Xin Lang Cai Jing·2025-08-28 14:05Group 1: Core Insights - The opening of the 2025 China International Big Data Industry Expo highlighted the transformative impact of AI and data, emphasizing the need for a comprehensive data governance system to support the digital transformation of society [1] - Data quality and scale are crucial for accelerating AI innovation, with new data sources driving advancements in AI applications such as smart terminals and connected vehicles [1] - The integration of data is seen as a catalyst for new economic forms, enhancing user experience and meeting personalized demands, thereby unlocking new growth avenues for the economy [1] Group 2: Company Performance - China Mobile reported a revenue of 543.769 billion yuan for the first half of 2025, a slight decrease of 0.5% year-on-year, while its core communication service revenue grew by 0.7% to 466.989 billion yuan [2] - The company's net profit attributable to shareholders increased by 5% to 84.235 billion yuan, with total connections reaching 3.815 billion, adding 145 million new connections [2] - Digital transformation revenue rose by 6.6% to 156.9 billion yuan, accounting for 33.6% of communication service revenue, reflecting a 1.9 percentage point increase year-on-year [2] Group 3: Capital Expenditure and Infrastructure - In the first half of 2025, China Mobile completed capital expenditures of 58.4 billion yuan, with over 2.59 million 5G base stations opened [3] - The company achieved a total computing power scale of 61.3 EFLOPS, with self-built computing power reaching 33.3 EFLOPS, marking a net increase of 4.1 EFLOPS [3] - The capability scale exceeded 1,300 items, with over 800 billion instances of capability utilization in the first half of the year [3] Group 4: Stock Performance - As of August 28, China Mobile's stock price increased by 0.16% to 108.97 yuan per share, while its Hong Kong stock rose by 0.39% to 89.5 HKD per share [4]