Core Insights - The 2025 China Mobile Global Partner Conference highlights Huawei's focus on creating a smart ecosystem through its HarmonyOS, emphasizing the integration of various devices for a seamless user experience [1][14] - Huawei's exhibition showcases significant advancements in smart office solutions, health management, and vehicle connectivity, demonstrating the capabilities of its HarmonyOS in enhancing productivity and user interaction [3][14] Smart Office Solutions - The collaboration between HUAWEI Mate XTs and MateBook Fold showcases the seamless connectivity enabled by HarmonyOS, allowing users to transition between devices effortlessly for tasks like document editing and email management [2][5] - The demonstration of multi-device collaboration illustrates a new paradigm in office efficiency, significantly reducing the cost of switching between devices [5] Health Management - The HUAWEI Watch GT 6 series exemplifies the integration of wearable technology with mobile devices, providing real-time health data synchronization and personalized reports through HarmonyOS [6][8] - The health management system creates a closed-loop experience, where data flows securely between devices, enhancing user safety and health monitoring [8] Vehicle Connectivity - The HarmonyOS-powered vehicle systems, such as those in the HUAWEI Enjoy S9T and Zhijie R7, facilitate a comprehensive connection between users, vehicles, and home devices, enhancing the overall user experience [9] - Features like automatic navigation transfer and real-time health monitoring during driving highlight the advanced capabilities of Huawei's ecosystem in ensuring user safety and convenience [9] Ecosystem Development - Huawei's HarmonyOS has achieved compatibility with over 7,700 products, showcasing its rapid growth and integration across various industries, including finance, education, and consumer electronics [11] - The open-source nature of HarmonyOS has led to the development of over 1,300 hardware and software products, indicating a robust and expanding ecosystem [11]

7月29日，我国首条拥有完全自主知识产权的反谐振空芯光纤在粤港澳大湾区率先商用，并在深港两地 落地。 作为光通信领域的颠覆性技术，反谐振空芯光纤专线将跨境双向时延压缩至1毫秒，光纤损耗实测值更 是创下全球商用光纤最低纪录。整条链路从光纤结构、制备工艺到系统设备实现了全国产化闭环，具备 完全自主知识产权。 这标志着我国在下一代光通信核心技术领域，已实现从实验室原型到商业化产品的跨越。 习近平总书记指出，"建设网络强国，要有自己的技术，有过硬的技术"。这对科技支撑网络强国建设提 出了明确要求。 "十四五"规划提出，迎接数字时代，激活数据要素潜能，推进网络强国建设。 5年来，我国从网络大国阔步迈向网络强国，网络基础设施全球领先，关键核心技术加速突破，融合应 用赋能效应日益凸显。网络强国的宏伟蓝图，正逐步从愿景变为现实。 基础设施升级，夯实发展底座 今年3月，我国在国际上首次实现量子微纳卫星与小型化、可移动地面站之间的实时星地量子密钥分 发。这是我国首次实现上万公里星地量子通信，为实用化卫星量子通信组网铺平了道路。 随着量子卫星及地面站低成本、小型化、密钥分发与提取技术持续突破，以及地面光纤量子保密通信网 络建设，我 ...

对音乐的高品质追求，是音乐平台亘古不变的议题。也由此衍生出了华为音乐高品质内容汇聚的"音乐厅"板块、与合作伙伴共创的垂类优质内容等等。这 场博览会也全方位阐述，在数字内容品质升级的当下，华为音乐究竟如何用科技力改写人们的音乐消费。 华为音乐全方位解析"好声音"密码 走进近期在厦门举办的2025中国数字音乐产业大会的华为音乐展区，一个巨型翅膀装置吸引了不少人驻足，这正是许嵩《呼吸之野》演唱会舞台原版翅 膀。前来打卡的人中，不少是特意从外岛赶来，他们颇为感叹的表示，"呼吸之野结束了，但美好的点滴还留在心间"。 华为音乐除了与伙伴联合打造不同主题音乐展，其占地面积超500平方米的沉浸式展区还高度浓缩了鸿蒙的全场景科技，尊界S800、华为智慧屏MateTV搭 配悦彰家庭影院、降噪耳机FreeBuds7i、Mate XTs非凡大师三折叠手机等超潮酷新品列队上阵，让人们用不同姿势解锁鸿蒙的音律之旅，当音乐遇到鸿 蒙，好声音真的可以"全场景随行"。 把翅膀搬来的，正是华为音乐与其合作伙伴太合音乐。 高品质的音乐，一直是人们调节情绪、纾解内心世界的重要媒介，华为音乐的AI技术创新正在刷新听歌体验，把美好随时呈递给人们。 在中 ...

音乐仍旧是直抵人心的关键， 科技的加持将让这股力量更为铿锵。 走进近期在厦门举办的2025中国数字音乐产业大会的华为音乐展区，一个巨型翅膀装置吸引了不少人驻足，这正是许嵩《呼吸之野》演唱会舞台原版翅膀。 前来打卡的人中，不少是特意从外岛赶来，他们颇为感叹的表示，"呼吸之野结束了，但美好的点滴还留在心间"。 把翅膀搬来的，正是华为音乐与其合作伙伴太合音乐。 华为音乐除了与伙伴联合打造不同主题音乐展，其占地面积超500平方米的沉浸式展区还高度浓缩了鸿蒙的全场景科技，尊界S800、华为智慧屏MateTV搭 配悦彰家庭影院、降噪耳机FreeBuds7i、Mate XTs非凡大师三折叠手机等超潮酷新品列队上阵，让人们用不同姿势解锁鸿蒙的音律之旅，当音乐遇到鸿蒙， 好声音真的可以"全场景随行"。 实际上，这是一个庞大的系统性工程。 首先，要通过科技力确保好音乐的诞生与传递，华为音乐音频技术专家在同期举办的数字音乐产业技术创新应用项目专场推介会上，将背后的技术内核剖 析，首次详解了华为音乐超高清音频与空间音频黑科技的技术密码。 对于音乐爱好者而言，音质是追求的核心。这也让各大音乐平台掀起了一场音质革命之战，到今天，打开各大 ...

此外，华为终端宣布，将在30日启动"鸿蒙有礼特别版"专属权益，覆盖吃喝玩乐等多个领域。根据官方 公布的最新数据，截至目前，搭载鸿蒙5生态内已上架的应用和元服务超3万款，9000余个应用深度参与 70余种系统级创新功能联合研发。 2023年9月鸿蒙应用全面启动开发，标志着国产操作系统生态建设进入实质阶段。根据市场调研机构 CounterPoint 数据显示，在中国市场，鸿蒙系统已超越苹果 iOS，份额达到17%。 "过去的鸿蒙1.0到4.0版本是双框架体系，同时支持鸿蒙和安卓应用，而鸿蒙5.0则完全基于自研内核， 所有应用均为重新开发迁移，这一转变使鸿蒙真正摆脱了对安卓生态的依赖，实现了操作系统层面的自 主可控。"余承东曾透露，鸿蒙研发六年以来，每年投入超过一万名研发人员，累计研发费用达数百 亿，代码量已达1.3亿行。 具体场景中，今年高频应用的优化明显开始提速。华为称，鸿蒙版微信公测尝鲜版已上线"共享实时位 置"功能迭代，目前功能已覆盖基础通讯、支付、小程序等全场景。而在本地生活和出行领域，抖音鸿 蒙版近期上线"同城与团购"双功能模块，高德地图鸿蒙版接入TrafficVLM交通大模型，大众点评则完成 境外服务 ...

此外，华为终端宣布，将在30日启动"鸿蒙有礼特别版"专属权益，覆盖吃喝玩乐等多个领域。根据官方 公布的最新数据，截至目前，搭载鸿蒙5生态内已上架的应用和元服务超3万款，9000余个应用深度参与 70余种系统级创新功能联合研发。 2023年9月鸿蒙应用全面启动开发，标志着国产操作系统生态建设进入实质阶段。根据市场调研机构 CounterPoint 数据显示，在中国市场，鸿蒙系统已超越苹果 iOS，份额达到17%。 "过去的鸿蒙1.0到4.0版本是双框架体系，同时支持鸿蒙和安卓应用，而鸿蒙5.0则完全基于自研内核， 所有应用均为重新开发迁移，这一转变使鸿蒙真正摆脱了对安卓生态的依赖，实现了操作系统层面的自 主可控。"余承东曾透露，鸿蒙研发六年以来，每年投入超过一万名研发人员，累计研发费用达数百 亿，代码量已达1.3亿行。 具体场景中，今年高频应用的优化明显开始提速。华为称，鸿蒙版微信公测尝鲜版已上线"共享实时位 置"功能迭代，目前功能已覆盖基础通讯、支付、小程序等全场景。而在本地生活和出行领域，抖音鸿 蒙版近期上线"同城与团购"双功能模块，高德地图鸿蒙版接入TrafficVLM交通大模型，大众点评则完成 境外服务 ...

东方升，西方落！这几乎是全世界都达成的共识，但也是美国不愿看到的情况。为了阻止中国的崛起，美国对东方实施了一系列的霸权打压，芯片战、科技 战、关税战、冷战、热战等等，只要中国在某个领域有冒尖的势头，必定会遭到美西方的"紧盯"。 事实上，中美芯片博弈开启后，就有不少商业巨鳄站出来规劝美国。明眼人都知道，这种霸权打压，就是伤敌八百自损一千的无效攻击，一旦时间线拉长 了，最终被毁的可能是自己。于是乎，比尔盖茨就曾发出警告——美封锁必定会点燃中国半导体的创新之火，美半导体产业反而会遭到更大的冲击。 但恰恰正是因为美芯封锁，让我们及时意识到了这一高风险。尽管美芯的限制出口和各种封锁，对中国科技产业产生了一定的冲击和影响，但这只是短期 的。从长远来看，美封锁之王，反而催化了中国加速编织自强之网，利大于弊。 果不其然，比尔盖茨一语中的，正如他所说的一样，中国半导体产业，尤其在AI领域，正在"全速前进"。就连AI芯片领域的霸主英伟达都忍不住感叹，中美 之间的差距越来越小了！ 实话实说，论创新能力，中国一点也不含糊，甚至在很多前沿科技领域，都已经超越了欧美。在过去几十年时间里，中国科技产业所遇到的技术壁垒数不胜 数，之所以能够 ...

Core Insights - The article emphasizes the importance of viewing companies as living entities within an ecosystem, particularly in the context of the accelerating artificial intelligence (AI) era, which necessitates industry collaboration and sustainable development to unlock AI's full potential [1][3] - Huawei is committing to invest 15 billion RMB annually over the next five years to develop its ecosystem, providing 1.5 million PetaFLOPS of computing power to global open-source communities and mobilizing 15,000 people for ecosystem platform development [1][2] Huawei's Ecosystem Strategy - Huawei's ecosystem strategy is evolving from a focus on connectivity to a deeper engagement with terminal and computing industries, expanding its service offerings to developers [2][4] - The company has established a significant presence in the open-source community with projects like OpenHarmony, openEuler, and openGauss, and is actively collaborating with global universities to cultivate future developer talent [2][4][10] Technological Foundations - Key components of Huawei's ecosystem include the HarmonyOS, Kunpeng computing platform, Ascend AI platform, and Huawei Cloud, which together form a comprehensive technological foundation from terminal to cloud [4][5] - The HarmonyOS community has grown to over 9,200 contributors, with more than 1300 hardware products passing compatibility tests, demonstrating significant growth in application ecosystems [5][6] AI and Cloud Services - Huawei has launched the "Tian Gong Plan," investing 1 billion RMB to support AI ecosystem innovation, aiming to incubate over 10,000 AI-native services and 5,000 intelligent agents [5][6] - Huawei Cloud is positioned as a key bridge connecting developers with computing resources, with a developer base that has grown to 8.5 million, emphasizing its role as an incubator for developer ecosystems [6][7] Open Source and Talent Development - The company is committed to open-source principles and talent development, launching initiatives like the "Basic Software Thousand Schools Action" to train 1 million new software talents globally [10][11] - Huawei's open-source projects not only lower development barriers but also foster a collaborative environment for global developers to innovate [10][11] Global Developer Community - Huawei is building a "global developer community" that transcends traditional business models, serving as a platform for technology exchange and the incubation of new applications and standards [12] - The company's strategy aims to position it as a platform enterprise in the global intelligent industry, leveraging open-source and talent development to prepare for the next wave of AI innovation [12]

Group 1: Core Insights - The software industry in China is identified as a significant shortcoming, necessitating urgent development and investment to enhance its capabilities [1][6][18] - The U.S. dominates the system software industry, holding 96% of the global market capitalization and 99% of profits, while China's presence is minimal with only 1.4% of the global strength coefficient [2][3][4] - In the application software sector, the U.S. also leads with a 67% market share, while China's strength coefficient is only 2.5%, indicating a substantial gap in competitiveness [8][9][10] Group 2: Financial Metrics - The global system software industry comprises 288 listed companies with a total market capitalization of $4,242.5 billion and total profits of $109.9 billion, while China's system software companies have a market cap of $68.3 billion and a loss of $0.42 billion [2][4] - The application software industry has 1,172 listed companies globally, with a total market cap of $2,634.8 billion and profits of $21.8 billion, whereas China's application software sector is in a loss position of $4.17 billion [8][9][10] - Overall, the combined software industry has 1,460 listed companies with a total market cap of $68,774 billion, but China's software industry is significantly underperforming with a total loss of $4.6 billion [11][12] Group 3: R&D Investment - Global R&D investment in system software is $56.3 billion, with the U.S. contributing $51.9 billion, while China's investment is only $2.4 billion, highlighting a 21.6 times disparity [3][10] - In the application software sector, the U.S. invests $41.2 billion in R&D, compared to China's $7 billion, indicating a 5.9 times difference [10][11] - The R&D intensity in China for system software is 24%, while for application software it is 14%, but both are significantly lower than the U.S. levels [3][10] Group 4: Market Position and Competitiveness - The leading company in China's system software is Kingsoft, ranked 17th globally, while the top application software company is Baosight Software, ranked 29th, indicating a lack of world-class companies in China [4][9] - The disparity in market capitalization is stark, with Microsoft's market cap being 192 times that of Kingsoft, and its revenue 381 times greater [15][18] - The need for mergers and acquisitions is emphasized as a strategy for Chinese software companies to accelerate growth and competitiveness, similar to the practices of leading U.S. firms [15][16]

Key Points Summary Core Insights - The report highlights the ongoing recovery in various sectors, particularly in the automotive and semiconductor industries, driven by supportive government policies and increasing consumer demand [5][19][33]. Domestic Market Performance - The A-share market has shown a wide fluctuation, with the Shanghai Composite Index closing at 3,821.83, down 0.18%, and the Shenzhen Component Index at 13,119.82, down 0.29% [3]. - The average P/E ratios for the Shanghai Composite and ChiNext are 15.61 and 49.58, respectively, indicating a suitable environment for medium to long-term investments [9][13]. Economic Indicators - In August, the national industrial added value increased by 5.2% year-on-year, while retail sales rose by 3.4% [10][11]. - The fixed asset investment saw a slight increase of 0.5%, but real estate development investment dropped by 12.9% [10]. Industry Analysis - The automotive industry is experiencing a resurgence, with production and sales in August reaching 2.81 million and 2.86 million units, respectively, marking year-on-year increases of 12.96% and 16.44% [17][18]. - The semiconductor sector has shown robust growth, with the industry revenue for Q2 2025 reaching 188.43 billion yuan, a year-on-year increase of 13.87% [33]. Investment Recommendations - The report maintains a "stronger than the market" rating for the automotive sector, emphasizing the positive impact of government policies and the ongoing transition to electric vehicles [19][32]. - For the semiconductor industry, the report suggests focusing on domestic AI computing chip manufacturers, which are expected to gain market share due to increasing demand and supportive policies [36][37]. Sector-Specific Developments - The communication industry index outperformed the broader market, with an increase of 33.78% in August, driven by growth in 5G services and digital transformation initiatives [26][29]. - The lithium battery sector is also highlighted, with a significant year-on-year sales increase of 26.82% in August, supported by favorable policies and improved product competitiveness [32][20].