2.当地时间10月8日，巴勒斯坦伊斯兰抵抗运动(哈马斯)与以色列将在埃及沙姆沙伊赫市继续举行新一轮加沙地带停火谈判。哈 马斯方面在10月7日的谈判中主要提出两大要求：一是以色列永久结束对加沙地带的侵占，这一点必须得到国际保障；二是将释 放以色列被扣押人员与以色列全面撤军的时间挂钩。 3.瑞典皇家科学院8日宣布，将2025年诺贝尔化学奖授予北川进、理查德·罗布森和奥马尔·M·亚吉，以表彰其"在金属有机骨架领 域的贡献"。 4.今年"十一"长假A股休市期间，海外股市出现普涨。10月1日至10月8日（截至北京时间16时），除巴西IBOVESPA指数和恒生 指数外，全球市场主要指数"十一"期间均走出上涨行情。其中，日韩股市统计期内领涨全球。日经225指数以超6%的涨幅领跑全 球，合计上涨了6.24%。韩国综合指数涨超3%，合计上行3.64%。 5.今年国庆中秋双节叠加的8天"超级黄金周"收官，携程等各大旅游平台显示，远途旅行与深度体验成为今年国庆旅游主要趋 势，国内长途游订单占比较去年提升3个百分点。飞猪数据显示，假期出行的客单价同比去年提升14.6%，95后游客预订人次占 比最高。出境游方面，途牛数据显示，日本、马 ...

新能源汽车产销量稳居世界首位，原生鸿蒙成为全球第三大移动操作系统，"灯塔工厂"数量全球第 一，DeepSeek和人形机器人"出手"即惊艳世界…… 当决胜"十四五"的冲锋号响起，一项项激动人心的成就昭示着，在这场波澜壮阔的科技革命与产业 变革中，中国企业正以中流砥柱之姿勇立潮头，将创新基因深植发展血脉，奏响科技与产业创新的时代 强音。 从研发经费的强劲投入到创新平台的蓬勃生长，从关键技术的攻坚突破到创新成果的产业化浪潮， 企业在科技创新决策、研发投入、科研组织、成果转化中的主体地位不断提升，彰显中国经济高质量发 展的底气与韧性。 中国式创新生态加速形成 量子计算机凭借其颠覆性的计算能力，被誉为未来科技和产业发展的"超级加速器"。 2024年年初，我国第三代自主超导量子计算机"本源悟空"上线运行，仅一年有余，便为143个国家 和地区完成50万次计算任务。这背后，是企业与科研院所联合攻克高密度微波互联模组技术，一举打破 国外垄断的生动实践。 企业是最活跃的科技创新主体。5年来，我国不断完善企业科技创新主体地位的制度安排，推动各 类创新要素向企业聚集：在安徽，近500家省级创新平台中，89%由企业牵头组建，构筑起产业 ...

(1)基石业务：ICT服务是公司的基石业务，贡献主要收入和利润，2024年下半年基石业务营收修复，公 司员工总人数回暖，大客户数达到2020年来第二高，大客户拓展效果显著。(2)云智能业务：疫情引发 的市场波动已回归常态，随着云计算与原生人工智能、大模型以及算力资源的深度整合，下游需求将快 速增长。公司在行业场景化领域占据优势，深度合作华为云能力，拓展全栈AI产品落地可能性，2024 年公司全栈AI产品收入达9.57亿元，增长曲线初步显现，未来将加速云智能业务增长。 华为最高级别合作伙伴，有望受益于鸿蒙生态发展 (1)公司是华为云"同舟共济"合作伙伴：公司与华为于2009年开始合作，深入参与华为各领域布局，是 华为在国内最核心的IT服务外包商之一。(2)深度绑定鸿蒙物联生态建设：2024年华为终端业务业绩修 复，原生鸿蒙发布、鸿蒙PC发布后"1+8+N"物联生态实现闭环，软件生态重构需求快速增长。原生鸿蒙 软件重构、智能物联网设备持续发展，推动鸿蒙生态需求激增。公司是开源鸿蒙生态的核心服务商，推 出了适合开源鸿蒙开发者的工具，联合深圳市天使母基金等机构助力创业鸿蒙开发者。公司占据鸿蒙生 态先发优势，有望持续受 ...

Investment Rating - The report maintains a positive outlook on the AI-PCB, Apple supply chain, AI-driven, and self-controlled industry chains, suggesting a "Buy" rating for these sectors [3][25]. Core Insights - Nvidia's GTC 2025 conference is expected to showcase significant advancements in AI and accelerated computing technologies, including the introduction of Blackwell Ultra and Rubin platforms, which are anticipated to enhance performance and efficiency [1][3]. - The semiconductor industry is experiencing a price increase in storage chips, with major companies like Micron and Western Digital announcing price hikes of over 10% starting April 1 [1][17]. - The report highlights a robust demand for AI-related hardware, driven by both North American and domestic internet giants, leading to significant growth in the AI-PCB sector [3][25]. Summary by Sections 1. Semiconductor Foundry - TSMC's CoWoS monthly capacity is projected to increase to 65,000-75,000 wafers by 2025 and reach 90,000-110,000 wafers by 2026 [2]. 2. Consumer Electronics - Huawei is set to hold a new product launch event on March 20, which is expected to boost domestic demand [2][5]. 3. PCB - The PCB industry is showing signs of recovery, with a stable upward trend anticipated due to increased demand from home appliances, automotive, and AI applications [2][6]. 4. Components - Delta has confirmed the GB300 supercapacitor configuration, and LCD panel prices are on the rise due to ongoing demand [2][15]. 5. IC Design - SanDisk has initiated a price increase, signaling an upcoming price surge in the storage sector [2][17]. 6. Semiconductor Equipment, Materials, and Parts - The report notes a trend of de-globalization in the semiconductor industry, with intensified sanctions leading to a focus on self-sufficiency [2][17]. 7. Advanced Packaging - TSMC plans to invest $38-42 billion in 2025 to support growth, with a significant portion allocated to advanced processes and packaging [18]. 8. Semiconductor Equipment Market - The global 300mm wafer fab equipment spending is expected to grow significantly, driven by AI chip demand [19][20]. 9. Key Companies - Companies such as Shenghong Technology and Lixun Precision are highlighted as beneficiaries of the AI-PCB and Apple supply chain trends, with expected strong performance in the upcoming quarters [25][27][28].

Core Viewpoint - The expansion of the HarmonyOS ecosystem is gaining unstoppable momentum, with significant advancements in application development and cross-device integration, positioning it as a strong competitor in the global operating system market [1][4]. Vertical Application Ecosystem Explosion - HarmonyOS has surpassed expectations with over 20,000 native applications launched within a year, addressing user concerns about application scarcity and achieving a 99% satisfaction rate in daily usage [6][16]. - The system aims to provide unique value to developers and users, moving beyond being a mere alternative to iOS or Android, with a focus on integrating AI capabilities for enhanced user experiences [7][17]. - The AI assistant "Xiao Yi" offers advanced interaction capabilities, allowing users to engage with third-party applications in ways not available on iOS or Android [8][9]. Horizontal Multi-Domain Layout - Huawei plans to have all new devices, including smartphones, tablets, and wearables, ship with HarmonyOS by 2025, indicating a strategic shift towards a unified operating system across its product lines [11][12]. - The introduction of a "new form factor" smartphone designed specifically for HarmonyOS is anticipated to enhance user experience significantly, particularly in large-screen devices [13]. - HarmonyOS is also expanding into other device categories, such as headphones and smartwatches, with features that enhance user interaction and connectivity [14]. Transition from Quantitative to Qualitative Change - The ecosystem is evolving from a focus on quantity to quality, creating a complete "application-device-scenario" closed-loop that enhances user experience and attracts more developers [16][17]. - The goal for 2025 includes reaching 100,000 applications, with a focus on essential but low-frequency applications in sectors like government and enterprise [18]. - The ongoing evolution of HarmonyOS is driven by innovation and transformation, positioning it as a key player in the interconnected world of smart devices [18].