12月5日，2025深圳全球招商大会在深圳会展中心举办，来自30多个国家和地区的超1000家企业及机构 代表参会。大会洽谈签约项目超340个、涉及投资额超7700亿元。 站在"十四五"收官冲刺、"十五五"谋篇布局的关键时刻，深圳这场面向全球的招商引资年度盛会就特别 值得关注，特别是那些将成为未来新增长点的重点产业、重点企业。 01 首先是深圳的高度重视，四套班子主要领导全部出席。 深圳市委书记孟凡利，市委副书记、市长覃伟中，市人大常委会党组书记、主任戴运龙，市政协党组书 记、主席林洁出席，并在会前与部分参会企业家进行了交流，观看了深圳招商成果展。 建具有深圳特点和深圳优势、具有更强国际竞争力的现代化产业体系和实现高质量发展提供坚强保障。 要牢牢把握经济建设这一中心工作和高质量发展这一首要任务，拿出更加有力有效的"政策+工作"，突 出要素保障和配套协作的效率效益，持续提升优化市场化、法治化、国际化一流营商环境，营造应有尽 有、高效便捷，单方面突出、综合优势更强的产业生态，充分挖掘全市资源和潜力，坚持"心诚+行 程"面向全国全球大力招商引资，加快培育更多高质量经营主体和中国一流、世界一流企业，努力让各 类经营主体 ...

Core Insights - The 2025 Shenzhen Global Investment Promotion Conference was held with the theme "Open Chain Global Innovation Leads the Future," attracting over 1,000 representatives from more than 30 countries and regions, resulting in over 340 projects signed with a total investment exceeding 770 billion yuan [1][4][6]. Group 1: Event Overview - The conference showcased Shenzhen's high-quality economic and social development and its international business environment, marking the seventh consecutive year of this global investment event [3][4]. - The event featured a series of activities, including one main conference, seven thematic investment activities, and numerous overseas sub-conferences, aimed at enhancing Shenzhen's role as a core engine city in the Greater Bay Area [3][6]. Group 2: Investment Highlights - Major projects signed included investments from companies like China Electronics, China Steel Research, and Finland's Kone, covering emerging industries such as electronic information technology, new materials, and biomedicine, reflecting Shenzhen's strong appeal for high-quality projects [4][5]. - The conference awarded "2024-2025 Excellent Settled Enterprises" to companies like Luxshare Precision and China Merchants Industry, and recognized "2025 Investment Excellence Zones" in various districts [5][6]. Group 3: Industry Focus - The conference emphasized seven key sectors for investment, including AI, robotics, biomedicine, and new energy materials, inviting influential entrepreneurs and experts to discuss industry trends and investment opportunities [6][7]. - A special financial session showcased Shenzhen's financial innovation and invited global financial institutions to share their experiences, highlighting the city's internationalization and innovative vitality [7][9]. Group 4: Ecosystem and Environment - Shenzhen is committed to creating a market-oriented, law-based, and international business environment, with a total of 4.5921 million operating entities as of October, maintaining the highest density of entrepreneurship in the country [8][9]. - The city has become a preferred destination for global investment, with over 340 Fortune 500 companies having invested in Shenzhen, and a significant increase in foreign investment enterprises established this year [8][9].

Core Insights - The 2025 Smart Technology Ecosystem Conference was held in Guangzhou, where China Telecom's Chairman, Ke Ruiwen, reviewed the company's key business developments over the past year [1] Group 1: Business Developments - China Telecom has established a smart cloud system with a total computing power of 85 EFLOPS, which measures the number of floating-point operations per second [2] - The company has initiated trial commercial use of 10G optical networks in major cities and developed over 200 intelligent service agents, with more than 6 million users of quantum secure communication [2] - There is a growing demand for artificial intelligence across various industries, and the integration of AI into mainstream business operations is seen as essential for cost reduction and efficiency improvement [2] Group 2: Future Business Focus - China Telecom plans to accelerate the construction of new digital information infrastructure, including a space-ground integrated network and networks centered on Automatic Identification and Data Capture (AIDC) [2] - The company aims to promote innovative AI applications, including the widespread adoption of AI smartphones and the exploration of products like AI glasses and humanoid robots [2] - There is a focus on deepening high-level cooperation to build a mutually beneficial ecosystem [2][3] Group 3: Security Measures - China Telecom is working on building a comprehensive AI security assurance capability, which includes a proactive defense system covering cloud, network, edge, and endpoint [3]

Group 1 - The 2025 Shenzhen Global Investment Conference was held with the theme "Open Chain Global, Innovation Leads the Future," promoting investment opportunities in Shenzhen to global investors and entrepreneurs [1] - Over 1,000 representatives from more than 30 countries and regions attended, including over 300 Fortune 500 companies and multinational corporations [1] - Significant investment agreements were signed with major companies such as China Electronics, China Steel Research, and Finland's KONE Elevator, focusing on emerging industries like electronic information technology, new materials, and biomedicine [1] Group 2 - Awards were presented to outstanding companies and investment districts, with companies like Luxshare Precision, COSCO Shipping, and China National Chemical winning the "2024-2025 Outstanding Settled Enterprises" award [3] - Investment districts such as Qianhai Cooperation Zone, Futian District, and Yantian District were recognized as "2025 Investment Excellence Zones" [3] Group 3 - A special Shenzhen brand exhibition area showcased 47 innovative products from 28 leading companies, including Huawei and Honor, featuring advancements in the HarmonyOS ecosystem, humanoid robots, and smart devices [5]

Core Insights - The introduction of eSIM technology in China marks a significant shift in the telecommunications industry, allowing for a "slot-free" mobile experience that has been long awaited [1][4][5] - The delay in eSIM adoption was primarily due to security concerns related to telecom fraud, which have now been addressed through advancements in identity verification technology [5][8] - The market demand for eSIM-compatible devices, such as the new iPhone Air, has pressured telecom operators to expedite the rollout of eSIM services [8] Industry Overview - eSIM, or embedded SIM, integrates the SIM card directly into the device, eliminating the need for a physical card slot [4] - The technology has been available in devices like smartwatches and tablets for years, but its implementation in smartphones has faced regulatory delays [4][5] - The recent approval from the Ministry of Industry and Information Technology (MIIT) allows major telecom operators in China to begin commercial trials of eSIM [1] Operator Experience - The user experience for eSIM activation varies significantly among the three major telecom operators: China Mobile, China Unicom, and China Telecom [9][12] - China Mobile's app is less user-friendly, requiring mandatory login and making it difficult for new users to access eSIM services [13][15] - In contrast, China Unicom offers a more accessible app experience, allowing users to find nearby service points without logging in [16][18] - China Telecom's app is somewhat balanced, providing visibility for eSIM services but still requiring login for full access [20][22] Activation Process - The eSIM activation process involves several steps, including scanning the device's IMEI code and downloading configuration files via Wi-Fi [29] - The overall time taken for activation ranges from 15 to 20 minutes, depending on the operator and the staff's familiarity with the eSIM process [31] - Users must visit physical stores to activate eSIM, which contradicts the technology's digital nature and highlights the current limitations in service delivery [45][50] Future Outlook - eSIM technology is expected to enhance device design by saving space, allowing for larger batteries or improved cooling systems in smartphones [46] - However, the current eSIM experience in China is still evolving, with significant room for improvement in terms of convenience and efficiency [48][50] - As technology and policies continue to develop, a more streamlined eSIM activation process is anticipated, aligning with global standards [51]

12月5日，中国电信2025 数智科技生态大会在美丽的羊城盛大举行。中国电信董事长柯瑞文出席大会并发表主旨演讲，深入阐述中国电信在人工智能领域 的战略布局、发展成果与未来展望，为推动人工智能与经济社会深度融合指明方向。 二是推动人工智能创新发展，急需构建高水平开放合作体系。人工智能发展是技术、算力、数据及场景深度融合的系统工程，需研发机构、企业、客户、 产业链各方协同攻关。针对算力有效供给不足、高质量数据缺乏等问题，需统筹资源、打破数据壁垒，实现数据可信流通，为 AI 模型迭代提供基础。 三是人工智能发展必须守住安全底线，构建全方位安全治理能力。人工智能深度应用带来新安全风险，安全成为发展基石。需构建覆盖云网数据模型应用 的动态防护体系，防范深度伪造、算法攻击等风险，同时重视 AI 带来的伦理挑战，加强治理，推动人工智能健康有序发展。 国家对数字中国建设作出部署，提出加快人工智能等数字技术创新。中国电信坚决贯彻落实党中央决策部署，主动融入国家人工智能发展战略，发挥国家 队和主力军作用，加快建设五位一体的智能服务体系，携手合作伙伴打造国家战略基础设施，提供数智化产品和服务。 一是加快建设新型数字信息基础设施，筑 ...

Core Viewpoint - China Telecom is enhancing its industrial chain through the establishment of two new alliances aimed at driving digital consumption and data operations, marking a shift towards a more intelligent and collaborative development phase in the industry [1] Group 1: Digital Consumption Rights Ecosystem Alliance - The Digital Consumption Rights Ecosystem Alliance focuses on resource integration and consumer activation, aiming to support public services and industrial growth through platform empowerment [1] - This alliance is designed to facilitate the transition towards a more digital and consumer-oriented economy [1] Group 2: Penetrative Regulatory Ecosystem Alliance - The Penetrative Regulatory Ecosystem Alliance utilizes China Telecom's self-developed intelligent regulatory platform, "Yufeng," to strengthen enterprise risk control measures [1] - This initiative aims to create a robust risk management framework for businesses, ensuring compliance and security within the industry [1] Group 3: Synergy and Innovation - Both alliances are complementary, working together to build an open, intelligent, and secure industrial ecosystem [1] - The collaboration is expected to inject innovative momentum into the high-quality development of the industrial chain [1]

Core Viewpoint - China Telecom has introduced an AI-driven low-altitude economy capability system during the 2025 Digital Technology Ecological Conference, aiming to enhance the application of networked drones across various sectors [1] Group 1: Product Launches - The company launched the Tianyi Star Shield low-altitude reconnaissance countermeasure platform [1] - The Tianyi Star Kan low-altitude government unified flight platform was also introduced [1] - An upgrade to the Tianyi Star Cloud low-altitude flight operation platform to version 5.0 was announced [1] Group 2: Strategic Focus - China Telecom aims to accelerate the cultivation of open low-altitude economic scenarios [1] - The company is focusing on deepening applications in unified flight, rural governance, public security, and emergency rescue [1] - A collaborative force for low-altitude emergency rescue has been established [1] Group 3: Project Implementation - The company has implemented over 500 projects across 30 provinces in China [1] - The scale of networked drone applications is being promoted for further development [1]

Core Insights - The 2025 Digital Intelligence Technology Ecological Conference, hosted by China Telecom, focuses on the theme "Intelligent Navigation, Intelligent Coexistence," discussing trends in AI, satellite communication, and low-altitude economy [1] Group 1: AI Development and Collaboration - The "Intelligent Cloud Ecosystem" is a key topic at the conference, emphasizing the importance of collaboration among network operators, cloud service providers, and terminal manufacturers for AI's widespread adoption [3][6] - Qualcomm's Chairman in China, Meng Pu, highlights that the rapid evolution of large models and network infrastructure has laid the foundation for AI development, stressing the need for a collaborative approach among cloud, network, and terminal sides to realize AI's potential [3][4] Group 2: Practical Applications and Innovations - Qualcomm has collaborated with China Telecom over the past year to develop terminal-side AI applications, including the Tianyi AI glasses and the Maigang AI phone, which allows users to access AI services easily [4][7] - The focus on terminal-side AI is crucial for addressing privacy, security, performance, and latency issues, making it essential for AI to operate close to users rather than solely relying on data centers [6][7] Group 3: Future Outlook - For AI to be truly accessible, it must meet three conditions: strong cloud capabilities, stable network performance, and intelligent terminal devices, aligning with the conference's theme of making AI services available to everyone [3][6]

Core Insights - The conference focused on the development of the AI+ visual internet ecosystem, highlighting the importance of collaboration and innovation in the industry [1] Industry Trends - National policies have emphasized "AI+ security" as a key integration application direction, promoting intelligent front-end deployment and platform integration [3] - The market for "AI+ security" is rapidly expanding, driven by demand iteration and the rise of large models and multimodal technologies, enhancing AI algorithm capabilities [3] - Technological advancements, such as DeepSeek, have significantly lowered the application threshold for large models, shifting the core engine of AI development from computing power to data-driven approaches [3] Strategic Implementation - The company aims to solidify its position in national video infrastructure through the "1233 strategy," focusing on technological innovation and open collaboration as core competitive advantages [3] - Emphasis on the integration of cloud, network, terminal, intelligence, data, and security to tackle core technologies [4] - Development of a unified platform that integrates "one network, one cloud" to enhance operational efficiency [4] Core Capabilities - The company has achieved end-to-end security that is self-controlled, creating a differentiated advantage [4] - A comprehensive terminal system has been established for both consumer and industry applications [4] - AI application upgrades have been implemented through standardized products, enabling AI+ empowerment across multiple industries [4] Domestic and International Development - The company has achieved integrated operational services and collaborative governance in the domestic visual internet sector [4] - Strengthening partnerships with overseas operators to create a comprehensive capability supply system and innovate export models [4] Ecosystem Collaboration - The company advocates for an open cooperation development philosophy, emphasizing the importance of collaborative capabilities across the entire ecosystem [4] - Achievements include the integration of platforms, terminals, applications, AI, data, and capital into a cohesive operational framework [4] Collaborative Logic - The company adheres to four major cooperation logics: integration of industry and capital, synergy of self-research and collaboration, coordination of development and security, and interaction between centralized and decentralized approaches [5] - A commitment to high-quality development through deep integration of AI and terminals, alongside an open ecological cooperation path [5]