Overall Performance - The telecommunications industry has shown stable operational performance in the first eight months of the year, with telecommunications business revenue reaching 1,182.1 billion yuan, a year-on-year increase of 0.8% [2] - The total telecommunications business volume has grown by 8.8% year-on-year when adjusted for last year's prices [2] User Development - The number of fixed broadband access users has steadily increased, reaching 689 million by the end of August, with a net increase of 18.85 million users since the end of last year [3] - Users with internet access speeds of 1000 Mbps or higher reached 233 million, a net increase of 26.64 million users, accounting for 33.9% of total users, up 3 percentage points from the end of last year [3] - The total number of mobile phone users reached 1.819 billion, with a net increase of 29.53 million users, and 5G mobile phone users reached 1.155 billion, a net increase of 14 million users, accounting for 63.4% of total mobile phone users [3] - The number of mobile IoT terminal users grew rapidly, reaching 2.872 billion, with a net increase of 21.6 million users [3] Business Usage - Mobile internet traffic continued to grow rapidly, with a total of 2,534 billion GB of mobile internet traffic in the first eight months, a year-on-year increase of 16.4% [4] - The average mobile internet access traffic (DOU) reached 20.87 GB in August, a year-on-year increase of 14.3% [4] - The total duration of mobile phone outgoing calls decreased by 5.4% year-on-year, while mobile SMS volume increased by 21.9% [4] Communication Capacity - The construction of gigabit fiber broadband networks is progressing steadily, with the total number of internet broadband access ports reaching 1.239 billion, a net increase of 37.1 million since the end of last year [5] - The number of 5G base stations reached 4.646 million, a net increase of 395,000, accounting for 36.3% of total mobile base stations [5] Regional Development - The penetration rates of gigabit and 5G users have continued to rise across various regions, with the penetration rates for fixed broadband access users of 1000 Mbps or higher in the East, Central, West, and Northeast regions being 33.9%, 33.5%, 35.7%, and 27.1%, respectively [6] - Mobile internet access traffic growth rates remained in double digits across regions, with the East, Central, West, and Northeast regions achieving 1,063 billion GB, 595.2 billion GB, 724.7 billion GB, and 150.5 billion GB, respectively, with year-on-year growth rates of 16.4%, 16.2%, 15%, and 25.2% [6]

Core Viewpoint - The telecommunications industry has shown stable performance in the first eight months, with steady growth in telecom business volume and orderly progress in new infrastructure construction, particularly in 5G, gigabit, and IoT user scale expansion [1] Group 1: Telecom Business Performance - As of the end of August, the total number of fixed internet broadband access users among the three major telecom companies reached 689 million, with a net increase of 18.85 million users compared to the end of the previous year [1] - Users with fixed internet broadband access speeds of 100 Mbps and above reached 655 million, accounting for 95.2% of total users; those with speeds of 1000 Mbps and above reached 233 million, with a net increase of 26.64 million users, representing 33.9% of total users, an increase of 3 percentage points compared to the end of the previous year [1] Group 2: Mobile User Growth - The total number of mobile phone users among the three major telecom companies and China Broadcasting reached 1.819 billion, with a net increase of 29.53 million users compared to the end of the previous year [1] - The number of 5G mobile phone users reached 1.154 billion, with a net increase of 14 million users, accounting for 63.4% of mobile phone users [1] Group 3: IoT and IPTV Growth - The number of mobile IoT terminal users grew rapidly, reaching 2.872 billion, with a net increase of 21.6 million users compared to the end of the previous year [1] - The number of internet television (IPTV, OTT) users reached 412 million, with a net increase of 4.246 million users compared to the end of the previous year [1]

Core Insights - The telecommunications industry in China has shown stable growth in the first seven months of 2025, with significant increases in user numbers for high-speed internet and 5G services [1][2] Group 1: Telecommunications User Growth - As of the end of July, the number of fixed internet broadband users with access speeds of 1000Mbps and above reached 228 million, an increase of 21.49 million from the end of the previous year, accounting for 33.3% of total users, up 2.4 percentage points from the previous year [1] - The total number of fixed internet broadband users reached 686 million, with 655 million users having access speeds of 100Mbps and above, representing 95.2% of total users [1] Group 2: Revenue and Business Volume - The cumulative telecommunications business revenue for the first seven months reached 1,043.1 billion yuan, a year-on-year increase of 0.7%, with a real growth rate of 8.9% when adjusted for the previous year's prices [1] Group 3: 5G and Mobile Services - The total number of mobile phone users reached 1.815 billion, with 5G mobile phone users numbering 1.137 billion, an increase of 12.3 million from the end of the previous year, making up 62.7% of mobile phone users [2] - The number of mobile IoT terminal users increased to 2.835 billion, with internet television (IPTV, OTT) users reaching 411 million, an increase of 3.873 million [2] Group 4: Infrastructure Development - The number of internet broadband access ports reached 1.24 billion, with 1.19 billion being fiber access ports, accounting for 96.7% of total broadband access ports [2] - The number of 5G base stations reached 4.598 million, an increase of 348,000 from the end of the previous year, representing 36% of total mobile base stations [2]

Core Insights - The Ministry of Industry and Information Technology reported that the total telecom business revenue for the first five months reached 748.8 billion yuan, reflecting a year-on-year growth of 1.4% [1] - When adjusted for last year's prices, the total telecom business volume showed a year-on-year increase of 8.6% [1] Telecom User Statistics - As of the end of May, the total number of fixed internet broadband access users among the three major telecom operators reached 682 million, with a net increase of 12.16 million users compared to the end of last year [1] - Users with fixed internet broadband access speeds of 100 Mbps and above totaled 648 million, accounting for 95% of the total user base [1] - Users with fixed internet broadband access speeds of 1000 Mbps and above reached 223 million, with a net increase of 16.35 million users, representing 32.7% of the total user base, an increase of 1.8 percentage points compared to the end of last year [1] Mobile Phone User Statistics - The total number of mobile phone users among the three major telecom operators and China Broadcasting reached 1.807 billion, with a net increase of 16.99 million users since the end of last year [1] - The number of 5G mobile phone users reached 1.098 billion, with a net increase of 84.14 million users, accounting for 60.8% of the total mobile phone user base [1]