Group 1 - The core viewpoint emphasizes the strategic role of the information and communication industry in Nanjing, focusing on enhancing competitive advantages and integrating into the city's economic development for high-quality growth [1] - By the end of 2025, the communication industry aims to establish over 49,000 5G base stations, achieving a density of 52 base stations per 10,000 people, which is the highest in the province [1] - The fixed internet broadband access ports are projected to reach 1,052,000, with 1,006,000 of those being fiber optic access ports and 235,600 ports for 10G passive optical networks [1] Group 2 - The initiative to promote 5G applications is part of the "Sailing City" project, which aims to drive technological innovation and industry integration, supporting the "Artificial Intelligence +" initiative and the development of a "6G City" [2] - Key industries have a 5G penetration rate exceeding 30%, with 862,700 5G IoT terminal connections and 239 5G industry virtual private networks [2] - The communication industry has successfully completed several major communication support tasks for events such as the Nanjing Marathon and has strengthened emergency communication drills to ensure network stability during adverse weather conditions [2]

Core Insights - The overall operation of China's telecommunications industry remained stable in the first 11 months of the year, with significant growth in 5G infrastructure and user adoption [1] Group 1: Telecommunications Industry Performance - As of the end of November, the total number of 5G base stations reached 4.83 million, an increase of 579,000 compared to the end of the previous year [1] - The cumulative telecom business revenue for the first 11 months was 1,609.6 billion yuan, reflecting a year-on-year growth of 0.9% [1] - The total number of fixed internet broadband access users among the three major telecom operators reached 697 million, with a net increase of 27.12 million users since the end of the previous year [1] Group 2: User Growth Metrics - The three major telecom operators developed 2.9 billion mobile IoT terminal users, marking a net increase of 24.4 million users since the end of the previous year [1] - The number of internet television (IPTV, OTT) users reached 415 million [1] - The total number of mobile phone users, including those from China Broadcasting Network, reached 1.828 billion, with a net increase of 38.54 million users since the end of the previous year [1] - Among mobile phone users, 5G mobile phone users reached 1.193 billion, with a net increase of 17.9 million users, accounting for 65.3% of total mobile phone users [1]

Overall Performance - The telecommunications industry has shown stable growth in the first ten months of 2025, with total telecom business revenue reaching 1.467 trillion yuan, a year-on-year increase of 0.9%. The total telecom business volume, calculated at constant prices from the previous year, grew by 9% [1] User Development - As of the end of October, the total number of fixed internet broadband access users among the three major telecom operators reached 697 million, with a net increase of 27.01 million users compared to the end of the previous year. Users with access speeds of 100 Mbps and above reached 663 million, accounting for 95.1% of total users, while those with speeds of 1000 Mbps and above reached 238 million, a net increase of 31.13 million users, representing 34.1% of total users, up 3.3 percentage points from the end of the previous year [2] - The total number of mobile phone users reached 1.83 billion, with a net increase of 40.15 million users. The number of 5G mobile phone users reached 1.184 billion, a net increase of 17 million users, accounting for 64.7% of mobile phone users [2] - The number of mobile IoT terminal users grew rapidly, reaching 2.89 billion, with a net increase of 23.4 million users. The number of internet TV users (IPTV, OTT) reached 41.2 million, with a net increase of 4.737 million users [2] Business Usage - Mobile internet traffic maintained rapid growth, with cumulative traffic reaching 3.232 trillion GB, a year-on-year increase of 16.8%. The number of mobile internet users reached 1.617 billion, with a net increase of 46.42 million users. The average monthly mobile internet access traffic (DOU) reached 22.21 GB per user, a year-on-year increase of 15.7% [3] - The total call duration for mobile phone outgoing calls reached 17 trillion minutes, a year-on-year decrease of 5.2%, while fixed phone outgoing call duration reached 56.04 billion minutes, a year-on-year decrease of 14.1%. The volume of mobile SMS services increased by 18.8% year-on-year, but SMS revenue decreased by 1.2% [3] Communication Capability - The number of internet broadband access ports reached 1.243 billion, with a net increase of 40.89 million ports. The number of fiber access (FTTH/O) ports reached 1.202 billion, accounting for 96.7% of total broadband access ports, with a net increase of 42.13 million ports [4] - The total number of 5G base stations reached 4.758 million, with a net increase of 507,000 stations, accounting for 37% of total mobile base stations, an increase of 0.4 percentage points from the previous three quarters [4] Regional Development - As of the end of October, the penetration rates for fixed broadband access users with speeds of 1000 Mbps and above in the eastern, central, western, and northeastern regions were 34.1%, 33.5%, 36.2%, and 27.8%, respectively, showing increases of 2.9, 2.3, 4.5, and 4.2 percentage points from the end of the previous year. The penetration rates for 5G mobile phone users in these regions were 64.3%, 65.4%, 64.6%, and 65.3%, respectively, with increases of 7.6, 8.2, 8.3, and 9 percentage points [5] - The growth rates of mobile internet access traffic in the eastern, central, western, and northeastern regions were 17.3%, 16.1%, 15.2%, and 25.1%, respectively [6]