智通财经APP获悉，11月26日，工信部发布2025年前10个月通信业经济运行情况。前10个月，通信业运行总体平稳。电信业务量收保持增长，新型基础设施 建设有序推进，5G、千兆、物联网等用户规模持续扩大，移动互联网接入流量保持较快增长。截至10月末，5G基站总数达475.8万个，比上年末净增50.7万 个，占移动基站总数的37%，占比前三季度提高0.4个百分点。 原文如下： 2025年前10个月通信业经济运行情况 前10个月，通信业运行总体平稳。电信业务量收保持增长，新型基础设施建设有序推进，5G、千兆、物联网等用户规模持续扩大，移动互联网接入流量保 持较快增长。 一、总体运行情况 电信业务量收平稳增长。前10个月，电信业务收入累计完成14670亿元，同比增长0.9%。按照上年不变价计算的电信业务总量同比增长9%。 移动互联网流量保持较快增势，10月DOU值创新高。前10个月，移动互联网累计流量达3232亿GB，同比增长16.8%。截至10月末，移动互联网用户数达 16.17亿户，比上年末净增4642万户。10月当月户均移动互联网接入流量(DOU)达到22.21GB/户·月，同比增长15.7%，比上年底高2. ...

"湖北考生拍题上传被取消考试资格"引起热议，网友质疑为何手机能带进考场，更加质疑手机信号屏蔽 器为何形同虚设。多位通信行业技术人士对《 每日经济新闻》记者表示，该考场信号屏蔽器或未升 级，导致未能屏蔽刚商用两年的5G手机信号，导致手机能正常访问网络，需要更换屏蔽设备。 每经记者｜刘春山 每经编辑｜文多 该业内人士同时向记者分析，该作弊考生使用的很可能是中国电信或中国联通的号卡，毕竟中国移动的 5G频段与4G频段更接近，被漏掉的可能性不太高。而中国电信和联通的5G频段远高于过去4G的主流频 段，确实存在被漏掉的可能。 此前主流网络4G的频谱的范围一般在1700MHz到2600MHz之间，比如中国移动的4G主要在 2320~2370MHz、2575~2635MHz两大频段，而中国电信则在1755~1785MHz、1850~1880MHz两大频 段，中国联通在1955~1980MHz、2145~2170MHz。 另外一位运营商技术人士对《每日经济新闻》记者表示，手机信号屏蔽器的工作原理是噪声堵塞，在特 定频段发出无意义的信号，压制正常的手机信号。屏蔽器一般不支持软件升级，考场要想屏蔽全部的 5G信号频段，建议更新设 ...

日前，国际电信联盟发布《衡量数字化发展：2025年事实和数据》报告指出，全球数字连接水平显著提 高，但不平衡问题依然较为突出。 报告指出，移动宽带价格虽在下降，但仍有约三分之一经济体未达标。全球移动数据费用占收入比例从 1.5%降至1.4%，但仍有75个经济体未达到2%的目标。在低收入国家，固定宽带费用约占收入的28%， 但在高收入国家这一比例仅为1%左右，较差的可负担性直接导致使用率低。在低收入国家，手机使用 率只有53%，移动宽带普及率也较低，这些现象均与价格高度相关。从区域来看，非洲移动宽带费用占 收入的比例为5.3%，远超2%的目标，阿拉伯国家、亚太地区均高于全球1.4%的平均值，而欧洲最低仅 为0.4%。报告指出，价格是低收入国家上网率低的直接原因之一。尽管全球平均成本下降，但对低收 入群体而言，仍无法负担。 (责任编辑：张紫祎) 报告指出，全球互联网使用率持续上升但增速放缓，2025年全球互联网使用率达到74%，近60亿人，较 2024年上升3个百分点。尽管本年度增长略快于上一年，但整体趋势仍在放缓，这一现象已持续多年。 最后的未接入互联网人口集中在最困难地区。数据显示，当前仍有22亿人处于"完全 ...

Core Insights - The International Telecommunication Union's report highlights significant improvements in global digital connectivity, but persistent imbalances remain [1][2][3][4] Digital Connectivity Trends - Global internet usage is projected to reach 74% by 2025, equating to nearly 6 billion people, an increase of 3 percentage points from 2024, although the growth rate is slowing [1] - Approximately 2.2 billion people remain completely offline, primarily in low-income and rural areas, with internet penetration rates of only 34% and 38% in least developed and landlocked developing countries, respectively [1][2] Gender and Income Disparities - The gender gap in digital connectivity remains largely unchanged, with male internet usage at 77% and female at 71%, a 6 percentage point difference [2] - In low-income countries, the gap widens to 29% for men and 18% for women [2] - Internet penetration in high-income countries is 94%, compared to just 23% in low-income countries, a fourfold difference [2] Mobile Broadband Coverage - Global mobile broadband coverage has reached 96%, but the last 4% remains difficult to connect, with only a 6 percentage point increase since 2018 [1] - 5G network coverage exceeds 55% globally, but only 4% in low-income countries, with significant regional disparities [3] Pricing and Affordability Issues - Although mobile data costs have decreased, about one-third of economies have not met the target of mobile data costs being less than 2% of income [4] - In low-income countries, fixed broadband costs account for approximately 28% of income, while in high-income countries, this figure is around 1% [4] - The affordability of mobile broadband is a critical barrier to internet access in low-income regions, where mobile broadband costs represent 5.3% of income in Africa, exceeding the global average of 1.4% [4]

越南互联网中心最新数据显示，越南5G网络平均下载速度447.03 Mb/s，上传速度99.26 Mb/s，平均 延迟仅0.024秒。越南5G网络在下载速度、上传速度和延迟方面创下新纪录，标志着国内运营商在提升 5G网络质量和稳定性方面取得积极进展。 越南移动网络速度的改善得益于电信基础设施发展政策和运营商的持续投入。以越南军队电信工业 集团（Viettel）为例，截至目前，该企业已完成全国34个省市共7000个5G基站的部署。Viettel计划2025 年底前建成超过20000个5G基站，力求到2030年其5G网络覆盖99%人口。 （原标题：Ookla：越南移动网速升至东盟第三） 越通社11月19日报道，美国网速测试公司Ookla发布的最新报告显示，越南移动网速东盟排名已从 第四位升至第三。具体而言，新加坡移动网速约为163.29 Mbps，马来西亚163.00 Mbps，越南146.64 Mbps，泰国、印尼、菲律宾等国移动网速均低于越南。 ...

Core Insights - China Mobile has undergone a significant leadership restructuring, affecting over 50 key positions, including the chairman and provincial company executives, highlighting a strategic focus on technological innovation and digital transformation [2][3] - The appointment of Chen Zhongyue as the new chairman marks the end of an era under former chairman Yang Jie, who led the company through a period of rapid expansion and innovation [2][4] Leadership Changes - The restructuring includes the promotion of technology-oriented executives, emphasizing the company's commitment to enhancing its capabilities in AI and digital services [2][3] - Key appointments include Chen Huai Da as vice president and party committee member, and Zhu Han Wu as vice president of China Unicom, indicating a shift towards a more technology-driven management team [3] Financial Performance - As of the first three quarters of 2025, China Mobile reported revenues nearing 800 billion yuan and a net profit of 115.4 billion yuan, leading among the three major telecom operators [4] - However, the company's non-recurring net profit growth of 6.6% lags behind China Unicom's 10.9%, signaling potential challenges in sustaining growth in a saturated market [4] Strategic Direction - China Mobile is planning a major organizational reform across its 25 subsidiaries, focusing on strategic restructuring, market separation, and the establishment of a centralized digital intelligence department [4][5] - The company aims to streamline its subsidiaries to fewer than 10 core enterprises, indicating a shift towards a more efficient operational model [5] Future Initiatives - By 2028, China Mobile plans to double its investment in AI and digital infrastructure, aiming to build the largest and most technologically advanced intelligent computing facilities in China [5] - The introduction of the new international brand CMobile reflects the company's global strategy, emphasizing customer cooperation, creation, and connection [5]

Core Viewpoint - The article highlights the comprehensive communication support provided by China Telecom Huizhou for the 15th National Games, ensuring stable and efficient network services for various sporting events, particularly the skateboarding competition. Group 1: Event Overview - The 15th National Games opened on November 9, with skateboarding competitions held on November 10-11 in Huizhou [1] - Huizhou is a key city in the Guangdong-Hong Kong-Macao Greater Bay Area, hosting multiple events including taekwondo and roller skating [3] Group 2: Communication Infrastructure - China Telecom Huizhou established a professional support team to enhance 5G network coverage and ensure reliable communication for media and event operations [1][3] - Significant investments were made in infrastructure, including the expansion of 5G networks and the installation of new equipment to improve network security and performance [4][6] Group 3: Technological Innovations - The implementation of an all-optical high-speed base achieved ultra-low latency connectivity, ensuring stable data transmission during peak traffic [6] - A dedicated event-specific network was created to physically isolate event data from public internet traffic, enhancing security [6] - Upgraded network management platforms allowed for real-time monitoring and quick recovery from issues, ensuring a seamless communication experience [6] Group 4: On-Site Support and Services - The communication support team was present at key locations, conducting regular inspections and optimizations to maintain network performance [7] - China Telecom Huizhou provided high-speed broadband services at ticket sales points to facilitate easier access for the public, particularly for the elderly [8] Group 5: Community Engagement and Social Responsibility - The company collaborated with local volunteer organizations to offer services such as fraud prevention and broadband testing during the event [10] - Efforts were made to extend support beyond the event, contributing to community welfare and enhancing public engagement [10] Group 6: Future Implications - The experiences and infrastructure developed during the National Games will contribute to the ongoing construction of a smart Huizhou, enhancing digital connectivity for residents [11] - The innovations tested during the event are expected to set a benchmark for future digital applications and urban management [11]

Core Insights - The key to future success lies in whether the two companies can transform institutional advantages into development momentum, particularly at the intersection of digital transformation and energy revolution [1][10] - The share transfers between China National Petroleum Corporation (CNPC) and China Mobile represent a significant capital operation under the backdrop of deepening state-owned enterprise (SOE) reform, reflecting a strategic partnership through capital ties [1][4] Group 1: Strategic Value of Share Transfers - The core strategic value of the share transfers is to fundamentally reshape the cooperative relationship between the two companies, evolving from a traditional client-supplier dynamic to an intrinsic partnership [2][3] - Establishing capital ties provides institutional guarantees to overcome barriers and short-term interests, allowing both companies to become true partners in long-term strategies like digital transformation and AI energy integration [2][3] Group 2: Business Synergies and Digital Integration - The collaboration showcases significant synergies, with China Mobile's 5G network and computing capabilities being applied in CNPC's operational environments, enhancing efficiency and accuracy in oil exploration and refining processes [3][4] - The digital transformation of CNPC's physical assets will turn them into vital components of the digital economy, aligning with the development needs of new technologies like edge computing and IoT [3][6] Group 3: Value Management and Market Confidence - The share transfers are a crucial practice in value management, aligning with the "China characteristic valuation" concept, which supports the re-evaluation of SOE listed companies [4][5] - By becoming strategic shareholders, both companies endorse each other's asset quality and growth prospects, which can help break the market's perception of "value gaps" in certain SOEs [4][5] Group 4: Governance and Capital Activation - The introduction of strategic shareholders enhances governance by incorporating diverse perspectives and management experiences, which can improve decision-making and risk management [6][7] - The capital transfer optimizes the allocation of state-owned capital, turning previously stagnant assets into active resources that can drive economic growth [6][7] Group 5: Challenges and Future Outlook - The effectiveness of the shareholding arrangement will depend on the depth of execution, requiring a shift from mere shareholding to tangible business collaboration and innovation [8][9] - Potential challenges include increased complexity in governance and the need for stricter management of related-party transactions, which may arise from the cross-shareholding structure [9][10]

Market Overview - US stock index futures show mixed performance with Dow futures down 0.02%, S&P futures up 0.09%, and Nasdaq futures up 0.2% [1] - European stock indices decline, with the Euro Stoxx 50 down 0.78%, FTSE 100 down 0.21%, CAC 40 down 0.46%, and DAX 30 down 0.65% [1] - WTI crude oil decreases by 0.15% to $60.0 per barrel, while Brent crude oil falls 0.14% to $64.3 per barrel [1] - Gold prices drop by 0.35% to $4080.0 per ounce [1] Economic Data and Forecasts - The end of the US government shutdown leads to an influx of data, with the September non-farm payroll report set to be released on Thursday, which may influence the Federal Reserve's interest rate decisions [1] - Internal policy disagreements persist within the Federal Reserve, with three voting members publicly opposing rate cuts, leading to a significant decline in precious metals [1] - Morgan Stanley predicts a potential 50 basis point rate cut by the Federal Reserve in the first half of 2026, with the 10-year Treasury yield possibly dropping to 3.75% [1] - The EU raises its 2025 economic growth forecast for the Eurozone from 0.9% to 1.3% [1] - Italy's harmonized CPI for October matches expectations at a year-on-year increase of 1.3% [1] Commodity and Cryptocurrency Updates - WTI crude oil briefly surpasses $60 per barrel, with a daily increase of 0.37%, while Brent crude oil rises 0.30% to above $64 [1] - Bitcoin and Ethereum prices increase, positively impacting cryptocurrency-related stocks in pre-market trading; the Singapore Exchange plans to launch Bitcoin and Ethereum perpetual futures on November 24, aimed at qualified institutional investors [1] Company-Specific News - Google (GOOGL) sees a pre-market increase of nearly 6% after Berkshire Hathaway builds a position of 17.85 million shares valued at approximately $4.34 billion, making it the tenth largest holding [1] - Tesla (TSLA) rises 1.2% in pre-market trading; Elon Musk warns Bill Gates about shorting Tesla for eight years, advising him to "stop soon" [1] - TotalEnergies invests €5.1 billion to acquire a 50% stake in EPH's flexible power generation platform, making EPH one of TotalEnergies' largest shareholders [1] - Emirates Airlines partners with Starlink to implement satellite internet on Boeing 777 aircraft by November 2025, with full fleet deployment expected by mid-2027 [1] - Nokia (NOK) enters a three-year 5G collaboration agreement with Telecom Italia to expand and upgrade 5G network coverage and capacity [1]

证券日报网讯贵广网络（600996）11月13日在互动平台回答投资者提问时表示，贵州广电与中国移动 （600941）深入开展合作，目前5G网络已实现全省9个市州主城区的连续覆盖，以及县级行政区与行政 村的基本全覆盖。公司将依托"电视+宽带+手机"融合产品策略，进一步推进5G业务的规模化发展与市 场渗透。 ...