MIIT: Orderly Promote Application of New Technologies like eSIM and Offline Communication and Filing of New Services
Summary
The Ministry of Industry and Information Technology issued the 15th Five-Year Plan for the Development of the Information and Communication Industry, aiming to fully build a new generation communication network by 2030, and to orderly promote the application of new technologies such as eSIM and offline communication and the filing of new services. The plan also covers domestic rules for satellite internet equipment and regulatory capabilities for terminal agents.
Bubble analysis
This news is mainly about policy planning in the telecommunications industry, with weak direct relevance to the AI investment bubble. Although it mentions new technologies like eSIM, it does not involve core indicators such as AI capex, valuations, or funding, so its impact on the bubble assessment is limited.
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