China Southern CSI Communication Service ETF

China Mobile's 5G Base Stations Exceed 2.84 Million, Leading Global Coverage and Scale

China Mobile Announces Winning Bidders for 2026-2027 CPE OTN Equipment Procurement: Risun and Five Others Selected

Three Major Chinese Telecom Stocks Rise, Morgan Stanley Praises China Telecom's Token Plan for New AI Business Model

HKEX filing shows BlackRock increases stake in ZTE to 7.58%

Henan Mobile Launches 5G-A Experience 2.0 Exclusive Service, Opening New Era of Smart Interaction

China Telecom Launches Concentrated Procurement of Tianyi Smart Screen and Unveils AI Upgrade

China Telecom, Huawei, and FiberHome Complete Global First Interoperability Verification of 50G-PON Equipment Across Vendors

ZTE Showcases AI Strategy at LATAM Expo: Deploys 37k Units to Boost Throughput by 20%

China Mobile Unveils Computing Power Network Innovation System, Establishing Token Certainty as Key

China Mobile Shanghai Unveils Four Core Results and AI Upgrade Plan to Boost Digital Capital Construction

China Telecom Shanghai Releases "AI Home Assistant" to Reconstruct Home Services

China Mobile: To Promote Evolution from 'Dual Gigabit' to 'Dual 10-Gigabit' Facing the '15th Five-Year Plan'

China Telecom Launches Series of Trial Commercial Token Plans and Tianyi Token Coins

Shanghai Telecom Launches Zhiyun Shanghai AI STORE and Initiates Multi-party AI Ecosystem Cooperation

China Telecom Launches 10 Billion RMB 'Token Factory' Tender, Major Operators Compete in Computing Power Sector

JPMorgan Chase increased holdings in ZTE by approx 722k shares on May 12

China Telecom Shanghai Unveils 'Smart Cloud Shanghai' Progress: AI Base Empowers Urban Digitalization and Livelihood Services

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RJGF (002929) won the bid for a procurement project from China Mobile Communications Group Zhejiang Co., Ltd., with an amount of 16.1763 million yuan. The operating revenue for 2024 is expected to be 9.199 billion yuan, with a growth rate of 4.23%; the net profit is expected to be 247 million yuan, a decrease of 43.77%. In the first half of 2025, the operating revenue is expected to be 4.867 billion yuan, with a growth rate of 10.02%; the net profit is expected to be 39 million yuan, a decrease of 83.37%

同壁财经

RJGF

Guotai CSI All Share Communications Equipment ETF

Harvest CNI Communication ETF

ChinaAMC CSI 5G Communication ETF

China Mobile

CHINA MOBILE

CN Mobile HK SDR 5to1

CHINA MOBILE-R

RJGF (002929): Won the bid for a procurement project from China Mobile Communications Group Zhejiang Co., Ltd., with a bid amount of 16.1763 million yuan

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China's telecom giants are introducing AI token plans to monetize the AI boom, moving away from traditional gigabyte billing. China Telecom launched nationwide token-based pricing packages for consumers and businesses, with prices ranging from 9.9 yuan for 10 million tokens to 299.9 yuan for 250 million tokens. Other carriers like China Unicom and China Mobile are also adopting similar strategies. The demand for AI tokens has surged, with over 140 trillion token calls recorded daily in March.

SCMP

CHINA TELECOM

China Unicom

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KNOWLEDGE ATLAS

Forget cellular data: China’s telecoms giants are selling AI token plans

CHINA MOBILE plans to enhance its R&D in key technologies for 5G-A, 6G, and satellite internet, as stated by Deputy General Manager Chen Huaida at the recent World Telecommunication and Information Society Day Conference. The company aims to strengthen its network capabilities and improve security measures while transitioning to 'Dual-10-Gigabit' networks during the '15th Five-Year Plan' period.

AASTOCKS News

CHINA MOBILE Fortifies R&D in Key Core Techs for 5G-A, 6G, Satellite Internet

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According to a report from Dell'Oro Group, the Radio Access Network (RAN) market remained stable in the first quarter of 2026, marking the fifth consecutive quarter of stability. Worldwide RAN revenue increased at a low-single-digit year-over-year rate, driven by growth in EMEA and APAC, while North America and China faced challenges. The top five RAN suppliers are Huawei, Ericsson, Nokia, ZTE, and Samsung. The report highlights ongoing regional imbalances affecting market recovery and provides a comprehensive overview of the RAN industry.

prnewswire

ZTE Corporation

Samsung Electronics Co., Ltd. Sponsored GDR

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Samsung Electronics 

Fullgoal CSI Communication Equipment Thematic ETF

08:00 ETWorldwide RAN Market Remained Stable in 1Q26, According to Dell'Oro Group

G Sachs has raised its target price for CHINA MOBILEfrom HKD88 to HKD94, maintaining a Neutral rating. The company reported a 1% YoY increase in 1Q26 operating revenue to RMB266.5 billion, driven by mobile subscriber growth and AI services. However, EBITDA fell 5% YoY, missing forecasts. Despite short-term pressures on telecommunications services and weak 5G base station deployment, G Sachs remains optimistic about CHINA MOBILE's computing services and has increased its net profit forecasts for 2026-2027 by 2%.

Goldman Sachs

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G Sachs Raises CHINA MOBILE  TP to HKD94, Rating Neutral

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Yesterday, China Tower's stock price rose moderately, with a total trading volume of HKD 144 million, which is larger than the recent average, indicating increased capital participation. The short-term moving average system is gradually flattening and showing signs of turning upward, with the 5-day moving average effectively supporting the stock price. The MACD daily level has established a bullish signal, suggesting that the previous phase of continuous volume contraction is coming to an end, and the buying power is beginning to recover, indicating an initial short-term bullish trend. The moderate increase in trading volume shows that market attention on the stock is warming up from a low level. On the news front, China Mobile (941.HK) rose slightly by 0.06%, while China Telecom (728.HK) fell slightly by 0.18%, with the telecom operator sector remaining stable overall. As a core asset of communication infrastructure, China Tower benefits from the ongoing construction of 5G base stations and the growing demand for data centers. Recently, driven by FOMO sentiment in technology, there has been a trend of capital spreading from pure tech stocks to technology infrastructure targets. In a high-interest environment, China Tower's stable cash flow and dividend yield have also attracted some defensive capital attention. From a technical perspective, the current stock price is in the upper half of the recent consolidation range, and the upward divergence of the short-term moving averages after gradually converging will be a key signal for trend confirmation. If the trading volume can maintain above HKD 120 million, the bullish pattern is expected to be solidified. Attention should be paid to the performance of China Tower in the A-share market and the rhythm of sector capital rotation. The short-term trend is biased towards bullish but with moderate momentum, suitable for monitoring the sustainability of trading volume

Technical Forecast

CHINA TOWER

Chagee

Pre-market trend | CHINA TOWER (788.HK) steadily increased in volume on 5/13, does the defensive stock hide short-term opportunities?

Chen Zhongyue, Chairman of CHINA MOBILE, announced at the "China Mobile 2026 Mobile Cloud Conference" that the company will advance a nationwide integrated computing power network. This initiative aims to provide accessible computing services and enhance high-speed connections between hub nodes. CHINA MOBILE will also launch a trillion-Token service trial package as part of its "New Computing Power Momentum Initiative" to foster cooperation in resource development and computing interconnection.

Chairman Chen Zhongyue: CHINA MOBILE To Advance Nationwide Integrated Computing Power Network, Launch Trillion-Token Service Trial Package

China Mobile will launch its AI-eSIM product at the 2026 Mobile Cloud Conference in Suzhou from May 7 to 9. This product features an "intelligent brain" for real-time cloud model dispatch, enabling autonomous decision-making and quick responses. Initial applications will target consumer products like AI-powered toys and smart wearables. Additionally, it includes a security chip for unique digital identities, enhancing security in industrial applications such as robotics and drones.

TechNode

Telecom giant China Mobile to launch AI-eSIM product

China Mobile will launch its AI-eSIM product at the "2026 Mobile Cloud Conference" from September 7-9 at the Suzhou Jinji Lake International Conference Center. The AI-eSIM enables real-time dispatch of cloud-based models, allowing devices to operate autonomously and respond instantly. It is suitable for AI toys, smart wearables, and other devices.

China Mobile to Launch AI-eSIM Product, Applicable to Smart Wearables and Other Devices

Starlink's global user base has grown to approximately 7.8 million by 2025, despite an 18% decrease in average monthly revenue per user. This growth is attributed to lower pricing strategies targeting emerging markets in Africa, Latin America, and Asia. While high-profit sectors like enterprise and aviation are expanding, their overall revenue contribution remains limited. Analysts indicate that Starlink is evolving from a premium service to a mainstream broadband network, aiming to reduce costs through scale expansion and enhance Elon Musk's influence in global communication.

CoinLive

Starlink's Global User Base Expands Amid Revenue Challenges

China Southern CSI Communication Service ETF(159511.SZ)

RJGF (002929): Won the bid for a procurement project from China Mobile Communications Group Zhejiang Co., Ltd., with a bid amount of 16.1763 million yuan

Forget cellular data: China’s telecoms giants are selling AI token plans

CHINA MOBILE Fortifies R&D in Key Core Techs for 5G-A, 6G, Satellite Internet

08:00 ETWorldwide RAN Market Remained Stable in 1Q26, According to Dell'Oro Group

G Sachs Raises CHINA MOBILE TP to HKD94, Rating Neutral