活动中，市区两级相关部门、产业园区负责人及企业代表等，与长三角地区电子信息、智能科技、射频 微波等产业领域的企业家，围绕各自的产业优势与机遇、布局与需求进行分享。当前，成都正着力推动 特色优势产业提能级、战略性新兴产业上规模，郫都区作为成都电子信息、绿色氢能、绿色食品的重要 承载地，主导产业蓬勃发展，在2025年赛迪中国百强区排名位列第82位。 活动现场，郫都区用"政策大礼包"与"产业路线图"双向发力：一方面系统解读在产业链布局、专项政策 扶持、生产要素保障等方面的差异化优势，另一方面通过华为、京东方等龙头企业落地发展案例，具象 化展现"芯片—屏幕—终端—软件"电子信息全产业链生态的构建成果，让在场企业家直观感受到这片土 地的产业潜力。 在场企业家围绕自身投资布局与技术合作需求，与郫都区招商团队展开"一对一"深度洽谈。从项目落地 的配套服务，到产业链上下游的协同可能性，再到高校科研资源的转化路径，企业的疑问和需求现场得 到回复，不少企业当场表达了进一步考察合作的意向，"通过交流后感觉到成都郫都区的发展超出预 期，尤其在电子信息产业领域的集群优势，有信心进行投资布局，依托当地头部企业的产业牵引力和高 校科研资源 ...

Core Viewpoint - Huawei's release of AI SSD aims to address the challenges in AI data storage, specifically targeting the "memory wall" and "capacity wall" to enhance AI business efficiency and reduce costs [2][4][6]. Group 1: AI SSD Features and Innovations - AI SSD is designed specifically for AI workloads, offering high performance and large capacity, and is expected to be a significant breakthrough for domestic SSD technology [5]. - The AI SSD can provide a maximum single disk capacity of 245TB, which is 13 times the capacity density of traditional mechanical hard drives, while consuming only 0.1W per TB [8]. Group 2: Challenges in AI Data Storage - The current AI computing power cards struggle with memory capacity, unable to handle the explosive growth of data generated by large AI models, which require significant storage for parameters and historical data [4][6]. - For instance, training a model with 67.1 billion parameters necessitates 3.5PB of data storage, and the parameters of AI models are expected to grow 750 times every two years, posing a substantial challenge to SSD capacity [6]. Group 3: Market Impact and Future Outlook - Huawei aims to establish a new benchmark in the AI storage market with AI SSD, potentially altering the current dominance of HBM in AI storage solutions [9]. - The future AI storage architecture is expected to integrate HBM and AI SSD in a three-tier cache structure (HBM-DRAM-AI SSD), optimizing performance and cost [9][11].

从市场角度来看，华为Mate XTs 非凡大师的推出不仅是华为自身折叠屏产品矩阵的一次重要升级，更将进一步推动整个折叠屏手机市场的成熟与发展。当 前，折叠屏手机已从"尝鲜级"产品逐渐向"主流化"方向迈进，消费者对折叠屏手机的需求也从单纯追求"新奇形态"转向"实用体验"。华为作为折叠屏市场的 领先品牌，此次通过华为Mate XTs 非凡大师在体验层面的升级，有望进一步提升消费者的使用体验，让更多用户真正感受到折叠屏手机的实用价值，从而 带动整个市场的消费需求增长。同时，华为在三折叠技术上的持续创新，也将进一步推动行业整体技术水平的提升，最终受益的将是广大消费者。 华为三折叠手机自诞生以来，就凭借其别具一格的三折叠设计，打破了智能终端形态的边界，开启了三折叠屏手机的崭新时代。得益于华为业界领先的技术 积累及多年的坚持与投入，初代华为三折叠手机以超乎想象的纤薄三折叠屏形态，带来了一机多能的超形态体验。这种创新的设计不仅展现了华为在工业设 计上的卓越实力，更体现了其对用户需求的深刻洞察和对未来手机发展趋势的前瞻性思考。这也使得华为三折叠发布后的一年来，广大用户及业界对新款三 折叠屏手机的猜测和关注始终接连不断。 这种 ...

Group 1 - The core viewpoint of the article is the performance briefing held by Nasda, which attracted participation from 60 institutions including Zhonggeng Fund Management Co., Ltd. and Xinhua Asset Management Co., Ltd. [1] Group 2 - Overall performance: In the first half of 2025, the company achieved total operating revenue of 12.327 billion yuan, a year-on-year decrease of 3.65%; net profit attributable to shareholders was -312 million yuan, a year-on-year decrease of 132.02%; net profit after deducting non-recurring gains and losses was -165 million yuan, a year-on-year decrease of 126.51% [1] Group 3 - Business segment performance: - Pantum: In the first half of 2025, Pantum's operating revenue was 2.309 billion yuan, a year-on-year increase of 10%; net profit was 324 million yuan, a year-on-year decrease of 16%; overall printer sales decreased by 5% year-on-year, while A3 copier sales increased by 115%. In Q2, Pantum's operating revenue was 1.316 billion yuan, a quarter-on-quarter increase of 33%; net profit was 227 million yuan, a quarter-on-quarter increase of 136%; overall printer sales increased by 24% quarter-on-quarter, and A3 copier sales increased by 30% [1] - Jihai Microelectronics: In the first half of 2025, Jihai's operating revenue was 555.6 million yuan, a year-on-year decrease of 18%; however, revenue from non-consumable chips in industrial control and automotive sectors was 254 million yuan, a year-on-year increase of 52%. Net profit was 18 million yuan, a year-on-year decrease of 94%; net profit after deducting non-recurring gains and losses was 11 million yuan, a year-on-year decrease of 84%. Total chip shipments reached 293 million pieces, a year-on-year increase of 16%, with non-consumable chip sales at 182 million pieces, a year-on-year increase of 47% [1] - General printing consumables: In the first half of 2025, the general consumables business achieved operating revenue of 2.697 billion yuan (after internal offset), which was basically flat year-on-year; net profit was 28 million yuan, a year-on-year decrease of 64%, with total sales of general consumables remaining flat year-on-year [1] Group 4 - Q&A session highlights: - Progress in the Xinchuang field: Pantum's printer sales in the Xinchuang market showed significant growth, with substantial progress in domestic replacement in the financial sector and initial progress in education and healthcare sectors [1] - Domestic and international business strategy: After selling Lexmark, the company's operations have become more stable, with Pantum having advantages in the domestic computer peripheral market and potential to capture shares in Europe and Belt and Road countries; Jihai Microelectronics aims to be among the top domestic integrated circuit design companies [1] - Lexmark project risks: The company is actively addressing arbitration matters, and risks are considered controllable [1] - A3 product strategy: The self-developed A3 products are suitable for developing country markets, focusing on product improvement and stability, with plans to cover nearly 90% of market demand in developing countries within two years, starting from the Chinese market [1]

Core Insights - The 2025 Altyn Tagh Comprehensive Scientific Expedition, co-hosted by the Xinjiang Institute of Ecology and Geography and the China Scientific Exploration Association, has officially commenced with a flag handover ceremony in Urumqi, Xinjiang [1] - The expedition focuses on the interrelationship between regional water resources, wildlife, and ecological changes, traversing complex terrains including high-altitude no-man's lands and marsh wetlands [3] - The designated vehicle, the Mengshi M817, is equipped with advanced technology to support the expedition's needs, showcasing its capabilities as a reliable partner for scientific exploration [5][11] Vehicle Capabilities - The Mengshi M817 features the Huawei QianKun intelligent automotive solution, which includes the ADS 4 for precise navigation assistance, significantly reducing driver fatigue during long journeys [5] - The vehicle is designed with a robust safety structure, utilizing high-strength steel and advanced collision detection systems to ensure the safety of the expedition team in extreme environments [7] - The M817 offers versatile camping capabilities, transforming into a comfortable resting space for team members, with ample storage for camping gear and the ability to provide power for various devices [9][11] Future Contributions - As the expedition progresses deeper into the Altyn Tagh region, the Mengshi M817 will continue to support the team in ecological construction, water resource protection, and sustainable development efforts in Xinjiang [13]

Core Viewpoint - Huawei and Apple are set to launch their new flagship products, with Huawei's MateXTs scheduled for September 4 and Apple's iPhone 17 on September 9, highlighting the competitive landscape in the smartphone market [1][6]. Group 1: Huawei's Market Position - Huawei's Mate XT, the first generation of its foldable phone, has nearly 500,000 units shipped in the first half of the year, generating over 10 billion yuan in revenue [1][5]. - Huawei holds a dominant position in the Chinese foldable smartphone market with a 75% market share in the first half of the year, attributed to continuous product iterations and a lack of significant competition from other brands [4][5]. - The foldable smartphone market is experiencing a slowdown, with a projected 3.3% year-on-year growth for 2023, indicating potential challenges ahead despite Huawei's strong product lineup [5]. Group 2: Industry Trends and Innovations - The foldable smartphone segment is entering a phase where hardware innovation is slowing, shifting focus towards software upgrades and new product forms [5]. - Future innovations may include new materials, eSIM technology, low-orbit satellite internet, and advancements in AI and HarmonyOS, which could revitalize the foldable market [5]. - The competitive landscape is evolving, with Huawei's strong brand presence in the absence of Apple in the foldable segment, emphasizing the importance of brand loyalty in this high-end market [4][5]. Group 3: Apple's Challenges and Innovations - Apple's iPhone 17 series is expected to feature significant design changes and improvements in imaging and battery life, but faces pressure from competitors like Huawei [6][8]. - The company is under pressure from rising production costs in the U.S. and declining sales in China due to competition from domestic brands [7][8]. - Apple is preparing for future foldable devices, although they are not expected to debut this year, indicating a strategic focus on innovation to maintain market relevance [7][8].

Core Viewpoint - The case of infringement of Huawei's HiSilicon chip technology trade secrets has resulted in a judgment on July 28, with 14 defendants not appealing, and the first-instance judgment has become effective. The estimated value of the illegally obtained technical information is 317 million yuan [1][3]. Group 1: Company Background - HiSilicon is a wholly-owned subsidiary of Huawei, which initiated the Wi-Fi chip research and development project in 2011, investing significant human and material resources for long-term independent research and development [3]. - The company implemented reasonable confidentiality measures to protect the acquired Wi-Fi chip technology information [3]. Group 2: Infringement Details - Zhang, a former head of the RF chip development department at HiSilicon, founded Zunpai after leaving the company and recruited several individuals to lead technical departments [3]. - Zhang and others conspired to develop similar Wi-Fi chips, recruiting former HiSilicon employees who used improper means to obtain technical information for Zunpai's chip development [3][4]. Group 3: Legal Proceedings - On April 10, 2024, the Shanghai People's Procuratorate filed a public prosecution against Zhang and 13 others for infringing commercial secrets [3]. - During the trial, the public prosecutor educated the defendants on evidence, legal principles, and emotional aspects, leading to voluntary confessions from all defendants [4]. Group 4: Sentencing Outcomes - The Shanghai Third Intermediate Court sentenced all 14 defendants for infringing commercial secrets, with Zhang receiving a six-year prison term and a fine of 3 million yuan, while others received varying sentences and fines [4]. - The head of the Intellectual Property Prosecutor's Office emphasized the importance of trade secrets in modern economic society, linking it to the security of key technologies and national high-quality development [4].

Core Insights - Chery Group's chairman Yin Tongyue announced that Zhijie Automotive, fully led by Huawei, has entered the "pure-blood Hongmeng era" and established a new energy company that operates independently under the 2.0 strategy [2] - A strategic cooperation agreement 2.0 was signed between Huawei and Chery on August 7, with plans to establish dual design centers in Shanghai and Shenzhen, and an investment exceeding 10 billion yuan to expand the R&D team to 5,000 people [2] - As of the recent product launch on August 25, pre-orders for the new Zhijie S7 and R7 models have surpassed 53,000 units [2]

北京商报讯（记者 陶凤 实习记者 王天逸）8月27日，华为常务董事、终端BG 董事长余承东通过其个人 微博宣布，将于9月4日14:30举行"华为Mate XTs非凡大师及全场景新品发布会"。余承东表示，此次将 带来"新三折叠"形态旗舰——华为Mate XTs非凡大师，并同步发布全场景新品。 ...

Core Insights - The penetration of 192-line LiDAR into vehicles priced below 200,000 yuan indicates a shift in consumer perception, recognizing LiDAR as a necessary safety sensor rather than just a symbol of advanced driving capabilities [1][3] - Huawei's recent launch of multiple models featuring 192-line LiDAR at competitive prices suggests a significant market transformation, with pre-orders exceeding 50,000 units shortly after the announcement [1][18] Group 1: Market Trends - The performance evaluation of LiDAR is based on multiple dimensions, with line count and ranging capability being critical indicators that determine the ability to detect smaller and more distant obstacles [4] - The market is moving towards higher line counts, with 64-line and 96-line LiDAR gradually being phased out in favor of 192-line models, as seen in the launch of the Shangjie H5 [7][10] Group 2: Technological Advancements - "True 192-line" LiDAR, which can simultaneously emit and receive 192 laser beams, significantly enhances detection distance, resolution, and point cloud density, allowing vehicles to identify potential obstacles from greater distances [10][13] - The latest models, such as the SOTER EMX, showcase advancements in design and technology, achieving a compact form factor while maintaining high performance, thus facilitating broader adoption in various vehicle types [14][15] Group 3: Competitive Landscape - The automotive market is witnessing a push for "intelligent driving equity," with many manufacturers adopting advanced driving features as standard in vehicles priced above 150,000 yuan, indicating a shift towards more accessible safety technologies [16][17] - The introduction of 192-line LiDAR as a standard feature in Huawei's models may create competitive pressure on other manufacturers that have not yet adopted similar technologies [18][19]