证券日报网讯 8月13日晚间，华星创业发布公告称，公司于2025年8月13日召开2025年第一次临时股东 大会，审议通过了《关于修订的议案》。根据新修订的《公司章程》，公司不再设置监事会，监事会的 职权由董事会审计委员会行使，公司监事离任。 （编辑 姚尧） ...

Group 1 - The company Huaxing Chuangye announced the convening of its first extraordinary general meeting of shareholders in 2025 on August 13, 2025 [2] - The meeting will review and approve multiple proposals, including the proposal for amendments [2]

Core Viewpoint - The company, Huaxing Chuangye, clarified that it primarily provides mobile communication technology services and does not engage in eSIM-related business [2] Company Summary - Huaxing Chuangye responded to investor inquiries on August 13, indicating its focus on mobile communication technology services [2]

Group 1 - The company Huaxing Chuangye announced the convening of its seventh board of directors' temporary meeting on August 13, 2025, following the effectiveness of the revised Articles of Association [2] - The meeting reviewed the proposal regarding the election of members for the seventh board's Strategy and Investment Committee [2]

Group 1 - The company has integrated its smart canteen platform with DeepSeek [2] - This integration was confirmed by the company on August 13 during an interaction with investors [2] - The inquiry about the integration was made by an investor on an investor interaction platform [2] Group 2 - The smart canteen platform is part of the company's offerings [2] - DeepSeek is likely a technology or service that enhances the functionality of the smart canteen platform [2] - The integration may indicate a strategic move to improve service delivery or operational efficiency [2]

Core Viewpoint - Jida Communication (300597.SZ) has stated on its interactive platform that the company does not have any products or technologies related to liquid cooling heat dissipation [1] Group 1 - The company confirmed the absence of liquid cooling heat dissipation products [1] - The statement was made in response to inquiries on the interactive platform [1]

Group 1 - The communication services sector increased by 0.34% on August 13, with Beiwai Technology leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] - Beiwai Technology's stock price rose by 10.04% to 12.60, with a trading volume of 2.2279 million shares and a transaction value of 2.699 billion yuan [1] Group 2 - The communication services sector experienced a net outflow of 115 million yuan from institutional funds and a net outflow of 239 million yuan from retail funds, while retail investors saw a net inflow of 354 million yuan [2] - The stock of Hengxin Oriental fell by 18.83% to 5.82, with a trading volume of 1.521 million shares and a transaction value of 888 million yuan [2] - Other notable declines included Century Dingli down 2.64% and Yuandao Communication down 2.38% [2]

Group 1 - The 2025 World Humanoid Robot Games will open on August 14 at the National Speed Skating Stadium in Beijing, serving as a platform for the integration of 5G-A and embodied intelligence [1][3] - The event features various simulated environments, including a running track, football field, factory warehouse, hospital pharmacy, and hotel, covering an area of 12,000 square meters [1] - The competition involves teams from over a dozen countries participating in 5V5 football test matches, highlighting the unique demands of "human + robot" events on communication networks [3] Group 2 - The event presents new service challenges for China Unicom, the global official partner, which is leveraging its all-optical network's ultra-low latency and AI computing power to create an intelligent event environment [4] - The venue is equipped with a 5G-A network that offers low latency, high uplink capacity, reliability, and extensive connectivity, aimed at supporting the unique requirements of the competition [4] - The event serves as a testing ground for the innovative application of "5G-A x AI," with plans to further integrate 5G-A networks with robotics to foster new scenarios and applications [5]

Investment Rating - The investment rating for the company is "Outperform the Market" [5][3][23] Core Views - The company achieved a steady revenue growth of 200.2 billion yuan in the first half of 2025, representing a year-on-year increase of 1.45%, with a net profit of 6.349 billion yuan, up 5.1% year-on-year [1][8] - The company's business structure continues to optimize, with significant growth in its computing power business, which generated 45.4 billion yuan in revenue, a 4.3% increase year-on-year, contributing to 26% of total revenue [1][20] - The company is focusing on enhancing shareholder returns, announcing an interim dividend of 0.11 yuan per share, a 16% increase year-on-year [2][23] Summary by Sections Financial Performance - In the first half of 2025, the company reported a revenue of 200.2 billion yuan, with a net profit of 6.349 billion yuan and a return on equity (ROE) of 3.75% [1][8] - The EBITDA margin decreased by 1.01 percentage points to 25.28% [1][8] Business Development - The company saw a net increase of 11.19 million mobile and broadband users, the highest in recent years, with "dual-gigabit" users accounting for 50% of the total [1][13] - The company is enhancing its cloud services and integrating AI capabilities, leading to improved market positioning and increased customer engagement [2][20] Capital Expenditure and Shareholder Returns - Capital expenditure for the first half of 2025 was 20.2 billion yuan, with a full-year plan of 55 billion yuan, indicating a continued decline in capital spending [2][13] - The company is committed to increasing shareholder returns, as evidenced by the planned dividend increase [2][23] Profit Forecast - The company forecasts net profits of 9.5 billion yuan, 10.1 billion yuan, and 10.9 billion yuan for 2025, 2026, and 2027 respectively, with corresponding price-to-earnings (PE) ratios of 18.1x, 17.0x, and 15.7x [3][4][23]

Group 1 - The latest stock price of China Mobile is 109.36 CNY, up 0.35% from the previous trading day, with a trading volume of 1.075 billion CNY [1] - China Mobile has achieved a breakthrough in 5G-A technology, completing the first nationwide test of 1120MHz ultra-wideband carrier aggregation, achieving a download speed of 11.13 Gbps for a single user [1] - The company plans to distribute a dividend of 2.75 HKD per share, totaling 59.432 billion HKD, which represents approximately 60% of its net profit of 84.2 billion CNY for the first half of the year [1] Group 2 - China Mobile will participate in the telecom service exhibition at the upcoming service trade fair in September, showcasing the results of large-scale 5G applications [1] - On August 12, the net inflow of main funds into China Mobile was 116 million CNY, while the cumulative net outflow over the past five trading days was 75.346 million CNY [1]