Core Points - A recent incident involving a traveler, Mr. Li, highlighted issues with mobile service provider China Mobile's "protective shutdown" policy, which aims to prevent telecom fraud but can lead to significant inconveniences for users [2] Group 1: Incident Overview - Mr. Li experienced a "protective shutdown" of his mobile phone while returning from Nepal, leaving him unable to make calls or access payment methods [2] - The traveler was in a difficult situation, lacking local currency and minimal supplies, which exacerbated his predicament [2] Group 2: Customer Service Response - Upon contacting China Mobile's customer service, Mr. Li was informed that the shutdown was a precaution against potential telecom fraud [2] - The customer service representative provided three options for restoring service: visiting a nearby service center for identity verification, returning to Xinjiang for processing, or attempting online verification in a well-lit area [2] - Mr. Li's attempts to resolve the issue were unsuccessful due to local conditions, including power outages and darkness, which hindered online verification [2]

Core Viewpoint - China Mobile has officially launched the eSIM service reservation page, indicating the imminent arrival of a "cardless" mobile era [1] Group 1: eSIM Technology - eSIM, or embedded SIM card, is integrated directly into the device chip, eliminating the need for physical SIM card insertion or replacement [1] - The technology allows users to enjoy communication functions without the hassle of traditional SIM cards [1] Group 2: User Experience - Users in Changsha can reserve eSIM services through the China Mobile app and visit designated stores for processing [1] - This service aims to provide a more convenient and flexible communication experience for users [1] Group 3: Industry Leadership - China Mobile is committed to leading eSIM standards and building an industry ecosystem, actively participating in the GSMA eSIM international standard formulation [1] - The company is focused on domestic technology development for eSIM chips and operating systems, establishing a self-controlled technical system [1] - The goal is to create a safer, more reliable, and efficient eSIM usage environment, promoting the widespread adoption of eSIM technology [1]

Core Viewpoint - The telecommunications industry in China is experiencing growth in business volume and revenue, with a positive outlook for sectors such as optical communication, AI smartphones, and telecom operators [1][5]. Industry Performance - In September 2025, the telecommunications industry index underperformed the CSI 300 index, with a 0.96% increase compared to the CSI 300's 3.20% [2]. - From January to August 2025, the total telecommunications revenue reached 1,182.1 billion yuan, reflecting a year-on-year growth of 0.8% [2]. User Metrics - As of August 2025, 63.4% of mobile phone users were 5G subscribers, with a monthly data usage (DOU) of 20.87GB per user, up 14.3% year-on-year [2]. - The proportion of fixed broadband users with gigabit and above access reached 33.9% [2]. Market Trends - Retail sales of communication equipment in China increased by 7.3% year-on-year in August 2025 [3]. - Global smartphone shipments are projected to reach 1.22 billion units in 2025, with a 0.1% year-on-year growth [3]. - The penetration rate of AI smartphones is expected to reach 34% in 2025, driven by advancements in chip capabilities and model efficiency [3]. Export Data - In August 2025, China's optical module exports totaled 24.69 billion yuan, down 15.1% year-on-year [4]. - The export value of optical modules from Zhejiang and Guangdong provinces showed significant month-on-month increases of 68.2% and 24.0%, respectively [4]. Investment Recommendations - The telecommunications industry maintains a "stronger than market" investment rating, with a current PE ratio of 23.32, indicating favorable valuation levels [5]. - Key sectors to watch include optical communication, AI smartphones, and telecom operators, with specific companies recommended for investment [5]. - The anticipated growth in capital expenditure from major cloud providers and the increasing demand for optical devices in data centers are expected to drive the optical communication sector [5]. - AI smartphones are expected to enhance user experience and improve average selling prices and profit margins [5]. - Telecom operators are viewed as quality dividend assets, with potential for increased cash dividends and stable operational performance [5].

近日，有网友在社交平台发帖称，其从尼泊尔回国后，中国移动手机号遭"保护性关停"多天仍未恢复。10月16 日，南都N视频记者从中国移动新疆公司获悉，经核查，网友李先生使用的号码被系统判定存在风险导致关停。 日前公司已协助客户依法合规完成号码复通。对给客户生活带来不便，公司深表歉意。 "在此期间，我公司存在跨省协同不畅、主动服务意识不足等问题，给李先生生活带来不便，对此我们深表歉 意。"中国移动新疆公司在情况说明中表示。 此前，有网友在社交平台发帖称，其10月5日从尼泊尔经樟木口岸回国后，其新疆移动手机号被"保护性关停"，充 值200元仍无法恢复通信。 （文章来源：南方都市报） 网友在社交平台发帖。 中国移动新疆公司发布关于客户回国后手机号码"被保护性关停"的情况说明称，经核查，9月19日，李先生使用的 号码被系统判定存在风险导致关停。由于境外网络原因，公司发送的两条停机前提醒短信并未成功触达。10月5 日，李先生回国后拨打10086要求复通，因客户表示该号码非本人实名登记，客服无法为其完成在线视频复通。后 续至10月16日期间，公司多次与李先生沟通，客户确认自己为该号码实名登记人。日前，公司已协助客户依法合 规 ...

中国联合网络通信股份有限公司发布2025年半年度现金红利实施公告，本次利润分配以方案实施前的公 司总股本31,264,425,327股为基数，每股派发现金红利0.1112元（含税），共计派发现金红利 3,476,604,096.36元（含税）。 ...

Core Viewpoint - The article discusses a situation involving a customer, Mr. Li, whose mobile phone service was "protectively suspended" by China Mobile after returning from Nepal, highlighting issues in customer service and communication within the company [3][5]. Group 1: Incident Overview - On October 11, media reported that Mr. Li's phone was "protectively suspended" for 8 days after returning from Nepal, which sparked public interest [3]. - China Mobile formed a special team to investigate the incident after the media coverage [3]. - The suspension was triggered on September 19 due to a system risk assessment, and the customer did not receive prior warning messages due to network issues abroad [3]. Group 2: Customer Experience - Mr. Li faced significant difficulties during his return, including being unable to make calls or access funds, which left him in a desperate situation [5][6]. - The customer service informed Mr. Li that the suspension was a preventive measure against telecom fraud, and he was given three options to restore service, including visiting a local store or verifying online [6]. - Mr. Li expressed frustration over the inability to resolve the issue quickly, especially given the circumstances he was in, and requested temporary data access to manage his immediate needs [6]. Group 3: Company Response - China Mobile acknowledged shortcomings in cross-province coordination and proactive service awareness, which contributed to the inconvenience experienced by Mr. Li [3]. - The company has since assisted Mr. Li in restoring his phone service in compliance with regulations [3].

近日，中国联通、中国移动、中国电信先后官宣，已正式获得开展eSIM手机运营服务商用试验的批 复，并在全国上线eSIM手机办理业务。 事实上，早在2020年前后，华为、小米、苹果等品牌已陆续上线支持eSIM的智能设备，但因管理机制 与安全体系尚不健全，eSIM迅速成为部分电信诈骗案件的"温床"。分析指出，eSIM"'一卡多号'+远程 配置"的设计，易被不法分子钻漏洞。 如，某国曾发生大规模"养号"案件，犯罪集团租用云服务器批量生成虚拟eSIM身份，每个主账号下挂 载数十个子号码，用于群发刷单返利类诈骗信息。另外，eSIM技术的跨区域远程配置功能，使得诈骗 分子可以轻松地在不同国家和地区之间切换号码，增加了追踪和打击的难度。 例如，诈骗分子可以利用eSIM技术，在中国配置一个虚拟号码，然后在东南亚等地区进行诈骗活动。 后来，国内部分二手交易平台出现"代激活eSIM"灰色服务，卖家声称能绕过运营商审核为用户开通境 外号码，实则将这些号码打包卖给电信诈骗团伙用于跨境作案。 传统SIM卡被盗，至少还需要物理接触和更换，而eSIM的远程配置特性，一旦遭遇数字身份盗用，不法 分子可能无需接触设备，便能远程劫持用户的通信服务 ...

Core Points - China Mobile Xinjiang Company issued an apology regarding the "protective shutdown" incident involving a customer's phone after returning from abroad [1] - The shutdown was triggered by the system detecting risks associated with the customer's number on September 19 [1] - Due to overseas network issues, two warning messages sent prior to the shutdown did not reach the customer [1] - After the customer returned to China on October 5 and contacted customer service, the request for reactivation was initially denied due to the number not being registered in the customer's name [1] - Following multiple communications, the company confirmed the customer was indeed the registered owner and assisted in the lawful reactivation of the number [1]

Core Viewpoint - The incident involving a customer whose phone was "protectively shut down" after returning from Nepal has raised significant public concern, prompting the company to investigate and address the situation [1][2][5]. Group 1: Incident Details - On September 19, the customer's phone number was flagged as risky and subsequently shut down due to system detection [1]. - The customer, Mr. Li, experienced difficulties in restoring service upon returning to China on October 5, as he was unable to complete the necessary verification due to network issues and service availability [5][6]. - The company acknowledged shortcomings in cross-province coordination and service responsiveness during this incident, leading to customer inconvenience [1]. Group 2: Company Response - The company has formed a special team to investigate the incident and has communicated with the customer to confirm his identity as the registered user of the phone number [1]. - The company expressed gratitude for media and customer oversight and committed to improving service processes and response times to customer needs [1]. - The company reiterated its commitment to customer service by implementing ten service promises aimed at enhancing emergency response and overall service quality [1]. Group 3: Regulatory Context - The incident is linked to the enforcement of the Anti-Telecom Network Fraud Law, which mandates telecom operators to conduct re-verification of users flagged for suspicious activity [6]. - The company stated that the shutdown was a precautionary measure to protect users from potential fraud, with notifications sent prior to the action [5][6].

【#移动回应客户回国后手机被保护性关停#，#中国移动对客户手机被关停致歉#】10月16日，中国移动 新疆公司发布关于客户回国后手机"被保护性关停"的情况说明。全文如下： ‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍​ ...