运营商低价时代终结!三大运营商停售互联网渠道卡 Telecom low-price era ends: carriers halt internet channel sales, commissions drop 40%
运营商低价时代结束了:中国联通杭州渠道佣金骤减超四成,低价宽带套餐下架,资费最高涨超180%,三大运营商也停止第三方互联网渠道售卡。同日,百胜中国用12亿美元买断必胜客中国内地品牌,从借牌经营变成自主品牌,预计每年新增超800家门店。腾讯和米哈游宣布首次游戏联动,《使命召唤手游》9月将与《崩坏3》联动。AI方面,寒武纪上半年净利润增长122.61%,字节上线Seedance 2.5视频模型API,但AI艺人“方桃子”带货美瞳广告却因不实宣传被下架。
The low-price era for telecoms has ended: China Unicom's Hangzhou channel commissions dropped by over 40%, several cheap broadband plans were pulled, and prices rose up to 180%. The three major carriers also stopped selling cards via third-party internet channels. Elsewhere, Yum China is buying Pizza Hut's mainland China brand for $1.2 billion, transforming from franchisee to brand owner and expected to open
## 通信行业变天 早报最重磅的信息来自通信行业。中国联通杭州渠道佣金骤减超四成,多款低价宽带套餐下架,资费最高涨幅超过180%,比如融合宽带月租从28元涨到79元。同时,三大运营商停止第三方互联网渠道售卡。早报用运营商低价竞争时代终结来概括这一变化。对于普通用户来说,线上超低价套餐的选择会越来越少,运营商的竞争重点正从拼价格转向拼服务与权益。 ## 商业并购与游戏联动 百胜中国以12亿美元收购必胜客中国内地品牌所有权。交易完成后,百胜中国从特许经营商转变为品牌所有者,能节约特许经营成本、提升利润率,同时提速门店扩张,预计每年新增超800家必胜客门店。这是国内餐饮巨头加强自有品牌控制权的一大步。 游戏方面,腾讯和米哈游完成首次联动:《使命召唤手游》将在9月与《崩坏3》开启联动。一个是腾讯天美和动视暴雪联合开发的射击游戏,一个是米哈游旗舰作品,两大厂首次牵手,对玩家和行业都很有看点。 ## AI与科技新动向 AI是今天早报的另一大主题。AI芯片公司寒武纪公布2026上半年业绩,归母净利润23.11亿元,同比增长122.61%,营收59.96亿元,同比增长108.13%,说明AI算力需求正在快速兑现业绩。字节跳动上线Seedance 2.5视频模型API,原生支持30秒视频直出,进一步降低视频生成门槛。小米也开售智能摄像机4 Max AI变焦版,主打AI看护大模型,能分析儿童、老人、宠物状态并自动生成报告。 但AI并非没有风险。AI艺人“方桃子”在带货美瞳广告中声称“戴了一天都很舒服”,与产品实际体验可能不符,广告最终被下架。这提醒所有使用AI虚拟人做营销的品牌,AI内容同样要遵守广告法。
## Telecom industry changes The most important news is from the telecom sector. China Unicom's Hangzhou branch cut channel commissions by more than 40%, pulled several cheap broadband plans, and some prices rose by over 180% — for example, a bundled broadband plan jumped from 28 yuan to 79 yuan per month. Meanwhile, all three major carriers stopped selling SIM cards through third-party internet channels. The briefing describes this as the end of the low-price competition era for telecoms. Ordinary users will find fewer ultra-cheap online plans, and the competition is shifting from price to service. ## M&A and gaming crossover Yum China is acquiring the mainland China brand ownership of Pizza Hut for $1.2 billion. After the deal, Yum China will transform from a franchisee to a brand owner, saving franchise costs and accelerating store expansion, with an expected 800+ new Pizza Hut stores per year. This is a major step for the Chinese restaurant giant to strengthen control over its brand. In gaming, Tencent and miHoYo have announced their first-ever collab: Call of Duty Mobile will partner with Honkai Impact 3 in September. One is a shooter co-developed by Tencent TiMi and Activision Blizzard, and the other is miHoYo's flagship title — a notable first for the two companies. ## AI and tech trends AI is another major theme. Cambricon reported first-half 2026 net profit