Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has launched a new overseas call reminder service to help the public effectively identify overseas calls and messages, adding another layer of protection against telecom fraud [1] Group 1: New Services Introduced - The overseas call reminder service alerts users about the country or region of incoming overseas calls and messages, enhancing user awareness against potential fraud [1] - The MIIT's initiative is part of a broader effort to combat telecom fraud, which includes the introduction of several other anti-fraud tools [1] Group 2: Anti-Fraud Tools - The National Anti-Fraud Center APP provides efficient warning and deterrent notifications when users receive suspected fraudulent calls or messages, and allows users to report fraud leads [2] - The 96110 official warning hotline alerts users if they or their family members are experiencing telecom fraud and allows for consultation and reporting of suspected fraud [2] Group 3: Additional Features - The 12381 fraud warning SMS system offers real-time SMS alerts to potential fraud victims [3] - The nationwide mobile phone card "one certificate inquiry" service enables users to check the number of mobile phone cards registered under their ID, preventing identity theft [3] - The Cloud Flash Payment APP's "one-click card inquiry" feature allows users to manage their bank card information and mitigate risks of fraudulent card openings [3] - The "anti-fraud business card" addresses the issue of users mistaking police warning calls for scams by marking and alerting users about legitimate police calls [4] - The nationwide internet account "one certificate inquiry" function allows users to check the number of internet accounts linked to their phone number, helping to prevent unauthorized registrations [4]

Group 1 - The 2024 Saudi Chinese Enterprises Association Annual Meeting was held in Riyadh, attended by nearly 200 representatives from member units [1] - The meeting highlighted the achievements of the association in the past year and outlined the work plan for 2025, emphasizing the growing opportunities and responsibilities for Chinese enterprises in Saudi Arabia [1][2] - The association aims to enhance Sino-Saudi economic and trade cooperation, focusing on both traditional and emerging sectors [1] Group 2 - The number of Chinese enterprises in Saudi Arabia has exceeded 400, with nearly 100 registered regional headquarters [1] - The current phase of Sino-Saudi economic and trade cooperation is characterized by transformation and upgrading, with expanding depth and breadth of collaboration [2] - The Saudi Chinese Enterprises Association, established in March 2010, has become a key player in facilitating bilateral trade and supporting Chinese enterprises in Saudi Arabia [2]

6月18日，工业和信息化部组织中国信息通信研究院联合电信终端产业协会在京发布《未成年人个人信 息保护倡议》，旨在深入推进"护童计划"，守护未成年人健康成长。《倡议》提出5方面15条举措：一 是强化行业自律，压实保护责任。推动企业严格落实未成年人个人信息保护义务，定期开展自查评估， 接受社会监督。 ...

Core Insights - The telecommunications industry has entered a new phase of growth driven by 5G-A and AI applications, with major companies actively exploring commercial value across multiple scenarios [2] - Huawei's Vice Chairman Xu Zhijun emphasized the importance of identifying growth opportunities through changes in user demand and optimizing network services to meet these evolving needs [2][4] Group 1: Growth Opportunities - The number of global riders has increased from 30 million in 2020 to an expected 70 million by 2024, and is projected to reach 160 million by 2030, representing 5% of the global workforce [3] - Riders exhibit high communication needs, with their average monthly call duration (MOU) being four times that of regular users, and their average monthly data usage (DOU) being twice that of regular users [3] - The live streaming industry is also experiencing rapid growth, with the number of professional streamers increasing from 10 million in 2022 to an expected 50 million by 2024, and projected to reach 130 million by 2030 [4] Group 2: Network and Technology Development - Xu Zhijun outlined four effective paths to drive growth, including understanding changing demands, stimulating high-definition video traffic, connecting every vehicle with 5G, and utilizing FTTR to connect small businesses [4][5] - The challenge of stimulating high-definition video supply involves collaboration among operators, OTT content providers, and device manufacturers to enhance user experience and increase revenue [5] - The current penetration of 5G in connected vehicles is only 30%, primarily due to high IPR costs and T-Box prices, indicating a need for industry collaboration to address these issues [6] Group 3: AI and 5G-A Network Expansion - The global rollout of 5G-A networks is accelerating, with over 50 networks expected to be commercially available this year, covering more than 300 cities [6] - The shipment of AI-enabled devices has surged, with AI smartphone shipments reaching 360 million units, and 70% of new devices featuring native AI capabilities [6]

Core Insights - The GSMA 2025 MWC Shanghai focuses on four key themes: 5G integration, AI+, industry interconnectivity, and empowerment interconnectivity [1] Group 1: Market Dynamics - The telecom market has entered a mature phase, but it is experiencing a critical period of demand transformation and technological iteration [3] - Identifying growth opportunities from changing user demands is essential for the industry [3] Group 2: User Demand Insights - The number of global delivery riders is projected to increase from approximately 30 million in 2020 to 70 million by 2024, and is expected to reach 160 million by 2030, representing 5% of the global workforce [3] - Delivery riders exhibit a Monthly Average Usage (MOU) ten times that of average users, and their Daily Average Usage (DOU) is twice that of ordinary users, making them a high-value user group for telecom operators [3] - The global number of streamers is expected to grow from about 10 million in 2022 to 130 million by 2030, accounting for 4% of the global workforce [3] Group 3: Video Ecosystem Development - High-definition video is valuable for enhancing consumer experience and increasing operator traffic, yet only 22% of mobile video traffic currently consists of 1080P or higher resolution [4] - Collaboration across the entire value chain, including operators, OTT content providers, and device manufacturers, is necessary to unlock the potential of high-definition video traffic [4] Group 4: Smart Connected Vehicles - By 2025, it is projected that 30% of passenger cars sold in China will feature 5G connectivity, increasing to 95% between 2026 and 2030 [6] - The automotive sector's reliance on autonomous perception and decision-making necessitates independent connectivity for both the cabin and the vehicle [6] - Challenges such as 5G IPR issues and varying user experiences need to be addressed collaboratively within the mobile communications industry [6] Group 5: Empowering Small Businesses - The digitalization and smart transformation of 500 million individual businesses create new demands for broadband networks [6] - The FTTR (Fiber to the Room) solution can provide comprehensive coverage and improve network quality for small businesses, facilitating their digital upgrades [6]

（原标题：华为徐直军：电信市场已步入成熟阶段 运营商可抢抓四大增长机遇） 6月18日，被誉为"全球移动通信行业发展风向标"的2025世界移动通信大会(上海)(简称"MWC上海")拉 开帷幕。 会上，华为副董事长、轮值董事长徐直军在主旨演讲中指出，当前电信市场已步入成熟阶段，但"成 熟"并不意味着停滞，而是需求裂变与技术迭代的交织期。 徐直军认为，产业链需从"成长性"这一原点出发，精准捕捉新兴群体的差异化需求、终端形态的多元化 演进以及用户行为的动态迁移，将"成长性需求"转化为行业增长的核心引擎。 比如，外卖市场。徐直军认为骑手是快速增长的新高价值用户。2020年，全球骑手数量为3000万，2024 年是7000万，预计到2030年全球骑手数量可以达到1.6亿；对于运营商的增长价值来说，骑手的ARPU （每用户平均收入）是普通用户的1.6倍。 直播市场也如此。近年来，全球职业直播数量快速增长，全球职业主播的数量到2030年预计可达1.3 亿，其ARPU是普通用户的4倍。"我们可以看到更多新用户群体、新终端、新应用以及新用户行为在快 速发展。"徐直军说。 另外，智能汽车领域，徐直军表示："2025年5G车联网的占 ...

Core Viewpoint - The telecommunications industry is facing growth challenges despite being in a stable development phase, and exploring new growth paths is a key topic at the MWC Shanghai 2023 [1] Group 1: Growth Trends - The first growth trend is to understand changes in user demand, with emerging professions like delivery riders and streamers driving potential growth. The global number of riders is expected to increase from approximately 30 million in 2020 to 70 million by 2024, and reach 160 million by 2030, accounting for 5% of the global workforce [1][2] - The second growth direction involves enhancing the supply and consumption of high-definition video traffic through system engineering. Currently, only 22% of mobile video traffic is 1080P or higher, indicating a significant gap in consumption [4] - The third growth opportunity lies in the connected vehicle market, with 5G connectivity expected to reach 30% by 2025 and gradually increase to 95% from 2026 to 2030. The industry needs to address the different connectivity needs of vehicles and their cabins [4] - The fourth growth trend focuses on connecting individual businesses through FTTR technology, which addresses the new demands for digitalization and intelligence among the 500 million individual businesses globally [5] Group 2: Industry Insights - China maintains a leading position in mobile communications, with the GSMA report indicating that operators are deeply integrating AI technologies and leveraging 5G networks to create customized enterprise-level intelligent solutions [5] - By 2030, the number of mobile internet users in China is projected to grow from 1.17 billion in 2024 to 1.22 billion, with a penetration rate increasing from 80% to 84%. The contribution of mobile technology and digital transformation to the Chinese economy is estimated to be $2 trillion, accounting for 8.3% of GDP [5]

除骑手和直播外，他认为："还有电竞、高铁办公以及地铁等场景，这些用户行为和特征的快速发展带 来了新的需求，对网络和运营商的产品及服务都带来了挑战，如何抓住成长性需求以及重新定义网络的 体验，是我们驱动增长的一个关键和有效路径。" 第二，激发高清视频流量供给和消费。徐直军称，高清视频的价值是确定的，为消费者带来观看体验提 升，为运营商带来流量提升，还能为OTT（互联网公司越过运营商，发展基于开放互联网的各种视频及 数据服务业务）带来商业转化率提升，但消费的差距是明显的，当前移动视频流量中1080P及以上的占 比仅22%，供给的挑战也是多方面的。这需要运营商、OTT内容提供商、网络设备厂家、终端厂家共同 解决。 每经记者｜王晶 每经编辑｜杨夏 6月18日至20日，2025年世界移动通信大会·上海（以下简称2025MWC上海）正式拉开帷幕，本届大会 以"汇聚·连接·创造"为主题。此次展会，三大运营商、设备商华为和中兴通讯以及手机厂商等纷纷出席 活动，并带来新产品、新应用。其中，5G仍然是MWC的焦点话题。 当前，5G商用已经6年，在网络覆盖、终端、用户规模等方面发展迅速，电信市场已经进入相当稳定的 发展周期，整个业 ...

汇丰将中国移动A股评级从持有上调至买进，目标价142元人民币；将中国移动H股评级从持有上调至买 进，目标价107港元。 ...

Group 1 - SoftBank raised approximately $4.8 billion by selling shares of T-Mobile, which will support its ambitious AI initiatives [1] - The transaction involved selling 21.5 million shares at $224 each, representing a 3% discount from T-Mobile's closing price of $230.99 [1] - Following the announcement, T-Mobile's stock price fell 3.9% in after-hours trading, while SoftBank's stock rose 2.3% in early Tokyo trading [1] Group 2 - This sale is part of SoftBank founder Masayoshi Son's strategy to fund new ventures using profits from past successful investments, such as early bets on Alibaba [2] - The shares sold represent about 1.9% of T-Mobile's outstanding shares, with SoftBank holding 8.54 million shares, or 7.5% of T-Mobile, as of March 31 [2] - Deutsche Telekom is the largest shareholder of T-Mobile, holding a 59% stake [2] Group 3 - Bank of America acted as the exclusive bookrunner for this transaction [3]