Group 1 - Changxin Technology has applied for an IPO on the Sci-Tech Innovation Board, planning to issue no more than 10.622 billion shares, with a financing amount of 29.5 billion yuan [2] - Meta has officially announced the acquisition of AI company Manus for up to several billion dollars, marking its third-largest acquisition since inception, enhancing its AI technology and ecosystem [2] - Kweichow Moutai announced the launch of a new 53-degree, 500ml Feitian Moutai liquor in 2026, with a production volume set to prevent speculation and stabilize the market [2] Group 2 - TSMC announced that its 2nm semiconductor will start mass production in Q4 2025, with a 30% improvement in energy efficiency and a 15% performance increase compared to the 3nm N3E process [3] - Mingde Bio plans to acquire Bikaier from Bluefan Medical, which is expected to constitute a major asset restructuring, enhancing its competitiveness in the healthcare industry [5] - Xiaomi is accelerating its automotive product matrix expansion, planning to launch at least four new models by 2026, indicating a dual-line strategy of "pure electric + range extender" [5] Group 3 - Amazon plans to invest up to $50 billion to build AI and high-performance computing systems for U.S. government agencies, starting construction of data centers in 2026 [7] - Nvidia is in talks to acquire Israeli AI startup AI21 Labs for up to $3 billion, while also purchasing $5 billion in Intel shares to integrate RTX GPUs with Intel processors [7] - Tesla's global production of electric vehicles reached 9 million, with nearly half of the capacity contributed by China, although Q4 delivery is expected to decline by 15% year-on-year [7] Group 4 - SoftBank has completed a total investment commitment of $40 billion in OpenAI, with the last tranche of $22 billion to $22.5 billion recently disbursed [9] - NEC has announced the cessation of development for 4G and 5G wireless base stations, marking its exit from the global base station market [9] - Samsung Electronics, along with SK Hynix, has received U.S. export licenses for chip manufacturing equipment to China, ensuring stable operations in the Chinese market [9] Group 5 - Vodafone has completed the acquisition of German cloud service company Skaylink for €175 million, aimed at enhancing its capabilities in the European cloud computing market [12] - BMW has begun sourcing Exynos Auto chips from Samsung for its new iX3 electric vehicle, expanding their collaboration into software-defined vehicles [12] - Mercedes-Benz has invested 1.34 billion yuan in Chongqing Qianli Technology to integrate its autonomous driving business onto a unified platform [13]

Core Viewpoint - Huawei's 2026 strategy focuses on enabling intelligent transformation across various industries, building an open-source ecosystem, and enhancing AI capabilities, with key areas including the development of the Kunpeng and Ascend ecosystems, and advancements in AI data centers and fast charging technologies [12][19]. Achievements in 2025 - Huawei assisted operators in building 5G-A networks, providing high-speed connectivity to 60 million users [11][15]. - The HarmonyOS ecosystem improved user experience, with over 36 million devices running HarmonyOS 5.0 and above [11][15]. - The QianKun Intelligent Driving system equipped over 1.4 million passenger cars, accumulating nearly 7 billion kilometers of assisted driving mileage [11][15]. - The Kunpeng ecosystem expanded to over 6,800 partners and 3.8 million developers, with the openEuler operating system installed on over 16 million devices [11][15]. - The Ascend ecosystem grew to over 3,000 partners and 4 million developers, with Atlas 900 supernodes serving various industries [11][15]. - AI applications were explored in sectors such as medical pathology, steel furnace temperature prediction, and oil and gas exploration, creating new industry value [11][15]. - Collaborating with green energy clients, Huawei produced over 2 trillion kWh of green electricity, saved 150 billion kWh, and reduced emissions by 1.06 billion tons, equivalent to planting 1.45 billion trees [11][15]. Future Strategic Focus - The company aims to deepen industry verticals and leverage its diverse capabilities to enable intelligent transformation across various sectors [18]. - Building an open-source Kunpeng and Ascend ecosystem will facilitate partners in developing products that meet diverse industry needs [18]. - The integration of AI into communication networks will transition from connectivity to intelligent connectivity [18]. - The focus will remain on enhancing consumer experiences within the Harmony ecosystem, providing more surprises for end-users [18]. - The company plans to reconstruct AI data centers to maximize output efficiency and implement liquid cooling for fast charging solutions [18].

Core Insights - Huawei's Vice Chairman and CFO Meng Wanzhou highlighted the company's achievements over the past year, particularly in supporting operators in advancing 5G-A network construction, benefiting 60 million users with high-speed and stable network connectivity [2][3] Ecosystem Development - The HarmonyOS ecosystem has significantly improved, with user experience evolving from "usable" to "good," and the number of devices running HarmonyOS 5.0 and above has surpassed 36 million [2][3] - The Kunpeng ecosystem continues to expand, attracting over 6,800 partner companies and 3.8 million developers [2][3] - The open-source operating system openEuler has seen a cumulative deployment of over 16 million sets [2][3] Artificial Intelligence Initiatives - The Ascend ecosystem has gathered over 3,000 partners and 4 million developers, with the Atlas 900 super node system being applied across various industries such as internet, finance, telecommunications, and electricity, reinforcing the digital infrastructure [2][3] Future Outlook - The acceleration of intelligent transformation presents profound strategic opportunities, although the path to strategic goals is filled with challenges and uncertainties [2][3] - The company emphasizes the importance of steadfast belief and resilience in navigating through transformations to gain initiative [2][3]

Core Viewpoint - Huawei's rotating chairman Meng Wanzhou delivered a New Year message for 2026, emphasizing the importance of continuous progress and innovation in the face of challenges [1] Group 1: Achievements in 2025 - Huawei made significant advancements in various sectors, including network optimization, HarmonyOS, intelligent driving, and data centers [4] - Over 36 million devices are now running HarmonyOS 5.0 and above, while the QianKun intelligent driving system has been installed in over 1.4 million passenger vehicles [4][7] - The company has supported the construction of 5G-A networks, providing high-speed connectivity to 60 million users [7] Group 2: Future Development Directions - Future strategies include enabling intelligent transformation across various industries, integrating AI into communication networks, and promoting the Harmony ecosystem [5][9] - The company aims to enhance the AI capabilities of its products, such as autonomous driving and smart devices, to improve user experiences [8][9] - Huawei plans to focus on building an open ecosystem for its Kunpeng and Ascend platforms, facilitating the development of industry-specific solutions [9] Group 3: Environmental and Social Contributions - Huawei 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 [7] Group 4: Strategic Focus for 2026 - The company will concentrate on vertical industry operations, leveraging its diverse capabilities to drive intelligent transformation across sectors [9][10] - Emphasis will be placed on enhancing organizational capabilities and focusing on quality to achieve success in the competitive landscape of 2026 [10]

Core Insights - Huawei's rotating chairman Meng Wanzhou emphasized the company's strategic focus on quality and key battlefields for 2026, including vertical industry operations, building the Kunpeng and Ascend ecosystems, and promoting HarmonyOS in automotive and AI applications [1][9]. Group 1: Strategic Focus - The company aims to strengthen vertical industry operations and enhance the Kunpeng and Ascend ecosystems [1][9]. - There is a commitment to promote HarmonyOS and its applications in smart driving and AI integration within communication networks [1][9]. Group 2: Achievements and Progress - In the past year, Huawei has supported operators in building 5G-A networks, providing high-speed connectivity to 60 million users [6]. - The HarmonyOS ecosystem has seen over 36 million devices running HarmonyOS 5.0 and above [6]. - The company has partnered with automotive firms to equip over 1.4 million vehicles with smart driving capabilities, accumulating nearly 7 billion kilometers of assisted driving mileage [6]. Group 3: Future Opportunities - The company recognizes the long-term strategic opportunities presented by the wave of intelligent transformation across various industries [7][8]. - AI technology is expected to accelerate integration with industry knowledge, leading to systemic value reconstruction in core business operations [8]. Group 4: Environmental Commitment - Huawei has produced over 20 billion kilowatt-hours of green electricity, saved 150 billion kilowatt-hours of energy, and reduced emissions by 1.06 billion tons, equivalent to planting 1.45 billion trees [6].

Core Viewpoint - Huawei's rotating chairman Meng Wanzhou emphasized the company's strategic focus and commitment to quality in 2026, highlighting key battlefields such as vertical industry operations, ecosystem development, and AI integration in communication networks [1]. Group 1: Strategic Focus Areas - Strengthening vertical industry operations to enable intelligent transformation across various sectors [7]. - Building an open-source ecosystem with Kunpeng and Ascend to support partners in developing products that meet diverse industry needs [7]. - Promoting HarmonyOS and its applications to enhance user experience and drive consumer engagement [7]. Group 2: Achievements and Progress - Huawei has supported operators in building 5G-A networks, providing high-speed connectivity to 60 million users [5]. - The Harmony ecosystem has seen over 36 million devices running HarmonyOS 5.0 and above [5]. - The QianKun intelligent driving system has been installed in over 1.4 million vehicles, with nearly 7 billion kilometers of assisted driving mileage [5]. Group 3: Future Opportunities - The company recognizes the long-term strategic opportunities presented by the wave of intelligent transformation, including advancements in AI, 5G, and smart devices [6]. - AI technology is accelerating its integration with industry knowledge, leading to systemic value reconstruction in core business operations [6]. - The focus will be on enhancing consumer experiences and ensuring safety and comfort in driving through innovative technologies [7].

Core Viewpoint - Huawei's 2026 New Year address by rotating chairman Meng Wanzhou emphasizes the company's commitment to advancing 5G-A networks and enhancing its ecosystem, while facing challenges head-on [2] Group 1: 5G Network Development - In 2026, Huawei assisted operators in building 5G-A networks, providing high-speed network connectivity to 60 million users [2] Group 2: Ecosystem Enhancement - The HarmonyOS ecosystem has accelerated from "usable" to "user-friendly," with over 36 million devices running HarmonyOS 5.0 and above [2] Group 3: Strategic Focus Areas - Key strategic focuses for Huawei in 2026 include strengthening vertical industry operations, building an open-source Kunpeng and Ascend ecosystem, promoting the HarmonyOS ecosystem, and reconstructing AI data centers [2] Group 4: Company Philosophy - Meng Wanzhou highlighted the importance of resilience and self-criticism in overcoming obstacles, stating that ultimate victory belongs to those who dare to confront challenges [2]

Core Insights - Huawei's 2023 New Year address highlighted significant achievements in 5G-A network construction, providing high-speed connectivity to 60 million users [1] - The HarmonyOS ecosystem has expanded, with over 36 million devices running HarmonyOS 5.0 and above, enhancing user experience [1] - Huawei's collaboration with automotive partners has led to the installation of smart driving systems in over 1.4 million vehicles, accumulating nearly 7 billion kilometers of assisted driving mileage [1] Group 1 - Huawei has developed over 6,800 partners and 3.8 million developers for its Kunpeng platform, while the openEuler operating system has reached an installation base of over 16 million [3] - The Ascend AI platform has over 3,000 partners and 4 million developers, with Atlas 900 super nodes serving various industries, including internet, finance, telecommunications, and power [3] - Huawei has produced over 2 trillion kilowatt-hours of green electricity, saved 150 billion kilowatt-hours, and reduced emissions by 1.06 billion tons, equivalent to planting 1.45 billion trees [3] Group 2 - The company emphasizes the importance of intelligent transformation across industries, leveraging AI applications in sectors such as healthcare, steel production, and oil and gas exploration [4] - Huawei aims to enhance its vertical industry capabilities, fostering an open ecosystem for partners to develop products that meet diverse industry needs [4] - The company is focused on consumer experience, promoting the HarmonyOS ecosystem and enhancing AI experiences for end-users [4] Group 3 - Huawei's strategic direction includes a commitment to overcoming challenges in the intelligent era, with a focus on quality and organizational strength [5] - The company anticipates that the main battleground for its strategies will be in 2026, emphasizing the need for resilience and adaptability in a rapidly changing environment [5]

Core Insights - Huawei's 2025 vision emphasizes its commitment to supporting operators in building 5G-A networks, aiming to provide high-speed connectivity for 60 million users [3][6] - The company has significantly expanded its ecosystem, with over 6,800 partners and 3.8 million developers for the Kunpeng platform, and over 3,000 partners and 4 million developers for the Ascend platform [4][8] - Huawei plans to leverage its "mixed-use" advantage to facilitate intelligent transformation across various industries in 2026 [5][10] Group 1: Strategic Developments - In 2025, Huawei will assist operators in constructing 5G-A networks, enhancing connectivity for 60 million users [3][6] - The Kunpeng ecosystem has grown to include over 6,800 partners and 3.8 million developers, while the Ascend ecosystem has over 3,000 partners and 4 million developers [4][8] - The company aims to create an open-source ecosystem for Kunpeng and Ascend, promoting technology accessibility and collaboration [5][10] Group 2: Technological Advancements - Huawei's HarmonyOS 5 and above have been installed on over 36 million devices, indicating a strong adoption rate [7] - The QianKun Intelligent Driving system has equipped over 1.4 million passenger vehicles, with nearly 7 billion kilometers of assisted driving mileage [7][8] - Future plans include restructuring AI data centers for greater efficiency and developing liquid-cooled ultra-fast charging solutions [7][10] Group 3: Environmental and Social Impact - Huawei 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 [8] - The company emphasizes the importance of user experience and aims to enhance the Harmony ecosystem to provide more surprises for end consumers [10]

Core Insights - The company reflects on its achievements in 2025, highlighting significant contributions to various sectors, including telecommunications, AI, and green energy [3][4][5] - The company emphasizes the importance of intelligent transformation as a long-term strategic opportunity in the face of rapid technological advancements [5][6] Group 1: Achievements in 2025 - The company assisted operators in building 5G-A networks, providing high-speed connectivity to 60 million users [3] - Collaborations with automotive partners led to the installation of smart systems in over 1.4 million vehicles, with nearly 7 billion kilometers of assisted driving mileage [4] - The company developed a robust ecosystem with over 6,800 partners and 3.8 million developers for its computing platforms, achieving over 16 million installations of the openEuler operating system [4] Group 2: Environmental 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 plans to enhance vertical industry operations, leveraging its diverse capabilities to facilitate intelligent transformation across various sectors [6][7] - The focus will be on building an open ecosystem for its computing platforms, enabling partners to develop products that meet diverse industry needs [7] - The company aims to improve consumer experiences through the HarmonyOS ecosystem and enhance safety and comfort in automotive experiences [7][8]