China Merchants: CHINA TELECOM (00728) and ZTE (00763) have a deep cooperation, empowering the Smart Phone business with large models.
China Merchants stated that large models empower ZTE's Smart Phone Business, creating personalized AI products and services.
China Merchants maintains a "Strong Buy" on ZTE (000063.SZ), as the large model supports the smartphone Business.
China Merchants issued a report stating that ZTE (000063.SZ) and CHINA TELECOM (00728.HK) have entered into deep cooperation to officially launch the Nubia Z70 Ultra Smart Phone, which is equipped with the cloud-edge integrated CHINA TELECOM Star AI large model, featuring a hundred-billion-level cloud-side large model and a three-billion-end-side large model. The report indicates that the large model empowers ZTE's Smart Phone Business, creating personalized AI products and services. China Merchants mentioned that based on ZTE's growth potential and strategic positioning, it maintains a "Strong Buy" rating. The group focuses on smart computing as a long-term strategic priority, providing full-architecture, full-scenario smart computing solutions.
CICC: The mainland telecom 5G is entering a return period, bullish on CHINA MOBILE (00941) and CHINA TELECOM (00728).
CICC stated that it is Bullish on CHINA MOBILE (00941) and CHINA TELECOM (00728) in Telecommunication Services. In the Datacenter sector, it is Bullish on GDS-SW (09698) and 21Vianet (VNET.US).
Express News | At least 40 companies covered! The Shanghai Stock Exchange is conducting concentrated research visits to listed companies.
Express News | In-depth research to secure an "advance" for the coming year, the Shanghai Stock Exchange is conducting concentrated visits to listed companies.
Express News | The State-owned Assets Supervision and Administration Commission: Establish a solid scientific Market Cap management concept to better maintain Capital Markets stability.
Express News | CHINA TELECOM: The "Star" large model is the first to be open-sourced among state-owned enterprises, completing the first fully domestically produced model training with ten thousand parameters.
Express News | Sichuan Tianyi Comheart Telecom: Signed a procurement framework agreement for FTTR equipment with CHINA TELECOM.
Canalys: In the third quarter, China's Cloud Computing Service spending increased by 11% year-on-year, with Alibaba Cloud leading with a 36% market share.
According to a report released by the market research institution Canalys, in the third quarter, China's spending on Cloud Computing Service infrastructure reached 10.2 billion USD, growing 11% year-on-year, returning to double-digit growth. During the quarter, the positions of the top three Cloud Computing Service providers remained unchanged, with Alibaba Cloud, Huawei Cloud, and Tencent Cloud continuing to lead, holding market shares of 36%, 19%, and 15% respectively, collectively accounting for 70% of the market. At the same time, operators led by CHINA TELECOM (00728.HK) are also seeking differentiated entry points to expand their Cloud Computing Service market share, especially in industry-specific solutions and localized services.
The Ministry of Industry and Information Technology of the country: The number of 5G users in mainland China surpassed one billion by the end of November.
The Ministry of Industry and Information Technology of China announced that the overall operating situation of the Communications industry has been stable in the first eleven months of this year. The volume of telecommunications business has steadily increased, with the construction of Network Infrastructure Construction such as 5G, gigabit optical networks, and Internet of Things (IoT) advancing deeply, and the scale of connected users continues to expand, with rapid growth in the access traffic of Penghua CSI Mobile Internet Index Fund(LOF)-A. During this period, telecommunications business revenue reached a cumulative total of 1.59 trillion yuan, a year-on-year growth of 2.6%. When calculated at last year's constant price, the total telecommunications business volume grew by 10%. The scale of mobile phone users has steadily increased, and the number of 5G users has surpassed 1 billion. As of the end of November, the three major telecommunications companies and China Broadcasting Network's mobile phone user
China Telecom Corporation Limited Major Operating Data Announcement for November 2024
Annual Review | The 2024 Hong Kong IPO rankings have been released! Mao Ge Ping and Lao Pu Gold surged over 70% on debut! Jingwei Tiandi made a spectacular profit of 6,560 HKD.
Hong Kong, as one of the important Global international financial centers, has been the largest Global IPO financing center seven times since 2009.
New Guomai Digital Culture (600640.SH): has launched CHINA TELECOM 5G AR glasses.
Gelonghui, December 20 – New Guomai Digital Culture (600640.SH) stated on the investor interaction platform that the company has launched CHINA TELECOM 5G AR glasses and will continue to pay attention to the technological development and application in the AI field, actively planning and laying out related Business according to market demand, its own Business, and technological development needs. The company's Zunmao Hotel has already settled on the Douyin platform to sell hotel rooms and Dining products.
China Telecom Adds 1.8 Million 5G Users in November
China Telecom Sees Steady Growth in November 2024
CHINA TELECOM (00728.HK) saw a slowdown in the number of new 5G package customers to 1.84 million on November.
CHINA TELECOM (00728.HK) announced that the number of mobile users in November this year reached nearly 0.424 billion, with a net monthly increase of 0.27 million users. In the eleven months of this year, a cumulative increase of 15.93 million users was recorded. Among these, the number of 5G plan users exceeded 0.349 billion, with a net increase of 1.84 million users within the month. This is a slowdown compared to the net increase of 2.47 million users in October. The number of fixed broadband users is nearly 0.197 billion, with a net increase of 0.19 million users for the month. The number of fixed-line phone users reached 97.29 million, decreasing by 0.32 million users month-on-month.
CHINA TELECOM (601728.SH): The number of mobile users increased by 0.27 million in November.
On December 20, Gelonghui reported that CHINA TELECOM (601728.SH) announced its major operating data for November, with a net increase of 0.27 million mobile users, a net increase of 0.19 million wired broadband users, and a net decrease of 0.32 million fixed-line phone users.
Express News | CHINA TELECOM: As of November, the number of 5G package users is approximately 0.349 billion, a net increase of 1.84 million.
Express News | Zhang Tao, the general manager of Guangdong Telecom, and his team visited Zhejiang Dahua Technology for交流.
Analysis of Zhiyuan Hong Kong Stock Connect Holdings | December 20.
Analysis of Hong Kong Stock Connect Holdings | December 19, 2024
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