公司简称：中国移动 股票代码：600941 中国移动有限公司 重要提示 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及 未来发展规划，投资者应当到上海交易所网站（www.sse.com.cn）、香港联合交易所网站 （www.hkexnews.hk）及公司官网（www.chinamobileltd.com）仔细阅读半年度报告全文。 公司本次董事会会议应出席董事 8 人，实际出席董事 8 人。 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性， 不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 本公司分别按照中国会计准则及国际财务报告会计准则/香港财务报告会计准则编制 财务报告。本公司按中国会计准则及国际财务报告会计准则/香港财务报告会计准则编制的 为更好地回馈股东、共享发展成果，公司充分考虑盈利能力、现金流状况及未来发展 需要，决定 2025 年中期派息每股 2.75 港元，同比增长 5.8%，2025 年全年以现金方式分配 的利润占当年股东应占利润的比例较 2024 年进一步提升，持续为股东创造更大价值。经 公司 2025 年 8 月 7 ...

2025年上半年实现营运收入5438亿元，其中通信服务收入为4670 亿元，同比增长0.7%。总连接数达到 38.15亿，净增1.45亿。CHBN中HBN收入占通信服务收入比达到47.6%，同比提升2.6个百分点。数字化 转型收入达到1569亿元，同比增长6.6%，占通信服务收入比达到33.6%，同比提升1.9个百分点。 2025年上半年，面对错综复杂的外部环境和诸多压力挑战，公司上下凝心聚力、攻坚克难，牢牢把握数 智化转型重要机遇，紧扣"一二二五"战略实施思路，全面推进"三大计划"，深化改革攻坚、创新突破， 深化转型升级、动能转换，深化精细运营、精益管理，经营业绩稳健增长，发展质量不断提高，数智化 转型取得新成效，向世界一流信息服务科技创新公司坚实迈进。 中国移动(00941)发布2025年中期业绩，该集团取得营运收入5437.69亿元，同比持平;股东应占利润 842.35亿元，同比增加5.03%;每股基本收益3.9元，拟派发中期派息每股2.75港元。 股东应占利润为842亿元，同比增长5.0%;EBITDA为1860亿元，同比增长2.0% EBITDA占通信服务收入 比为39.8%，同比提升0.5个百分点 ...

Core Insights - Huawei is committed to deepening its strategic focus on the healthcare industry, emphasizing systematic approaches to digital transformation [1][4] - The healthcare sector faces three main challenges in its digital transformation: innovation in technology architecture, transformation of service systems, and conversion of talent skills [2][4] Digital Transformation Challenges - **Technological Architecture Innovation**: Traditional IT architectures are inadequate for the high demands of AI in terms of computing power, data, and real-time processing, leading to data silos [2][4] - **Service System Transformation**: There is a need for integrated services covering the entire digital transformation lifecycle, requiring a robust digital platform to connect online and offline services [2][4] - **Talent Skill Conversion**: Both users and technology providers must shift from training single-skilled personnel to developing more versatile talent, focusing on enhancing AI literacy and skills [2][4] Methodology for Digital Transformation - Huawei has developed a "Three Layers, Five Stages, Eight Steps" methodology for implementing digital transformation, which includes redefining intelligent business, AI development and delivery, and continuous operation of intelligent applications [6][10] - The methodology emphasizes collaboration with partners to create industry solutions, leveraging Huawei's ICT infrastructure [6][10] Case Study: Ruijin Hospital - Ruijin Hospital has been actively pursuing digital transformation in its pathology department since 2021, collaborating with Huawei to publish the first "Digital Intelligent Pathology Construction White Paper" in 2023 [7][8] - The RuiPath pathology model, developed in partnership with Huawei, was recognized at the "AI for Good" global summit [8] Strategic Goals - Huawei aims to bridge the "digital divide" in healthcare by making digital transformation accessible to organizations of all sizes, from large hospitals to community clinics [9][12] - The "Partner + Huawei" model allows various healthcare institutions to leverage Huawei's technology and solutions for their digital transformation [9][12] Service System Upgrades - Huawei is transitioning its service model from traditional fault repair and project delivery to a comprehensive service covering the entire digital journey, including planning, construction, operation, and iteration [10][11] - The introduction of the "Excellence Navigation Plan" provides dedicated architects to assist large institutions in their digital transformation [10][11] Collaborative Ecosystem - Huawei is building a collaborative ecosystem with partners, transforming them from mere technical executors to co-innovators, enhancing the overall service delivery in the healthcare sector [11][12] - The O3 partner service platform integrates Huawei's delivery experience and enables deep collaboration with partners [11][12] Practical Applications - Huawei has successfully implemented various digital solutions in healthcare, such as the "Digital Pathology Integrated Machine" for grassroots medical institutions and the "Ascend + DeepSeek" integrated solution for smart healthcare applications [13][14] - The collaboration with Shenzhen Nanshan People's Hospital has led to the deployment of the world's first 50G PON technology in healthcare, showcasing Huawei's commitment to advancing digital transformation in the industry [14]

Group 1 - The core viewpoint of the articles highlights the proactive measures taken by Dagang Oilfield to innovate and develop unconventional energy resources, including shale oil and geothermal projects, while maintaining stable production in traditional areas [1][2] - Dagang Oilfield is focusing on accelerating the development of new production capabilities that are characteristic of the company, aiming for high-quality development through a second entrepreneurial effort [1] - The company is committed to technological innovation and management transformation to control costs and enhance production efficiency in both conventional and unconventional oil and gas sectors [1] Group 2 - Dagang Oilfield is leveraging its rich geothermal resources and strategic location in the Bohai region to promote the rapid development of new energy and gas storage businesses, contributing to a multi-energy complementary and low-carbon energy system [1] - The company is advancing its digital transformation by implementing smart oilfield initiatives, including the rollout of smart oilfield 1.0 and the development of smart oilfield 2.0 [2] - As a pilot unit for the Beidou project, Dagang Oilfield is integrating Beidou technology with oil and gas production to enhance safety and operational efficiency [2]

Core Insights - The 2026 campus recruitment for banks has begun early, with major banks like China Merchants Bank and Shanghai Rural Commercial Bank announcing recruitment plans to secure talent for key positions [1] - Banks are increasingly focusing on recruiting technology talents, particularly in artificial intelligence and big data analysis, to enhance their digital and technological capabilities [2][5] Recruitment Trends - Major banks are launching targeted recruitment initiatives, including summer internship programs, to connect with students and prepare for future hiring [1][3] - Shanghai Rural Commercial Bank's recruitment for 2026 includes positions related to software development, AI, and data governance, with a preference for candidates with STEM backgrounds [2] - China Merchants Bank's technology subsidiary has opened positions for various technical roles, offering competitive salaries exceeding 10,000 yuan per month [2] Internship Programs - Summer internship programs are becoming a crucial mechanism for banks to reserve technology talents, creating a pathway from internships to full-time positions [3] - China Construction Bank offers incentives for outstanding interns, such as exemptions from written tests and interviews for successful candidates [3] - Industrial Bank is also focusing on technology internships, emphasizing the importance of performance in securing future employment [3] Importance of Technology Talent - The integration of technology talents is essential for banks to establish advantages in risk control and product innovation [4] - The demand for digital talents in the banking sector is shifting from traditional IT roles to those specializing in AI and big data [5][6] - Smaller banks can leverage digital financial investments to overcome resource limitations and create competitive advantages in niche markets [5] Future Outlook - The recruitment of technology talents in banks is expected to grow in scale and depth, with a focus on advanced technologies like quantum computing and AI [6] - The need for cross-disciplinary talents, particularly those with expertise in both finance and AI, will increase significantly [6] - Banks are likely to evolve their recruitment strategies from merely filling positions to building ecosystems that foster sustainable talent supply [6]

Core Viewpoint - Mindray Medical, a leading player in China's medical device market, is reportedly planning a secondary listing in Hong Kong to raise at least $1 billion, amidst a challenging domestic market environment and a goal to become a top 10 global medical device company by 2030 [3][6][9]. Group 1: Company Overview - Mindray Medical is the largest medical device manufacturer in China and has previously been listed on the NYSE and A-share market, with a significant IPO in 2018 raising 5.93 billion yuan [4][6]. - The company has experienced a slowdown in profit growth, with a projected net profit increase of only 0.74% in 2024, and a decline in revenue and net profit in Q1 2025 [3][4]. Group 2: Market Context - The Hong Kong stock market has been recovering, and there is a trend of A-share companies listing in Hong Kong, making it a strategic move for Mindray to enhance its global presence and capital resources [3][6][8]. - The global market integration is seen as an inevitable trend for leading domestic companies like Mindray, with Hong Kong serving as a crucial bridge to international markets [8]. Group 3: Strategic Implications - The secondary listing is part of Mindray's broader strategy to accelerate internationalization and digital transformation, which are essential for achieving its ambitious growth targets [9][11]. - Mindray's ability to innovate and create globally impactful products will be critical for its success in the competitive landscape of high-end manufacturing [11].

【环球网科技报道 记者 张阳】在数字化与智能化浪潮汹涌的当下，各行各业都在积极探寻数智化转型 的有效路径。在此背景下，7月24日，以"倾听·践行服务行业数智化共创AI新时代"为主题的华为中国政 企用户峰会2025在山东青岛举办。 此次峰会不仅汇聚了行业智库、客户以及伙伴，共同探讨智能时代ICT服务的发展趋势与行业热点，还 在数智化转型进程中的问题、挑战以及最佳实践等方面进行了深入的分享与互动交流，进一步加深了对 客户需求的理解。而在峰会期间，华为企业交付与服务总裁李江华、华为中国政企业务副总裁何振、许 超共同发布的"卓越护航计划"与"星星点灯计划"，更是成为了众人瞩目的焦点，为华为在服务政企用户 领域的布局增添了浓墨重彩的一笔。 行业加速数智化转型 来源：环球网 当前，数智化转型已经成为千行万业实现可持续发展与提升竞争力的必由之路。人工智能技术的迅猛发 展，正在全方位地重塑生产关系与生活方式。企业在这一转型过程中，对ICT服务的需求也日益呈现出 多样化、复杂化和精细化的特点。 从大型企业来看，它们在进行数智化转型时，往往涉及复杂的技术架构和多领域的业务协同。随着业务 的不断拓展与深化，跨域问题频繁出现，技术架 ...

【环球网科技报道 记者 张阳】在数字化与智能化浪潮汹涌的当下，各行各业都在积极探寻数智化转型的有效路径。在此背景下，7月24日，以"倾听·践行服 务行业数智化共创AI新时代"为主题的华为中国政企用户峰会2025在山东青岛举办。 此次峰会不仅汇聚了行业智库、客户以及伙伴，共同探讨智能时代ICT服务的发展趋势与行业热点，还在数智化转型进程中的问题、挑战以及最佳实践等方 面进行了深入的分享与互动交流，进一步加深了对客户需求的理解。而在峰会期间，华为企业交付与服务总裁李江华、华为中国政企业务副总裁何振、许超 共同发布的"卓越护航计划"与"星星点灯计划"，更是成为了众人瞩目的焦点，为华为在服务政企用户领域的布局增添了浓墨重彩的一笔。 行业加速数智化转型 当前，数智化转型已经成为千行万业实现可持续发展与提升竞争力的必由之路。人工智能技术的迅猛发展，正在全方位地重塑生产关系与生活方式。企业在 这一转型过程中，对ICT服务的需求也日益呈现出多样化、复杂化和精细化的特点。 从大型企业来看，它们在进行数智化转型时，往往涉及复杂的技术架构和多领域的业务协同。随着业务的不断拓展与深化，跨域问题频繁出现，技术架构也 需要持续演进以适应 ...

以科技创新突破铸就重载运输品牌硬实力。主导研发国内首台新型智能重载电力机车，采用大功率碳化 硅变流器、大转矩永磁牵引电机、大牵引力直驱转向架三大全球首创技术，是全球最大功率永磁直驱重 载货运电力机车；成功试验开行无人驾驶重载列车，运用自主研发的重载列车智能驾驶辅助系统实现列 车运行状态实时监测，创建了"数字化仿真、智能化驾驶、远程化遥控、集约化调度、一体化监测、少 人化值守"的新业态；自主研发国内首列重载智能综合检测车，搭载钢轨探伤等10余项世界领先检测技 术，实现重载铁路基础行车设施全方位、立体化智能检测，获国家发明展金奖；构建空天车地一体化基 础设施检测监测体系和智能大脑平台，生产作业效率、设备质量保持能力、运营安全保障能力显著提 升。 以文化、人才建设培育重载运输品牌软实力。文化筑魂，凝炼"朔黄红"特色文化，形成"至公正己、厚 德崇礼、创新引领"的文化内涵，通过文化巡回宣讲、现场交流会等活动，凝聚发展共识；人才强基， 开展优秀专家、大国工匠、青年人才"三支队伍"建设，引进集团首席科学家等高端人才，实施"首席 师"制度，打造43人"重载先锋"、3万吨青年突击队和29名"大熊猫"级3万吨列车乘务员专业化队伍 ...

Group 1 - JD's "Qixian Xiaochu" opened in Beijing and quickly gained popularity, with over 700 orders within hours, showcasing strong demand and operational efficiency through robotic cooking [1] - The project is part of JD's 1 billion yuan investment aimed at addressing efficiency bottlenecks in the Chinese food industry, highlighting the feasibility of robotic cooking as a business model [1] - The rapid success of "Qixian Xiaochu" brings commercial cooking robots into the public eye, indicating a shift towards automation in the restaurant sector [1] Group 2 - The application of AI in the restaurant industry is accelerating, driven by increasing competition and high costs related to rent, labor, and ingredients, prompting a shift towards digital transformation [3] - Cooking robots are entering the restaurant sector, with innovations like Stanford's Mobile ALOHA and Tinker's "Shiwans Xingchu," which can operate multiple devices with reduced kitchen space [3] - Brands like Heytea and Nayuki are advancing their digital transformation with smart equipment and services, enhancing efficiency and customer experience [3][4] Group 3 - Downstream restaurant enterprises are exploring diverse digital applications to achieve comprehensive digital service from customer entry to exit [4] - Large chain brands are building their own digital supply chain systems to improve procurement efficiency, reduce costs, and minimize inventory [4] - Upstream supply chain companies are also adopting digital solutions to optimize resource allocation and meet the evolving demands of restaurants [4] Group 4 - Third-party digital service providers are becoming crucial partners for restaurants in their transformation efforts, offering tailored digital solutions for small and micro enterprises [5] - Leading digital system providers assist restaurants in establishing centralized system architectures for efficient multi-channel operations and enhanced digital management [5]