Core Viewpoint - The China Mobile Global Partner Conference 2025 emphasizes the importance of building a digital intelligence ecosystem and outlines five major upgrade actions for the AI+ era, as articulated by Chairman Yang Jie [1][12]. Group 1: Achievements During the 14th Five-Year Plan - During the 14th Five-Year Plan, China's information and communication industry achieved significant progress, meeting goals such as "gigabit access in every county, 5G access in every town, and broadband access in every village" [2]. - China Mobile has become the world's largest in network scale, customer scale, and revenue scale, while also leading in innovation capability, brand value, market capitalization, and profitability [2]. Group 2: Industry Empowerment and Technological Integration - China Mobile has established a "5G+", "AI+", and "Cooperation+" collaborative development framework, creating the world's largest dual-gigabit network and over 50,000 5G industry applications [6]. - The company is building tens of thousands of intelligent computing clusters and massive AI models, integrating AI into various aspects of production and daily life [6]. Group 3: Trends Defining the AI+ Era - The AI+ era is characterized by three accelerated integrations: 1. Integration of digital technology with the real economy, leading to advancements in autonomous driving and smart industries [7]. 2. Integration of the digital world with the physical world, enhancing human capabilities through technologies like AR/VR [7]. 3. Integration of carbon-based and silicon-based life, fostering human-machine collaboration and new forms of information civilization [7]. Group 4: Future Actions for the 15th Five-Year Plan - China Mobile aims to position itself as a world-class information service technology innovation company, focusing on five major upgrade actions: 1. Upgrading digital intelligence infrastructure to enhance AI+ capabilities [8]. 2. Advancing digital technology to foster AI+ innovation [9]. 3. Expanding AI+ applications to drive transformation across various sectors [10]. 4. Enhancing AI+ security to ensure ethical development [11]. 5. Building an open AI+ ecosystem through collaborative initiatives [12].

Core Viewpoint - The article emphasizes the transformative impact of AI on society, highlighting the emergence of an "AI+" era that integrates digital and physical worlds, reshaping production, governance, and social structures [1] Group 1: AI and Economic Transformation - AI is expected to accelerate the reallocation of production factors and create new value paradigms, driving the digital economy towards a higher-level intelligent economy [1] - The integration of digital and physical worlds will create a mixed ecosystem, gathering vast digital assets and leading to significant changes in societal operations [1] - The concept of "human-machine co-governance" will emerge, characterized by "carbon-silicon symbiosis," marking a new era of information civilization [1] Group 2: Infrastructure and Technological Upgrades - The company aims to upgrade digital intelligence infrastructure, focusing on enhancing AI capabilities and supporting the digital transformation of the economy and society [2] - Key initiatives include advancing network evolution with 5G-A and 6G technologies, improving cloud computing capabilities, and innovating data supply [2][3] - The development of high-performance models and intelligent service engines will provide precise and reliable services to clients [2] Group 3: AI Application and Innovation - The company is committed to promoting AI applications across various industries, enhancing productivity in manufacturing, agriculture, and services [3] - There is a focus on expanding AI-driven information consumption and enhancing user experiences through intelligent services [4] - AI will also be leveraged to improve public welfare in healthcare, education, and cultural services, creating a more compassionate intelligent society [5] Group 4: Governance and Collaboration - The establishment of an integrated AI governance framework will enhance public service and social governance efficiency [5] - The company emphasizes the importance of "intelligent benevolence," focusing on technology safety and risk management [5] - Collaboration with global partners is encouraged to create a community of shared interests and co-development in the AI+ era [5]

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].

Core Insights - The 2025 BRICS New Industrial Revolution Partnership Forum held in Xiamen highlighted the strategic role of artificial intelligence (AI) in driving a new wave of technological revolution and industrial transformation [1][2] - Discussions emphasized the need for a collaborative approach to AI development, integrating various sectors to fully leverage digital technology's potential [1][4] Group 1: AI Empowerment and Industrialization - AI is transitioning from isolated breakthroughs to a collaborative advancement phase, necessitating the establishment of broader innovation ecosystems that integrate academia, industry, and application [1][4] - The Chinese government has reiterated its commitment to AI, with the "AI+" initiative included in the government work report, aiming for deep integration of AI across various sectors [1][2] Group 2: Global Challenges and Opportunities - The global economy is undergoing profound changes, with emerging technologies reshaping production, trade, and innovation, presenting both opportunities and challenges for developing countries [2][3] - Knowledge sharing and joint development of technologies are crucial for bridging gaps in digital infrastructure and skills among "global south" countries [3][4] Group 3: Development of Intelligent Agents - The focus of AI is shifting towards intelligent agents, which are expected to play a central role in the new industrial revolution, with goals set for widespread integration in key sectors by 2027 and 2030 [5][6] - Companies are actively developing intelligent agents to enhance operational efficiency, with examples including the deployment of ICT intelligent agents for wireless network management [6][7] Group 4: Future Prospects and Current Limitations - While intelligent agents are seen as a transformative force, their current capabilities are still in the developmental stage, with significant room for improvement in complex and uncertain business processes [7][8] - The potential for intelligent agents to surpass human capabilities in collaborative tasks remains a future goal, with ongoing efforts to enhance their intelligence and automation [8]

Group 1 - The 2025 BRICS New Industrial Revolution Partnership Forum was held in Xiamen, focusing on the strategic role of artificial intelligence (AI) in driving technological revolution and industrial transformation [1][3] - The Chinese government has reiterated its commitment to AI development, with the recent release of the "Opinions on Deepening the Implementation of 'AI+' Action," which aims to enhance AI integration across various sectors [3][4] - The forum highlighted the need for a collaborative approach to AI development, emphasizing the importance of building a comprehensive innovation ecosystem that includes academia, industry, and research [6][7] Group 2 - The New Development Bank's president pointed out that emerging technologies like AI, robotics, and quantum computing are reshaping national competitiveness and accelerating transformation processes [4][5] - There are significant challenges for many "Global South" countries in accessing key technologies, which hinders their participation in the new industrial revolution [5] - Knowledge sharing, joint technology development, and infrastructure co-building are essential for accelerating innovation in these countries, with BRICS nations positioned to lead this effort [5] Group 3 - AI is transitioning from isolated breakthroughs to collaborative advancements, necessitating the establishment of a broader and deeper innovation network [6][8] - The focus is on creating AI ecosystems that support the integration of digital and physical economies, thereby reducing barriers to AI research and application [6][8] - Companies like China Mobile are actively working to build international AI ecosystems, enhancing capabilities in AI computing, models, and applications to support high-quality industrial development [6][8] Group 4 - The development of intelligent agents is becoming central to the new industrial revolution, with a goal to achieve widespread integration of AI in six key areas by 2027 [7][8] - The Chinese government aims for over 70% penetration of new-generation intelligent terminals and agents by 2027, and over 90% by 2030 [7][8] - Companies are focusing on creating AI-driven solutions that enhance operational efficiency, such as the ICT intelligent agent developed by Xinhua San Group for wireless network management [9][10] Group 5 - Despite advancements, the application of large models and related technologies is still in the early stages, with ongoing efforts to enhance the intelligence and automation of intelligent agents [9][10] - The current capabilities of intelligent agents are limited, with performance levels in complex and uncertain business processes still needing improvement [10] - Future developments may lead to a collaborative intelligence era where intelligent agents surpass human capabilities, but this remains a work in progress [10]

Core Viewpoint - China Mobile reported its mid-year results for 2025, showing a slight decline in overall operating revenue but a modest increase in communication service revenue, indicating resilience amid external challenges [1][3]. Financial Performance - Operating revenue for 1H2025 was 5437.69 billion RMB, a decrease of 0.5% compared to 1H2024 [1]. - Communication service revenue reached 4669.89 billion RMB, reflecting a year-on-year growth of 0.7% [1]. - EBITDA increased by 2.0% to 1859.58 billion RMB, with an EBITDA margin of 34.2%, up 0.9 percentage points [1]. - Net profit rose by 5.0% to 842.35 billion RMB, with a net profit margin of 15.5%, an increase of 0.8 percentage points [1]. - Basic earnings per share improved by 4.0% to 3.90 RMB [1]. Strategic Initiatives - The company emphasized a focus on digital transformation and strategic implementation of its "One Two Two Five" strategy to navigate complex external environments [1][3]. - China Mobile is enhancing its market segmentation strategy, focusing on value-based operations and product innovation to drive growth [3]. - In the personal market, the company is transitioning from card-based operations to customer and family-centric value operations [3]. - The family market strategy includes the development of a new integrated operating system centered around families, leveraging AI for smart home upgrades [3]. - The enterprise market is undergoing a systematic upgrade to enhance product contributions and project efficiency [3]. Emerging Markets and Innovations - Revenue from emerging markets grew by 9.3% to 291 billion RMB, with a focus on international business, digital content, fintech, and equity investments [3]. - The company has established over 2.59 million 5G base stations and achieved extensive coverage in urban areas [3][6]. - The "AI+" initiative is progressing steadily, with the development of a multi-model service engine and over 50 industry-specific models [8].

Core Insights - China Mobile is advancing the integration of digital intelligence and industrialization, focusing on AI-driven innovations to support industrial upgrades and contribute to new industrial development [1][18] - The company showcased its "Nine Sky" foundational model V3.0 at the 2025 World Artificial Intelligence Conference, highlighting its capabilities in language, vision, and voice understanding, which are among the industry's top tier [1][2] Digital Intelligence in Life - The "Nine Sky" model serves as an accelerator for industrial intelligence transformation, offering functionalities for model development, intelligent application creation, and resource integration [2] - China Mobile's AI-enabled devices, such as smart cars and AI smartphones, are designed to enhance personal life experiences, promoting the vision of "AI for Life" [4][5] Digital Intelligence in Governance - The company is redefining modern governance efficiency through technological innovation, exemplified by AI-driven risk identification and cross-departmental collaboration in local governance [8][9] - AI applications in public safety, such as traffic monitoring and drowning prevention, are effectively reducing accident rates and enhancing community safety [9][11] Digital Intelligence in Production - China Mobile is facilitating new industrialization by implementing AI in various production processes, leading to improved data management and product quality [12][14] - The use of AI in quality inspection and safety monitoring has shown significant efficiency gains, such as a 70% improvement in response times and a 50% reduction in safety management personnel [14][16] Digital Intelligence in Research - The company is pioneering the "AI for Science" paradigm, enhancing research efficiency through AI-assisted experimental processes [16] - China Mobile's quantum computing initiatives, including the Five Mountains Era Quantum Cloud Platform, are positioned as leading innovations in the field [16][18]