CHINA TELECOM: In Q1 2025, net income grew by 3.1% year-on-year, and the 5G user penetration rate exceeded 62%.
In Q1 2025, CHINA TELECOM's net income increased by 3.1% year-on-year, with a 5G user penetration rate exceeding 62%. Key points: Financial performance: In 2025, Q...
Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'
CHINA MOBILE: In Q1 2025, net income increased by 3.5% year-on-year, and 5G customer base expanded to 0.578 billion households.
In Q1 2025, CHINA MOBILE's profit increased by 3.5% year-on-year, with 5G network customers continuing to expand to 0.578 billion. Key summary of financial performance: Q1 revenue was 263.8 billion yuan, stable compared to the same period; the net income attributable to shareholders was 30.6 billion yuan, a year-on-year increase of 3.5%; the net profit margin improved to 11.6%, and EBITDA reached 80.7 billion yuan, up by 3.4% year-on-year. Core business development: 5G network customers reached 578 million, with a mobile ARPU of 46.9 yuan; the total number of fixed broadband customers reached 0.32 billion, with a quarterly net increase of 5.48 million. Optimization of business structure: the main business revenue was 222.
Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.
① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.
The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.
① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.
CHINA MOBILE Chairman Yang Jie: Building an "AI full-stack service" that encompasses computing power, tools, models, and applications.
① CHINA MOBILE will further strengthen cloud intelligence computing based on the computing power network, focusing on four key directions, and build a comprehensive "AI full-stack service" covering computing power, tools, models, and applications; ② CHINA MOBILE plans to build a super large-scale "computing power factory" to promote the doubling and expansion of ten-thousand-card and thousand-card intelligent computing centers.