编号：2026-001 投资者关系活动 类别 □ 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 ☑ 其他 （电话会议） 参与单位/机构名 称 国泰海通证券股份有限公司、渤海人寿保险股份有限公司、中 国平安人寿保险股份有限公司、昆仑健康保险股份有限公司、 浙江鸿淇投资管理有限公司、华能贵诚信托有限公司、鑫元基 金 管 理 有 限 公 司 、 Haitong International Securities Company Limited、长江证券（上海）资产管理有限公司、上银基金管理 有限公司、Neuberger Berman Investment Advisors LLC、深圳市 领骥资本管理有限公司、新疆前海联合基金管理有限公司、中 信建投证券股份有限公司、太平洋资产管理有限责任公司、杭 州向量投资管理有限公司、广东正圆私募基金管理有限公司、 广发证券股份有限公司、北京成泉资本管理有限公司、黄河财 产保险股份有限公司、生加银基金管理有限公司、浙商基金管 理有限公司、浙江浙商证券资产管理有限公司、银华基金管理 股份有限公司、国大永恒（北京）投资管理咨询 ...

平安证券鸿蒙版，正在悄悄定义未来炒股的打开方式。 用折叠屏横屏看K线，视野全开，走势一目了然；AI智 能防窥屏，实时感应旁人，自动遮罩隐私信息。 原来鸿蒙和金融，能这么配！ 这次不止是简单适配，而是从底层重构到安全加固的全 方位升级，让你在鸿蒙系统上也能丝滑盯盘、安心交 易！ ...

Core Viewpoint - The nova 15 series has been launched, setting a new benchmark in the mid-range smartphone market with its comprehensive improvements in design, imaging system, smart experience, communication capabilities, and battery life, starting at an attractive price of 2699 yuan [1][16]. Design - The nova 15 Ultra and nova 15 Pro feature a new "Starry Ring" design, breaking the industry's visual homogeneity with a distinctive "Dazzling Double Star" visual symbol [3]. - The main color "Vibrant Green" combines natural vitality with futuristic aesthetics, making the nova 15 series a fashionable item for young consumers [3]. - The series adopts a sleek flat screen design, with the nova 15 Ultra being only 6.8mm thick, a 12.6% reduction from the previous generation, making it the "thinnest nova ever" [4]. Imaging System - The nova 15 series introduces an unprecedented imaging system, featuring the industry's only front-facing red maple imaging system with over 150 independent spectral channels for rich color reproduction [6]. - The front camera boasts a 50MP large sensor, providing exceptional freedom in composition and maintaining image clarity even in low-light conditions, establishing it as a "selfie portrait king" [6]. - The rear camera of the nova 15 Ultra includes a 50MP variable aperture stabilization lens, a 50MP periscope telephoto lens, and a 50MP RYYB ultra-wide macro lens, covering focal lengths from 13mm to 135mm to meet diverse shooting needs [8]. Software Innovations - New features include a stage mode for automatic scene recognition, AI-assisted composition, and a personalized color card offering various styles, enhancing the user experience in photography and sharing [10]. - AI functionalities such as AI magic image, AI best expression, and AI portrait retouching significantly improve the editing experience, streamlining the process from shooting to sharing [10]. Smart Features and Communication - The nova 15 series, powered by HarmonyOS 6, introduces dynamic business cards and mood text themes, enhancing self-expression for young users [12]. - It supports dual satellite communication and "no-network communication," ensuring reliable communication in outdoor or weak signal environments [12]. Battery Life - The nova 15 Ultra and nova 15 Pro are equipped with a 6500mAh silicon negative electrode battery, claiming up to 23 hours of continuous short video playback and 27 hours of long video playback [14]. - The series supports 100W super fast charging, with the nova 15 Ultra also featuring 50W wireless charging for convenience [14]. Overall Assessment - The nova 15 series is characterized by its trendy design, durable quality, enhanced imaging capabilities, intelligent HarmonyOS experience, comprehensive communication support, and long-lasting battery performance, making it the "strongest nova ever" [16]. - With a starting price of 2699 yuan, it is considered the "most attractive nova ever," catering to both trend-conscious young users and practical consumers [16].

证券日报网讯 12月18日，常山北明在互动平台回答投资者提问时表示，公司在国产替代、自主可控方 面进行了布局，公司作为华为核心战略合作伙伴，围绕华为鲲鹏、昇腾产业布局，合力共建鲲鹏、昇腾 AI产业生态，基于华为盘古大模型拓展智能机器人、数字人等智慧应用解决方案。公司打造了百余项 鲲鹏、昇腾、华为云各应用场景下的联合解决方案，并组建了华为鸿蒙开发团队，团队成员全员通过了 HarmonyOS应用开发者高级认证，致力于鸿蒙应用开发。此外，公司已取得749项软件著作权和32项发 明专利，为自主可控技术提供了坚实支撑。 （文章来源：证券日报） ...

近日，鸿蒙版"半月谈"App全新升级。作为由《半月谈》权威出品的国家级综合性信息服务平台，"半月谈"App长期深耕时政资讯、公考辅导、课程学习等 服务，是众多公考学子必备的学习工具。本次更新，不仅全面上线了时政、课程、计划、公考AI等核心功能模块，更依托鸿蒙系统创新特性，新增画中画 播放、熄屏播放、碰一碰分享等一系列便捷功能，在视频观看、内容分享等方面实现全面优化，为广大学子提供更权威、更专业、更高效的公考学习支持。 任意场景，随心畅学 备考节奏紧、学习时间碎，是每个考生都要面临的难题。半月谈App上线了丰富的视频课程和图文内容，并依托鸿蒙创新特性，构建了更灵活的移动学习方 式，无论是在书桌前，还是在通勤路上，都能自由切换学习模式，灵活掌握学习节奏。 画中画播放：鸿蒙版半月谈支持视频小窗悬浮播放，查资料、看资讯的同时也能继续听课，多任务并行互不干扰，学习不间断； 熄屏播放：熄屏状态下，视频课程播放不终止，"纯听觉"的学习模式更护眼，堪称午后小憩等碎片化学习场景的不二选择； 边播边缓存：系统会根据用户当前观看进度智能预加载后续内容，即使网络波动、信号不佳也能流畅观看，尽享无等待、不中断的流畅学习体验； AI语音 ...

Group 1 - The article emphasizes the importance of timely and professional information interpretation in investment decision-making [1] - The collaboration between Muxi and domestic GPU chip manufacturers such as Birun and Suiruan to launch high-density liquid cooling solutions is highlighted [1] - The company has developed self-researched GPGPU chips that integrate graphics and AI computing power, with recent server chips supporting AIPC applications and deep collaboration with the HarmonyOS to build an industrial control ecosystem [1]

格隆汇12月9日丨天源迪科(300047.SZ)在投资者互动平台表示，公司子公司金华威是华为政企业务的总 代理商，针对鸿蒙相关业务，公司参与软件合作和华为开发了适配鸿蒙OS系统的华为视频电视端和手 机端应用。 ...

Core Insights - Huawei has officially launched its first HarmonyOS two-in-one tablet, the Huawei MatePad Edge, marking a significant step in the integration of tablet and PC functionalities [1][24] - The device emphasizes innovative form factors, superior performance, and ecosystem integration, showcasing the potential for true convergence between tablets and computers [1][24] Form Factor Innovation - The Huawei MatePad Edge offers three distinct modes: computer, stand, and tablet, catering to specific user needs rather than forcing adaptation to the device [3] - It features a 14.2-inch flexible OLED display with a 94% screen-to-body ratio and ultra-narrow bezels, providing a "borderless" visual experience [5] - The device allows seamless switching between modes, with real-time synchronization of files and consistent gesture responses across different modes [7] Performance Enhancement - The MatePad Edge achieves a thermal design power (TDP) of 28W, comparable to many lightweight laptops, overcoming traditional limitations of two-in-one devices [12] - An innovative cooling architecture, including nearly 4,000 micro-holes and dual fans, enhances heat dissipation efficiency by over 40% [14] - The device maintains high performance even in tablet mode, supporting demanding tasks like video editing and 3D modeling [14] Ecosystem Integration - The introduction of the HarmonyOS base enables a system-level integration of tablet and PC ecosystems, addressing the historical incompatibility between Android and Windows [15] - Users benefit from a comprehensive application library that includes optimized mobile apps and dedicated desktop applications, ensuring a rich and unified experience [17] - Data and services can flow seamlessly between modes, allowing for real-time updates and synchronization of documents and application states [19] Smart Upgrades - The MatePad Edge incorporates advanced AI capabilities, such as automatic conversion of whiteboard photos into structured presentations [21] - It features a unique "mobile surround sound" technology that enhances audio experiences for various activities, including meetings and entertainment [21] Conclusion - The launch of the Huawei MatePad Edge signifies a shift from mere physical integration to a focus on experiential fusion, aiming to provide a versatile device that meets diverse user needs in mobile office and digital creation [24] - The device is priced starting at 5,999 yuan, with additional accessories available for purchase, indicating a strategic positioning in the market [26]

Core Viewpoint - Huawei has officially launched its first HarmonyOS 2-in-1 tablet, showcasing its capabilities in integrating tablet and computer ecosystems [1] Group 1: Product Features - The new tablet is equipped with the same chip used in HarmonyOS computers, indicating a unified hardware approach [1] - It supports both tablet and computer desktop ecosystems, allowing for seamless file management across devices [1] - The device offers three modes of interaction: tablet, keyboard and mouse, and stylus, enhancing user flexibility [1]

Core Insights - As of November 14, 2025, the company has obtained mining Hongmeng certification for 34 products, with several others in the research and certification process [2] - The company will participate in the Mining Hongmeng OSV Ecosystem Partner Authorization Conference in August 2024, becoming one of the first 18 partners [2] - The company plans to develop products based on the Hongmeng or Euler systems according to customer needs [2]