Core Insights - The Ministry of Industry and Information Technology released the "2024 Annual Statistical Data of the Telecommunications Industry," providing a comprehensive overview of the development status of China's telecommunications industry across various dimensions such as telecom users, service usage, communication capacity construction, and service levels [1] Mobile Communication - As of the end of 2024, the total number of mobile phone users in China reached 1.79 billion, with a penetration rate of 127.1 mobile phones per 100 people, indicating a highly saturated mobile communication market [2] - Among the 1.79 billion mobile users, 1.01 billion are 5G users, while 670 million are 4G users, leaving 110 million users still on 2G/3G networks [2] - The net increase in 5G users in 2024 was 192 million, significantly lower than the previous year's increase of 256 million, while 4G users decreased by 113 million, also less than the prior year's decline of 164 million [2] Provincial Insights - Shanghai has the highest mobile phone penetration rate at 193.7 per 100 people, followed by Beijing (189.9) and Zhejiang (144.5), while Tibet has the lowest at 95.5 per 100 people [3] - The average national proportion of 5G users is 56.7%, with 14 provinces above this average, including Ningxia (63.6%), Hainan (62.1%), Qinghai (61.9%), and Tibet (60.5%); Shanghai has the lowest proportion at 47.8% [3] Fixed Broadband - The household internet broadband access penetration rate in China reached 115.9%, indicating saturation in the market [5] - The trend of "100M users decreasing while 1000M users increasing" has slowed down, with a net decrease of 9.22 million users in the 100M to 1000M category in 2024, and a net increase of 43.55 million users in the 1000M category, which is only 60% of the previous year's growth [5] - Guangdong, Jiangsu, Shandong, Henan, and Sichuan lead in the number of gigabit users, while Guizhou has the highest proportion of gigabit users in its overall user base, exceeding 40% [6] Internet TV and Fixed Line - Internet TV user growth shows significant regional differences, with eastern regions experiencing a decline while central and western regions continue to grow [8] - Fixed-line telephone users remain at 166.7 million, with Qinghai and Tibet having the highest penetration rates at 27.2 and 26.3 per 100 people, respectively [8] Business Usage - In 2024, the national mobile internet access traffic grew by 11.6%, with the northeastern region showing the highest growth at 19.1% [10] - Beijing leads in SMS business volume with 281.3 billion messages sent, followed by Guangdong (227.9 billion) and Henan (134.8 billion) [13] Infrastructure Development - As of the end of 2024, China had 12.645 million mobile phone base stations, with 7.112 million being 4G and 4.251 million being 5G [15] - The net increase in 4G and 5G base stations in 2024 was nearly equal, with 817,000 4G stations and 874,000 5G stations added [15]

Core Viewpoint - The Chinese government has issued a policy document aimed at enhancing the integration of the sports industry with the digital economy, which presents significant opportunities for companies like China Mobile's Migu to develop a digital sports content ecosystem [1][3]. Group 1: Policy and Industry Trends - The "31 Document" encourages the deep integration of the sports industry with the digital economy and the establishment of digital sports service platforms [1]. - The trend towards community-based digital sports content ecosystems is seen as a response to policy directives and a way to expand the potential of the sports industry [1][3]. Group 2: Migu's Initiatives - Migu has launched a new community system called "Migu Number" to connect creators, organizations, and clubs, shifting from pure traffic operations to fostering user engagement and identity [1]. - Migu's "Ten-Hundred-Thousand-Billion" plan aims to create a new digital sports ecosystem by leveraging a large consumer base, substantial resources, and traffic, focusing on nurturing sports content creators [3]. Group 3: Industry Collaborations and Expectations - Industry leaders express optimism about Migu's rich content offerings and its potential for innovation in sports IP, which could enhance fan engagement and content monetization [2]. - The upgrade of Migu's platform is viewed as a win-win for various stakeholders in the sports industry, enhancing content diversity and user engagement [2].

Core Viewpoint - Guangdong Mobile has established the world's largest wireless network, utilizing 5G-A technology to enhance user experiences across various scenarios, including high-speed trains, sports venues, and daily life, thereby setting a benchmark for digital infrastructure and public welfare in the region [1][2][10] Group 1: 5G-A Network Deployment - Guangdong is characterized by its dense population, active economy, and complex urban landscape, making it a challenging environment for wireless network deployment [2] - By 2025, Guangdong Mobile plans to cover 26 typical scenarios with 5G-A networks, including transportation hubs, subways, high-rise buildings, industrial parks, commercial complexes, and sports venues [2][3] - The deployment strategy focuses on "precise coverage" and "intelligent scheduling" rather than merely expanding the number of base stations [2][3] Group 2: Enhanced User Experiences - The introduction of 5G-A has transformed the travel experience on high-speed trains, eliminating previous connectivity issues and allowing for seamless video calls and online gaming [3][5] - Users can purchase a "5G-A high-speed train acceleration package," which provides enhanced network speed and priority access to popular apps [5][7] - In large sports venues, 5G-A enables thousands of spectators to share real-time updates and engage in video calls without network congestion, showcasing its capability to handle high-density and high-concurrency scenarios [5][7] Group 3: Integration of AI and 5G-A - Guangdong Mobile has launched the first 5G-A × AI flagship experience space, allowing users to explore innovative features such as AI call summaries and digital assistants [9] - The "Global通AI Rights Service Package" combines various premium services, reflecting the market demand for integrated technology and service offerings [9] - The capabilities demonstrated during the National Games highlight the potential of 5G-A as a foundational element for future smart cities, emphasizing its role in enhancing everyday digital experiences [9][10]

原标题：民有所呼我必有应｜河北联通"微服务"架起民心桥 近日，河北联通深入开展"民有所呼我必有应"主题服务活动，致力于将每一项细致的"萤火微光"般 的服务，汇聚成照亮客户的"璀璨星河"，以切实行动编织高效服务网络，铸就坚实沟通桥梁。 "微改造"汇聚"大温暖" "大娘，你瞅瞅，这'中奖链接'可千万甭点呐！"在张家口市沈家屯村，一场"数字反哺"温情课正在 上演。志愿者团队以"微科普"的形式下乡开展智慧助老活动，通过"本土化+情景化"的创新模式，为银 发群体架起跨越"数字鸿沟"的爱心桥梁，让科技温度浸润每一个微小的角落。 针对老人容易遭遇诈骗的情况，工作人员通过模拟"冒充公检法""保健品骗局"等12类高频场景，为 老人们定制了"方言版防骗口诀"。同时，协助老人安装反诈APP、开启来电拦截等功能，构建起"人文 关怀+技术防护"的双重保障，为老人们的财产安全保驾护航。 "微治理"筑牢"安全路" 邢台市内丘县西石河村地处丘陵地区，降雨时，雨水对道路两旁护坡冲击力强，且因多年失修，部 分路段护坡破损严重，给群众生产生活带来诸多不便。为解决此问题，河北联通驻村工作队充分发挥自 身优势，积极协调资源、制定科学维护方案，并组织施 ...

酸联全球 SAN CONTEMENCE CONFERENCE 商通未来 2025全球数商大会 Global Data Ecosystem Conference 2025 乘数无 . Suite in a dically and STERNET A 2000 2025年11月26日上午，上海国际会议中心将迎来一场聚焦企业出海的行业盛会——2025全球数商大 会"联接世界 通链全球"中国联通护航企业出海主题论坛。 核心亮点： 论坛主题 "联接世界 通链全球" 中国联通护航企业出海 政企大咖共探企业出海新路径 论坛将邀请全球专家、政府、业界代表和企业负责人，围绕企业如何探寻出海有效路径、构建多元化市 场格局进行研讨，共同解码中国企业出海战略，为出海企业提供更完善的服务及保障。 论坛信息： 关键细节抢先看 事项 举办时间 上海市数商协会 上海智慧城市发展研究院 上海市数字企业出海服务协会 2025年11月26日 上午 9:00-11:55 论坛地点 上海国际会议中心上海厅Ⅰ（上海市浦东新区滨江大道2727号） 中国联合网络通信有限公司上海市分公司 中国联通国际有限公司 协办单位 上海数据集团有限公司 支持单位 即刻报 ...

即刻报名： 锁定出海战略红利 2025年11月26日上午，上海国际会议中心将迎来一场聚焦企业出海的行业盛会——2025全球数商 大会"联接世界 通链全球"中国联通护航企业出海主题论坛。 核心亮点： 政企大咖共探企业出海新路径 论坛将邀请全球专家、政府、业界代表和企业负责人，围绕企业如何探寻出海有效路径、构建 多元化市场格局进行研讨，共同解码中国企业出海战略，为出海企业提供更完善的服务及保 障。 论坛信息： | 关键细节抢先看 事项 | 详情 | | --- | --- | | 论坛主题 | "联接世界 通链全球" | | | 中国联通护航企业出海 | | 举办时间 | 2025年11月26日 | | | 上午 9:00-11:55 | | 论坛地点 | 上海国际会议中心上海厅Ⅰ（上海市浦东新区滨江大道2727号） | | 主办单位 | 中国联合网络通信有限公司上海市分公司 | | | 中国联通国际有限公司 | | 协办单位 | 上海数据集团有限公司 | | 支持单位 | 上海市数商协会 | | | 上海智慧城市发展研究院 | | | 上海市数字企业出海服务协会 | 本次论坛面向出海企业负责人、数字化转型决策者 ...

Group 1 - The company expects to engage in daily related transactions with China Mobile Group and its controlled enterprises, with a total amount not exceeding 2.2 billion RMB for the year 2026 [1][2] - The company anticipates a maximum daily deposit limit of 800 million RMB with China Mobile Financial Company for financial services in 2026 [2][3] - The board of directors has approved the expected related transactions, which will be submitted for shareholder approval, with related shareholders abstaining from voting [2][12] Group 2 - The expected related transactions include sales of products and services related to information and communication technology, as well as network security products and services [7][12] - The pricing principles for these transactions will follow fair and reasonable market practices, ensuring compliance with market standards [7][12] - The company aims to strengthen its strategic cooperation with China Mobile Group through these transactions, promoting high-quality development and resource sharing [12][14] Group 3 - The company has a good relationship with China Mobile Group, which is a major telecommunications operator with strong financial capabilities [7][12] - The financial services provided by China Mobile Financial Company are expected to enhance the company's financial management and optimize cash flow [12][14] - The independent directors have reviewed and approved the expected related transactions, confirming that they do not harm the interests of the company or its shareholders [13][49]

Core Viewpoint - China Mobile Limited has announced the approval of daily related transactions with China Mobile Communications Group and China Tower Corporation for the year 2026, which do not require shareholder meeting approval, emphasizing that these transactions are essential for normal business operations and do not harm the interests of either party [2][3][15]. Group 1: Daily Related Transactions Overview - The daily related transactions have been approved by the company's board of directors, with independent non-executive directors confirming that these transactions are mutually beneficial and based on fair market principles [3][15]. - The expected transaction limits for 2026 with China Mobile Communications Group and China Tower exceed 0.1% of the company's latest audited total assets and are below 5% of the latest audited net assets, requiring board approval but not shareholder meeting approval [4]. Group 2: Transaction Details and Pricing Principles - Transactions with China Mobile Communications Group include communication facility construction services, network asset leasing, and telecommunication services, with pricing based on market rates determined through public bidding or similar standards [9][11][13]. - Transactions with China Tower involve engineering services, property leasing, and telecommunications services, with pricing also based on market rates or comparable services provided to third parties [13][14]. Group 3: Impact on the Company - The daily related transactions are designed to maximize efficiency and enhance the company's competitive edge, ensuring that they do not adversely affect the company's financial status or operational results [15].

在"东数西算"国家战略向纵深推进的关键期，中国电信内蒙古分公司聚焦"云改数转智惠"战略落地，在 量子安全传输、万卡算力承载两大核心领域实现重大突破：全国首条400G量子安全OTN专线成功开 通，智算机楼电力系统完成升级，在中国电信云计算内蒙古信息园内形成"安全+算力"的双重支撑。这 既为内蒙古夯实数字基础设施底座、高效承接国家级算力任务提供了关键保障，也充分彰显了中国电信 坚定履行建设网络强国、科技强国、数字中国和维护网信安全的使命责任。 该专线的核心突破在于首次实现OTN光传送网技术与量子加密技术的深度融合，推出业界首款400G量 子安全OTN专线产品，真正达成"大带宽传输"与"量子级安全"的有机统一。从硬件到协议，专线全面采 用全国产化芯片加速技术与国密算法，实现全链条自主可控，为政务、金融、能源等关键领域的敏感数 据传输构筑起坚固屏障。 该专线的技术优势集中体现在三方面：一是构建超融合架构，重构安全传输新范式；二是实现全栈国产 化，夯实自主可控根基；三是具备跨域调度能力，充分释放算力网络潜能。专线的开通不仅验证了全国 范围内跨区域调度大带宽量子加密专线的可行性，更为高安全需求行业提供了可规模化推广的解决 ...

Group 1 - China Telecom has integrated quantum technology into its strategic framework, achieving significant breakthroughs such as the world's largest quantum metropolitan network and over 6 million users of quantum secure communication [1] - The company has developed a distributed encryption system that combines Quantum Key Distribution (QKD) and Post-Quantum Cryptography (PQC) [1] - Under national laboratory guidance, China Telecom has established the "Tianyan-287" superconducting quantum computer, which is the most powerful in the country [1] Group 2 - The establishment of the "Central Enterprise Quantum Talent Innovation Space" is a major strategic initiative aimed at promoting quantum technology and industrial development [2] - The initiative focuses on collaborative innovation among state-owned enterprises, aiming to share research tasks, resources, and innovation outcomes [2] - The company plans to accelerate the transformation of research results into practical applications, creating a globally competitive open ecosystem for quantum technology [2] - A new talent mechanism will be implemented to enhance collaboration and establish a high-level quantum talent research zone [2]