【环球网科技报道 记者 张阳】二合一设备的概念并不新鲜，2016年华为初次进入电脑市场，选择的就是二合一形态的设备，看中的就是移动办公的未来趋 势：用户既渴望平板的轻薄便携与触控自由，又离不开PC的专业性能与办公生态。 在此后的数年里，即便华为在轻薄笔记本电脑领域成绩斐然，也从未放弃过对二合一形态设备的探索。11月25日，在深圳举行的华为Mate 80系列 | Mate X7 及全场景新品发布会上，华为又正式发布首款鸿蒙二合一平板电脑——华为MatePad Edge。这款产品不仅标志着华为在平板与PC融合赛道上的关键落子， 更以形态创新、性能越级、生态融合为核心突破，第一次让业界看到了平板与电脑真融合的可能性。 形态创新：鸿蒙二合一，是巨幕平板，更是性能电脑 传统二合一的困境，始于形态的僵化。键盘拆下来是平板，装上去是笔记本，这种非黑即白的设计，本质上仍在用PC时代的思维解决移动时代的命题。华 为MatePad Edge的突破性在于，它提供了电脑、支架、平板三种形态，且每种形态都服务于具体的场景需求，而非强制用户适应设备。 14.2英寸的柔性OLED云晰柔光屏，是这种灵活性的物理基础。94%的屏占比与4.1m ...

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]

证券日报网讯北路智控11月17日在互动平台回答投资者提问时表示，截至2025年11月14日，公司已有34 款产品获得了矿鸿资质认证，并有多款产品在研发或认证过程中。2024年8月，公司出席矿山鸿蒙OSV 生态合作伙伴授权大会，成为首批18家合作伙伴之一。公司将会根据客户需求，基于鸿蒙系统或欧拉系 统开发产品。 （文章来源：证券日报） ...

Core Points - The 15th National Games torch relay was launched in Shenzhen, with simultaneous events in Hong Kong, Macau, and Guangzhou, featuring 200 torchbearers across four cities [1][5] - The humanoid robot "Kua Fu" made its debut as the "0th torchbearer," showcasing advanced technology and capabilities in the torch relay [2][3] Group 1: Torch Relay Details - The torch relay involved 200 torchbearers, with each city running 50 torches over distances of 50 to 100 meters [1] - After the relay, representatives from the four cities will return the flame to Guangzhou for the opening ceremony [1] Group 2: Robot "Kua Fu" - "Kua Fu," developed by Leju Intelligent (Shenzhen) Co., is the world's first humanoid robot equipped with 5G-A technology, capable of jumping and adapting to various terrains [3][4] - The robot held a 1.6 kg torch and completed the relay between the second and third legs, demonstrating real-time video feedback and remote control capabilities [3][4] - The development team upgraded the robot's motion control algorithms to enhance its running dynamics, making its movements more human-like [3][4] Group 3: Technical Challenges and Solutions - The weight of the torch posed challenges for the robot's balance and control, which were addressed through optimized load algorithms [4] - The team conducted multiple field tests to ensure the robot could handle various conditions, including running on slopes and coordinating with human torchbearers [4] Group 4: Future Applications - The humanoid robot's versatility allows it to be used in various scenarios, including industrial handling, exhibition guiding, and home services [4] - Leju Intelligent has initiated the IPO process, indicating potential growth and investment opportunities in the robotics sector [4]

Core Insights - The sales performance of Hongmeng Zhixing models in the 40th week shows significant demand, with the total orders during the National Day holiday exceeding 48,500 units, averaging over 6,000 orders per day [1][2] Sales Performance - The sales figures for the new models in the 40th week include: - Wanjie M7: 1,800 units - Wanjie M8: 3,300 units - Wanjie M9: 1,600 units - Zun Jie S800: 400 units - Xiang Jie S9T: 500 units [1] - The Wanjie M7 has become the top seller, with over 15,000 pre-orders during the holiday, accounting for more than 31% of total orders [2] - The Wanjie M8 also performed well, receiving 8,934 pre-orders, which is over 23% of the total [2] Model Specifications - The Wanjie M7's range-extended version has a significant preference over the pure electric version, featuring a 1.5T range extender with a maximum power of 118 kW and a CLTC comprehensive range of 1,600 km [1] - The pure electric version of the Wanjie M7 offers both two-wheel and four-wheel drive options, equipped with a 100 kWh battery, achieving a CLTC pure electric range of over 700 km [1]

Core Viewpoint - The number of devices supporting HarmonyOS 5 has reached 14 million, indicating significant growth and interest in the operating system [1] Group 1 - The increasing number of devices supporting HarmonyOS 5 reflects its growing adoption in the market [1] - There are still many questions surrounding HarmonyOS, prompting a comprehensive review of its development and future prospects [1] - The article aims to address why HarmonyOS has reached its current status and what the future holds for it [1]

Core Insights - Huawei recently held the "Huawei MateXTs Extraordinary Master and All-Scenario New Product Launch" in Shenzhen, where Wankang Technology's creative drawing software, Wankang Mind Map Harmony Version and Wankang Diagram Harmony Version, were showcased [1] - The Wankang Mind Map Harmony Version is the industry's first professional mind mapping software deeply adapted to the HarmonyOS, providing a desktop-level experience on mobile devices to enhance user productivity [1] - Wankang Technology is recognized as a leading player in China's digital creative software sector, often referred to as the "Chinese version of Adobe," with a business presence in over 200 countries and regions [2] Company Developments - Wankang Technology has accelerated its ecosystem layout around HarmonyOS and is deepening its "dual-mode drive" strategy [2] - In June, the company launched the Wankang Tianmu Audio-Video Multimedia Model 2.0 and gradually introduced the web-based creation platform Wankang Tianmu Creation Square and the mobile AIGC application Wankang Tianmu AI App, aiming to provide users with a more accessible, high-quality, and cost-effective creative experience [2]

Core Insights - JD Finance has achieved significant upgrades in product functionality and consumer experience through the integration of HarmonyOS 5 features [1] - The new operating system enhances distributed collaboration, voice recognition, multi-modal interaction, scene perception, and system performance [1] Product Functionality Enhancements - JD Finance has optimized its application by incorporating voice interaction, article reading, and desktop shortcut operations [1] - Users can perform financial operations via voice commands, automatically receive news readings, and access financial services directly from the desktop [1] Consumer Experience Improvements - JD Finance launched the "National Subsidy" consumer benefit in September, covering millions of products and services [1] - Users purchasing items marked with the "National Subsidy" label can enjoy interest subsidies when using JD Baitiao for installment payments, potentially saving up to 500 yuan on a 50,000 yuan appliance [1] - The subsidy is automatically deducted during the payment process, allowing users to easily view their discounts without additional steps [1] Market Commentary - Industry experts note that the HarmonyOS version of JD Finance not only enhances the smart and convenient financial experience but also leverages policy benefits to help users achieve more efficient financial management and cost savings in consumption [1]

Group 1: Company Highlights - Zhongwang Software has officially completed the adaptation of Zhongwang CAD for Huawei's Harmony system across multiple devices, marking a significant milestone in its product development [1] - Chongda Technology focuses on the design, research, production, and sales of printed circuit boards, catering to various customer needs; its subsidiary, Punowei, is advancing in the BT substrate market and transitioning from traditional to advanced packaging substrates [1] - Fuling Zhacai aims to enhance performance and sales volume without sacrificing profits, entering the compound seasoning market through the acquisition of Weizimei, and adjusting its investment projects to adapt to consumer changes [2] Group 2: Financial and Operational Strategies - Fuling Zhacai maintains a stable cost structure with raw materials accounting for 40% and packaging materials for 20%; it has over 400,000 tons of pickled vegetables in inventory, sufficient until mid-next year [2] - The company is targeting the mid-to-high-end restaurant market and is focused on natural growth in exports without large-scale overseas promotions [2] - Fuling Zhacai is exploring new product categories and markets in response to changing consumer preferences and demographic shifts, implementing a "more quantity for the same price" strategy to meet cost-performance demands [2]

Investment Rating - The report maintains a "Recommended" rating for the company, indicating a potential upside of over 15% relative to the benchmark index [7][9]. Core Insights - The company achieved a total revenue of 15.781 billion yuan in the first half of 2025, representing a year-on-year growth of 25.99%. The net profit attributable to shareholders was -143 million yuan, showing a reduction in losses compared to the previous year [3][4]. - The strong performance in the computing products and smart electronics sectors contributed significantly to revenue growth, with the computing products segment generating 6.756 billion yuan, up 72.77% year-on-year [3][4]. - The company's integrated hardware and software strategy is yielding positive results, particularly in the OpenHarmony ecosystem, where it has developed nearly 10 domestic chip adaptations and established a comprehensive industry chain [4][5]. Summary by Sections Financial Performance - In Q2 2025, the company reported revenue of 8.770 billion yuan, a quarter-on-quarter increase of 25.10%, and a net profit of 55 million yuan, indicating a significant improvement in profitability [3]. - The projected net profits for 2025, 2026, and 2027 are estimated at 469 million yuan, 728 million yuan, and 978 million yuan, respectively, with corresponding PE ratios of 122X, 78X, and 58X [9][10]. Business Strategy - The company is expanding into the hardware sector, positioning itself as a full-stack service provider in the intelligent computing field, offering comprehensive AI solutions across various industries [5][6]. - The establishment of a regional computing network and participation in national computing channel planning are key strategic initiatives, with significant progress in building computing resource pools in regions like Ningxia and Fujian [6][8]. Product Development - The company has launched several high-performance gaming laptops under its own brands, achieving a market share of 17% in the domestic gaming laptop market, ranking third in the industry [8]. - The robotics division is also advancing, with the development of humanoid robots and composite robots aimed at various applications, showcasing the company's commitment to innovation [8][9].