Core Viewpoint - Huawei emphasizes strategic focus and organizational strength to navigate challenges and seize long-term opportunities in the wave of intelligent transformation [1][9]. Group 1: Achievements in 2025 - Huawei assisted operators in building 5G-A networks, providing high-speed connectivity to 60 million users [4]. - The HarmonyOS ecosystem has accelerated, with over 36 million devices running HarmonyOS 5.0 and above [4]. - Collaborated with automotive partners to equip over 1.4 million vehicles with smart driving capabilities, covering nearly 7 billion kilometers of assisted driving [4]. - The Kunpeng ecosystem has grown to over 6,800 partners and 3.8 million developers, with the openEuler operating system installed on over 16 million units [4]. - The Ascend ecosystem has developed over 3,000 partners and 4 million developers, with the Atlas 900 super node serving various industries [4]. - In green energy, Huawei produced over 20 trillion kilowatt-hours of green electricity, saving 150 billion kilowatt-hours and reducing emissions by 1.06 billion tons, equivalent to planting 1.45 billion trees [4]. Group 2: Future Strategic Directions - The company aims to strengthen vertical industry operations and leverage its diverse advantages to facilitate intelligent transformation across various sectors [8]. - Huawei plans to build an open-source ecosystem for Kunpeng and Ascend, enabling partners to develop products that meet diverse industry needs [8]. - The "water strategy" will enhance pipeline flow, integrating AI into communication networks to transition from connectivity to "intelligent connectivity" [8]. - The focus will remain on consumer experience to enrich the HarmonyOS ecosystem and enhance AI experiences for end-users [8]. - The company will work on reconstructing AI data centers to maximize output efficiency and improve charging experiences with liquid-cooled fast charging technology [8].

Core Viewpoint - Huawei's rotating chairman Meng Wanzhou delivered a New Year address reflecting on the company's achievements in 2025 and outlining strategic focuses for 2026, emphasizing resilience, professionalism, and passion in overcoming challenges and creating value [1][3][6]. Achievements in 2025 - Huawei assisted operators in building 5G-A networks, providing high-speed connectivity to 60 million users [5]. - The HarmonyOS ecosystem progressed from "usable" to "user-friendly," with over 36 million devices running HarmonyOS 5.0 and above [5]. - The QianKun Intelligent Driving system was implemented in over 1.4 million passenger vehicles, accumulating nearly 7 billion kilometers of assisted driving [5]. - The Kunpeng and Ascend ecosystems expanded, with 6,800 and over 3,000 partners respectively, and a developer community exceeding 7.8 million [5]. - The openEuler operating system installation surpassed 16 million units [5]. - Huawei produced over 20 trillion kilowatt-hours of green electricity, equivalent to planting 1.45 billion trees, demonstrating its commitment to green and low-carbon initiatives [5]. Strategic Focus for 2026 - The company aims to enhance vertical industry capabilities, focusing on intelligent transformation across various sectors [4][8]. - Huawei plans to build an open-source Kunpeng and Ascend ecosystem to promote accessible AI computing power [4][8]. - The "Water Strategy" will be employed to stimulate pipeline traffic, transitioning from "connectivity" to "intelligent connectivity" [4][8]. - The company will continue to enrich the HarmonyOS ecosystem, enhancing consumer AI experiences [4][8]. - There will be an acceleration in the large-scale implementation of Harmony Intelligent Driving and QianKun Intelligent Driving to create safe and comfortable travel experiences [4][8]. Call to Action - Meng Wanzhou emphasized that past successes do not guarantee future achievements, urging Huawei employees to strive for quality and strengthen organizational capabilities in the face of uncertainties in the intelligent transformation journey [10][11].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 新浪科技讯 12月30日上午消息，华为轮值董事长孟晚舟今日发布题为《追风赶月莫停留，平芜尽处是 春山》的新年致辞，总结2025年的发展成绩，以及展望2026年的战略方向。 她在致辞中透露，2025年华为助力运营商建设5G-A网络，为6000万用户提供极速网络联接体验；在生 态伙伴的支持下，鸿蒙生态体验加速从"可用"到"好用"，鸿蒙5.0以上终端设备超过3600万；携手车企 伙伴，乾崑智驾累计为140多万辆乘用车装上智慧大脑，辅助驾驶里程近70亿公里；鲲鹏已发展6800多 家合作伙伴、380万开发者，openEuler系操作系统累计装机量超过1600万套；昇腾已发展3000多家合作 伙伴、400万开发者，Atlas 900超节点规模服务于互联网、金融、运营商、电力等行业；与绿色能源客 户并肩前行，累计生产绿电超过2万亿度，节电1500亿度，减排10.6亿吨，相当于种植14.5亿棵树。 面向2026年，她提出，智能化变革浪潮奔涌，这是华为面临的长期战略机遇。终端智能体、辅助驾驶、 无人挖掘机、无人重型矿车……正在改变我们每个人生活生产方式； ...

时光的潮水正漫过2025的岸线，回望这一年的忙碌与奔赴，那些深浅不一的足迹，正是我们奋力向前的最好见 证： 在撒哈拉沙漠南缘，网优工程师穿梭在44℃高温、红土飞扬的街头，厘清网络症结； 在大西洋的七级风浪中，光网专家克服严重晕船，和客户一起定位故障、恢复通信； 在海拔4300米的雪域高原，服务团队缺氧不缺精神，冒着零下15℃的严寒调试光储系统，把绿色电源送入千家万 户； 在凌晨4:30的客户机房，抓住业务流量最小的间隙，研发团队奋战30天的技术方案紧急切换上线； 鸿蒙生态工程师与伙伴一起披星戴月，从第一单外卖、第一条笔记、第一次出行开始，持续提升用户体验； 手语工程师克服专业术语挑战，解决听障用户的售后难题，为他们架起无声的桥梁； 制造工匠深入钻研打螺钉，从小鸡喂食器得到启发，解决了手机微短螺钉供钉器随动打钉技术难题，大幅提升打 钉效率； 支付会计严格遵照公司流程，查授权验文档，以始终如一的匠心，守万亿支付零损失； …… 过去这一年，每一滴汗水都值得称颂！ 我们助力运营商建设5G-A网络，为6000万用户提供极速网络联接体验； 这就是我们在2025年的点滴片段，在世界的每个角落，我们用坚韧克服困难，用专业创造 ...

Core Insights - The company reflects on its achievements in 2025, highlighting significant contributions to various sectors, including telecommunications, AI, and green energy [1][7][8] - The company emphasizes the importance of intelligent transformation as a long-term strategic opportunity, driven by advancements in AI and connectivity [2][9] - The company outlines its strategic focus for 2026, aiming to enhance industry-specific solutions and foster an open ecosystem for AI development [4][10][11] Achievements in 2025 - The company assisted operators in building 5G-A networks, providing high-speed connectivity to 60 million users [7] - Over 36 million devices running HarmonyOS 5.0 and above were deployed, enhancing user experience [7] - Collaborated with automotive partners to equip over 1.4 million vehicles with smart driving capabilities, accumulating nearly 7 billion kilometers of assisted driving mileage [7] - Developed partnerships with over 6,800 companies and 380,000 developers for the Kunpeng ecosystem, with over 16 million installations of the openEuler operating system [7] - In the AI sector, the company explored applications in healthcare, steel production, and oil and gas, creating new industry value [7] - Produced over 2 trillion kilowatt-hours of green electricity, saving 150 billion kilowatt-hours and reducing emissions by 1.06 billion tons, equivalent to planting 1.45 billion trees [7] Strategic Focus for 2026 - The company aims to strengthen vertical industry operations and leverage its diverse capabilities to facilitate intelligent transformation across various sectors [10] - Plans to build an open ecosystem for Kunpeng and Ascend, enabling partners to develop products that meet diverse industry needs [11] - The company will integrate AI into communication networks, transitioning from connectivity to intelligent connectivity [11] - Emphasis on enhancing consumer experiences through the Harmony ecosystem and improving AI experiences for end-users [11] - The company intends to reconstruct AI data centers to maximize output efficiency and enhance charging experiences through liquid cooling technology [11]

追风赶月莫停留，平芜尽处是春山 ——2026年新年致辞 轮值董事长 孟晚舟 时光的潮水正漫过2025的岸线，回望这一年的忙碌与奔赴，那些深浅不一的足迹，正是我们奋力 向前的最好见证： 在撒哈拉沙漠南缘，网优工程师穿梭在44℃高温、红土飞扬的街头，厘清网络症结； 在大西洋的七级风浪中，光网专家克服严重晕船，和客户一起定位故障、恢复通信； 在海拔4300米的雪域高原，服务团队缺氧不缺精神，冒着零下15℃的严寒调试光储系统，把绿色 电源送入千家万户； 在凌晨4:30的客户机房，抓住业务流量最小的间隙，研发团队奋战30天的技术方案紧急切换上 线； 鸿蒙生态工程师与伙伴一起披星戴月，从第一单外卖、第一条笔记、第一次出行开始，持续提升用 户体验； 手语工程师克服专业术语挑战，解决听障用户的售后难题，为他们架起无声的桥梁； 制造工匠深入钻研打螺钉，从小鸡喂食器得到启发，解决了手机微短螺钉供钉器随动打钉技术难 题，大幅提升打钉效率； 支付会计严格遵照公司流程，查授权验文档，以始终如一的匠心，守万亿支付零损失； …… 过去这一年，每一滴汗水都值得称颂！ 我们助力运营商建设5G-A网络，为6000万用户提供极速网络联接体验； 在 ...

Core Viewpoint - The company emphasizes the importance of embracing the wave of intelligent transformation as a long-term strategic opportunity, highlighting that past successes do not guarantee future achievements and that victory belongs to those who dare to confront challenges and engage in self-criticism [1][8]. Group 1: Strategic Focus - The company is committed to deepening its industry vertical operations and leveraging its diverse capabilities to empower various sectors [7]. - A focus on building an open-source ecosystem around its Kunpeng and Ascend technologies aims to meet the diverse needs of different industries [7]. - The "water strategy" is designed to enhance pipeline flow, integrating AI into communication networks to transition from connectivity to intelligent connectivity [7]. Group 2: Technological Advancements - The company is advancing AI technology integration with industry knowledge, shifting from isolated efficiency improvements to enhancing core business operations [6]. - The development of AI data centers is aimed at maximizing output efficiency, ensuring that every watt generates more tokens [7]. - Innovations such as liquid cooling and ultra-fast charging are being implemented to provide high-quality charging experiences wherever needed [7]. Group 3: Ecosystem Development - The company has successfully assisted operators in building 5G-A networks, providing high-speed connectivity to 60 million users [4]. - The HarmonyOS ecosystem has accelerated from being merely usable to highly functional, with 36 million users benefiting from improved experiences [4]. - Collaborations with automotive partners have led to the installation of intelligent systems in over 1.4 million passenger vehicles, enhancing safety and driving experiences [4]. Group 4: Commitment to Sustainability - The company has produced over 20 trillion kilowatt-hours of green electricity, equivalent to planting 1.45 billion trees, showcasing its commitment to sustainability [5]. - The company aims to explore AI applications in various sectors, including healthcare, steel production, and oil and gas exploration, to drive efficiency and innovation [5].

Core Viewpoint - The core message emphasizes the transformative impact of artificial intelligence (AI) on business operations, shifting from efficiency improvements to a comprehensive value reconstruction of core business processes [1][7]. Group 1: Strategic Focus for 2026 - The company will concentrate on vertical industry operations, building an open-source ecosystem for Kunpeng and Ascend, and enhancing the HarmonyOS ecosystem while reconstructing AI data centers [1][8]. - The journey towards strategic goals is acknowledged to be fraught with challenges, but the company is committed to facing these difficulties head-on [1][8]. Group 2: Achievements in 2025 - The company has supported operators in building 5G-A networks, providing high-speed connectivity to 60 million users [5]. - The HarmonyOS ecosystem has seen over 36 million devices with versions above Harmony 5.0, indicating significant user experience improvements [5]. - Collaborations with automotive partners have led to the installation of smart systems in over 1.4 million vehicles, contributing to nearly 7 billion kilometers of assisted driving [5]. - The Kunpeng ecosystem has expanded to over 6,800 partners and 3.8 million developers, while the openEuler operating system has reached an installation base of over 16 million [5]. Group 3: Future Opportunities - The ongoing wave of intelligent transformation presents a long-term strategic opportunity for the company [6]. - The integration of AI into various sectors is expected to enhance operational efficiency and create new value across industries [7]. - The company aims to leverage its strengths in AI and connectivity to drive innovation and improve consumer experiences [7].

Core Viewpoint - The company emphasizes the long-term strategic opportunities presented by the wave of intelligent transformation, which is reshaping production and lifestyle through advanced technologies [1] Group 1: Technological Advancements - Intelligent terminals, assisted driving, unmanned excavators, and unmanned heavy-duty mining trucks are changing the way individuals live and work [1] - The integration of 5G/5G-A and high-speed fiber networks enhances enterprise perception and operational management [1] - Artificial intelligence technology is accelerating its integration with industry knowledge, shifting from isolated efficiency improvements to a systematic value reconstruction of core business operations [1] Group 2: Organizational Transformation - The ongoing transformation is not just a technological iteration but also a profound change in organizational structure, business processes, and corporate culture [1]

公司战略方面，华为强调将强化行业垂直作战，深耕千行百业智能化；持续构建鲲鹏昇腾生态，目前鲲 鹏合作伙伴超6800家，昇腾合作伙伴超3000家；通过"水战略"推动网络从联接到"智联"；鸿蒙AI体验已 上线80余个应用智能体；同时布局AIDC重构与超充网络建设。 华为指出，人工智能技术正加速与行业知识融合，从效率提升转向对企业核心业务的系统性重构。公司 未来三年将坚持战略聚焦，加大根技术投入，并以质取胜，将质量管理提升至战略高度。 面向未来，孟晚舟在致辞中表示，公司战略核心是"战略聚焦"和"以质取胜"。华为将把握智能化变革的 长期机遇，拒绝机会主义，聚焦构筑产品核心竞争力。具体举措包括：未来三年在经济规律逆周期中加 大战略纵深投入，在根技术上进行压强式投入；将质量管理提升到战略高度，以实现"高质量、产品生 命周期内免维护"为目标；同时计划用三年时间完成队伍训练，以培养面向智能时代的攻坚力量。 凤凰网科技讯12月30日，华为副董事长、轮值董事长和首席财务官孟晚舟发布公司2026年新年致辞，披 露了多项核心业务数据，并阐述了未来将坚持"战略聚焦、以质取胜"的发展方向。 华为2025年业务聚焦5G-A、鸿蒙生态、乾崑智 ...