Core Insights - The rapid development of technology has led to deep integration within the industry chain, with many companies excelling in their respective fields while strategically positioning themselves in two key areas: GPU computing power and collaboration within the Huawei ecosystem [1] Company Summaries - Heptagon is a strong player in the smart controller sector, leveraging AI algorithms to enhance the intelligence of home appliances. The company has invested in Moore Threads, entering the GPU market, which will significantly impact its future production capacity. Additionally, its collaboration with Huawei HiSilicon lays a solid foundation for addressing various industry technical challenges and future joint research [3] - Chuling Information has made significant strides in the big data access sector, showcasing leading technology in the industry. By indirectly investing in AI computing power and operations, the company demonstrates a long-term vision for Moore Threads. As part of the Huawei ecosystem, its wholly-owned subsidiary plays a crucial role in technology certification and industry alliances, facilitating the implementation of intelligent customer service and large model technologies [3] - Yingqu Technology focuses on smart hardware manufacturing and has also invested in Moore Threads. Its collaboration with Huawei is vital, as it supplies numerous core components to Huawei's new energy vehicle factories, showcasing strong manufacturing capabilities in smart home and industrial control sectors [3] - Zhejiang University Network New is a notable player in the smart city and cloud service sectors, acting as the general agent for Moore Threads in Zhejiang Province. The company is responsible for distributing and promoting various businesses, including servers and edge computing. Its relationship with Huawei in the Xinchuang and Harmony ecosystem collaboration is significant for driving industrial upgrades and domestic substitution [3] - Kehua Data excels in data center and clean energy solutions, collaborating with Moore Threads and Gui'an New Area to establish an intelligent computing center. This partnership strengthens its connection with Moore Threads in computing resources and provides essential support for Huawei's collaborative development in related fields [3] Emerging Display and Component Innovations - Hanbo High-tech has demonstrated strong technology in vehicle displays and Mini-LED backlight modules, aligning its product layout with the needs of Moore Threads and Huawei ecosystem terminals, catering to multiple application scenarios [4] - Maijie Technology has shown steady development in the electronic components sector, supplying critical magnetic components to Moore Threads and integrating into the computing server supply chain, while also providing power supplies for Huawei's base stations and other core components, showcasing diverse collaborative capabilities [4] Industry Trends - The performance of these companies in smart technology and industry ecosystem collaboration highlights their unique competitive advantages. They are deeply engaged in popular sectors, driving the autonomous and intelligent development of the industry chain [5]