转自：新华财经 8月8日，"数智低空 新向未来"——2025低空经济敕勒川思客会在内蒙古呼和浩特市举行。本次活动由中国移动内蒙古公司联合新华网、新华社内蒙古分 社、内蒙古大学、内蒙古工业大学共同主办，汇聚政、产、学、研各界精英，聚焦低空经济新机遇、新方向，共商共议，为内蒙古自治区打造全国低空经济 高质量发展新高地凝聚智慧与力量。 会议现场 共启"黄金赛道"：低空经济赋能北疆未来 会上，各界嘉宾深刻阐述低空经济作为新时代产业变革"黄金赛道"的战略意义，强调其赋能千行百业、驱动经济社会进步的巨大潜力。 中国移动内蒙古公司焦毅副总经理为大会致辞 新华网副总裁杨庆兵、内蒙古大学副校长周建涛和内蒙古工业大学党委副书记赵增武分别从媒体实践、高校科研角度，深入剖析了低空经济的重要性与发展 路径。呼和浩特市工业和信息化局局长李敏娜则详细推介呼和浩特依托空域、区位及政策优势，全力打造"北疆航谷"的产业蓝图与发展机遇。 解码发展路径：权威视角下的战略与技术洞察 主旨演讲环节，专家带来深度解读。国家发展和改革委员会原副秘书长、国家低空经济融合创新研究中心专家委员会主任范恒山从国家战略高度，系统阐述 了低空经济高质量发展的核心路径与 ...

Core Insights - China Mobile reported a total operating revenue of RMB 543.8 billion for the first half of 2025, with a year-on-year growth of 0.7% in communication service revenue [1] - The company achieved a net profit attributable to shareholders of RMB 84.2 billion, reflecting a 5.0% increase compared to the previous year [1] Revenue Breakdown - Personal market revenue reached RMB 244.7 billion, with mobile customers totaling 1.005 billion, a net increase of 560,000 [2] - The household market generated RMB 75 billion in revenue, marking a 7.4% year-on-year growth, with broadband customers increasing by 6.23 million [2] - The government and enterprise market revenue was RMB 118.2 billion, up 5.6% year-on-year, with a customer base of 34.84 million [3] Digital Transformation and New Revenue Streams - Digital transformation revenue amounted to RMB 156.9 billion, growing by 6.6% and accounting for 33.6% of communication service revenue [1] - The mobile cloud revenue reached RMB 56.1 billion, reflecting an 11.3% increase, while 5G vertical industry applications saw a significant growth in revenue to RMB 6.1 billion, up 57.8% [3] International and Emerging Markets - Emerging market revenue was RMB 29.1 billion, with international business revenue reaching RMB 14 billion, an 18.4% increase [4] - Digital content revenue totaled RMB 14.9 billion, with significant user engagement in AI-driven services [4] Shareholder Returns - The company declared an interim dividend of HKD 2.75 per share, a 5.8% increase from the previous year, reflecting a commitment to shareholder value [1]

Core Insights - The low-altitude economy is rapidly evolving, driven by policy support and technological advancements, becoming a new battleground for regional economic competition and improving public services [2][3][9] Policy Developments - The low-altitude economy was included in the government work report for the first time in 2024, with numerous supportive policies being introduced from central to local levels [2] - The 20th National Congress emphasized the need to develop general aviation and low-altitude economy, while various local governments have issued specific plans to foster growth in this sector [2] Market Potential - The market size of China's low-altitude economy is estimated to be approximately 506 billion yuan in 2023, with projections to reach 1 trillion yuan by 2026, reflecting an average annual growth rate of about 30% from 2021 to 2026 [3] Technological Innovations - 5G-A technology is redefining low-altitude communication, with the establishment of the first 5G-A multi-modal low-altitude network demonstration zone in Hangzhou, achieving full coverage for communication and perception [5] - Innovative applications of low-altitude technology are emerging across various sectors, including logistics, security, and urban air mobility [4][8] Operational Efficiency - The use of drones in logistics has significantly reduced costs and improved efficiency, with delivery costs dropping by over 80% and fresh seafood being delivered within 15 minutes from farms to tables [6] - Advanced management platforms are being developed to enhance safety and order in low-altitude operations, integrating AI and data systems for effective monitoring [7] Industry Collaboration - Major cities are collaborating to build a low-altitude economy ecosystem, with plans to establish 100 demonstration projects by 2025, indicating a strong commitment to developing this sector [9] - Various companies are accelerating their investments in the low-altitude economy, covering areas such as air traffic management, drone logistics, and urban air mobility [9]

Group 1 - The 2025 government work report has officially included "deep-sea technology" as a direction for cultivating new productive forces, emphasizing the promotion of its safe and healthy development alongside emerging industries like low-altitude economy [1] - In Zhoushan, a new low-altitude application integrating security, logistics, and tourism is rapidly unfolding, supported by a near-sea 5G communication real-time guarantee system developed by China Mobile [1] - The "Low-altitude Marine Intelligence Comprehensive Management Platform" utilizes 5G-A sensing base stations and a comprehensive perception network to ensure safe and precise drone operations, enhancing the quality of the island economy [1] Group 2 - Drones equipped with temperature-controlled preservation boxes can deliver freshly caught fish from breeding bases to tables in just 15 minutes, significantly reducing the time from the traditional 2 hours [3] - The launch of the "Zhoushan Police" drone flight reporting platform has facilitated the application of consumer drones, leading to a 45.6% month-on-month increase in recreational flying activities [3] - The deployment of a drone management platform based on digital twin technology has significantly expanded the low-altitude warning range in Zhoushan, reducing the occurrence of unauthorized flights [3]