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 Insights - China Mobile announced the upgrade of its "AI+" action plan and the establishment of the "AI+" ecosystem alliance, aiming to double its investment in artificial intelligence by the end of 2028, with a target of building the largest and most advanced intelligent computing infrastructure in China [1] - The chairman of China Mobile, Yang Jie, highlighted the emergence of an "AI+" era characterized by three accelerating integrations: the fusion of digital intelligence technology with the real economy, the merging of the digital and physical worlds, and the convergence of carbon-based and silicon-based life forms [2][3] Investment and Infrastructure Development - China Mobile plans to enhance its network by advancing 5G-A and 6G technologies, deploying new connection capabilities to meet the demands of billions of intelligent devices [3] - The company aims to build efficient intelligent computing facilities, transitioning cloud computing to "cloud intelligence computing" and exploring the establishment of large-scale intelligent computing centers and quantum technology infrastructure [3][4] Data and Model Innovation - The company is focused on innovating data supply by creating diverse high-quality industry data sets and enhancing data governance capabilities to promote efficient data sharing [4] - Continuous improvement of the multi-modal "Nine Heavens" general model is a priority, with an emphasis on enhancing autonomous, secure, and trustworthy capabilities [4] Financial Performance - In the first half of 2025, China Mobile reported a revenue of 543.769 billion yuan, a slight decrease of 0.5% year-on-year, while its main business revenue from communication services grew by 0.7% to 466.989 billion yuan [4] - The net profit attributable to shareholders was 84.235 billion yuan, reflecting a year-on-year increase of 5% [4] - Yang Jie indicated that the direct revenue from AI is currently in the tens of billions range, with expectations for growth as the company develops its AI capabilities further [4]

Core Insights - China Mobile announced "three upgrades" during the 2025 China Mobile Global Partner Conference, aiming to inject new momentum into Chinese enterprises going global through carbon-silicon integration [1] Group 1: AI and Cloud Infrastructure - The first upgrade focuses on "AI+" cloud intelligence infrastructure, which will comprehensively cover network, cloud, computing power, and platform capabilities, establishing a new paradigm of "global intelligence computing, one network empowering" [1] - The second upgrade involves enhancements to "AI+" solutions, completing five major upgrades to the one-stop integrated package and achieving a four-dimensional leap in eight typical industry solutions, driving intelligent development across various sectors with full-stack AI capabilities [1] Group 2: Ecosystem and Collaboration - The third upgrade pertains to the "AI+" integrated ecosystem, revitalizing the "Juxing Plan" operational mechanism, and establishing three major pillars: AI+ applications, pan-connection, and cloud intelligence computing power, alongside the release of 12 AI achievements [1] - China Mobile also introduced its self-developed auditing industry model "Mingming" and the engineering auditing professional model "Jianshun Qianxun," facilitating deep and large-scale applications of AI in various fields, including auditing [1] Group 3: Future Directions - Looking ahead, China Mobile plans to leverage an open technology foundation, a global computing power network, and full-stack AI capabilities to collaborate with over 500 ecosystem partners, promoting replicable and implementable "Chinese digital intelligence solutions" to the "Belt and Road" initiative and beyond [1]

【中国移动：到2028年底 建成国内规模最大智算基础设施】《科创板日报》12日讯，在2025中国移动 全球合作伙伴大会主论坛上，中国移动宣布升级"AI+"行动计划，同时成立"AI+"生态联盟。"AI+"行动 计划明确，到2028年底，中国移动将持续加大对人工智能领域的投入力度，总体投入翻一番，建成国内 规模最大、技术领先的智算基础设施，探索十万卡智算集群建设，全国产智能算力规模突破100 EFLOPS。（记者 张洋洋） 转自：智通财经 ...

Core Insights - China Mobile has launched its new international brand CMobile and announced the establishment of the International Ecological Alliance, marking a significant milestone in its globalization strategy [1][4] Group 1: Brand and Strategy - CMobile embodies the 4C concept: Customer-centric service, open cooperation, innovation foundation, and global connectivity [3] - Since 2006, China Mobile has expanded its international presence with 40 business points globally, providing comprehensive international information services [3] Group 2: Collaborative Ecosystem - China Mobile has initiated multiple cooperation platforms, including the "Hand-in-Hand Plan" with 29 partners to serve over 3 billion global customers [4] - The "Gathering Stars Plan" aims to support 500 partners in helping Chinese enterprises go global [4] - The International Ecological Alliance is proposed to enhance global collaboration and build a digital cooperative network [4] Group 3: Future Vision - The launch of CMobile and the International Ecological Alliance represents China Mobile's response to the call for a global digital civilization [4] - The company aims to be a connector of digital technology and global markets, promoting an open, inclusive, and win-win digital civilization [4]

Core Viewpoint - China Telecom launched the "TeleStudio" AI video creation platform on October 10, offering a one-stop service from creative input to high-definition output for free to the public for a limited time [1] Group 1: Product Overview - TeleStudio is developed by China Telecom's AI Research Institute (TeleAI) and Tianyi AI, focusing on standardizing the creative process and controlling the generation effects [1] - The platform supports 2K ultra-clear video generation and can produce videos longer than 20 seconds, addressing issues like complex motion deformation and stuttering in video generation [1] Group 2: Target Audience and Applications - The product caters to a diverse user base, meeting various creative needs across different scenarios, including film post-production, advertising creativity, and game animation [1] - Features such as complex motion customization and audio-driven capabilities assist professional video creators in pre-visualizing video effects and character animations [1] Group 3: Strategic Goals - The platform aims to help users realize their creative ideas, positioning AI video creation as a tool to enhance personal expression, corporate efficiency, and industry productivity [1]

Core Insights - The conference held by China Mobile focused on the theme of "Carbon-Silicon Symbiosis to Co-create the AI+ Era," aiming to build a new order of carbon-silicon coexistence and highlight AI's role in high-quality development [1] - China Mobile is establishing a new information service system centered around "Connection + Computing Power + Capabilities" to support the growth of AI applications [1] - The integration of AI in various sectors, including flexible manufacturing and social governance, showcases the effective collaboration between carbon-based decision-making and silicon-based execution [2] Group 1 - The conference showcased AI-enabled solutions across multiple fields, emphasizing a future where technology is tangible and experiential [1] - China Mobile has developed industry-specific large models based on the Jiutian model foundation, enabling intelligent applications in over twenty key areas [1] - The "Lingxi" AI system provides immersive interactive experiences, demonstrating its capabilities in tasks like schedule management and report generation [1] Group 2 - AI+ flexible manufacturing is transforming the entire process from research and production to supply and sales, effectively responding to diverse production needs [2] - The "Mobile Smart Enterprise" initiative extends AI's benefits to small and medium-sized enterprises, facilitating their intelligent upgrades [2] - Various innovative applications, such as AI in mining safety, smart healthcare, and digital government projects, were presented, highlighting the practical outcomes of carbon-silicon symbiosis [2] Group 3 - The "Lingxi" AI system enhances daily life by providing comprehensive services, including travel planning and work report generation through voice commands [3] - Autonomous robots in a restaurant setting and outdoor robotic performances illustrate the practical applications of AI in everyday scenarios [3] - The introduction of AI voice models for the hearing impaired promotes inclusive communication, showcasing the societal impact of AI technology [3]

据泰媒报道，9月26日，泰国电信运营商True发布公告提醒公众，不要轻信社交媒体上关于"代开马甲 SIM卡"换取报酬的诱导性广告。根据2023版《预防和打击技术犯罪管理法》（2025年修订版），无论 是雇主还是受雇者，代开SIM卡或将SIM卡提供给他人使用，均需承担法律责任。 True强调，切勿相信任何形式的代开SIM卡邀约，该行为不仅会导致个人信息泄露，还可能触犯法律， 面临监禁和巨额罚款的双重处罚。相关处罚如下：雇主：最高可判处5年监禁及罚款50万泰铢；受雇 者：最高可判处3年监禁及罚款30万泰铢。 ...

中国联通现已正式开启 eSIM 业务预约通道，据 C114 通信网，截至 10 月 10 日（昨天），线上预约人数已突破 3.9 万人。用户可通过中国联通 App 首页 顶部入口进入eSIM 预约专区，填写相关信息后即可完成预约登记。 苹果官网现已显示，iPhone Air 通过 eSIM 激活运营商网络，不支持实体 SIM 卡。使用 eSIM 需要选择支持 eSIM 的运营商及相关的移动通信服务计划。 中国移动、中国电信和中国联通将为本产品提供 eSIM 支持，具体时间依监管部门审批情况而定。请联系运营商确认其对 eSIM 的支持情况。 （荆楚网） 此前，苹果中国官网显示， iPhone Air 手机由于eSIM的原因具体发售时间待定。 苹果 Apple Store 官网将 iPhone Air 发售时间改为"发售信息后续更新""所有机型将在获得批准后发售"。 ...

Core Viewpoint - The 2025 China Mobile Global Partner Conference, held in Guangzhou, focuses on "Carbon-Silicon Symbiosis and Co-Creation in the AI+ Era," aiming to promote high-quality development through artificial intelligence [2][3][21]. Group 1: Conference Highlights - The conference showcased China Mobile's latest technological innovations and solutions in various fields, including daily life, production, and governance, emphasizing the integration of carbon and silicon technologies [3][4][12]. - Attendees experienced real-time applications of AI, such as the Lingxi Intelligent Body demonstrating capabilities in schedule management and report generation, highlighting the efficient matching of carbon-based needs with silicon-based capabilities [10][11]. - The event featured a dynamic heat map from Wutong Big Data to present real-time visitor flow data, effectively warning of congestion and ensuring visitor safety [12]. Group 2: Key Initiatives - On October 11, during the main forum, China Mobile announced four significant initiatives covering quantum communication, AI development, digital consumption, and international branding [21][22]. - Chairman Yang Jie delivered a keynote speech titled "Carbon-Silicon Symbiosis and Co-Creation in the AI+ Era," stating that artificial intelligence is a key variable influencing future development [22][23]. - China Mobile expressed its commitment to collaborating with global partners to create a community of shared interests, careers, and development, exploring the limitless possibilities of carbon-silicon symbiosis and jointly shaping a vibrant future in the AI+ era [24][25].