其实"遥遥领先"这种话我讲得非常少，就是因为我们过去十几年我们管华为终端发布产品的，有时候在某一个领域，确实取得了非常大的领先的 时候，我可能会蹦出这样的词。华为经过制裁的 6 年多时间，我们可以说经历了非常艰难的时刻。我们一年的发货量，手机 2.4 亿台，2.5 亿 台，一个月发货量 2000 多万台，最少了。高的话，一个月 3000 多万台手机发货量。制裁之后，我们曾经跌落到了什么困难的程度？一年的话， 手机发货量才 2000 多万台手机，就不到过去一个月发货量。重返市场以后，大家给了我们很多信心，所以这个遥遥领先这个词被大家组合在一 起，成了这个热词。我们过去还没有经常去说遥遥领先这样的话，因为只有我们真正做到了，我们才能说。当然在做生态的领域，真的非常，非 常不容易，这次突破我觉得是一个真的发自内心的感激，因为我们突破 1000 万台是一个重大的里程碑，就生死线我们过了，那后面我们还要发 展得更好，所以这时候还有需要跟我们的这个应用开发合作伙伴一起攻坚。 IT之家注意到，余承东在对话中对于网友喜欢调侃的"遥遥领先""强得飞起"等词进行了回应，他表示： IT之家 8 月 16 日消息，在今日的央视财经《 ...

Investment Rating - The industry investment rating is maintained at "Overweight" [2][8] Core Insights - Huawei launched its first tablet featuring HarmonyOS 5.0, marking a significant expansion of the native Harmony ecosystem [4][6] - The new Huawei MatePad Pro 12.2-inch (2025 version) showcases a 30% increase in overall performance and a 20% improvement in operational smoothness compared to previous models without HarmonyOS [5][6] - The tablet is positioned as a high-end device for productivity and creativity, with multiple AI features and a comprehensive upgrade in hardware and software [6][7] Summary by Sections Industry Performance - The electronic industry has shown a recovery trend since 2025, with strong demand for AI infrastructure and hardware upgrades driven by advancements in AI technology [7][14] Product Launch - Huawei's MatePad Pro 12.2-inch (2025 version) is the first to come pre-installed with HarmonyOS 5.0, enhancing its software ecosystem and capabilities [4][6] - The tablet supports various AI functionalities, including intelligent split-screen and real-time handwriting adjustments, making it suitable for diverse use cases [5][6] Investment Opportunities - The report highlights investment opportunities in AI infrastructure and edge-side System on Chip (SoC) sectors, with specific companies recommended for attention, such as Cambricon, Chipone, and Aojie Technology [8][14]