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).
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
U Mobile, China Mobile International Sign MoU For 5G Collaboration
Northbound funds | Northbound funds net purchased 2.875 billion tracker fund of Hong Kong (02800) and china mainland banking stocks. Petroleum stocks show differentiation.
On August 27th, in the Hong Kong stock market, the northbound funds had a net buy of 2.875 billion Hong Kong dollars, with a net buy of 1.808 billion Hong Kong dollars through the Shanghai-Hong Kong Stock Connect and a net buy of 1.067 billion Hong Kong dollars through the Shenzhen-Hong Kong Stock Connect.
China Mobile (00941) will distribute a cash dividend of 2.3789 yuan per share for the A-share mid-term of 2024 on September 2nd.
China Mobile (00941) announced that it will distribute the 2024 A-share interim dividend per share on September 2, 2024...
Honor Secures New Round of Investment From China Mobile
Received investment from China Mobile, further advancing the path to listing for Honor.
①Honor stated that the investment from China Mobile Communications Corporation in Honor has a good synergistic effect on innovation in the personal and home terminal market. ②Honor plans to launch the corresponding equity reform in the fourth quarter of this year, and then initiate the IPO process at the appropriate time.
Northbound water movements | Net sales of 0.083 billion shares by CSPC Pharma (01093), with an increase of 0.4 billion shares in Semiconductor Manufacturing International Corporation (00981) being sold.
On August 22, in the Hong Kong stock market, the net selling of Mainland institutional investors was 8.3 hundred million Hong Kong dollars, of which the net buying of Shenzhen Connect was 1.565 hundred million Hong Kong dollars, and the net selling of Shanghai Connect was 1.648 hundred million Hong Kong dollars.
Research Reports | Haitong Securities: Gives China Mobile an "outperform the market" rating, and the scale of intelligent calculation has exceeded the annual target.
haitong sec research reports pointed out that China Mobile (600941.SH) has continuously improved its operational efficiency, and the scale of intelligent calculation has exceeded the annual target. Despite the complex global external environment in the first half of the year, the overall effective demand is still insufficient. The overall revenue growth rate has slowed down compared to the past, but the company stated that it will strive to achieve steady revenue growth and good profit growth for the whole year based on the first half of the year. At the same time, the company continues to increase its dividend payout, with a proposed dividend of 2.38 yuan for 24H1, +7% year-on-year. The dividend payout ratio for the whole year is expected to further increase, and the corresponding 24E H shares/A shares dividend yield is 7.1% and 4.5% respectively. Reference global
China Mobile is one of the clients of Three-dimension Earth (301159.SZ) in the business of data asset management.
Gelonghui, August 21st | Three-dimensional Tianhui (301159.SZ) stated on the investor interactive platform that china mobile is one of the clients of the company's data asset management business, and the company has provided it with a master data management system planning and data governance services. Asset management is one of the company's two main business, and the company's independently developed data asset management platform can carry out sorting, development, analysis, and value mining of data within enterprise customers. In 2024, the company obtained the data product development service provider certificate issued by the Shanghai Data Exchange, and was introduced as a data technology service provider by the Beijing International Big Data Exchange.
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