like better than T-Mobile US › Many dividend growth stocks can offer shareholders paltry raises every year just to keep their streak of annual dividend increases alive. Finding a stock that can provide ample increases to its divid ...

下一步，工业和信息化部将深入贯彻落实党中央、国务院决策部署，统筹发展和安全，进一步优化卫星 通信市场准入，强化全链条监管与安全保障，促进我国卫星通信产业高质量发展，有力支撑网络强国、 航天强国、数字中国建设。（工信微报，德塔） 【#中国移动获卫星移动通信业务经营许可#】据工信微报9月29日消息，按照《关于优化业务准入促进 卫星通信产业发展的指导意见》有关部署，近日，工业和信息化部向中国移动通信集团有限公司（以下 简称中国移动）颁发卫星移动通信业务经营许可。 目前，继中国电信之后，中国移动、中国联通两家基础电信企业也已获得卫星移动通信业务经营资质， 可依法开展手机直连卫星等业务，深化应急通信、海事通信、偏远地区通信等场景应用，丰富通信服务 与产品供给。 ...

下一步，工业和信息化部将深入贯彻落实党中央、国务院决策部署，统筹发展和安全，进一步优化卫星 通信市场准入，强化全链条监管与安全保障，促进我国卫星通信产业高质量发展，有力支撑网络强国、 航天强国、数字中国建设。 本文编选自微信公众平台"工信微报"，智通财经编辑：冯秋怡。 按照《关于优化业务准入促进卫星通信产业发展的指导意见》有关部署，工业和信息化部近日向中国移 动通信集团有限公司(以下简称中国移动)颁发卫星移动通信业务经营许可。目前，继中国电信之后，中 国移动、中国联通两家基础电信企业也已获得卫星移动通信业务经营资质，可依法开展手机直连卫星等 业务，深化应急通信、海事通信、偏远地区通信等场景应用，丰富通信服务与产品供给。 智通财经APP获悉，据工信部9月29日消息，工业和信息化部近日向中国移动通信集团有限公司(以下简 称中国移动)颁发卫星移动通信业务经营许可。目前，继中国电信之后，中国移动、中国联通两家基础 电信企业也已获得卫星移动通信业务经营资质，可依法开展手机直连卫星等业务，深化应急通信、海事 通信、偏远地区通信等场景应用，丰富通信服务与产品供给。 原文如下： ...