HS#C MOBRC2812B

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

GOLDENPOWER

SLING GROUP

MOISELLE INT'L

UBOT HOLDING

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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

China Mobile

CHINA MOBILE

YieldMax AI Option Income Strategy ETF

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Meituan

Meituan HK SDR 5to1

CN Mobile HK SDR 5to1

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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).

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Hang Seng Index

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Sinopec Corp.

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LENOVO GROUP

Lenovo Group

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AKESO

HANSOH PHARMA

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BANK OF CHINA

Bank Of China

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CM BANK

China Merchants Bank

PICC P&C

PICC Group

HUANENG POWER

Huaneng Power International, Inc. Sponsored ADR Class N

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Li Auto

Xiaomi Corporation

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Xiaomi HK SDR 2to1

LENOVO GROUP-R

POP MART HK SDR 20to1

Sunshine Guojian Pharmaceutical

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BOC HONG KONG

Bank of China

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

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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.

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

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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

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Alibaba

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

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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.

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Baidu

CHINA LIFE

China Life

JD-SW

JD.com

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CNOOC

HKEX

HSBC HOLDINGS

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NetEase

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SMIC

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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

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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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