China Mobile: Profit attributable to shareholders for the first half reached RMB 78.9 billion, with an interim dividend of RMB 2.51 per share.
Gelonghui, August 13 | China Mobile (00941.HK) announced its interim results for 2026. In the first half of 2026, the company's operating revenue reached RMB 538.0 billion, a year-on-year decrease of 1.1%, with positive growth on a comparable basis. Among this, main business revenue amounted to RMB 452.7 billion, down 3.1% year-on-year; other business revenue was RMB 85.4 billion, up 11.2% year-on-year. The proportion of revenue from computing power services and intelligent services in main business revenue reached 22.6%, an increase of 2.2 percentage points year-on-year. During the reporting period, net cash inflow from operations was RMB 114.9
Zhitong HK Stock Market Early Briefing | White House Announces Tariffs on Imported Drones and Components; SMIC (00981) Reports 261.7% Year-on-Year Increase in Q2 Profit Attributable to Shareholders
The White House announced on the 13th that President Trump signed a proclamation imposing ad valorem tariffs of 10% to 100% on imported drones and their components, citing national security threats.
Express News | China Mobile: Total intelligent computing capacity is expected to increase by more than 48,000 PFLOPS for the full year.
Reporters learned from China Mobile that the company will actively strive to achieve its full-year 2026 targets in the second half of the year. These targets include a net increase of 10 million mobile customers, a net increase of 18 million broadband-connected customers, and an addition of over 48,000 PFLOPS to its total intelligent computing capacity. As of the first half of this year, China Mobile's total intelligent computing capacity reached 112,700 PFLOPS, with an online resource utilization rate exceeding 90%. Regarding capital expenditure on the computing power network, the company will increase investment ranging from AI Data Centers (AIDC) to ultra-large-scale intelligent computing clusters. Company executives stated at the earnings conference, "In recent years, demand for computing power has continued to grow explosively. Some of the company's hub nodes and hotspot regions have been pre-sold, reflecting a strong sales situation where supply falls short of demand. We will align investment with demand to ensure every penny is spent where it matters most."
China Mobile Accelerates 'Sci-tech Service Enterprise' Plans as VAT, Market Changes Weigh on Interim Results
China Mobile (HKG:0941, SHA:600941) is accelerating its plan to shift to a "sci-tech service enterprise" from a communications group, as it reported first-half results weighed down in part by a
China Mobile (00941): Total mobile communication customers reached approximately 1.011 billion in the second quarter.
China Mobile (00941) released its customer data for the second quarter of 2026. The total number of mobile communication customers reached approximately 1.011 billion, with a net increase of 2.117 million customers in the quarter. The number of 5G network customers stood at approximately 687 million. The total number of broadband network customers was approximately 337 million, with a net increase of 3.803 million customers in the quarter.
CURRENCY ELECTION FOR 2026 INTERIM DIVIDENDCLOSURE OF REGISTER OF MEMBERS FOR HONG KONG SHARESANDANNOUNCEMENT IN RELATION TO THE WITHHOLDING ANDPAYMENT OF ENTERPRISE INCOME TAX FOR NON-RESIDENTENTERPRISES IN RESPECT OF 2026 INTERIM DIVIDEND
2026 INTERIM RESULTS
Express News | China Mobile establishes Yangtze River Delta Intelligent Computing Technology Company with a registered capital of RMB 100 million.
According to the Qichacha app, China Mobile Yangtze River Delta (Wuhu) Intelligent Computing Technology Co., Ltd. was recently established. The legal representative is Li Kunzi, and the registered capital is RMB 100 million. The business scope includes: development of artificial intelligence application software; sales of mobile communication equipment; sales of Internet of Things (IoT) equipment; internet security services; big data services, among others. Equity penetration analysis by Qichacha shows that the company is indirectly wholly owned by China Mobile Communications Co., Ltd.
Express News | Investment Calendar: Key Capital Market Events to Watch on Thursday
1. No new stock subscriptions are available today. 2. The State Council Information Office held a series of press conferences themed "Kickstarting the 15th Five-Year Plan," introducing progress on the comprehensive promotion of building a Beautiful China. 3. SanDisk's Investor Day will be held on August 13 (Eastern Time), with CEO David Goeckeler in attendance. The NAND storage cycle and the HBF high-bandwidth flash memory roadmap will set the tone for the storage sector, aligning with market trends at the FMS Flash Memory Summit. 4. The 2026 (18th) Digital Development Conference on Logistics and Supply Chain will be held from August 13 to 15. 5. The 2026 SMM Battery Technology Industry Conference will be held in Changsha, Hunan Province, from August 13 to 14. 6. SMIC: Will disclose its Q2 2026 earnings after trading hours on August 13, and hold an earnings briefing on August 14. 7. Haiguang Information, Gaozheng Civil Explosives, China Mobile, and other stocks will disclose their interim reports for 2026. 8. CNY 1 billion in 7-day reverse repos mature today. 9. Data such as the US weekly initial jobless claims and the US July PPI will be released today.
Express News | Shanghai: Support software enterprises in widely adopting Coding platforms
The Shanghai Municipal Commission of Economy and Informatization has issued the '15th Five-Year Plan for the Development of Shanghai’s Software and Information Services Industry.' It states that efforts will be made to advance the AI-enabled transformation of software products, accelerate intelligent upgrades in high-value scenarios such as industrial drafting, engineering design, and production scheduling, and enhance the intelligent perception, analysis, decision-making, and execution capabilities of software products. The plan also promotes intelligent technological transformation among software enterprises, supports their widespread adoption of Coding platforms, and aims to establish end-to-end, fully integrated intelligent R&D production lines. It further explores including expenditures on tokens, data governance, large model deployment, and retraining within the scope of eligible investments for enterprise technological transformation support.
Analyst Ratings | Citi: Lowers target prices and earnings forecasts for three major China telecom stocks; maintains 'Buy' rating on H-shares
Citi issued a research report, revising down China Mobile's revenue forecasts for 2026 and 2027 by 4.4% and 7%, respectively, and its net profit forecasts for the same periods by 13.4% and 17.5%, citing the impact of adjustments to value-added tax policy compressing effective service revenue and adopting a more cautious view on the contribution of AI-driven revenue during the transition period. The firm lowered its target price for China Mobile’s H shares from HK$105.1 to HK$102 and for its A shares from RMB 135 to RMB 120, while maintaining a 'Buy' rating. For China Telecom, Citi reduced its 2026 and 2027 revenue forecasts by 5.2% and 8.3%, respectively, and its net profit forecasts by 19.8% and
Express News | Daimeng Robotics Announces Completion of Hundreds of Millions of RMB Financing Round Led by Ant Group
Daimeng Robotics has announced the completion of a financing round amounting to hundreds of millions of RMB, led by Ant Group with existing shareholders participating in an oversubscribed follow-on investment. Within the past two months, Daimeng has successively completed a Series A round of over RMB 100 million and a strategic financing round totaling hundreds of millions of RMB. Previous investors include Inovance Industrial Investment, China Mobile Chain Leader Fund, Lenovo Capital and Incubator Group, China Merchants Venture Capital, and China Telecom—among other industrial capital firms. According to company information, Daimeng Robotics was incubated from a research team at the Hong Kong University of Science and Technology, officially commenced operations in 2023, is headquartered in Shenzhen, and maintains a research and development center in Hong Kong. Its goal is to build a full-stack physical AI system integrating tactile perception, data, and models.
Express News | National Development and Reform Commission, National Energy Administration: Deepen Implementation of the "Artificial Intelligence Plus" Initiative and Strengthen Data Aggregation for Artificial Intelligence in the Coal Sector
The National Development and Reform Commission and the National Energy Administration have issued the "15th Five-Year Plan for Coal Industry Development." The document states that efforts should be accelerated to apply artificial intelligence (AI) in specific scenarios, deepen the implementation of the "Artificial Intelligence Plus" initiative, strengthen AI data aggregation in the coal sector, and systematically promote AI applications in key areas such as exploration and design, construction and production, operation and maintenance, and safety management. It calls for expediting the development and deployment of domain-specific large AI models for the coal industry, with a focus on overcoming critical technological bottlenecks in intelligent perception, autonomous decision-making, and intelligent control. A batch of pilot coal mines integrating AI applications will be cultivated and established to enhance coal mine safety and production standards. Comprehensive intelligent transformation will be vigorously implemented in mines prone to severe disasters or those that have experienced major or above-level accidents, and robotic systems will be deployed to replace human labor in hazardous and physically demanding positions.
Citi Cuts Target Prices and Lowers Earnings Forecasts for Three Major China Telecom Stocks, Maintains 'Buy' Rating on H-Shares
Citi issued a research report updating its forecasts and target prices for several telecommunications operators. The firm maintained its 'Buy' rating on China Mobile H shares (00941.HK), China Mobile A shares (600941.SH), China Telecom H shares (00728.HK), China Telecom A shares (601728.SH), and China Unicom H shares (00762.HK), while retaining its 'Sell' rating on China Unicom A shares (600050.SH). Citi revised downward its 2026 and 202
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Earnings Preview: CHINA MOBILE to Report Financial Results on August 13
$CHINA MOBILE(00941.HK)$ is scheduled to release its financial results on August 13 BJT. Earnings PreviewAnalysts estimate $CHINA MOBILE(00941.HK)$ to post revenue of CNY276.93B for 2026Q2, EPS is
China Mobile Stock Slides 1.3% in Hong Kong
This article was automatically generated by Dow Jones using technology from Automated Insights. Shares of China Mobile Ltd. slid 1.3% to 82.50 Hong Kong dollars on what proved to be an all-around
True Corp. Shareholder to Preserve Investment
True Corp. (BKK:TRUE) says its shareholder, China Mobile International, has no intention to exit its entire investment in the company, according to a Tuesday filing with the Thailand Exchange.
WeChat Official Account Platform: Services related to SIM card registration and management are exclusively conducted by telecommunications operators. All existing accounts must complete self-inspection and rectification by next Tuesday.
WeChat Official Accounts Platform announced that, in order to regulate mobile SIM card sales activities, mitigate the risk of user data leakage, and maintain a healthy content ecosystem, all services related to SIM card provisioning shall be conducted exclusively by telecommunications operators. Effective yesterday (the 3rd), the platform no longer supports non-telecommunications-operator entities engaging in SIM card provisioning, promotional traffic generation for card sales, or acting as intermediaries for account activation and related commercial activities. The platform has already removed the Mini Program category 'Mobile SIM Card Sales (China Unicom/China Telecom/China Mobile)' and will no longer support verification for Official Accounts or Service Accounts engaged in such businesses. Accounts currently hosting related content must complete self-inspection and rectification by next Tuesday (the 11th), including but not limited to
Market Chatter: China Mobile Considering Stake Sale in Thailand Telco True
China Mobile (HKG:0941, SHA:600941) is looking to offload shares in Thai telecommunications firm True (BKK:TRUE), Bloomberg reported Monday, citing people familiar with the situation.The Chinese