ChinaAMC CSI 5G Communication ETF

GigaDevice Launches Three New Brushless Motor Gate Drivers

HKEX filing shows BlackRock increases stake in ZTE to 7.58%

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

Nearly 400 Listed Companies Disclose Shareholder Reduction Plans in Q2, Total Amount Exceeds 118.8 Billion Yuan

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

5G Communication Index Drops 1.85%, Communication ETF HX Rises Nearly 2% with Over 69 Million Net Inflow

JPMorgan reduces stake in ZTE by approx. 60.71 million HKD on May 11

China's digital industry sees double-digit revenue and profit growth in Q1

Midea Group and ZTE Sign Strategic Cooperation Agreement

Inner Mongolia Energy Group Discusses Smart Energy Construction with ZTE

ZTE Demonstrates Technological Innovations at 2026 Broadband Conference in Sao Paulo

Luxshare Precision Industry Acquires JX International Equity to Become Controlling Shareholder

ZGXC Shareholder Zhu Yiming's Shares Reduction Reaches 1% Threshold

ZG Innovations Chairman Zhu Yiming Reduces Holding to 6.04%

China Minmetals Enhances Business and Value Creation through Full Industry Chain Synergy

Zhaoxin Innovation's Q1 Gross Margin Rises, Forecasting Continued Increase in Specialty DRAM Prices

GigaDevice's MCU Products Widely Used in Robotics and New Products to Be Released

GigaDevice Semiconductor Reports More Than Doubling Revenue and Profit Soaring Over Sixfold in Q1

AI demand boosts Hon Hai's earnings, ZTE faces revenue without profit growth

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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

China Southern CSI Communication Service ETF

Guotai CSI All Share Communications Equipment ETF

Harvest CNI 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 TELECOM shares rose over 4% after Morgan Stanley reported the launch of a nationwide Token plan for enterprise and consumer customers, marking a significant move to explore new business models in the AI era. The plan offers a monthly subscription model, differing from previous provincial-level offerings by competitors. Morgan Stanley believes this initiative is crucial for telecom operators seeking new revenue sources as mobile data penetration peaks.

AASTOCKS News

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CHINA TELECOM  Once Jumps Over 4% as M Stanley Says Nationwide Token Plan Is Positive Move to Test New Business Models in AI Era

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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

KNOWLEDGE ATLAS

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

CHINA TELECOM has launched trial commercial Token plans starting from RMB9.9 per month for individual customers and RMB39.9 for developers. The plans offer integrated services including Token, connectivity, and security, supporting various applications like AI programming and content creation. Additionally, the company will introduce Tianyi Token Coin for customer rewards and expand Token benefits through partnerships with AI ecosystem partners.

CHINA TELECOM Unrolls Commercial Token Plans with Monthly Fee Starting from RMB9.9

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.

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

China Telecom has launched trial AI Token subscription plans, transitioning from data traffic sales to computing power services. Plans for developers and small businesses range from 39.9 yuan ($5.50) for 15 million Tokens to 299.9 yuan ($41.50) for 150 million Tokens. Individual plans start at 9.9 yuan ($1.40) for 10 million Tokens, with the highest at 49.9 yuan ($6.90) for 80 million Tokens. This move reflects the growing demand for AI services in China.

TechNode

China Telecom launches trial AI Token subscription plans starting at $1.4 per month

Shanghai Telecom has launched a token-based tariff package, allowing users to purchase 250,000 credit points for 1 yuan, supporting mobile bill payments. Meanwhile, Anthropic is seeking an additional $30 billion in funding for its AI lab, which has attracted significant venture capital investment.

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BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

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BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

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Bank of America Corp

Shanghai Telecom launches token-based tariff packages; Anthropic seeks further funding.

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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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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%.

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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

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

ChinaAMC CSI 5G Communication ETF(515050.SH)