BP-CMOB@EC2612A

iFLYTEK and China Mobile Jointly Launch 'Xinxi Xinghuo Smart Box'

China Mobile Launches Mobile Model Service Platform MoMA

China Mobile Announces the Construction of a Value Chain Linking Computing Power and Tokens

China Mobile Chairman Chen Zhongyue Delivers Keynote Speech at the 2026 Mobile Cloud Conference

China Mobile to Advance Nationwide Integrated Computing Power Network Construction

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

RONGZUN INT’L H

ASIA PIONEER

160 HEALTH

VC HOLDINGS

CENTRALCHINA MT

ASTRUM

HENGDELI

HAITIAN ANTENNA

CN CULTURE GP

TOMO HOLDINGS

00941

600941

515050

159695

159511

Chen Zhongyue, Chairman of CHINA MOBILE, announced at the "China Mobile 2026 Mobile Cloud Conference" that the company will advance a nationwide integrated computing power network. This initiative aims to provide accessible computing services and enhance high-speed connections between hub nodes. CHINA MOBILE will also launch a trillion-Token service trial package as part of its "New Computing Power Momentum Initiative" to foster cooperation in resource development and computing interconnection.

AASTOCKS News

CHINA MOBILE

China Mobile

ChinaAMC CSI 5G Communication ETF

Harvest CNI Communication ETF

China Southern CSI Communication Service ETF

CN Mobile HK SDR 5to1

CHINA MOBILE-R

Chairman Chen Zhongyue: CHINA MOBILE To Advance Nationwide Integrated Computing Power Network, Launch Trillion-Token Service Trial Package

AIYY

Kimi developer Moonshot AI is nearing a $2 billion funding round, valuing the company at over $20 billion. The round is led by Meituan’s Long-Z Fund, with participation from China Mobile and CPE. This follows three previous funding rounds in early 2023, totaling $1.9 billion, bringing the total raised to over $3.9 billion in less than six months, making it the most-funded startup among China's large model companies.

TechNode

YieldMax AI Option Income Strategy ETF

MEITUAN

MEITUAN-WR

Meituan

Meituan HK SDR 5to1

Kimi reportedly nears $2 billion funding round at over $20 billion valuation

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

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).

Hang Seng Index

CHINA SHENHUA

CSEC/China Shenhua

SINOPEC CORP

Sinopec Corp.

ICBC

XIAOMI-W

LENOVO GROUP

Lenovo Group

ASMPT

POP MART

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)

515880

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.

Guotai CSI All Share Communications Equipment 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

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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

NTES-S

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

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

Rivian Automotive

Terns Pharmaceuticals

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

Financial Analysis

China Mobile (600941.SH/00941.HK) released its Q1 2026 results after the HK close on Apr 20 (Beijing time), for the quarter ended Mar 2026. Highlights: 1) Operating metrics — revenue held up.Total revenue was RMB 266.4bn (+1% YoY). The company’s telecom service revenue dipped slightly YoY this quarter.Product sales and other businesses posted double-digit YoY growth for a second consecutive quarter. Operating profit was RMB 29.0bn (-11% YoY)...

China Mobile: Tax Reform Skimming? Payouts Need to Be More Generous

China Mobile Q1 2026 First Take: revenue grew at a low single-digit pace, while profit declined on GPM compression and higher costs. With capex cut sharply in the quarter, after-tax cash operating profit still rose about 5%. Connectivity remains the core biz., accounting for nearly 90% of revenue. Mobile subscribers increased by 3.76 mn QoQ in the quarter. As the leading domestic operator, the QoQ add underscores its competitive position. Behind China Mobile's steady print, the market is focused on three areas. They are: a) capex, b) dividends, and c) the VAT policy shift. a) Capex: Q1 capex was RMB 30.4bn, down RMB 6bn YoY. Given the full-year plan of RMB 136.6bn, the remaining three quarters imply ~RMB 106.4bn in total, or ~RMB 35.2bn per quarter. As the 5G heavy investment cycle winds down, capex continues to contract. b) Dividends: The company paid RMB 19.7bn in Q1. Payouts are typically concentrated in Q2–Q3. Assuming a RMB 35.0bn dividend in Q2, the payout ratio would remain around 76%. c) VAT change: Effective Jan 1, 2026, data, SMS and MMS will be reclassified from 'value-added telecom services' to 'basic telecom services'. The applicable VAT rate will rise from 6% to 9%. Overall, revenue and subscriber counts continue to grow, with capex trimmed and a high payout maintained. While there are limited near-term growth drivers, it remains a solid dividend play. $CHINA MOBILE(00941.HK) $China Mobile(600941.SH) $CHINA MOBILE-R(80941.HK)

Apr 20 ｜ Dolphin Research Focus: 🐬 Macro/Industry. 1) Ibrahim Azizi, chair of Iran's Islamic Consultative Assembly Committee on National Security and Foreign Policy, told Al Jazeera that Iran will continue talks with the U.S., but stressed it is 'not at any cost' and will not accept arbitrary U.S. demands.The current U.S.-Iran temporary ceasefire expires on Apr 22. The two sides held a first round in Oman earlier, and the region sits at an inflection point between war and peace.The restart signals a pragmatic stance by Tehran. Yet core differences remain, leaving limited room for maneuver...

Bio-Techne

CATL

NVIDIA

Micron Tech

CATL HK SDR 30to1

XL2CSOPHYNIX

DeepSeek

Samsung Electronics 

MU debuts 24Gb GDDR7 memory; DeepSeek's first external round sparks AI capital frenzy | Daily News Recap

BP-CMOB@EC2612A(29075.HK)

Chairman Chen Zhongyue: CHINA MOBILE To Advance Nationwide Integrated Computing Power Network, Launch Trillion-Token Service Trial Package

Kimi reportedly nears $2 billion funding round at over $20 billion valuation

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