Core Insights - The company views the wave of intelligent transformation as a long-term strategic opportunity, focusing on deepening industry applications of AI in various sectors such as healthcare, steel production, and oil and gas exploration [2][5] Group 1: Achievements in 2025 - The company assisted operators in building 5G-A networks, providing high-speed connectivity to 60 million users [4] - The HarmonyOS ecosystem has accelerated from "usable" to "user-friendly," 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 developed over 6,800 partners and 3.8 million developers, while the openEuler operating system has been installed on over 16 million units [4] - The company 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 Focus for 2026 - The company aims to strengthen vertical industry operations and leverage its "mixed" advantages to enable intelligent transformation across various sectors [7] - Plans to build an open-source Kunpeng and Ascend ecosystem to empower partners in developing products that meet diverse industry needs [7] - The "water strategy" will enhance pipeline flow, integrating AI into communication networks to transition from connectivity to "intelligent connectivity" [7] - The company will prioritize consumer experience to enrich the HarmonyOS ecosystem and enhance AI experiences for end-users [7] - The focus will also include enhancing AI data centers for greater efficiency and implementing liquid cooling for fast charging solutions [7]

今日上午，华为轮值董事长孟晚舟发表2026年新年致辞，题为《追风赶月莫停留，平芜尽处是春山》。 "面向未来，智能化变革浪潮奔涌，这是我们面临的长期战略机遇。"孟晚舟写道：时不我待，智能时代的新征程已经开启，"过去的成功并 非未来的航标，我们深信，在充满不确定性的智能化远航中，最终的胜利，属于那些敢于挺身而出、勇于自我批判的奋斗者。" 以下为新年致辞原文： 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 ...

Core Viewpoint - The company emphasizes its achievements in 2025 and outlines its strategic opportunities in the wave of intelligent transformation, highlighting the importance of adaptability and continuous improvement in the face of uncertainty [1][6][9]. Group 1: Achievements in 2025 - The company assisted operators in building 5G-A networks, providing high-speed network connectivity to 60 million users [5]. - The Harmony ecosystem has accelerated from "usable" to "user-friendly," with over 36 million devices running Harmony 5.0 and above [5]. - Collaborating with automotive partners, the company equipped over 1.4 million passenger cars with smart driving capabilities, achieving nearly 7 billion kilometers of assisted driving mileage [5]. - The Kunpeng ecosystem has developed over 6,800 partners and 3.8 million developers, with the openEuler operating system installed on over 16 million units [5]. - The Ascend ecosystem has over 3,000 partners and 4 million developers, with the Atlas 900 super node serving various industries, including internet, finance, telecommunications, and power [5]. - The company has 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 [5]. Group 2: Future Strategic Directions - The company identifies the wave of intelligent transformation as a long-term strategic opportunity, focusing on deepening industry verticals and enabling intelligent transformation across various sectors [6][7]. - Plans include building an open-source Kunpeng and Ascend ecosystem to empower partners in developing products that meet diverse industry needs [8]. - The company aims to enhance consumer experiences through the Harmony ecosystem and improve AI integration in communication networks [8]. - Future initiatives will focus on reconstructing AI data centers and enhancing charging experiences with liquid cooling and ultra-fast charging technologies [8]. Group 3: Call to Action - The company acknowledges the challenges ahead but emphasizes the necessity of facing them head-on, believing that success belongs to those who dare to take risks and engage in self-criticism [9]. - A commitment to strategic focus and organizational strength is highlighted as essential for achieving success in 2026 [9].

Core Insights - Huawei's rotating chairman Meng Wanzhou highlighted the company's achievements in 2025, including advancements in 5G-A, HarmonyOS ecosystem, autonomous driving technologies, and AI applications in various industries [1][3] - The company aims to leverage long-term strategic opportunities presented by the wave of intelligent transformation, focusing on vertical industry operations and enhancing its ecosystem [1][3] Group 1: Achievements in 2025 - Huawei made significant progress in 5G-A construction and the HarmonyOS ecosystem, enhancing user experience and industry applications [1] - The company developed key technologies such as Kunpeng, openEuler, Ascend, and super nodes, contributing to AI implementation and green energy solutions [1] - Notable efforts included overcoming challenges in extreme environments, such as high temperatures and high altitudes, to ensure network reliability and service delivery [3][4] Group 2: Strategic Focus for 2026 - Huawei's 2026 strategy emphasizes strengthening vertical industry operations and leveraging its diverse capabilities to facilitate intelligent transformation across various sectors [1] - The company plans to build an open-source ecosystem around Kunpeng and Ascend, enabling partners to develop products that meet diverse industry needs [1] - Initiatives include integrating AI into communication networks, enhancing consumer experiences through the HarmonyOS ecosystem, and improving AI data center efficiency [1][3]

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 ...