Group 1 - Huawei officially launched the new foldable smartphone Mate XTs, showcasing multiple industry-first features, including the integration of PC version office and drawing software into a mobile device [1] - The AIGC software from Wankey Technology, including the MindMaster and Diagram software, was highlighted during the event, marking a significant step in mobile productivity [1][2] - The Mate XTs features the return of the Kirin chip after four years, generating significant attention in the tech community [1] Group 2 - Wankey Technology's MindMaster is the first professional mind mapping software deeply adapted to the HarmonyOS, offering desktop-level experiences on mobile devices [2] - The company has accelerated its integration into the HarmonyOS ecosystem, with its products being the first to complete adaptation to the system [3] - Wankey Technology has launched a dual-mode strategy, introducing the Wankey Tianmu multimedia model 2.0 and a new AIGC application, enhancing user experience with cost-effective creative solutions [3] Group 3 - Wankey Technology has strengthened its global talent competitiveness, attracting graduates from prestigious universities and launching a recruitment drive for 2026 [4] - The company is recognized as a leading player in the digital creative software sector in China, with a wide product range and significant revenue, often compared to "China's version of Adobe" [4]

Group 1 - Huawei officially launched the new foldable smartphone Mate XTs, featuring multiple industry-firsts, including the integration of PC version office and drawing software into a mobile device, enhancing mobile productivity [1] - The AIGC software from Wanjing Technology, including the MindMaster and Diagram software, was showcased at the event, marking the first time these applications have been adapted for Huawei's new foldable phone [1][3] - The Mate XTs also reintroduced the Kirin chip after a four-year hiatus, generating significant attention in the tech community [1] Group 2 - Wanjing Technology's MindMaster is the first professional mind mapping software deeply adapted to the HarmonyOS, offering desktop-level experiences on mobile devices with features like AI-generated mind maps and PPT conversion [3] - The Diagram software has introduced personalized template recommendations and continues to upgrade its AI creative capabilities, enhancing productivity for users in both learning and work environments [3] - Wanjing Technology has accelerated its integration into the HarmonyOS ecosystem, having completed adaptations for its products and signed a comprehensive cooperation agreement with Huawei to build the HarmonyOS ecosystem [4] Group 3 - Wanjing Technology has been enhancing its global talent competitiveness, attracting graduates from prestigious universities and launching a recruitment drive for 2026, offering high-value positions with competitive salaries [5] - The company is recognized as a leading player in China's digital creative software sector, with a wide product range and significant revenue, operating in over 200 countries and regions [5] - Wanjing Technology's products, including Wanjing Miao Ying and Wondershare SelfyzAI, have positioned the company as the "Chinese version of Adobe" [5]

Group 1 - Huawei launched the new foldable smartphone Mate XTs at an event in Shenzhen, showcasing its latest technology and features [1] - Wankey Technology's products, including Wankey Mind Map and Wankey Diagram, have been adapted for Huawei's new foldable smartphone, enhancing user experience [1] - Wankey Mind Map offers AI features such as one-click mind map generation and conversion to PPT, providing a desktop-level experience on mobile [1] Group 2 - Wankey Technology has accelerated its integration into the HarmonyOS ecosystem, with its products being among the first to adapt to the system [2] - In July, Wankey Mind Map was the first mind mapping application to launch on the Huawei MatePad Pro 12.2-inch tablet, which runs HarmonyOS 5 [2] - A comprehensive cooperation agreement was signed between Wankey Technology and Huawei at the HDC 2025, aiming to build the HarmonyOS ecosystem together [2]

Core Viewpoint - The launch of Huawei Mate XTs Extraordinary Master represents not just a product iteration but a significant breakthrough in mobile terminal boundaries, showcasing Huawei's leadership in foldable screen technology and redefining the standards for the next generation of mobile devices [1][3][14]. Technology Breakthroughs - Huawei has overcome key challenges in hinge systems, screen materials, and software adaptation, resulting in a 10.2-inch ultra-form foldable screen that is only 3.6mm thick when unfolded, providing an immersive visual experience [4][11]. - The device features a space-grade special steel hinge with a tensile strength of 2400Mpa, a self-developed flexible screen that supports all-direction bending (±180°), and a 0.1mm ultra-thin glass that reduces creases while enhancing durability [4][11]. Ecosystem Integration - The Mate XTs Extraordinary Master is the first product in the industry to bridge the boundaries between mobile phones, tablets, and PCs, supporting seamless collaboration across devices and covering various scenarios such as office work, creation, and entertainment [7][12]. - The device allows for free adjustment of application window ratios and multi-window stacking, significantly enhancing multitasking efficiency, particularly for professionals in finance and creative fields [7][9]. Market Position and Growth - According to IDC, the total shipment volume of foldable smartphones in China is expected to grow by 12.6% year-on-year in the first half of 2025, with Huawei achieving a record 75% market share [11][12]. - Since the launch of its first foldable phone in 2019, Huawei has shipped over 10 million units, with the Mate XTs Extraordinary Master alone achieving nearly 500,000 units in its first year, marking a shift from niche technology to mainstream demand [11][12]. Industry Impact - Huawei's innovation in foldable screens has transitioned the technology from "single-dimensional folding" to "multi-dimensional interaction," prompting developers to rethink application adaptation from "screen adaptation" to "scene adaptation" [12][14]. - The release of the Mate XTs Extraordinary Master not only signifies a technological milestone for Huawei but also reflects the broader trend of accelerating the evolution of mobile terminals from traditional "feature phones" to intelligent, personalized "smart terminals" [14].

Core Viewpoint - The launch of Huawei Mate XTs "Extraordinary Master" folding phone signifies a strategic collaboration with three leading companies: Wind, Tencent, and Feishu, highlighting the development of a comprehensive smart interconnectivity ecosystem based on HarmonyOS [1][3]. Group 1: Strategic Partnerships - The inclusion of Tencent represents immersive experiences in entertainment and social interaction [3]. - Feishu symbolizes new productivity in enterprise office and collaboration [3]. - Wind opens up possibilities for professional-grade industry applications, covering the entire user journey in work, life, and investment [3]. Group 2: Wind's Role - Wind's participation is particularly notable as it compresses a complete PC-level financial terminal into a mobile device, addressing the complex needs of financial professionals [4][10]. - The Mate XTs features a 10.2-inch display that allows users to access vast amounts of global data seamlessly [6]. - Multi-tasking capabilities enable users to view financial reports on one screen while accessing databases and market sentiment on another [7]. Group 3: AI Integration - Wind is revolutionizing the work of financial professionals with AI Agents that provide 24/7 assistance [11]. - The AI Briefing Agent delivers global market updates and stock alerts every morning [11]. - The Investment Morning Report Agent monitors global markets overnight and presents results at dawn [11]. Group 4: Future Vision - The collaboration of these three companies at the launch not only supports the Mate XTs but also points towards a future of cross-industry and cross-scenario smart interconnectivity [12]. - For Huawei, this initiative represents both a product and a strategic direction, while for Wind, it is an opportunity to showcase its capabilities [12]. - Users can expect smart devices to evolve from mere tools to integral ecological partners in their daily lives [12]. Group 5: Industry Impact - The Mate XTs folding phone is perceived as a new possibility for financial professionals, investors, and office workers [13]. - Wind's technology allows financial tasks to be performed on-the-go, effectively putting a PC in the user's pocket [13]. - Tencent enhances the immersive experience for entertainment, while Feishu facilitates efficient collaboration across different scenarios [13].

Core Viewpoint - Huawei has invited three strategic partners: Wind, Tencent, and Feishu, representing finance, entertainment, and collaboration, respectively, signaling the construction of a comprehensive smart interconnection ecosystem with the HarmonyOS [1][4]. Group 1: Why These Three Companies? - Tencent's involvement signifies an immersive experience in entertainment and social interaction [4]. - Feishu represents new productivity in enterprise office and collaboration [4]. - Wind opens up possibilities for professional-grade industry applications [4]. Group 2: Wind's Role - Wind's introduction is notable as it compresses a complete PC-level financial terminal into a smartphone, utilizing Huawei's Mate XTs foldable screen [8][10]. - The device features a 10.2-inch large screen for browsing vast data and multi-tasking capabilities, allowing simultaneous viewing of financial reports and databases [9]. - Instant generation of reports and data extraction is facilitated by the Alice series functions, enabling a seamless workflow for finance professionals [10]. Group 3: The Agent Revolution - Wind is transforming the work style of finance professionals with AI Agents that provide 24/7 assistance [11]. - Various agents are designed to deliver market updates, generate reports, and analyze performance, acting as personal research assistants [12]. - The future is envisioned as an era dominated by these agents, enhancing productivity and efficiency for finance professionals [12]. Group 4: Cross-Industry Innovation - Huawei's choice of these three companies reflects their leadership in finance, entertainment, and office collaboration, supporting the application of the foldable screen [14]. - The collaboration indicates a strategic move towards creating a cross-industry, all-scenario smart interconnection ecosystem [14]. - For users, this signifies a shift from tools to smart ecological partners in their daily lives [14]. Group 5: Future Implications - The Mate XTs foldable screen is positioned as a new possibility for finance, entertainment, and office collaboration sectors [15]. - Wind enables finance professionals to carry a PC in their pocket, while Tencent enhances immersive experiences, and Feishu facilitates efficient collaboration [15]. - The foldable device and its capabilities represent a significant advancement in how professionals interact with technology [15].

Core Viewpoint - The collaboration between Huawei and three strategic partners—Wind, Tencent, and Feishu—highlights the development of a comprehensive smart interconnectivity ecosystem, emphasizing the integration of finance, entertainment, and collaboration in the future of technology [3][17]. Group 1: Strategic Partnerships - Huawei's choice of Wind, Tencent, and Feishu as partners represents the pinnacle of their respective fields: finance, entertainment, and office collaboration [3][17]. - The presence of these companies at the launch signifies a commitment to creating a cross-industry, cross-scenario smart interconnectivity ecosystem, moving beyond just mobile devices [17]. Group 2: Wind's Role in Finance - Wind's integration with Huawei Mate XTs allows for a complete PC-level financial terminal experience within a mobile device, catering to the complex and high-frequency needs of finance professionals [8][19]. - The device features a 10.2-inch display for browsing vast amounts of data, multi-tasking capabilities for simultaneous tasks, and instant data generation through the Alice series, enhancing productivity [9][10]. Group 3: AI Agent Revolution - Wind is introducing AI Agents that transform the work processes of finance professionals, acting as personal research assistants and report generators available 24/7 [12][14]. - The future is envisioned as an era dominated by these Agents, with each finance professional potentially utilizing multiple Wind Agents for various tasks [15]. Group 4: Cross-Industry Innovation - The collaboration aims to enhance user experiences across different sectors: Wind makes finance portable, Tencent elevates immersive entertainment experiences, and Feishu facilitates efficient cross-scenario collaboration [19]. - The launch of the Mate XTs is positioned not just as a technological advancement but as a strategic move towards a future where smart devices serve as ecological partners rather than mere tools [17][19].

Core Insights - Huawei has launched the second generation of its foldable smartphone, Mate XTs, featuring the Kirin 9020 chip and HarmonyOS 5.1, achieving a 36% performance improvement [1] - The new device integrates PC-like applications and multitasking capabilities, allowing users to manage multiple windows efficiently, enhancing mobile productivity [1] - Huawei remains the only manufacturer to achieve mass production of tri-fold smartphones in the industry [1] Market Position - The Mate XTs will officially go on sale on September 12, starting at a price of 17,999 yuan [2] - According to IDC, Huawei is projected to capture 75% of the Chinese foldable smartphone market share by the first half of 2025, with nearly 500,000 units of tri-fold phones sold [2] - The overall foldable smartphone market in China is expected to reach 9.47 million units by 2025, indicating strong growth [2] Ecosystem Development - The number of devices running HarmonyOS 5 has surpassed 14 million, up from 12 million recently, showcasing rapid ecosystem growth [2] - Major internet applications have adapted to HarmonyOS, with additional mid-tail applications being integrated, indicating a robust and user-friendly ecosystem [2]

Core Viewpoint - Huawei has launched the Mate XTs, the first foldable smartphone equipped with HarmonyOS 5, which supports PC-level applications and aims to enhance user experience across various scenarios, particularly targeting high-net-worth individuals. Group 1: Product Features and Applications - The Mate XTs features a 10.2-inch foldable screen that allows users to monitor global stock market dynamics and access financial reports in real-time, significantly improving efficiency for finance professionals [1][2] - The device supports deep integration with applications like Wind Financial Terminal, which can automatically summarize meeting points and analyze sentiment during discussions, enhancing productivity [1] - In the business context, the HarmonyOS version of Feishu adapts to different screen sizes, providing a seamless experience for users transitioning between mobile and PC-like interfaces [2] Group 2: Ecosystem Development - The launch of Mate XTs marks a significant step in enriching the HarmonyOS ecosystem, with over 14 million devices now running HarmonyOS 5 [3] - Numerous popular applications, including QQ, Xiaohongshu, and Meituan, are rapidly updating to enhance user experience, reflecting the ecosystem's vitality and developer commitment [3] - Industry analysts note that the continuous iteration of HarmonyOS applications indicates strong developer interest and investment, contributing to a richer application experience for users [3] Group 3: Future Directions - Huawei's rotating chairman emphasized the need for further refinement of existing applications to achieve an "ultimate" user experience, urging developers to enhance features for better consumer adoption [4] - The call for collaboration among various stakeholders to build a robust HarmonyOS ecosystem highlights the company's commitment to improving functionality and user satisfaction [4]

Core Viewpoint - Huawei has launched the Mate XTs, the first foldable phone equipped with HarmonyOS 5, starting at a price of 17,999 yuan, marking a significant step in the integration of its mobile ecosystem [1][3]. Group 1: Product Launch and Features - The Mate XTs is the first foldable phone to fully support PC applications, showcasing Huawei's ambition to enhance productivity through its devices [1][6]. - The device utilizes the Kirin 9020 chip, which is the first appearance of Kirin chips at a Huawei launch event in four years [1]. - The phone supports a seamless transition between different usage modes, allowing for enhanced multitasking capabilities [6][7]. Group 2: Market Position and Growth - According to IDC, Huawei holds a 75% market share in the Chinese foldable phone market, with 3.74 million units shipped, making it the first Chinese brand to exceed 10 million cumulative shipments of foldable phones [3][4]. - The Chinese foldable phone market is projected to maintain over 40% of the global market share in the next five years, indicating strong growth potential [4]. Group 3: Ecosystem Development - HarmonyOS 5 has surpassed 14 million terminal devices, with plans to align its ecosystem with Android and iOS by the end of the year [3][8]. - The integration of various third-party applications, including those traditionally found on PCs, is a key strategy to enhance the HarmonyOS ecosystem [6][9]. - Major applications from Alibaba and Tencent are set to achieve full compatibility with HarmonyOS by September 30, further solidifying the ecosystem [8][9]. Group 4: Challenges and Future Outlook - The development of a unified adaptation standard and tools for software is crucial for the growth of the foldable phone ecosystem, as current applications are primarily limited to basic split-screen functionality [4][9]. - Despite the progress, there are still challenges in achieving a fully optimized ecosystem, as some applications lack comprehensive functionality [9].