华为“根”技术初露锋芒

Investment Rating - The report maintains a "Recommendation" rating for the industry [6] Core Insights - Huawei's root technology is developing continuously, establishing a solid foundation for the domestic technology industry in AI computing and operating systems. The "pure-blood HarmonyOS" and its ecosystem are expanding, with PCs expected to become the next "main battlefield" [4][19] - The domestic AI computing sector is in a rapid development phase, with computing power construction becoming a new important domestic demand. Ascend is expected to become the "main force" in domestic computing power due to its technological and ecological advantages [4][19] Summary by Sections Market Review - During the week of May 5-9, the CSI 300 index rose by 2%, the SME index increased by 1.49%, and the ChiNext index grew by 3.27%. The computer sector (CITIC) saw a rise of 1.94% [36] Industry News - The State-owned Assets Supervision and Administration Commission (SASAC) emphasized accelerating the mastery of key root technologies and enhancing the performance and level of central enterprises' foundational large models [27] - The China Computing Power Platform (Shanghai) education section and Shanghai Education Intelligent Computing Service Platform were officially launched [31] Company News - Zhaoyi Information announced a restricted stock incentive plan on May 8, proposing to grant 4 million shares, accounting for 3.30% of the total share capital [32] - Highweida reported a share reduction by a major shareholder, with 4.4 million shares sold at an average price of 14.05 yuan per share [33] Weekly Insights - The HarmonyOS is making significant strides, with the Harmony computer officially unveiled, marking a breakthrough in the personal computer sector. The ecosystem has surpassed 1 billion devices, with 7.2 million registered developers and over 110 million lines of code [11][12] - The Ascend AI cloud service has been optimized to support over 160 third-party large models, indicating its capability to provide reliable training and inference support for various applications [21][22] Investment Recommendations - Key companies to focus on in the HarmonyOS ecosystem include Softcom Power, China Software International, Dream Network Technology, Newland, and others. For Ascend, attention should be on companies like iFlytek, Softcom Power, China Great Wall, and others [4][26]