当碳基生命的创造力与硅基生命的智慧力深度融合，将迸发出怎样的"AI+"可能？ 2025年10月10日—10月12日，中国移动（600941）全球合作伙伴大会在广州保利世贸博览馆召开。大会 以"碳硅共生 合创AI+时代"为主题，携手全球合作伙伴，旨在共建碳硅共生新秩序，谱写人工智能赋能 高质量发展的新篇章。AI赋能生活、生产、治理等诸多领域解决方案精彩亮相，生动展现了"可触、可 感、可体验"的未来科技图景。 在数字经济浪潮中，新型信息基础设施正成为AI应用蓬勃发展的核心根基。中国移动围绕"连接+算力 +能力"新型信息服务体系，为AI+时代筑牢数字底座。 不止于生产现场，AI的赋能效应进一步向中小企业延伸。中国移动商客品牌"移动智企"打造一站式AI解 决方案，助力企业智能化升级。 在社会治理领域，碳硅共生的应用成果一一亮相——中国移动打造的黑龙江省数字政府项目，实现了省 级运营中心与13个市（地）运营中心联动，一屏统览全省政务运行态势。此外，AI+矿山安监、AI+智 慧医疗、AI+智慧园区、AI+智慧农业等一系列创新成果也集中亮相。 仰望天空，低空经济正从产业概念迈向规模化发展，"中移凌云低空综合能力平台"深度融 ...

2025中国移动全 球合作伙伴大会 在穗举办_南方 +_南方plus 10月10日-12 日，2025中国移 动全球合作伙伴 大会在广州保利 世贸博览馆举 办，大会以"碳 硅共生 合创 AI+时代"为主 题，旨在共建碳 硅共生新秩序， 推动人工智能赋 能高质量发展。 期间，中国移动 展示了最新科创 等领域的解决方 案，让观众直观 感受碳硅融合的 成果及AI在生 活、生产、治理 展区无人餐厅 内，多个机器人 正自主协作，为 科技魅力。 在大会现场，灵 犀智能体通过语 音对话、图文生 成等方式，让观 众实时体验九天 大模型在日程管 理、报告生成等 场景的功能，体 现碳基需求与硅 基能力的高效匹 配；展台内，梧 桐大数据正通过 热力图动态呈现 展馆的实时人流 数据，有效预警 拥堵情况，助力 观众安全逛展； 现场还展示了柔 性制造在"生 产"环节的实际 应用，呈现AI如 何灵活响应多样 化生产需求，体 现碳基决策与硅 基执行的深度融 合。 来源：南方农村 报 版权声明：未经 许可禁止以任何 形式转载 编辑 钟敏婷 观众奉上地道的 广州早茶；户外 远程机器人跑酷 秀更是让观众惊 叹连连，四足机 器狗"灵犀"不仅 能陪聊 ...

Core Insights - China Mobile officially launched the "AI+" action plan and ecosystem alliance, aiming to double its investment in artificial intelligence by the end of 2028, establishing the largest and most advanced intelligent computing infrastructure in the country [1] Investment and Infrastructure - By 2028, China Mobile plans to build a national intelligent computing capacity exceeding 100 EFLOPS and develop a hundred thousand intelligent computing clusters [1] - The initiative will enhance the supply of high-quality data sets across 15 industries, positioning them as the "core resource" for intelligent ecosystem value extraction [1] AI Model Development - The plan aims to elevate the Jiutian large model to an internationally leading level, providing ubiquitous and inclusive "model as a service" [1] - The focus is on creating a "smart engine" that enhances economic and social efficiency through advanced AI capabilities [1] Talent and Collaboration - China Mobile will strengthen the development of high-end and youth AI talent, promoting a safe and controllable development of intelligence in collaboration with various industries [1] Application and Expansion - The company aims to implement over 3,000 AI+DICT projects across more than ten sectors, including new industrialization, government affairs, and agriculture, contributing to the creation of smart city services for hundreds of millions of users [1] - The goal is to accelerate the user base of the Lingxi intelligent agent to over 200 million, establishing a comprehensive intelligent service entry point [1] Global Outreach - The plan includes promoting high-quality AI capabilities abroad, assisting developing countries in sharing technological benefits and bridging the intelligence gap [1]

Core Viewpoint - The article highlights the significance of the Cybersecurity Expo and related events in Kunming, showcasing advancements in digital security technologies and services, particularly by China Mobile, aimed at combating fraud and enhancing digital safety [1][2][3]. Group 1: Event Overview - The Cybersecurity Expo and International Promotion Conference for Cybersecurity Products and Services have made Kunming a focal point for the national cybersecurity industry [1]. - The event features various activities, including a technology summit, attracting significant public interest and participation [1]. Group 2: China Mobile's Innovations - China Mobile's "Xihua Guardian" offers three key functions: identification alerts, family protection, and insurance compensation, which have drawn considerable attention from visitors [1]. - The "Xihua Guardian" service has established a protective network for over 24 million users across the country, combining smart technology prevention with fraud insurance compensation [1]. Group 3: AI and Fraud Prevention - The "Xihua Anti-Fraud Digital Person" utilizes AI to interact with visitors, providing clear explanations of fraud-related processes and features such as one-click reporting and app risk detection [2]. - The AI system can quickly identify fraudulent apps installed on users' devices, enhancing the overall security framework [2]. Group 4: Low-altitude Security Measures - A low-altitude safety monitoring system demonstrated at the expo can autonomously detect and counteract unauthorized drones, showcasing advancements in airspace security [3]. - The "Hubble No. 1" 5G drone communication terminal allows for remote control via 5G networks, presenting new opportunities for emergency response [3]. Group 5: Addressing AI Risks - The industry faces challenges related to AI, including risks from large model dependencies, trust issues from model inaccuracies, and the need for comprehensive security evaluation systems [6]. - China Mobile's self-developed "Jiutian" model addresses these issues by implementing a dual identification mechanism to track AI-generated content and establishing a lifecycle security assessment platform [6]. - The company's AI technology can detect deepfake scams with over 95% accuracy in real-time, being integrated into various services like video calls and messaging [6].

Core Viewpoint - The recent issuance of the "Opinions on Deepening the Implementation of the 'Artificial Intelligence+' Action" by the State Council marks a significant advancement in the policy framework for artificial intelligence, emphasizing the need for coordinated development of industry application demands and foundational capabilities [1][2]. Group 1: Policy and Strategic Goals - The "Opinions" outline six major actions and eight supporting measures to solidify the "Artificial Intelligence+" initiative, establishing overall requirements, development goals, and key directions for implementation [1][2]. - By 2030, the penetration rate of new generation intelligent terminals and intelligent agents is expected to exceed 90%, promoting technological inclusivity and shared outcomes [2]. Group 2: Industry Development and Innovation - The document emphasizes the importance of strengthening technological collaboration between artificial intelligence and fields such as quantum technology and 6G, aiming for breakthroughs in foundational technologies like large model algorithms [4]. - The industry is urged to accelerate innovation and application of AI technologies across various sectors, including industrial, agricultural, and service industries, to enhance production transformation [4]. Group 3: Challenges and Opportunities - Despite the advancements, the industry faces challenges such as insufficient innovation capacity, mismatched supply and demand, and barriers to the practical application of AI technologies [3]. - The integration of AI with emerging technologies like the metaverse and brain-computer interfaces is seen as a pathway to explore new forms of intelligent products and services [3]. Group 4: Societal Impact and Governance - The "Opinions" highlight the role of AI in enhancing governance capabilities across various domains, including public safety, disaster management, and ecological protection [4]. - The initiative aims to ensure that the benefits of AI development are shared among all citizens, contributing to the modernization of China's economy and society [2][5].

Core Insights - The 2025 China International Service Trade Fair is being held from September 10 to 14 in Beijing, with China Mobile showcasing its AI capabilities under the theme "Revitalizing with AI+ Era" [1] - China Mobile has developed the "Jiutian" general-purpose foundational model, which supports deployment from billions to trillions of parameters, enabling flexible adaptation across various devices [3] - The "Lingxi Family Intelligent Agent" is designed to cover all family scenarios, providing services such as intelligent content search and device control, enhancing family life through AI integration [4] - China Mobile aims to foster an AI+ ecosystem with partners, transitioning AI technology from isolated breakthroughs to systemic empowerment [5] Group 1: AI Capabilities - China Mobile's "Jiutian" model features multi-modal understanding and generation capabilities, significantly improving reasoning speed by 134% in specific tasks [3] - The MoMA (Multi-Model and Intelligent Agent Aggregation Service Engine) allows dynamic matching of scenarios, models, and intelligent agents, addressing the challenge of single model adaptability [3] Group 2: Consumer Applications - The "Lingxi" intelligent agent utilizes the Jiutian model to provide comprehensive family solutions, enhancing user experience across multiple devices [4] - The performance of the Lingxi robot series at the fair demonstrated advanced capabilities such as knowledge transfer and collaborative actions, indicating potential for practical applications in household and industrial settings [4] Group 3: Future Directions - China Mobile plans to continue its "co-creation and sharing" philosophy, aiming to enhance new productive forces and contribute to a better digital future [5]

Core Insights - China Mobile's data labeling base in Shandong represents a forward-looking strategic layout in the data element field, focusing on data processing, platform construction, and service support to drive the release and transformation of data element value [1][3]. Group 1: Data Labeling Base Development - The data labeling base aims to ensure high-quality data set supply for AI industry development and improve the data labeling ecosystem infrastructure [3][4]. - It is designed to handle multi-modal data processing needs, creating a standardized production system for data collection, cleaning, labeling, quality inspection, and data sets [3][4]. - The base has successfully supported over 20 key large model projects, generating value exceeding 10 million yuan, with a year-on-year increase in labeling orders by 210% [4]. Group 2: Platform and Ecosystem Innovation - The base is innovating a sustainable development model of "platform + product + ecosystem," linking provincial data resources with industry demands [4][6]. - A core team of nearly 200 professionals has been established to ensure rapid response to industry orders and maintain service quality [6]. - The service range has expanded from AI companies to research institutions, government agencies, and industry partners, promoting deep integration of data elements with the real economy [6][7]. Group 3: Future Directions and Goals - The data labeling base is positioned as a key driver for the rapid development of the AI industry, focusing on enhancing multi-modal data processing accuracy and evaluation capabilities [7]. - The goal is to upgrade the urban-level data labeling platform to be more advanced in technology, comprehensive in service, and open in ecosystem [7][8].

Investment Rating - The industry investment rating is "Outperform the Market" [1][43] Core Insights - The report highlights a continuous growth trend in the market, with the Shanghai Composite Index rising by 3.54% in July 2025, while the communication sector increased by 10.7% and the computer sector by 3.86% [5][12] - The AI industry is experiencing significant growth, with the scale of China's AI industry expected to exceed 700 billion yuan in 2024, maintaining a growth rate of over 20% [23] - The demand for AI computing power is surging, driven by the widespread adoption of AI applications, which is expected to sustain high market activity in China's AI computing sector [5][12] Summary by Sections Market Review - From July 1 to July 31, 2025, the communication sector saw a notable increase, with Nvidia receiving U.S. government approval to resume sales of its "special version" H20 chips to China [5][12] - The report indicates that the top ten domestic telecom server manufacturers include ZTE, Inspur, and others, with ZTE holding a market share of 20.51% [37][40] Communication Industry - The domestic telecom business revenue reached 162.95 billion yuan in June 2025, reflecting a year-on-year growth of 4.86% [15][17] - The three major telecom operators are enhancing their AI capabilities, with significant investments in AI models and intelligent agents [6][23][29] Computer Industry - The domestic software industry reported revenues of 1,479.6 billion yuan in June 2025, marking a year-on-year increase of 13.53% [30] - The report notes that the domestic server market is expected to grow rapidly over the next three years, driven by increasing demand for domestic servers and technological innovation [7][40]

在业绩说明会上，中国移动董事长杨杰在谈及AI收入时表示，今年上半年AI直接收入实现高速增长， AI收入包含四个领域：AI算力，中国移动自建算力总规模33.3EFlOPS，除了几个互联网大厂，中国移 动是提供算力最多的；模型，九天大模型已经产生了很多收入；数据，今后AI要发展和突破，数据至 关重要；应用，包括2C、2B、2H。 责任编辑：刘万里 SF014 他透露，目前AI给中国移动带来的直接收入达到了几十亿数量级，AI会成为每个领域都离不开的基础 设施，把AI作为公司最重要的战略。中国移动在AI上的重点是抓一力两化：核心能力、规模化、商业 化。 新浪科技讯 8月7日晚间消息，中国移动今日公布2025年上半年业绩，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%；股东应占利润为842亿元，同比增长5.0%。 ...

Group 1 - The Chinese government is committed to advancing AI-enabled new industrialization, with a focus on enhancing industrial applications and optimizing the industry ecosystem [1] - The 2025 World Artificial Intelligence Conference (2025WAIC) showcased various AI applications in industries such as textiles, photovoltaics, and automotive, demonstrating significant efficiency improvements and quality enhancements [1] - AI applications in industrial quality inspection have led to a 70% increase in response efficiency and a 50% reduction in safety management personnel in steel manufacturing [1] Group 2 - China Unicom is developing large-scale industrial intelligent computing clusters to support the construction of smart factories across various sectors, including automotive and steel [2] - The integration of AI and industrial internet is seen as a core driver for industrial transformation, particularly benefiting the digital transformation of small and medium-sized enterprises [1][2] - The Ministry of Industry and Information Technology of China has outlined key tasks for the second half of the year, emphasizing the deepening of the "AI + manufacturing" initiative [2] Group 3 - The establishment of the national AI platform "Huanxin Community" aims to promote the maturity of domestic AI technologies and industry ecosystems, aggregating data sets from 13 industries [2] - A consortium of eight banks, including the Industrial and Commercial Bank of China, has launched a financial product with a credit limit of 400 billion RMB to support the development of "AI + manufacturing" [2] - KPMG's white paper highlights that generative AI is accelerating its penetration into key manufacturing processes, moving from pilot exploration to deep application among Chinese manufacturing enterprises [3]