杭州光云科技股份有限公司 杭州光云科技股份有限公司（以下简称"公司"）为进一步完善公司法人治理 结构，健全公司的激励约束机制，形成良好均衡的价值分配体系，充分调动公司 核心团队的积极性，使其更诚信勤勉地开展工作，以保证公司业绩稳步提升，确 保公司发展战略和经营目标的实现，公司拟实施2025年限制性股票激励计划（以 下简称"股权激励计划"或"限制性股票激励计划"）。 为保证股权激励计划的顺利实施，现根据《中华人民共和国公司法》《中华 人民共和国证券法》《上市公司股权激励管理办法》《上海证券交易所科创板股 票上市规则》《科创板上市公司自律监管指南第4号——股权激励信息披露》等 有关法律、法规和规范性文件、以及《公司章程》、公司限制性股票激励计划的 相关规定，并结合公司的实际情况，特制定本办法。 一、考核目的 进一步完善公司法人治理结构，建立和完善公司激励约束机制，保证公司 进而确保公司发展战略和经营目标的实现。 二、考核原则 考核评价必须坚持公正、公开、公平的原则，严格按照本办法和考核对象的 业绩进行评价，以实现2025年限制性股票激励计划与激励对象工作业绩、贡献紧 密结合，从而提高公司整体业绩，实现公司与全体股 ...

Core Insights - Huawei launched the HarmonyOS 6 Developer Beta at the HDC 2025, introducing new innovations such as the HMAF framework and the Starlight Program with a total investment of 100 million yuan to support developers [1][20] - The HarmonyOS ecosystem has seen significant growth, with over 40 devices running HarmonyOS 5 and more than 30,000 applications in development, including over 100 enterprise applications [1][18] Connectivity and User Experience - HarmonyOS 6 features a new connectivity architecture that supports over 660 applications, enhancing user experience with low latency and seamless sharing capabilities [3][5] - The "One Touch" feature has been upgraded to allow users to share content easily between devices, such as photos and videos, without using data [3][5] AI and Smart Capabilities - The introduction of the HMAF framework allows developers to create intelligent agents that can perform tasks with simple voice commands, enhancing the overall efficiency of mobile applications [7][9] - AI privacy protection features have been upgraded to ensure user data remains private, with capabilities like automatic content hiding when someone else is looking at the device [11] Performance and Application Integration - HarmonyOS 6 improves application performance with instant loading and seamless transitions between devices, supported by the Ark Engine [13][16] - The system's scanning capabilities have been enhanced, allowing for long-distance QR code scanning, improving user convenience [14] Ecosystem Development and Partnerships - Huawei is fostering ecosystem growth by collaborating with various partners to introduce innovative features across different sectors, enhancing user experiences in travel, entertainment, and shopping [18][20] - The Starlight Program aims to encourage innovation among campus developers and creative talents, further enriching the HarmonyOS ecosystem [20][22]

Core Insights - Huawei's Developer Conference (HDC 2025) showcased the latest advancements in technology and strategic plans for the HarmonyOS ecosystem [1][3] - HarmonyOS 6 is set to enter Beta testing for developers, marking a significant update just 8 months after the release of HarmonyOS 5 [3] - The conference highlighted technological breakthroughs and ecosystem progress within HarmonyOS [3][4] Technological Breakthroughs - HarmonyOS 6 leverages advanced technologies such as Harmony AI, Pangu model/MindSpore framework, Ark Engine, and Star Shield security architecture to enhance connectivity, intelligence, security, and user experience [4] - The system supports over 50 apps for seamless sharing and collaboration, significantly improving work efficiency [6] - With over 4,000 applications integrated through AI components and 470 services connected to the intent framework, HarmonyOS aims to create a comprehensive intelligent interaction ecosystem [6] Developer and Ecosystem Innovation - The HarmonyOS ecosystem is designed to break down device barriers, enabling intelligent interconnectivity across various applications, from office software to smart home devices [7] - Over 8 million developers are contributing to the HarmonyOS ecosystem, with more than 30,000 applications and services actively being developed and updated [9] - Huawei organized various developer activities, including the 2025 HarmonyOS Innovation Competition, to stimulate creativity and innovation within the ecosystem [11] Developer Engagement and Training - The conference featured events like the Geek Marathon and CodeLabs training camp, providing developers with hands-on experience and training in advanced technologies [12] - The training camp focuses on practical applications of Huawei's cloud products, enhancing developers' skills and project experience [12] Ecosystem Growth and User Experience - The open-source HarmonyOS has accumulated over 1.3 billion lines of code and nearly 9,000 community contributors, fostering innovation across multiple industries [12] - More than 1 billion devices are now connected to the HarmonyOS ecosystem, facilitating seamless interconnectivity and enhancing user experience [14] - The advancements in the HarmonyOS ecosystem reflect its strong appeal and ability to attract developers, partners, and users, promoting a collaborative and innovative environment [14]

Core Viewpoint - The article emphasizes the significant updates in HarmonyOS 6, showcasing a comprehensive embrace of AI and intelligent agents, marking a pivotal evolution in the operating system's capabilities [2][60]. Group 1: AI Integration - The new AI features include a video call capability for the Xiao Yi assistant, allowing real-time interaction and explanation of its surroundings [3][26]. - AI will enhance various system applications, including advanced photo editing capabilities, with AI-driven style effects and composition assistance based on over 500,000 images [5][20][22]. - The Xiao Yi assistant has been upgraded to integrate with Huawei's Pangu and DeepSeek models, utilizing a training dataset of 20 trillion tokens [14][15]. Group 2: Ecosystem Expansion - Over 3,000 applications and meta-services are currently in accelerated development to become more integrated with HarmonyOS [9]. - The HarmonyOS 6 developer Beta version introduces a new interconnected architecture, supporting over 660 applications for a smoother and more innovative experience [8]. - The launch of over 50 HarmonyOS smart agents, including popular applications like Weibo and DingTalk, highlights the ecosystem's growth [8][34]. Group 3: Cross-Device Connectivity - The "One Touch Share" feature allows users to share content across devices seamlessly, now supporting over 50 applications and enabling multi-device sharing without data consumption [37][40]. - The system supports reverse transmission, allowing users to transfer edited images back to their mobile devices effortlessly [54]. - The seamless integration across devices is showcased in a promotional video, demonstrating the fluid transfer of media between various Huawei devices [56]. Group 4: Developer Engagement - The event featured numerous developers showcasing their contributions to the HarmonyOS ecosystem, indicating a robust collaborative environment [57][58]. - The article suggests that HarmonyOS is not merely a replacement for Android but is designed for the AI era, emphasizing its unique capabilities and fully domestic development [59][60].

智通财经6月20日电，在华为开发者大会2025上，华为常务董事、华为云计算CEO张平安分享了盘古大 模型在工业、农业、科研等领域的丰富创新应用和落地实践，并发布盘古大模型5.5，在自然语言处 理，多模态等5大基础模型全面升级。 华为发布盘古大模型5.5 ...

6月20日下午，在华为开发者大会2025上，华为常务董事、华为云计算CEO张平安分享了盘古大模型在 工业、农业、科研等领域的丰富创新应用和落地实践，并重磅发布盘古大模型5.5，在自然语言处理， 多模态等5大基础模型全面升级，加速重塑千行万业。在自然语言处理方面，盘古NLP大模型发布718B MoE混合专家模型，在知识推理、工具调用等领域达到业界第一梯队，在高效长序列、低幻觉、快慢思 考融合、Agent等特性上进行升级，提升用户体验。盘古大模型基于昇腾云的全栈软硬件训练，这标志 着基于昇腾可以打造出世界一流大模型。(央视新闻) ...

《科创板日报》20日讯，华为首批50+鸿蒙智能体即将上线。基于鸿蒙智能体，消费者与鸿蒙系统、应 用的交互将发生根本改变，通过鸿蒙智能体系统级安全可信、自主可控的个性化、多智能体间高效协 同、多设备间自然流程等特质，真正从传统的"以用户指令为中心"转变为"以用户意图为中心"。 华为发布全新鸿蒙智能体 ...

Group 1 - The KubeCon+CloudNativeCon China 2025 conference was held in Hong Kong, focusing on the integration of cloud-native technologies and AI, featuring global open-source developers and industry leaders [1] - Huawei participated significantly in the conference, delivering three keynote speeches and over ten technical sessions, showcasing breakthroughs in the field of cloud-native and AI integration [1][3] - Open-source is recognized as a key driver for innovation, enabling faster development cycles and creating exponential value for the next technological revolution [1] Group 2 - Huawei's Chief Open Source Liaison Officer, Ren Xudong, discussed the evolution of computing clusters in the AI era, emphasizing the need for unified management of computing resources to support major AI frameworks [3] - Bilibili, with over 100 million monthly active users, has developed a cloud-native AI platform using Volcano and Karmada to optimize workload scheduling and enhance resource utilization [4][6] - iFlytek achieved significant improvements in AI model training efficiency by utilizing Volcano, increasing GPU utilization by over 40% and reducing fault recovery time by 70% [7][9] Group 3 - Karmada is highlighted as a multi-cloud management engine that addresses challenges in deploying AI tasks across multiple clusters, enhancing the reliability of large-scale data platforms [10][12] - KubeEdge, as a graduate project of CNCF, is recognized for its capabilities in edge computing, providing unified management and real-time advantages in various industry applications [14] - Kmesh, a cloud-native traffic management engine, utilizes eBPF technology to improve performance and reliability in handling large-scale traffic applications [16] Group 4 - openGemini, a high-performance time-series database, is designed for various industries, including IoT and aerospace, and aims to reduce business costs through efficient data storage and querying [18] - openFuyao focuses on building a diverse computing ecosystem to address the complexities of AI workloads, promoting effective resource management and scheduling [20] - Huawei continues to collaborate with global enterprises and developers to drive innovation in AI and cloud-native technologies, contributing to the intelligent transformation of various industries [20]

证券研究报告：计算机 | 公司点评报告 发布时间：2025-06-19 股票投资评级 公司基本情况 | 最新收盘价（元） | 10.96 | | --- | --- | | 总股本/流通股本（亿股）4.00 | / 4.00 | | 总市值/流通市值（亿元）44 | / 44 | | 52 周内最高/最低价 | 11.53 / 6.88 | | 资产负债率(%) | 19.8% | | 市盈率 | 68.41 | | 第一大股东 | 山东山大资本运营有限 | | 公司 | | 研究所 分析师:孙业亮 SAC 登记编号:S1340522110002 Email:sunyeliang@cnpsec.com 分析师:常雨婷 SAC 登记编号:S1340523080001 Email:changyuting@cnpsec.com 山大地纬(688579) 实控人拟变更，"AI+区块链"领军开启新征程 l "AI+区块链"领军，实控人变更注入增长动能 山大地纬是国内领先的"AI+区块链"科技服务商，是山东大学 校属企业，坚持"产学研用"深度融合的创新发展之路。公司持续构 建业界领先的产品和解决方案，推进智慧人社、智慧医 ...

Core Insights - The development of AI is creating new opportunities across various industries, with large models driving the digital ecosystem forward [1] - The industrial internet is becoming a key driver for digital transformation in many sectors, enhancing efficiency and intelligence in products and services [1] Group 1: Company Developments - Meiyun Zhishu, an industrial software company incubated by Midea Group, leverages AI technologies to provide digital consulting services and industrial software solutions across verticals like automotive and electronics [2] - Xuanwu Cloud, a CRM service provider, is enhancing its AI capabilities to create impactful products, such as its Xuantong AI, which improves marketing efficiency for consumer goods companies [3] - Mingyuan Cloud, a digital solution provider for the real estate ecosystem, is accelerating its "AI+SaaS" product innovation to drive business growth and enhance customer engagement [3] Group 2: Industry Trends - The integration of AI in industrial internet is significantly supporting digital transformation and improving production efficiency across various sectors [4] - Companies like Meiyun Zhishu are sharing their digital experiences with other manufacturers, helping them implement AI solutions to enhance operational efficiency [4] - The collaboration between industry and academia is being emphasized, with companies like Gechuang Dongzhi partnering with universities to foster AI research and application [6][7] Group 3: Talent Development - There is a notable talent shortage in the AI and digitalization sectors, prompting companies to collaborate with educational institutions to bridge the gap [6] - Meiyun Zhishu is actively working with nearly 200 universities to create a comprehensive talent innovation platform that integrates education and industry needs [7]