Core Insights - The rapid evolution of artificial intelligence (AI) is transforming human civilization, with a focus on "carbon-silicon integration" where human and AI collaborate deeply [2][20] - The telecommunications industry is at the forefront of technological innovation, transitioning from traditional connectivity to intelligent connectivity, driven by AI [3][4] AI in Telecommunications - AI is essential for enhancing network efficiency and resource utilization, marking a strategic shift for companies like ZTE towards AI integration [3][4] - The upcoming 6G era will see AI as a core component, transforming networks into intelligent infrastructures capable of decision-making [3][14] - ZTE's "AI Reshape (Air)" series aims to reconstruct existing 5G networks to facilitate a smooth transition to 6G, significantly improving resource efficiency [3][4] AI Applications and Innovations - Two main directions for AI in telecommunications are identified: "AI for Network" focusing on network intelligence and "Network for AI" which supports AI training and inference through high-performance networks [4][17] - ZTE's NTele-R1-32B-V1 model demonstrates the effectiveness of "small sample efficient training," achieving high performance with only 800 selected samples [8] - The Co-Sight super intelligent agent can save 80%-90% of labor costs by automating repetitive tasks in network maintenance [9][12] Future of AI Models - Future AI models are expected to be multimodal, integrating various forms of data beyond language to enhance understanding and application [5][18] - ZTE is developing models that can operate across different platforms, from mobile devices to large data centers, ensuring adaptability to various use cases [5][18] Strategic Vision and Market Position - ZTE aims to become a leader in digital infrastructure by leveraging its 40 years of experience in network connectivity and AI capabilities [7][20] - The company emphasizes an open AI ecosystem to meet diverse customer needs, allowing for tailored solutions across different industries [15][16]

Core Insights - The rapid evolution of artificial intelligence (AI) is transforming human civilization, leading to a future characterized by "carbon-silicon integration," where human and AI collaboration enhances knowledge acquisition and daily life management [2][3]. Industry Trends - The telecommunications industry is transitioning from simple connectivity to "intelligent connectivity," necessitating the integration of AI to improve resource utilization and operational efficiency [3][4]. - The upcoming 6G era will focus on AI-native networks that provide intelligent infrastructure rather than just connectivity, with significant advancements in resource efficiency and operational cost reduction [4][14]. Company Strategy - ZTE's vision is to become a leader in network connectivity and intelligent computing, leveraging its 40 years of experience in telecommunications to provide comprehensive digital infrastructure solutions [8][20]. - The company has introduced the "AI Reshape (Air)" series, which integrates AI into existing 5G-A networks, facilitating a smooth transition to 6G capabilities [4][14]. Technological Innovations - ZTE's NTele-R1-32B-V1 model demonstrates "small sample efficient training," achieving high performance with only 800 selected samples, addressing the industry's challenge of limited data availability [9]. - The Co-Sight super-intelligent agent framework enhances operational efficiency by automating various business processes and improving collaboration between digital agents and humans [10][11]. Future Outlook - The future of AI in telecommunications will involve a strong emphasis on edge computing networks to support AI inference capabilities, ensuring that AI is ubiquitous and accessible across various sectors [5][18]. - ZTE anticipates that future AI models will be multi-modal, capable of understanding the world through various sensory inputs, thus enhancing their applicability across different devices and scenarios [19].

10月11-12日，2025中国移动全球合作伙伴大会主论坛在广州举行。 在大会展区，中国移动董事长杨杰提到的"碳基生命和硅基生命加速融合，推动文明范式革新重塑"正在进行之中，诸多中国移动"亲戚圈机器人"前来亮相。 "未来以传感器、处理器、存储器、控制器等物理硬件为躯体，以计算智能、感知智能、认知智能、运动智能为神经中枢的硅基生命将迎来群体性涌现。"杨 杰认为，当AI持续释放在技术能力、经济效益上的"两个规模效应"，将以前所未有的速度深度融入经济社会各领域，推动碳硅融合共生成为人类文明发展的 重要趋势之一。 多场景机器人集中亮相，展现碳硅融合实践 "本次大会机器人参展规模、创历届之最。"中国移动市场经营部副总经理刘扬说。 大会展区的入口处就有一家无人餐厅：这里有跑堂的"店小二"、倒茶的"茶博士"、能开冰柜门取物的"果奉仪"还有蒸包子的"点心郎"。从体验感上来说，单 看每一个提供服务的机器人都是先进科技的代表，但中国移动的目标并非单点突破，而是实现整体的调度——每个机器人的工作进度，整体订单完成都在数 字面板上清晰可见，所有工种自主协作。 "其实在一些省的省公司营业厅里，机器人已经在替代员工做一些服务的展示、产品 ...

Core Insights - The 2025 China Mobile Global Partner Conference showcased the integration of carbon-based and silicon-based life forms, emphasizing the practical applications of multi-scenario robots and ecosystem construction [1][2]. Group 1: Conference Highlights - The conference featured a record number of robot exhibits, highlighting the advancements in carbon-silicon integration [3]. - China Mobile's Chairman Yang Jie discussed the accelerating fusion of carbon-based and silicon-based life, which is reshaping civilization paradigms [2]. Group 2: Robot Applications - Various robots were showcased, including a fully automated restaurant with robots performing different service roles, demonstrating advanced technology and collaborative capabilities [3][5]. - The exhibition included a range of robots such as humanoid receptionists and industrial robots, indicating a shift from tools to collaborative partners in various industries [5][10]. Group 3: Industry Collaboration - China Mobile is actively involved in the procurement and development of robotic solutions, with significant projects like a humanoid robot procurement budget exceeding 120 million yuan [7][8]. - The company is fostering partnerships with various technology firms to enhance the capabilities and applications of robots in real-world scenarios [8][10]. Group 4: Future Trends - The emergence of silicon-based life forms is expected to lead to widespread adoption of AI, smart vehicles, and robots, creating a new "talent dividend" and transforming various industries [11]. - The integration of carbon and silicon life forms is anticipated to drive significant advancements in human capabilities, including physical and cognitive enhancements [11].

Core Viewpoint - The 2025 China Mobile Global Partner Conference emphasized the theme of "Carbon-Silicon Symbiosis and Co-creating the AI+ Era," showcasing innovations in digital technology and industry applications, with a focus on the development path of the "AI+" era as articulated by China Mobile's Chairman Yang Jie [1][3]. Group 1: Achievements and Collaborations - China Mobile has accelerated the construction of intelligent digital information infrastructure, achieving "Gigabit access in every county, 5G in every town, and broadband in every village," marking a significant milestone in high-quality development [3]. - Yang Jie summarized the collaborative achievements with partners through "three handshakes," highlighting the robust development of "5G+" and the establishment of over 50,000 industry applications, significantly contributing to China's 5G advancements [3]. - The "Ten-Hundred-Thousand" partnership plan has been implemented to foster collaboration across the industry chain, creating a competitive digital industry cluster [3]. Group 2: Trends and Future Directions - Yang Jie identified "three accelerated integrations" as key trends, indicating that AI-driven digital technologies are transforming production, living, and governance, leading to new economic and social paradigms [4]. - The integration of digital technology with the physical economy is driving economic upgrades, with AI and network technologies like 5G-A and 6G facilitating this transformation [4]. - The emergence of a digital world mirroring the physical world is anticipated, enhancing human understanding and interaction capabilities [4]. - The fusion of carbon-based and silicon-based life forms is expected to reshape civilization, with AI technologies becoming integral to human life and work [4]. Group 3: Strategic Initiatives - China Mobile plans to upgrade its "AI+" action plan and "BASIC6" innovation plan, focusing on becoming a leading provider, aggregator, and operator of AI technologies [4][5]. - The company aims to enhance its digital infrastructure by advancing 5G-A and 6G technologies, establishing high-quality data sets, and developing a multi-model aggregation service engine [4][5]. - The AI For Science platform will be developed to accelerate scientific discoveries, while efforts will be made to integrate AI with 5G-A and quantum technologies [5]. Group 4: New Initiatives and Services - The "AI+" action plan upgrade and the establishment of the "AI+" ecological alliance were announced, with a commitment to double overall investment by 2028 and achieve significant advancements in intelligent computing infrastructure [7]. - The "Mobile Love Purchase" smart life mall was launched, integrating various resources and creating a value loop for over 1 billion users, enhancing the user experience through AI services [11]. - China Mobile's international strategy includes the establishment of 40 business points globally and the launch of the CMobile brand, focusing on customer-centric cooperation and innovation [9].

Core Viewpoint - The article discusses the emergence of the "AI+" era, characterized by three accelerated integrations: the fusion of digital intelligence technology with the real economy, the integration of the digital and physical worlds, and the convergence of carbon-based and silicon-based life forms [1][3]. Group 1: Accelerated Integrations - The first accelerated integration involves the fusion of digital intelligence technology with the real economy, driving the renewal and upgrading of economic formats [3]. - The second integration focuses on the accelerated merging of the digital world with the physical world, leading to changes in social forms [3]. - The third integration highlights the convergence of carbon-based life and silicon-based life, promoting a transformation in civilizational paradigms [3]. Group 2: Company Achievements and Future Plans - China Mobile has achieved global leadership in network scale, customer scale, and revenue scale, and is recognized for its innovation capability, brand value, market capitalization, and profitability [5]. - The company aims to position itself as a world-class information service technology innovation company, leveraging opportunities in the digital age and enhancing its "AI+" action plan and "BASIC6" innovation plan [5][11]. Group 3: AI+ Initiatives - China Mobile plans to enhance its AI+ capabilities through comprehensive upgrades in digital infrastructure, technology, applications, security, and collaboration [7]. - The company showcased various innovative solutions and applications of AI in daily life, production, and governance during the conference [7][9]. - AI+ flexible manufacturing is being implemented for full-process digital transformation in new industrialization, demonstrating the integration of carbon-based decision-making with silicon-based execution [9]. Group 4: Support for SMEs - The AI empowerment effect is extending to small and medium-sized enterprises through China Mobile's "Mobile Smart Enterprise" brand, which offers one-stop AI solutions to assist in their intelligent upgrades [11]. - The company expresses its willingness to collaborate with global partners to explore the potential of carbon-silicon symbiosis and create a vibrant future in the AI+ era [11].

Core Viewpoint - The keynote speech by Yang Jie at the 2025 China Mobile Global Partner Conference emphasizes the critical role of artificial intelligence (AI) in shaping future development and the need for collaboration among global partners to create a community of shared interests and values [1][3]. Group 1: AI and Economic Transformation - AI is identified as a key variable influencing future development, with China Mobile aiming to collaborate with global partners to build a community that efficiently gathers resources and capabilities [3]. - The integration of digital intelligence technology with the real economy is accelerating, leading to the renewal and upgrading of economic models [3]. - The rapid advancement of digital technology is expected to create a digital world that mirrors and interacts with the physical world, thus transforming societal structures [3]. Group 2: Carbon and Silicon Integration - The fusion of carbon-based and silicon-based life forms is anticipated to drive a paradigm shift in civilization, with AI enhancing technological capabilities and economic benefits [3]. - China Mobile plans to implement the "AI+" action plan and the "BASIC6" strategy to seize opportunities in the digital intelligence era, aligning with national strategic goals [3].

Core Viewpoint - The humanoid robot industry in China is accelerating commercialization, marked by significant procurement projects from major players like China Mobile, indicating a pivotal moment in the industry's development [2][3][4]. Group 1: Industry Developments - China Mobile has awarded a humanoid biped robot manufacturing service procurement project, marking a major milestone in the commercialization of the humanoid robot industry [2][3]. - The total budget for the procurement project is 124.05 million yuan (approximately 17.5 million USD), making it the largest humanoid robot order in China to date [3]. - The project consists of two procurement packages: Package 1 for full-size humanoid biped robots with a budget of 78 million yuan (approximately 11 million USD) and Package 2 for smaller humanoid robots and related components with a budget of 46.05 million yuan (approximately 6.5 million USD) [3]. Group 2: Company Insights - Zhiyuan Robotics and Yushu Technology are the two companies that won the bids, with Zhiyuan Robotics being awarded the full-size humanoid robot package and Yushu Technology winning the smaller robot package [3][5]. - Both companies are currently in the early stages of commercialization despite being leading players in the domestic humanoid robot market [6]. - Zhiyuan Robotics has achieved large-scale production and commercialization of humanoid robots, with its products sold globally, while Yushu Technology recently launched its first humanoid robot product, H1 [6][7]. Group 3: Future Outlook - Analysts suggest that China Mobile's involvement in the humanoid robot industry could position it as a leading player in the future, as it actively engages in both capital markets and application scenarios [4]. - The concept of "silicon-based life" proposed by China Mobile's chairman indicates a vision for integrating humanoid robots into various societal roles, potentially leading to a new demographic and talent dividend [4]. - The initial commercial applications of humanoid robots are primarily in performance and data collection, with further exploration of diverse application scenarios expected as the technology matures [7].

Core Insights - The procurement of humanoid bipedal robots by China Mobile marks a significant milestone in the commercialization of the domestic humanoid robot industry, which is currently in a critical "from 0 to 1" stage [1][3] - The humanoid robot market in China is projected to reach nearly 38 billion yuan by 2030, with sales expected to grow from approximately 4,000 units in 2024 to 271,000 units by 2030 [2] Company Highlights - Zhiyuan Robotics and Yushu Technology are leading players in the domestic humanoid robot sector, with distinct product matrices and industry-leading shipment volumes [3] - Zhiyuan Robotics has three major robot families covering various commercial scenarios, with expected shipments reaching thousands of units by 2025 [3] - Yushu Technology, which started with quadrupedal robots, launched its first humanoid robot product H1 in 2023, followed by the G1 model, which gained popularity through performances [3] Industry Trends - The humanoid robot industry is experiencing a diverse range of applications, with companies actively pushing new product development to accelerate commercialization [5] - Yushu Technology's humanoid robots have shown potential in commercial applications, including performance and entertainment, indicating a growing industrial value [5] - The integration of AI technology with humanoid robots is expected to create new social division systems, as proposed by China Mobile's chairman [3][4]

Core Insights - The integration of artificial intelligence (AI) with mobile communication is expanding the boundaries of the information and communication industry, leading to new growth opportunities [1][2][3] - The development of AI technologies and their applications in various sectors, including telecommunications, is rapidly evolving, with significant advancements in smart devices and services [2][3][4] Industry Developments - In the first five months of this year, telecommunications revenue in China reached 748.8 billion yuan, marking a 1.4% year-on-year increase, driven by the growth of 5G and gigabit optical networks [1] - The number of 5G base stations in China reached 4.486 million by the end of May, accounting for 35.3% of all mobile base stations, with 5G mobile phone users totaling 1.098 billion, representing 60.8% of mobile phone users [7][8] Technological Innovations - The Shanghai World Mobile Communication Conference showcased various AI-driven technologies, including humanoid robots, electronic guide dogs, and smart connected vehicles, highlighting the transformative impact of AI on daily life [2][5][6] - China has developed 433 large models for AI applications, emphasizing the country's advancements in open-source, low-cost, and high-efficiency AI solutions [3] Future Trends - The concept of "carbon-silicon fusion" is emerging, where AI technologies are expected to enhance the integration of energy and information, leading to new forms of intelligent life and societal roles [4][6] - The telecommunications industry is transitioning towards a more integrated network that combines satellite and ground networks, enhancing overall connectivity and enabling advanced applications such as immersive XR and industrial automation [8]