Group 1 - The competition in the large model industry has shifted from computing power, model size, and data quality to the effectiveness and efficiency of industrial ecosystem implementation [1] - The Chinese government's "AI+" action plan outlines goals for the widespread adoption of new intelligent terminals and agents, aiming for over 70% adoption by 2027 and over 90% by 2030 [1] - The plan emphasizes the need for government and state-owned enterprises to lead by example, support technology implementation, and optimize the AI innovation ecosystem [1] Group 2 - During the 2025 China Mobile Global Partner Conference, China Mobile announced an upgraded "AI+" action plan and ecosystem alliance, focusing on collaboration in computing power, models, and data to accelerate AI implementation [3] - China Mobile's chairman highlighted the importance of enhancing AI capabilities, advancing 5G-A and 6G technologies, and building a robust cloud-intelligent computing resource system [3] - The "AI+" action plan aims to create a new industrial ecosystem with a market scale of hundreds of billions, with significant investments in AI infrastructure and a target of exceeding 100 EFLOPS in national intelligent computing power by the end of 2028 [4] Group 3 - China Mobile plans to elevate its "Jiutian" model to an internationally competitive level, providing ubiquitous "model as a service" and enhancing the supply of high-quality data sets across 15 industries [5] - The company aims to achieve a user base of over 200 million for its Lingxi intelligent agent and implement over 3,000 AI+DICT projects across various sectors, including new industrialization and agriculture [5] - The focus of the large model era has shifted from technological leadership to ecosystem symbiosis and industrial implementation, with China Mobile actively building an AI ecosystem [5]

Core Viewpoint - China Mobile is set to enhance its "AI+" strategy and various innovation plans to drive economic benefits and social value through advanced AI capabilities and infrastructure [1][2]. Group 1: Infrastructure Upgrades - China Mobile will promote the upgrade of digital intelligence infrastructure, focusing on the construction of new information infrastructure to meet the demands of billions of intelligent devices [1]. - The company aims to explore the establishment of large-scale intelligent computing centers and quantum technology infrastructure, enhancing integrated computing power supply [1]. Group 2: Technology Innovations - China Mobile plans to advance AI technology innovation, accelerating breakthroughs in AI performance and driving frontier innovations [2]. - The integration of AI with 5G-A, 6G, and quantum technology will be prioritized to tackle key challenges in the fusion of sensing, computing, and intelligence [2]. Group 3: Application Enhancements - The company will enhance AI+ industry capabilities, promoting intelligent interconnectivity in manufacturing and digital transformation in agriculture [2]. - AI+ will be expanded in consumer applications, improving functional, experiential, and emotional value, while also enhancing AI-driven services in healthcare, education, and public safety [2]. Group 4: Security Upgrades - China Mobile will strengthen security capabilities to elevate the overall digital intelligence security level across the industry [3]. - The establishment of global standards for AI safety and ethical governance will be pursued to ensure compliance and trustworthiness in AI applications [3]. Group 5: Collaborative Ecosystem - The company will create platforms for technology research and application transformation, facilitating innovation through collaboration among academia, industry, and research [3]. - Focus will be placed on investment in cutting-edge fields such as new computing and intelligent systems, promoting a comprehensive investment strategy in AI [3].

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 Viewpoint - The China Mobile Global Partner Conference 2025 emphasizes the importance of building a digital intelligence ecosystem and outlines five major upgrade actions for the AI+ era, as articulated by Chairman Yang Jie [1][12]. Group 1: Achievements During the 14th Five-Year Plan - During the 14th Five-Year Plan, China's information and communication industry achieved significant progress, meeting goals such as "gigabit access in every county, 5G access in every town, and broadband access in every village" [2]. - China Mobile has become the world's largest in network scale, customer scale, and revenue scale, while also leading in innovation capability, brand value, market capitalization, and profitability [2]. Group 2: Industry Empowerment and Technological Integration - China Mobile has established a "5G+", "AI+", and "Cooperation+" collaborative development framework, creating the world's largest dual-gigabit network and over 50,000 5G industry applications [6]. - The company is building tens of thousands of intelligent computing clusters and massive AI models, integrating AI into various aspects of production and daily life [6]. Group 3: Trends Defining the AI+ Era - The AI+ era is characterized by three accelerated integrations: 1. Integration of digital technology with the real economy, leading to advancements in autonomous driving and smart industries [7]. 2. Integration of the digital world with the physical world, enhancing human capabilities through technologies like AR/VR [7]. 3. Integration of carbon-based and silicon-based life, fostering human-machine collaboration and new forms of information civilization [7]. Group 4: Future Actions for the 15th Five-Year Plan - China Mobile aims to position itself as a world-class information service technology innovation company, focusing on five major upgrade actions: 1. Upgrading digital intelligence infrastructure to enhance AI+ capabilities [8]. 2. Advancing digital technology to foster AI+ innovation [9]. 3. Expanding AI+ applications to drive transformation across various sectors [10]. 4. Enhancing AI+ security to ensure ethical development [11]. 5. Building an open AI+ ecosystem through collaborative initiatives [12].

Core Viewpoint - The 2025 China Mobile Global Partner Conference emphasizes the strategic focus on "AI+" to enhance economic benefits and social value, aligning with China's modernization efforts [1] Group 1: AI and Economic Integration - The integration of digital intelligence technology with the real economy is accelerating, leading to new economic models and enhanced productivity [2] - Breakthroughs in technologies like 5G-A and 6G are facilitating deep integration with AI, big data, and blockchain, driving a new wave of innovation [2] - AI is expected to significantly enhance the efficiency of production factors and create new economic paradigms, transitioning the digital economy to a higher level of intelligent economy [2] Group 2: Digital and Physical World Integration - The rapid advancement of digital intelligence technology is creating a digital world that mirrors and interacts with the physical world, expanding human societal boundaries [3] - Technologies such as quantum computing are enabling high-precision simulations of the physical world, enhancing our understanding of various phenomena [3] - New devices like smart glasses and AR/VR are bridging the digital and physical worlds, creating immersive experiences across various sectors [3] Group 3: AI's Scale Effects - AI is expected to deeply integrate into various sectors, enhancing technical capabilities and economic benefits at an unprecedented pace [4] - The company aims to become a world-class information service technology innovation company, focusing on AI as a strategic priority [4] Group 4: Infrastructure and Technology Upgrades - The company plans to upgrade digital infrastructure to support the intelligent transformation of the economy, including advancements in network technologies and computing resources [5] - Efforts will be made to enhance data supply and model capabilities, ensuring high-quality data governance and efficient sharing [5] Group 5: Application and Innovation - The company is focusing on scaling AI applications across industries, enhancing productivity in manufacturing, agriculture, and services [7] - AI will be leveraged to improve consumer experiences and address public needs in healthcare, education, and governance [7] Group 6: Security and Ethical Governance - The company emphasizes the importance of AI safety and ethical governance, aiming to build a robust framework for risk management and compliance [8] - Collaboration with international organizations will be pursued to establish common standards for AI safety [8] Group 7: Collaborative Ecosystem - The company seeks to deepen cooperation across the industry chain, fostering an open ecosystem for AI development [9] - Initiatives will include establishing research platforms, application verification bases, and capital collaboration to enhance innovation and market integration [10]

Core Viewpoint - The article emphasizes the transformative impact of AI on society, highlighting the emergence of an "AI+" era that integrates digital and physical worlds, reshaping production, governance, and social structures [1] Group 1: AI and Economic Transformation - AI is expected to accelerate the reallocation of production factors and create new value paradigms, driving the digital economy towards a higher-level intelligent economy [1] - The integration of digital and physical worlds will create a mixed ecosystem, gathering vast digital assets and leading to significant changes in societal operations [1] - The concept of "human-machine co-governance" will emerge, characterized by "carbon-silicon symbiosis," marking a new era of information civilization [1] Group 2: Infrastructure and Technological Upgrades - The company aims to upgrade digital intelligence infrastructure, focusing on enhancing AI capabilities and supporting the digital transformation of the economy and society [2] - Key initiatives include advancing network evolution with 5G-A and 6G technologies, improving cloud computing capabilities, and innovating data supply [2][3] - The development of high-performance models and intelligent service engines will provide precise and reliable services to clients [2] Group 3: AI Application and Innovation - The company is committed to promoting AI applications across various industries, enhancing productivity in manufacturing, agriculture, and services [3] - There is a focus on expanding AI-driven information consumption and enhancing user experiences through intelligent services [4] - AI will also be leveraged to improve public welfare in healthcare, education, and cultural services, creating a more compassionate intelligent society [5] Group 4: Governance and Collaboration - The establishment of an integrated AI governance framework will enhance public service and social governance efficiency [5] - The company emphasizes the importance of "intelligent benevolence," focusing on technology safety and risk management [5] - Collaboration with global partners is encouraged to create a community of shared interests and co-development in the AI+ era [5]

Core Viewpoint - The 2025 China Mobile Global Partner Conference highlighted the integration of AI and digital technologies into various sectors, emphasizing the role of China Mobile in driving innovation and economic transformation through advanced communication infrastructure and AI applications [1][3][14]. Group 1: Industry Development - The year marks the conclusion of the "14th Five-Year Plan," with significant advancements in China's information and communication industry, achieving "county-level gigabit connectivity, 5G access in towns, and broadband in villages" [3]. - China Mobile has become a global leader in network scale, customer base, and revenue, showcasing its role as a key player in the digital economy and technology innovation [3][4]. - The company aims to enhance the "5G+" ecosystem, focusing on collaborative development and innovative applications, establishing the world's largest "dual-gigabit" network [3][4]. Group 2: Technological Integration - The integration of digital intelligence technologies with the real economy is accelerating, leading to new economic models and enhanced productivity across various industries [4][5]. - AI technologies are expected to transform production factors and create new value paradigms, driving the transition from a digital economy to a more intelligent economy [4][5]. Group 3: AI and Digital Transformation - The emergence of a digital world that mirrors and interacts with the physical world is anticipated, enhancing human capabilities in various domains [5][6]. - The fusion of carbon-based and silicon-based life forms is projected to redefine human civilization, with AI playing a crucial role in this transformation [7][8]. Group 4: Strategic Initiatives - China Mobile plans to enhance its AI capabilities through comprehensive upgrades in digital infrastructure, focusing on network evolution, intelligent computing facilities, and data innovation [9][10]. - The company aims to foster AI-driven innovation by collaborating with global partners, emphasizing the importance of cross-domain cooperation and technological advancements [10][11]. Group 5: Application and Social Impact - The company is committed to expanding AI applications across various sectors, enhancing industrial capabilities, and improving public services to benefit society [11][12]. - Initiatives will focus on AI's role in healthcare, education, and public safety, aiming to create a more intelligent and compassionate society [11][12]. Group 6: Security and Governance - Emphasis on AI safety and ethical governance is crucial, with plans to enhance security measures and establish global standards for AI applications [12][13]. - The company seeks to build a collaborative ecosystem that promotes safe and responsible AI development, ensuring compliance and transparency [12][13]. Group 7: Collaborative Ecosystem - China Mobile aims to deepen cooperation across the industry chain, fostering an open ecosystem that integrates technology, application, and value creation [13][14]. - The establishment of various collaborative platforms is intended to enhance innovation and drive the development of AI applications and services [13][14].

Core Insights - The article highlights the advancements in China's information and communication industry, showcasing innovations in 5G technology and artificial intelligence, as well as the importance of integrating digital and physical infrastructures for future growth [1][2][3][4]. Group 1: Industry Developments - As of August 2023, China has established 4.646 million 5G base stations and has 1.154 billion 5G mobile phone users, maintaining a global lead in key metrics such as 5G user penetration and gigabit optical network coverage [2]. - The integration of 5G technology into 86 categories of the national economy is accelerating, with a focus on enhancing production core processes [2]. - The industry is actively pursuing technological innovation, with a push for the development of 5G-A product systems and the advancement of 6G technology [3]. Group 2: Technological Innovations - The introduction of a new disaster-resistant base station by China Tower, capable of withstanding level 8 earthquakes and level 12 winds, demonstrates the commitment to ensuring communication continuity during extreme disasters [1]. - The event showcased the integration of AI and 5G technologies, with applications such as intelligent robots performing alongside human dancers, enabled by ultra-low latency 5G networks [3][4]. - China Telecom and China Mobile are developing comprehensive computing capabilities, including quantum computing and AI models, to meet diverse industry needs [4]. Group 3: Future Outlook - The industry anticipates a shift towards AI-driven applications, with predictions that by 2030, the number of intelligent agents will surpass traditional apps, creating new opportunities for operators [4]. - There is a strong emphasis on fostering the integration of AI and manufacturing, aiming to cultivate a new generation of industrial intelligent agents [5].

Core Insights - Central enterprises are facing a complex external environment but are maintaining a steady operational trend through quality improvement and value creation initiatives [2][3] - The goal for the year is to achieve high-quality development, with a focus on enhancing operational efficiency and addressing challenges [3][7] Group 1: Operational Performance - From January to June, central enterprises achieved an added value of 5.2 trillion yuan, with an annualized labor productivity of 816,000 yuan per person, reflecting a year-on-year increase of 2.3% [2] - Research and development expenditure reached 413.98 billion yuan, and fixed asset investment totaled 2 trillion yuan [2] Group 2: Strategic Initiatives - The State-owned Assets Supervision and Administration Commission (SASAC) has outlined key measures for the second half of the year, including close monitoring of macroeconomic conditions and market trends, as well as capturing new consumer demands [3] - Emphasis is placed on cost reduction through centralized procurement and lean management, alongside a focus on digital and green upgrades [3] Group 3: Innovation and Productivity - Central enterprises are urged to prioritize the cultivation of new productive forces and improve total factor productivity to drive growth [4] - The SASAC aims to enhance the integration of technology and industry, with a focus on original and leading technology supply capabilities [4][5] Group 4: Reform and Restructuring - By 2025, the reform and enhancement actions for state-owned enterprises are expected to be completed, with an average completion rate of over 80% for key reform tasks [7] - Strategic restructuring and integration are highlighted as important means for optimizing resource allocation, with a focus on enhancing efficiency and vitality in response to new challenges [8]