Core Viewpoint - China Mobile achieved a net profit attributable to shareholders of 84.235 billion yuan in the first half of the year, representing a year-on-year growth of 5.0%, indicating stable operational performance and steady development across various business segments [1] Group 1: Financial Performance - The company reported a net profit of 84.235 billion yuan, with a 5.0% increase compared to the previous year [1] - The overall business performance remains robust, with steady growth across all segments [1] Group 2: Technological Advancements - The total intelligent computing scale (FP16) reached 61.3 EFLOPS, with self-built intelligent computing scale (FP16) at 33.3 EFLOPS [1] - The company has over 660,000 IDC racks available for external services [1] Group 3: AI and Industry Applications - The "Nine Heavens" large model matrix has been upgraded to version 3.0, focusing on over 50 industry-specific large models in sectors such as energy, transportation, new industrialization, healthcare, and education [1] - The company has signed 1,485 AI+DICT projects, collaborating with central enterprises in energy, water conservancy, and agriculture to build industry-specific large models [1] - Nearly 200 million households are targeted with AI-integrated products and services, with the AI intelligent assistant "Lingxi" achieving over 60 million monthly active users [1] Group 4: Product Development - The company has launched new information consumption products, including AI intelligent terminals, smart robots, and smart connected vehicles in collaboration with industry leaders [1]
研报掘金丨民生证券:中国移动经营业绩稳健,持续发力AI+,维持“推荐”评级