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MWC Frontline | CHINA TELECOM and China United Network Communications released the results of the co-built and shared 5G-A, conducting experimental low-altitude communication network in 10 cities.
On March 5, Beijing time, during MWC 2025, GSMA, China Telecom, and China United Network Communications jointly held a press conference to release the achievements of the shared network 5G-A innovation, and simultaneously published the "White Paper on Shared Network Intelligent Governance" and the shared network 5G-A evolution innovation results. Richard Cockle, head of GSMA Foundry, Liu Ying, deputy general manager of China Telecom, and Wang Limin, deputy general manager of China United Network Communications, attended and delivered speeches. During the meeting, China Telecom, China United Network Communications, and partners such as Huawei, ZTE, LM Ericsson Telephone, Nokia Oyj, and China CITIC Group discussed topics concerning 5G-A, the network.
The theoretical cost-profit margin of DeepSeek reaches as high as 545%, and major Cloud Computing companies may become the most benefited direction.
①DeepSeek has disclosed its theoretical cost and profit margin for the first time, with a total theoretical daily revenue of $562,027 and a cost profit margin of 545%. ②According to a Research Report from Minsheng Securities, DeepSeek demonstrates that through algorithm optimization, the AI Business can achieve extremely high profit margin levels, providing the best profitability multiplication "guide" for domestic Cloud Computing and domestic AI applications.
China United Network Communications: Optimized and upgraded the DeepSeek series models, saving an average of 30% in inference computational load.
① China United Network Communications announced an "adaptive slow thinking" optimization upgrade for the DeepSeek series models, saving an average of approximately 30% in inference computation, and it has been open-sourced, making it a first in the industry; ② The specific modifications include difficulty-adaptive fine-tuning, secondary distillation, and difficulty-adaptive reinforcement learning to reduce redundant outputs and resource consumption.
Fujian Snowman (002639.SZ): The holding subsidiary has provided professional services such as computer room engineering and HVAC engineering for the Datacenter construction projects of operators including China United Network Communications and CHINA MOBI
On February 20, Gelonghui reported that Fujian Snowman (002639.SZ) stated on the investor interaction platform that its controlling subsidiary has provided Professional Services such as data center construction projects for operators including China United Network Communications and CHINA MOBILE. Hangzhou Longhua, as a subcontractor for the new computing power center environmental infrastructure upgrade and transformation project of the Zhijiang Laboratory, is primarily responsible for the environmental adaptability renovation construction of six computer rooms. The relevant construction plan must meet the operational requirements for liquid cooling Server; however, the business revenue from this project accounts for less than 1% of the total revenue from the group's main business, therefore it does not constitute a significant impact on the company's overall performance.
[Hong Kong Stock Connect] China United Network Communications (00762) rose by 5.11%. Institutions indicate that the operator's access to DeepSeek will help enhance its Cloud Computing Service capabilities.
Golden News | China United Network Communications (00762) stock price is rising, up 5.11% as of the report, at HKD 9.46, with a transaction value of HKD 0.648 billion. According to news from Central China, a Research Report states that during the Spring Festival 2025, the three major operators will access DeepSeek, enabling its application across multiple scenarios and products, providing dedicated computing power solutions and supporting environments for the popular DeepSeek-R1 model, assisting in releasing the performance of domestic large models. The access to DeepSeek by the three major operators will help enhance their Cloud Computing Service capabilities, reduce cloud business costs, and promote the ecological construction of cloud businesses.
The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.
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