10月12日，在2025移动合作伙伴大会"算力网络联合创新"分论坛上，中国移动携产业合作伙伴重磅发布GSE 2.5版本协议标准，并同步启动"国芯国连"智算开放互联GSE生态攻坚计划，标志着 随着智能计算规模持续跃升，超万卡乃至十万卡级集群正成为全球大模型竞争的重要基础设施。中国移动积极发挥产业链"链长"作用，以"技术标准+产业生态"双轮驱动，携手产业界共同构建开 本次发布的GSE 2.5版本标准，在GSE 2.0版本基础上实现多项关键技术增强。GSE2.5版本全面支持精简报文设计、RDMA全操作类型乱序接收机制（覆盖Wirte\Read\Atomic\Send），并 作为协同推进GSE技术商用部署的关键举措，"国芯国连"生态攻坚计划同步启动。该计划以汇聚产业力量、构建开放完善的GSE生态体系为目标，联合芯片、设备厂商等产业链伙伴制定了里程碑 中国移动未来将与产业各方持续开展技术攻关、芯片研发、生态共建，共同加速"国芯国连"智算集群的产业化进程，筑牢我国算力基础设施的自主可控根基，全面提升中国智算产业的全球竞争力 ...

Core Viewpoint - China Unicom has officially opened the eSIM reservation channel, with over 60,000 reservations made as of the report date [1] Group 1: eSIM Business Development - China Unicom has confirmed its capability to handle eSIM mobile services [1] - The company plans to conduct commercial trials following the official launch of eSIM-enabled devices, specifically the iPhone Air, in China [1] - The customer service team has not provided specific timelines regarding the release of the eSIM-enabled devices [1]

此前苹果发布的iPhone Air因内置eSIM、不需要实体SIM卡备受关注，但并未第一时间在中国上市。九 月，苹果曾表示"正与监管机构紧密合作，力争尽快在中国推出"。（第一财经记者 郑栩彤） 10月13日，中国联通在官方平台表示，近期已正式获得开展eSIM手机运营服务商用试验的批复，同时 开放eSIM预约通道。 中国联通：eSIM手机商用试验获批 ...

随着eSIM手机业务的获批，中国联通实现eSIM全场景业务闭环。专家表示，eSIM技术以高安全性、稳 定性及运营商灵活切换等优势，带来"免插卡激活、多设备协同、全球无缝漫游"的便捷体验，同时推动 个人终端向"轻量化、多模态"演进。 转自：北京日报客户端 据悉，中国联通自2015年启动eSIM技术研发，2018年在国内推出eSIM可穿戴业务，后陆续获得物联 网、笔记本与平板类业务许可。目前中国联通已累计适配终端75款，覆盖消费电子、工业互联、智慧出 行等场景，服务用户规模突破数百万。 ...

Core Insights - China Unicom has officially launched a nationwide reservation channel for eSIM services, sparking speculation about the imminent release of the domestic iPhone Air in China [1][4] - The eSIM technology has gained attention following the September release of the new iPhone, with China Unicom being the first operator to support eSIM in mainland China [1][2] - The rapid growth in reservations, exceeding 60,000 by the evening of October 13, indicates strong market interest and readiness for eSIM services [2] Industry Developments - eSIM, or Embedded Subscriber Identity Module, is a new generation SIM card standard that eliminates the need for a physical SIM card slot, allowing users to switch and manage networks remotely [2][3] - The adoption of eSIM technology is driven by smartphone manufacturers' desire for thinner and more integrated designs, with major brands like Apple, Huawei, and OPPO leading the charge [2] - Apple’s iPhone Air will be the first model sold in China without a traditional SIM card slot, requiring users to select an eSIM-compatible operator for mobile network access [3][4] Competitive Landscape - China Unicom has been proactive in eSIM deployment, having launched eSIM services for wearable devices as early as 2018 and developing its own eSIM management platform [4] - The competitive dynamics among the three major operators—China Unicom, China Telecom, and China Mobile—are intensifying, with each seeking to leverage eSIM technology to attract high-value users [4][5] - China Telecom and China Mobile are also preparing to launch their eSIM services, with China Mobile reporting over 150,000 reservations within hours of opening its eSIM appointment system [5]

Core Insights - China Mobile announced an upgrade to its "AI+" action plan and the establishment of the "AI+" ecological alliance, indicating a strategic shift from 5G to AI as a core focus [1][2][3] - The company aims to double its investment in artificial intelligence by the end of 2028, with plans to build the largest and most advanced intelligent computing infrastructure in the country [1][3] - The latest financial report shows a 0.5% decline in revenue for the first half of the year, marking the first revenue drop in six years, raising concerns about the financial implications of high investment in AI [1][4] Investment and Infrastructure - By 2028, China Mobile plans to explore the construction of a 100,000-card intelligent computing cluster and achieve a national intelligent computing power scale exceeding 100 EFLOPS [1][3] - The company is focusing on creating a collaborative ecosystem that enhances the synergy between computing power, models, and data to accelerate AI implementation [2][3] - The "Nine Sky" model is central to the company's strategy, aiming to elevate its position in the AI value chain from merely providing resources to offering capabilities [5][6] Market and Business Strategy - The "AI+" action plan is expected to create a new industrial ecosystem with a market scale in the hundreds of billions [3][10] - China Mobile's strategy includes the development of high-quality data sets across 15 industries and the establishment of a robust AI talent pool [3][7] - The company has created a "1+3+N fleet matrix" to support its AI initiatives, which includes a core infrastructure and specialized teams focused on computing power, model development, and application scenarios [8][9] Financial Considerations - China Mobile's revenue from AI is currently minimal compared to its overall revenue, indicating potential cash flow pressures as the company invests heavily in AI infrastructure [10][11] - The company's capital expenditure plan for 2025 is set at 151.2 billion yuan, with 37.3 billion yuan allocated for computing power investments, representing 25% of total expenditures [10] - The net cash flow from operating activities has significantly decreased, highlighting the financial strain as the company accelerates payments to support its supply chain [11]

Core Insights - The emergence of silicon-based life and the integration of carbon-silicon forms will lead to a new model of "human-machine co-governance" [1] - This transition is expected to initiate a new era of information civilization characterized by "carbon-silicon symbiosis" [1] Group 1 - The global landscape will evolve towards a collaborative environment between humans and machines [1] - The concept of "carbon-silicon symbiosis" is highlighted as a key feature of the upcoming AI+ era [1]

此次开启手机eSIM业务预约，意味着国内手机eSIM商用已进入倒计时阶段。（界面） 10月13日，智通财经从中国联通官方公众号获悉，中国联通正式上线eSIM业务全国预约通道。截至发 稿，预约人数已突破6万人，且数字仍在快速增长。这一举措，被外界看作为即将到来的国行iPhone Air 做准备。目前用户可以通过中国联通微信公号、APP或线下营业厅预约办理eSIM业务。 eSIM，即嵌入式SIM卡。与传统的实体SIM卡不同，它直接嵌入在设备芯片上，无需像传统SIM卡那样 插入或更换物理卡片，就能实现通信功能。设备通过空中下载技术（OTA）即可完成运营商网络配置， 极大提升了设备的防水、防尘性能，也为更轻薄的外观设计提供了可能。中国联通早在2018年就推出了 可穿戴设备的eSIM服务，2025年联合GSMA举办了首届eSIM专题展，并更新了5G终端技术规范，其自 主研发的eSIM管理平台已支持20余款终端接入。 【#中国联通正式开启eSIM业务预约##国内手机eSIM商用已进入倒计时#】 ...

Core Insights - China Unicom has officially launched a nationwide reservation channel for eSIM services, indicating a strategic move to enhance its digital offerings [1] - As of the report date, the number of reservations has exceeded 60,000 and continues to grow rapidly, reflecting strong consumer interest in eSIM technology [1] Company Summary - China Unicom has introduced a nationwide eSIM reservation channel, marking a significant development in its service portfolio [1] - The rapid increase in reservation numbers suggests a positive market reception and potential for future growth in eSIM adoption [1]

#联通eSIM预约人数已超6万#【#中国联通eSIM预约正式开放#】10月13日，记者从中国联通官方公众号 获悉，中国联通正式上线eSIM业务全国预约通道。截至发稿，预约人数已突破6万人，且数字仍在快速 增长。这一举措，被外界看作为即将到来的国行iPhone Air做准备。目前用户可以通过中国联通微信公 号、APP或线下营业厅预约办理eSIM业务。（界面，泽塔） ...