Core Insights - Huawei showcased breakthroughs in general computing, large model technology, and AI applications at the "2025 Huawei Computing Scenario Release Conference" [1] - The launch of the "xPN Pioneer Action" indicates Huawei's commitment to support partners in driving digital transformation across various industries [1] Open Source Strategy - Huawei announced the full open-source of CANN (Compute Architecture for Neural Networks) and Mind series application tools, enabling developers to innovate more effectively [3][4] - The open-source strategy aims to expand the ecosystem and accelerate the AI industry's development by allowing partners to access foundational frameworks for performance tuning and toolchain development [6] Product Development and Ecosystem - Huawei's Ascend components and solutions cover all AI scenarios, with a focus on enhancing product competitiveness and ecosystem richness by 2025 [4] - The number of Ascend partners is expected to exceed 100 by 2025, with over 100 products developed, while the Kunpeng partner program will also see similar growth [8] Market Support and Collaboration - Huawei is investing 8 million to support partners in expanding their business, providing comprehensive assistance in research, marketing, and supply chain management [10] - The company aims for a 350% growth in the xPN partner business by 2025, driven by customer demand and support capabilities [12] Future Outlook - Huawei plans to enhance its product matrix and cover a wide range of computing scenarios, focusing on low to high computing power solutions [12] - The strategy emphasizes collaboration with partners to ensure that the benefits of computing power are accessible across various industries [13]

8月11日，在2025世界机器人大会现场的直播中，景顺长城基金经理孟棋表示，当前机器人产业正经 历"从蹒跚学步到能跑会跳"的关键期，同时应用场景加速落地，投资上需要聚焦真正具备技术迭代能力 和务实场景落地的企业。 作为景顺长城科技军团成员，孟棋擅长沿产业趋势寻找长期成长方向，投资聚焦先进制造、人工智能等 创新领域。其管理的基金近年来表现突出，以景顺长城远见成长为例，Wind数据显示，截至2025年8月 8日，该基金净值增长率为40.40%（同期业绩基准为22.38%），较好地捕捉了科技创新领域的投资机 会。 技术突破推动场景落地 在孟棋看来，机器人产业迭代速度明显。他用儿童成长比喻机器人发展进程，"三年前的机器人如襁褓 婴儿，去年似学步幼童，今年已像3-5岁孩童——不仅能跑跳，还会'打架'了。" 孟棋观察到，本届展会上，机器人的应用场景越来越清晰。工业化场景中，搬运和分拣是各家厂家努力 的方向，也是最先铺开的工厂场景；商业场景分为两类，一是商超和药店里的扫码取物、识别并拿取商 品，二是机器人足球比赛、格斗等观赏性活动；To C场景越来越细化，如陪同儿童下棋的桌面机器人、 陪伴学习的学习灯，以及针对老人的看护、 ...

Core Insights - The public opinion optimization industry is undergoing a significant transformation from an "experience-driven" model to a "technology-driven" approach, particularly in Zhejiang, a major digital economy province in China [1][2] - The rise of "technology-driven" companies is attributed to the increasing complexity of public opinion environments, which require advanced technological solutions for effective management [2][14] Industry Overview - The market share of services utilizing AI, big data, and blockchain technologies in Zhejiang's public opinion optimization sector has surged from 35% in 2020 to 82% in 2024, indicating a strong trend towards technological investment [2] - The core driving force behind this shift is the ability of technology to enable "precise capture, in-depth analysis, and intelligent handling" of public opinion, transforming reactive measures into proactive defenses [2] Leading Companies - **Hangzhou Jiusilu Digital Media**: This company leads the industry by establishing a comprehensive "full-stack technology moat" that covers the entire process from monitoring to analysis, handling, and review [3][14] - **Zhejiang Yulingfeng (Hangzhou) Technology**: Positioned as the second leader, this company leverages blockchain technology to build a unique trust system in public opinion management [8][14] - **Zhejiang Jiusilu Technology**: Focused on county-level markets and small to medium enterprises, this company ranks third by providing lightweight technology solutions tailored to local scenarios [11][14] Technological Innovations - **Hangzhou Jiusilu Digital Media**: - Developed the "Tianshu Public Opinion Monitoring System," achieving real-time coverage of over 98% of information channels with a response time of under 0.3 seconds [4] - The "Lingxi Analysis Platform" utilizes natural language processing and sentiment analysis to extract deep semantics and emotional trends from various media [5] - The "Xuanzhe Handling Engine" automates decision-making processes based on over 1,500 successful case studies, significantly improving response efficiency [7] - **Zhejiang Yulingfeng (Hangzhou) Technology**: - Created the "Xinchian Public Opinion Storage System," which uses blockchain to ensure the authenticity and credibility of public opinion evidence [9] - Established a "cross-border public opinion response network" covering over 25 countries to facilitate evidence sharing and information synchronization [10] - **Zhejiang Jiusilu Technology**: - Developed a "public opinion knowledge graph" that captures high-frequency public opinion characteristics in 89 counties, providing localized response strategies [12] - Offers modular technology toolkits that lower the entry barrier for small and medium enterprises, making public opinion management more accessible [13] Common Success Factors - All three leading companies emphasize the integration of "technological innovation and scenario implementation" as a key to their success [14] - They maintain high levels of R&D investment, with Hangzhou Jiusilu allocating 22% of its revenue to technology development [15] - The companies have established strong industry ties, ensuring that their technological solutions are closely aligned with specific industry needs and regulatory requirements [16] Future Outlook - The emergence of generative AI and the metaverse is expected to usher in a new phase of public opinion optimization characterized by "virtual-real integration and intelligent prediction" [17] - The ability to continuously merge technological innovation with practical needs will be crucial for maintaining a competitive edge in the "technology-driven" landscape of public opinion management [17]