交流会现场。华为广西供图 华为云解决方案架构师详细介绍了昇腾AI云服务的Maas token模式可快速、高效、低成本的帮助客户获 取大模型的能力，降低客户使用大模型的门槛，推动大模型应用的普惠化发展。参加交流会的企业专家 也分别从智能办公、大数据分析、工业视觉等角度，分享了AI技术在不同场景中的落地经验，为现场 企业提供了具备可操作性的转型参考，凸显AI技术在提升组织协同与运营效率方面的巨大价值，为制 造企业提供了可借鉴的智能化升级路径。 会议期间，多家企业与云企家达成初步合作意向，共同探索基于华为云底座的人工智能联合解决方案。 通过场景化的技术实践与生态协同，全面提升经营效率与市场竞争力。同时，此次活动为广西地区企业 搭建了高水平交流平台，有效推动了产业资源与技术服务的深度对接。云企家表示，未来将继续深 化"AI+云"双引擎战略，携手更多生态伙伴，打造可复制、可推广的联合解决方案，助力广大企业稳健 成长，成就好生意，共创数智新时代。(华为广西) 柳州市大数据发展局副局长张艳婷在致辞中指出，柳州作为广西重要的工业城市，始终锚定大数据战略 方向，深耕人工智能与云计算技术融合发展，推动汽车、钢铁、工程机械等支柱行 ...

9月18-20日，华为全联接大会（HUAWEI CONNECT 2025，以下简称"华为HC大会"）在上海世博展览馆成功举 办。慧科讯业受邀出席华为HC大会，与中国信息通信研究院在内的行业机构及专家代表，共同分享企业AI降本增 效新路径。 当前，各地争相布局大模型服务，支撑"人工智能+"行动落地，而MaaS作为大模型规模化落地的关键途径，正重 塑人工智能技术应用格局，且随着大模型服务需求加速释放，MaaS产业规模也呈现出爆发式增长趋势。 慧科讯业Wisers作为华为的重要合作伙伴，受邀出席华为HC大会并参与圆桌分享。"昇腾AI云服务圆桌会议"聚焦 大模型即服务平台（MaaS）演进趋势，通过深度洞察、案例分析与前瞻探讨等环节，为企业在AI时代提供清晰、 高效、可落地的解决方案，助力企业全面释放生产力。 会议现场，慧科讯业中台技术负责人王泽东分享了慧科讯业如何基于华为云Tokens服务实现可规模应用、可控制 及持续创造业务价值的企业级AI生产力引擎。 慧科讯业中台技术负责人王泽东现场分享企业级AI生产力引擎实践 慧科讯业作为全球多模态营销大数据智能应用领航者，已基于华为云上的DeepSeek，使用双活LLM及自由 ...

Core Viewpoint - The AI City Summit held during Huawei's Connect 2025 focuses on the integration of artificial intelligence in urban governance and industrial upgrades, emphasizing the transition to a smart city framework driven by AI technology [1][3]. Group 1: AI CITY Framework - Huawei and the National Information Center released the "AI CITY 2025 Government and Industry Pioneer Cases," highlighting the transformative impact of AI on urban governance and development [3]. - The AI CITY "1234MNX" framework addresses challenges in urban governance and industrial upgrades, moving beyond traditional data-driven smart cities to a model driven by "models + knowledge" [5][6]. - The framework includes a unified intelligent cloud base, a dual security system, three AI engineering platforms, and various operational categories to enhance resource efficiency and innovation [6]. Group 2: Practical Applications and Achievements - The AI CITY framework has shown initial value in practical applications, such as the intelligent upgrade in Shenzhen, which serves over 150,000 users daily across 240 scenarios [6]. - In Guangzhou, the "1+4+N" smart city management system has revolutionized urban management, while the industrial platform in Huadu has significantly reduced product design cycles and improved efficiency [6]. - The Dongguan AI model center has increased manufacturing line inspection accuracy to 99%, showcasing the practical benefits of AI integration in various sectors [6]. Group 3: Future Prospects and Initiatives - Huawei's future vision for AI CITY includes collaboration with research institutions and enterprises to innovate urban governance and industrial upgrade cases [7]. - The company aims to enhance AI talent cultivation to support long-term industrial development and invites partners to join the AI CITY industry innovation plan [7]. - Huawei emphasizes the importance of a robust computing foundation and the development of AI models to support urban applications and ecosystem growth [8][12]. Group 4: AI's Role in Urban Development - AI is positioned as a core driver for transforming urban production, lifestyle, and governance, with significant implications for public services and industrial applications [11]. - Various successful AI applications have been implemented across cities, such as the data circulation platform in Shanghai and the digital assistant in Guizhou, enhancing service efficiency and user experience [11][12]. - Huawei's commitment to building an open and shared computing system aims to integrate global capabilities into local AI ecosystems, fostering innovation and collaboration [12].

此外，华为云部署大规模全液冷AI数据中心，降低能耗。还提供全栈专属AI云服务，保障数据安全。 此次升级，昇腾AI云服务客户数量从去年的321家增至今年的1805家，AI总算力规模同比增长268%，为 各行业智能化升级注入强大动力。 经济观察网9月19日，在华为全联接大会2025上，华为常务董事、华为云计算CEO张平安介绍了华为云 昇腾AI云服务的重磅升级。 依托最新AI服务器规划，CloudMatrix云上超节点规格大幅升级，将实现超大集群，提供澎湃算力。华 为云首创弹性内存存储服务EMS，提升大模型性能。同时，CloudMatrix384AI Token服务全面上线，满 足行业AI计算需求，其超节点创新架构极大提升系统推理性能，平均单卡推理性能是H20的3-4倍，已 为多家主流大模型提供服务。 ...

Core Insights - The "2025 China Top 500 Enterprises" list highlights Shenzhen's strong performance, with 27 companies making the list, including 8 in the top 100, showcasing the city's innovation and growth potential in technology and advanced manufacturing [1][2] Group 1: Company Performance - Shenzhen's top companies include Ping An (12th), Huawei (23rd), BYD (26th), Tencent (31st), and others, reflecting a diverse industry presence in finance, technology, manufacturing, and logistics [2][6] - Huawei reported a revenue of 427.039 billion yuan in the first half of the year, with a net profit of 37.195 billion yuan, leading the domestic smartphone market with a 18.1% share [5] - BYD achieved a revenue of 371.281 billion yuan, with a net profit of 15.511 billion yuan, becoming the global leader in new energy vehicle sales [6] Group 2: R&D Investment - The total R&D investment of the top 500 companies reached 1.73 trillion yuan, with an average R&D intensity of 1.95%, while Shenzhen companies exceeded this average significantly [1][2] - Huawei's R&D investment for 2024 is projected to be 179.7 billion yuan, accounting for 20.8% of its revenue, with over 1249 billion yuan invested in the past decade [7] - BYD's R&D investment for 2024 is expected to be 54.2 billion yuan, representing 6.97% of its revenue, surpassing Tesla's R&D intensity [7] Group 3: Globalization Strategy - Shenzhen companies are increasingly adopting globalization as a strategy for growth, with Huawei establishing 16 R&D centers globally and expanding its cloud services [9][10] - BYD's overseas sales reached 470,000 units, a 132% increase, with significant revenue growth from international markets [9][10] - The global expansion of Shenzhen companies is seen as essential for overcoming domestic market challenges and achieving sustainable revenue growth [10]

Core Viewpoint - Huawei Cloud is undergoing significant organizational restructuring and strategic focus to enhance its competitiveness in the AI era, with a particular emphasis on its "computing power black land" strategy, which is crucial for the company's future and its position in the AI landscape [2][29]. Group 1: Organizational Changes - A large-scale organizational adjustment is taking place within Huawei Cloud, involving the merger and restructuring of multiple core departments, indicating a strategic contraction as the company aims to address its ongoing losses [2][4][12]. - The restructuring has led to the removal of over 20 products since June, with significant impacts on key teams, affecting potentially thousands of employees [4][9]. - The focus of Huawei Cloud's business layout has shifted to "3+2+1," which includes core areas such as general computing, intelligent computing, and storage, alongside AI PaaS and security [7][12]. Group 2: Strategic Focus on AI and Computing Power - Huawei Cloud is betting heavily on computing power and AI, with plans to build a robust AI-native cloud infrastructure that includes AI databases and development tools [12][18]. - The company aims to leverage its Ascend chips and the Pangu model to create a competitive edge in the AI market, with a significant increase in the number of clients using its AI cloud services [18][23]. - The introduction of a new billing model based on "Tokens" allows clients to pay only for the computing power they use, lowering barriers for small and medium enterprises to access AI services [21][23]. Group 3: Market Position and Challenges - Despite achieving a revenue of 38.523 billion yuan in 2024, Huawei Cloud remains in a loss-making position, facing intense competition from rivals like Alibaba Cloud [9][24]. - The Chinese computing power market is characterized by both surplus and shortage, leading to aggressive pricing strategies among competitors, which Huawei Cloud must navigate to maintain its market share [4][24]. - Huawei Cloud's credibility has been challenged due to allegations regarding the originality of its Pangu model, which could impact client trust and procurement decisions [24][25]. Group 4: Future Outlook - The success of Huawei Cloud's "black land" strategy is critical for its long-term viability and profitability, as it seeks to transform AI demand into sustainable revenue [27][28]. - The company has established a global presence, serving over 170 countries and regions, which supports its strategic initiatives in the AI domain [29].

Group 1 - Huawei's Full Connection Conference 2025 will be held from September 18 to 20, focusing on "Elevating Industry Intelligence" and showcasing Huawei's comprehensive intelligent strategy and new digital infrastructure products [1] - The conference will feature the Ascend AI Industry Summit, where the Ascend scenario-based integrated machine will be launched [1] - Huawei Cloud has introduced the CloudMatrix384 super node, which integrates 384 Ascend NPUs and 192 Kunpeng CPUs, achieving a computing power of 300 PFlops [1] Group 2 - Advanced Communication is a diamond distributor for Huawei, responsible for the sales of Huawei's Ascend integrated machines [2] - Softcom Power has collaborated with a major telecommunications equipment company to launch the AI robot - Ascend integrated machine [3]

Core Insights - Huawei's revenue increased steadily while net profit significantly declined, reflecting a strategic choice to invest heavily in research and development [1][3][9] Financial Performance - In the first half of 2025, Huawei reported revenue of 427.04 billion yuan, a year-on-year increase of 3.95%, while net profit was 37.195 billion yuan, down 32.19% [1][3] - R&D expenses reached 96.95 billion yuan, a 9.04% increase, accounting for 22.7% of revenue, which is significantly higher than the typical 5%-15% for tech companies [3][4] Business Segments - Huawei's business structure has evolved to include multiple sectors such as ICT infrastructure, cloud computing, consumer devices, digital energy, and smart automotive solutions [4] - In the consumer segment, Huawei led the domestic smartphone market with a shipment of 12.5 million units in Q2 2025, capturing an 18.1% market share [4] - The smart automotive sector also showed progress, with over 900,000 units of HarmonyOS vehicles delivered, expected to exceed one million by October [4][5] Cloud Computing Growth - Huawei Cloud's overall computing power grew nearly 250% year-on-year, with the number of clients using Ascend AI cloud services increasing from 321 to 1,714 [5] Leadership Philosophy - Founder Ren Zhengfei emphasized a pragmatic approach to challenges, advocating for a focus on action rather than obstacles [6][7] - He acknowledged Huawei's technological gaps but highlighted innovative methods to address these challenges [7] Commitment to Research - Ren stressed the importance of foundational research, viewing it as essential for future stability and growth, with Huawei investing approximately 60 billion yuan annually in non-assessed foundational research [8] Financial Health - Despite the decline in net profit, Huawei's financial health remains robust, with total assets of 1.251 trillion yuan and a debt ratio of 56.9% [9][10] - The company holds 1.81 trillion yuan in cash, ensuring sufficient operational and strategic investment capacity [9][10] Future Outlook - Ren expressed optimism about artificial intelligence as a potential revolutionary technology, noting China's unique advantages in this field [11] - He also emphasized the importance of openness and collaboration for progress, believing in the potential for a unified market under government leadership [12]

Group 1 - Huawei showcased its leadership in ICT infrastructure and smart terminals at the 2025 Digital Expo, presenting a 900 square meter experience area themed "Computing Power Black Land AI Garden" in collaboration with over 50 partners and clients [2] - Huawei has established the world's largest AI computing power center in Gui'an, leveraging the CloudMatrix 384 super node to create a national computing power network centered around Gui'an, Inner Mongolia, and Anhui, providing large-scale AI cloud services to over 30 industries and 500 scenarios [2] - The company launched the "Huawei Cloud Gui'an Automotive Zone," the first automotive zone in the country equipped with large-scale super node technology, addressing core computing power issues for intelligent driving model training [3] Group 2 - Huawei's exhibition included various innovative displays such as "Trusted Data Space," "Qingyun Commercial Terminal," and "AI CITY to Build a Better Digital City," along with joint solution presentations and over 40 roadshows in collaboration with partners like ChinaSoft International and iFLYTEK [3] - The company initiated the "828 National Action Month" from August 28 to September 28, aiming to serve 100,000 enterprises and accelerate the intelligent transformation of numerous ecological partners and small and medium-sized enterprises [3]

Core Viewpoint - The importance of chips is acknowledged, but the ability to provide the required computational results for customers is emphasized as more critical [1] Group 1: Huawei Cloud's Developments - Huawei Cloud is undergoing significant organizational restructuring, with a focus on enhancing computational power through its Ascend AI cloud services and Tokens services [1] - The CloudMatrix384 super node, launched in April, integrates 384 Ascend NPUs and 192 Kunpeng CPUs, achieving a computational scale of 300 PFlops [2] - The Tokens service has been integrated with the CloudMatrix384 super node, achieving a maximum of 2400 TPS and 50 ms latency, surpassing industry standards [2][3] Group 2: Performance and Growth Metrics - Huawei Cloud's overall computational capacity has increased by nearly 250% compared to the previous year, with the number of Ascend AI cloud service customers rising from 321 to 1714 [5] - The CloudMatrix384 super node can support training of large models, with the capability to connect 432 super nodes to form a 160,000-card AI cluster [2] - The deployment of over 40 CloudMatrix384 super nodes in Guizhou is part of a strategy to create a national computational network [5] Group 3: Market Position and Strategic Focus - Huawei Cloud ranks second in China's cloud service market with an 18% share, while Alibaba Cloud holds a 33% share [6] - The market demand is shifting from "cloud adoption" to "AI integration," prompting Huawei Cloud to streamline its operations and focus on maximizing the advantages of its Ascend AI and Pangu model combinations [6][7] - The organizational restructuring aims to concentrate resources on core areas that can leverage AI capabilities effectively [6][7]