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华为提出行业智能化“三步走”路径
Zhong Guo Hua Gong Bao· 2025-10-09 04:28
中化新网讯 "人工智能(AI)系统正以前所未有的速度发展,但企业拥抱AI仍有三大问题需要回答:第 一,如何让企业面向AI的投资,产生真正的商业价值;第二,如何将企业的专有数据资源,转化为竞 争力;第三,如何让AI行业应用,从试点走向规模化落地。"9月18日至20日,在上海举行的华为全联接 大会2025上,华为公司高级副总裁、企业销售总裁陈雷在主题演讲中提出了这样的问题。 会上,华为还联合伙伴发布了9大行业智能化解决方案,包括城市智能中枢&大模型、科技智算实验 室、医技数字化2.0、银行AI与大模型、制造研发数智化、智慧物流与仓储SMART、智慧配电、油气智 慧勘探开发、钢铁高炉炉温预测等。截至目前,华为创建的生态体系已汇聚6300多家鲲鹏伙伴、2700多 家昇腾伙伴、70多家行业咨询公司及750家独立软件开发商。 当前,AI技术正以前所未有的速度发展。如何回答这三个问题,实现AI在千行万业快速落地?结合广 泛的行业实践,华为提出进一步推动行业智能化的"ACT三步走"路径,即评估高价值场景(Assess high- value scenarios),结合垂直行业数据对模型进行校准(Calibrate AI mo ...
“ACT”三步走,破题行业智能化的华为答案
Guan Cha Zhe Wang· 2025-09-26 10:09
文 观察者网 吕栋 但在技术热潮中,企业发现,真正让AI在业务中扎根、生长并结果,远比想象中艰难。归根结底,AI深入核心生产场景,须直面三大关键问 题:商业价值如何体现?专业数据的竞争力如何构建?应用规模化落地如何实现? 实践出真知。华为通过与银行、电力、医疗等行业伙伴的共同探索发现,行业智能化并非单一技术突破,而是一个包含场景、数据、智能体、 人机协作与治理的系统工程。结合更广泛的实践,华为归纳出了能够帮助行业智能化进一步推进的"五大关键发现"。 第一,场景选择至关重要。 AI的价值更在于与核心生产场景深度融合,从而重塑流程,推动智能产品与服务的交付方式。 第二,垂域数据的 质量,决定行业模型的能力。 行业智能化的落地,仅依赖开箱即用的通用模型是不够的。企业必须基于自身及所在行业积累的大量高质量数 据,对通用模型进行训练和调优,才能形成专属的行业模型,构筑差异化竞争力。 第三,智能体(AI Agents)正在快速规模化,驱动对大规 模推理的旺盛需求。第四,人机协作正在成为新的组织范式。第五,系统化治理与风险管理是必须守护的底线,必须建立有效的治理机制,确 保AI的应用安全、可持续、可信赖。 人工智能的浪潮奔 ...
数据转价值、应用规模化,华为提出“ACT三步走”路径为企业智能化转型解题
Huan Qiu Wang Zi Xun· 2025-09-22 02:35
来源:环球网 【环球网科技报道 记者 张阳】在数字经济深度与实体经济相融合的当下,AI技术已从实验室走向产业 一线,成为驱动千行万业变革的核心力量。然而,企业在智能化转型中普遍面临"投资难见回报""数据 难转价值""应用难规模化"三大痛点。在华为全联接大会2025上,华为公司高级副总裁、企业销售总裁 陈雷发表"跃升行业智能化,千行万业启新程"主题演讲。演讲不仅通过真实案例拆解了行业智能化的实 践密码,更提出"ACT三步走"实施路径,为企业破解转型困境提供了系统性解决方案,其观点背后折射 出的行业趋势与实践逻辑,值得深入解读。 华为公司高级副总裁、企业销售总裁 陈雷 从案例到规律:五大关键发现锚定行业智能化核心痛点 陈雷在演讲中提出,"人们已不再问"为什么(Why)"要用AI来赋能千行万业;现在,更多人关心的 是,AI技术要如何(How)才能真正为千行万业创造实实在在的价值。"这一转变,精准地捕捉到了当 前AI产业发展的关键瓶颈,即技术能力与商业价值之间的鸿沟。 华为并未空谈理论,而是实践出真知。通过电力、医疗等垂直行业的实践案例,直观展现华为的解决方 案,通过具象化的成果验证AI的价值。 电力行业的实践聚焦" ...
深读100:两大光伏龙头握手言和;华为提出行业智能化“三步走”路径
Mei Ri Jing Ji Xin Wen· 2025-09-21 13:39
Group 1 - The automotive market is increasingly prioritizing design and aesthetics, with a call for manufacturers to focus on creating visually appealing vehicles to differentiate their products [1] - Leading solar companies Longi Green Energy and JinkoSolar have reached a settlement regarding global patent disputes, establishing a model for intellectual property cooperation in the industry and shifting the focus from price competition to technology-driven strategies [1] Group 2 - Research from Bank of America and Morgan Stanley indicates that major US tech companies are heavily investing in AI infrastructure, with capital expenditures nearing the peak levels seen during the internet bubble, potentially leading to a price war in cloud services by 2027 if supply and demand become imbalanced [2] - Huawei has proposed a three-step approach to industry intelligence, which includes integrating AI with core business functions, transforming data into industry-specific models, and scaling the deployment of AI agents to reshape key business processes [2]
华为提出行业智能化“ACT三步走”实施路径 发布9大行业智能化解决方案
Zheng Quan Ri Bao Wang· 2025-09-19 13:11
本报讯(记者贾丽)在华为全联接大会2025期间,华为技术有限公司(以下简称"华为")高级副总裁、企业 销售总裁陈雷发表了"跃升行业智能化,千行万业启新程"的主题演讲,分享了华为关于行业智能化转型 的最新思考与实践,并提出进一步推动行业智能化落地的"ACT三步走"实施路径。在现场,华为还联合 伙伴发布9大最新的行业智能化解决方案。 当日,华为还发布了联合伙伴开发的9大行业智能化解决方案,包括城市智能中枢&大模型、科技智算 实验室、医技数字化2.0、银行AI与大模型、制造研发数智化、智慧配电、油气智慧勘探开发、钢铁高 炉炉温预测等。 助力行业智能化落地的"ACT三步走"实施路径 在上述五个发现的基础上,结合广泛的行业实践,华为提出进一步推动行业智能化的"ACT三步走"路 径,即:评估高价值场景,结合垂直行业数据对模型进行校准,规模化部署AI智能体以重塑关键业 务。 比如,在"评估高价值场景"方面,华为提出"AI场景选择评估框架",从商业价值、场景成熟度、业务与 技术融合度,三个维度进行综合评估。迄今,该框架已帮助企业识别并落地了1000多个AI核心生产场 景。 陈雷提到,要实现上述ACT路径,企业需要具备面向AI ...
华为全联接大会今日启幕;哈啰Robotaxi获阿里巴巴战略投资
Mei Ri Jing Ji Xin Wen· 2025-09-18 01:17
Market Overview - The market experienced an upward trend on September 17, with the robot concept stocks remaining strong, as the Robot ETF (562500) rose by 1.58%, achieving a "three consecutive days" increase [1] - The total trading volume reached 2.635 billion, with significant capital inflow into the robot sector, as the Robot ETF attracted 501 million in a single day and a total of 1.729 billion over the last five trading days [1] - The Robot ETF's latest scale reached 20.75 billion, marking it as the only robot ETF in the market exceeding 20 billion, establishing it as a "battleship" in the sector [1] Key Events - Huawei's annual flagship event, the Huawei Connect 2025, is scheduled for September 18-20, 2025, in Shanghai, focusing on "leaping industry intelligence" and introducing new digital infrastructure products and solutions [2] - On September 17, Hello announced that its Robotaxi business received strategic investment from Alibaba Group [3] - On the same day, iFlytek launched a multi-language AI model base and products for the ASEAN region, signing partnerships with countries like Laos, Malaysia, and Thailand [3] Institutional Insights - According to Minsheng Securities, the Huawei Connect 2025 will feature over 300 keynote speeches and a 22,000 square meter intelligent exhibition area, indicating a strong push for domestic AI infrastructure from both software and hardware perspectives [4] - The report suggests that leading companies in Huawei's supply chain are likely to benefit, with a focus on the Hongmeng operating system and Ascend industry chain [4] Popular ETFs - The Robot ETF (562500) is highlighted as the only ETF in the market with a scale exceeding 20 billion, providing investors with a comprehensive exposure to the Chinese robot industry [5] - The Sci-Tech AI ETF (589010) is described as the "brain" of robotics, offering a 20% fluctuation range and capturing the "singularity moment" in the AI industry [5]
下周关注:华为全球创新产品发布会将举行 这些投资机会最靠谱
Di Yi Cai Jing· 2025-09-14 02:03
【重磅新闻】 8月国民经济运行数据将公布 9月15日,国家统计局将公布8月工业增加值、固定资产投资、社零等经济数据。国务院新闻办公室定于9月15日上午10时举行新闻 发布会,国家统计局新闻发言人、总经济师、国民经济综合统计司司长付凌晖介绍2025年8月份国民经济运行情况,并答记者问。 美联储将公布利率决议 9月18日,美联储将公布利率决议。CME"美联储观察"的数据显示,美联储9月降息25个基点的概率为92%,降息50个基点的概率 为8%。 中国对俄将试行免签 | | | 下周解禁个股 | | | | | --- | --- | --- | --- | --- | --- | | 个股代码 | 公司简称 | 解禁日期 | 解禁数量 | 解禁数量 占总股本比 | 解禁市值 | | | | | (亿股) | 例 | (亿元) | | 688085.SH | 三友医疗 | 9/15 | 0.156 | 4.69% | 3.278 | | 688175.SH | 高凌信息 | 9/15 | 0.560 | 43.30% | 12.634 | | 301161.SZ | 唯万密封 | 9/15 | 0.667 | 55 ...
欧普照明(603515):营收端相对底部,盈利能力稳健
Tianfeng Securities· 2025-08-28 12:44
公司报告 | 半年报点评 欧普照明(603515) 证券研究报告 营收端相对底部,盈利能力稳健 事件: 2025 年 8 月 27 日,欧普照明发布 2025 半年报。2025H1 公司实现营业收 入 32.2 亿元,同比-4.5%,归母净利润 3.7 亿元,同比-4.1%,扣非归母净 利润 2.8 亿元,同比-13.0%。2025Q2 公司实现营业收入 17.3 亿元,同比 -3.2%,归母净利润 2.3 亿元,同比-13.6%,扣非归母净利润 1.9 亿元,同 比-12.1%。 点评: 营收降幅逐季收窄。公司 25Q2 收入同比下滑 3.2%,对比 24Q3/24Q4/25Q1 (yoy 分别-14%/-11%/-6%)降幅进一步收窄。公司在行业发展相对疲软的 周期,积极修炼内功、打磨中长期竞争力,加速渠道下沉与海外拓展,凭 借成熟的营销团队和全国覆盖的渠道网络,提升了商用、电商及国际市场 的渗透力。 毛利率同比回升,捐赠影响表观业绩。公司 25H1 毛利率 38.1%,可比口径 同比-0.3pct,净利率同比持平。2025Q2 毛利率同比+0.6pct 至 39.6%,费 用率整体平稳,销售/管理/研发 ...
福耀玻璃(600660):2025年半年报点评报告:1H25业绩超预期,业务协同持续提升盈利能力
EBSCN· 2025-08-21 05:19
Investment Rating - The report maintains a "Buy" rating for both A-shares and H-shares of Fuyao Glass [4][6]. Core Views - Fuyao Glass's 1H25 performance exceeded expectations, with total revenue increasing by 16.9% year-on-year to RMB 21.45 billion, and net profit attributable to shareholders rising by 37.3% to RMB 4.81 billion [1]. - The company is expected to benefit from the acceleration of industry intelligence, leading to an upward revision of net profit forecasts for 2025E, 2026E, and 2027E by 15%, 13%, and 14% respectively [4]. Summary by Sections Financial Performance - In 1H25, Fuyao's automotive glass sales grew by 9.3%, with average selling price (ASP) increasing by 6.2%, resulting in automotive glass revenue of RMB 19.5 billion, a year-on-year increase of 16.2% [2]. - The gross margin for 1H25 was 37.1%, with a notable improvement in 2Q25, where the gross margin reached 38.5% [2]. Capacity Expansion and Business Synergy - The company invested RMB 2.86 billion in capital expenditures in 1H25, focusing on the second phase of the U.S. factory and new plants in Anhui and Fujian [3]. - Fuyao has established synergy between its automotive glass and aluminum trim businesses, enhancing its market position [3]. Profitability and Valuation - The report projects a steady increase in gross margin due to cost control and operational efficiency, with expectations for continued growth in 2H25 as the U.S. factory ramps up production [2]. - The target prices for A-shares and H-shares have been adjusted to RMB 77.58 and HKD 84.97 respectively, corresponding to a PE ratio of approximately 20x for 2025E [4].
华为全联接大会2025将举行
news flash· 2025-07-18 04:12
Group 1 - Huawei will hold the Huawei Connect 2025 conference in Shanghai from September 18 to 20, 2025, with the theme "Leap to Industry Intelligence" [1]