CHINA TELECOM(601728) 证券时报网·2024-12-03 14:57Core Viewpoint - The rapid development of a new technological revolution, including artificial intelligence and quantum technology, presents significant opportunities for industry applications and innovation, emphasizing the need for a robust digital information infrastructure to support these advancements [1][2]. Group 1: Industry Trends and Requirements - The demand for intelligent, green, and secure digital information infrastructure is increasing, necessitating a nationwide integrated computing power internet to manage resources across different regions and service providers [2]. - The explosive growth of intelligent computing requires innovative integration of computing power with energy supply systems, highlighting the need for collaboration between communication and energy sectors [2]. - The rapid advancements in AI and quantum technology present both opportunities and new security challenges, necessitating a comprehensive approach to digital information security [2]. Group 2: Innovation and Application Development - The industry is entering a critical phase where large-scale applications drive development, with generative AI rapidly iterating and improving capabilities across various sectors [3]. - The integration of quantum technology with multiple industries is essential for accelerating the development of the quantum industry, alongside the expansion of direct satellite connections into new fields [3]. - China Telecom emphasizes the importance of an application-oriented approach to foster innovation and development, advocating for a cycle of "technology-product-industry" [3]. Group 3: Infrastructure and Technological Advancements - China Telecom aims to enhance its digital information infrastructure by focusing on high-capacity networks, including 5G and 50GPON broadband networks, and developing a global satellite network [4]. - The company is committed to building a robust computing infrastructure, enhancing efficiency in computing power supply, and promoting green and secure digital infrastructure [4]. - Efforts will be made to advance quantum communication technology and establish a nationwide quantum communication network to support industry development [4]. Group 4: Application Integration and Market Expansion - China Telecom plans to integrate intelligent applications deeply into industry production scenarios, developing over 80 industry-specific models and enhancing service capabilities [5]. - The company aims to enrich digital applications for individuals and families, leveraging AI to improve social governance and enhance green and secure product offerings [5]. - A commitment to deepening reform and opening up is highlighted, focusing on collaboration in cloud computing, AI, and quantum technologies to foster industry prosperity [5].