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China Telecom Establishes Subsidiary to Promote AI Technology Development

US Imposes Final Ban on China Telecom's US Operations and Sales Restrictions

Jefferies Analyst Reiterates Buy Rating on China Telecom

Shenzhen AI and Robotics Institute Signs Strategic Agreement with China Telecom

China Telecom Launches Unified Enterprise Gateway Enhanced Version Product Centralized Procurement

China Adjusts VAT Rates for Telecommunication Services

TeleVideo 2.0 Multimodal Video Generation Model Ranks in Top 5 Globally

China Telecom and Shanghai Jiao Tong University Reveal Security Flaws in KAZ Algorithm Suite

China Telecom Upgrades Strategy to Fully Embrace Artificial Intelligence

China Telecom Launches AI Model Trained on Huawei Dedicated Chip

China Telecom AI Technology Leads in International Rankings

China Telecom Continues to Advance Quantum Metropolitan Area Network Construction

Chinalco and China Telecom Sign Strategic Cooperation Agreement to Promote Digital Transformation

China Telecom AI Company Completes Fundraising to Become the First State-Owned AI Unicorn

Goldman Sachs Downgrades Investment Ratings and Target Prices for China Telecom and China Unicom

China Telecom Adds AI Business Scope and Personnel Changes

CT and CM Achieve Technological Breakthroughs in IoT and Computing Network in 2025

China Telecom AI Company Becomes the First AI Unicorn in State-Owned Enterprises

China Telecom AI Successfully Completes First-Round Strategic Investment and Implements Employee Equity Incentive Plan

China Telecom Launches Fully Native Full-Mode AI Model System, China Mobile Completes 6G Prototype Development

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Ahead of the Trump-Xi Jinping meeting in April, the Trump administration has paused several key technology security measures against China, including restrictions on China Telecom and sales of Chinese equipment in the U.S. This decision follows a trade truce and aims to ease tensions before the summit. However, the tech rivalry continues, with ongoing initiatives like Project Vault to reduce reliance on Chinese supply chains and China's plans to enhance its space computing capabilities.

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CHINA TELECOM

US Suspends Key Tech Restrictions On China Ahead Of Trump-Xi Summit In April: Report

The Trump administration has paused several tech security measures against China ahead of an upcoming summit between Presidents Trump and Xi. These include bans on China Telecom's U.S. operations and restrictions on Chinese tech sales. Critics warn this could leave U.S. data centers vulnerable to Chinese influence. The Commerce Department defends its actions as necessary for national security, while some lawmakers express concern over the implications for U.S. infrastructure and data security. The situation may change depending on the outcomes of the April meeting between the two leaders.

Reuters

EXCLUSIVE-Trump pauses China tech bans ahead of Xi summit

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The Trump administration has paused key tech security measures against China, including bans on Chinese telecom operations and equipment sales, ahead of an upcoming meeting between Presidents Trump and Xi. Critics warn this could leave U.S. data centers vulnerable to Chinese threats, especially as demand for AI technology surges. The Commerce Department defends its actions as necessary for national security, while some officials suggest that these measures could be revived if U.S.-China relations deteriorate after the April summit.

- The Trump administration has shelved key tech security measures aimed at China, including bans on certain telecom operations and equipment sales, ahead of an upcoming meeting between the two presidents.  
- These actions are viewed as an attempt to reduce trade tensions, but critics warn they may leave U.S. data centers vulnerable to Chinese influence amid a surge in demand for AI.  
- Further restrictions on Chinese tech could be reinstated if relations worsen after the April summit, as some officials emphasize the growing national security risks posed by foreign technology.

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EXCLUSIVE-US-China trade detente fuels mothballing of key China tech curbs

The US administration is delaying key tech security measures against China ahead of Trump's visit in April, including a ban on China Telecom and restrictions on Chinese tech sales. This decision aims to maintain positive relations following a previous trade truce. The focus has shifted to foreign tech threats from Iran and Russia instead. The US seeks to avoid tensions with China in the coming months, while China may leverage its position with rare earth minerals before the meeting.

Investinglive

US-China trade truce sees a number of key China tech curbs being shelved - report

Measures include finalized ban on China Telecom's U.S. business, Chinese equipment sales to US data centers-sources

marketscreener

Measures include finalized ban on China Telecom's U.S. business, Chinese equipment sales to US data centers-sources

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Nomura released a research report, pointing out that the telecommunications industry in mainland China is facing challenges, with service revenue growth expected to decline from 3.2% to 0.7% by 2025. Mobile service revenue decreased by 3.1% year-on-year, reaching RMB 609.7 billion. Due to market saturation, intensified competition, and a weak macro environment, the industry's outlook is not optimistic. The firm downgraded China Telecom and China Unicom to "Neutral," adjusting their target prices to HKD 5.5 and HKD 8, respectively, while maintaining a "Buy" rating for China Mobile, with a target price lowered to HKD 96

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Nomura: The outlook for the mainland telecommunications industry is challenging this year, downgrading China Telecom and China Unicom ratings to "Neutral"

Jefferies analyst Edison Lee has reaffirmed a Buy rating for China Telecom (ZCH) with a price target of HK$7.54. Lee, a 5-star analyst with a 30.2% average return and 60% success rate, covers the Technology sector. While Jefferies maintains a positive outlook, TipRanks also noted a recent downgrade to Hold from another analyst on the same day.

Tip Ranks

Jefferies Sticks to Its Buy Rating for China Telecom (ZCH)

Guangdong Telecom has suspended the bidding for two optical cable centralized procurement projects due to a surge in fiber optic prices. The projects include the framework procurement for emergency demand for optical cables in 2026 and the framework procurement for outdoor optical cables. The projects were suspended because the cost of optical cables exceeded the bidding limit, and manufacturers were unwilling to bid. The price of fiber optics has risen from less than 20 RMB per core kilometer to over 50 RMB per core kilometer

Fiber optic prices soar, reports indicate that Guangdong Telecom has suspended two optical cable procurement projects

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KNOWLEDGE ATLAS(02513) rose 36.22%, with a trading turnover 1.2 Billion HKD, and a year-to-date rose 138.2%. MINIMAX-WP(00100) rose 11.71%, with a trading turnover 796.5 Million HKD, and a year-to-date rose 212.1%. EASTROC(09980) fell 3.87%, with a trading turnover 206.3 Million HKD, and a year-to-date rose 4%. CHINA TELECOM(00728) fell 2.96%, with a trading turnover 587.4 Million HKD, and a year-to-date fell 8.7%.

- The Hang Seng Index increased by 1.76%, with a year-to-date gain of 5.4%, while the Hang Seng Tech Index rose 1.34%, but has seen a 1.8% decline this year.  
- Zhipu (02513) surged by 36.22% with a trading volume of 1.16 billion HKD, marking a year-to-date increase of 138.2%.  
- In contrast, Dongpeng Beverage (09980) dropped by 3.87% with a trading volume of 210 million HKD, showing a 4% rise for the year, while China Telecom (00728) fell 2.96%, impacting its year-to-date loss of 8.7%.

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China Mobile's recent announcement of increased value-added tax (VAT) from 6% to 9% on some services signals potential risks for Chinese companies amid falling fiscal revenues. While the impact on China Mobile's earnings is estimated at 6%, smaller competitors like China Telecom and China Unicom are still feeling the effects. Despite state media downplaying broad tax hikes, strained public finances may lead to a reevaluation of tax policies affecting the tech sector, which has historically enjoyed lower rates compared to state-owned enterprises. Policymakers face challenges as local government revenue continues to decline.

China Mobile tax pain points to bigger risks

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According to China Space and Time Information Group, recently, China Space and Time has partnered with the three major telecommunications operators to launch the Beidou SMS service. Based on the service capabilities of China Space and Time, China Mobile, China Telecom, and China Unicom all support the Beidou SMS service. (CCTV)

Wallstreetcn

Fullgoal CSI Communication Equipment Thematic ETF

China Space and Time collaborates with operators to launch Beidou SMS services

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The three major A-share indices rebounded throughout the day, with the Shanghai Composite Index rising 1.3% to 4,067 points, the Shenzhen Component Index rising 2.2% to 14,127 points, and the ChiNext Index rising 1.9% to 3,224 points. The central parity rate of the RMB against the US dollar was adjusted to 6.9608. The People's Bank of China conducted a reverse repurchase operation of 105.5 billion yuan, with a net withdrawal of 296.5 billion yuan for the day. Aerospace and military stocks performed strongly, with XI'AN TRIANGLE DEFENSE and others rising by 18%. Telecommunications stocks fell against the market trend, with China Mobile and others declining between 0.4% and 1.4%

XI'AN TRIANGLE DEFENSE

The three major A-share indices of Shanghai and Shenzhen rebounded throughout the day by 1.3% to 2.2%, with aerospace and military stocks strengthening, while the three major telecommunications companies continued to weaken against the trend

Chunghwa Telecom Co., Ltd. reported its un-audited operating results for Q4 2025, with total revenue rising 0.5% to NT$ 65.65 billion. The Consumer Business Group saw a 5.9% revenue increase, while the Enterprise Business Group's revenue fell by 7.9%. Full-year revenue reached NT$236.11 billion, a 2.7% increase, with net income up 4.0% to NT$38.69 billion. The company achieved record high EPS of NT$4.99 for the year. Looking ahead, Chunghwa plans to enhance technology capabilities and expand into pre-6G opportunities, aiming for significant revenue growth in 2026.

StockTitan

Chunghwa Telecom

Chunghwa Telecom Reports Un-Audited Consolidated Operating Results for the Fourth Quarter of 2025 | CHT Stock News

HS-CTEL@EC2602A(19788.HK)

US Suspends Key Tech Restrictions On China Ahead Of Trump-Xi Summit In April: Report

EXCLUSIVE-Trump pauses China tech bans ahead of Xi summit

EXCLUSIVE-US-China trade detente fuels mothballing of key China tech curbs

US-China trade truce sees a number of key China tech curbs being shelved - report

Measures include finalized ban on China Telecom's U.S. business, Chinese equipment sales to US data centers-sources