中国移动(600941) - 中国移动投资者关系活动记录表_分析师会

Group 1: Financial Performance and Growth Outlook - The company aims for good revenue and profit growth in 2024, continuing the trend from previous years [2] - The government work report emphasizes the importance of "AI+" actions, which presents significant growth opportunities for the company [3] - The company expects the government sector to remain a key driver of revenue growth, with a focus on productization and market expansion [2] Group 2: Artificial Intelligence and Technological Advancements - The company has a dedicated AI research team of approximately 1,500 people and has developed over 450 AI applications [3] - The company is building a new intelligent computing infrastructure, with a current scale of 10.1 EFLOPS (FP16) and plans for further growth [3] - The company is implementing an "AI+" initiative to enhance internal operations and external services [4] Group 3: Data Asset Development and Utilization - The company has accumulated 6.5 PB of data daily through its data platform, which is crucial for AI training [6] - The company is promoting data circulation and security through innovative technologies like privacy computing and blockchain [6] - The company plans to disclose data asset information in its financial reports this year [6] Group 4: Capital Expenditure and Infrastructure Development - The intelligent computing scale is projected to reach 17 EFLOPS (FP16) in 2024, accounting for approximately 40% of the company's total computing power [7] - The company is actively planning the construction of large intelligent computing clusters to support AI model training [7] - Overall capital expenditure is expected to remain stable with a gradual decrease in the capital expenditure-to-revenue ratio [8] Group 5: Research and Development Investment - The company invested a total of 34.062 billion yuan in R&D in 2023, with over 80% allocated to expense-based R&D [9] - R&D focuses on strategic new industries and aims to transform scientific problems into technological capabilities [9] - The company is committed to building large scientific devices to support its innovation efforts [9]