Core Viewpoint - Midea has established a strategic partnership with Huawei to enhance its open ecosystem strategy, particularly focusing on the integration of "people-vehicle-home" connectivity, marking a significant development in the home ecosystem [1][3]. Group 1: Strategic Cooperation - The collaboration will focus on multiple key areas including enterprise management, AIGC, ICT infrastructure, green low-carbon initiatives, cloud services, product development, and internationalization [2]. - Midea aims to leverage Huawei's technology to accelerate the construction of its open ecosystem, particularly filling the gap of "automobiles" in the home ecosystem to counter Xiaomi's invasion in the traditional home appliance sector [3]. Group 2: AI and Smart Home Integration - The partnership will involve comprehensive cooperation in AI, with a focus on "technology empowerment + scenario implementation," establishing a special task force to tackle challenges in multi-modal AI algorithms, edge computing, and AI security [7]. - Midea and Huawei will work together to create integrated smart home solutions, enhancing product innovation and user experience through cross-brand device collaboration and scenario linkage [8]. Group 3: Broader Industry Impact - The cooperation will also encompass areas such as "people-vehicle-home" connectivity, digital energy temperature control products, and the digital transformation of medical imaging equipment [9]. - Midea's chairman emphasized the importance of connectivity and computing technology in their core layout of smart homes, smart factories, smart buildings, and smart hospitals, aiming to provide replicable "AI + industry" solutions for clients [9].

Core Viewpoint - Midea Group and Huawei have entered a new phase of strategic cooperation, focusing on technology collaboration and scenario innovation to build the Star Flash and Open Source Harmony ecosystem [2][4]. Group 1: Strategic Cooperation - The strategic cooperation aims to leverage both companies' strengths in technology and information communication, focusing on key areas such as enterprise management, AIGC (Artificial Intelligence Generated Content), ICT (Information and Communication Technology) infrastructure, green low-carbon initiatives, cloud business, product development, and internationalization [4]. - A special task force will be established to explore cutting-edge AI applications in smart homes and smart manufacturing, addressing challenges in multimodal AI algorithm optimization, edge computing technology, and AI security and privacy protection [4]. Group 2: Smart Home and Smart Factory Initiatives - In the smart home sector, Midea Group will collaborate with Huawei's HiSilicon and Open Source Harmony to create integrated smart home appliance solutions, enhancing product innovation and user experience [5]. - The partnership will deepen the collaboration on a fully connected smart home ecosystem, enabling cross-brand device coordination and scenario linkage, while also establishing standards for smart home interoperability [5]. Group 3: Broader Applications and Market Impact - The cooperation will also encompass interconnected solutions for "people," "vehicles," and "homes," digital energy temperature control products, and the digital transformation of medical imaging equipment [6]. - As of September 19, Midea Group's A-share price was 74.35 CNY per share, with a market capitalization of 571.2 billion CNY, reflecting a 0.83% increase [8].

Core Insights - Huawei plans to invest 150 billion RMB annually for ecosystem development over the next five years, along with 1500P of open-source community computing power and 15,000 personnel for ecosystem platform development and support [1][6] Group 1: Ecosystem Development - Huawei's industrial layout is deepening and expanding, moving from a focus on connectivity to include terminal and computing ecosystems, targeting not only ToB and ToC customers but also ToD developers [1] - The company emphasizes "four commitments": open-source openness, talent development, global cooperation, and strategic investment [1][6] Group 2: Open Source Initiatives - In the operating system domain, OpenHarmony has gathered over 9,200 community contributors, contributing 130 million lines of code and supporting over 1,300 software and hardware products [2] - Huawei has open-sourced its entire Kunpeng software series, including openEuler OS and openGauss database, enhancing its offerings in general computing [2] Group 3: AI and Computing Innovations - Huawei's Ascend software is fully open-sourced, with new open-source projects like CANN and Mind series being introduced, supporting mainstream open-source communities [2] - The company has developed low-density computing formats that significantly reduce memory usage and enhance matrix multiplication performance, which will be shared with the global computing alliance [3] Group 4: Talent Development - Huawei collaborates with global universities to develop over 3,000 courses and establish more than 3,000 ICT academies, training over 1.7 million talents [4] - The company has launched the "Basic Software Thousand Schools Initiative" to train 10,000 teachers and 1 million new software talents across 20+ countries [4] Group 5: Global Cooperation - Huawei is enhancing its cooperation with various open-source foundations and communities, providing end-to-end resources and support to empower global developers [6]