中国智能卡行业需求现状与投资发展策略分析报告2026年版 【出版机构】：鸿晟信合研究院 【内容部分有删减·详细可参鸿晟信合研究院出版完整信息！】 【免费售后 服务一年，具体内容及订购流程欢迎咨询客服人员 】 第1章：智能卡行业研究范围界定及发展环境剖析 1.1 智能卡行业的研究范围界定 1.1.1 智能卡的概念界定 【全新修订】：2025年11月 （1）智能卡的定义 （2）智能卡的组织构造 1.1.2 智能卡的产品分类 （1）按镶嵌芯片分类 （2）按交换界面分类 （3）按应用领域分类 （4）按数据传输方式分类 1.1.3 本报告统计口径及研究范围说明 1.2 智能卡行业政策环境分析 1.2.1 行业监管体系 1.2.2 行业规范标准 1.2.3 行业发展相关政策汇总及重点政策解读 （1）行业发展相关政策汇总 （2）行业发展重点政策解读 1.2.4 行业发展中长期规划汇总及解读 1.2.5 政策环境对智能卡行业发展的影响分析 1.3 智能卡行业经济环境分析 1.3.1 宏观经济现状 （1）国内生产总值增长分析 （2）固定资产投资增长分析 （3）工业经济增加值增长分析 1.3.2 宏观经济展望 1.4 智能卡行业 ...

Core Insights - eSIM technology has gained significant attention recently, with major Chinese telecom operators receiving approval for commercial trials of eSIM mobile services [1][9]. Group 1: eSIM Technology Overview - eSIM, or embedded SIM, is a virtual SIM card embedded directly into device chips, eliminating the need for physical SIM cards [2]. - eSIM functions similarly to traditional SIM cards, allowing devices to connect to networks for calls, texts, and data [2]. Group 2: Advantages of eSIM - eSIM is significantly smaller than traditional SIM cards, occupying only 10% of the space, which allows for better design and waterproofing of devices [5]. - The integration of eSIM can reduce hardware costs, especially for wearable devices, making them more compact and efficient [5]. - Users can easily switch numbers online without visiting physical stores, streamlining the process of changing carriers or plans [5]. Group 3: Current Status and Support - China Unicom, China Mobile, and China Telecom have all received approval to begin eSIM mobile service trials, with millions of users already served [9]. - Currently, users must visit physical stores to activate eSIM services, as online processing is not yet available [6][7]. - Supported devices include eSIM phones from brands like Apple, Huawei, and OPPO, which will be available for sale soon [11].

据泰媒报道，9月26日，泰国电信运营商True发布公告提醒公众，不要轻信社交媒体上关于"代开马甲 SIM卡"换取报酬的诱导性广告。根据2023版《预防和打击技术犯罪管理法》（2025年修订版），无论 是雇主还是受雇者，代开SIM卡或将SIM卡提供给他人使用，均需承担法律责任。 True强调，切勿相信任何形式的代开SIM卡邀约，该行为不仅会导致个人信息泄露，还可能触犯法律， 面临监禁和巨额罚款的双重处罚。相关处罚如下：雇主：最高可判处5年监禁及罚款50万泰铢；受雇 者：最高可判处3年监禁及罚款30万泰铢。 ...

Group 1 - Criminals are targeting children by asking to borrow their smartwatches, leading to theft of SIM cards for fraudulent activities [1][4] - These criminals often operate near schools, selecting younger children who are alone, claiming their phone is out of battery or has insufficient balance [4] - Once they obtain the smartwatch, they quickly remove the SIM card or replace it with a useless one, using the stolen card to make scam calls or send fraudulent messages [4] Group 2 - Parents are advised to instruct their children not to lend their smartwatches to strangers and to report any theft of the SIM card immediately to authorities [7] - To enhance the security of the SIM card in children's smartwatches, parents can enable a protection feature by setting a password through the corresponding mobile app or by inserting the SIM card into a phone [8] - The SIM card's personal identification password is typically set to default values like 1234 or 0000, and it is crucial to change it to ensure security [13]

Core Viewpoint - The article discusses the phenomenon of SIM cards burning out in mobile phones, particularly after OTA updates, and explores the underlying reasons for this issue. Group 1: SIM Card Malfunction - Users have reported instances of SIM cards burning out, leading to loss of service, which has been corroborated by multiple accounts on social media [1][3][11]. - The article highlights that SIM cards are not merely plastic cards but electronic components that require power and communication with the phone's motherboard [4][7]. Group 2: Technical Explanation - The power supply standards for SIM cards, as defined by international organizations, include voltages of 1.8V, 3.3V, and 5V, indicating that incorrect voltage supply can lead to damage [5]. - The potential for SIM card damage during OTA updates arises from the phone's processor controlling the power supply to the SIM card, which could malfunction during firmware updates [8]. Group 3: Physical Factors - Overheating of the phone during updates, especially in models where the SIM card slot is close to heat-generating components, can also contribute to SIM card failure [8][9]. - The article mentions that physical wear, such as oxidation of the SIM card's contact points, can lead to communication failures between the SIM card and the phone [13][15]. Group 4: Future Considerations - The article suggests that transitioning to eSIM technology, which eliminates the need for physical SIM cards, could reduce the incidence of such issues in the future [18][20].

Core Viewpoint - The company, PinChuang Holdings (08066.HK), anticipates a turnaround from a tax-adjusted loss to a tax-adjusted profit for the six months ending June 30, 2025, projecting a profit of approximately HKD 40.4 million compared to a loss of about HKD 3.05 million in the same period of 2024 [1] Group 1 - The expected tax-adjusted profit is primarily influenced by the operational performance of its private domain e-commerce platform and artificial intelligence voice technology data services, which are projected to generate tax-adjusted profits of approximately HKD 37.3 million and HKD 5.8 million respectively, compared to zero in 2024 [1] - The SIM card business segment is expected to see a year-on-year revenue increase of approximately 25%, resulting in an additional segment profit of about HKD 3.5 million [1] - The company did not record any fair value gains or losses from television program investments during the reporting period, whereas it recorded fair value gains of approximately HKD 2.9 million in the same period of 2024 [1]

Core Viewpoint - The company anticipates a turnaround from a tax-adjusted loss to a tax-adjusted profit for the six months ending June 30, 2025, with an expected profit of approximately HKD 40.4 million compared to a loss of about HKD 3.05 million for the same period in 2024 [1] Group 1 - The expected tax-adjusted profit is primarily influenced by the operational performance of the private domain e-commerce platform and the provision of artificial intelligence voice technology data services, generating profits of approximately HKD 37.3 million and HKD 5.8 million respectively, compared to zero in 2024 [1] - The SIM card business segment's revenue is projected to increase by approximately 25%, resulting in an additional segment profit of about HKD 3.5 million [1] - The company did not record any fair value gains or losses from television program investments during the reporting period, whereas it recorded fair value gains of approximately HKD 2.9 million in the same period of 2024 [1]

Core Viewpoint - The company, PinChuang Holdings (08066), anticipates a turnaround from a tax-adjusted loss to a tax-adjusted profit for the six months ending June 30, 2025, with an expected profit of approximately HKD 40.4 million compared to a loss of about HKD 3.05 million in the same period of 2024 [1] Group 1 - The expected tax-adjusted profit is primarily influenced by the operational performance of its private domain e-commerce platform and the provision of artificial intelligence voice technology data services, generating profits of approximately HKD 37.3 million and HKD 5.8 million respectively, compared to zero in 2024 [1] - The SIM card business segment's revenue is projected to increase by approximately 25%, resulting in a profit increase of about HKD 3.5 million for the segment [1] - The company did not record any fair value gains or losses from television program investments during the reporting period, whereas it recorded fair value gains of approximately HKD 2.9 million in the same period of 2024 [1]

Core Viewpoint - SK Telecom is providing free SIM card replacements to all users following a malicious cyber attack, aiming to enhance customer security and trust [1] Group 1: Company Response - Starting from April 28 at 10 AM, SK Telecom has launched a free SIM card replacement service for all users [1] - To minimize waiting times at stores, SK Telecom has opened an online appointment system, allowing users to select their preferred service locations in advance [1] Group 2: Supply and Logistics - SK Telecom has prepared 1 million SIM cards for the replacement initiative and plans to supply an additional 5 million cards by May [1]

Core Viewpoint - The report by the China Cybersecurity Industry Alliance (CCIA) reveals extensive surveillance and data theft activities conducted by U.S. intelligence agencies against global mobile smart terminals, posing significant threats to global cybersecurity and national security [1][2] Group 1: Nature of Attacks - U.S. intelligence agencies have developed comprehensive cyber attack tools that cover all scenarios, stages, and processes, continuously launching a series of cyber attacks [2] - The attacks exploit upstream supply chain advantages, pre-setting vulnerabilities, weakening encryption strength, and lowering attack difficulty [2] Group 2: Impact on Global Security - The report indicates that the U.S. has failed to fulfill its responsibilities as a responsible nation in cybersecurity, neglecting issues such as the militarization of cyberspace and the abuse of supply chain and information chain advantages [1] - The large-scale and prolonged surveillance actions by the U.S. seriously endanger the cybersecurity and national security of countries worldwide [1] Group 3: Recommendations for Defense - The report suggests enhancing defensive capabilities against U.S. cyber intrusions and persistent data theft by focusing on multiple areas, including the industry chain, operators, smart terminals, key personnel, and diplomacy [2]