一周人物（2025年8月18日-24日） "鸿蒙5.0设备激活量已突破1000万台,这标志着鸿 蒙生态已经度过了最危险的生死线。" 华为常务董事、终端BG董事长余承东 "MR是未来家庭机器人的'眼睛和大脑',成为连接 物理世界与数字世界、并最终让智能机器人走进千 家万户的关键桥梁。" -vivo执行副总裁、首席运营官胡柏山 "全球正处于'具身智能大爆发的前夜',2025年具 "我们现在面对的是一个新时代,所以需要新模式。 房地产发展的新模式,就是均衡发展的模式。" -- 中国社科院研究生院城乡建设经济系教授陈淮 "潮玩内核不是盲盒或搪胶形态,未来自有IP是品牌 资产和商业资产,能实现产品差异化。" -- 名创优品集团CMO(首席营销官)刘晓彬 动点 · 徕芬回应创始人与前员工互怼, 身智能机器人将迎来商用发展的拐点!" 智元机器人董事长邓泰华 评测争议牵出高价分手费与纠纷 · A股天价离婚案落幕, 丽人丽妆实控人前妻分走价值1.7亿元股票 ·中建四局换帅:周圣接棒董事长, 成为中建系最年轻"一把手" ·成都两大银行互换"掌门人" · 湛江农商行新董事长上任, 去年来董事长、行长、副行长均换新 · 光大证券首席 ...

Core Viewpoint - The performance of the Xinchang ETF Fund (562030) is stable, with a 1.1% increase in early trading, reflecting positive market sentiment towards the software development industry and its key stocks [1] Group 1: Fund Performance - The Xinchang ETF Fund (562030) passively tracks the CSI Xinchang Index (931247), which rose by 1.53% on the same day [1] - Key stocks in the fund include Hengsheng Electronics, Zhongke Shuguang, and Haiguang Information, with significant daily increases of 2.94%, 0.6%, and 1.65% respectively [2][1] - Notably, Tianrongxin reached the daily limit increase, while Ruantong Power showed a slight decline of 0.25% [1][2] Group 2: Industry Trends - The software development industry is experiencing a divergence, with AI technology deeply penetrating workflows, leading to a significant reduction in input-output costs and accelerating commercialization in production [3] - The demand for real-time intelligent data services is high, with 75.32% of enterprises prioritizing this need, while 58.86% expect mature AI application scenarios [3] - China's software spending growth rate is higher than the global average, indicating a recovery phase in the industry [3] Group 3: Market Dynamics - The Xinchang industry is transitioning from policy-driven to a dual-driven approach of policy and market, with significant growth expected in the market size, projected to exceed 2.6 trillion yuan by 2026 [4] - The capital expenditure of major US tech firms reached a new high, growing by 77% year-on-year, driven by AI business growth [4] - The domestic software sector is witnessing a rebound, with a growth rate of 13.8% in basic software over the past four months [4] Group 4: Investment Logic - The Xinchang ETF Fund focuses on the self-controllable information technology sector, which is supported by national security and industry safety needs [6] - The government procurement for Xinchang is expected to recover, aided by increased local debt efforts [6] - The advancement of new technologies by domestic manufacturers, exemplified by Huawei, is anticipated to boost market share in the domestic software and hardware sectors [6]

Market Overview - Technology stocks impacted US markets, with the Nasdaq falling over 1%, marking its second-largest drop since April due to tariff impacts. The S&P 500 declined by 0.59%, while the Dow Jones increased by 0.02% [1] - Nvidia experienced a 3.5% drop, its largest single-day decline in nearly four months. Palantir fell over 9% for five consecutive days, while Intel rebounded by 7%. The Nasdaq Golden Dragon China Index preliminarily dropped by 0.9% [2] Economic Indicators - US Treasury yields reversed a three-day increase, with the ten-year yield retreating from a two-week high [3] - The US dollar index moved away from a two-week low, while the implied volatility of the Chinese yuan fell to a 17-month low [4] Commodity Markets - Oil prices fell over 1%, with US crude reaching a two-month low and Brent crude nearing a two-month low. Gold prices also declined, hitting a new low in over two weeks [5] Industry Developments - OpenAI launched a low-cost ChatGPT subscription in India, priced under $5 per month [6] - Elon Musk's Memphis supercomputer cluster is powered by over 200 Megapack energy storage systems, with a total investment expected to reach $40 billion [7] Domestic Policy and Industry Support - The Guangdong Provincial Government issued policies to promote high-quality development in commercial aerospace from 2025 to 2028, encouraging satellite internet services and supporting enterprises in satellite constellation investments [8][10] - The report from the securities firm pointed out that the recent surge in Cambricon's stock price indicates a potential overheating in the market, with a price-to-sales ratio reaching hundreds of times, reflecting a sentiment premium rather than traditional financial metrics [9] Technology Sector Updates - Apple’s iPhone 17 has entered mass production, with Foxconn ramping up hiring at its Zhengzhou plant. The supply chain is reportedly preparing over 90 million units [11] - Huawei's HarmonyOS has surpassed 10 million terminal devices, marking a significant milestone in its ecosystem development [12] Financial Performance - Companies like Zhongjing Electronics reported a net profit of 18.29 million yuan in the first half of the year, benefiting from AI technology and electric vehicle trends [16] - Dazhu CNC's net profit increased by 83.82% year-on-year to 263 million yuan, driven by demand in automotive electronics and advanced packaging solutions [16] New Stock Offerings - Hongyuan Co., a manufacturer of electromagnetic wires for high-voltage transformers, is set to launch an IPO at a price of 9.17 yuan per share on the Beijing Stock Exchange [14]

Group 1: Meta's AI Glasses - Meta is set to release its first smart glasses with a display, named Hypernova, priced starting at $800, which is lower than the previously expected price of over $1000 [1] - The glasses feature a small monocular heads-up display (HUD) and a sEMG neural wristband for gesture control [1] - The glasses can display time, weather, notifications, and provide navigation and real-time subtitle translation, weighing approximately 70 grams [1] Group 2: AI Gaming Companion - "Doudou AI" is an AI product focused on gaming companionship, equipped with a vast gaming knowledge base and the ability to read game screens in real-time [2] - The platform offers a variety of character choices, including original characters and well-known content creators, supporting long-term memory and contextual understanding [2] - The subscription model allows unlimited call duration and long-term memory, currently supporting games like "Black Myth: Wukong," "Genshin Impact," and "Stardew Valley" [2] Group 3: AI Game by Cai Haoyu - Cai Haoyu's AI game "Whisper from the Stars" has launched at a price of 27 yuan, allowing players to interact with the AI character Stella in English [3] - The game progresses through dialogue, where players assist Stella, a astrophysics student, in overcoming challenges during her interstellar research [3] - The AI shows good response capabilities and long-term memory, but the gameplay can become slow and lacks clear objectives as it progresses [3] Group 4: AI Models from Multiverse Computing - Spanish company Multiverse Computing has released two compact high-performance AI models: "Super Fly" (94 million parameters) and "Chicken Brain" (3.2 billion parameters), utilizing quantum compression technology [4] - These micro-models can run locally on smartphones, smartwatches, and IoT devices, enabling offline functionality, enhancing privacy, and reducing latency and operational costs [4] - The company, founded by physicist Roman Orus, has developed a model compression technology called CompactifAI and has secured €189 million in funding [4] Group 5: GenFlow 2.0 by Baidu - Baidu Wenku and Baidu Wangpan have launched GenFlow 2.0, the world's first universal intelligent agent that can work with over 100 expert agents simultaneously [5][6] - The system autonomously identifies simple dialogues and complex tasks, completing multiple tasks in parallel within minutes, with a generation speed ten times faster than mainstream products [5][6] Group 6: World Humanoid Robot Games - The first World Humanoid Robot Games concluded in Beijing, featuring 280 teams and over 500 humanoid robots from 16 countries, competing in events like athletics, soccer, martial arts, and scenario challenges [7] - The Yushu Technology H1 robot won championships in the 1500m, 400m, and 4x100m relay, while the Beijing Tiangong team's "Embodied Tiangong Ultra" robot achieved a 21.5-second record in the 100m [7] - The event included innovative scenario competitions to test robots' practical application capabilities in various industries, with the next event scheduled for August 2026 in Beijing [7] Group 7: Huawei's HarmonyOS - Huawei's executive director Yu Chengdong announced that HarmonyOS 5.0 devices have surpassed 10 million units, claiming it has crossed a "survival line" [8] - In response to "Android shell" criticisms, he stated that all applications for HarmonyOS 5.0 and beyond are newly developed, with plans to align functionality with iOS and Android by the end of September [8] - Yu anticipates that HarmonyOS will compete globally, predicting a future where the operating system landscape is divided among three major players, including HarmonyOS [8] Group 8: Hinton's AI Control Warning - AI pioneer Hinton warned at the Ai4 2025 conference that AGI could emerge within years, suggesting that human attempts to control AI will ultimately fail [9] - He proposed that AI will soon evolve self-preservation and control-seeking goals, advocating for the establishment of a "maternal instinct" in AI to ensure it cares for humanity [9] - In contrast, Li Feifei called for a "human-centered AI" approach, emphasizing the importance of maintaining human dignity and autonomy, viewing AI merely as a tool [9] Group 9: Principles for Designers in the AI Era - Outstanding designers should focus on creation rather than just illustration, turning blueprints into reality [10] - Essential skills for adapting to the AI era include agile iteration, building rather than piling up, and understanding technological trends [10] - Human empathy remains a timeless advantage, as top designers infuse human warmth into cold algorithms to create truly engaging experiences [10] Group 10: Nvidia's Research on Small Models - Nvidia's latest research indicates that small models may outperform large models in agent tasks, achieving lower resource consumption and greater flexibility [11] - Small models can reduce inference costs by 10-30 times through GPU resource optimization and task-specific deployment [11] - While small models can quickly adapt to new demands and are easier to deploy in edge computing, they still face challenges such as infrastructure compatibility and low market recognition [11]

Core Viewpoint - Huawei's HarmonyOS 5.0 has surpassed 10 million device activations, marking a significant milestone in the development of China's domestic operating system ecosystem, indicating it has crossed a critical survival threshold [1][4][8] Group 1: Development and Investment - The achievement of over 10 million activations is the result of six years of investment amounting to hundreds of billions of yuan and the efforts of over 10,000 researchers [4][9] - HarmonyOS has undergone a "triple reconstruction" in its technology, achieving a 40% efficiency improvement, reducing cross-device latency to below 5 milliseconds, and obtaining CC EAL5+ international security certification [5][6] - Huawei's annual investment in HarmonyOS development is substantial, with a focus on attracting top talent and incentivizing developers through programs like the "Star Plan" [9][10] Group 2: Ecosystem and Market Position - The real challenge for HarmonyOS lies in building a robust application ecosystem, as evidenced by the failures of other operating systems like Microsoft Windows Phone and Samsung Tizen due to lack of support [6][11] - As of now, the top 20 applications on HarmonyOS have over 2 million downloads, and there are more than 20,000 native applications and services available [6][10] - HarmonyOS has achieved a market share of 19% in China, surpassing iOS and becoming the second-largest operating system [11] Group 3: Future Prospects and Strategic Importance - The success of HarmonyOS is not just about survival but about thriving in the next decade, with its ability to create a unified language for devices in the Internet of Things era [9][11] - Huawei aims for HarmonyOS to achieve parity with Android and iOS ecosystems by the end of the year, leveraging its advantage of "one-time development, multi-end deployment" [11]

Domestic News - Hunan Car Network Interactive Service Platform has officially launched, enabling large-scale applications of vehicle-grid interaction, allowing electric vehicles to charge during off-peak hours and also send electricity back to the grid, transforming them from "power-consuming tools" to "mobile power banks" [2] - The first urban drone medical delivery route in Northwest China has been launched, operated by Shaanxi Logistics Group and the Baqiao District government, utilizing high-load rotary drones with a maximum capacity of 30 kilograms [3] International News - Tesla is recruiting test drivers in New York City to operate vehicles equipped with its "autonomous driving system," focusing on long-duration driving for data collection related to autonomous driving testing [4] Corporate News - Cadillac has appointed Dominic Najafi as the new global design executive director, who has extensive experience in luxury automotive design, previously working at Jaguar Land Rover and Bentley [5] - VinFast has partnered with European EV charging service provider Plugsurfing, allowing its users to access over 1 million public charging stations across 24 European countries through the VinFast app, enhancing charging convenience [6] - The South African automotive industry is facing significant challenges, with 12 companies shutting down and over 4,000 jobs lost due to low domestic sales and high imports [7] - Huawei's HarmonyOS 5.0 has surpassed 10 million devices, with significant investment in developer support, marking a critical milestone for the ecosystem [8] - Lantu CEO has proposed that electric vehicle users voluntarily vacate charging spots after reaching 80% charge to improve charging efficiency at highway service areas [9] - BYD's car sales in India have exceeded 3,000 units as of early August, surpassing its total sales for the entire year of 2024 [10] - Dongfeng Motor has launched the M817, the first all-stack intelligent off-road vehicle equipped with Huawei's technology, with two models priced at 319,900 and 349,900 yuan [11] - Li Auto has introduced a self-driving travel guarantee plan covering major routes, including the Sichuan-Tibet route, providing comprehensive support for users until October 31, 2025 [12]

Group 1 - The People's Bank of China is implementing a moderately loose monetary policy [1] - The central bank emphasizes the consistency of macro policy orientation, focusing on stabilizing employment, enterprises, markets, and expectations [1] - In the first half of the year, Dongfang Caifu reported a net profit of 5.567 billion yuan, a year-on-year increase of 37.27% [1][1] Group 2 - Inflows from southbound funds into Hong Kong stocks reached a historical high of 35.876 billion HKD, with increased positions in Alibaba, Tencent, and Meituan [1] - The company Zhonghe Technology plans to invest no more than 717 million yuan to build a global headquarters and R&D center in Binjiang [1] - Baiguoyuan Group (02411.HK) expects a revenue decrease of no more than 25% in the first half of the year [1]

他透露，华为的老手机也做了计划，华为存量几个亿用户会陆陆续续开放升级到鸿蒙5.0，升级之后会 更流畅。 新浪科技讯 8月16日晚间消息，在今日的央视财经《对话》栏目上，华为常务董事、终端BG董事长余 承东与主持人陈伟鸿就鸿蒙操作系统的发展进行对话。 对于用户提出的鸿蒙应用适配问题、性能问题，余承东表示，App刚出来可能会有这些问题，迭代之后 都得到了解决。很多功能陆陆续续都有了，比如微信共享位置很快就会上线。 责任编辑：张恒星 视频丨鸿蒙5设备数突破千万，余承东如何回应外界的质疑？ ...

6月20日，华为开发者大会2025上，华为常务董事、终端BG董事长余承东指出，已有40多款华为终端产 品搭载鸿蒙5.0(纯血鸿蒙)，华为全场景新品全面进入鸿蒙时代。（全天候科技） ...