Core Insights - ZTE Corporation is focusing on the integration of AI and ICT, emphasizing "AI for ALL" to provide intelligent solutions across various industries and enhance user experiences in households [2][3][4] Group 1: AI Strategy and Innovations - ZTE is committed to "All in AI," accelerating the deployment of AI infrastructure through a comprehensive range of solutions including AI hardware, platforms, and intelligent terminals [2][3] - The company has introduced a series of intelligent computing servers and energy solutions to meet diverse infrastructure needs, supporting various AI models for efficient application deployment [3] - ZTE's strategy includes a foundational model library and multiple domain-specific models to address challenges in AI application performance and efficiency [3] Group 2: Market Opportunities and Product Offerings - The AI terminal market is experiencing unprecedented growth, with ZTE leveraging its annual shipment of over 100 million household terminals to enhance smart home solutions [4] - ZTE aims to provide four core AI household products: AI home network, AI computing, AI smart screens, and AI household robots, driving the smart home upgrade [4] - The company plans to deepen investments in AI, focusing on the synergy of connectivity and computing to foster an open and collaborative AI ecosystem [4]

2024年，受国内运营商整体投资下降等影响，中兴通讯（000063）营收、净利润同比微降，而在近日举 行的中兴通讯2024年度股东大会和业绩说明会上，该公司传递出对未来满满的发展信心，管理层表示， 2025年，有信心借助AI发展机遇，推动公司各项业务快速发展，助力中兴通讯收入重回增长轨道。 有信心重回增长 同时，为应对激烈的市场竞争，中兴通讯还将通过以下策略提升服务器毛利率：一是快速提升服务器收 入规模，发挥规模效应，优化设备成本；二是在供应链管理上，采取资源布局、提前备料等策略，降低 原材料价格波动影响；三是发挥研发优势，从设计源头多维度优化成本，提升自研占比；四是与国内 AI芯片企业合作，打造智算服务器联合推广生态；五是深耕电力、能源，拓展医疗、教育等有较高技 术要求的领域，提升高毛利率行业市场份额；六是推出软硬一体的智算一体机，注入更多技术价值。 第二曲线业务增势将持续 2024年，受国内运营商整体投资下降影响，中兴通讯占比最大的传统运营商网络业务收入下降，但政企 业务营收同比增长36.7%，国内政企业务营收同比增长近60%，消费者业务营收同比增长16.1%，第二增 当下，全球已经进入AI驱动的产业革命 ...