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 - 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 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].