12月30日，华为技术有限公司（以下简称"华为"）公众号发布了华为轮值董事长孟晚舟的2026年新年致 辞。孟晚舟回顾了华为在2025年的奋斗历程，并系统阐述了公司在新一年的战略聚焦方向。 孟晚舟表示，在生态伙伴的支持下，鸿蒙生态体验加速从"可用"到"好用"，鸿蒙5.0以上终端设备超过 3600万（台）。2026年华为将在强化行业垂直作战、构建开源开放的鲲鹏昇腾生态、繁荣鸿蒙生 态、"水战略"等方面进行战略聚焦。 取得多项关键成果 这一年，华为不仅在技术上持续突破，更在应用领域实现"遍地开花"。 另外，华为鸿蒙智行智界汽车近日宣布，智界汽车在今年12月份交付突破10000台，已连续三个月实现 交付破万台。 华为鸿蒙智行在年度直播中也释放了2026年的新车信号，旗下"五界"——问界、智界、享界、尚界、尊 界将共同发力，覆盖轿车、SUV、MPV、轿跑、硬派越野等多类车型，产品矩阵进一步清晰，显示出 华为在智能汽车领域的全面布局。 目前，华为尚未公布全年业绩，但从上半年业绩来看整体符合预期。根据华为投资控股有限公司在北京 金融资产交易所披露的2025年半年度报告，华为上半年营收4270.39亿元，同比增3.95%；净 ...

Core Insights - Tmall is creating a grand ice and snow season event themed "Flying to Milan," showcasing the transformation of the Winter Olympics legacy into a consumer experience [1] - The Chinese ice and snow industry is projected to exceed 1 trillion yuan by 2025, indicating a shift towards mass consumption [2] - Tmall's role is evolving from a participant to a key influencer in defining consumer trends and meeting niche market demands [4] Group 1: Event Highlights - An immersive ice and snow show was held at the Chongli ski resort, featuring live orchestral performances and professional ski demonstrations [1] - The event included the launch of over 30 winter fashion and ski gear collections from 14 major brands, marking a significant promotional effort [1] - Olympic champions participated in the event, enhancing its appeal and credibility [1] Group 2: Economic Impact - Tmall's ice and snow season activities are revitalizing the local ice and snow economy, with a focus on creating a "Tmall Flying Airport" experience [2] - The event serves as a hub for winter sports enthusiasts, offering various interactive experiences and brand promotions [2] - The ice and snow industry is transitioning from event-driven growth to sustainable commercial opportunities, driven by brand innovation and consumer experience [4] Group 3: Future Trends - The Chinese ice and snow economy is on a path of transformation, moving from scale expansion to quality enhancement and from niche markets to mainstream fashion [5] - The 2025 China Ice and Snow Industry Development Report predicts the industry will grow to 1,005.3 billion yuan, more than tripling from 270 billion yuan in 2015 [4]

一个操作系统，究竟能撬动多少经济？据 苹果在 其 官网披露 的 全球开发者以及 App生态收益情况 ， 全球 App Store在2024年共促成 了 1.3万亿美元 （约合人民币 9.15万亿元） 开发者营业额和销售额。 这一数字，已经逼近 9.675万亿元的2024年中国新建商品房销售额。 面对这万亿级 别 的超级 赛道 ，中国却长期 缺乏属于自己的 "参赛选手" ，直至鸿蒙问世 并发展壮大 。 12月20日晚，当 中央广播电视总台 和广东省人民政府联合主办的 "鸿蒙星光盛典" 播出， 四万盏灯球在深圳龙岗体育中心应声而亮 的那一刻 ， 以鸿蒙为代表的国产操作系统 绽 放出了属于自己的 "破晓" 之光。 这场高规格的盛典，远不止一场光影盛宴。其本质是"数字中国"战略迈入全面深化新阶段后的一场"科技阅兵"，更是中国在底层操作系统上 实现自主创新、坚定走向科技自立自强的一次庄严宣誓。如今，鸿蒙已超越单一操作系统产品的范畴，演变为一个观测中国科技自主创新进 程、审视软件产业链价值重估、洞察"数字中国"基础设施建设的立体化样本。 速度与质变：跨越 分水岭 ，成为全球生态" 新选择 " 在全球操作系统长期两极格局背 ...

Core Viewpoint - The "Harmony Starry Night Gala" represents a collective expression of confidence in Chinese technology, highlighting the contributions of engineers, ecosystem partners, and users who trust the Harmony system [1][26]. Group 1: Event Highlights - The gala featured 40,000 light balls illuminating the night sky, symbolizing the Harmony ecosystem and its journey from inception to growth, with a focus on the theme "Together, we can" [2]. - The event was divided into four chapters: "Breakthrough," "Growth," "Belief," and "Future," each celebrating the contributions of developers and partners [2]. - The gala showcased innovative technology applications, such as the Remy app, which allows users to create 3D images with a single device, demonstrating the unique experience of the Harmony ecosystem [5][10]. Group 2: Technological Advancements - Harmony 6 introduces a new intelligent framework (HMAF) that transforms the voice assistant into a "super assistant," capable of understanding complex commands and executing cross-application tasks [10]. - The upgraded "Star Shield Security Architecture" has intercepted over 24 billion unauthorized permission requests, showcasing the system's commitment to security [10]. - Harmony's distributed architecture supports seamless experiences across devices, positioning it as a differentiated operating system in the era of "Internet of Everything" [10][11]. Group 3: Ecosystem Development - Harmony has achieved over 95% compatibility within its ecosystem, boasting more than 350,000 applications and services across various sectors [22]. - The ecosystem's growth is supported by over 10 million registered developers by 2025, reflecting a robust community contributing to its development [22]. - Harmony's strategy includes phased development to ensure coverage of the top 5,000 applications, fostering innovation with partners while allowing smaller developers more freedom [16][22]. Group 4: Community and Collaboration - The gala highlighted stories from developers, emphasizing the collaborative spirit behind Harmony's growth, with significant contributions from companies like JD and Alipay [21][22]. - The event underscored the importance of community feedback, with over 200,000 user wish lists influencing the ecosystem's evolution [11][12]. - Harmony's journey is portrayed as a collective effort, with the message that the path to success is shared among all contributors [26][27].

Core Viewpoint - The Chinese market is undergoing a significant transformation from a focus on low prices to an emphasis on quality and value, as consumers increasingly prioritize quality and experience over mere cost savings [6][10][11]. Group 1: Consumer Behavior Changes - Consumers are shifting their purchasing criteria from "absolute low prices" to safety, quality, and service, indicating a rational pursuit of a better quality of life [7][10]. - The middle-income group is expanding, and Generation Z is becoming the main consumer force, focusing more on quality, health, experience, and emotional resonance [10][14]. Group 2: Industry and Market Dynamics - Many companies are moving away from price wars and are instead focusing on technology, quality, and brand development [6][12]. - The "Fifteen Five" plan emphasizes the creation of a market order that prioritizes quality and fair competition, which is essential for fostering innovation and enhancing economic vitality [6][8][11]. Group 3: Implications for Business - Companies are encouraged to adopt a "quality over price" strategy, which can lead to higher customer satisfaction and loyalty, even if it results in lower foot traffic compared to low-price competitors [12][13]. - The integration of quality standards and branding can help businesses focus on producing high-quality products while ensuring fair compensation for producers [7][13]. Group 4: Regulatory and Policy Framework - The market regulatory authority is actively implementing policies to combat "involution" in competition, including holding discussions with businesses and enforcing fair competition practices [15][16]. - Experts suggest that breaking down local protectionism and enhancing market access for high-quality products are crucial for achieving a balanced market environment [16][17].

Core Viewpoint - Huawei has launched the Mate 80 series smartphones featuring the industry's first 700MHz emergency communication function, enabling rescue communication over a distance of up to 13 kilometers and through three floors of concrete [1][3]. Group 1: Technology Implementation - The emergency communication function operates without relying on cellular networks, Wi-Fi, or satellites, allowing direct point-to-point connections between devices for voice, text, or location information transmission [1][2]. - The core of the no-network communication technology is decentralized self-organizing network technology, utilizing the 700MHz frequency band for signal transmission and Mesh technology to turn each phone into an intelligent node [1][3]. Group 2: Advantages of 700MHz Frequency - The 700MHz frequency band offers significant advantages, including strong wide-area coverage, effective penetration through buildings, and excellent stability in high-speed scenarios [3]. - Testing has shown that the technology can maintain communication over a distance of 13 kilometers and penetrate three walls, ensuring clear communication even in severe conditions like being buried under 1.5 meters of concrete [3]. Group 3: Value and Applications - The primary value of no-network communication lies in enhancing public safety and providing critical communication support in emergency, firefighting, and exploration scenarios [4]. - This technology serves as a "last backup" in extreme environments where infrastructure is compromised, addressing the core issue of "information islands" in emergency rescue situations [4]. Group 4: Market Penetration and Future Prospects - The successful implementation of no-network communication technology requires a "network effect," necessitating a sufficient number of supporting devices in a given area to form an effective Mesh network [5]. - Huawei plans to open the 700MHz no-network emergency communication function as a system-level feature, potentially leading to industry standards and broader user benefits [5].

Core Viewpoint - Huawei has officially launched the Mate 80 series smartphones on November 25, featuring the new HarmonyOS 6.0 system, with prices starting from 4699 yuan [1] Group 1: Product Features - The Huawei Mate 80 Pro supports the mobile game "Honor of Kings" at 120 frames per second with extreme graphics quality, a feature not available in the previous Mate 70 Pro model [3] - The Mate 80 Pro boasts a performance improvement of up to 42% compared to the Mate 70 Pro running HarmonyOS 4.3, with a 35% performance increase for the 12GB RAM version [5] Group 2: Specifications Comparison - Key specifications for the Huawei Mate 80 series are summarized as follows: - Mate 80: 12GB RAM + 256GB/512GB storage, HarmonyOS 6.0, IP68 rating, 5750 mAh battery, 66W fast charging [8] - Mate 80 Pro: 12GB RAM + 256GB/512GB storage, HarmonyOS 6.0, IP68/IP69 rating, 5750 mAh battery, 100W fast charging [8] - Mate 80 Pro Max: 16GB RAM + 512GB/1TB storage, HarmonyOS 6.0, IP68/IP69 rating, 6000 mAh battery, 100W fast charging [8] - Mate 80 RS Ultimate: 20GB RAM + 512GB/1TB storage, HarmonyOS 6.0, IP68/IP69 rating, 6000 mAh battery, 100W fast charging [8]

Core Insights - Huawei's Mate80 series smartphones have officially launched, creating a significant demand surge with long queues at stores, indicating a "hard-to-get" situation [1] - The Mate80 series and Mate X7 series are seen as milestones for the HarmonyOS ecosystem, marking a transition from ecosystem construction to mature user experience [1] - HarmonyOS has gathered over 300,000 applications and services, with an adaptation rate exceeding 95%, and over 27 million devices running HarmonyOS [1][3] Group 1: Product Launch and Market Response - The Mate80 series features multiple advancements, including an outdoor exploration mode and a self-developed security architecture, enhancing data protection [3] - The Mate X7, as a foldable flagship, further expands HarmonyOS's presence in the high-end market [3] - The rapid growth of HarmonyOS devices is evident, with over 100,000 new devices added daily, showcasing strong market vitality [3] Group 2: Ecosystem Development and Strategic Importance - HarmonyOS has evolved from a survival phase to a robust ecosystem, becoming a significant player in the global mobile operating system landscape [2][4] - The ecosystem's growth is attributed to collective efforts from various enterprises, contributing to a new growth engine for the digital economy [5] - The number of registered developers in the HarmonyOS ecosystem has surpassed 10 million, with a projected average salary increase of 43.1% for developers in 2024, indicating high market demand for HarmonyOS skills [5] Group 3: Economic Impact and Future Outlook - The expansion of the HarmonyOS ecosystem is expected to create a trillion-yuan market, with substantial orders and revenue growth for companies in software, semiconductors, and IoT sectors [5] - The focus of capital markets is shifting from speculative interest to evaluating actual performance contributions from companies involved in the HarmonyOS ecosystem [5] - The ongoing development of HarmonyOS represents a critical path for China's core software industry, emphasizing the importance of collaboration and strategic consistency [5]

Group 1 - The fire in Hong Kong's Tai Po has resulted in 94 fatalities, with 78 injured, including 12 in critical condition [2] - Ideal Auto's CEO Li Xiang admitted to governance errors and announced a return to a startup model, moving away from a professional management system [5] - ByteDance is reportedly in negotiations to sell its subsidiary, Shanghai Mutong Technology, to Saudi Savvy Games Group, with the outcome still uncertain [13][14] Group 2 - Sichuan province has significantly increased marriage leave from 5 days to 20 days and extended maternity leave for women by 90 days, while also increasing paternity leave for men to 30 days [8][9][10] - Xiaomi, OPPO, and Vivo have canceled their Air model projects, shifting the planned eSIM features to regular models due to poor market performance of similar products [16][17] - NIO's CEO Li Bin stated that the automotive industry is entering a decisive phase, predicting a clearer competitive landscape by 2030 [31]

Core Insights - The report highlights the performance of major stock indices, with notable movements in both international and domestic markets [5][12][14] - It emphasizes the significant developments in the low-altitude economy sector, including policy updates and company activities [19] International Market Overview - The report notes that major U.S. stock indices closed higher, with the Dow Jones up 1.43% at 47,112.45 points, and the S&P 500 rising 0.91% to 6,765.88 points [12] - European markets also saw gains, with the DAX index increasing by 0.89% to 23,445.62 points [12] - In the Asia-Pacific region, the Hang Seng Index rose by 0.69% to 25,894.55 points, while the Nikkei 225 fell by 0.34% to 48,537.70 points [12] Domestic News - The report mentions that the cumulative repurchase amount in the A-share market has exceeded 130 billion yuan, marking the second-highest level in history [13] - It highlights that NIO delivered 87,071 vehicles in Q3, representing a year-on-year growth of 40.8% and a quarter-on-quarter increase of 20.8%, achieving a historical high [17] - Huawei launched the Mate 80 series smartphones, with a starting price of 4,699 yuan, which is 800 yuan lower than the previous generation [17] Company Developments - The report details that TSMC has filed a lawsuit against a former senior vice president for allegedly misusing advanced technology documents [17] - It notes that Demeanly plans to issue shares to specific investors, raising up to 3.2 billion yuan for SSD and DRAM expansion projects [17] - The report also mentions that Vertical Aerospace has received flight permission from the UK Civil Aviation Authority and has begun transition flight testing [19]