China Telecom Corp Ltd

China Telecom announced plans to distribute a cash dividend of 0.1606 yuan per share before tax to all shareholders, with total dividends expected to reach 14.696 billion yuan, accounting for 75% of net profit attributable to the parent company. In the first half of 2026, China Telecom achieved revenue of 259.01 billion yuan and net profit attributable to the parent company of 19.588 billion yuan.

Penghua SSE 180 ETF rose more than 1.1%, with the AI supply chain and precious metals sectors leading the market higher. In news, East China's first domestically produced TPU thousand-card intelligent computing cluster was completed in Hangzhou, jointly built by China Telecom, ZTE, and Zhonghao Xinying, marking the first large-scale domestic TPU cluster deployment project within the China Telecom system. Spot gold gained over 1% intraday, breaking above 4,120 dollars per ounce, supported by escalating geopolitical tensions and rate cut expectations. Kaiyuan Securities noted that favorable supply and demand news for AIDC is frequent, and it remains firmly bullish on the AI computing power supply chain, with the business model expected to upgrade to computing power operations plus token monetization. As of 1:13 PM on July 22, 2026, the SSE 180 Index rose 0.58%, with constituents such as Rockchip, Huaqin Technology, and Western Mining among the top gainers. The latest price of Penghua SSE 180 ETF was 1.18 yuan, aiming for a third consecutive daily gain. The ETF closely tracks the SSE 180 Index, which selects 180 securities with large market capitalization and good liquidity from the Shanghai market as samples. The top ten holdings include Kweichow Moutai, GigaDevice, and Cambricon, accounting for a combined 26.1%.

The Asia-Pacific data center colocation market is projected to grow from an estimated $27.19 billion in 2025 to $64.08 billion by 2031, at a compound annual growth rate of 15.3%. This growth is driven by rapid digitalization, increasing AI integration, and the adoption of liquid cooling technologies across the region. Major markets such as China, Japan, and Australia lead investments, while Southeast Asian countries like Singapore and Indonesia are seeing burgeoning developments. Prominent operators include China Telecom, Equinix, and NTT DATA, with emerging entrants expected to intensify competition.

Anheng Information core technician and Senior Vice President Yang Bo has resigned and will join a subsidiary of China Telecom that has deep cooperation with the company. The personnel change aims to deepen the strategic partnership between Anheng Information and China Telecom, and to leverage Yang Bo's business management experience. After his departure, Yang Bo will no longer be recognized as a core technician of the company, nor will he hold any position at Anheng Information. In the first quarter of 2026, Anheng Information achieved revenue of 325 million yuan, with a net loss attributable to the parent company of 114 million yuan.