据华为终端官方微博1月10日消息，问界M7全系累计交付突破40万台！问界M7增程长续航版同步开启预订，预售价29.98万元起。 每日经济新闻综合华为终端官方微博、余承东微博、公开资料 （文章来源：每日经济新闻） 赛力斯问界BG智能制造部部长范锐强表示，赛力斯携手华为，以"三大理念、四大平台、五大能力"为基准，基于AI驱动，依托智慧园区 解决方案，充分利用"平台+联接"汇聚海量数据资产，加速资源共享，建设安全、高效、绿色的超级工厂智慧园区，实现高效生产、智慧 办公、精益运营，助推智能化生产、提效率、降能耗，促进可持续发展。 近期，问界公布最新交付数据，2025年12月交付新车超5.7万辆，创单月交付新纪录；2025全年累计交付新车突破42万辆，领跑高端新能 源汽车市场。自品牌发布以来，问界已累计交付新车超97万辆。 1月5日，华为常务董事、产品投资评审委员会主任、终端BG董事长余承东在社交平台发文，今天我带队来到广汽集团，与冯兴亚董事长 及团队交流共建鸿蒙生态，也参观了广汽展厅。华为与广汽在企业智能化、汽车电动化网联化智能化等方面都有合作，广汽昊铂A800、 广汽传祺向往M8、向往S9等车型搭载了华为乾崑智驾和 ...

编辑 | summer 回望过去12 个月，女性影响力的叙事逻辑发生了根本性的变化。 很难想象，就在年初，人们还在争论女性是否应该去"战斗"；而到了年末，郑钦文已经用她的网球拍证明了"力量"本身就是一种女性语言；在DeepSeek的 开源代码里，同样隐藏着无数女性工程师的力量；至于韩江，她则让世界意识到，有时候拒绝吃饭、拒绝说话，竟然可以爆发出比呐喊更震耳欲聋的回 响。 如果这些名字让你感到兴奋或复杂，那你是对的。2025年已过，我们回顾了这一年里不论是在硅谷的实验室、巴黎的红土赛场，还是在杭州的董事会里， 重塑了世界规则的女性人物。她们不再寻求"被赋权"，她们本身就是"权力"。 PART 1 The World Modeler：世界建模者 只要 AI 还在狂飙，就总有人在思考如何让它不仅仅是"聊天"，而是"看见"。 Fei-Fei Li（李飞飞）：World Labs创始人 / "空间智能"教母 在TOPHER看来，这不仅是技术的突破，更是女性科学家特有的长期主义胜利：不追逐短期热点，而是构建AI与物理世界交互的根本基石。 DeepSeek女性工程师们：开源大模型的幕后推手 2025年初，DeepSeek以 ...

编辑 岳彩周 校对 柳宝庆 新京报贝壳财经讯（记者韦博雅 张冰）1月5日，广汽集团与华为终端签署全面合作框架协议。根据协 议，双方将围绕鸿蒙生态共建、AI等技术联合创新，通过整合各自在新能源汽车制造领域、操作系 统、智能座舱及全球化服务的优势，共同打造具有全球竞争力的智能出行解决方案。 华为常务董事、产品投资评审委员会主任、终端BG董事长余承东在微博表示，华为与广汽在企业智能 化、汽车电动化网联化智能化等方面都有合作，广汽昊铂A800、广汽传祺向往M8、向往S9等车型搭载 了华为乾崑智驾和鸿蒙智能座舱。"未来我们会持续把鸿蒙系统、座舱智驾的智能化体验打造好、开放 好，让不同阶段、不同路径的车企伙伴，都找到合适的合作方式。" 广汽集团称，为推动技术合作落地见效，将结合自身产业优势与市场需求，与华为终端展开多维度技术 落地与产品创新。今后，广汽集团将结合旗下各品牌车型定位与用户需求，联合华为终端开发特色应用 与服务，丰富鸿蒙生态下的全场景智能出行体验，加速海外智能出行市场布局。同时，广汽将与华为终 端深化小艺智能体在座舱领域的深度集成，共同打造更具感知力与交互力的新一代智能座舱，持续强化 产品差异化优势。 ...

"未来我们会持续把鸿蒙系统、座舱智驾的智能化体验打造好、开放好，让不同阶段、不同路径的车企 伙伴，都找到合适的合作方式，一起努力，共同推动中国汽车产业向前！"他说。 1月5日消息，华为常务董事、产品投资评审委员会主任、终端BG董事长余承东今日发微博表示，今天 他带队来到广汽集团，与冯兴亚董事长及团队交流共建鸿蒙生态，也参观了广汽展厅。 余承东表示，华为与广汽在企业智能化、汽车电动化网联化智能化等方面都有合作，广汽昊铂A800、 广汽传祺向往M8、向往S9等车型搭载了华为乾崑智驾和鸿蒙智能座舱，带来行业领先的智能化体验。 1月5日消息，华为常务董事、产品投资评审委员会主任、终端BG董事长余承东今日发微博表示，今天 他带队来到广汽集团，与冯兴亚董事长及团队交流共建鸿蒙生态，也参观了广汽展厅。 余承东表示，华为与广汽在企业智能化、汽车电动化网联化智能化等方面都有合作，广汽昊铂A800、 广汽传祺向往M8、向往S9等车型搭载了华为乾崑智驾和鸿蒙智能座舱，带来行业领先的智能化体验。 "未来我们会持续把鸿蒙系统、座舱智驾的智能化体验打造好、开放好，让不同阶段、不同路径的车企 伙伴，都找到合适的合作方式，一起努力，共同推动 ...

余承东表示，华为将持续加强在系统、智能座舱及智能化等领域的技术能力，并向产业开放。他强调，华为希望与处于不 同发展阶段、遵循不同技术路线的车企开展合作，共同推动汽车产业向智能化、网联化方向演进。 刚刚，华为常务董事、终端BG 董事长余承东在社交媒体透露，其到访广汽集团交流共建鸿蒙生态，并参观了广汽展厅。 余承东介绍，华为与广汽已在企业智能化、智能汽车等方面建立合作。目前，广汽旗下部分车型已搭载华为提供的乾崑智 驾与智能座舱，包括昊铂A800、传祺向往M8及向往S9等车型。 汽车频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...

12月30日上午，华为轮值董事长孟晚舟发表2026年新年致辞，题为《追风赶月莫停留，平芜尽处是春山》。对不上市的华为来说，新年致辞历来是观察这 家公司未来战略的窗口。 孟晚舟的新年致辞都说了什么？ 图源：华为公众号截图 孟晚舟说了什么？华为2026的仗又会怎么打？ 通篇来看，孟晚舟没有大讲道理，说套话。她用比较文艺、诗意的语言，以"回溯过往——复盘业绩——规划未来"的脉络，把华为对智能化变革的最新思 考，还有2026年的战略方向和盘托出。 这是经典的三段式，即，回顾华为过去一年的奋斗轨迹、复盘并肯定业务进展，以及勾勒新一年的战略规划。 她对华为公司、业界内外传递的信息，可概括为："一个核心趋势判断、七大价值主战场、一个精神内核"。这在趋势分析、行动路径以及组织保障上形成 完整的形成了闭环。 一个趋势判断： 她的意思很直白，人工智能技术已经跳出传统技术迭代的节奏和圈子，开始与行业融合，在过往单点业务效率提升之上，开始对企业组织架构、业务流 程，甚至企业文化都产生变革性影响。 这意味着，华为未来的竞争，不再只是单点技术比拼，而是全链路、系统性价值创造能力的较量，进入重构产业核心逻辑的新阶段。 换句话说，以前是利用 ...

Core Insights - The Chinese automotive market is at a historic crossroads, with increasing penetration of new energy vehicles (NEVs) and a shift in market dominance, marking the end of the era of broad market growth and the beginning of a multi-dimensional competition focused on technology, ecology, and globalization [1] Market Performance - In November 2025, retail sales of passenger vehicles in China reached 2.225 million units, a year-on-year decline of 8.1% and a month-on-month decline of 1.1% [2] - The retail sales of fuel vehicles fell by 22% year-on-year, while pure electric models saw a 9.2% increase, pushing the NEV retail penetration rate to 59.3%, which further rose to 62.3% by mid-December [3] Competitive Landscape - The competition in the NEV sector has shifted from growth to a focus on existing market share, with companies now competing on technology iteration, ecosystem building, and organizational efficiency [5] - BYD's domestic sales in November 2025 were 348,300 units, down 26.81% year-on-year, indicating increased competitive pressure and a need for technological advancement [5] - Chery's wholesale sales in November 2025 reached the top three among NEV manufacturers, with a year-on-year growth of 54% and a market share of 6.5% [6] Export Dynamics - Chinese automotive exports surpassed 700,000 units in November 2025, marking a transition to a more localized production and ecosystem output model in the global market [4][10] - From January to November 2025, China exported 6.343 million vehicles, a year-on-year increase of 18.7%, with NEV exports doubling and becoming a key driver of overseas growth [9] Strategic Shifts - Companies are adopting diverse strategies for international expansion, with BYD focusing on localized production and ecosystem integration, while Chery emphasizes high-value market penetration through technology [10][11] - New entrants like NIO and Li Auto are facing challenges in their unique business models, while Leap Motor is validating its differentiated survival path through vertical integration and cost control [9] Policy Implications - The adjustment of the new energy vehicle purchase tax policy in 2026 is expected to compel companies to enhance cost control and supply chain optimization [14] - The automotive industry is anticipated to shift from a "policy-driven" growth model to a "value-driven" one, emphasizing high-quality transitions [15] Future Outlook - The market is expected to see a modest growth of around 3% in 2026, with NEV penetration continuing to rise but at a slower pace [15][16] - Companies are preparing for intensified competition by focusing on product iteration, technological implementation, and cost optimization in both domestic and international markets [17][18]

Core Viewpoint - The company emphasizes strategic focus and aims to win in the value battlefield by enhancing organizational capabilities and achieving quality victories in the face of challenges ahead [1][10]. Group 1: Achievements in 2025 - The company assisted operators in building 5G-A networks, providing high-speed connectivity to 60 million users [3]. - The HarmonyOS ecosystem has accelerated from "usable" to "user-friendly," with over 36 million devices running HarmonyOS 5.0 and above [3]. - Collaborating with automotive partners, the company equipped over 1.4 million passenger cars with smart driving capabilities, covering nearly 7 billion kilometers of assisted driving [3]. - The Kunpeng ecosystem has developed over 6,800 partners and 3.8 million developers, while the openEuler operating system has reached over 16 million installations [4]. - The Ascend AI platform has partnered with over 3,000 partners and 4 million developers, with the Atlas 900 super node serving various industries [4]. - The company 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 [4]. Group 2: Future Strategic Opportunities - The company identifies the wave of intelligent transformation as a long-term strategic opportunity, with advancements in smart devices, autonomous driving, and AI integration reshaping production and lifestyle [6]. - The company plans to strengthen vertical industry operations, leveraging its diverse capabilities to facilitate intelligent transformation across various sectors [7]. - The establishment of an open-source Kunpeng and Ascend ecosystem aims to empower partners to develop products that meet diverse industry needs [7]. - The company intends to enhance consumer experiences through the Harmony ecosystem and AI integration, ensuring a prosperous future for end-users [7]. - The focus will be on reconstructing AI data centers for improved efficiency and implementing liquid cooling fast charging solutions for high-quality charging experiences [7].

Market Overview - The Hong Kong stock market experienced fluctuations, with the Hang Seng Index closing at 23,831 points, down 145 points or 0.61% [1] - The market saw a net inflow of funds through the Stock Connect, totaling 4.84 million, with the Shanghai and Shenzhen Stock Connects contributing 2.83 million and 2.01 million respectively [1] - The semiconductor and robotics sectors showed strength, with the Hang Seng Index rising by 0.86% to 25,854.6 points on a subsequent trading day [1][3] Key Company Performances - Baidu Group-SW saw an increase of 8.9%, attributed to its expansion into the UK with autonomous vehicles and the anticipated ramp-up of its self-developed AI chip, Kunlun [1] - Semiconductor Manufacturing International Corporation (SMIC) rose by 4.2%, while China National Offshore Oil Corporation (CNOOC) increased by 4.0% [1] - Tencent Holdings repurchased approximately 6.36 billion HKD worth of shares, indicating confidence in its stock [11] Investment Opportunities - The report emphasizes the importance of technology self-reliance as a core theme for future Hong Kong stock market performance, particularly in sectors like artificial intelligence, semiconductors, and industrial software [3] - It is recommended to focus on leading companies in the technology sector, which are expected to benefit from medium to long-term growth opportunities [3] - The report suggests continued attention to undervalued state-owned enterprises with high dividend yields and upstream non-ferrous metal sectors benefiting from anticipated interest rate cuts by the Federal Reserve [3] Industry Trends - The report highlights that Chinese automotive companies are projected to surpass Japanese manufacturers in global new car sales for the first time, with a year-on-year increase of 17% expected [9] - The software and information technology services industry in China is performing well, with advancements in "5G + industrial internet" and "HarmonyOS" expanding the software empowerment landscape [9]

" 用坚韧克服困难，用专业创造价值。 " 追风赶月莫停留，平芜尽处是春山 ——轮值董事长孟晚舟 2026年新年致辞 时光的潮水正漫过 2025的岸线，回望这一年的忙碌与奔赴，那些深浅不一的足迹，正是我们奋力向前的 最好见证： 在撒哈拉沙漠南缘，网优工程师穿梭在 44℃高温、红土飞扬的街头，厘清网络症结； 在大西洋的七级风浪中，光网专家克服严重晕船，和客户一起定位故障、恢复通信； 在海拔 4300米的雪域高原，服务团队缺氧不缺精神，冒着零下15℃的严寒调试光储系统，把绿色电源送 入千家万户； 在凌晨 4:30的客户机房，抓住业务流量最小的间隙，研发团队奋战30天的技术方案紧急切换上线； 鸿蒙生态工程师与伙伴一起披星戴月，从第一单外卖、第一条笔记、第一次出行开始，持续提升用户体 验； 手语工程师克服专业术语挑战，解决听障用户的售后难题，为他们架起无声的桥梁； 深入行业，在医疗病理、炼钢炉温预测、油气勘探等领域探索 AI应用落地，共创行业新价值； 与绿色能源客户并肩前行，累计生产绿电超过 2万亿度，节电1500亿度，减排10.6亿吨，相当于种植 14.5亿棵树； …… 这就是我们在 2025年的点滴片段，在世界的每 ...