Core Insights - Huawei showcased breakthroughs in general computing, large model technology, and AI applications at the "2025 Huawei Computing Scenario Release Conference" [1] - The launch of the "xPN Pioneer Action" indicates Huawei's commitment to support partners in driving digital transformation across various industries [1] Open Source Strategy - Huawei announced the full open-source of CANN (Compute Architecture for Neural Networks) and Mind series application tools, enabling developers to innovate more effectively [3][4] - The open-source strategy aims to expand the ecosystem and accelerate the AI industry's development by allowing partners to access foundational frameworks for performance tuning and toolchain development [6] Product Development and Ecosystem - Huawei's Ascend components and solutions cover all AI scenarios, with a focus on enhancing product competitiveness and ecosystem richness by 2025 [4] - The number of Ascend partners is expected to exceed 100 by 2025, with over 100 products developed, while the Kunpeng partner program will also see similar growth [8] Market Support and Collaboration - Huawei is investing 8 million to support partners in expanding their business, providing comprehensive assistance in research, marketing, and supply chain management [10] - The company aims for a 350% growth in the xPN partner business by 2025, driven by customer demand and support capabilities [12] Future Outlook - Huawei plans to enhance its product matrix and cover a wide range of computing scenarios, focusing on low to high computing power solutions [12] - The strategy emphasizes collaboration with partners to ensure that the benefits of computing power are accessible across various industries [13]

Core Insights - The conference focused on the theme of "Advanced Computing New Choices," highlighting the integration of advanced computing with industry scenarios to drive the release of computing value [1] - Huawei shared its latest achievements in general computing, large model technology, and AI application innovations, emphasizing collaboration with partners across various sectors such as education, government, healthcare, and manufacturing [3] Group 1: Huawei's Business Performance - Huawei's business in the Chinese government and enterprise sector grew by 25% year-on-year, with the computing industry in this sector increasing by 80% [3] - The number of Huawei's diamond and silver partners, as well as commercial transaction partners, is expected to grow by 25% and 22% respectively in 2024 [3] Group 2: Product and Technology Innovations - Huawei plans to fully upgrade its computing products by 2025, opening up the Kunpeng modules and Ascend boards, with a focus on enhancing the competitiveness of its product solutions [3] - The Ascend technology aims to cover all scenarios from low to high computing power by the second half of 2025, with significant investments in specific modules to enhance product competitiveness [5] Group 3: Ecosystem Development - Huawei's Kunpeng computing ecosystem is rapidly developing, with a tenfold growth rate in computing power compared to x86 architecture, positioning Kunpeng as the preferred choice for independent innovation [8] - The company has collaborated with over 50 partners to develop more than 70 products by 2025, fostering a robust ecosystem to support innovation in the computing industry [8] Group 4: Industry Collaboration and Future Outlook - The conference served as a platform for collaboration in the computing industry, aiming to transform advanced computing from technical parameters into a driving force for digital transformation across various sectors [9] - Huawei is committed to deepening collaboration with partners to drive innovation in industry scenarios and accelerate the digital transformation process [9]

Core Insights - The "2025 Huawei Computing Scenario Release Conference and Beijing xPN Partner Conference" focused on the integration of advanced computing and industry scenarios, showcasing Huawei's latest achievements in general computing, large model technology, and AI applications [1][2]. Group 1: Huawei's Business Performance - Huawei's business in the Chinese government and enterprise sector grew by 25% year-on-year, with the computing industry in this sector increasing by 80% [1]. - The company plans to enhance its partner ecosystem, with a target of increasing the number of gold and silver partners by 25% and 22% respectively in 2024 [1]. Group 2: Technological Innovations - Huawei's Ascend and Kunpeng platforms are crucial for accelerating AI technology deployment across various fields [1]. - The Ascend product line includes nine types of components that cover all AI scenarios, supporting partners in autonomous innovation [2]. Group 3: Strategic Initiatives - The "xPN Pioneer Action" was launched to provide comprehensive support to partners, focusing on core technology and collaboration to create competitive products and solutions [3]. - Huawei aims to implement a strategy that covers low to high computing power for edge scenarios by the second half of 2025, enhancing product competitiveness and ecosystem richness [2].

Group 1 - Institutions ranked 28 stocks today, with net purchases of 14 stocks and net sales of 14 stocks [1] - The top three stocks with the highest institutional purchases were Tongling Nonferrous Metals (CNY 101 million), Jiayuan Technology (CNY 9.375 million), and Chengyi Pharmaceutical (CNY 88.38 million) [1][3] - Tongling Nonferrous Metals saw a price increase of 10.11% [2] Group 2 - A recent collapse at Chile's El Teniente mine, operated by Codelco, resulted in 6 fatalities and has halted production, affecting over 25% of Codelco's total output [3] - Codelco produced 356,000 tons of copper last year, and Tongling Nonferrous Metals is one of the largest cathode copper producers in China, with an annual production capacity exceeding 1.7 million tons [3] - China Shipbuilding Industry Corporation announced plans to absorb China Shipbuilding Industry Co., Ltd. through an A-share stock issuance [3] Group 3 - At the Ascend Computing Industry Development Summit on August 5, CANN announced it will fully open-source its platform [4] - Financial securities believe that building an ecosystem is an inevitable trend, and China needs to accelerate the improvement of underlying architectures like CANN to enhance compatibility with CUDA [4] - Dongfang Guoxin's AI deep learning application products have achieved compatibility certification with Huawei's Ascend and Harmony, further enhancing performance to meet customer needs [4]

Core Viewpoint - The Global Most Valuable Practice Solution (GMVPS) aims to promote the deep integration of technological innovation and commercial application, leading the future development direction of the computing industry, and serves as an authoritative benchmark for industry innovation [2] Group 1: Event Overview - The 2025 GMVPS officially launched on July 21, 2023, marking a new upgrade for the event [2] - GMVPS is organized by the Global Computing Alliance (GCC) and supported by various communities and innovation centers [2] Group 2: Case Collection Focus - The 2025 GMVPS will publicly solicit benchmark cases in four major industrial technology fields and three specialized technology directions, focusing on intelligent computing, high-performance computing, green computing, and edge computing [3] - The event will cover mainstream value industries such as finance, telecommunications, government, internet, manufacturing, energy, transportation, education, biopharmaceuticals, and industrial software [3] Group 3: Benefits for Participants - Participating companies will gain significant brand and commercial value, with expert evaluations and technical guidance provided by a panel of authorities from GCC and industry experts [4] - Selected cases will receive media coverage and be permanently included in the GCC official GMVPS case database, enhancing the brand credibility and influence of participating companies in the global computing industry [4]