元旦再递 " 新意 " ，移动爱购福利加码 不止于双十一，随着元旦的脚步渐近，移动爱购持续传递"心意"——2025年12月20日至2026年1月3日，"跨年有新礼"创意活动暖心上线，通过更丰富的互 动场景、更低的参与门槛，为用户送上既好玩又实惠的跨年礼遇。 又是一年岁末年初，元旦跨年的消费热潮再起。然而，面对琳琅满目的购物平台、纷繁复杂的促销规则，许多消费者渐感"App疲劳"，渴望回归更简单、 更聪明、更有温度的购物体验。在此背景下，中国移动推出的"移动爱购"数智生活商城，依托独特的AI豆回馈体系与多元场景化服务，正成为用户实 现"智慧生活，一站尽享"的消费新选择。 双十一 " 初试锋芒 " ，移动爱购懂您 " 心意 " 作为中国移动打造的数智生活新入口，"移动爱购"数智生活商城在今年双十一这场全民购物盛宴中，以一份懂您的"心意"，悄然融入超10亿用户的日常， 为生活注入鲜活新意。 这份"心意"，体现在"低门槛、高价值"的双十一惊喜上。其创新推出的"1AI豆解锁N种福利"特色活动，让用户只需1AI豆即可参与抽豪礼、兑尖货，以及 抢爆品等多重玩法，数智福利触手可及，诚意满满。同时，依托"AI豆回馈体系"，用户的 ...

多场景、高品质，智慧生活"一站享" 当生活的方方面面，从清晨醒来到一日三餐，从出行安排到健康守护，都能在一个平台轻松触达——移动爱购数智生活 商城带来的，正是这样一种覆盖"衣、食、住、行、医、教、娱、养"八大核心场景的智慧生活体验。融合家庭服务权 益，提供多档位洗护优惠。 在"衣"的维度，它推出多档位洗护优惠，让精致生活触手可及；"食"则融合线上线下，团购优惠与支付立减并行，轻松 实现"吃遍全城"的烟火梦想。而在"住"与"行"方面，无论是机票、酒店、景点的一站式预订，还是覆盖车生活全周期的 加油、洗车、ETC等服务，都让日常生活变得更简单、更高效。 面对更深层次的生活需求，移动爱购同样贴心相伴："医"提供在线问诊、预约挂号等智慧健康管理服务，让看病就医告 别排队烦恼；"教"涵盖少儿教育、阅读学习等平台的月卡优惠权益，助家长轻松育娃，畅享家庭欢乐时光；"娱"从影音 会员、电影购票，到球迷专区互动，打开全场景娱乐新体验；"养"则构建起养老、保险、防诈、健康、安全五维一体的 家庭健康守护方案，为家人筑起安心屏障。此外，移动爱购还联合中粮、中旅、中石化等实力央企，并携手头部互联网 平台，从源头确保品质，建立起可信赖的 ...

Core Insights - The article highlights the launch of China Mobile's "Mobile Love Shopping" digital lifestyle mall, featuring the "1AI Bean Unlocks N Benefits" campaign, aimed at simplifying and enhancing the shopping experience for users from now until December 15 [1][3] Group 1: AI Bean Reward System - The "AI Bean Reward System" allows users to earn AI Beans through daily consumption and participation in platform activities, which can be redeemed for discounts or exchanged for various rewards [3][4] - This system creates a closed-loop experience where users can earn, spend, and enjoy benefits, transforming AI Beans into a digital asset that can be used like cash [3][5] Group 2: Smart Lifestyle Integration - The digital mall integrates various aspects of daily life, covering eight core scenarios: clothing, food, housing, transportation, healthcare, education, entertainment, and elder care, providing a comprehensive smart lifestyle experience [4][5] - Services include online medical consultations, educational discounts, and entertainment options, all designed to enhance user convenience and satisfaction [5][7] Group 3: User-Centric Brand Philosophy - The platform emphasizes a user-centered brand philosophy, leveraging AI Beans and the "Lingxi Intelligent System" to understand user needs and deliver personalized services [7] - China Mobile aims to continue promoting digital lifestyle services and collaborating with partners to contribute to the construction of a "Digital China" [7]

Core Insights - The article highlights China Mobile's strategic shift towards building an "AI ecosystem" as part of its upgraded "AI+" action plan, aiming for comprehensive organizational, technological, and business model restructuring [1][4][16] - The company plans to establish a leading intelligent computing infrastructure by the end of 2028, with significant investments in AI, indicating a transformative growth trajectory in the AI sector [1][6][17] Transformation Drivers - China Mobile is accelerating its expansion into the digital economy due to stagnation in traditional communication services, with a reported revenue growth of only 1.40% year-on-year in Q1 2025 [3][4] - The shift to AI as a strategic priority reflects the necessity for telecom operators to seek new growth avenues amidst industry challenges [4][13] AI Ecosystem Construction - The upgraded "AI+" action plan includes the establishment of the "AI+ Ecosystem Alliance," focusing on resource sharing and collaborative value creation [6][8] - The ecosystem is structured in three layers: - Computing foundation layer with plans for a 100 EFLOPS AI computing cluster [6] - Capability platform layer with the upgraded "BASIC6" innovation plan [6] - Application scenario layer centered around the "Lingxi" intelligent agent, targeting a monthly active user base of 200 million [6][11] User and Partner Engagement - The "AI Bean" mechanism in the "Mobile Purchase" smart life mall enhances user loyalty and transforms ordinary users into ecosystem participants, generating valuable consumer behavior data [8][9] - The establishment of the Quantum Ecosystem Alliance and International Ecosystem Alliance has attracted over a hundred core partners, aiming to lead next-generation communication technology [8][9] Global Expansion and Infrastructure - China Mobile is replicating its successful domestic model internationally, providing a global digital service platform for Chinese enterprises and local partners through extensive overseas infrastructure [9][17] Technological Innovations - Innovative applications like multi-robot restaurants and outdoor companion robots serve as practical solutions for ecosystem partners, demonstrating the potential for cost reduction and efficiency improvements [11][17] Capital Market Perspective - The transition from traditional PE valuation to a focus on PS and ecosystem value reflects the market's recognition of China Mobile's transformation [13][16] - The company’s robust cash flow supports its AI investments while maintaining shareholder returns, positioning it for long-term value reconstruction [13][14] Future Outlook - As the user base and ecosystem partnerships grow, China Mobile is expected to achieve a significant transformation from "scale operation" to "ecosystem operation," leading to a historical shift in valuation from "pipeline" to "ecosystem" [17]

Core Insights - The event "AI+ Era" showcases the integration of carbon-based life creativity and silicon-based intelligence, emphasizing the potential of AI in various sectors [1] - China Mobile presents its latest technological innovations and solutions that empower AI applications in life, production, and governance [1] Group 1: AI Infrastructure and Capabilities - China Mobile has developed the "National Core National Connection" super-node AI computing cluster to support data-intensive AI applications such as model training and inference [3] - The self-developed "Xinhui" heterogeneous super-convergence technology enables seamless cross-architecture migration of intelligent computing applications, unifying China's intelligent computing software ecosystem [3] Group 2: Specialized AI Models - The self-developed "Jiutian" large model by China Mobile encompasses various forms including language, vision, multimodal, structured data, and voice, facilitating the creation of industry-specific large models across over twenty key sectors [5] Group 3: AI in Production and Governance - AI-powered flexible manufacturing leverages intelligent agents and foundational large model capabilities to achieve digital transformation across the entire production process, showcasing real-time responses to diverse production demands [7] Group 4: AI in Daily Life - The "Mobile Love Purchase" smart living mall offers a new experience by integrating services across various aspects of life, including clothing, food, housing, transportation, entertainment, education, healthcare, and elder care [9] - The exhibition features autonomous robots in a restaurant setting, demonstrating their ability to collaborate and serve traditional cuisine, enhancing the smart home experience [11] Group 5: Future Directions - China Mobile aims to continue advancing its "BASIC6" innovation plan, "AI+" action plan, and "two new types" upgrade plans to accelerate breakthroughs in AI technology and expand high-quality AI application supply [15]

Core Insights - The article emphasizes the necessity for companies to undergo digital transformation in response to evolving consumer demands and technological advancements, particularly in AI and data utilization [2][6][8] - It highlights China Mobile's launch of the "Mobile Love Purchase" smart life mall as a strategic move to enhance user engagement and redefine business-user relationships through innovative technology [11][12][23] Group 1: Digital Transformation and Market Trends - The competition landscape is shifting from traditional metrics like supply chain efficiency to digital capabilities, with data becoming a core asset [6][8] - IDC predicts global digital transformation spending will approach $4 trillion by 2027, indicating a significant market trend towards digital investments [7] - Traditional business models are facing challenges, with stagnant revenue growth in sectors like telecommunications and rising customer acquisition costs in e-commerce [8][9] Group 2: "Mobile Love Purchase" Business Model - The "Mobile Love Purchase" mall utilizes an "AI Bean" system to foster long-term emotional connections with users, moving beyond traditional loyalty programs [13][15] - The "Lingxi Intelligent Body" enhances user experience by providing personalized, seamless service across the shopping journey, addressing pain points of traditional service models [16][18] - The integration of "AI Beans" and "Lingxi" creates a B2B2C ecosystem, allowing for cross-industry collaboration and resource sharing, enhancing value for both B2B partners and C-end users [20][22][23] Group 3: Strategic Implications for Companies - Companies are encouraged to view digital transformation as essential for survival rather than an optional strategy, with immediate action required to adapt to changing market dynamics [8][27] - The case of "Mobile Love Purchase" serves as a model for other enterprises, illustrating the importance of aligning user needs with technological capabilities to drive growth [26][28]

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].