来源：环球网 12月30日，中国移动广西公司2025年合作伙伴大会暨泛终端订货会在广西南宁 举行。本次大会以"AI赋 能八桂兴，同心砥砺拓宏图"为主题，汇聚众多行业精英、合作伙伴及品牌厂商，共同探讨数字化转型 新路径，擘画数字生态发展新蓝图。中国移动广西公司副总经理朱锦亮、章敏出席活动。 活动中，优秀代理商和中移(杭州)信息技术有限公司、中移（苏州）软件技术有限公司分享了成功的合 作经验与创新成果，共同展示AI技术在广西教育、康养、娱乐、安防等领域的应用前景，彰显AI赋能 千行百业的无限可能。 下一步，中国移动广西公司将紧扣自治区"人工智能+"战略，坚持"以合作促发展、以共赢拓未来"理 念，持续优化合作机制，强化渠道赋能，提升服务响应速度和质量，携手合作伙伴为打造中国—东盟人 工智能创新合作中心贡献力量。 硕果累累，离不开合作伙伴的辛勤付出与鼎力支持。他们以敏锐的市场洞察、强大的技术实力和高效的 运营效率，与中国移动广西公司同频共振，成为服务客户、开拓市场的重要力量，更成为数字广西建设 中不可或缺的一部分。会上，广西移动对关键领域的优秀合作伙伴进行了隆重的表彰，感恩在数字生态 建设中的杰出贡献。 会场还集中展 ...

Core Insights - China Mobile is committed to enhancing brand value and positioning itself as a world-class information service technology company, focusing on customer satisfaction, technological innovation, and establishing itself as a benchmark in the industry [2][3]. Group 1: Brand Development Strategy - The company aims to strengthen its brand by implementing a comprehensive brand-building system that includes enterprise, customer, and product brands, enhancing the reputation of its existing brands like Global通 and 动感地带 [3]. - China Mobile is focused on creating a brand operation mechanism that promotes collaboration internally and externally, enhancing brand creation, trademark protection, and storytelling to build competitive advantages [3][4]. - The company has launched the CMobile international brand to establish a global presence and lead the development of unified 5G international standards [4]. Group 2: Digital Transformation - China Mobile is embracing the AI+ era by upgrading its digital infrastructure and services, aiming to build the world's largest dual-gigabit network and achieve large-scale deployment of 5G-A networks [5]. - The company is innovating its product applications to meet diverse customer needs, introducing AI-driven services to enhance user experience across various sectors [5]. - A comprehensive service system has been established to ensure high-quality digital services, addressing the digital divide and improving customer satisfaction [5]. Group 3: Innovation and Technology - The company emphasizes the integration of technological and industrial innovation, focusing on developing new production capabilities and enhancing brand value through innovation [6]. - China Mobile is advancing its "BASIC6" innovation plan and has made significant strides in 6G technology, positioning itself as a leader in the future tech landscape [6]. - The company is fostering collaboration between academia and industry to enhance the effectiveness of its innovation ecosystem, ensuring that technological advancements translate into brand value [6]. Group 4: Brand Value Recognition - China Mobile's brand value has been recognized as the highest in its industry and second among central enterprises in the 2025 Central Enterprise Brand Value Report [6].

Core Insights - The eighth China Enterprise Forum Brand Building Parallel Forum was held in Beijing, focusing on "Strengthening Value Guidance to Create Outstanding Brands" [1] - China Mobile was recognized with multiple awards, including Excellent Group Brand and Excellent Service Brand, highlighting its strong market position [1][2] - The "2025 Central Enterprise Brand Value TOP60" list was released, with China Mobile ranking first in the telecommunications sector and second among central enterprises, showcasing its brand value of 471.067 billion yuan [1][4] Company Strategy - China Mobile emphasizes brand building as a strategic initiative to enhance core competitiveness, aiming to provide satisfactory services and create world-class service benchmarks [2][3] - The "Global通" brand targets high-value customers and has developed a comprehensive reward system, enhancing customer experience and solidifying its position in the mid-to-high-end market [3] - The "移动爱家" brand focuses on AI-enabled home products, offering a smart home experience through an integrated product system, receiving positive market feedback [3] Industry Position - Over two decades, China Mobile has achieved global leadership in network scale, customer base, and revenue, as well as in innovation capability, brand value, market capitalization, and profitability [4] - The company's commitment to innovation and quality has been pivotal in establishing its leading brand in the digital service sector [4] - As China Mobile continues to build on its brand achievements, its future efforts to promote Chinese brands on the global stage will be closely watched [4]

Investment Rating - The investment rating for the company is "Buy" with a 6-month outlook maintained [5]. Core Views - The company has shown steady growth in operating performance, with a revenue of 794.7 billion yuan for the first three quarters of 2025, a year-on-year increase of 0.4%. The net profit attributable to shareholders reached 115.4 billion yuan, up 4.0% year-on-year [1][4]. - The company is focusing on segmented market expansion, enhancing value management, and implementing growth plans in personal and family markets. As of September 30, 2025, the total mobile customer base reached 1.009 billion, with 5G customers at 622 million [2][3]. - The company aims for stable revenue growth and good profit growth in 2025, with specific targets for customer increases in various segments, including over 70 million new 5G customers and over 18 million new gigabit broadband customers [3]. Summary by Sections Financial Performance - For Q3 2025, the company achieved a revenue of 250.9 billion yuan, a 2.5% increase year-on-year, with a net profit of 31.1 billion yuan, up 1.4% year-on-year [1]. - The projected net profit for 2025-2027 is estimated at 145.3 billion yuan, 152.5 billion yuan, and 160.0 billion yuan respectively, indicating a consistent growth trajectory [4]. Business Segments - **Personal Market**: The company is enhancing its market presence with a focus on existing customer value and growth plans. Mobile data traffic increased by 8.3% year-on-year, with an average revenue per user (ARPU) of 48.0 yuan [2]. - **Family Market**: The company has 329 million broadband customers, with a net increase of 14.2 million in the first three quarters. The family customer ARPU stands at 44.4 yuan [2]. - **Enterprise Market**: The company is strengthening its platform operations and AI development, with significant growth in its DICT business and AI revenue [2]. Future Outlook - The company plans to achieve stable revenue and profit growth in 2025, with specific targets for customer growth across various segments, including a net increase of 4.3 million enterprise customers and rapid growth in international business [3].

Core Insights - China Mobile reported a revenue of 794.7 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 0.4% [1] - The net profit attributable to shareholders reached 115.4 billion yuan, up 4% year-on-year, with a basic earnings per share of 5.34 yuan [1] Personal Market - The company focused on expanding its segmented market and enhancing value management, with mobile customer numbers reaching 1.009 billion, including 622 million 5G customers by September 30, 2025 [1] - Mobile internet traffic increased by 8.3% year-on-year, with a daily average usage (DOU) of 17.0 GB, up 8.1% [1] - The mobile ARPU (Average Revenue Per User) stood at 48.0 yuan [1] Home Market - China Mobile is building a family-centered integrated operation system under the "Mobile Love Home" brand, with a total of 329 million wired broadband customers, adding 14.2 million in the first three quarters [1] - The number of home broadband customers reached 288 million, with a net increase of 9.76 million [1] - The comprehensive ARPU for home customers was 44.4 yuan [1] Enterprise Market - The company is enhancing its platform-based operational system and focusing on refined operations for business clients, with significant growth in DICT (Data, Information, Communication Technology) business revenue and rapid growth in AI direct income [2] Emerging Markets - China Mobile is leveraging high-level opening opportunities and fostering new growth momentum in international business, with rapid growth in international business revenue in the first three quarters [2] - The company is deepening its "content + technology + integrated innovation" operations, achieving steady growth in key product customer scale [2]

Core Insights - China Mobile reported a revenue of 794.7 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 0.4% [1] - The net profit attributable to shareholders reached 115.4 billion yuan, up 4% year-on-year, with a basic earnings per share of 5.34 yuan [1] Personal Market - The company is focusing on segment market expansion and enhancing value management, with a total mobile customer base of 1.009 billion as of September 30, 2025 [1] - The number of 5G network customers reached 622 million, and mobile internet traffic increased by 8.3% year-on-year, with a mobile ARPU of 48.0 yuan [1] Home Market - China Mobile is building a family-centered integrated operation system under the "Mobile Love Home" brand, with a total of 329 million wired broadband customers, adding 14.2 million in the first three quarters [1] - The number of home broadband customers reached 288 million, with a net increase of 9.76 million in the same period, and a comprehensive ARPU of 44.4 yuan [1] Enterprise Market - The company is enhancing its platform-based operational system and focusing on refined operations for business customers, with good growth in DICT business revenue and rapid growth in AI direct income [2] Emerging Markets - China Mobile is leveraging high-level opening opportunities and accelerating the cultivation of new growth momentum in international business, with rapid growth in international business revenue [2] - The company is deepening its "content + technology + integrated innovation" operations, achieving steady growth in key product customer scale [2]

Core Insights - China Mobile reported its unaudited performance and operational data for the first three quarters of 2025, showing a revenue of RMB 794.7 billion, a year-on-year increase of 0.4% [1] - The company's communication service revenue reached RMB 683.1 billion, growing by 0.8% year-on-year [1] - Shareholder profit stood at RMB 115.4 billion, reflecting a 4.0% increase compared to the previous year [1] Group Performance - The total number of mobile customers reached 1.009 billion, with 622 million being 5G network customers [1] - The number of fixed broadband customers was 329 million [1] - Mobile internet traffic increased by 8.3% year-on-year, with mobile data usage (DOU) reaching 17.0 GB, up by 8.1% [1] - The mobile ARPU (Average Revenue Per User) was RMB 48.0 [1] Personal Market - The company focused on expanding its segmented market and enhancing value management, implementing growth plans for customer retention and service upgrades [1] - The mobile customer base grew to 1.009 billion, with 5G customers at 622 million [1] Family Market - China Mobile emphasized the "Mobile Love Home" brand, creating a family-centered integrated business model [2] - The total number of fixed broadband customers reached 329 million, with a net increase of 14.2 million in the first three quarters [2] - The family broadband customer count was 288 million, with a net increase of 9.76 million [2] - The comprehensive ARPU for family customers was RMB 44.4 [2] Government and Enterprise Market - The company strengthened its platform-based operational system and refined its customer management for both government and enterprise sectors [2] - The DICT (Data, Information, Communication Technology) business revenue showed good growth, with AI-related income experiencing rapid increases [2] Emerging Markets - China Mobile is actively leveraging high-level opening opportunities to foster international business growth [2] - The company is deepening its "content + technology + integrated innovation" operations, achieving steady growth in key product customer scales [2]

Core Insights - The rapid evolution of generative artificial intelligence is leading to significant advancements in key capabilities such as multimodal integration and localized reasoning, resulting in the emergence of AI-powered smart homes as a new model and a growth hotspot in the digital economy [1][2] - The AI to Home (AI2H) concept is not only a product of technological progress but also a strategic choice for the transformation of the information and communication industry, driving the intelligent evolution of home services [2] Industry Developments - The Chinese telecommunications market is experiencing a shift from incremental growth to value management, necessitating the exploration of new growth avenues through intelligent and diversified home services [3] - Major telecommunications operators in China have launched initiatives such as "Mobile Family," "Beautiful Home," and "AI All-in-One" to innovate in AI home services, reflecting a competitive landscape that includes international players like SKT, Deutsche Telekom, and Orange [3] Market Potential - By August 2025, the number of fixed broadband users in China is projected to reach 689 million, with gigabit broadband users expected to hit 233 million, providing a solid foundation for the intelligentization of home services [1]

Core Viewpoint - The launch of the "Mobile Love Home Plan" by China Mobile coincides with the 32nd International Family Day, emphasizing the brand's commitment to creating a smart and loving family environment through technology and community engagement [1][3]. Group 1: Brand and Ambassador - China Mobile's "Mobile Love Home" brand aims to become the preferred choice for family customers, with Olympic champion Guo Jingjing serving as the brand ambassador since 2024, embodying the values of family and care [1][3]. - Guo Jingjing's involvement highlights the alignment between her values of family and the brand's vision of a tech-enabled loving home, reinforcing the message of using technology to enhance family life [3]. Group 2: Mobile Love Home Plan Features - The "Mobile Love Home Plan" introduces a comprehensive service matrix centered around the "Love Family Circle," utilizing AI technology to connect family needs and provide integrated services for consumption management, family sharing, and emotional interaction [3][6]. - The plan includes a one-stop management feature through the China Mobile app, allowing primary account holders to manage family communication expenses efficiently, addressing the complexities of multiple accounts [5]. Group 3: Shared Services and Benefits - The plan offers shared services such as resource sharing for data and voice, family cloud albums, and smart home device integration, breaking down digital barriers among family members [6]. - China Mobile has introduced promotional packages including "Welcome Gifts," "Love Home Gifts," and "Gathering Gifts," enhancing family interaction and providing exclusive benefits for group activities [8].

Core Viewpoint - China Mobile is focusing on digital transformation and high-quality development, emphasizing its commitment to serving the public and enhancing digital life through innovative services and extensive network coverage [1][4]. Group 1: Service Commitment - China Mobile adheres to a people-centered development philosophy, aiming to provide satisfactory services and meet the public's demand for a better digital life [4]. - The company has built the world's largest 5G network with over 2.45 million base stations, achieving continuous coverage in towns and serving nearly 600 million users [4]. - China Mobile has gained the trust of 1 billion individual customers, 300 million family customers, and 30 million government and enterprise customers, achieving three "world firsts" in revenue, network scale, and user scale [4]. Group 2: New Initiatives - The company launched three major feedback plans targeting over 1 billion individual customers, nearly 300 million family customers, and over 400 million high-end customers [5]. - The feedback plans leverage the synergy of 5G and AI to enhance functionality, experience, and emotional value for customers [5]. - China Mobile aims to create better products and services through collaboration with partners, enhancing customer experience and fostering innovative business models [5]. Group 3: Future Outlook - Looking ahead, China Mobile plans to continuously improve network, product, and service quality, striving to provide enjoyable, intelligent, secure, and heartfelt services to customers [6].