2024 版 计算 2030 构建万物互联的智能世界 前言 十年前，人类进入 ZB[1] 数据时代，移动互联网、云计算、大数据刚刚起步；今天，这些技术已经 深刻地改变人类社会，计算发挥了前所未有的作用。 2030 年，人类将迎来 YB[1] 数据时代，对比 2020 年，通用算力增长 10 倍、人工智能算力增长 4000倍[2]。数字世界和物理世界无缝融合，人与机器实现感知、情感的双向交互；人工智能无所不及， 帮助人类获得超越自我的能力，成为科学家的显微镜与望远镜，让我们的认知跨越微小的夸克到广 袤的宇宙，千行万业从数字化走向智能化；计算能效将持续提升，走向低碳计算，帮助人类利用数 字手段加速实现碳中和目标。 未来十年，计算将帮助人类跨入智能世界，这是一个波澜壮阔的史诗进程，将开启一个与大航海时代、 工业革命时代、宇航时代等具有同样历史地位的新时代。 3 目 未来计算场景 08 2.1 更聪明的 Al 2.2 更普惠的 Al. 2.3 更纵深的感知 2.4 超越现实的体验 2.5 更精确地探索未知 . 2.6 更准确地模拟现实 . 2.7 数据驱动的业务创新. 2.8 更高效的运营效率 . 计算 2030 愿 ...

2024 版 数字能源 2030 构建万物互联的智能世界 数字能源 2030 01 从巴黎协定到阿联酋 COP28 会议， 减碳成为全球确定性趋势 COP28 会议启动"结束化石燃料"的时代，超过 150 个国家提出 减碳承诺 十八世纪以后，煤炭、石油、电力的广泛使用， 先后推动了第一、第二次工业革命，使人类社 会从农耕文明迈向工业文明，能源为推动社会 进步、消除贫困、改善民生提供了源源不断的 动力，成为世界经济发展的最重要基石之一。 同时，人类对地球气候系统的影响显而易见， 近年来人为排放的温室气体达到历史最高水平。 根据联合国政府间气候变化专门委员会（IPCC） 的统计，人类活动引起的二氧化碳变化量每年 约为 237 亿吨（尤其是燃烧化石燃料，每年大 约排放 200 亿吨）。其结果就是现在大气中的 二氧化碳含量比过去 65 万年（平均水平）高了 27%。特别是工业革命时代开始大量燃烧煤炭， 二氧化碳水平开始急速上升，有可能引发气候 系统前所未有的变化，导致严重的生态和经济 失调。这已促使人们讨论如何减少化石燃料的 燃烧来降低温室气体的产生。 科学界和各国政府对气候变化问题正在形成更 加明确的共识，2015 ...

2024 版 数据存储 2030 构建万物互联的智能世界 前言 人类社会的文明史，就是一部信息存储方式和传播方式变革的历史。3500 多年前，甲骨文出现， 标志着人类的文明史开启；2100 多年前，造纸术的发明，使得知识的传播更加便捷；60 多年前， 以机械硬盘为代表的数字化信息记录方式的出现，使得人们可以更加高效地存储和传播信息，进一 步促进了人类文明的发展和传承。 未来十年，随着以 5G/6G、AI、大数据、云计算为代表的新技术飞速发展，人类即将进入 YB 数据时代， 数据存储技术的创新和发展有望开启新的文明发展时代。以数据为中心的高效、绿色和安全的数据 基础设施，必将推动人类社会向更高层次的智能化进程迈进，让人类在未来的智能时代中更好地理 解世界、探索世界，并勇往直前，开拓未来。 目 录 24 02数据存储 2030 愿景及关键特征 06 01 未来数据存储场景 | --- | --- | |----------------------------------------------------------------------------------------------------------- ...

Financial Data and Key Metrics Changes - The overall financial performance of the companies in the report indicates a significant increase in revenue and net profit for several firms, with some reporting net profit growth of up to five times [20]. Business Line Data and Key Metrics Changes - Companies like 卓翼科技 reported a 16% year-on-year increase in revenue, alongside a 145% increase in net cash flow from operating activities, indicating strong operational performance [30]. - The automotive sector is experiencing a doubling of subsidies for vehicle replacements, which is expected to boost sales and production in the industry [11]. Market Data and Key Metrics Changes - The integrated circuit production in China saw a year-on-year increase of 26.9% in July, reflecting robust growth in the high-tech industry [9]. - The gold market reached a new high, with spot gold prices surpassing $2500, driven by lower-than-expected CPI and PPI data in the U.S. [8]. Company Strategy and Development Direction and Industry Competition - The report highlights a strategic focus on expanding domestic demand and consumption, with government initiatives aimed at enhancing service consumption and promoting large-scale consumption [15]. - The semiconductor industry is witnessing increased activity in mergers and acquisitions, particularly in the "hard technology" sectors, as companies seek to consolidate and enhance their competitive positions [13]. Management Comments on Operating Environment and Future Outlook - Management across various sectors expressed optimism about future growth, particularly in the context of government policies aimed at stimulating economic activity and consumer spending [15]. - The ongoing developments in the AI and augmented reality sectors are expected to drive innovation and investment, with companies actively pursuing new technologies and partnerships [24]. Other Important Information - The report notes the emergence of new health threats, such as monkeypox, which has led to increased demand for diagnostic products, benefiting companies in the medical diagnostics sector [20]. - The upcoming Huawei Connect 2024 event is anticipated to showcase advancements in AI and computing technologies, which could influence market dynamics and investment trends [6]. Q&A Session Summary Question: What are the implications of the new automotive subsidy policies? - The new policies are expected to significantly boost sales of both new energy and fuel vehicles, with subsidies increasing from 10,000 yuan to 20,000 yuan for new energy vehicles, and from 7,000 yuan to 15,000 yuan for fuel vehicles [11]. Question: How is the integrated circuit industry performing? - The integrated circuit production has shown a remarkable growth of 26.9% year-on-year in July, indicating a strong recovery and expansion in the high-tech manufacturing sector [9]. Question: What are the expectations for the gold market? - Analysts expect continued strength in the gold market, with prices recently breaking the $2500 mark, supported by favorable economic indicators and inflation trends [8].

Key Points General Information - **Document ID**: 1 - **Purpose**: The document outlines the key points discussed during a professional investment conference hosted by Guosheng Securities. - **Participants**: The speakers represent their personal views, while the comments from Guosheng Securities' researchers are based on their judgment on the day of the event. - **Restrictions**: No recording, forwarding, or interpretation of the content is allowed without written permission from Guosheng Securities. Legal action will be taken against any violations. Industry/Company Specifics - **Industry**: Not specified - **Company**: Not specified Core Views and Arguments - **Not Applicable**: The document does not provide specific industry or company-related information, core views, or arguments. Other Important Content - **Not Applicable**: The document does not contain any other important content that may be overlooked.

Financial Data and Key Metrics Changes - Huawei's CPU business in the B-end market is expected to exceed 100 billion yuan, positioning it as the largest smart automotive solution provider in China [2][4] - The revenue scale of Huawei's automotive business unit (BU) is projected to reach between 127.5 billion to 165 billion yuan, with a net profit estimated at 19.1 billion to 24.8 billion yuan [4][19] Business Line Data and Key Metrics Changes - In the B-end market, Huawei provides products such as ABS systems and intelligent driving computing platforms, with the ADS system having two versions: high-end and basic [4] - The cost of the hardware for the 2.0 version of the ADS system is approximately 30,000 yuan, while the basic version's cost has dropped to around 10,000 yuan [4] Market Data and Key Metrics Changes - The retail scale of the 200,000 yuan and above passenger car market is estimated at around 8 million units, with the SUV segment accounting for about 50% [4][16] - Huawei's "问界" series is expected to capture a market share of 20% to 30% in the 200,000 yuan and above passenger car market, translating to potential sales of 800,000 to 1.2 million units [4][16] Company Strategy and Development Direction - Huawei is gradually downplaying the "Huawei brand" label and has launched the "乾坤" intelligent automotive solution, which will become one of its core platforms [2][7] - The company aims to play the role of a Tier 1 supplier in the CPU market while facing challenges related to the redistribution of R&D resources [4][17] Management's Comments on Operating Environment and Future Outlook - Management expresses optimism about the future growth of Huawei's smart automotive business, driven by core technology advantages such as 5G communication and artificial intelligence [4][19] - The Chinese government's strong support for the new energy vehicle industry is seen as a significant factor in promoting Huawei's development in this sector [4] Other Important Information - Huawei's partnerships with traditional automakers like Changan, BAIC, and Chery are crucial for accelerating market entry and resource integration [2][4] - The "问界" series is positioned as a high-end SUV, with significant development potential in the mixed fuel vehicle market [5] Q&A Session Summary Question: Why did Ping An Securities choose to release the research report on Huawei's smart car business potential at this time? - The report highlights the significant impact of Huawei's collaboration with Changan Automobile on enhancing its competitiveness in the automotive electronics field [12] Question: What developments are noteworthy in Huawei's C-end market? - Huawei has made significant progress in user experience and product performance through innovations like the HarmonyOS operating system [4] Question: What is the future development direction of Huawei's smart automotive business? - The business is expected to continue rapid growth, leveraging core technology advantages and strategic partnerships with traditional automakers [4][19]

Financial Data and Key Metrics Changes - The revenue for the CPU business in 2023 was 4.74 billion, but it incurred a loss of 6 billion [29] - The projected revenue for the CPU business at maturity is estimated to reach between 127.5 billion to 165 billion, with a net profit margin assumption of 15% [28][106] - The company expects annual net profits at maturity to be between 19.1 billion to 24.8 billion [28][106] Business Line Data and Key Metrics Changes - The CPU business includes five major solutions: intelligent driving, intelligent cockpit, intelligent vehicle, vehicle-mounted optics, and intelligent vehicle control [29] - The intelligent driving segment is the largest, with a development team of about 5,000 people [30] - The intelligent cockpit is the second-largest business, integrating Huawei's HarmonyOS into vehicles, with pricing varying significantly based on product combinations [61] Market Data and Key Metrics Changes - The market for vehicles priced above 200,000 is estimated to be around 800,000 units, with the SUV segment potentially accounting for 400,000 units [37] - The company anticipates that if the Wanjie series captures a market share of 20% to 30%, it could achieve sales of 80,000 to 120,000 units in China [37] Company Strategy and Development Direction - Huawei is gradually reducing its branding presence in the automotive sector, focusing on the Huawei QianKun brand for intelligent vehicle solutions [75] - The company plans to expand its CPU business by attracting more automotive partners and increasing revenue scale to enhance valuation [101] - The strategy includes a focus on high-end hybrid vehicles, with limited competition in the market [64] Management Comments on Operating Environment and Future Outlook - Management expressed optimism about the future potential of the intelligent vehicle market, particularly with the upcoming launches of new models [26] - The competitive landscape is seen as favorable, with few players in the high-end hybrid vehicle segment [64] - The company acknowledges challenges in the high-end pure electric vehicle market, where sales have been sluggish [95] Other Important Information - The company has established partnerships with four automotive manufacturers, each targeting different market segments [90] - The report highlights the importance of scaling operations quickly post-independence to improve market valuation [101] Q&A Session Summary Question: What is the future growth potential for Huawei's intelligent vehicle business? - The company estimates that the CPU business could become the largest intelligent vehicle solution provider in China, with a revenue scale exceeding 100 billion [27] Question: How does Huawei plan to compete in the high-end vehicle market? - Huawei's strategy focuses on leveraging its technology to create high-quality products while reducing costs to remain competitive [87] Question: What are the expected sales figures for the Wanjie series? - If the Wanjie series captures a 20% to 30% market share in the SUV segment, sales could reach between 80,000 to 120,000 units [37]

eview forprev 华为园区自动 驾驶网络白皮书5(2.0) 华为技术有限公司 HUAWEI 华为园区自动驾驶网络白皮书(2.0) White Paper on Huawei Autonomous Driving Network for Campuses (2.0) nlyforpreview 目录 ATALOGUE 01 园区网络发展的挑战与机遇 review 1.1园区网络发展面临新挑战 1.2核心技术突破带来新思路 3 1.2.1基础根技术逐步成熟 3 1.2.2网络自治关键技术逐一突破 4 1.2.3园区自动驾驶网络时代已开启 6 iew 02 园区自动驾驶网络 2.1园区自动驾驶网络愿景 2.2园区自动驾驶网络分级 8 2.3园区自动驾驶网络关键能力特征 9 华为园区自动驾驶网络白皮书(2.0) White Paper on Huawei Autonomous Driving Network for Campuses (2.0) eview preview 03 园区自动驾驶网络方案架构与典型应用场景 10 3.1园区自动驾驶网络方案架构 10 3.2园区自动驾驶网络典型应用场景 13 3. ...

1、新兴市场的光伏需求与政策 新兴市场主要包括东南亚、中亚和中东,这些地区的国家如马来西亚、印尼、 巴基斯坦、乌兹别克斯坦等都有碳中和目标,并且光伏资源丰富,需求旺盛。 东南亚国家在夏季高温时电力不足,中亚和巴基斯坦的能源依赖燃油和煤炭, 发电量下降导致缺电。 这些国家的电网老旧,亟需更新,新能源发电和储能系统可以增加发电量并支 撑电网。马来西亚计划到 2050 年可再生能源占比达到 25%,印尼计划到 2028 年光伏装机容量达到 5GW,巴基斯坦计划到 2030 年达到 13GW。 2、新兴市场的市场潜力 东南亚和中亚市场原本被认为是低毛利市场,吸引力不足,但随着欧美市场增 速放缓,企业开始转向这些市场。预计未来几年,东南亚和中亚市场的光伏装 机容量将大幅增加,东南亚和中东市场到 2027 年预计达到 30GW,中东市场到 2030 年预计达到 100GW。 3、各地区光伏市场的具体情况 非洲市场主要集中在南非,预计每年装机容量在 2-3GW,其他非洲国家主要是 屋顶光伏,装机量较小。拉丁美洲市场较大,预计年装机容量在 30GW 以上。 印度今年第一季度光伏装机容量已接近去年全年,预计全年装机容量可达 3 ...

本次会议的任何内容进行发布复制编辑改编转载播放展示或以其他任何方式非法使用本次会议的部分或者全部内容否则将承担相应的法律责任国海证券就此保留一切法律权利在任何情况下国海证券及其员工对使用本次会议信息或内容所引发的任何直接或间接损失概不负责市场有风险投资需谨慎 好的,尊敬的各位机构投资者,大家晚上好,我是国海汽车的飞行师代唱,非常感谢大家在晚上8点时间参加我们最新的一期,呃,畅谈汽车的第二会议,那这期我们的主题是,呃,看好这个华为系整车和华为系宁不见得投资机会。 在录影之前我想跟大家说一下我们的最新的就是简要的最新的核心的结论我们看好八月份九月份汽车板块的机会其中最好的方向是华为系的整车包括江淮汽车以及华为系的宁波电核心是新鱼股份这个是核心结论那接下来的话我想做三个方面的分享第一个是为什么说八九月份我们觉得汽车板块会有机会 第二个为什么说华为系的整车华为系宁波剑可能是里面最强的第三个就是整车宁波剑里面为什么说推江淮和信誉股份首先第一个为什么我们觉得八月份九月份汽车会有相应的机会 那其实如果跟我们团队交流的比较多,或者之前有听过我们之前畅谈汽车系列电话会的领导,应该比较熟悉,我们之前在今年二月份三月份四月份都曾经 ...