Core Insights - The 10th Huawei Connect Conference, themed "Leap into Industry Intelligence," was held in Shanghai, showcasing the capabilities of Xuanwu Cloud as a key partner of Huawei Cloud [1] - Xuanwu Cloud's Assistant President, Lu Chao, presented on the "Fast-Moving Consumer Goods (FMCG) Cloud Brain," emphasizing the need for FMCG companies to leverage digital intelligence to reshape operations [3] Group 1: Digital Transformation in FMCG - The FMCG Cloud Brain is a comprehensive digital solution based on Xuanwu's AI model technology, integrating cloud computing, big data, AI, and IoT to enhance operational efficiency and decision-making [3] - Key functionalities of the FMCG Cloud Brain include terminal display detection, accurate SKU identification, and real expense verification, which help prevent data fraud and optimize resource allocation [3] - The solution has been successfully implemented in various sectors, including beverages, liquor, and food, significantly improving operational efficiency and decision-making capabilities for enterprises [3] Group 2: Strategic Partnerships and Recognition - Xuanwu Cloud and Huawei Cloud signed a strategic cooperation agreement in September 2022, focusing on joint business development [4] - In 2023, Xuanwu Cloud joined Huawei Cloud's Retail Digital Acceleration Partner Program and received the "Technical Innovation Practice Award" [4] - By the end of 2024, Xuanwu Cloud was recognized as Huawei Cloud's "Annual Excellent Solution Partner," with multiple core products launched on Huawei Cloud's marketplace [4] Group 3: AI-Driven Strategy and Industry Applications - Xuanwu Cloud is actively pursuing an AI-driven strategy, leveraging its self-developed AI and DI platforms to expand applications in FMCG, finance, government, and TMT sectors [4] - The company has been acknowledged in the "2025 First New Voice" report as a leading player in the AI industry, ranking in multiple categories for innovation and leadership [4] - Xuanwu Cloud has become a formal member of the Chinese Artificial Intelligence Society, further solidifying its recognition in the AI domain [4]

Core Viewpoint - Nomura has raised the target price for China Software International (00354) by 33.9%, from HKD 5.6 to HKD 7.5, while maintaining a "Buy" rating [1] Group 1: Business Performance - The worst period for China Software International may be over, as its core IT outsourcing business shows signs of recovery with a year-on-year growth of 7% in the first half of 2025, primarily benefiting from Huawei's business restructuring [1] - Despite facing pricing pressure in traditional IT outsourcing, the company is expected to achieve mid to high single-digit year-on-year growth in this segment from fiscal years 2025 to 2027 [1] Group 2: Revenue and Profitability Outlook - The overall revenue growth for the company is projected to reach 10-15% (low teens) year-on-year during the same period [1] - Due to the increasing contribution from higher-margin AI cloud services, the company's profit margins are expected to expand over the next 2-3 years [1]

Core Viewpoint - Nomura has raised the target price for China Software International (00354) by 33.9%, from HKD 5.6 to HKD 7.5, maintaining a "Buy" rating [1] Group 1: Business Performance - The worst period for China Software International may be over, as its core IT outsourcing business shows signs of recovery with a year-on-year growth of 7% in the first half of 2025, following nearly three years of decline [1] - The recovery is primarily attributed to Huawei's business restructuring, which is expected to increase demand for China Software International's IT services [1] Group 2: Future Outlook - Despite ongoing pricing pressure in traditional IT outsourcing, it is anticipated that this segment will achieve mid to high single-digit year-on-year growth from fiscal years 2025 to 2027 [1] - Overall revenue growth for the company is projected to reach 10-15% (low teens) during the same period [1] - The contribution from higher-margin AI cloud services is expected to enhance profit margins, with an expansion forecasted over the next 2-3 years [1]

Core Insights - Huawei announced that the number of devices running HarmonyOS 5 has surpassed 17 million, marking a significant milestone in its AI ecosystem development [1][2] - The company launched the "Tiangong Plan," committing 1 billion yuan to support innovation in the HarmonyOS AI ecosystem, which is seen as a strategic move to build a self-sustaining ecosystem in the AI era [1][4] HarmonyOS Ecosystem Development - Since its release, HarmonyOS 5 has been rapidly expanding, adding approximately 1 million devices each month, which includes products from Huawei and its ecosystem partners [2] - The operating system is now integrated across various product categories, including smartphones, computers, tablets, smartwatches, and smart screens, showcasing a comprehensive smart experience [2][3] - The growth of HarmonyOS is viewed as a significant achievement for Chinese technology companies in overcoming technological barriers in a market dominated by Android and iOS [2][3] Open Source and Community Contributions - Huawei has donated the foundational capabilities of HarmonyOS to the OpenAtom Open Source Foundation, leading to the emergence of an open-source version of HarmonyOS [3] - Over the past five years, the open-source HarmonyOS has seen over 130 million lines of code contributed by more than 9,200 community contributors, resulting in over 1,300 hardware and software products across various industries [3] AI Integration and Future Plans - The upgrade to HarmonyOS 5 not only increases the number of devices but also enhances AI capabilities, allowing for seamless AI functionality across different devices [3][4] - The "Tiangong Plan" aims to support the development of over 10,000 AI-native services, 1,000 intent frameworks, and 5,000 intelligent agents, indicating a strong focus on AI integration within the ecosystem [4][5] Competitive Landscape - The competition in operating systems is fundamentally about ecosystem development, and Huawei's significant investment in the "Tiangong Plan" reflects its commitment to building a robust ecosystem [5] - Despite the ambitious plans, challenges remain in terms of application richness, developer profitability, and global market acceptance [5]

Core Insights - The core viewpoint of the articles emphasizes the transformation of Taiji Co., Ltd. under the digitalization context, focusing on technological innovation and industry control to drive digital transformation and achieve self-reliance in technology [1][2] Group 1: Company Strategy - Taiji Co., Ltd. is transitioning from a traditional solution provider to a data intelligence service provider, aiming to establish a new development direction characterized by "one body, two wings, and three engines" [2] - The "one body" refers to the digital foundation, which includes cloud platforms, digital infrastructure, trusted products, intelligent computing centers, and smart IoT, focusing on the main track of industry digitalization [2] - The "two wings" represent the dual drive of productization and service-oriented approaches, converting industry knowledge into databases, enterprise management software, and specialized products, while upgrading services through cloud services, data operations, and platform ecosystems [2] - The "three engines" focus on building a self-controllable, secure, and intelligent leading development system [2] Group 2: Financial Performance - In the first half of 2025, Taiji Co., Ltd. achieved operating revenue of 3.78 billion yuan, a year-on-year increase of 44%, with enterprise revenue reaching 1.74 billion yuan, up 55% [2] - Cloud service revenue grew by 22% year-on-year, while the database business saw a significant increase of 66% [2] - The company secured approximately 3 billion yuan in contracts for party and government trusted products, indicating a positive growth trend [2] Group 3: Market Position - Taiji Co., Ltd. has decades of industry experience and is a key platform construction unit for digital government in China [2] - Since 2015, the company has been operating government clouds in regions such as Beijing, Tianjin, Hainan, and Shanxi, with a market share exceeding 50% in Beijing, Hainan, and Shanxi [2] - The company maintains a leading position in smart cities, IoT, and data centers in China, showcasing strong system delivery capabilities and ecological collaboration advantages [2]

Core Viewpoint - Eastern Airlines has developed an intelligent voice supervision system to enhance the quality monitoring of pre-flight briefings, addressing inefficiencies in the traditional manual inspection process [1] Group 1 - The joint special team formed by Eastern Airlines' Northwest Division and the Mobile Internet Department completed the independent development of the intelligent voice supervision system [1] - The system has been officially launched at the operation control center of Eastern Airlines' Northwest Division [1] - The development process took less than one month, following in-depth demand research conducted at the business site [1] Group 2 - The intelligent voice supervision system utilizes advanced voice recognition technology to analyze the quality of pre-flight briefings [1] - It innovatively implements automatic scoring and quality grading functions for the briefing content, enhancing the monitoring of completeness, standardization, and key information coverage [1] - This system provides intelligent support for ensuring flight operation safety at Eastern Airlines [1]

Group 1 - The core viewpoint emphasizes the rapid growth of the HarmonyOS ecosystem as a collective innovation effort within China's technology industry, with a call for more partners and developers to embrace HarmonyOS and AI [2] - HarmonyOS is built on the OpenHarmony framework, which has seen over 130 million lines of code contributed by more than 9,200 community contributors, resulting in over 1,300 hardware and software products across various industries [4] - Huawei's terminal products have fully adopted HarmonyOS 5, enhancing user experience with features like real-time interaction and AI integration across devices such as smartphones, computers, and smart screens [5] Group 2 - AI is becoming a crucial direction for the evolution of the Harmony ecosystem, with the "Tiangong Plan" supporting developers in creating more AI services and frameworks [7] - The "Xiao Yi" task space feature can autonomously manage over 120 tools and third-party AI agents, significantly improving efficiency in various high-frequency scenarios like office writing and travel planning [9] - Huawei has launched a new Xiao Yi AI agent open platform, providing developers with various tools and components to facilitate the creation of AI capabilities, aiming to accelerate the development of over 10,000 AI-native services [10]

Core Insights - The article discusses how AI is reshaping the design delivery process, particularly through the launch of the "GaoDing AI" platform by GaoDing Technology, which leverages Huawei Cloud's Token services to provide a comprehensive solution for visual marketing in the AI era [1][2]. Group 1: AI Design Platform Features - "GaoDing AI" offers capabilities such as inspiration collection, creative stimulation, visual refinement, and design extension, making the creative process simpler and more efficient [1][3]. - The platform allows for a layered approach to content creation, where AI handles the generation of elements like scene images and marketing graphics, ensuring quality control and ease of adjustments [1][3]. Group 2: Technological Innovations - The platform features an "infinite canvas" and an AI design agent that automates tasks like inspiration collection and design conception, streamlining the creative process [2][3]. - The collaboration with Huawei Cloud has significantly enhanced the speed of multimodal model generation, with text-to-image models speeding up by 2 times and text-to-video/image-to-video models by 3.5 times [3]. Group 3: Market Impact and User Base - The AI capabilities have led to the creation of an AI creative community with over 80,000 certified designers and more than 100 million users, fostering a collaborative environment for inspiration [3]. - The platform aims to empower 5 million small and medium-sized enterprises and 100 million individual users to easily manage marketing design, addressing the growing demand for digital marketing solutions [3].

Group 1 - The core viewpoint of the article is the strategic partnership formed between Softcom Power Information Technology Group, Huawei Technologies, and SteelAsia to develop digital transformation solutions for the steel industry [1] Group 2 - The signing of the strategic cooperation agreement took place during the Huawei Connect 2025 event on September 18 [1] - The collaboration aims to leverage the strengths of each company to enhance the digital capabilities within the steel sector [1]

Core Viewpoint - Hongjing Technology participated in the 2025 Guangdong Listed Companies Investor Online Reception Day, addressing investor inquiries regarding its computing power business, smart city projects, and profit distribution [1][2]. Group 1: Company Operations - The company is positioned as a self-research capable intelligent computing center and a comprehensive service provider for smart cities, focusing on the integration of artificial intelligence, big data, and intelligent computing technologies [1]. - Hongjing Technology aims to continuously promote the integration of smart city, computing power, and AGI (Artificial General Intelligence) technologies across various industry sectors and application scenarios [1]. - The company offers comprehensive AI solutions through its computing power equipment integration services, leveraging its innovative R&D team, technical accumulation, and a well-established computing power supply chain [1]. Group 2: Profit Distribution - The company announced a profit distribution plan of 0.5 yuan per 10 shares for the mid-term, which considers the company's operational development and investor interests [2]. - Future dividend policies will be based on implementation announcements, with a focus on creating more value for shareholders amid pressures from long-term order payments and cash flow reserves [2]. Group 3: Business Development - The customer structure for the computing power business is diverse, with strong partnerships with various excellent companies, and the company will actively pursue overseas business expansion [2]. - The construction and operation of the intelligent computing center are progressing in an orderly manner, with profitability to be reported periodically [2].