UB-CMOB@EP2702A

China Mobile Launches Intelligent Service Matrix and Embodied Intelligence Innovation Center

China Mobile to Launch AI-eSIM Product

China Mobile Holds AI Eco-conference

Mortorel Thread Completes Full Process Adaptation and Verification for the Jiutian 35B Model

China Mobile's Jiutian 35B Model Soon to be Released, Beregn Technology Completes Compatibility Verification

China Mobile and OPPO Jointly Launch eSIM Supported Flagship Phones

China Mobile Optimizes Business Structure but Sees Service Revenue Decline in Q1

China Mobile Launches TianTong Satellite Calling Service

China Mobile to Hold Annual General Meeting on May 21, 2026

Zhao Hangbin Delivers Keynote Speech: Home Networks Evolving Towards Proactive Intelligence

China Mobile Releases 5G-A Super Uplink Technical Evolution and Planning White Paper and Establishes Test Base

China Mobile Launches AI Computing Power Token Packages to Promote AI Popularization

UBS Maintains 'Neutral' Rating on China Mobile with Target Price of HKD 81

Morgan Stanley Analyzes China Mobile's Q1 Earnings Exceeding Expectations

Morgan Stanley Maintains China Mobile's 'In-Line With Market' Rating

Citi Releases Below-Expectations Q1 2026 Earnings Report for China Mobile

China Mobile Releases First Quarter 2023 Earnings Report, Shareholder Profits Decline

China Mobile Announces First Quarter 2026 Customer Data

CHINA MOBILE released FY2026 Q1 earnings on April 20 During-Market (BJT), actual revenue HKD 302.12 B (forecast HKD 293.06 B), actual EPS HKD 1.5305 (forecast HKD 1.4965)

China Mobile Unveils Single-Channel 400G Ethernet Physical Layer Report

NTES-S

KWAN YONG

PEIJIA-B

REMEGEN

RADIANCE HLDGS

POP MART

BAOZUN-W

ARCHOSAUR GAMES

XIAOCAIYUAN

HEPALINK

600941

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Kimi is approaching a significant financing round, aiming to secure $2 billion at a post-investment valuation exceeding $20 billion. According to NS3.AI, Meituan Dragon Ball is spearheading the round, with participation from China Mobile and CPE.

CoinLive

China Mobile

CHINA MOBILE

MEITUAN

MEITUAN-WR

Meituan

Meituan HK SDR 5to1

CN Mobile HK SDR 5to1

CHINA MOBILE-R

Kimi Nears $2 Billion Financing Round Led by Meituan Dragon Ball

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SPDB International reported that southbound funds recorded a net inflow of HKD56.54 billion into Hong Kong stocks in April, down from HKD61.4 billion in March. The average daily turnover share of these funds decreased to 21.3%. The report highlighted a preference for high-dividend stocks and quality growth names, with notable inflows into CHINA MOBILE, CCB, and XIAOMI. The top 20 stocks by net southbound inflows included CHINA MOBILE (HKD7.93 billion) and CCB (HKD6.09 billion).

AASTOCKS News

Hang Seng Index

CHINA SHENHUA

CSEC/China Shenhua

SINOPEC CORP

Sinopec Corp.

ICBC

XIAOMI-W

LENOVO GROUP

Lenovo Group

ASMPT

3SBIO

AKESO

HANSOH PHARMA

KUAISHOU-W

BANK OF CHINA

Bank Of China

KB LAMINATES

CM BANK

China Merchants Bank

PICC P&C

PICC Group

HUANENG POWER

Huaneng Power International, Inc. Sponsored ADR Class N

LI AUTO-W

Li Auto

Xiaomi Corporation

XIAOMI-WR

Xiaomi HK SDR 2to1

LENOVO GROUP-R

POP MART HK SDR 20to1

Sunshine Guojian Pharmaceutical

KUAISHOU-WR

BOC HONG KONG

Bank of China

SPDB International Lists Top 20 Southbound Net Buys in HK Stocks for Apr (Table)

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515050

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China Mobile will launch its AI-eSIM product at the 2026 Mobile Cloud Conference in Suzhou from May 7 to 9. This product features an "intelligent brain" for real-time cloud model dispatch, enabling autonomous decision-making and quick responses. Initial applications will target consumer products like AI-powered toys and smart wearables. Additionally, it includes a security chip for unique digital identities, enhancing security in industrial applications such as robotics and drones.

TechNode

Guotai CSI All Share Communications Equipment ETF

China Southern CSI Communication Service ETF

ChinaAMC CSI 5G Communication ETF

Harvest CNI Communication ETF

Telecom giant China Mobile to launch AI-eSIM product

China Mobile will launch its AI-eSIM product at the "2026 Mobile Cloud Conference" from September 7-9 at the Suzhou Jinji Lake International Conference Center. The AI-eSIM enables real-time dispatch of cloud-based models, allowing devices to operate autonomously and respond instantly. It is suitable for AI toys, smart wearables, and other devices.

China Mobile to Launch AI-eSIM Product, Applicable to Smart Wearables and Other Devices

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HSBC Research analyzed the 1Q results of Chinese telecom companies, noting a decline in service revenue and net profit due to increased value-added tax. CHINA MOBILE showed resilience with a smaller YoY decline in service revenue and a significant rise in operating cash flow, prompting a Buy rating. In contrast, CHINA TELECOM's results fell short of expectations, leading to a downgrade to Hold. CHINA UNICOM had mixed results, while CHINA TOWER saw revenue growth but missed EBITDA forecasts. HSBC adjusted target prices for these stocks accordingly.

CHINA TELECOM

CHINA UNICOM

China Unicom

CHINA TOWER

HSBC Research: Divergent 1Q Results for Chinese Telecoms; Favors CHINA MOBILE, Downgrades CHINA TELECOM to Hold

601939

KBAB

BABX

G Sachs reported a net inflow of USD2.1 billion into Hong Kong stocks by Southbound funds last week, totaling USD33 billion for the year. Major net buys included CNOOC (USD202M), CCB (USD174M), and China Mobile (USD136M). Major net sells featured Alibaba (USD287M), Tencent (USD156M), and YOFC (USD47M).

KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

TENCENT

BABA-W

Alibaba

G Sachs Lists Major Net Buys and Net Sells of Hong Kong Stocks by Southbound Funds Last Week (Table)

600050

00762

In 1Q26, China's telecom service revenue fell by 1.8% year-on-year to RMB439.4 billion, according to the Ministry of Industry and Information Technology (MIIT). However, the total telecom business volume rose by 8.3% year-on-year when adjusted for constant prices. By the end of March, the total number of mobile subscribers reached 1.836 billion, with 5G subscribers accounting for 1.254 billion, representing 68.3% of the total and a net increase of 49.53 million from the previous year.

MIIT: 1Q26 Telecom Service Revenue Down 1.8% YoY; Total Telecom Business Volume Up 8.3% YoY

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The Hong Kong stock market has seen a rise of over 320 points or 1.2% recently, with the Hang Seng Index closing at 26,487.48. Despite this, the outlook for Asian markets remains negative due to geopolitical tensions in the Middle East. Major stocks showed mixed results, with AIA and Alibaba declining, while Baidu and China Mobile saw gains. Wall Street's performance was weak, influenced by rising crude oil prices and disappointing market trends. Overall, the market may experience consolidation in the coming days.

nasdaq

ISHARESHSI

BIDU-SW

Baidu

CHINA LIFE

China Life

JD-SW

JD.com

CITIC

CNOOC

HKEX

HSBC HOLDINGS

HSBC

PETROCHINA

NetEase

NONGFU SPRING

PING AN

Ping An

SMIC

SHK PPT

WUXI APPTEC

WuXi AppTec

ZIJIN MINING

Zijin Mining

Dow Jones Industrial Average

NASDAQ Composite Index

S&P 500

Unitedhealth

D.R. Horton

Nasdaq

AIA-R

AIA Group

BABA-WR

Alibaba HK SDR 5to1

BIDU-SWR

JD-SWR

CNOOC-R

HKEX-R

Hong Kong Exchanges and Clearing (HKEX)

HSBC 5xShortSG241213

HSBC Holdings Plc

PetroCN HK SDR 1to2

PING AN-R

Ping An Insurance

SMIC HK SDR 5to1

SHK PPT-R

Tencent

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

Consolidation Expected For Hong Kong Shares

000063

00763

159994

The State Council issued opinions on promoting capacity expansion and quality improvement in the service sector, emphasizing the deep implementation of large-scale 5G applications, advancing 5G-A network development, and strengthening 6G technology research. It also mentioned appropriately ahead-of-schedule construction of mobile IoT and the development of satellite internet application services

Wallstreetcn

Yinhua CSI 5G Communication Theme ETF

State Council: Strengthen R&D of Sixth-Generation Mobile Communication (6G), Advance Mobile IoT Construction

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On April 21, the Hong Kong stock market closed with the Hang Seng Index and the National Enterprises Index both rising, while the Hang Seng Technology Index slightly retreated. The technology growth sector surged strongly, with consumer and some electronic stocks active. Mainstream funds flowed around popular growth and new consumption directions, showing a clear structural differentiation in market styles. Investors are paying attention to macroeconomic conditions and policy risks, with high-quality blue chips and policy-benefiting sectors receiving a defensive allocation tendency

- On April 21, Hong Kong's stock indices showed divergence, with the Hang Seng Index rising 0.48% to 26,487.48 points, while the Hang Seng Tech Index slightly fell by 0.08%.  
- Significant movements included Longside Chanchin's rise of over 39%, indicating strong investor interest in tech growth stocks, while new consumption stocks like Auntie Ho also saw notable increases.  
- The market faces heightened volatility risks as investors remain vigilant toward changes in the macroeconomic environment and geopolitical risks.

LB Select

GPIXEL

JOYSON ELEC

AUNTEA JENNY

MANYCORE TECH

YOFC

Hong Kong stock market closing | The Hang Seng Index rose 0.48% to stabilize at 26,487 points, with technology growth stocks leading the gains, AUNTEA JENNY rose nearly 15%

Today’s Key News Recap

0421 | Dolphin Research Watchlist: 🐬 Macro/Industry. US Vice President Vance is expected to depart for Islamabad on the morning of Apr 21 ET (evening Beijing time) to push a new round of US–Iran ceasefire talks.The current two‑week truce expires on Apr 22. Iran had wavered but agreed to attend after mediation, with talks focused on extending the ceasefire and maritime blockades.Easing Middle East tensions would benefit global energy supply chains and shipping stability. In the near term, it should curb oil price volatility.🐬 Single stocks. $Apple(AAPL.US) officially announced...

Traeger

Amazon

Apple Group

Apple

AAPL pivots from the 'Cook era' to a hardware-first play; AMZN adds $5bn, doubling down on Anthropic | Daily News Recap

UB-CMOB@EP2702A(28810.HK)

Kimi Nears $2 Billion Financing Round Led by Meituan Dragon Ball

SPDB International Lists Top 20 Southbound Net Buys in HK Stocks for Apr (Table)

Telecom giant China Mobile to launch AI-eSIM product

China Mobile to Launch AI-eSIM Product, Applicable to Smart Wearables and Other Devices

HSBC Research: Divergent 1Q Results for Chinese Telecoms; Favors CHINA MOBILE, Downgrades CHINA TELECOM to Hold