Core Insights - The core message of Huawei's 2026 New Year address by rotating chairman Meng Wanzhou emphasizes the company's strategic focus on the integration of AI with industry, marking a new phase of "systemic reconstruction" [4][5][6] Group 1: Strategic Direction - Huawei identifies a key trend: the integration of AI with industry will lead to systemic value reconstruction, moving beyond mere efficiency improvements to transformative impacts on organizational structures and business processes [5][6] - The company aims to transition from being a "technology giant" to an "industry enabler," focusing on creating systemic competitive advantages rather than isolated technological advancements [11][12] Group 2: Business Achievements - In 2025, Huawei achieved significant milestones across various sectors, including providing 5G-A network services to 60 million users and equipping over 1.4 million vehicles with smart driving capabilities [9][10] - Financially, Huawei reported a revenue of 427.04 billion yuan in the first half of 2025, a year-on-year increase of 3.95%, with a net profit of 37.20 billion yuan and R&D investment of 96.95 billion yuan, representing 22.7% of revenue [9][10] Group 3: Strategic Focus Areas for 2026 - Huawei's seven strategic focus areas for 2026 include enhancing vertical industry operations, building an open ecosystem for AI, integrating AI into communication networks, and promoting the HarmonyOS ecosystem [10][11] - The company aims to leverage its past experiences to create a "composite force" that integrates various capabilities to reconstruct core business processes across industries [10][11] Group 4: Organizational Philosophy - Meng Wanzhou emphasizes a "striver spirit" to navigate uncertainties, advocating for a focus on strategic clarity and quality over mere expansion [14][15] - The company is undergoing a transformation from broad technological exploration to focused value cultivation in the era of intelligence, indicating a shift towards a more mature and precise development phase [15][16]