据悉，中国联通是率先获得eSIM手机业务试运营许可的运营商，他们不但可以开通eSIM手机业务，还直接销售iPhone Air手机，裸机价格和售后 服务都是全国统一的，还有专门的套餐补贴政策，购机价格能便宜2000多到5000多元（其他品牌手机也有同样的政策），所以到联通营业厅，可 以享受到"购机+补贴+eSIM开通"一条龙服务。 当然你也可以先在其他渠道购机，然后拿着手机到联通营业厅开通eSIM号码（可以开通eSIM的营业厅详见后面说明）。 备受果粉关注的iPhone Air正式于10月22日开售，价格7999-11999元。国内同步开启了eSIM手机服务，至此，行业发展掀开了新篇章。除了苹果， 后续还有多款国产eSIM手机也将发布，例如11月准备上市的OPPO Find X9 Pro卫星通信版，还有华为也有望近期推出eSIM版！ 有几个eSIM业务开通和使用的关键问题，跟大家讲一下： 1、eSIM手机服务目前已在全国范围内开通（不包含港澳台），持支持eSIM的手机，带着身份证、护照、户口本等有效证件到附近联通自建线下 营业厅办理入网，包括eSIM手机开户、补换卡、销户业务。 相关营业厅可以登录中国联通APP ...

10月21日晚间，中国电信股份有限公司（以下简称"中国电信"）披露2025年第三季度报告。2025年前三 季度，中国电信实现营业收入3942.7亿元，同比增长0.59%；实现归属于上市公司股东的净利润为 307.73亿元，同比增长5.03%。今年第三季度，中国电信实现营业收入1248.48亿元，同比下降0.91%； 实现归属于上市公司股东的净利润77.56亿元，同比增长3.6%。 截至报告期末，中国电信基础业务稳健发展，5G网络用户数达到2.9亿户，渗透率提升至66.9%，手机 上网总流量同比增长16.9%，手机上网DOU（每用户数据使用量）达到22.3GB，同比增长11.4%，千兆 宽带用户渗透率约31.0%。 日前，中国电信等电信运营商正式开放eSIM手机业务。在此之前，中国电信的eSIM业务已支持智能手 表、车载设备等多终端。 中国电信相关负责人告诉《证券日报》记者，该公司开放eSIM手机业务的预约办理后，预约量快速上 升。此次手机端eSIM业务的引入，将全面推动移动通信服务从传统的实体SIM卡模式向"轻量化、多模 态"的eSIM模式演进。 （文章来源：证券日报） 2025年前三季度，中国电信战略新兴业 ...

Group 1 - Cao Dewang, known as the "Glass King," has announced his early resignation as chairman of Fuyao Glass, with his son, Cao Hui, set to take over the role, marking a new era for the company that holds a one-third share of the global automotive glass market [5] - He Xiaopeng, CEO of Xpeng Motors, stated at the 2025 Sustainable Global Leaders Conference that the market share of flying cars is expected to surpass that of traditional cars, with plans for mass production of flying cars next year [5] Group 2 - Vanke announced the resignation of Xin Jie as non-executive director and chairman, with Huang Liping elected as the new chairman, ensuring the board's normal operation will not be affected [6] - The three major telecom operators in China have officially launched eSIM mobile services, with over 70,000 online reservations reported for China Unicom's eSIM service [7] Group 3 - Qian Wenhai is proposed to be appointed as the chairman of Zheshang Securities, with the company set to follow legal procedures for the election [8] - Li Qian has resigned from his position as deputy general manager of GF Securities due to personal work changes, and will no longer hold any positions within the company [9] Group 4 - Haier Consumer Finance has appointed Zhou Wenlong as the new general manager, following a year-long vacancy, amidst a wave of personnel changes in the consumer finance industry [10] - Bosera Funds announced the appointment of Zhang Dong as chairman, who will also serve as the acting general manager, focusing on high-quality development and investor services [11]

Group 1 - Fuyao Glass's founder, Cao Dewang, has announced his early retirement, with his son, Cao Hui, taking over as the new chairman, marking a new era for the company, which holds a one-third share of the global automotive glass market [6] - He Xiaopeng, CEO of Xiaopeng Motors, stated that the company plans to mass-produce flying cars next year, predicting that the growth rate and future market share of flying cars will surpass that of traditional automobiles [7] Group 2 - Vanke announced the resignation of its chairman, Xin Jie, due to personal reasons, with Huang Liping elected as the new chairman, ensuring that the board's operations remain unaffected [8] - Major Chinese telecom operators, including China Mobile, China Unicom, and China Telecom, have received approval to launch eSIM mobile services, with over 70,000 online reservations reported for China Unicom's eSIM service [9] - Huawei Cloud CEO Zhang Pingan has been demoted due to internal disciplinary actions related to issues of fraud and economic misconduct within the cloud business unit [10] Group 3 - Qian Wenhai is proposed to be appointed as the chairman of Zheshang Securities, with the company set to follow legal procedures for the election [11] - Li Qian has resigned from his position as deputy general manager of GF Securities and chairman of GF Holdings Hong Kong due to personal work changes [12] - Haier Consumer Finance has appointed new leadership, with Zhou Wenlong as the new general manager, amidst a wave of personnel changes in the consumer finance industry [13] - Bosera Funds has announced the appointment of Zhang Dong as the new chairman, who will also serve as the acting general manager [14][15]

Core Insights - The approval of eSIM mobile services by major Chinese telecom operators, including China Mobile, China Unicom, and China Telecom, marks a significant development in the telecommunications industry in China [2][8] - The launch of the iPhone Air, which is the thinnest iPhone ever at 5.6mm and features a pure eSIM design, has generated high consumer interest, leading to its immediate sell-out upon pre-sale [4][2] - OPPO has also entered the eSIM market with the release of its flagship OPPO Find X9 series, achieving record pre-order numbers shortly after its announcement [6] Telecom Industry Developments - China Mobile, China Unicom, and China Telecom have received approval for eSIM mobile service trials, allowing them to offer eSIM services across all 31 provinces in China [8][11] - China Unicom highlighted the advantages of eSIM technology, including high security, stability, and the ability for users to activate services without a physical SIM card [11] - China Mobile reported that its eSIM reservation system saw over 150,000 users in just four hours after launch, indicating strong demand for eSIM services [11] Product Launches - The iPhone Air, priced from RMB 7999, officially began pre-sale on October 17 and sold out within five minutes, with delivery times pushed back by a week due to high demand [2][4] - The OPPO Find X9 series was launched with a starting price of RMB 4399, setting a new record for pre-orders in the Find series [6]

Core Viewpoint - The introduction of eSIM technology marks a significant shift in mobile telecommunications, allowing consumers to forgo traditional SIM cards in favor of integrated solutions [1] Group 1: Industry Overview - Major Chinese telecom operators, including China Telecom, China Mobile, and China Unicom, have received approval from the Ministry of Industry and Information Technology to launch eSIM mobile services nationwide [1] - eSIM technology integrates the functionality of a physical SIM card into a built-in chip within the phone, enabling users to download their phone numbers over the air without the need for a physical card [1] Group 2: Consumer Impact - Consumers purchasing eSIM-enabled devices will experience the same functionalities as traditional mobile services, but with enhanced convenience and flexibility [1]

高亢、吴慧珺/新华每日电讯 eSIM落地不仅给消费者带来便利，更带来全产业链的升级契机。 eSIM手机业务试商用的启动，将带动产业链对eSIM加大投入，有望进一步拉动包括手机、平板电脑、 可穿戴终端、车载网联设备等eSIM终端的更新和购买热潮。 未来，凭借远程写卡、使用灵活等特点，eSIM技术将加速延伸至车联网、智慧城市、消费电子等各类 智能场景，为各行各业数字化、智能化升级注入动力，也为万物互联发展开拓更多可能。 无卡的eSIM来了，我们要跟手机SIM卡逐步说再见了。 近日，中国电信、中国移动和中国联通正式获得工信部eSIM手机商用试验批复许可，并在全国上线 eSIM手机办理业务。 什么是eSIM？ eSIM手机业务是一种将实体SIM卡功能集成到手机内置芯片中的技术。消费者购买具备eSIM功能的手 机后，无需插入实体SIM卡，便可将电话号码通过空中下载的方式写入手机内置eSIM芯片。eSIM手机 与传统手机业务功能一致，可以使用语音通信、数据上网、短信收发等通信服务。 eSIM手机业务试商用启动，将给日常通信带来哪些新变化？ 智能终端升级。随着技术升级迭代，手机SIM卡尺寸一直在缩小。eSIM技术可以进一步 ...

无卡的eSIM来了，我们要跟手机SIM卡逐步说再见了。 eSIM落地不仅给消费者带来便利，更带来全产业链的升级契机。 eSIM手机业务试商用的启动，将带动产业链对eSIM加大投入，有望进一步拉动包括手机、平板电脑、 可穿戴终端、车载网联设备等eSIM终端的更新和购买热潮。 未来，凭借远程写卡、使用灵活等特点，eSIM技术将加速延伸至车联网、智慧城市、消费电子等各类 智能场景，为各行各业数字化、智能化升级注入动力，也为万物互联发展开拓更多可能。 近日，中国电信、中国移动和中国联通正式获得工信部eSIM手机商用试验批复许可，并在全国上线 eSIM手机办理业务。 什么是eSIM？ eSIM手机业务是一种将实体SIM卡功能集成到手机内置芯片中的技术。消费者购买具备eSIM功能的手 机后，无需插入实体SIM卡，便可将电话号码通过空中下载的方式写入手机内置eSIM芯片。eSIM手机 与传统手机业务功能一致，可以使用语音通信、数据上网、短信收发等通信服务。 eSIM手机业务试商用启动，将给日常通信带来哪些新变化？ 智能终端升级。随着技术升级迭代，手机SIM卡尺寸一直在缩小。eSIM技术可以进一步缩小SIM卡槽在 手机等智能 ...

Core Insights - The launch of eSIM mobile services by major Chinese telecom operators marks a significant shift towards eliminating physical SIM cards, enhancing user convenience and device design [1][3][4] Group 1: eSIM Technology Overview - eSIM technology integrates the functionality of a physical SIM card into a chip embedded within the phone, allowing users to download their phone number over the air without needing a physical card [3] - eSIM-enabled devices will maintain traditional communication services such as voice calls, data usage, and SMS [3] Group 2: Impact on Consumer Experience - The introduction of eSIM will simplify processes such as activating new lines and changing numbers, eliminating the need for physical SIM cards and reducing the risk of loss [3][4] - Users who travel frequently will benefit from not having to swap SIM cards, enhancing their overall experience [3][4] Group 3: Industry Implications - The rollout of eSIM services is expected to stimulate investment across the entire supply chain, leading to increased demand for eSIM-compatible devices like smartphones, tablets, wearables, and connected vehicles [4] - eSIM technology is anticipated to extend into various sectors, including vehicle networking, smart cities, and consumer electronics, driving digital and intelligent upgrades across industries [4] Group 4: Operator Initiatives - Chinese telecom operators are actively innovating and enhancing eSIM-related technologies and services, with China Unicom having launched eSIM for wearables in 2018, supporting 75 devices and millions of users [4] - China Mobile is focusing on domestic technology development for eSIM chips and operating systems, while China Telecom aims to provide seamless activation and global roaming experiences [4]

Core Points - The launch of eSIM mobile services by China's three major telecom operators marks a significant shift towards eliminating physical SIM cards [1][2] - eSIM technology integrates SIM card functionality into the device's built-in chip, allowing users to download their phone numbers over the air [2] - The introduction of eSIM is expected to enhance user convenience, streamline operations, and drive upgrades across the entire industry chain [2][4] Group 1: eSIM Technology Overview - eSIM technology allows for the integration of SIM card functions into the device, eliminating the need for physical SIM cards [2] - Users can expect to perform operations such as activating and changing numbers without needing a physical card, simplifying the process significantly [2] - The technology is anticipated to enhance device design by reducing space occupied by SIM card slots, leading to thinner and more robust devices [2] Group 2: Industry Impact - The rollout of eSIM services is expected to stimulate investment across the industry chain, including smartphones, tablets, wearables, and connected vehicles [2][3] - Telecom operators are actively innovating and upgrading eSIM-related technologies and services, with China Unicom already having adapted 75 devices for eSIM wearables [4] - The shift from physical SIM cards to eSIM technology is projected to improve consumer experience and satisfaction [4]