Core Viewpoint - Huawei is significantly enhancing its ecosystem strategy by investing in open-source technologies, talent development, and global collaboration, aiming to create a comprehensive platform that supports developers and fosters innovation in the intelligent era [4][5][12]. Group 1: Open-Source and Ecosystem Development - The release of OpenHarmony 6.0 supports various devices and has attracted over 9,200 contributors, contributing more than 130 million lines of code [3][7]. - Huawei plans to invest 15 billion RMB annually over the next five years to support ecosystem development and engage 15,000 people in platform development [4][5]. - The company emphasizes the importance of open-source projects like OpenHarmony, openEuler, and openGauss, which have rapidly evolved and become key components of Huawei's ecosystem [12][15]. Group 2: AI and Computing Platforms - Huawei announced the "Tian Gong Plan," committing 1 billion RMB to support AI ecosystem innovation, aiming to incubate over 10,000 AI-native services and 5,000 intelligent agents [8]. - The Kunpeng and Ascend platforms provide essential computing capabilities, with significant upgrades planned for both, enhancing performance and efficiency in various industries [8][9]. - Huawei's cloud services have seen a growth of approximately 2 million developers in the past year, totaling 8.5 million, positioning the cloud as a critical bridge for developers [9][10]. Group 3: Talent and Global Collaboration - Huawei is launching the "Basic Software Thousand Schools Initiative," targeting over 2,000 universities globally to train 1 million new software talents [14]. - The company actively collaborates with international open-source foundations and standard organizations to enhance its global influence and provide a stable environment for partners [14][15]. - Huawei's strategy focuses on creating a "global developer community," which serves as a platform for technology exchange and innovation, aiming to lower barriers for developers [15].

Core Insights - Huawei's revenue for the first half of the year reached 427 billion yuan, a year-on-year increase of 3.94%, while net profit was 37.1 billion yuan, a decline of 32.05% [1] - The decline in net profit is attributed to the high base from the previous year, where net profit was exceptionally high at 55.1 billion yuan, and historical comparisons show that current net profit is within a normal fluctuation range [1][2] - Huawei's R&D expenditure for the first half of the year was 97 billion yuan, a year-on-year increase of 9.1%, accounting for 22.7% of revenue, indicating a strong commitment to innovation [2][4] Business Challenges - The capital expenditure of the three major telecom operators totaled 112.8 billion yuan, reflecting a decline of over 16%, indicating that the peak period of 5G construction has passed, which may pressure Huawei's traditional operator business [3] - Despite a strong recovery in the smartphone market, Huawei's device sales are facing fierce competition, leading to a slight decline in shipment volumes [3][4] - The ongoing development of the HarmonyOS ecosystem is still in its growth phase, presenting additional challenges for Huawei [3] Strategic Focus - Huawei's leadership emphasizes the importance of long-term strategies and investments in core technologies to navigate current challenges and seize future opportunities, particularly in artificial intelligence [3][5] - The company aims to build a robust ecosystem with over 6.65 million developers and more than 8,500 partners, indicating a focus on collaboration and open innovation [4] - Huawei is committed to enhancing its product core competitiveness and delivering better products and services to customers without being driven by short-term market fluctuations [5]