智通财经APP获悉，信达证券发布研报称，中国电信(00728)2025年前三季度集团收入与利润均实现温和 增长，但第三季度盈利增速略有放缓。旗下天翼云业务处于新旧动能转换期，通用云计算收入增速下 降，但智能算力相关收入前三季度同比大幅增长62.3%。展望未来，政府推动科技创新的政策或鼓励政 企客户采用AI相关云计算，为天翼云带来机遇。推荐评级为"买入"。 集团在第三季度财报中未披露旗下天翼云的收入。2025年上半年，天翼云收入为573亿元人民币，同比 增长3.8%，增速较以往有所放缓。对此，管理层表示，全球云计算行业正处于新旧动能转换的关键时 期，以通用计算为主的云业务增幅明显下降，而人工智能驱动的智能算力需求则非常旺盛。管理层认 为，天翼云已经迈过智能云发展的拐点，能够面向智能时代多元的场景化需求，提供全方位的智能化服 务。其中，2025年前三季度，集团的智能收入（包括面向客户提供的人工智能、智能算力服务等收入） 同比增长62.3%。 "十五五"期间或有鼓励政企应用AI相关云计算技术的举措 集团较大比例的企业客户为政府相关单位，由于对安全性要求较高，其采用AI相关云计算技术的态度 较为保守。在10月发布的《 ...

智通财经APP获悉，信达证券发布研报称，中国电信(00728)2025年前三季度集团收入与利润均实现温和 增长，但第三季度盈利增速略有放缓。旗下天翼云业务处于新旧动能转换期，通用云计算收入增速下 降，但智能算力相关收入前三季度同比大幅增长62.3%。展望未来，政府推动科技创新的政策或鼓励政 企客户采用AI相关云计算，为天翼云带来机遇。推荐评级为"买入"。 集团在第三季度财报中未披露旗下天翼云的收入。2025年上半年，天翼云收入为573亿元人民币，同比 增长3.8%，增速较以往有所放缓。对此，管理层表示，全球云计算行业正处于新旧动能转换的关键时 期，以通用计算为主的云业务增幅明显下降，而人工智能驱动的智能算力需求则非常旺盛。管理层认 为，天翼云已经迈过智能云发展的拐点，能够面向智能时代多元的场景化需求，提供全方位的智能化服 务。其中，2025年前三季度，集团的智能收入（包括面向客户提供的人工智能、智能算力服务等收入） 同比增长62.3%。 "十五五"期间或有鼓励政企应用AI相关云计算技术的举措 集团较大比例的企业客户为政府相关单位，由于对安全性要求较高，其采用AI相关云计算技术的态度 较为保守。在10月发布的《 ...

Core Insights - China Unicom is enhancing customer service through innovative measures, addressing diverse needs and improving service quality during the winter season [1] Group 1: Forest Fire Prevention - The introduction of the AI-powered forest fire monitoring and early warning platform significantly improves the efficiency of risk management in forest fire prevention [2][4] - The platform integrates various technologies such as thermal imaging, drones, and mobile devices, allowing for precise monitoring and rapid response to potential fire incidents [4] - The proactive approach enabled by AI technology shifts the emergency management from passive response to active prevention, enhancing the overall effectiveness of disaster management [4][10] Group 2: Smart Rural Services - The "Unicom Digital Village" app in Shandong province facilitates various community services, allowing residents to easily access healthcare and other essential services [5][7] - The platform employs digital twin and AI video analysis technologies to identify risks in communities, ensuring quick alerts and enhancing safety for residents [7] - Smart devices, such as health monitoring wristbands for elderly residents, are implemented to provide real-time health data and emergency alerts, showcasing a commitment to community welfare [7] Group 3: Industrial Empowerment - The "AI Furnace Master" system developed for steel manufacturing enhances precision and improves working conditions by automating monitoring processes [8][10] - This system transforms traditional steelmaking practices by integrating AI with operational expertise, leading to the creation of data-driven smart factories [8][10] - China Unicom's approach includes providing continuous technical support and regular on-site assessments to identify and address challenges faced by industrial clients [10]

经过优化，后台数据显示新开通站点日均流量达76GB，前台DT拉网测试5G覆盖率达100%，新建基站 实现2公里半径连续覆盖，边缘速率达120Mbps。 为积极响应山东联通关于"大乡大镇"网络建设要求，近日，临沂联通打破传统建设路径，创新采用"三 同步"攻坚模式，克服雨季山区地形复杂、跨村协调等多个难点，在兰陵县向城镇成功实现全省首个乡 镇全域5G网络覆盖，创造了乡村5G建设的"临沂速度"，为乡村数字化发展筑牢网络根基。 临沂联通通过"三同步"攻坚法，不仅在兰陵县向城镇成功实现全省首个乡镇全域5G网络覆盖，创造了 乡村5G建设的"临沂速度"，还构建了"规划科学化、施工精益化、优化智能化"的建设范式，为乡村5G 建设提供了可借鉴的"方法论"和"工具箱"，为后续智慧农业、乡村产业升级、数字治理等场景落地筑牢 了坚实的网络基础。 多环节协同，保障建设高效推进。在勘察环节，组建市县专业技术团队，结合现场勘测与GIS地理信息 系统，对山区复杂地形快速精准勘察，提前规划全镇10个站址的最优选址和传输线路路径，使勘察设计 效率提升40%，为后续建设奠定坚实基础。在设计环节，制定标准化操作流程和预配置机制，前置完成 设备参数设 ...

今年10月，中央纪委国家监委驻中国石油纪检监察组对4家下属企业开展纠治"四风"监督检查。通过数 智模型筛查发现，某单位存在"同一部门同一人员高频报销""住宿地点与实际不符"等异常情况。最终查 实该单位有关负责人套取资金用于违规接待等问题。目前，相关涉案人员已受到党纪处分，并收缴违纪 款1.1万余元。 中央纪委国家监委网站 陆丽环 转自：中央纪委国家监委网站 充分发挥大数据发现挖掘、分析预警问题线索的作用，实现趋势走向精准研判、规律特点及时把握。 中央纪委国家监委驻中国电信纪检监察组建成监督贯通协同数字化平台，实现与其他领域业务监管系统 的对接。如，推动财务部门持续迭代虚假贸易风险识别模型，实现对客情掌握、谈判应标自主、采购自 主等6个方面15个风险点的实时监督，有效预防虚假业务，严格规范列支。 各派驻中管企业纪检监察组围绕办案应用场景，聚焦数据整理难、关联信息排查难、搜索查询难、快速 锁定突破点难等难题，探索开发常见问题分析等模型，通过对多重数据的关联分析，为查清查透职务犯 罪安上科技"透视镜"。 驻中国电信纪检监察组自研数据治理引擎，节省数据整理时间的同时，关联包括主要社会关系和"经济 往来"等在内的多维数 ...

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Core Viewpoint - The London stock market experienced a decline on December 12, with the FTSE 100 index closing at 9649.03 points, down 54.13 points or 0.56% from the previous trading day [1] Group 1: Stock Performance - The top five gainers in the London stock market included Burberry Group, which rose by 4.47%, Ashtead Group, which increased by 2.55%, BT Group, which went up by 2.09%, InterContinental Hotels Group, which gained 1.84%, and Fresnillo, which saw a rise of 1.61% [1] - The top five losers in the London stock market were Metrelan Energy and Metals, which fell by 4.16%, St. James's Place, which dropped by 3.59%, British American Tobacco, which decreased by 3.33%, Anglo American, which declined by 2.76%, and Weir Group, which saw a decrease of 2.72% [1] Group 2: European Market Indices - The CAC40 index in Paris closed at 8068.62 points, down 17.14 points or 0.21% from the previous trading day [1] - The DAX index in Frankfurt closed at 24186.49 points, down 108.12 points or 0.45% from the previous trading day [1]

Core Viewpoint - China Mobile executed two block trades on December 12, totaling 56,200 shares and a transaction value of 5.865 million yuan, with a transaction price of 104.36 yuan per share [1] Trading Activity Summary - The total transaction volume for the two block trades was 56,200 shares, with a total transaction value of 5.865 million yuan [1] - Both trades were executed at a price of 104.36 yuan, reflecting no premium or discount relative to the closing price on that day [1] - Institutional proprietary seats were involved in both the buying and selling sides of the trades, resulting in a net sell of 5.865 million yuan [1] Market Performance Summary - On the same day, China Mobile's closing price was 104.36 yuan, marking a slight increase of 0.05% [1] - The stock had a turnover rate of 1.77%, with a total trading volume of 1.66 billion yuan [1] - There was a net outflow of 432,600 yuan in main funds throughout the day, and the stock has seen a cumulative decline of 1.05% over the past five days, with a total net outflow of 197 million yuan [1] Margin Financing Summary - The latest margin financing balance for China Mobile stands at 1.951 billion yuan, having increased by 340 million yuan over the past five days, representing a growth rate of 21.08% [1]

Core Insights - Huawei, in collaboration with various telecom operators, has received multiple awards at the Global Telecoms Awards, recognizing its contributions to the telecom industry and its continuous innovation in digital operations [1][7]. Group 1: Awards and Recognition - Huawei and Kenya's Safaricom won the Best BSS/OSS Modernization Award for their innovative solutions in operational efficiency [1][7]. - Huawei partnered with Indonesia's Telkomsel to win the Best Customer Satisfaction Award, highlighting their successful AI-enhanced digital twin project that improved customer experience [1][4][10]. - Huawei and China Mobile received the Highly Commended Security Solution of the Year Award for their comprehensive data security solutions [1][12]. Group 2: Technological Innovations - AI technology is becoming a core driver of intelligence in OSS/BSS operations, with Safaricom launching the AI-driven Idea-to-Cash platform, significantly reducing time-to-market and improving marketing conversion rates [2][8]. - The I2C platform has led to a 90% increase in configuration accuracy and doubled marketing conversion rates, contributing to continuous growth in ARPU [2][8]. - The AI-enhanced digital twin project with Telkomsel achieved a 15% increase in Net Promoter Score (NPS) and a 1.5% growth in ARPU, showcasing a new revenue model for operators [4][10]. Group 3: Security Solutions - Huawei and China Mobile developed an AI+BOSS system that enhances data security across its lifecycle, achieving over 99% accuracy in sensitive data classification [4][12]. - The system allows for rapid risk analysis, completing ordinary operations in 30 seconds and high-risk operations in 12 seconds, while improving audit efficiency by 95% [4][10].

Core Viewpoint - The "5G+AI Emergency Disaster Monitoring and Early Warning System" project by China Mobile Guangxi Company and the Guangxi Emergency Management Department showcases innovative technology and practical effectiveness, winning the first prize at the 2025 5G Application Competition in Guangxi [1] Group 1: Project Overview - The project addresses the challenges of late detection, slow warning, difficult coordination, and high costs in forest fire prevention in Guangxi, leveraging 5G, AI, and Beidou technologies to create an integrated monitoring network [1][9] - The system enables "second-level warning, precise location, and efficient handling" of fire incidents, providing a digital solution for ecological protection in Guangxi [1] Group 2: Technological Implementation - The project employs a "1+3+N" core architecture, which includes "one platform for management, three networks for support, and N applications for implementation," covering the entire chain from monitoring to decision-making and response [9] - The use of 5G smart thermal imaging cameras and drones allows for inspections of key areas to be completed in 1 to 2 hours, achieving a fire detection rate of over 90%, doubling the efficiency compared to manual inspections [9][10] Group 3: Impact and Benefits - Since the implementation of the system, 332 AI monitoring devices have been deployed across seven cities, increasing monitoring coverage by 75% and successfully issuing early warnings for multiple fire incidents, resulting in a reduction of direct economic losses by over 30% [10] - The project is estimated to reduce carbon emissions by approximately 500,000 tons annually and save 4.5 million yuan in labor costs, demonstrating significant ecological and economic benefits [10]