｜2025年5月9日星期五｜ NO.1 华为哈勃入股具身智能机器人研发商千寻智能 5月8日，天眼查APP显示，近日，千寻智能（杭州）科技有限公司发生工商变更，新增华为旗下深圳哈 勃科技投资合伙企业（有限合伙）等作为股东。公开资料显示，千寻智能是一家具身智能与通用人形机 器人技术研发商。 NO.2 首款鸿蒙电脑正式亮相，国产操作系统在个人电脑领域实现重要突破 5月8日，在鸿蒙电脑技术与生态沟通会上，首款鸿蒙电脑正式亮相，国产操作系统在个人电脑（PC） 领域实现重要突破，同时华为智慧办公将升级为鸿蒙办公。在鸿蒙电脑应用适配方面，头部150个应用 已经启动开发，预计到年底将支持超过2000个应用。据了解，鸿蒙电脑历经5年布局，集结上万名工程 师、联合20多家研究所共同研发，积累超过2700项核心专利，从内核开始重构操作系统。目前，已有 300多个融合生态应用完成适配，预计今年底将有超过2000个应用完成适配。 NO.3 商务部：促进"人工智能+消费"，培育一批人工智能消费品牌 近日商务部王文涛署名文章提到，培育新型消费，着力增强消费动能。加快传统消费数字化转型，推动 数字产品、数字服务、数字内容、数字渠道各领域创新 ...

Group 1: Hongmeng PC - Hongmeng PC operating system was unveiled at a communication conference, with the first device set to launch on May 19, featuring AI capabilities integrated with hardware and software [1] - The system-level AI assistant, Xiaoyi, will assist in tasks such as creating PPTs and meeting summaries, enhancing productivity [1] - Analysts from Dongwu Securities and Zhongtai Securities express optimism about the potential of multimodal AI to reduce costs and drive efficiency in enterprises, while also predicting an expansion in computing power demand [1] Group 2: Robotics - Qianxun Intelligent Technology has welcomed new shareholders, including Huawei's Hubble Technology, which is expected to enhance funding and technical collaboration in the field of embodied intelligent robots [2] - Citic Securities forecasts that 2025 will mark the year of mass production for embodied intelligent robots, indicating a significant integration of AI and robotics [2] - The production of humanoid robots is anticipated to reach a scale that will address data scarcity issues, propelling the industry into a more practical phase [2] Group 3: Low-altitude Economy - China Bank and Zhongyin Financial Leasing have signed strategic agreements with Shanghai Volant Aviation to procure 100 eVTOL aircraft, marking a significant step in the low-altitude economy [3] - The partnership aims to leverage financing and management services to support the eVTOL sector, with a total credit line of no less than 1 billion yuan [3] - Recent orders for eVTOLs signal the beginning of a large-scale development phase for China's low-altitude economy, creating a trillion-level industrial ecosystem [3] Group 4: Macro and Industry News - President Xi Jinping and President Putin signed a joint statement to deepen the strategic partnership between China and Russia, exchanging over 20 cooperation documents [4] - The Ministry of Industry and Information Technology is seeking public input on the mandatory national standard for automotive door handle safety, aiming to enhance vehicle safety [4] - The Ministry of Commerce emphasizes the need to boost domestic demand, particularly in consumption, to drive economic growth [4] Group 5: Market Trends - The silicon industry is experiencing a downturn, with prices for components and batteries declining due to reduced downstream demand [5] - Chongqing Beer’s president expresses cautious optimism for the beer industry in 2025, anticipating a more favorable development environment [5] - Baidu Apollo and Shenzhou Car Rental are set to launch an autonomous vehicle rental service, indicating advancements in the autonomous driving sector [5] - CATL has released the world's first 9MWh energy storage system, showcasing innovation in energy solutions [5]

Core Viewpoint - The launch of the Traffic Jiahong Operating System by Jiadu Technology marks a significant advancement in the integration of open-source HarmonyOS with smart transportation, aiming to enhance operational efficiency and improve user experience in the transportation sector [1][2]. Group 1: Product Launch and Features - Jiadu Technology officially released the Traffic Jiahong Operating System, which is based on open-source HarmonyOS technology, facilitating deep integration with smart transportation [1]. - The system aims to create a unified distributed data bus and device discovery mechanism, enabling seamless interconnectivity among devices from different manufacturers and subsystems [1]. - By defining standardized device models, communication interfaces, and data structures embedded within the operating system kernel, the system significantly enhances data transmission efficiency and real-time performance [1]. Group 2: Industry Impact and Collaborations - The Traffic Jiahong Operating System is expected to drive the digital transformation of the transportation industry, improving operational efficiency and enhancing the travel experience for users [1][2]. - Jiadu Technology has over 10 years of experience in the smart transportation sector, having developed proprietary technologies and secured multiple subway business orders in cities like Chongqing, Shenzhen, Dongguan, and Changsha [2]. - Strategic partnerships have been established with industry leaders such as Huawei and China Mobile to deepen collaboration in the ecosystem [2]. Group 3: Broader Ecosystem Development - Several A-share listed companies are actively participating in the construction of the open-source HarmonyOS ecosystem, contributing to its application across various industries including finance, healthcare, and energy [3]. - The open-source HarmonyOS ecosystem has expanded its boundaries, with over 70 community-building units and more than 10 billion devices deployed across sectors like energy, finance, and education [3]. - The open-source nature and robust technical architecture of HarmonyOS provide significant growth potential, with expectations for rapid ecosystem expansion in the next 2 to 3 years [4].

今天值得关注的国内外新闻有： 【宏观要闻】 商务部：中方愿同各国一道加强合作 促进跨境电商健康可持续发展 5月2日起美国正式取消对华小额包裹免税政策，一些国家的零售商近期调整甚至暂停了对美业务。对此 商务部新闻发言人表示，跨境电商直接满足了各国消费者个性化的需求，具有效率高、到货快、费用省 等独特的优势，近期美方取消对华小额免税政策，这将损害两国企业和消费者的利益，对此我们坚决反 对。我想强调的是，美方取消对华小额免税政策，改变不了跨境电商快速发展的势头，我们愿意同各国 一道加强合作，共同营造公平可预期的政策环境，促进跨境电商健康可持续发展。(央视新闻） 美联储主席：不打算先发制人地降息，将继续观望 北京时间5月8日凌晨，美联储最新的议息决议将联邦基金利率的目标区间维持在4.25%-4.5%不变，符合 市场预期。此前3月，美联储同样维持上述利率不变，去年，美联储累计降息100个基点。 在随后的新闻发布会上，美联储主席鲍威尔表示，由于当前通胀仍高于目标，美联储不打算先发制人地 降息。在看到更多数据前，美联储并不知道该对这些数据作何反应。鲍威尔表示，现在判断美联储双重 任务—高就业率和稳定物价—中的哪一项更重要还 ...

Market Overview - The market opened low but rose throughout the day, with the ChiNext Index leading the gains. The military industry sector continued its strong performance, with multiple stocks hitting the daily limit up. The compressor concept stocks also saw a collective surge, with several stocks reaching their limit up. The robotics sector remained active, with several stocks also hitting the limit up. In contrast, the PEEK materials sector experienced a correction, with New Han New Materials dropping over 10% [1]. Key Highlights Magnetic Levitation Compressors - The magnetic levitation compressor concept saw significant gains, with stocks like Jialitu, Maglev Technology, and Lande Co. hitting their daily limit up. According to Danfoss, the demand for magnetic levitation compressors in China's data centers is expected to at least double over the next three years. The growth is driven by the robust development of data centers in China, supported by the digital economy and carbon neutrality strategies. Danfoss anticipates a threefold increase in its related business in China by 2024, with a growth rate of approximately 50% this year [4][5]. Military Industry - The military sector continued to perform well, with stocks like Runbei Aerospace and Chengfei Integration hitting consecutive limit ups. Reports indicate heightened military readiness in Pakistan following drone attacks from India, which may impact military trade dynamics. China is a significant arms exporter to Pakistan, with around 60% of its military exports directed towards the country. Recent exports include various military aircraft, drones, missiles, and naval vessels [7][9]. Huawei HarmonyOS - The Huawei HarmonyOS sector became active again, with stocks like Shengtong Co., Vision China, and Donghua Software hitting their daily limit up. Huawei's recent launch of HarmonyOS for PCs marks a significant step for domestic operating systems in the personal computer market. Analysts suggest that HarmonyOS could gain traction in sectors requiring high data security and system stability, such as government and finance [10][12].

Group 1: Rare Earth Export Control - China has implemented export controls on seven types of medium and heavy rare earths, enhancing resource sovereignty and pricing power while combating low-price exports to safeguard strategic needs in new energy and military sectors [1] - The price of terbium surged 210% within a month to $3,000 per kilogram, while dysprosium doubled to $850 per kilogram, leading to a rapid reassessment of the strategic value of rare earths in the global market [1] - The supply chains of key products such as the US F-35 fighter jet and Tesla electric vehicles are disrupted, resulting in cost surges and challenges in the military and new energy industries [1] - Northern Rare Earth's profits skyrocketed by 727% in the first quarter, and deep processing companies like Ningbo Yunsheng saw a significant increase in export orders, enhancing profit margins in the magnetic materials sector [1] - The US plans to impose tariffs on Chinese magnets, while China controls 40% of global dysprosium and terbium supply through overseas investments, making rare earths a new focal point in US-China competition [1] - The rapid expansion of global electric vehicles, wind power, and robotics is driving a 30% annual increase in rare earth demand, with prices expected to rise by 50% over the next 2-3 years [1] Group 2: Huawei HarmonyOS Ecosystem - Huawei's HarmonyOS employs a distributed microkernel architecture, enabling cross-device collaboration among smartphones, tablets, and automotive systems, with HarmonyOS NEXT further advancing the native ecosystem [4] - Companies like Seres, BAIC Blue Valley, and Changan Automobile are adopting HarmonyOS for their smart cockpit systems, while firms like Jilun Technology and Ruiming Technology are developing Harmony-compatible smart home and automotive devices [4] - Core applications such as Meituan, DingTalk, and Weibo have initiated the development of native Harmony versions, with Huawei promoting deep integration of hardware ecosystems through a "gold supplier" mechanism [4] Group 3: Optical Chip Shortage - The global optical chip market is dominated by Lumentum, II-VI, and Broadcom, with production lines concentrated and equipment delivery times exceeding 22 months, leading to an expansion cycle of 2-3 years [5] - The explosion of AI computing power is driving a surge in demand for 1.6T optical modules, CPOs, and data centers, with corresponding demand growth rates of 150% and 40% expected by 2025, making it difficult to alleviate shortages before 2026 [5] - The current optical chip market is experiencing a triple resonance of supply-demand mismatch, domestic substitution benefits, and technological leaps, suggesting a focus on domestic manufacturers with core technological breakthroughs and mature production capabilities for mid-term investment opportunities [5] Group 4: IDC Market Outlook - Despite a recent 20%-40% pullback in the A-share and US stock IDC sectors due to events like Tencent's earnings report, the short-term risks have been sufficiently released as overseas capital expenditure expectations recover and domestic projects are set to materialize in the second half of the year [6] - Major overseas cloud giants like Meta have raised their AI-related capital expenditure guidance, and Microsoft clarified that adjustments in data center leasing are seasonal fluctuations, indicating that global IDC demand remains strong [6] - Domestic restrictions on H20 chip procurement are being absorbed by the market, while breakthroughs in supernode performance by companies like Huawei are accelerating the adoption of domestic computing power chips, benefiting domestic IDC firms [6] - Valuations for leading companies like Data Port and Guanghui New Network have fallen below 20 times EV/EBITDA, returning to the bottom of past boom cycles, indicating strong potential for valuation recovery [6] - The IDC sector is currently in a strategic layout window, with a focus on companies that possess quality clients, capacity reserves, and stable delivery capabilities [6]

4.字节豆包大模型负责人乔木飞书账号遭停，或因内部纠纷引关注 5.DeepSeek梁文锋首登全球富豪榜！雷军财富增长最快，首进中国前十 6.王化回应网传雷军广告报价37万起：雷总没有计划接商单 7. Android从此闭门开发！谷歌确认：安卓不会停止开源，将继续发布新版本源代码 8."AI数据中心泡沫论"被迅速验证？微软被曝放弃在美欧新数据中心项目 1. 阿里前高管贾扬清创业公司卖身英伟达，创立两年或价值数亿美元 2. 百度副总裁谢广军演讲因开盒事件被取消，活动延期，此前被传申请离职 3.李想宣布推出自研操作系统星环OS：投入200名研发人员，10亿人民币 今日头条 HEADLINE NEWS TikTok政策大调整：新增品牌托管模式 据多个卖家爆料，TikTok在电商板块又做出一个重大调整，除了全托管、半托管，新推出了品牌托管模 式。根据消息，该模式招募范围包括亚马逊、独立站、SHEIN、Temu等出海卖家，也包括天猫、京东、 抖音等国内卖家。要求商家具有一定的年销售额规模。可以发现，优质的品牌大卖是TikTok Shop品牌托 管模式的重点吸纳对象。 另据业内人士透露，此次TikTok Shop推出的"品 ...