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citic sec: Four industry associations have spoken out, calling for the localization of chips, which has a significant guiding role in the direction.
On December 3, 2024, the four major industry associations of china's semiconductors/autos/internet/communication companies collectively issued a statement, firmly opposing the usa's export restrictions against china, stating that relevant chip products from the usa are no longer safe or reliable, and calling for the active use of chips produced by domestic and foreign enterprises in china.
Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
China Galaxy Securities: AI and computing power boost revenue quality, the telecommunications industry is expected to maintain a high level of prosperity.
The main driving force in the current telecommunications industry is based on the optimization of operator capital expenditure structure, the resonance of artificial intelligence, and a new paradigm dominated by the divergence of sub-industries.
China United Network Communications Co., Ltd. operating data announcement for October 2024
China United Network Communications (600050.SH): As of October 2024, the number of 5G package users has reached a total of 287.624 million.
Gelonghui, November 22 - China United Network Communications (600050.SH) announced the operation data for October. As of October 2024, the cumulative number of "big connection" users reached 1,117.912 million, the cumulative number of 5G package users reached 287.624 million, and the cumulative number of internet of things terminal connections reached 605.051 million.
Express News | China Unicom Says Oct Aggregate Number of 5G Package Subscribers 287.6 Mln
