股东信息显示，该公司由华为终端（深圳）有限公司全资持股。而华为终端（深圳）是华为投资控 股有限公司的控股子公司，后者持股比例为67.95%，受益人为任正非，法定代表人为赵明路。 如果您希望可以时常见面，欢迎标星收藏哦~ 天眼查工商信息显示，12月12日，华为终端有限公司发生工商变更，郭平卸任董事长，由余承东 接任。同时，多位高管发生变更，法定代表人则由赵明路变更为魏承敏。 | 变更记录 46 2 ● | | | | | 变更项目 ▼ | 变更时间 ▼ | 한 음반 | 2天眼查 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 变更日期 | 变更项目 | | 变更前 | 变更后 | | | » | | 1 | 2025-12-12 | 负责人变更(法 定代表人、负责 人、首席代表、 合伙事务执行人 | 赵明路 | | 魏承敏 | | | | | | | 等变更) | | | | | | | | 2 | 2025-12-12 | 联络员备案 | 王海彬 | | 李田丽 | | | | | 3 | 2025-12-12 | | 余承东 ...

Core Insights - VEON Ltd. announces that Kyivstar has acquired 100% of LLC SUNVIN 11, adding 12.9 MW of solar generation capacity to its energy resilience investments [1] - This acquisition marks Kyivstar's first investment in renewable energy, contributing to Ukraine's national grid [1][2] - The investment is part of a broader commitment by Kyivstar and VEON to invest USD 1 billion in Ukraine from 2023 to 2027 [4] Company Developments - The acquisition will enhance Kyivstar's operational and financial stability by partially hedging against energy cost volatility [2] - The solar facility is expected to improve Kyivstar's overall carbon footprint [2] - CEO Oleksandr Komarov emphasizes that this investment supports the development of renewable energy in Ukraine and enhances service reliability for customers [3] Strategic Goals - The investment aligns with Kyivstar's and VEON's strategy to bolster energy resilience and connectivity in Ukraine [4] - The company plans to invest in various sectors, including infrastructure, technological development, and innovative digital businesses [5] - VEON operates across five countries, providing services to nearly 150 million connectivity users and 120 million digital users [6]

天眼查工商信息显示，近日，华为终端有限公司发生工商变更，余承东出任董事长，何刚、魏承敏、杨波任董 事，多位高管发生变更。 值得注意的是，此前9月29日，华为创始人任正非签发委任令，余承东任华为产品投资评审委员会（IRB）主任。 据悉，IRB是华为内部负责智能汽车等核心业务投资决策和资源调配的核心管理机构，主导技术研发方向与资源 优化配置。 余承东出生于1969年，毕业于清华大学，硕士。1993年加入华为，历任3G产品总监、无线产品行销副总裁、无线 产品线总裁、欧洲片区总裁、战略与Marketing总裁、终端BG CEO、智能汽车解决方案BU董事长等。现任华为常 务董事、终端BG董事长。 外界分析认为，余承东兼具技术商业化成功经验（如终端业务崛起）与战略执行力，其双重角色将推动华为在AI 芯片、大模型、智能汽车等关键战场加速突破，直面全球科技竞争。余承东主导华为IRB，核心任务是带领华为 在人工智能领域取得全球领先地位，被内部视为"打赢AI关键战役"的核心领导人。 华为终端有限公司成立于2012年11月，法定代表人为魏承敏，注册资本6.06亿人民币，经营范围包括开发、生 产、销售通信及电子产品、计算机、卫星电视 ...

IT之家 12 月 16 日消息，国家企业信用信息公示系统显示，华为终端有限公司发生工商变更，郭平卸任董事长，由余承东接任，孟晚舟、徐直军等卸任董 事。目前，何刚担任公司经理，董事成员包括朱平、何刚、杨波等。 | 变更信息 | | --- | | 序号 | 变更事项 | 变更前内容 | | 变更后内容 | 安東日期 | | --- | --- | --- | --- | --- | --- | | 1 | 草程备案 | 草程修正案 | | 直程修正案 | 2025年12月12日 | | 2 | 联络员备案 | 王海彬 | | 李田丽 | 2025年12月12日 | | 3 | 负责人变更(法定代表人、负责人、 首席代表、合伙事务执行人等变更) | 赵明路 | | 憩承敏 | 2025年12月12日 | | 4 | 高级管理人员备案(董事、监事、经 理等) | 余承东(经理);赵明路(经理);郭平(董事长); 胡厚崑(董事);魏承敏(监事);孟晚舟(董事); | | 余承东(董事长);魏承敏(执行公司事务的董 事,副董事长);朱平(董事);何刚(董事,经 理);任亚非(监事);杨波(董事,财务负责人); | 2 ...

Core Viewpoint - ZTE Corporation's stock has experienced a decline of over 4%, currently trading at 26.74 HKD with a transaction volume of 244 million HKD, amid concerns regarding its collaboration with ByteDance's AI model, Doubao Assistant, which has faced backlash from major applications [1] Group 1: Stock Performance - ZTE's stock price fell by 3.88% to 26.74 HKD [1] - The trading volume reached 244 million HKD [1] Group 2: Collaboration and Market Reaction - ZTE partnered with ByteDance to launch the "Doubao Phone" Nubia M153 engineering device [1] - Major applications such as WeChat, Taobao, Xianyu, and several mobile banking apps issued security warnings against Doubao Assistant, leading to forced exits from the applications [1] - Doubao Assistant announced plans to adjust some of its AI capabilities in response to the backlash [1] Group 3: Financial Actions and Legal Matters - ZTE plans to repurchase its own shares using 1 to 1.2 billion CNY of its own funds [1] - The company acknowledged media reports regarding an investigation into its compliance with the U.S. Foreign Corrupt Practices Act and is in communication with the U.S. Department of Justice [1] - ZTE intends to defend its rights through legal means regarding the ongoing investigation [1]

Summary of J.P. Morgan Communications Infrastructure Conference Call Industry Overview - The data center industry is experiencing significant growth, driven by AI demand, with incremental capacity builds doubling from the previous year and expected to continue increasing in 2026 [1][4] - The market is segmented into enterprise colocation, traditional wholesale, and dedicated AI/cloud hyperscale builds, with robust pricing trends anticipated for colocation and wholesale services [1][3] Key Insights Data Center Capacity and Demand - For 2025, global data center capacity is projected to increase by 12.6 GW, reaching a total of 59.0 GW, which is a 27.1% year-over-year increase. Demand is expected to reach 86.8 GW, up 23.8% globally, resulting in a supply-demand gap of 23.7 GW [3][22] - In 2026, global supply is estimated to grow by 17.5 GW, a 29.6% year-over-year increase, with 11.0 GW coming from the U.S. [3][5] AI Infrastructure and Projects - The report highlights that AI-driven demand will continue to dominate the data center landscape, with mega-scale dedicated AI projects expected to be significant contributors to capacity growth [4][29] - The ongoing AI race is still in its early stages, and while the ultimate outcome is uncertain, industry capacity remains constrained [1][4] Towers and Leasing Revenue - The outlook for towers in 2026 is challenging due to issues with EchoStar and DISH, but there is potential for organic growth acceleration as the year progresses [3][4] - Domestic organic tower growth is projected at 1.9% in 2025, increasing to 3.9% in 2026, with total macro U.S. new leasing revenue estimated at $314 million, flat compared to 2025 [3][4] Challenges and Constraints - The data center industry faces several challenges, including long equipment lead times (18-24 months), skilled labor shortages, limited utility power availability, and elevated construction costs [6][10] - The rise of AI workloads has led to significantly higher power requirements, straining the data center capacity supply chain [6][19] Future Projections - By 2028, the supply-demand gap is expected to widen to 30.6 GW, with demand projected to reach 105.1 GW while supply is estimated at 74.5 GW [14][22] - The report anticipates that dedicated AI hyperscale projects will add approximately 5.3 GW in 2026, accounting for 48% of incremental U.S. capacity [31][34] Investment Opportunities - The emergence of AI-tailored hardware, such as Google's TPUs, is expected to drive additional demand for cloud on-ramps and enterprise colocation deployments [8][9] - Companies like Amazon, OpenAI, Meta, and Microsoft are making significant investments in AI infrastructure, which could lead to increased demand for data center capacity [36][40] Conclusion - The data center industry is poised for substantial growth driven by AI demand, but faces significant challenges that could impact capacity delivery and pricing dynamics. Investors should closely monitor developments in AI infrastructure and the associated supply-demand landscape to identify potential opportunities and risks.

Group 1 - The core viewpoint of the news is that the Chinese government is implementing proactive macroeconomic policies to address risks and challenges in the economy, which has led to significant improvements in domestic demand and consumption [1] - The expansion of consumer demand is highlighted, with policies such as the trade-in program for consumer goods driving sales growth in categories like home appliances and communications [1] - Retail sales data for January to November shows significant year-on-year growth in specific categories: home appliances and audio-visual equipment increased by 14.8%, cultural and office supplies by 18.2%, and communication equipment by 20.9% [1] - The implementation of special actions to boost consumption has led to sustained demand in service sectors, with retail sales in cultural and recreational services and communication information services both exceeding 10% year-on-year growth [1]

Revolut is launching a UK mobile phone service, a move that will see it compete with the likes of BT Group’s EE, Virgin Media O2 and VodafoneThree as it looks to attract more customers to its app https://t.co/4yt8pyrTR6 ...

Core Viewpoint - China Mobile officially released the "China Mobile 6G Transmission Technology White Paper" and the "China Mobile 6G Transmission System Prototype 1.0" at the 2025 China Information and Communication Conference, indicating a significant step towards 6G technology development [1] Group 1: Market Performance - There are 34 6G concept stocks in the A-share market, which have seen an average increase of 8.15% since December [1] - Notable performers include Zhenlei Technology, Tongyu Communication, and Zhenyou Technology, with cumulative increases of 61.18%, 34.61%, and 33.65% respectively [1] Group 2: R&D Investment - Eight 6G concept stocks have R&D expenses exceeding 10% of their operating income in the first three quarters of this year [1] - Leading companies in R&D investment include Zhenlei Technology, Zhenyou Technology, and Haige Communication, with R&D expense ratios of 32.12%, 23.81%, and 21.85% respectively [1] Group 3: Institutional Attention - Since the second half of the year, 6G concept stocks have attracted significant institutional attention, with 12 stocks receiving research from 10 or more institutions [1] - The companies with the highest number of institutional research engagements are Yiyuan Communication, Tongyu Communication, and Jingwang Electronics, with 267, 191, and 98 institutions respectively [1]

Economic Outlook - The Federal Reserve's target inflation rate may be shifting from 2% to a range of 2.5% to 3%, which could impact market expectations and valuations [3][4][9] - Current market PE ratios are high, with a potential correction of 10% noted, and a PE of 24 being considered unusual for large firms [4][5] China and Global Competition - There is a structural downshift in China's economy, with recent data indicating significant challenges, despite narratives of China's dominance [6][8] - The economic relationship between the U.S. and China is characterized as an economic cold war, with ongoing fluctuations in sentiment and performance expected [7] Company Insights - Qualcomm is highlighted as an attractive investment due to its diversification efforts and current pricing, despite losing some ground with Apple [12] - Citigroup is recommended as a lagging financial stock that is priced attractively, with interesting overseas opportunities [13] - Gilead Sciences is noted for its advancements in AIDS treatment and related products, receiving recent approval that bolsters its positive outlook [15]