Core Viewpoint - Jinan Unicom has implemented a comprehensive communication support plan during the National Day holiday, focusing on enhancing network capacity and optimizing services to ensure smooth communication for citizens and tourists [1][7]. Group 1: Communication Support Initiatives - Jinan Unicom has launched a special support initiative for cultural tourism, sports, and major events, including the opening of two new base stations and the activation of 4/5G small cells in the Qiaoshan Cultural Ecological Zone to provide high-speed signal coverage [3][4]. - During the first phase of the Shandong Super League matches at the Licheng Central Stadium, Jinan Unicom established new base stations and activated 4/5G small cells to handle increased audience numbers and high data traffic [3][4]. - For the Global Customer Conference on Unmanned Driving held by Lingong Heavy Machinery, Jinan Unicom built two new stations and activated 4/5G small cells to support real-time interactions and media coverage [4]. Group 2: Network Optimization and Capacity Expansion - Jinan Unicom extended its National Day communication support to key shopping centers and cultural tourism projects across the city, completing 371 balanced small cells and expanding 233 small cells to alleviate network pressure during peak holiday traffic [7]. - The company demonstrated its professional capabilities and commitment to public service through efficient response, scientific deployment, and precise implementation of network enhancements [7]. - By enhancing the network's carrying capacity and improving user experience in key areas, Jinan Unicom aims to provide high-quality digital networks that support citizens' holiday activities and major events [7].

两部门推进"宽带林草"建设，深化人口聚居区网络覆盖 满足林区草原多样化用网需求（政策速递） 林场驻地，护林员可以实时监控防火点位情况，一键上报火情隐患；草原牧区，村民可以使用手机流畅 直播，销售自家的农特产品；自然保护地，科研人员可借助物联网卡稳定获取野生动物健康状况数据， 更好开展研究和保护……这些从前"不敢想"的数字化场景，正随着林区和草原通信网络供给水平的提升 成为现实。 我国森林覆盖率超过25%，草原综合植被盖度稳定在50%以上，人口相对集中的林场驻地、管护站点及 一定规模的聚居区，已初步实现4G网络覆盖，部分重点区域正在布局5G网络。但是，仍有部分地方面 临建设难度大、施工环境亟待优化等问题。 近日，工业和信息化部、国家林业和草原局联合印发《关于推进"宽带林草"建设的通知》，提出到2027 年底，林场（所）驻地通4G/5G网络比例达到90%，人口聚居区、重点防火瞭望塔等重要点位4G/5G网 络覆盖水平明显提升，国家级自然保护地等范围内的关键点位基本实现宽带网络覆盖，穿越林区和草原 的国道和重点省道沿线按需实现4G/5G网络覆盖。 通知聚焦4方面部署任务。 深化重要点位网络覆盖。深化人口聚居区网络覆盖 ...

（原标题：DICT：菲将于2026年关闭3G网络） 据《马尼拉时报》9月22日报道，菲信息通信部(DICT)19日发表声明称，随着主要运营商Smart Communications和Globe Telecom将频谱资源转向4G和5G，预计3G网络将于今年9月底逐步淘汰，于 2026年完全退役。这标志着曾经定义菲移动互联网接入的无线标准的终结。3G于2005年获许可，于 2008年由Smart和Globe推出。 ...

巍巍昆仑，莽莽高原。驱车穿行于我国青海省的茫茫腹地时，湟水谷地的青稞浪与黄南草原的经幡群在 车窗外交替闪现，这片94%区域为远山沟域的高原省份，曾因地理阻隔与通信设施的落后，深陷发展瓶 颈。 但自2015年10月，国务院常务会议首次提出，完善农村及偏远地区电信普遍服务补偿机制，缩小城 乡"数字鸿沟"开始，十年之间，以中国移动为代表的运营商，开始将一座座基站、一条条光缆带入这块 黄河上游的蛮荒沿岸。电信基础设施的完善，也开始成为乡村振兴、新型工业化、绿色电力、文旅消费 提质的数字底座，并化作看得见的民生实效，惠及这片广袤的西北大地。 但本地的经营者告诉记者，真正让小吃街的客流变现、让非遗小吃被更多年轻人看到的，并非仅靠招牌 和口碑，而是靠稳定且高速的网络——抖音短视频、直播间、线上点餐，正在把一碗扁担酿皮推向省外 乃至海外消费者。 据西宁移动无线主管赵建勋介绍，良好的信号覆盖是商业活力的"数字命脉"。为了保障这条街的数字生 命力，青海移动已在此部署14个5G站点和10个4G站点，并且规划设计了3个5G-A站点。强大的网络让 商家能够通过直播、移动支付等方式，将民族美食从"地方味道"推向"世界餐桌"。今年8月，下 ...

Core Viewpoint - The successful unveiling of the "Medicine and Food Homology and Big Health Academician Workstation" by Dong'e Ejiao and the signing ceremony of cooperation between Liaocheng City and Jiangnan University highlights the importance of collaboration in advancing health and wellness initiatives in the region [1] Group 1: Event Overview - The unveiling ceremony took place in Dong'e County, Shandong, with significant participation from local and academic stakeholders [1] - Shandong Mobile Dong'e Branch received commendation for its excellent network communication support during the event [1] Group 2: Communication Support - A dedicated communication support team was established a week prior to the event to ensure smooth network operations [1] - The team conducted comprehensive network testing, identifying seven weak signal areas and implementing targeted optimizations to enhance network capacity [1] Group 3: Performance and Recognition - The event achieved zero network interruptions and communication failures, providing a seamless experience for users [1] - The commendation letter from the organizer emphasized the company's spirit of "responsibility, coordination efficiency, and multi-department collaboration" [1] Group 4: Future Commitment - Shandong Mobile Dong'e Branch plans to continue leveraging its technological and service advantages to support local digital economic development and provide high-quality communication services for major events [1]

据加纳"乐在线"网9月4日报道，MTN加纳公司首席执行官在阿克拉举行的数字非洲峰会上宣布， 将采取渐进措施逐步淘汰2G和3G网络，但会确保用户有充足的时间适应4G网络新技术。目前加纳已经 广泛普及4G网络。 （原标题：MTN加纳宣布关闭2G和3G服务） ...

Investment Rating - The report does not explicitly provide an investment rating for the ASEAN telecom industry Core Insights - The competitive intensity in the Southeast Asian telecom market is closely related to the number of operators, with markets having fewer than three operators exhibiting more rational competition, such as Thailand, while markets with more operators, like Malaysia, face fiercer competition [1][2] - Structural changes, including the transition from 3G to 5G and the shift from voice to data revenue, significantly impact market dynamics [1][2] - Regulatory bodies play a crucial role in approving new entrants and promoting industry consolidation, as seen in Indonesia's efforts to reduce competition through consolidation [1][2][4] - The demand for data centers is growing, presenting opportunities for telecom companies in Asia, with Singapore solidifying its position as a hub [1][6][15] - Capital expenditures among Southeast Asian telecom operators have peaked and are gradually declining, focusing now on network optimization [1][7] Summary by Sections Competitive Environment - The competitive dynamics in the Asian telecom market are driven by the number of participants, technological iterations, and regulatory environments [2] - Markets with more than three operators tend to be more competitive, while those with fewer operators, like Thailand, experience more rational competition [2] Capital Expenditure Trends - Different countries exhibit varying trends in capital expenditure, with Thailand and Indonesia focusing on network construction and expansion [3] - New entrants in the Philippines face high leverage and recapitalization challenges despite gaining market share [3] Regulatory Environment - The regulatory environment significantly influences telecom companies' strategies, with measures taken in various countries to promote consolidation and reduce competition [4][12] - The introduction of a fourth operator in Singapore intensified price wars, leading to a nearly 50% drop in ARPU [4] Pricing Strategies - Pricing strategies vary by market conditions, with Thai operators moving towards higher-priced plans to improve profitability [5] - In Singapore, aggressive pricing by new entrants has led to a decline in ARPU, while the Philippines faces challenges in sustaining low-price strategies due to high leverage [5] Data Center Demand - The growth in data center demand offers new opportunities for telecom companies, with Singapore as a key hub and other Southeast Asian countries actively investing in data center businesses [6][15][16] Capital Allocation - Southeast Asian telecom operators are adopting various capital allocation measures, including dividend distribution and stock buybacks, to provide better returns to shareholders [14] - Companies like Telkom in Indonesia are expected to increase dividends due to strong financial health and government support [14] Market Development - Thailand has completed 5G spectrum auctions, with major operators achieving over 90% population coverage, indicating a stable future capital expenditure outlook [8] - Malaysia faces uncertainty with two independent 5G networks, impacting capital expenditure [10] Broadband Market Potential - The broadband market in the Philippines has significant growth potential, with current penetration at approximately 20% [11]

Core Insights - The "2025 Soda Music R&B Party" held in Yantai attracted tens of thousands of music fans, showcasing the successful communication support provided by Yantai Unicom [1][2] - Yantai Unicom implemented a comprehensive network optimization plan, including the establishment of 16 new 5G cells and the deployment of a high-performance 5G emergency communication vehicle to enhance network capacity and coverage [1][2] Communication Support Measures - A special task force was formed by Yantai Unicom to analyze venue characteristics and expected peak crowds, ensuring effective communication support throughout the event [1] - The network was optimized with 24 4G cells for shared access, maximizing spectrum resource utilization and significantly improving user access and network efficiency [1] Network Performance Achievements - During the event, the average download speed of the 5G network reached 280 Mbps, with live streaming latency stabilized under 80 milliseconds and a short video upload success rate of 99.7% [2] - The event achieved the goals of "zero major faults, zero security incidents, and zero user complaints," receiving high recognition from both the event organizers and attendees [2]

Core Insights - The report reveals significant improvements in broadband user experience in China, with fixed broadband average download speed reaching 99.14 Mbit/s in Q4 2024, a 3.51% increase from the previous quarter and a year-on-year growth of 15.26 Mbit/s, equating to an 18.2% annual growth rate [1] - Mobile broadband users also experienced enhanced speeds, with an average download rate of 157.53 Mbit/s for 4G and 5G networks, reflecting a year-on-year increase of 21.78% [1][2] - The implementation of the "14th Five-Year Plan" has led to substantial advancements in broadband infrastructure, with fiber access (FTTH/O) ports reaching 96.5% by the end of 2024, and nearly 80% of global gigabit access ports located in China, totaling 28.2 million [1] Fixed Broadband Performance - In Q4 2024, the top three cities for fixed broadband download speeds were Shanghai, Tianjin, and Beijing, with China Telecom achieving the highest average fixed broadband download speed of 99.69 Mbit/s [4] - The overall fixed broadband user download speed has increased by 1.86 times compared to the end of the "13th Five-Year Plan" period [2] Mobile Broadband Performance - The average download speed for 4G networks was recorded at 47.41 Mbit/s, while 5G networks achieved an impressive average of 248.68 Mbit/s, with year-on-year increases of 9.04% and 8.71% respectively [6][7] - Major cities such as Shanghai, Beijing, and Tianjin led in mobile broadband download speeds, with China Mobile reporting an average mobile broadband download speed of 160.38 Mbit/s [4] Infrastructure Development - By the end of 2024, gigabit broadband users reached 207 million, accounting for 30.9% of total users and nearly 70% of global gigabit broadband users [1] - The number of 5G base stations reached 4.251 million, enabling "5G access in every town" and resulting in 1.014 billion 5G mobile phone users, representing 56.7% of mobile phone users [2]

Group 1 - The 2025 World Telecommunication and Information Society Day Conference was held in Nanning, marking the 10th anniversary of universal telecommunications service implementation in Guangxi [1] - Over the past decade, Guangxi has built 205,000 communication base stations in rural areas, achieving over 99.9% 4G network coverage, 98.4% fiber optic coverage, 98.1% 5G coverage, and 96.7% gigabit network coverage [1] - The 2024 Guangxi Internet Development Report indicates that the number of internet users in the region has surpassed 38 million, with an internet penetration rate of 77% [1] Group 2 - The "Action Plan" outlines five major actions: strengthening networks, improving quality, promoting integration, ensuring security, and pushing for low carbon, aiming to upgrade from "dual gigabit" to "dual ten-gigabit" networks by the end of 2027 [2] - By 2027, Guangxi plans to establish 190,000 5G base stations, achieve 5G-A coverage in cities at the county level and above, and reach an 88% penetration rate for individual 5G users [2] - The plan also includes scaling up the deployment of ten-gigabit optical networks, with the capacity to connect over 1 million households [2]