Core Points - China Mobile Xinjiang Company issued an apology regarding the protective shutdown of a customer's phone after returning to China, citing system risk assessment as the reason for the shutdown [1] - The company acknowledged communication issues, including the failure of two pre-shutdown reminder messages to reach the customer due to overseas network problems [1] - The customer faced difficulties in restoring service due to the number not being registered in their name initially, but the company has since assisted in the legal restoration of the number [1] - The company recognized internal issues such as poor cross-province coordination and insufficient proactive service awareness, which caused inconvenience to the customer [1]

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has launched a special action plan to develop a metropolitan "millisecond computing" network, aiming for a coverage rate of at least 70% by 2027, enhancing the efficiency and accessibility of computing resources across the country [1][3]. Group 1: Overall Strategy and Goals - The initiative focuses on developing a high-speed, low-latency metropolitan network that provides millisecond-level computing resource accessibility, with specific targets for interconnection and access times [4]. - By 2027, the plan aims to achieve less than 1 millisecond latency for interconnections between medium and large computing centers and less than 10 milliseconds for applications to computing centers [4]. Group 2: Action Content - The plan includes three main actions: 1. Promoting "millisecond interconnection" between computing centers, with a target of 50% deployment of 400Gbps connections by 2027 [5]. 2. Enhancing "millisecond access" to computing resources, aiming for a coverage rate of at least 70% for 1 millisecond latency circles by 2027 [5]. 3. Improving "millisecond accessibility" for applications, targeting a network latency of less than 10 milliseconds from application terminals to computing servers by 2027 [6]. Group 3: Implementation Requirements - Local communication management departments are tasked with selecting cities with high computing resource density and good network infrastructure to implement the action plan, with a maximum of three cities per province [7]. - A mid-term evaluation will be conducted one year after the action's initiation, requiring local departments to report network monitoring data to the national platform [7]. - At the end of the action period, a summary of the implementation will be required, with results evaluated and published by the MIIT [8].

【#中国移动回应男子回国手机号被停#】#男子回国发现手机号被停已恢复#中国移动新疆公司10月16日 通报：10月11日，媒体报道《男子从尼泊尔回国，手机遭"保护性关停"8天仍未恢复》，引发网络热 议。对此，我公司高度重视，迅速组建专项小组开展核查。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，我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，我们多次与李先生沟通，客户确认自己为该号码实名登记人。日前，我 们已协助客户依法合规完成号码复通。在此期间，我公司存在跨省协同不畅、主动服务意识不是等问 题，给李先生生活带来不便，对此我们深表歉意。衷心感谢媒体和广大客户对我公司客户服务工作的监 督。我们将进步落实"客户诉求，高效响应"等十项服务承诺，优化紧急情况服务流程，向客户提供更加 优质暖心的服务。（视频来源：纵览新闻） ...

Group 1 - The core issue revolves around a user, Mr. Li, whose mobile number was "protectively suspended" upon returning to China from Nepal, leading to significant inconvenience during his travels [1][3] - China Mobile Xinjiang stated that the suspension was due to a system-determined risk on September 19, and the user did not receive prior notifications due to overseas network issues [1] - After Mr. Li returned on October 5 and attempted to reactivate his number, he faced difficulties because the number was not registered in his name, despite later confirming his identity [1] Group 2 - The incident gained public attention as Mr. Li described his challenging experience of being stranded in harsh weather conditions without phone service, which left him feeling desperate and hungry [3] - China Mobile Xinjiang acknowledged internal issues such as poor cross-province coordination and insufficient proactive service, apologizing for the inconvenience caused to Mr. Li [1]

Core Insights - The three major telecom operators in China, China Telecom, China Mobile, and China Unicom, have received approval from the Ministry of Industry and Information Technology for the commercial trial of eSIM mobile services, marking the official launch of eSIM services across 31 provinces and regions in China [1][3] - The introduction of eSIM technology signifies a shift towards a "cardless era," where the functionality of physical SIM cards is integrated into the phone's internal chip, enhancing user convenience and potentially transforming the mobile industry [1][2] Impact on Mobile Industry - The removal of physical SIM card slots allows for more streamlined and compact phone designs, aligning with trends pursued by manufacturers like Apple and Huawei towards fully sealed devices [2] - eSIM technology will simplify the manufacturing process by eliminating the need for SIM card slots and related components, potentially affecting hundreds of small suppliers in the industry [2] - The integration of eSIM will lead to a redesign of mobile phone motherboards, enhancing the dominance of chip manufacturers like Qualcomm and MediaTek in communication control [2] Changes in Operator Dynamics - The activation and management of eSIMs through cloud services may diminish the traditional advantages held by telecom operators, as consumers will no longer need to visit physical stores [3] - Mobile manufacturers could gain more influence over the customer experience, potentially sharing user data with operators and altering the competitive landscape [3] - The transition to eSIM technology may facilitate easier number portability for users, prompting operators to focus more on service quality and transparency rather than customer retention through binding contracts [3] Regulatory Considerations - The cautious rollout of eSIM services in China highlights the need for a new regulatory framework to address data security and identity management, given the unique context of mobile numbers in China [4] - The transition from physical SIM cards to eSIMs poses significant challenges in terms of data security, necessitating robust mechanisms to prevent identity theft and data breaches [4] - The eSIM initiative is not just a technological advancement but also a critical step in the evolution of China's digital identity system, requiring a balance between convenience and security [4]

Core Viewpoint - Morgan Stanley expresses optimism about three major telecom operators due to attractive shareholder returns, healthy profit growth, and potential cloud service revenue growth driven by AI [1] Group 1: Company Recommendations - The top pick is China Telecom (00728) due to its largest exposure to cloud business and resilient traditional mobile and broadband services, with a target price of HKD 7.5 [1] - China Mobile (00941) and China Unicom (00762) have target prices of HKD 110 and HKD 12 respectively, both rated as "Overweight" [1] Group 2: Market Performance - Over the past three months, the stock prices of the three major telecom operators, including China Mobile, China Telecom, and China Unicom, have underperformed the Hang Seng Index [1] - The current dividend yields for China Mobile, China Telecom, and China Unicom are projected to be 6.3%, 5.4%, and 5.6% respectively, making them attractive [1] Group 3: Revenue Trends - The growth of traditional telecom service revenue in the third quarter has slowed compared to the second quarter, which is reflected in the recent weakness of stock prices [1] - Investors are advised to take advantage of the lagging stock prices for potential buying opportunities [1]

Core Insights - The article highlights the implementation of the "Smart Village Management Platform" in rural areas of Harbin, enhancing digital governance and community safety through advanced technology [1][2] - The platform connects government services with residents, allowing for efficient access to various administrative services via a WeChat mini-program, significantly reducing the workload of local officials [1] - The integration of security cameras and high-speed mobile networks aims to improve public safety and residents' sense of security and happiness in villages [1] Group 1 - The "Smart Village Management Platform" utilizes real-time monitoring through high-definition cameras, enabling remote access to village conditions via mobile networks [1][2] - The platform includes modules for convenience services such as "handy photo," supply-demand information, and one-card queries, facilitating easy access to government services for residents [1] - Security cameras are strategically placed at key locations, providing features like cloud broadcasting and real-time communication, enhancing local law enforcement capabilities [1] Group 2 - The "Cloud Broadcasting" feature allows village officials to disseminate information quickly, transforming text and messages into broadcast content, thus improving communication efficiency [2] - The system supports remote control of broadcasting, enabling village leaders to manage announcements and emergency notifications effectively [2] - The platform's capabilities contribute to the establishment of a more robust rural emergency response system, addressing various community needs [2]

Core Points - China Mobile Xinjiang Company issued a statement regarding the "protective shutdown" of a customer's phone after returning to the country, indicating that the shutdown was due to a risk assessment by the system [1] - The company noted that two warning messages sent before the shutdown did not reach the customer due to overseas network issues [1] - After the customer, Mr. Li, returned to China on October 5 and contacted customer service, the request for reconnection was initially denied because the number was not registered under his real name [1] - Following multiple communications between the company and Mr. Li, he confirmed that he was indeed the registered owner of the number, and the company assisted him in legally restoring the service [1]

Core Viewpoint - China Mobile Xinjiang responded to the recent controversy regarding users' phones being "protectively shut down" after returning to the country, clarifying the circumstances surrounding the incident [1] Summary by Relevant Sections Incident Details - On September 19, a user's phone number was flagged by the system as having risks, leading to its shutdown. Due to overseas network issues, two warning messages sent by China Mobile did not reach the user [1] - The user, Mr. Li, attempted to reactivate his number on October 5 but was unable to do so because the customer service could not verify his identity as the registered user [1] Company Response - China Mobile Xinjiang stated that they have communicated multiple times with Mr. Li, who confirmed that he is the registered user of the number. The company has since assisted him in legally and compliantly reactivating the number [1] - The company acknowledged issues such as poor cross-province coordination and insufficient proactive service awareness during this incident [1]

Core Points - China Mobile responded to the incident involving a customer, Mr. Li, whose phone was "protectively shut down" upon returning from Nepal, citing risk detection as the reason for the shutdown [1][3] - The company acknowledged issues in communication and service efficiency during the incident, leading to inconvenience for the customer [1] Group 1: Incident Details - Mr. Li's phone number was flagged for risk and subsequently shut down on September 19, with the company unable to deliver warning messages due to overseas network issues [1][3] - Upon Mr. Li's return on October 5, he was unable to reactivate his number due to it not being registered in his name, despite him being the actual registrant [1] Group 2: Regulatory Context - The incident aligns with the provisions of the Anti-Telecom Network Fraud Law, which mandates telecom operators to re-verify the identity of users flagged for potential fraud [3] - Operators are required to implement differentiated verification measures based on risk levels, with the authority to restrict or suspend services for non-compliance [3] Group 3: Company Response - China Mobile expressed regret for the inconvenience caused and committed to improving customer service and response efficiency [1] - The company plans to enhance its emergency service processes and uphold ten service commitments to better serve customers in the future [1]