行业专题报告：华为产业链：软硬件密集发布期，关注新技术新产品催化

Investment Rating - The industry investment rating is "Positive" (maintained) [3] Core Insights - Huawei's 2024 Connect Conference showcased advancements in artificial intelligence and a comprehensive intelligent strategy centered around Huawei Cloud, hardware, and software [12][14] - Huawei has developed two major computing industries: Kunpeng for general computing and Ascend for AI computing, with significant market penetration and product offerings [14][31] - The release of new products, including HarmonyOS NEXT and Mate70 series, marks a critical period for Huawei, with a focus on enhancing user experience and expanding its ecosystem [15][17] Summary by Sections Huawei Connect Conference 2024 - The conference held from September 19 to 21 in Shanghai emphasized "Winning Together in Industry Intelligence," featuring over 300 sessions and showcasing Huawei's AI advancements [12][13] - Huawei's strategy includes sustainable computing solutions, full-stack upgrades of Huawei Cloud, and deep integration of AI with its operating systems [13] New Product Launches - Huawei's product launch period includes the Mate XT foldable phone and the upcoming Mate70 series, with HarmonyOS NEXT set for public testing on October 8 [15][17] - The HarmonyOS ecosystem has surpassed 900 million devices, with a developer community of 2.54 million [17] Huawei HiSilicon's Revival - HiSilicon, Huawei's semiconductor design company, has a diverse product line including Kirin, Kunpeng, Ascend, Balong, Tiangang, and Lingxiao series, catering to various market needs [25][26] - The Kirin series has returned to the high-end smartphone market with the Mate60 series, featuring the self-designed Kirin 9000S chip [29][28] - Ascend chips are designed for AI computing, with significant performance metrics such as 256 TFLOPS for floating-point operations [31][32] - Kunpeng chips are aimed at data centers and cloud computing, with the Kunpeng 920 offering high performance and energy efficiency [33] Recommendations for Investment - Suggested investment targets include companies related to Huawei's smart vehicle initiatives, computing power, cloud services, and HarmonyOS [7]