Core Viewpoint - The company emphasizes strategic focus and aims to win in the value battlefield by enhancing organizational capabilities and achieving quality victories in the face of challenges ahead [1][10]. Group 1: Achievements in 2025 - The company assisted operators in building 5G-A networks, providing high-speed connectivity to 60 million users [3]. - The HarmonyOS ecosystem has accelerated from "usable" to "user-friendly," with over 36 million devices running HarmonyOS 5.0 and above [3]. - Collaborating with automotive partners, the company equipped over 1.4 million passenger cars with smart driving capabilities, covering nearly 7 billion kilometers of assisted driving [3]. - The Kunpeng ecosystem has developed over 6,800 partners and 3.8 million developers, while the openEuler operating system has reached over 16 million installations [4]. - The Ascend AI platform has partnered with over 3,000 partners and 4 million developers, with the Atlas 900 super node serving various industries [4]. - The company has produced over 20 trillion kilowatt-hours of green electricity, saving 150 billion kilowatt-hours and reducing emissions by 1.06 billion tons, equivalent to planting 1.45 billion trees [4]. Group 2: Future Strategic Opportunities - The company identifies the wave of intelligent transformation as a long-term strategic opportunity, with advancements in smart devices, autonomous driving, and AI integration reshaping production and lifestyle [6]. - The company plans to strengthen vertical industry operations, leveraging its diverse capabilities to facilitate intelligent transformation across various sectors [7]. - The establishment of an open-source Kunpeng and Ascend ecosystem aims to empower partners to develop products that meet diverse industry needs [7]. - The company intends to enhance consumer experiences through the Harmony ecosystem and AI integration, ensuring a prosperous future for end-users [7]. - The focus will be on reconstructing AI data centers for improved efficiency and implementing liquid cooling fast charging solutions for high-quality charging experiences [7].

本报记者 贾丽 12月30日，华为技术有限公司官方微信账号（以下简称"华为"）发布了轮值董事长孟晚舟题为《追风赶 月莫停留，平芜尽处是春山》的2026年新年致辞。 孟晚舟表示，这一年华为助力运营商建设5G-A网络，为6000万用户提供极速网络联接体验；鸿蒙生态 体验加速从"可用"到"好用"，鸿蒙5.0以上终端设备超过3600万（台）。 她表示，智能时代的新征程已经开启。2026年华为将强化行业垂直作战，发挥"大杂烩"优势，深耕行 业，使能千行百业智能化转型；构建开源开放的鲲鹏昇腾生态，推动集群与超节点技术普惠，构筑坚实 的AI算力底座。同时，华为将持续以"水战略"激发管道流量、繁荣繁鸿蒙生态、重构AI数据中心、发展 液冷超快充。 孟晚舟坦言："从战略方向到战场胜利的这条道路，遍布暗礁与险阻，但我们别无选择，唯有迎难而 上。" 她表示，2026年，华为必将全力以赴。华为将战略聚焦，决胜价值战场，以质取胜，做强组织能力。 ...

2025年12月30日上午，华为轮值董事长孟晚舟发布新年致辞。 在致辞中，孟晚舟透露，回顾2025年，华为助力运营商建设5G-A网络，为6000万用户提供极速网络联接体 验；在生态伙伴的支持下，鸿蒙生态体验加速从"可用"到"好用"，鸿蒙5.0以上终端设备超过3600万；携手车 企伙伴，乾崑智驾累计为140多万辆乘用车装上智慧大脑等。 她认为，时不我待，智能时代的新征程已经开启：要强化行业垂直作战，发挥"大杂烩"优势，深耕行业，使能 千行百业智能化转型；构建开源开放的鲲鹏昇腾生态，使能伙伴开发满足各行各业需求的产品，推动集群与超 节点技术普惠，构筑坚实的AI算力底座等。 全文如下： 追风赶月莫停留，平芜尽处是春山 ——轮值董事长孟晚舟 2026年新年致辞 在海拔4300米的雪域高原，服务团队缺氧不缺精神，冒着零下15℃的严寒调试光储系统，把绿色电源送入 千家万户； 在凌晨4:30的客户机房，抓住业务流量最小的间隙，研发团队奋战30天的技术方案紧急切换上线； 鸿蒙生态工程师与伙伴一起披星戴月，从第一单外卖、第一条笔记、第一次出行开始，持续提升用户体 验； 手语工程师克服专业术语挑战，解决听障用户的售后难题，为他们 ...

12月30日，华为轮值董事长孟晚舟发表新年致辞。她表示，过去这一年，华为助力运营商建设5G-A网 络，为6000万用户提供极速网络联接体验；在生态伙伴的支持下，鸿蒙生态体验加速从"可用"到"好 用"，鸿蒙5.0以上终端设备超过3600万；携手车企伙伴，乾崑智驾累计为140多万辆乘用车装上智慧大 脑，辅助驾驶里程近70亿公里，守护每一次安全出行。 图为孟晚舟。 她还提到，鲲鹏已发展6800多家合作伙伴、380万开发者，openEuler系操作系统累计装机量超过1600万 套；昇腾已发展3000多家合作伙伴、400万开发者，Atlas 900超节点规模服务于互联网、金融、运营 商、电力等行业，共同构牢算力根基。 孟晚舟表示，面向未来，智能化变革浪潮奔涌，这是华为面临的长期战略机遇。终端智能体、辅助驾 驶、无人挖掘机、无人重型矿车……正在改变我们每个人的生活生产方式；5G/5G-A、高速光纤交织成 网，让企业的感知无处不在，管理运作愈发便捷；人工智能技术正加速与行业知识融合，从单点效率提 升转向对企业核心业务的系统性价值重构。这场转变不仅是技术的迭代，更是从组织架构、业务流程到 企业文化的一次深刻变革。 时不我待， ...

Core Viewpoint - The article discusses the escalating competition between Google's TPU and NVIDIA's GPU in the AI computing power market, highlighting the implications for the industry and potential investment opportunities and risks [2][3]. Group 1: Competition Between TPU and GPU - Google's TPU, a custom chip, has outperformed NVIDIA's GPU in training AI models, leading to a shift in market dynamics, with NVIDIA's stock down 12.59% and Google's up 12.85% since November [2]. - The competition is framed as a battle between custom and general-purpose chips, with custom chips like TPU focusing on cost reduction and efficiency, while general-purpose GPUs like NVIDIA's offer flexibility and compatibility [3][4]. - Analysts predict that while TPU may currently lead in performance, NVIDIA's upcoming chips could regain the competitive edge, suggesting a parallel evolution rather than a definitive victory for either side [5]. Group 2: Market Implications for Hardware Supply Chain - The competition between TPU and GPU is expected to drive demand for hardware components like optical modules and PCBs, benefiting suppliers in these sectors [6][7]. - If TPU gains market share, it could significantly increase the demand for optical modules, with estimates suggesting TPU v7 could require 3.3 times more optical modules than NVIDIA's Rubin chip [7]. - The shift towards custom chips is anticipated to create a more balanced market by 2029-2030, with a potential 50-50 split between custom and GPU chips [5]. Group 3: Investment Sentiment and Market Outlook - Investors express a cautious optimism regarding AI applications, noting that while TPU's cost advantages could lower barriers for AI adoption, the current focus remains on the need for breakthrough applications [9][10]. - Concerns about an "AI bubble" are raised, with comparisons to the 2000 internet bubble, but analysts argue that the current market is underpinned by strong fundamentals and healthy cash flows [11][12]. - The future of AI applications hinges on the emergence of "killer apps" that can drive significant revenue, with the potential for substantial growth if such applications materialize [10][12].

未来，特发信息将持续赋能AI数据中心高速联接，筑牢AI算力底座，继续推进新型光纤光缆、AI光网 络设施等关键技术突破，助力光纤光缆技术演进朝着超宽谱、智能化、绿色化方向加速推进，构建"空 天地"立体网络全域应用，与产业链伙伴共同打造更高速、更可靠、更绿色的产业新生态，为全球数字 经济发展提供更优质的连接解决方案。 近日，以"纤引全球，数驭未来"为主题的APC全球光纤光缆大会在江苏圆满落幕。在同期举行的"2025 第十九届全球|中国光通信最具竞争力企业10强"颁奖典礼上，特发信息（000070）（000070.SZ）凭借 卓越的综合实力与持续的创新突破，再次斩获"中国光通信最具竞争力企业10强""中国光纤光缆最具竞 争力企业10强"及"中国光传输与网络接入设备最具竞争力企业10强"三项企业重磅大奖，连续19年荣登 榜单。与此同时，特发信息总经理伍历文荣膺 "2025年度中国光通信创新管理人物奖"。 ...