[This week’s market trend]
From February 10, 2025 to February 14, 2025, the Shanghai Composite Index rose 1.3% to 3,346.72 points. The growth enterprise market index rose 1.88% to 2215.30 points. The Shenzhen Component Index rose 1.64% to 10,749.46 points. China Unicom rose 14.34% in the past week, 23.30% in the last month and 35.55% in the last year.
[Review of competing products]
[week-related information]
Company news
China Unicom: In 2025, it is planned to launch 5G-A in 39 key cities and support over 300 5G-A mobile phones.
Summary: China Unicom recently released the "5G-A Action Plan", and plans to launch 5G-A services in 39 key cities in 2025, and promote them in more than 300 cities. At the same time, the "5G-A Spark Plan" and "Hundred Rivers Plan" were launched to strengthen industrial chain cooperation. It is estimated that more than 300 5G-A mobile phones will be supported this year, and 20 billion yuan of "Unicom Supplement" will be launched. 5G-A technology will promote the upgrade of mobile communication network, enhance user experience and help the intelligent transformation of the industry.
Telecom stocks continued to rise. China Unicom rose more than 4%. DeepSeek brought a new round of growth opportunities to operators.
Summary: Telecom stocks continued to rise. China Unicom rose 4.49% to HK$ 8.15, () rose 2.69% to HK$ 5.72, and () rose 1.15% to HK$ 78.9. According to the Ministry of Industry and Information Technology, the three major telecom companies have fully accessed the DeepSeek model to promote the development of AI applications. Huatai Securities expects that AI applications will drive the growth of data traffic and cloud services, and the three major operators are expected to benefit from this in the next decade.
China Unicom, which involves more than 300 cities, disclosed the 5G-A action plan.
Summary: China Unicom released the "5G-A Action Plan" in Harbin on February 10th, and plans to fully launch 5G-A services in the main urban areas of 39 key cities by 2025, and promote them in key scenes of more than 300 cities. The plan includes "four-pole" network and "four-integration" capability, aiming at promoting the deep integration of communication and multiple fields, improving the performance of 5G-A network, and accelerating technological innovation and industrial upgrading.
China Unicom: Make it stronger and better, enlarge the 5G-A industrial ecology and promote high-quality development
Summary: China Unicom released the action plan of 5G-A in Harbin, and Wang Limin, deputy general manager, emphasized that it has built the first largest and fastest 5G co-construction and sharing network in China, covering 290 million users. The company will promote high-quality development through integration and innovation, especially providing official communication and cloud services for the 2025 Asian Winter Games, and applying 5G-A technology to enhance event management and audience experience.
Industry news
Yu Xiaohui, president of China Information and Communication Research Institute, and his party visited Venus Star.
Summary: On February 13th, Yu Xiaohui, president of China Institute of Information and Communication, and his party visited (), focusing on the practical application of the company in the fields of safe operation, industrial internet and vehicle networking. The Venus Star leadership team accompanied the whole process and introduced the innovative achievements of AI empowerment security. The two sides had in-depth exchanges on issues such as artificial intelligence security, and emphasized that they would use the scientific and technological strength of China Mobile to promote the development of the network security industry.