Core Insights - The company reflects on its achievements in 2025, highlighting the dedication and resilience of its teams across various challenging environments [2][4][6] - The company emphasizes the strategic opportunities presented by the ongoing wave of intelligent transformation, which is reshaping industries and enhancing operational efficiency [6] Group 1: Achievements and Contributions - The company assisted operators in building 5G-A networks, providing high-speed connectivity to 60 million users [4] - The HarmonyOS ecosystem has accelerated from "usable" to "user-friendly," with over 36 million devices running HarmonyOS 5.0 and above [4] - Collaborating with automotive partners, the company equipped over 1.4 million vehicles with smart driving capabilities, achieving nearly 7 billion kilometers of assisted driving mileage [4] - The Kunpeng ecosystem has developed over 6,800 partners and 3.8 million developers, with the openEuler operating system installed on over 16 million units [4] - The Ascend ecosystem has established over 3,000 partners and 4 million developers, with the Atlas 900 super node serving various industries [4] Group 2: Environmental and Social Impact - The company produced over 2 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 3: Future Strategic Directions - The company aims to strengthen vertical industry operations, leveraging its diverse capabilities to facilitate intelligent transformation across various sectors [6] - It plans to build an open-source ecosystem around Kunpeng and Ascend, enabling partners to develop products that meet diverse industry needs [6] - The "water strategy" will enhance pipeline flow, integrating AI into communication networks to transition from connectivity to "intelligent connectivity" [6]

Core Viewpoint - The company emphasizes the importance of intelligent transformation across various industries, leveraging its technological advancements and partnerships to enhance user experience and operational efficiency in the new smart era [1][4]. Group 1: Achievements in 2025 - The company assisted operators in building 5G-A networks, providing high-speed network connectivity to 60 million users [2][3]. - The HarmonyOS ecosystem has accelerated from "usable" to "user-friendly," with over 36 million devices running HarmonyOS 5.0 and above [2][3]. - Collaborated with automotive partners to equip over 1.4 million passenger vehicles with intelligent driving capabilities, achieving nearly 7 billion kilometers of assisted driving mileage [3]. Group 2: Strategic Focus for 2026 - The company aims to strengthen vertical industry operations, utilizing its "mixed bag" advantage to facilitate intelligent transformation across various sectors [4]. - Plans to build an open-source ecosystem around Kunpeng and Ascend, enabling partners to develop products that meet diverse industry needs and promote the accessibility of cluster and super-node technologies [4]. - The "water strategy" will enhance pipeline flow, integrating AI into communication networks to transition from connectivity to "smart connectivity" [4]. Group 3: Future Vision - The company envisions a future where intelligent transformation reshapes production and lifestyle, with advancements in terminal intelligence, autonomous driving, and AI integration into core business processes [3][4]. - The focus will be on enhancing consumer experiences within the Harmony ecosystem, ensuring a prosperous AI experience for end-users [4]. - The company is committed to restructuring AI data centers to maximize output efficiency and improve charging experiences through liquid cooling and ultra-fast charging technologies [4].

Core Viewpoint - The article emphasizes the company's achievements and strategic direction as it navigates the challenges of the intelligent era, highlighting its commitment to innovation and customer experience [1][3][6]. Group 1: Achievements and Innovations - The company has supported operators in building 5G-A networks, providing high-speed connectivity to 60 million users [2]. - The HarmonyOS ecosystem has accelerated from "usable" to "well-used," with over 36 million devices running HarmonyOS 5.0 and above [2]. - The company has partnered with automotive manufacturers, equipping over 1.4 million vehicles with smart driving capabilities, accumulating nearly 7 billion kilometers of assisted driving mileage [2]. - The Kunpeng ecosystem has developed over 6,800 partners and 3.8 million developers, with the openEuler operating system installed on over 16 million units [2]. - 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 [2]. Group 2: Future Strategic Directions - The company aims to leverage the wave of intelligent transformation, focusing on vertical industry applications and enhancing its ecosystem to meet diverse market needs [3][5]. - The integration of AI technology with industry knowledge is expected to drive systemic value reconstruction across core business processes [4]. - The company plans to enhance consumer experiences through the Harmony ecosystem and AI integration, ensuring a seamless and innovative user experience [5]. - The strategic focus for 2026 includes strengthening organizational capabilities and achieving success through quality and value [7].

Core Insights - The company has made significant strides in various sectors, including telecommunications, AI, and green energy, showcasing its commitment to innovation and customer service [2][3][5]. Group 1: Achievements in Technology and Services - The company has assisted operators in building 5G-A networks, providing high-speed connectivity to 60 million users [3]. - The HarmonyOS ecosystem has seen over 36 million devices running Harmony 5.0 and above, indicating a rapid enhancement in user experience [3]. - The company has partnered with automotive firms, equipping over 1.4 million vehicles with smart driving capabilities, covering nearly 7 billion kilometers of assisted driving [3]. - The Kunpeng ecosystem has expanded to over 6,800 partners and 3.8 million developers, with the openEuler operating system installed on over 16 million units [3]. - The Ascend AI platform has developed over 3,000 partnerships and 4 million developers, with the Atlas 900 serving various industries [3]. Group 2: Environmental and Social Impact - The company has produced over 2 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 [3]. - The company emphasizes the importance of customer experience and aims to enhance the Harmony ecosystem to provide more surprises for end consumers [6]. Group 3: Strategic Vision for the Future - The company is focused on deepening its industry verticals and leveraging its diverse capabilities to facilitate intelligent transformation across various sectors [6]. - There is a commitment to building an open-source ecosystem around Kunpeng and Ascend, enabling partners to develop products that meet diverse industry needs [6]. - The company aims to integrate AI into communication networks, transitioning from connectivity to intelligent connectivity [6]. - The strategic focus for 2026 includes enhancing AI data centers and improving charging experiences through liquid cooling technology [6].

Core Insights - The company views the wave of intelligent transformation as a long-term strategic opportunity, focusing on deepening industry applications of AI in various sectors such as healthcare, steel production, and oil and gas exploration [2][5] Group 1: Achievements in 2025 - The company assisted operators in building 5G-A networks, providing high-speed connectivity to 60 million users [4] - The HarmonyOS ecosystem has accelerated from "usable" to "user-friendly," with over 36 million devices running HarmonyOS 5.0 and above [4] - Collaborated with automotive partners to equip over 1.4 million vehicles with smart driving capabilities, covering nearly 7 billion kilometers of assisted driving [4] - The Kunpeng ecosystem has developed over 6,800 partners and 3.8 million developers, while the openEuler operating system has been installed on over 16 million units [4] - The company 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 Focus for 2026 - The company aims to strengthen vertical industry operations and leverage its "mixed" advantages to enable intelligent transformation across various sectors [7] - Plans to build an open-source Kunpeng and Ascend ecosystem to empower partners in developing products that meet diverse industry needs [7] - The "water strategy" will enhance pipeline flow, integrating AI into communication networks to transition from connectivity to "intelligent connectivity" [7] - The company will prioritize consumer experience to enrich the HarmonyOS ecosystem and enhance AI experiences for end-users [7] - The focus will also include enhancing AI data centers for greater efficiency and implementing liquid cooling for fast charging solutions [7]

12月30日上午，华为官方公众号发布了轮值董事长孟晚舟的2026年新年致辞《追风赶月莫停留，平芜尽处是春山》。 在致辞中，孟晚舟表示， 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。 在2026年华为将聚焦的主战场中，孟晚舟提到了 强化行业垂直作战、构建开源开放的鲲鹏昇腾生态、繁荣鸿蒙生态以及重构AI数据中心多 个方面。 "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。"孟晚舟说。 致辞 全文 如下： 追风赶月莫停留，平芜尽处是春山 ——2026年新年致辞 轮值董事长 孟晚舟 时光的潮水正漫过2025的岸线，回望这一年的忙碌与奔赴，那些深浅不一的足迹，正是我们奋力向前的最好见证： 在撒哈拉沙漠南缘，网优工程师穿梭在44℃高温、红土飞扬的街头，厘清网络症结； 在大西洋的七级风浪中，光网专家克服严重晕船，和客户一起定位故障、恢复通信； 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 ...

Core Viewpoint - The company emphasizes its achievements in 2025 and outlines its strategic opportunities in the wave of intelligent transformation, highlighting the importance of adaptability and continuous improvement in the face of uncertainty [1][6][9]. Group 1: Achievements in 2025 - The company assisted operators in building 5G-A networks, providing high-speed network connectivity to 60 million users [5]. - The Harmony ecosystem has accelerated from "usable" to "user-friendly," with over 36 million devices running Harmony 5.0 and above [5]. - Collaborating with automotive partners, the company equipped over 1.4 million passenger cars with smart driving capabilities, achieving nearly 7 billion kilometers of assisted driving mileage [5]. - The Kunpeng ecosystem has developed over 6,800 partners and 3.8 million developers, with the openEuler operating system installed on over 16 million units [5]. - The Ascend ecosystem has over 3,000 partners and 4 million developers, with the Atlas 900 super node serving various industries, including internet, finance, telecommunications, and power [5]. - 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 [5]. Group 2: Future Strategic Directions - The company identifies the wave of intelligent transformation as a long-term strategic opportunity, focusing on deepening industry verticals and enabling intelligent transformation across various sectors [6][7]. - Plans include building an open-source Kunpeng and Ascend ecosystem to empower partners in developing products that meet diverse industry needs [8]. - The company aims to enhance consumer experiences through the Harmony ecosystem and improve AI integration in communication networks [8]. - Future initiatives will focus on reconstructing AI data centers and enhancing charging experiences with liquid cooling and ultra-fast charging technologies [8]. Group 3: Call to Action - The company acknowledges the challenges ahead but emphasizes the necessity of facing them head-on, believing that success belongs to those who dare to take risks and engage in self-criticism [9]. - A commitment to strategic focus and organizational strength is highlighted as essential for achieving success in 2026 [9].

Core Viewpoint - Huawei emphasizes strategic focus and organizational strength to navigate challenges and seize long-term opportunities in the wave of intelligent transformation [1][9]. Group 1: Achievements in 2025 - Huawei assisted operators in building 5G-A networks, providing high-speed connectivity to 60 million users [4]. - The HarmonyOS ecosystem has accelerated, with over 36 million devices running HarmonyOS 5.0 and above [4]. - Collaborated with automotive partners to equip over 1.4 million vehicles with smart driving capabilities, covering nearly 7 billion kilometers of assisted driving [4]. - The Kunpeng ecosystem has grown to over 6,800 partners and 3.8 million developers, with the openEuler operating system installed on over 16 million units [4]. - The Ascend ecosystem has developed over 3,000 partners and 4 million developers, with the Atlas 900 super node serving various industries [4]. - In green energy, Huawei 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 Directions - The company aims to strengthen vertical industry operations and leverage its diverse advantages to facilitate intelligent transformation across various sectors [8]. - Huawei plans to build an open-source ecosystem for Kunpeng and Ascend, enabling partners to develop products that meet diverse industry needs [8]. - The "water strategy" will enhance pipeline flow, integrating AI into communication networks to transition from connectivity to "intelligent connectivity" [8]. - The focus will remain on consumer experience to enrich the HarmonyOS ecosystem and enhance AI experiences for end-users [8]. - The company will work on reconstructing AI data centers to maximize output efficiency and improve charging experiences with liquid-cooled fast charging technology [8].

Core Viewpoint - Huawei's rotating chairman Meng Wanzhou delivered a New Year address reflecting on the company's achievements in 2025 and outlining strategic focuses for 2026, emphasizing resilience, professionalism, and passion in overcoming challenges and creating value [1][3][6]. Achievements in 2025 - Huawei assisted operators in building 5G-A networks, providing high-speed connectivity to 60 million users [5]. - The HarmonyOS ecosystem progressed from "usable" to "user-friendly," with over 36 million devices running HarmonyOS 5.0 and above [5]. - The QianKun Intelligent Driving system was implemented in over 1.4 million passenger vehicles, accumulating nearly 7 billion kilometers of assisted driving [5]. - The Kunpeng and Ascend ecosystems expanded, with 6,800 and over 3,000 partners respectively, and a developer community exceeding 7.8 million [5]. - The openEuler operating system installation surpassed 16 million units [5]. - Huawei produced over 20 trillion kilowatt-hours of green electricity, equivalent to planting 1.45 billion trees, demonstrating its commitment to green and low-carbon initiatives [5]. Strategic Focus for 2026 - The company aims to enhance vertical industry capabilities, focusing on intelligent transformation across various sectors [4][8]. - Huawei plans to build an open-source Kunpeng and Ascend ecosystem to promote accessible AI computing power [4][8]. - The "Water Strategy" will be employed to stimulate pipeline traffic, transitioning from "connectivity" to "intelligent connectivity" [4][8]. - The company will continue to enrich the HarmonyOS ecosystem, enhancing consumer AI experiences [4][8]. - There will be an acceleration in the large-scale implementation of Harmony Intelligent Driving and QianKun Intelligent Driving to create safe and comfortable travel experiences [4][8]. Call to Action - Meng Wanzhou emphasized that past successes do not guarantee future achievements, urging Huawei employees to strive for quality and strengthen organizational capabilities in the face of uncertainties in the intelligent transformation journey [10][11].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 新浪科技讯 12月30日上午消息，华为轮值董事长孟晚舟今日发布题为《追风赶月莫停留，平芜尽处是 春山》的新年致辞，总结2025年的发展成绩，以及展望2026年的战略方向。 她在致辞中透露，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，辅助驾驶里程近70亿公里；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；与绿色能源客 户并肩前行，累计生产绿电超过2万亿度，节电1500亿度，减排10.6亿吨，相当于种植14.5亿棵树。 面向2026年，她提出，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生活生产方式； ...