Group 1 - JD Express officially announced its integration with HarmonyOS Meta Service, becoming the first express company to embrace this unique service form within the HarmonyOS ecosystem [1] - The collaboration aims to leverage the core advantages of HarmonyOS Meta Service, such as no installation, instant access, and cross-device flow, to enhance the express service experience for HarmonyOS users [1][7] - JD Express has already established a foundation for cooperation with HarmonyOS, being one of the first to integrate express application services and deploy the HarmonyOS quick access feature [7] Group 2 - HarmonyOS Meta Service is a lightweight program that offers features like instant opening and no installation, providing diverse service options for Huawei users [7] - The integration of JD Express into the HarmonyOS ecosystem enhances the service landscape, with over 30,000 HarmonyOS applications and Meta Services being updated and developed by June 2025 [8] - Future collaboration will explore the integration of AI models with logistics scenarios, enhancing smart logistics services through voice interaction with HarmonyOS AI assistant [8]

Group 1: Company Position and Performance - The company holds a leading position in enterprise email, AI full-stack technology, and intelligent digitalization, with AI applications accounting for approximately 19% of revenue in the first half of 2025, projected to reach around 25% for the full year [1][2] - Revenue for the first three quarters of 2025 reached 1.341 billion yuan, representing a year-on-year growth of 10.81% [2] - The company has a robust order backlog and is positioned as an "AI + industry" solution provider, combining software technology and AI innovation capabilities [2] Group 2: AI and Technology Development - The company has launched various AI products, including enterprise brain, AI voice assistant, and digital human, which are widely used in telecommunications, finance, energy, and transportation sectors [2] - The Rich AIBox platform is designed to support Huawei's super AI applications, enhancing industry AI application deployment [6] - The company has achieved Ascend Native certification, indicating deep integration with Huawei's Ascend computing capabilities [6] Group 3: Strategic Partnerships and Collaborations - The company has not engaged in direct collaboration with OpenAI but focuses on its own AI technology development, particularly in industry models and AI application platforms [2][3] - The RichMail email product has received certification from Huawei's Kunpeng, Ascend, and Euler technologies, with ongoing collaboration primarily in the Harmony ecosystem and enterprise-level AI applications [3] Group 4: Future Outlook and Growth Potential - The company aims to enhance its AI core technology research and application deployment, with expectations for significant growth in AI revenue and profits over the next three years [4] - The company is exploring opportunities in AI healthcare and has a technology reserve in this area, although it has not yet ventured into brain-computer interface applications [4] Group 5: Investor Concerns and Market Confidence - Concerns have been raised regarding significant share reductions by three major shareholders, impacting investor confidence and the company's stock performance [5] - The company is encouraged to seek strategic investors to alleviate market pressure and boost investor confidence [5]

Core Insights - WanKa YiLian's subsidiary, Huanyujidao Cultural Media, has officially become a Platinum Service Provider for Huawei's Petal Ads in the N1 domain for 2025, marking a strategic positioning in the HarmonyOS smart marketing ecosystem and validation of its AI technology barriers [1][2] - The upgrade to Platinum status signifies a transition from "commercial services" to "ecosystem co-construction," enhancing the company's role within Huawei's advertising framework [1] - The N1 domain covers 13 core industries, including reading, audio-visual, e-commerce, and automotive, directly addressing advertisers' integrated marketing needs [1] Financial Performance - For the first half of 2025, the company reported a revenue increase of 39% to 1.7 billion yuan, with an annual growth forecast raised to 50%, driven primarily by the large-scale implementation of AI technology [1] Strategic Developments - In September, WanKa YiLian partnered with Alibaba Cloud to integrate the Qwen3 model, leveraging vast user behavior data for automated advertising decision-making [2] - The Platinum Service Provider qualification is seen as a closure of the "AI + ecosystem" strategy, injecting validated AI decision-making capabilities into the HarmonyOS traffic pool, creating a data flywheel that is difficult for competitors to replicate [2] - The company is transitioning from a traditional mobile marketing service provider to a core infrastructure player within the HarmonyOS ecosystem, with the Platinum status securing a position at the IoT traffic entry point [2]

万咖壹联(01762)旗下子公司欢聚时代文化传媒(北京)有限公司正式荣膺2025年度华为鲸鸿动能(Petal Ads)N1领域铂金服务商——这一最高等级资质认证，标志着公司在鸿蒙全场景智慧营销生态中的战略 卡位与AI技术壁垒再获权威验证，为其在万亿级物联网流量市场的价值重估注入强劲催化剂。 此次铂金代理资质，正是"AI+生态"战略的闭环——将已验证的AI决策能力注入鸿蒙全场景流量池，构 建竞品难以复制的"生态级数据飞轮"，在提升广告主效能的同时，进一步巩固自身议价能力与市场份 额。 截至2025年，鸿蒙生态设备量已突破10亿台(覆盖手机、平板、车机、智慧家居等诸多领域)，截止25年 6月原生应用及元服务规模达3万个，年内有望突破10万个，用户时长覆盖率99.9%。鸿蒙生态流量即将 进入商业价值的集中兑现期。万咖壹联作为鲸鸿动能的铂金服务商的稀缺标的，已构建起"广度+深 度"的双重护城河： 广度：服务客户超200家，实现13大行业全品类覆盖； 深度：AI营销智能体深度融合鸿蒙全场景流量，通过"多屏触达+精准决策"实现ROI指数级提升。 技术裂变：AI赋能下的第二增长曲线 公司2025年上半年营收同比增长39%至 ...

Core Insights - WanKa YiLian's subsidiary, Huanyujida Cultural Media, has been awarded the Platinum Service Provider status in the N1 field by Huawei's Petal Ads for 2025, marking a significant validation of the company's strategic positioning in the smart marketing ecosystem and AI technology barriers [1][2] Group 1: Strategic Positioning - The elevation to Platinum Service Provider signifies a shift from "commercial services" to "ecosystem co-construction," enhancing the company's role within Huawei's ecosystem [2] - The N1 field is a core business area for Petal Ads, covering 13 key industries, and the Platinum status reflects Huawei's recognition of the company's capabilities in data insights and AI-driven marketing efficiency [2][3] Group 2: Market Opportunities - By 2025, the HarmonyOS ecosystem is expected to exceed 1 billion devices, with a significant increase in native applications and user engagement, indicating a forthcoming concentration of commercial value [2] - WanKa YiLian has established a dual moat of "breadth and depth," serving over 200 clients across various industries and integrating AI marketing technology to enhance return on investment [2][3] Group 3: Technological Advancements - The company's revenue for the first half of 2025 grew by 39% to 1.7 billion RMB, with a full-year growth forecast raised to 50%, driven by the large-scale implementation of AI technology [3] - The partnership with Alibaba Cloud to integrate advanced AI models aims to automate advertising decision-making processes, reinforcing the company's competitive edge [3] Group 4: Valuation Transformation - The capital market is witnessing a valuation shift for WanKa YiLian from a traditional mobile marketing service provider to a core infrastructure player within the HarmonyOS ecosystem [4] - The Platinum status not only enhances immediate revenue visibility but also secures a strategic position in the future IoT traffic landscape, potentially benefiting from ecosystem expansion and monetization [4]

Core Insights - Softcom Power has achieved significant breakthroughs in collaboration with Huawei in the fields of HarmonyOS ecosystem and server computing power [1][2] - The partnership has evolved from technical adaptation to ecological co-prosperity, focusing on deepening the HarmonyOS ecosystem and deploying Ascend computing power across various industries [2] Group 1: Strategic Collaboration - The strategic collaboration between Softcom Power and Huawei has established a model of "technology co-creation - product co-research - market co-expansion - value sharing" [1] - As a core builder of Huawei's HarmonyOS ecosystem, Softcom Power has developed a comprehensive layout, including the SwanLinkOS, which has become a benchmark for B-end digital infrastructure [1] Group 2: Product Development and Market Impact - Softcom Power has launched the A800I series Kunpeng servers and Ascend training and inference integrated machines, supporting full-link services for large models [2] - The AI quality inspection system in the petrochemical industry has improved detection efficiency by 30 times, while the flood forecasting integrated machine has reduced warning time from hours to minutes [2] Group 3: Industry Applications and Achievements - Softcom Power's government cloud adaptation covers 15 provinces with an order scale exceeding 1.2 billion [1] - The "Cloud Motion Harmony Plan 2.0" initiated in July 2025 aims to promote the integration of "Harmony + AI + Cloud" solutions across various sectors such as retail and education [1]

Core Viewpoint - The foldable smartphone market is transitioning from a growth phase to a mainstream adoption phase, with Huawei leading the industry with a significant market share and innovative product offerings [2][4][10]. Market Position and Share - Huawei holds nearly 70% of the foldable smartphone market share in China as of the first three quarters of 2025, solidifying its position as the industry leader [4][16]. - In the high-end market segment (priced above $600), Huawei captures approximately one-third of the market share, showcasing its dominance in premium offerings [4][10]. - The competitive landscape shows Huawei far ahead, with its closest competitor, Honor, holding only 11.2% market share, while Vivo has 5% [9][10]. Product Innovation and Development - Huawei has introduced a diverse range of foldable smartphones, including large foldable, small foldable, tri-fold, and wide-fold models, making it the most innovative player in the market [21][30]. - The Mate X series, starting with the original Mate X, has set industry standards with its unique hinge design and continuous technological advancements, culminating in the Mate X6 and the groundbreaking Mate XT [22][27]. - The recent launch of the Mate XTs further emphasizes Huawei's commitment to innovation, featuring the world's thinnest tri-fold design and advanced user experience capabilities [24][26]. Ecosystem and User Experience - Huawei's HarmonyOS ecosystem plays a crucial role in enhancing the user experience of foldable smartphones, providing seamless integration across devices and applications [43][44]. - The company has focused on addressing user needs by offering products that combine portability with functionality, appealing to both business professionals and younger consumers [32][41]. Market Trends and Future Outlook - Despite a recent slowdown in overall market growth, Huawei's strategic focus on foldable smartphones has allowed it to maintain a strong position and set industry trends [14][46]. - The increasing acceptance of foldable smartphones among consumers, with 70.1% expressing interest in purchasing one, indicates a robust potential market [32]. - As the foldable smartphone market matures, Huawei is expected to continue leading through technological innovation and ecosystem development, driving further growth in the industry [46].

Core Insights - The collaboration between Softcom Power and Huawei has achieved significant breakthroughs in two core areas: HarmonyOS ecosystem and server computing power, creating a model of "technology co-creation, product co-research, market co-expansion, and value sharing" to continuously release commercial value [1][5] HarmonyOS Ecosystem - Softcom Power has established a comprehensive layout as a core builder of Huawei's HarmonyOS ecosystem, signing the "HarmonyOS Connect Empowerment Support Service Agreement" in March 2025 to solidify its status as a certified ISV [1] - The SwanLinkOS, developed by Softcom Power, has become a benchmark for B-end digital infrastructure, enabling over 1,200 products to connect to HarmonyOS and achieving more than 700 certifications [2] - The "Cloud Motion Harmony Plan 2.0," launched in July 2025, aims to promote the integration of "Harmony + AI + Cloud" solutions across various sectors, including retail and education [2] Computing Power Foundation - The collaboration has achieved a full-stack breakthrough in server and AI computing power, developing hardware products like the A800I series Kunpeng servers and Ascend training and inference integrated machines [3] - The "Tianxuan 2.0" MaaS platform has integrated 432 super node clusters and serves over 200 clients, enhancing efficiency in finance and scientific research [3] - Industry solutions jointly released have significantly improved operational efficiencies, such as a 30-fold increase in detection efficiency for the petrochemical industry [3] Collaborative Upgrade - Following the acquisition of Tongfang Computer, Softcom Power has built a full-stack capability of "AI consulting + hardware manufacturing + software services," forming a tri-party collaboration with Huawei [5] - The "Cloud Motion Digital Intelligence Alliance 2.0" framework has led to the establishment of benchmark projects in smart cities and industrial interconnectivity [5] - Future plans include advancing the open-source HarmonyOS 5.0 adaptation and establishing a Huawei Cloud Intelligent Sales and Service Center in the Middle East to promote domestic digital solutions globally [5]

Core Insights - The recent Hongmeng Conference in Longgang District focused on building the Hongmeng ecosystem, with the establishment of the "Open Source Hongmeng/RISC-V" Industry Alliance and the launch of an innovation competition [1][2] Group 1: Event Overview - The Shenzhen Industrial Software Park welcomed its first batch of 50 enterprises, marking a significant step in the development of the Hongmeng ecosystem [1] - The "Open Source Hongmeng/RISC-V Innovation Application Competition" was initiated with a prize pool of 800,000 yuan, aimed at stimulating ecological vitality [2] Group 2: Industry Development - Longgang is committed to creating a "Hongmeng Zone," focusing on the industrialization of Hongmeng and the integration of industries [1][2] - The district has gathered 110 enterprises related to the Hongmeng ecosystem, emphasizing a collaborative industrial ecology [2] Group 3: Infrastructure and Support - Longgang has planned two major industrial clusters, focusing on operating system technology and smart manufacturing, with the establishment of 11 "Hongmeng Parks" and 5 "Hongmeng Buildings" [3] - The Shenzhen Industrial Software Park spans 56,000 square meters, with a goal to attract over 100 enterprises by 2027, generating an annual revenue of no less than 2.5 billion yuan [3] Group 4: Future Investments - Longgang plans to invest over 10 billion yuan in the next three years for the procurement of Hongmeng-related products and technologies [4] - The district aims to serve as a testing ground and incubator for the open-source Hongmeng ecosystem, providing opportunities for trial and error [4]

Core Insights - The establishment of the Guangdong (Shenzhen) Game Enterprise Service Center and the Guangdong (Shenzhen) Game Overseas Service Center aims to enhance the local gaming industry by providing comprehensive support services [1][3] Group 1: Service Centers Overview - The Guangdong (Shenzhen) Game Enterprise Service Center focuses on resource matching, policy analysis, license consultation, and compliance services, leveraging Nanshan's advantages in innovation, education, and capital [1] - The Guangdong (Shenzhen) Game Overseas Service Center will create a platform for market research, policy consulting, entrepreneurship incubation, distribution operations, and talent empowerment, promoting the growth of overseas gaming enterprises [1][3] Group 2: Collaborative Efforts - The two service centers will collaborate with the Shenzhen (Nanshan) Game Innovation Development Center and the upcoming Shenzhen Game Industry Association to form a three-tiered service system that promotes resource sharing and collaborative development [3] - Partnerships have been established with the Harmony Ecosystem (Shenzhen) Innovation Center and Shenzhen Vocational and Technical University to enhance technology adaptation and talent supply in the gaming sector [3] Group 3: Policy Support - The Nanshan District announced the "Shenzhen Nanshan Promotion of High-Quality Development Support Policy for the Gaming and E-sports Industry," which includes ten specific measures to support startups and attract top-tier gaming clubs [3][4] Group 4: Industry Scale and Growth - The gaming and e-sports industry in Nanshan has reached a scale of over 100 billion, with major companies like Tencent and Dreamland Technology contributing to the ecosystem [4]