21世纪经济报道·2025-09-03 04:56Core Viewpoint - The strategic cooperation between China Petroleum and China Mobile aims to enhance collaboration in digital transformation and technology integration, optimizing the equity structure and achieving mutual benefits [6][8]. Group 1: Shareholding and Market Impact - After the share transfer, China Mobile Group and its subsidiaries will hold approximately 720 million shares of China Petroleum, accounting for 0.39% of the total share capital [3]. - As of September 2, China Petroleum's A-share price closed at 9.08 yuan per share, valuing China Mobile's stake at approximately 6.538 billion yuan, making it the sixth-largest shareholder of China Petroleum [3]. Group 2: Strategic Cooperation and Agreements - On January 4, 2024, China Petroleum Group and China Mobile signed a strategic cooperation agreement, focusing on integrating new-generation information technology with the energy industry [6]. - The cooperation aims to enhance collaboration in areas such as digital transformation, 5G innovation applications, computing power, and artificial intelligence [6]. Group 3: AI Model Development - The Kunlun AI model, developed for the energy and chemical sector, includes industry, professional, and scenario-specific models, with an upgrade planned for May 2025 [7]. - China Mobile serves as the general integrator for the Kunlun AI model project, establishing a "cloud-edge-end" three-tier computing power network with a peak computing power of 1950P [7]. Group 4: Business Integration and Performance - In the first half of the year, China Petroleum achieved operating revenue of 1.45 trillion yuan and a net profit attributable to shareholders of 84.01 billion yuan [8]. - The company is actively integrating digitalization and intelligence into its operations, enhancing efficiency in exploration, refining, and sales through AI applications [8].