多家通信行业头部企业都展示了其应对这一变革的系统性思考。6月19日，中兴通讯副总裁、终端事业 部产品中心主任罗炜接受南都湾财社记者专访时指出，面对激烈的市场竞争，终端业务的破局点在于精 准的差异化定位和对新兴增长点的把握。 他向记者强调，拥抱年轻化、通过"科技+文化"的融合与Z世代建立情感共鸣，是当前中兴终端实现"破 圈"和价值增长的关键一招。 从技术迭代到生态共生：AI浪潮重塑基础设施价值 "自2022年ChatGPT发布以来，AI大模型经历了从技术迭代到生态共生的'光速'发展，" 6月18日，中兴 通讯首席发展官崔丽在演讲中指出，"无论未来AI技术发展的方向和节奏如何变化，高效基础设施、高 效算法以及应用落地依然是主旋律。" 这一判断的背后，是AI发展对底层资源的巨大消耗。Scaling Law（扩展定律）从训练延伸至推理阶 段，意味着对算力和能源的需求持续攀升。如何为千行百业的智能化提供可持续、可负担的基础设施， 成为摆在全行业面前的课题。 中兴通讯对此提出的解决方案是，以系统性创新打造"网络、算力、能源"三位一体的智能基座，发 力"算力筑基"。 在网络层面，推动架构向"AI原生"演进。 其核心是推动网 ...

Group 1 - The Chinese government emphasizes the development of financial technology to enhance financial services for the real economy, prevent systemic risks, and support carbon neutrality goals, thereby strengthening the global competitiveness of the financial industry [1] - The 2025 China International Financial Expo held in Shanghai focused on the theme of "Open Innovation, Technology Empowerment, and Co-creating a New Future for Finance" [1] - Zhang Yu, Senior Vice President of ZTE Corporation, highlighted that artificial intelligence (AI) is becoming a core engine for economic growth, supported by the upgrade of digital infrastructure such as 5G and optical networks [1][2] Group 2 - ZTE Corporation aims to provide comprehensive intelligent computing solutions by leveraging nearly 40 years of experience in the DICT field, focusing on "All in AI, AI for All" [2] - The company has introduced a series of intelligent computing and energy solutions to meet diverse infrastructure needs in the financial sector [3] - ZTE's "4+2+1" strategy includes four hardware product categories, two solution categories, and one industry terminal to empower financial technology development [3] Group 3 - ZTE Corporation plans to enhance the competitiveness of its intelligent computing infrastructure by strengthening hardware-software collaboration and fostering a complete ecosystem [4] - The company aims to deepen cooperation with universities and research institutions to accelerate technological innovation and maintain a leading edge [4] - ZTE seeks to support the digital transformation of financial institutions and contribute to building a strong financial nation through its successful practices and rich experience [4]

二是深化AI端侧应用，强化AI手机和AI家庭布局。面向消费者场景，中兴提出"AI for All"战略，基于星云AI OS布局全系列AI终端，通过AI手机打造全新交 互体验，以AI家庭"四大件"升级家庭生活体验。 【环球网科技报道 记者 心月】2025年4月28 - 29日，2025中兴通讯中国生态合作伙伴大会在福州中庚喜来登酒店盛大举办。此次大会以"数智同兴 共创未 来"为主题，聚焦数字化与智能化融合创新，全力构建开放生态，助力客户加速数智化转型。同期，中兴通讯亮相第八届数字中国建设峰会，以"智连山海 数启兴城"为主题，展示人工智能领域前沿成果，探索行业数智化转型的无限可能。 在此期间，中兴通讯执行副总裁、首席运营官谢峻石接受了环球网记者的采访，就中兴在AI及算力领域的布局与未来发展规划进行了深入解析。 "当前，在AI驱动下，全球科技革命和产业革命正深入发展，AI技术正加速融合创新与应用落地。"谢峻石称，年初DeepSeek等开源模型的兴起，带动各行 各业加速AI部署。据IDC预测，2028年全球AI市场规模将突破8000亿美元，五年复合增长率超32%；国内运营商2025年算力投资保持20%以上的增长，互联 ...

Core Viewpoint - The telecommunications industry is shifting focus from 5G infrastructure to AI infrastructure investment, with companies like ZTE Communications aiming to capitalize on growth opportunities in the AI era [1][2]. Group 1: AI and Infrastructure Investment - ZTE Communications is transitioning from a fully connected model to a "connection + computing power" model, anticipating significant growth driven by AI over the next 3 to 5 years [1][2]. - IDC predicts that the global AI market will exceed $800 billion by 2028, with a compound annual growth rate (CAGR) of over 32%, prompting major internet companies and operators to increase investments in computing infrastructure [1]. Group 2: Revenue and Business Segments - In 2024, ZTE Communications expects a 2.38% year-on-year decline in revenue due to the overall investment environment, but the company is optimistic about returning to growth driven by AI [2]. - The revenue from ZTE's second curve business, which includes computing and terminals, accounted for over 35% in Q1, while the enterprise business revenue doubled, making up over 20% [2]. Group 3: Shift in Revenue Sources - The operator network, previously ZTE's highest revenue source, saw a 15.02% decline in revenue to 703.27 billion yuan in the previous year, influenced by the domestic investment environment [3]. - By 2024, the operator business's revenue share is projected to decrease to 57.98%, while consumer business revenue will rise to 26.72%, and enterprise business revenue will reach 15.3% [3]. Group 4: Growth in Enterprise Business - The surge in AI adoption is driving demand for intelligent computing, with intelligent computing servers becoming a core growth engine for ZTE [4]. - The company anticipates significant growth in the enterprise market, driven by the digitalization needs of industries like short video and live streaming [4]. Group 5: Strategic Focus on Key Industries - ZTE is targeting major clients in the internet, finance, and power sectors, with significant investments in AI infrastructure from leading companies like Alibaba, which plans to invest 380 billion yuan over three years [5]. - The company has adopted a "large enterprise-small team" model to enhance responsiveness to clients, integrating R&D, supply chain, and sales resources [5]. Group 6: Consumer Business Challenges and Strategies - ZTE's consumer business, including smartphones, is viewed as a core growth area, with over 26% of total revenue coming from this segment last year [8]. - The company plans to increase investment in mobile phones, focusing on brand and channel development, and enhancing product competitiveness through collaboration with AI technology firms [9].