对音乐的高品质追求，是音乐平台亘古不变的议题。也由此衍生出了华为音乐高品质内容汇聚的"音乐厅"板块、与合作伙伴共创的垂类优质内容等等。这 场博览会也全方位阐述，在数字内容品质升级的当下，华为音乐究竟如何用科技力改写人们的音乐消费。 华为音乐全方位解析"好声音"密码 走进近期在厦门举办的2025中国数字音乐产业大会的华为音乐展区，一个巨型翅膀装置吸引了不少人驻足，这正是许嵩《呼吸之野》演唱会舞台原版翅 膀。前来打卡的人中，不少是特意从外岛赶来，他们颇为感叹的表示，"呼吸之野结束了，但美好的点滴还留在心间"。 华为音乐除了与伙伴联合打造不同主题音乐展，其占地面积超500平方米的沉浸式展区还高度浓缩了鸿蒙的全场景科技，尊界S800、华为智慧屏MateTV搭 配悦彰家庭影院、降噪耳机FreeBuds7i、Mate XTs非凡大师三折叠手机等超潮酷新品列队上阵，让人们用不同姿势解锁鸿蒙的音律之旅，当音乐遇到鸿 蒙，好声音真的可以"全场景随行"。 把翅膀搬来的，正是华为音乐与其合作伙伴太合音乐。 高品质的音乐，一直是人们调节情绪、纾解内心世界的重要媒介，华为音乐的AI技术创新正在刷新听歌体验，把美好随时呈递给人们。 在中 ...

音乐仍旧是直抵人心的关键， 科技的加持将让这股力量更为铿锵。 走进近期在厦门举办的2025中国数字音乐产业大会的华为音乐展区，一个巨型翅膀装置吸引了不少人驻足，这正是许嵩《呼吸之野》演唱会舞台原版翅膀。 前来打卡的人中，不少是特意从外岛赶来，他们颇为感叹的表示，"呼吸之野结束了，但美好的点滴还留在心间"。 把翅膀搬来的，正是华为音乐与其合作伙伴太合音乐。 华为音乐除了与伙伴联合打造不同主题音乐展，其占地面积超500平方米的沉浸式展区还高度浓缩了鸿蒙的全场景科技，尊界S800、华为智慧屏MateTV搭 配悦彰家庭影院、降噪耳机FreeBuds7i、Mate XTs非凡大师三折叠手机等超潮酷新品列队上阵，让人们用不同姿势解锁鸿蒙的音律之旅，当音乐遇到鸿蒙， 好声音真的可以"全场景随行"。 实际上，这是一个庞大的系统性工程。 首先，要通过科技力确保好音乐的诞生与传递，华为音乐音频技术专家在同期举办的数字音乐产业技术创新应用项目专场推介会上，将背后的技术内核剖 析，首次详解了华为音乐超高清音频与空间音频黑科技的技术密码。 对于音乐爱好者而言，音质是追求的核心。这也让各大音乐平台掀起了一场音质革命之战，到今天，打开各大 ...

Core Viewpoint - The article highlights a significant surge in the consumer electronics sector, driven by strong demand for Apple's iPhone 17 and the collaboration between OpenAI and Luxshare Precision, indicating a new growth cycle in the industry [10][20][24]. Market Performance - A-shares saw collective gains, with the Shanghai Composite Index rising by 0.22%, Shenzhen Component by 0.67%, and the ChiNext Index by 0.55% [3]. - The trading volume in the Shanghai and Shenzhen markets reached 21,215 billion, a decrease of 2,023 billion from the previous trading day [4]. Key Company Movements - Luxshare Precision experienced a significant stock price increase, reaching a limit up with a maximum order amount exceeding 4.6 billion [2][13]. - Other Apple-related stocks in Hong Kong also rose sharply, with companies like AAC Technologies and Sunny Optical Technology seeing gains of nearly 10% [10]. OpenAI Collaboration - OpenAI has signed an agreement with Luxshare Precision to develop a consumer-grade device, which is currently in the prototype stage and expected to collaborate closely with OpenAI's AI models [10]. - Luxshare has reportedly secured at least one assembly contract for an OpenAI device, indicating strong future growth potential [10]. iPhone 17 Demand - Following the strong pre-sale performance of the iPhone 17, Apple has requested Luxshare to increase the daily production of the standard version by approximately 40% [10]. - The Chinese market's subsidy policy for electronic products priced below 6,000 yuan is expected to further stimulate demand for the iPhone 17, which is priced at 5,999 yuan [11]. Consumer Electronics Growth Cycle - The article suggests that the consumer electronics sector is entering a new growth cycle, supported by multiple favorable factors, including a series of product launches from major companies [16][19]. - Historical trends indicate that the consumer electronics sector has experienced strong growth cycles in the past, driven by technological advancements and market demand [20][21]. Future Market Outlook - The global high-end smartphone market is projected to grow by 8% in the first half of 2025, indicating a robust demand for premium devices [22]. - The wearable device market is also expected to see significant growth, with a forecasted shipment of 49.22 million units in Q2 2025, a year-on-year increase of 12.3% [22]. Investment Strategy - The article recommends focusing on leading companies within the consumer electronics supply chain, such as Luxshare Precision and other core players, as they are likely to benefit from the ongoing growth cycle [25][27]. - For investors seeking stable returns, investing in consumer electronics ETFs, particularly those with high exposure to Apple-related stocks, is suggested as a suitable strategy [27][28].

Core Viewpoint - Huawei has launched the new Mate XTs Master Edition, featuring the latest Kirin 9020 chip and a range of innovative products, marking a significant step in its product ecosystem and technological advancement [1][2]. Group 1: Product Launch and Features - The Huawei Mate XTs Master Edition is equipped with the Kirin 9020 chip and the HarmonyOS 5.1, enhancing overall performance by 36% through software and hardware optimization [1]. - The device introduces a "super mobile productivity" experience by integrating PC applications into the smartphone, supporting various fields such as office work, finance, and design [2]. - The Mate XTs features a flexible multi-window mode, allowing users to stack, resize, and switch between applications seamlessly, enhancing multitasking capabilities [2]. Group 2: Camera and Battery Specifications - The Mate XTs is equipped with a red maple color camera, featuring a ten-level variable aperture main camera, a periscope telephoto lens, and an ultra-wide-angle camera for high-quality imaging [4]. - It includes a 5600mAh battery with 50W wireless fast charging capabilities, along with advanced communication features such as Lingxi communication and Tiantong satellite calling [4]. Group 3: Additional Product Releases - The Huawei Smart Screen MateTV, powered by HarmonyOS 5.1, offers significant upgrades in performance, interaction, audio-visual quality, and smart features, with sizes ranging from 65 inches to 98 inches [6]. - The Huawei MatePad Mini is a lightweight tablet weighing only 255g and measuring 5.1mm thick, featuring an 8.8-inch flexible OLED screen with a 92% screen-to-body ratio [8]. - The Huawei FreeBuds 7i, designed for young consumers, features advanced noise cancellation technology and spatial audio capabilities, enhancing the listening experience [10].

售价方面，华为智慧屏MateTV新品将于9月26日开启首销，建议零售价8999元起。 据了解，华为智慧屏MateTV新品搭载鸿蒙5.1操作系统，配备65英寸、75英寸、85英寸、98英寸多 个尺寸。华为智慧屏再次带来创新交互技术，通过华为灵犀悬浮触控、华为灵犀手写套装，实现"手机 级交互"。华为智慧屏MateTV采用SuperMiniLED黑钻屏。 中证报中证网讯（记者 张兴旺）9月4日，在华为Mate XTs非凡大师及全场景新品发布会上，华为 发布全新旗舰智慧屏产品首款MateTV。华为智慧屏MateTV实现性能、交互、音画等多维度体验升级。 ...

Group 1 - The gaming sector experienced a notable rise on September 5, with the gaming ETF (159869) increasing by over 1%, indicating a significant upward trend [1] - Key stocks in the gaming ETF that saw substantial gains include Baotong Technology, Yaoji Technology, 37 Interactive Entertainment, Zhejiang Shuzhi Culture, Light Media, and Dihon Network [1] - Huawei's recent product launch showcased the Mate XTs foldable phone and the largest Mate TV, both featuring large screens that enhance gaming experiences through improved visual quality and interactivity [1] Group 2 - HarmonyOS is becoming a new hub for game developers, with over 1,000 game companies joining the Harmony ecosystem and more than 9,200 games available [2] - Popular games such as "Delta Action," "Crossfire: Gun Battle King," "Dark Zone Breakthrough," "League of Legends Mobile," and "Yuanmeng Star" are set to debut on the Harmony ecosystem starting in September [2] - The gaming sector is undergoing transformations driven by AI, content, and commercialization models, with the gaming ETF (159869) tracking the performance of A-share listed companies in the animation and gaming industry [2]

另外，得益于华为的AI识人技术，该产品可以实现声纹/人脸双模态识别，主动定制家庭成员专属服务（如儿童观影时长管理）；鸿蒙追光桌面，可以剧场 化UI设计，手机/Pad操作逻辑无缝迁移；全场景设备接续，可支持手机、平板等100+设备应用无缝流转，视频/会议跨屏续接。 产品采用灵犀悬浮触控，通过328个传感器实现8ms超低延迟多指操控，平移手机交互逻辑；配备灵犀手写笔，可以达到毫米级精准书写，满足儿童教育、 9月4日，华为正式发布智慧屏旗舰新品——华为智慧屏 MateTV，起售价8999元。作为Mate家族首款电视产品，MateTV以"巨幕手机"为核心理念，搭载旗舰 手机级芯片与鸿鹄鹄Vivid独立画质芯片，彻底颠覆传统电视体验，开启客厅娱乐新纪元。 该款电视采用旗舰手机级芯片，从而带来了电视性能跨代飞跃，根据华为披露的数据，其CPU单核性能提升490%，GPU算力提升251%，NPU性能提升 300%。另外，行业首发UFS存储技术，应用冷启动仅需2秒，告别电视卡顿。另外，该电视还首次实现大型手游大屏畅玩：依托芯片巅峰性能与散热设计， 保障3A游戏高清画质、高帧率不掉帧，提供沉浸式游戏体验。 产品配备华为首款鸿鹄鹄 ...

Core Viewpoint - Huawei officially announced the pre-sale of the Huawei Vision Smart Screen 5 Pro, which features the HarmonyOS and is set to begin at 16:08 today [1] Group 1: Product Features - The Huawei Vision Smart Screen 5 Pro is equipped with a 30W power speaker and supports AI content search capabilities [1] - The product can be wall-mounted, enhancing its versatility in home installations [1] Group 2: Upcoming Events - A product launch event for the Huawei Mate XTs and other new products will take place today at 14:30, where more details about the Vision Smart Screen 5 Pro are expected to be revealed [1] - The event will also introduce a new foldable smartphone, indicating Huawei's continued innovation in mobile technology [1] Group 3: Product Variants - Huawei has announced the availability of the Huawei Smart Screen MateTV on its official website, which will come in four sizes: 65 inches, 75 inches, 85 inches, and 98 inches [1] - The MateTV features a flagship mobile-grade chip, with specifications of 8GB RAM and 128GB storage, and will also begin full-price pre-sale at 16:08 today [1]

Investment Rating - The report maintains a "Recommended" rating for the new materials industry [1]. Core Insights - The new materials sector is a crucial direction for the chemical industry, currently experiencing rapid downstream demand growth. With policy support and technological breakthroughs, domestic new materials are expected to accelerate their long-term development. The report emphasizes that "one generation of materials supports one generation of industries," highlighting the foundational nature of the new materials industry for other sectors [4][15]. Summary by Sections 1. New Materials Industry Dynamics 1.1 Electronic Information Sector - On August 18, SEI reported that OpenAI's CEO Sam Altman plans to invest trillions of dollars in developing infrastructure for AI services, although specific funding sources are not yet confirmed [6][23]. 1.2 Aerospace Sector - On August 19, SEI reported that the Shenzhou 20 mission successfully completed its tasks with the assistance of the "Wukong AI" model, marking significant progress in intelligent applications in space [24]. 1.3 New Energy Sector - On August 20, a meeting was held by several government departments to regulate the photovoltaic industry, emphasizing the importance of maintaining healthy competition and sustainable development [10]. 1.4 Biotechnology Sector - On August 22, a strategic partnership was formed in Vietnam to develop synthetic biological products, promoting sustainable agricultural practices [12]. 1.5 Energy Conservation and Environmental Protection Sector - On August 22, the Xinjiang Environmental Protection Department proposed measures to enhance hazardous waste management and reduce landfill disposal rates [14]. 2. Sector Data Tracking - The report includes various key data points and performance metrics for the sectors mentioned, indicating a comprehensive tracking of industry trends and company performances [19]. 3. Key Companies and Earnings Forecast - The report lists several key companies with their stock prices and earnings per share (EPS) forecasts for 2024 to 2026, highlighting investment recommendations such as "Buy" and "Increase Holdings" for specific stocks [17].

Core Insights - Huawei has launched its first smart screen, MateTV, showcasing innovative technologies that allow users to interact with the TV like a smartphone [1][2] - The MateTV features a 110-inch ultra-thin design, powered by Harmony OS 5 and the Honghu Vivid independent image quality chip, supporting advanced touch controls [1] - AI capabilities enable the MateTV to recognize users, search for content, and serve as a smart home hub [1][2] Group 1 - The MateTV can understand and remember viewing habits and preferences of different family members using the Harmony model and multimodal recognition [2] - The AI search function allows users to find movies by simply stating lines or plot points [2] - The device includes a unique handwriting interaction feature, enabling functionalities like meeting annotations and children's doodling through a magnetic sensing module [6] Group 2 - MateTV's performance is enhanced by a self-developed chip, achieving six times the single-core performance and over ten times the GPU performance compared to industry standards, allowing for quick game startup [6] - The AI algorithms can automatically enhance key visual elements, and the device supports HDR Vivid and Audio Vivid standards for superior audio-visual experiences [6]