从技术闭环到生态开放 荣耀以“三叶草战略”重构AI核心竞争力

Core Insights - Honor has launched its new foldable flagship Magic V5, marking a significant step in its AI strategy and its preparation for an A-share IPO, expected to be completed between January and March 2026 [1] - The IPO funds will be allocated to various key areas of AI research and development, with a focus on creating an open ecosystem through the "Clover Strategy" [1][2] - The Clover Strategy aims to address the challenges of AI implementation by connecting three key loops: scenario, performance, and trust [2][3] Group 1 - The Clover Strategy represents a shift in AI focus from models to practical applications, emphasizing the importance of user experience and trust in technology [2][3] - Honor's AI capabilities in the Magic V5 include features like automatic document classification and intelligent route planning, showcasing the practical application of its strategy [2] - The company aims to enhance performance through collaboration across cloud, hardware, and network, while building user trust through co-creation and ethical governance [2] Group 2 - Honor's ambition extends to creating an AI terminal ecosystem, positioning itself as a central player that connects various stakeholders, including AI model companies and internet enterprises [4] - Collaborations with brands like Alibaba, BYD, and Midea highlight Honor's strategy of deep integration rather than mere functional additions [4] - The company has established partnerships with nearly 100 universities and research institutions, facilitating rapid technology transfer to enhance user experience [4] Group 3 - Honor's AI strategy aims to foster an open and collaborative ecosystem, moving away from a closed model to a vibrant "tropical rainforest" of innovation [5] - The strategic shift from hardware competition to ecosystem capability is expected to reshape the industry landscape, with Honor positioning itself as a key driver of this transformation [6] - The ongoing competition in AI terminals is increasingly focused on ecosystem capabilities rather than just hardware specifications [6]