Mei Ri Jing Ji Xin Wen·2025-12-01 06:11Group 1 - The A-share market saw a continuous rise in the afternoon of December 1, with the Shenzhen Component Index and ChiNext Index both increasing by over 0.9%. The storage chip sector and photolithography machine concept experienced significant upward movement, while AI glasses and AI mobile phone sectors collectively surged. The ChiNext Software ETF Huaxia (159256) rose by 0.51% during the session, with its holding stock Runze Technology increasing by over 6% [1] - ByteDance and ZTE Corporation announced a joint development of an AI-native mobile phone, set to be released in early December. The product features a core breakthrough with the Doubao mobile assistant, which has system-level permissions and can execute complex commands across applications, marking a shift from "clicking icons" to "intent recognition" in interaction paradigms. The collaboration involves ByteDance leading the integration of the Doubao large model and AI interaction functionality, while ZTE is responsible for hardware development, production, and overall integration. The initial batch will have a supply of approximately 30,000 units, with a second-generation product already in the planning stage for release in the first half of 2026 [1] - In the AI industry chain, the software sector plays a crucial role in both the midstream technology layer and downstream application layer, providing essential technical support and facilitating the implementation of AI applications. Specifically, the software industry offers AI frameworks, development platforms, and algorithm models in the midstream, which are foundational for AI application development. In the downstream, the software sector integrates AI technology with various industries to promote the practical application of AI [1] Group 2 - CITIC Securities analysis indicates that the collaboration between ZTE and Doubao signifies a new phase of ecological collaboration between consumer electronics manufacturers and internet giants, with expectations that the global AI mobile phone penetration rate will exceed 35% by 2026, driving growth in orders across the industry chain [2] - Huachuang Securities further notes that the deep integration of the Doubao large model as a system-level capability will significantly expand the application boundaries of AI models, facilitating the deployment of AI functionalities in more scenarios [2] - Related products include ChiNext Software ETF Huaxia (159256), ChiNext 200 ETF Huaxia (159573), and Artificial Intelligence AI ETF (515070) [2]