上周五正值中国共产党第十八次全国代表大会召开，中国两大移动运营商的董事长在非正式会议期间接受采访时都表示，他们公司推出苹果（Apple）iPhone 5的时间可能会比此前预计的早。

    中国电信（China Telecom）董事长王晓初向《华尔街日报》（Wall Street Journal）表示，该公司最晚将于12月初推出iPhone 5。

    中国联通（China Unicom）董事长常小兵则意识到目前仍有一道监管障碍需要跨越，他对《华尔街日报》的回答更谨慎：“我们希望在今年推出iPhone 5，但我说的不管用。”

    苹果公司首席执行官蒂姆·库克在公司10月份的电话会议上曾表示，预计iPhone 5将在今年年底前登陆中国。如果iPhone 5真的能在11月底、或12月初登陆全球最大的手机市场——中国，苹果2013年第一财季的营收将有望获得大幅提升。

    与此同时，加拿大皇家银行（RBC Capital）分析师阿米特·德莱纳里在一份报告中还为客户分析了一种情况：如果苹果最终与中国移动市场的“老大”、拥有6.99亿用户的世界第一大移动运营商——中国移动达成协议，可能会造成怎样的影响。德莱纳里预计，苹果与中国移动有望于2013年最终达成协议，甚至可能在今年的中国农历新年之前。他写道：“假设iPhone在3G用户中的市场渗透率为13%，我们估算与中国移动的合作会使苹果的年度每股收益增加约3美元，或者说推动它的股价上涨45美元。”

    译者：项航

    In remarks made Friday on the sidelines of the Chinese Communist Party's 18th Party Congress in Beijing the chairmen of two of the country's leading mobile carriers indicated that they may be selling Apple's (AAPL) iPhone 5 even earlier than expected.

    China Telecom's (CHA) Wang Xiaochu told the Wall Street Journal that the phone should be available in early December, if not sooner.

    China Unicom's (CHU) Chang Xiaobin, aware that there is still one more regulatory hurdle to mount, was more circumspect. "We hope to offer it this year," he told the Journal. "But what I say doesn't matter."

    During Apple's October conference call, CEO Tim Cook told analysts that he expected China to get the device before the end of the year. A late November or early December launch in the world's largest mobile phone market could have material effect on the company's fiscal Q1 2013 earnings.

    Meanwhile, RBC Capital's Amit Daryanani issued a note to clients on the impact of an eventual deal with China's "800 pound gorilla": China Mobile (CHL), with 699 million subscribers the country's -- and the world's -- largest mobile carrier. He expects Apple and China Mobile to finally come to terms in 2013 -- perhaps even before Chinese New Year.

    "Assuming a 13% iPhone penetration rate with 3G customers," he writes, "we estimate that the addition of China Mobile would add ~$3 to Apple's annual EPS or $45 to its stock price. "