今年的政府工作报告，科创产业新词频频出现。 连续出现的"全球级""国家级"新词，代表着各领域最高水平。政府工作报告中，全球首款北斗高精度芯片在汉问世，全球最快磁悬浮 技术、全球最高强度平顶脉冲磁场世界领先。脑机接口、稻米造血实现产业化突破。2家企业入选全国首批领航级智能工厂名单，数量居 全国第1。 华工科技逐步成长为全球光电子领域的重要参与者 面向未来先导布局新产业、新赛道，更筑牢未来生态的"算力基石"。政府工作报告提出，重点布局具身智能、未来显示、6G、合成生 物、量子科技、脑机接口、氢能和核聚变能等新赛道。建设"万兆先锋"城市，新增高性能算力规模2500P以上。 引领发展新质生产力，要高水平创新策源，也要活力十足的创业生态。政府工作报告提出，加快建设磁约束氘氘聚变中子源等3个设 施。实施"锦鲤计划"，建设珞喻硅巷、南湖硅巷，突破根技术、培育根企业、发展根产业。 新词：领航级智能工厂 从"单点领航"到"全域智造领跑" 政府工作报告：2家企业入选全国首批领航级智能工厂名单、数量居全国第1。 领航级智能工厂是智能制造的最高等级。武汉市长飞光纤光缆股份有限公司、武汉京东方光电科技有限公司成功入选，入选数量与上 海 ...

公司战略方面，华为强调将强化行业垂直作战，深耕千行百业智能化；持续构建鲲鹏昇腾生态，目前鲲 鹏合作伙伴超6800家，昇腾合作伙伴超3000家；通过"水战略"推动网络从联接到"智联"；鸿蒙AI体验已 上线80余个应用智能体；同时布局AIDC重构与超充网络建设。 华为指出，人工智能技术正加速与行业知识融合，从效率提升转向对企业核心业务的系统性重构。公司 未来三年将坚持战略聚焦，加大根技术投入，并以质取胜，将质量管理提升至战略高度。 面向未来，孟晚舟在致辞中表示，公司战略核心是"战略聚焦"和"以质取胜"。华为将把握智能化变革的 长期机遇，拒绝机会主义，聚焦构筑产品核心竞争力。具体举措包括：未来三年在经济规律逆周期中加 大战略纵深投入，在根技术上进行压强式投入；将质量管理提升到战略高度，以实现"高质量、产品生 命周期内免维护"为目标；同时计划用三年时间完成队伍训练，以培养面向智能时代的攻坚力量。 凤凰网科技讯12月30日，华为副董事长、轮值董事长和首席财务官孟晚舟发布公司2026年新年致辞，披 露了多项核心业务数据，并阐述了未来将坚持"战略聚焦、以质取胜"的发展方向。 华为2025年业务聚焦5G-A、鸿蒙生态、乾崑智 ...

本报记者 杜雨萌 本报记者 杜雨萌 近日，国务院国资委党委书记、主任张玉卓在接受媒体采访时表示，面向"十五五"，国资央企将积极承 担国家科技重大任务，努力在受制于人的"卡脖子"领域和薄弱环节取得更大突破，特别是在投入大、周 期长，其他企业缺乏意愿或能力的领域，不讲条件担负起"根技术"、关键共性技术供给责任，产出更多 原创性引领性成果，从源头和底层解决问题。 近日，国务院国资委党委书记、主任张玉卓在接受媒体采访时表示，面向"十五五"，国资央企将积极承 担国家科技重大任务，努力在受制于人的"卡脖子"领域和薄弱环节取得更大突破，特别是在投入大、周 期长，其他企业缺乏意愿或能力的领域，不讲条件担负起"根技术"、关键共性技术供给责任，产出更多 原创性引领性成果，从源头和底层解决问题。 党的二十届四中全会审议通过的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》， 就"建设现代化产业体系，巩固壮大实体经济根基"作了专章部署。 谈及"十五五"时期国资央企优化产业布局有哪些新思路，张玉卓表示，"十五五"时期，国务院国资委将 指导推动央企进一步聚焦主责主业、发展实体经济，推动产业体系不断向高附加值、高技术含量的方向 ...

二是突出抓好新兴产业和未来产业培育。深入实施焕新、启航行动，突出工程和场景牵引，找准未来五 年体量足够大、增速足够快、前景足够好的新赛道，坚持"梯次培育、分类施策"，接续发力新能源、新 能源汽车、新材料、航空航天、低空经济等重点领域，积极发展平台经济，超前谋划量子科技、具身智 能、生物制造、绿色船舶、6G等前沿赛道，推动企业发展动能持续转换。 三是突出抓好专业化、市场化产业投融资体系建设。发挥国有资本投资、运营公司作用，用足用好中央 企业战略性新兴产业发展专项基金、各类创业投资基金等金融工具，研究构建覆盖种子期、天使期、成 长期、母基金等全链条的产业投融资体系，健全科学、专业、高效的产业投资决策机制，打造高水平国 有资本运作平台，壮大发展实体经济的长期资本、耐心资本和战略资本，助力现代化产业体系建设。 "目前，国有企业改革深化提升行动主体任务已基本完成。"张玉卓称，下一步，国务院国资委将坚决贯 彻落实党中央、国务院决策部署，着力推进新一轮国资国企改革，坚持问题导向，更加注重改革质效， 在更高起点上把改革不断引向深入，推动国有企业不断增强核心功能、提升核心竞争力。 近日，国务院国资委党委书记、主任张玉卓在接受媒 ...

Core Insights - The first Global Consumer Electronics Innovation Conference (CEIC 2025) opened in Shenzhen, focusing on "New Electronics, New Experiences, New Consumption" with participation from nearly 300 tech companies and over 20,000 attendees on the first day [2] - The conference emphasizes breakthroughs in "root technologies" and the construction of an all-scenario ecosystem, shifting competition in consumer electronics from hardware specifications to underlying systems and AI ecosystems [2][6] - Chinese technology standards are aiming to establish new industry "narratives" and drive the global consumer electronics innovation center towards China [2] Group 1: Key Themes and Technologies - The conference showcased five major directions: smart terminals, smart vehicles, smart homes, digital health, and new technologies, presenting an innovation chain from technology to application scenarios [2] - Huawei and Honor highlighted "ecosystem" and "underlying technology" at their booths, with Huawei unveiling the HarmonyOS 6 product line and a new wireless connection technology called "Star Flash" [3][4] - Star Flash technology boasts a transmission delay of only 1/30 of traditional Bluetooth, with a sixfold increase in transmission speed and a tenfold increase in connection capacity [3] Group 2: AI and Privacy Concerns - Honor focused on foldable screen applications and new display technologies, including a naked-eye holographic VR device, while emphasizing data privacy and security in AI applications [4][5] - Honor's YOYO AI assistant received a top-tier certification for user privacy protection, showcasing the integration of privacy security into AI design as a competitive advantage [4][5] Group 3: AIoT and Industry Applications - The AIoT landscape is rapidly developing, with smart vehicles demonstrating "car-home interconnectivity" and AI models being applied in various scenarios, including home care and robotics [6][7] - The conference featured advanced AI technologies, such as a robot with proactive awareness capabilities, indicating a shift towards embodied intelligence in AI applications [7][8] Group 4: Industry Support and Future Outlook - Shenzhen's supportive policies, including a 5 billion yuan AI terminal fund, are facilitating innovation in the consumer electronics sector [8] - The CEIC 2025 is viewed as a platform for industry upgrades and global collaboration, marking a historical shift in China's consumer electronics industry from technology following to innovation leadership [8]

Core Insights - The first Global Consumer Electronics Innovation Conference (CEIC 2025) opened in Shenzhen, focusing on "New Electronics, New Experiences, New Consumption" with participation from nearly 300 tech companies and over 20,000 attendees on the first day [1][11] - The conference emphasized breakthroughs in "root technologies" and the construction of an all-scenario ecosystem, shifting competition in consumer electronics from hardware specifications to underlying systems and AI ecosystems [1][11] Group 1: Smart Devices and Root Technologies - The smart terminal area showcased intense competition, with Huawei and Honor highlighting "ecosystem" and "underlying technology" [3] - Huawei unveiled its HarmonyOS 6 products, demonstrating seamless device collaboration, while also introducing the new StarFlash earphones, which significantly improve connection speed and reliability compared to traditional Bluetooth [3] - Honor focused on foldable screen applications and new display technologies, showcasing its first naked-eye holographic VR device [3] Group 2: AI and Data Privacy - As devices become fully AI-enabled, data privacy has emerged as a cornerstone for building ecosystem trust, with manufacturers emphasizing "security and trustworthiness" in their AI strategies [4] - Honor's YOYO AI assistant received a top-tier certification for user privacy protection, showcasing the company's commitment to integrating privacy into AI design [4] Group 3: AIoT and Full-Scene Applications - The integration of root technologies like HarmonyOS and StarFlash is accelerating the realization of an AIoT (Artificial Intelligence of Things) landscape, with smart cars and home devices demonstrating interconnected capabilities [5] - Major automotive companies showcased vehicles with features enabling remote control of home devices, highlighting the importance of seamless interaction between cars and smart homes [5] Group 4: Core Chips and Components - The new technology exhibition highlighted essential chips and components that support smart devices, with companies like Shanghai HiSilicon and Ouyue Semiconductor presenting advanced solutions for consumer electronics and smart homes [7] - Innovations included AI chips for automotive applications and advanced imaging technologies for autonomous driving and robotics [7] Group 5: Embodied Intelligence and Real-World Applications - The transition of large models from cloud to "embodied intelligence" is crucial for AI implementation, as demonstrated by an AI explanation robot at the conference [9][10] - The competition among AI model providers is shifting towards practical applications, with a focus on integrating AI into real-world business processes [10] Group 6: Industry Support and Future Outlook - Shenzhen's supportive policies, including a 5 billion yuan AI terminal fund, are facilitating innovation in the consumer electronics sector [10] - The CEIC 2025 is viewed as a platform for industry upgrade and global collaboration, marking a historic shift for China's consumer electronics industry from following technology to leading innovation [11]

Core Points - The CEIC 2025 Consumer Electronics Innovation Conference will be held from November 6 to 8, 2025, in Shenzhen, focusing on "New Electronics, New Experiences, New Consumption" [1][39] - The event aims to become a global benchmark for innovation in the consumer electronics sector, similar to CES in Las Vegas [3][40] - The conference will showcase over 2,000 innovative consumer electronics products and technologies across various fields [4][31] Group 1: Event Overview - The CEIC 2025 will feature a total exhibition area of approximately 15,000 square meters and will host over 50 specialized forums [31][39] - The event is organized by the "He Tao 6+1" international industry and standards organization, with support from the Ministry of Industry and Information Technology [1][39] - The conference will gather nearly 300 technology companies from around 20 countries and regions [31][39] Group 2: Key Trends and Innovations - Six major trends will be highlighted at the conference: AI-driven "pan-intelligent" terminals, unified connectivity, spatial computing, distributed multi-end collaboration, green low-power computing, and intelligent connection networks [5][10] - Attendees will experience a wide range of smart products, including AI intelligent AR/VR glasses, next-generation smart cockpits, and smart home systems [5][10] Group 3: Strategic Importance of Shenzhen - Shenzhen is chosen for its complete industrial chain, from chip design to terminal manufacturing, and its strong innovation ecosystem [4][46] - The city serves as a hub for collaboration with research teams from Hong Kong and Macau, as well as Southeast Asian companies [4][46] - Shenzhen's industrial strength is evident, with the smart terminal industry cluster's added value exceeding 200 billion yuan in 2024 [33][39] Group 4: Long-term Vision and Goals - The CEIC aims to evolve from a one-time event into a year-round "innovation accelerator" [47][48] - Future plans include establishing an innovation community, publishing an annual "CEIC Innovation Index," and creating a supportive ecosystem for enterprises and investors [47][48] - The conference seeks to bridge the gap between technology and consumer experience, promoting the practical application of innovative technologies [42][43]

Investment Rating - The report rates the industry as "Positive" with expectations that the industry index will outperform the market index by over 5% in the next six months [7]. Core Insights - The "14th Five-Year Plan" emphasizes technological innovation as a driver for building a modern industrial system, elevating the strategic position of the computer industry from a supporting tool to an engine of new productive forces [3][10]. - The primary task for industry development is to tackle "root technologies" to achieve technological self-reliance, focusing on breakthroughs in foundational software, high-end AI chips, and computing infrastructure [3][11]. - The integration of "Artificial Intelligence+" is central to empowering industries, with computer technology permeating all aspects of research, production, and management, leading to new business models [3][12]. - The value release of data as a production factor and the establishment of security barriers are equally important, necessitating advancements in cybersecurity technologies [3][14]. Summary by Sections Strategic Positioning - The computer industry is positioned as a key player in achieving high-quality development and technological self-reliance, moving beyond efficiency enhancement to becoming a cornerstone of digital China and a network power [10]. Core Technologies - The focus is on addressing long-standing "bottleneck" issues by enhancing original innovation and tackling key core technologies, particularly in foundational software and core chips [11]. - China's research capabilities are rapidly improving, with a significant increase in AI-related publications and patents, indicating a strong push towards self-sufficiency in technology [11]. Industry Empowerment - The report highlights the rapid growth of the AI sector, with over 4,700 AI companies and a core industry scale nearing 600 billion yuan, indicating a doubling in four years [12]. - The integration of AI into various industries is expected to drive significant transformations, with a focus on developing industry-specific AI models and solutions [12][13]. Data and Security - The report underscores the importance of balancing development and security, with data becoming a critical production factor and the need for robust cybersecurity measures [14]. - China's extensive 5G infrastructure supports the secure transmission of data, which is essential for the digital economy [14]. Development Outlook - The computer industry is anticipated to enter a golden development period driven by national strategies and market demands, focusing on technological autonomy, industrial intelligence, and security systems [15]. - The competitive landscape is shifting towards a focus on core technologies and deep industry understanding, with companies that excel in foundational software and AI expected to lead the modernization efforts [15].

Group 1 - The event featured representatives from key industries such as integrated circuits, artificial intelligence, and new energy vehicles, sharing their stories of overcoming challenges and contributing to national development [1][2][3] - The speakers emphasized the importance of mastering "root technologies" and promoting independent innovation to build a self-reliant information industry in China [3] - The narrative of personal dedication to national progress was highlighted, with speakers sharing their journeys and the significance of returning to contribute to China's technological advancements [4][5] Group 2 - The event aimed to inspire students to integrate their personal aspirations with national development, encouraging them to explore various fields to find their interests [5][6] - The importance of combining theoretical knowledge with practical experiences in education was stressed, with a focus on using real-life examples to motivate students [5] - The speakers' commitment to technological self-reliance and innovation was presented as a model for students to emulate in their own careers [5][6]

Core Insights - The article discusses Huawei's launch of AI SSDs designed to address the performance and capacity limitations of traditional storage systems in the AI era [1][3][8] - The new SSDs aim to enhance AI training and inference efficiency, breaking through existing bottlenecks in the industry [5][6][9] Group 1: Product Innovation - Huawei introduced AI SSDs, including the OceanDisk EX/SP/LC series, optimized for AI workloads, which can handle high-frequency tasks like training data feeding and vector retrieval [3][5] - The performance SSDs (OceanDisk EX and SP) significantly improve IOPS by over three times and reduce latency to microsecond levels, enhancing data transfer capabilities [5][6] - The capacity SSD (OceanDisk LC) offers options of 61TB, 122TB, and a record-breaking 245TB, drastically reducing storage costs and space requirements for enterprises [6][8] Group 2: Market Impact - The introduction of Huawei's AI SSDs is expected to lower the entry barriers for small and medium enterprises in the AI sector, enabling them to access high-quality AI storage solutions [8][9] - The shift in focus from mere computational power to a combination of storage and computing capabilities is seen as a critical evolution in the AI industry [8][9] Group 3: Technological Advancements - Huawei's DiskBooster software enhances memory capacity by 20 times and optimizes data management, allowing for larger model handling without additional hardware [5][9] - The development of core technologies like virtual pooling and intelligent data scheduling positions Huawei to lead in the storage sector, potentially benefiting other areas like cloud computing and big data [9]