中国电信人工智能研究院 Institute of Artificial Intelligence, China Telecom TeleAI × AAAI 2026 op Talents」人才之夜 AAAI 由国际人工智能促进协会主办,是人工智能 领域历史最悠久、内容覆盖最广的国际顶级会议之 一,始终引领着全球 AI 技术的前沿探索方向。第 40 届 AAAI 会议将于 2026年 1 月 20 日至 27 日 在新加坡举行。 「TeleAl Top Talents」 人才计划 「TeleAl Top Talents」人才计划是中国电信人 工智能研究院（TeleAl）面向全球顶尖人才推出的 高层次人才专项，致力于引入与培育人工智能头部 人才。TeleAl 将为入选者提供极具竞争力的薪酬福 利和高规格资源,支持青年人才主导核心项目研 发,充分发挥高端人才对 AI 技术的引领作用,在 AI 向善的前提下,实现技术突破。 TeleAl 将在 AAAI 2026 期间举办「TeleAI Top Talents」人才之夜，旨在为优秀人才提供与专 家、学者进行思想碰撞与深入交流的开放平台。 ingapore 2026 A ...

目前，基于星辰大模型体系，中国电信的自研AI技术已经在公安、政务、应急、工业、能源等近十个 重点行业和领域实现了落地，成功赋能超过30家央企及多地政府机构。面向未来，中电信人工智能科技 有限公司与中国电信人工智能研究院（TeleAI）将持续深化AI核心技术攻关，拓展更多赋能场景。 以"星辰大模型体系"为支点，依托智传网（AI Flow)基础设施能力，目标撬动新质生产力落地千行百 业，为数字中国建设注入强劲动能。 编辑：刘润榕 星辰视觉大模型实现了亿级图像视频的秒级精准检索，日均调用量突破30亿次，其中基于知识的万物布 控技术 TeleSearch 2.0，可根据自然语言精准检索图片或视频，实现跨模态复杂语义理解、超万种目标 精准检索，已应用在城市治理场景、公共安全治理场景，协助公安、交警快速侦破众多复杂案件，赋能 多地市的防汛防涝、应急指挥救援、电动自行车入梯识别等场景，以AI之力守护公众安全。 星辰多模态大模型融合生成式能力，推出央企首个视频生成创作平台TeleStudio，面向公众提供文生 图，文生视频等创意服务，进一步降低AIGC应用门槛，普惠大众。在由戛纳电影节发起的 AI 电影评 选"AI Film ...

Core Insights - The World Broadband Association (WBBA) summit held in Cape Town emphasized the transformative impact of artificial intelligence (AI) on global industry and society, highlighting the need for collaborative efforts in infrastructure, application scenarios, governance, and open ecosystems [1][2] Group 1: AI Infrastructure and Development - AI is reshaping production and lifestyle, necessitating a focus on infrastructure as the foundation for its inclusive development, with a call for a new information infrastructure centered on intelligent computing and networks [2][3] - The importance of real application scenarios for AI's large-scale development was stressed, indicating that aligning AI capabilities with actual needs can unlock significant value [2][3] Group 2: Governance and Ecosystem - A collaborative governance system is essential for the safe development of AI, addressing challenges related to algorithms, data, and ethics [2][3] - The establishment of an open and win-win ecosystem is crucial for the sustainable development of AI, promoting deep integration between academia, industry, and various enterprises [2][3] Group 3: China Telecom's AI Strategy - China Telecom is committed to becoming a major provider of intelligent computing and a pioneer in general and industry-specific AI models, focusing on a "cloud transformation" strategy [3] - The company is developing a new cloud-network integrated infrastructure and has created a comprehensive security system for AI applications, ensuring their safe and stable operation [3] Group 4: Engagement in Africa - Africa is identified as a key strategic region for China Telecom's global expansion, with initiatives aimed at enhancing digital transformation through collaboration with WBBA [4] - The company proposed three initiatives: improving network services in remote areas, establishing AI safety governance standards, and fostering an innovative industrial ecosystem through collaboration [4]

Core Viewpoint - The report from Dongfang Securities highlights the growing focus of telecom operators on AI terminals, particularly in the smart home sector, which is expected to drive growth opportunities in the industry [1][2]. Group 1: Telecom Operators' AI Terminal Development - Leading telecom operators are continuously launching AI terminals such as mobile smart screens, showing impressive product growth [1]. - In March 2025, China Unicom and ZTE jointly released a series of innovative AI smart home terminal products, including smart screens and AI cameras [1]. - In May 2025, China Telecom upgraded its Tianyi AI central screen to serve as a comprehensive AI life assistant, indicating strong competitive advantages in the smart home business [1]. Group 2: Market Growth and Sales Data - The market for mobile smart screens, represented by China Mobile, is experiencing robust growth, with a projected retail volume of 254,000 units in 2024, reflecting a 65% year-on-year increase [2]. - The industry is expected to maintain rapid growth as telecom operators increase their investments in home AI terminals [2]. Group 3: AI Model Investments and Product Offerings - Telecom operators are investing heavily in AI models to enhance the intelligence of their terminals [3]. - China Mobile showcased its JiuTian Basic Model V3.0 at the 2025 World Artificial Intelligence Conference, while China Telecom introduced its self-developed Starry Sky Model system, enhancing the functionality of its terminal products [3]. - Future product promotions and subsidy policies from telecom operators are anticipated to improve the penetration of AI terminals in home settings [3].

Investment Rating - The industry investment rating is "Positive" (maintained) [6] Core Viewpoints - Telecom operators are increasing their layout in AI terminals, which is expected to open up growth space for the industry. The focus should be on AI terminal SoC manufacturers such as Amlogic and Rockchip [4][22] - The market is currently more focused on smart hardware and internet companies' layouts in AI terminals, while the role of telecom operators in this area has been overlooked. Telecom operators have strong channel advantages and brand effects in the smart home sector [8][9] - The growth momentum of mobile smart screens is strong, with a projected retail volume of 254,000 units in 2024, representing a year-on-year increase of 65%. The online market accounts for 86.5% of total retail volume [12][20] Summary by Sections Investment Suggestions and Targets - It is recommended to pay attention to Amlogic (688099, Buy) and Rockchip (603893, Not Rated) as potential investment targets in the AI terminal SoC sector [4][22] Industry Trends - Major telecom operators are launching innovative AI smart home terminal products, enhancing their competitive advantage in the smart home business. The integration of mobile smart screens with 5G and broadband services is expected to promote the application of AI terminals in home scenarios [8][9] - Telecom operators are investing in AI large models to enhance the intelligence of AI terminals. For instance, China Mobile showcased its AI technologies at the 2025 World Artificial Intelligence Conference, while China Telecom introduced its self-developed star model system [15][20] Market Growth Projections - The mobile smart screen market is expected to maintain rapid growth, with total retail volume projected to reach 470,000 units in 2025, reflecting an 85% year-on-year increase [12][20]

Group 1 - The core viewpoint of the articles highlights the comprehensive embrace of artificial intelligence (AI) by Chinese telecom operators, showcasing significant advancements in AI original achievements and applications at the 2025 World Artificial Intelligence Conference in Shanghai [1][2] - China Telecom's Chairman stated that 2023 marks the year of large-scale AI application, emphasizing the development of an integrated intelligent cloud service system combining computing power, platforms, data, models, and applications to empower various industries [1] - The "Star Model" system, a fully self-developed and domestically produced large model, has achieved capabilities with billions to hundreds of billions of parameters and has been applied in over ten central enterprises across multiple industries [1] Group 2 - China Mobile's Chairman mentioned the "AI+" era, indicating the company's role in driving technological innovation and fostering industry innovation through the release of the "Nine Heavens" foundational model 3.0, which has multi-modal capabilities and deep industry empowerment features [2] - The launch of the AI open-source innovation platform "Huanxin Community," led by China Mobile, aims to promote collaborative innovation across computing power, data, models, and applications [2] - China Unicom showcased its new data industry foundation and AI applications in healthcare, highlighting its core capabilities in AI infrastructure, datasets, large models, intelligent agents, and AI security [2]

Group 1 - Beijing is accelerating the integration of digital economy and artificial intelligence, focusing on advanced technologies and optimizing the digital economy ecosystem [1] - The "One District, Three Centers" strategy is being advanced to enhance data governance and promote the construction of a data trading system [1] - China Telecom is leveraging its integrated advantages of "cloud + network + data + AI + applications" to support the digital transformation across various industries [1] Group 2 - China Telecom is rapidly building computing power infrastructure, including a computing scheduling platform and a large model training platform [2] - The industry is shifting from a "hundred model war" to optimizing cloud inference service efficiency, emphasizing the need for a collaborative approach across hardware, software, models, applications, and professional services [2] - The China Academy of Information and Communications Technology will focus on building a technical service system for the engineering delivery of large models to support healthy industry development [2] Group 3 - A talent cultivation mechanism is needed in the digital economy era, emphasizing the importance of university-enterprise cooperation for key technological breakthroughs [3] - Beijing Telecom and Beijing University of Posts and Telecommunications have established a joint laboratory for industry data intelligent labeling to support AI model training [3] - Beijing Telecom is showcasing innovations in AI, computing power, and data elements, having built a comprehensive AI service system to provide digital transformation tools for various industries [3]