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CHINA MOBILE News
China Mobile's 5G Users Reach Nearly 534 Million in August
Express News | China Mobile Says Aug 5G Network Customers 533.5 Mln
Express News | China Mobile - Aug Mobile Business Net Additional Customers 730,000
China Mobile (600941.SH): In August, the net increase in mobile business customers was 0.73 million households.
China Mobile (600941.SH) announced its customer data for August, with a net increase of 0.73 million mobile subscribers and a net increase of 1.405 million broadband subscribers this month.
Counterpoint: The global cellular internet of things module market's shipment volume in the second quarter increased by 11% year-on-year.
Counterpoint has released a report on global cellular internet of things modules and chipset tracking, divided by application.
Runjian Co., Ltd. (002929.SZ): plans to win the bid for a 0.275 billion yuan China Mobile procurement project.
On September 18th, Gelonhui announced that on September 16th, 2024, China Mobile Procurement and Bidding Network released the "China Mobile Communications Group Guangdong Co., Ltd. 2024-2026 Indoor Distribution System Construction Service Public Tender Procurement Project - Bid Candidate Announcement", and Runjian Co., Ltd. was selected as the bid candidate for the above project, with a total bid scale of 0.275 billion yuan (including tax) for the entire service period.
Hong Kong stock concept tracking | Ministry of Industry and Information Technology's heavy document release! Which symbols will benefit from the mobile Internet of Things? (Attached concept stocks)
As of the end of July 2024, the number of mobile internet of things terminal users in China reached 2.547 billion households, accounting for 59% of the total number of mobile network terminal connections. The development of mobile internet of things has achieved significant results.
The Ministry of Industry and Information Technology: Accelerate the development of mobile Internet of Things from "Internet of Everything" to "Intelligent Connectivity of Everything".
① The notice is based on the development pace of the mobile internet of things industry and the current status of mobile internet of things applications in various industries, and clarifies the development goal of the mobile internet of things. ② By 2027, based on 4G (including LTE-Cat1, which is the category 1 rate type of 4G network) and 5G (including NB-IoT, narrowband internet of things).
byd company limited released a six-month "report card": the first time surpassing SAIC, with R&D investment exceeding 20 billion A shares ranking first
In the global automotive industry, the Chinese new energy auto market is reshaping the competitive landscape with rapid growth. In the first half of 2024, the Chinese auto industry witnessed simultaneous production and sales, especially in the electric vehicles sector, where the growth rate and market performance continue to rise. As a leading enterprise in China's new energy vehicle market, BYD Company Limited has just released its semi-annual report for 2024. In the first half of the year, BYD's market share of new energy autos further increased to 32.6%, with a cumulative sales volume of 1.613 million electric vehicles, maintaining its position as the domestic leader in auto sales and staying at the top of global new energy auto sales.
Pinning Down China Mobile Limited's (HKG:941) P/E Is Difficult Right Now
Wanma Technology (300698.SZ): Currently in talks with China Mobile Cloud regarding potential cooperation.
Gelonghui, September 6th, Wanma Technology (300698.SZ) recently received a specific research on the question, 'At the scene of the Youka Changzhou conference, the general manager of China Mobile Cloud also attended. Is there any follow-up cooperation with China Mobile Cloud?'. The company stated that it is currently in discussions with China Mobile Cloud regarding related cooperation, and there will be further announcements in the future. The cooperation between the company and China Mobile Cloud and other operators mainly considers the investment in network architecture and infrastructure related to the 'Edge Cloud at the End' solution, which cannot be separated from the support of operators. Therefore, it will cooperate with operators including China Mobile to provide better 'Edge Cloud at the End' solutions for automobile enterprises.
Capital Trends | Bei Shui sells petroleum stocks, Sinopec and CNOOC were sold more than 0.3 billion Hong Kong dollars each.
Track the latest trends of southbound funds.
Hong Kong stock concept tracking | Eleven departments jointly released to increase the proportion of Asia vets computing power! Investment and landing pace confirm the industry prosperity (concept stocks attached)
Recently, the Ministry of Industry and Information Technology and other eleven departments jointly issued a notice on promoting the coordinated development of new information infrastructure.
Hong Kong stock concept tracking | The communication industry ran relatively smoothly in the first half of the year, and the three major telecommunications operators are expected to further increase dividends in the future (with concept stocks)
Telecom business volume is steadily increasing, and revenue from emerging business maintains double-digit growth.
Fund trends | Beishui significantly bought 11.9 billion Hong Kong dollars of Hong Kong stocks, Tencent was net sold 0.19 billion.
Track the latest trends of southbound funds.
Beishui Trends | Beishui's net buying of 11.939 billion yuan, with domestic funds aggressively buying hong kong etf, net buying tracker fund of hong kong (02800) nearly 6.8 billion hong kong dollars
On September 2nd, there was a net inflow of HKD 11.939 billion from northbound trading in the Hong Kong stock market, with a net inflow of HKD 8.009 billion from the Shanghai-Hong Kong Stock Connect and HKD 3.93 billion from the Shenzhen-Hong Kong Stock Connect.
The Fed will join the global central bank interest rate cut in September! The era of low interest rates may be restarted.
This autumn, central banks around the world will start or continue cutting interest rates, putting an end to the era of historically high borrowing costs.
Zhongtai Securities: The overall revenue and net profit growth of the three major telecommunications operators in the first half of 2024H1 is stable and healthy, and it is expected to further improve dividends in the future.
Zhongtai Securities released an article stating that the three major telecom operators achieved positive revenue growth in the first half of 2024, and the revenue structure further improved.
Interim Report 2024
Shimao Services added a total contract area of 17.7 million square meters in the first half of the year, with high-quality formats accounting for 54.5%.
In the first half of 2024, shimao services' market expansion added annual saturated income of 0.62 billion yuan, with a newly added contract area of 17.7 million square meters and a newly added managed area of 9.84 million square meters. High-quality major clients account for as much as 66.1% in new development projects, with high-quality formats such as residences, schools, and industrial parks accounting for 54.5%. Prime, new prime, and second-tier cities account for 58.9% of high-quality markets. During the reporting period, shimao services placed greater emphasis on project quality and overall profitability. In the first half of the year, the company's newly developed projects with annual saturated income exceeding 5 million yuan reached as many as 36, with over 10 large projects exceeding 10 million. Also achieved top rankings.
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