Guotai CSI All Share Communications Equipment ETF

Telecom Equipment Exports Surge, Special Fiber Prices Jump 10x, Tianhong Fund Tops Returns in 2025

Cambridge Industries Discovers Strong Optical Module Demand, Advances Capacity Expansion and Supply Chain Security

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%

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

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

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

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

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

ZTE Establishes Strategic Partnership with National Interventional Medicine Research Center for AI-driven Healthcare

ZTE Launches FTTR-B Full Optical Solution to Empower SME Digital Transformation

UOB Kay Hian analyst maintains hold rating on ZTE with target price

FII released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 251.08 B (forecast CNY 314.39 B), actual EPS CNY 0.53 (forecast CNY 0.5868)

Citi Releases Report: ZTE Exceeds Revenue Expectations But Falls Short on Gross Margin

Cambridge Technology Sees Significant Revenue and Net Profit Growth in Q1 2026

ZTE Reports a Significant Drop in Net Profit for the First Quarter

CIG released FY2026 Q1 earnings on April 27 After-Market (BJT), actual revenue CNY 1.287 B, actual EPS CNY 0.34

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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

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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Fibocom Wireless, Inc. has declared a final ordinary cash dividend of RMB 2.34 per 10 shares for the financial year ending December 31, 2025, with shareholder approval on May 18, 2026. Key details include an ex-dividend date of June 2, 2026, a record date of June 8, 2026, and a payment date of July 13, 2026. The announcement also clarifies tax arrangements for various shareholder categories, enhancing transparency for cross-border investors.

Tip Ranks

Fibocom

FIBOCOM

Fibocom Updates Final Dividend Details and Tax Rules for 2025 Payout

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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

CHINA UNICOM

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.

AASTOCKS News

Chagee

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.

CoinLive

NVIDIA

Berkshire Hathaway

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Alphabet

Alphabet - C

Delta Air Lines

Amazon

New York Times

Visa

Mastercard

Unitedhealth

Chevron

Bank of America

Apple

NVIDIA Corporation

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

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

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

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

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

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

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ERIC

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

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

Guotai CSI All Share Communications Equipment ETF(515880.SH)

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

Fibocom Updates Final Dividend Details and Tax Rules for 2025 Payout

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

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

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