Group 1 - Huawei Developer Conference 2025 showcased several new technologies including HarmonyOS 6.0 developer version, HarmonyOS Intelligent Agent Framework (HMAF), Pangu Model 5.5, and CloudRobo platform, marking an upgrade in AI infrastructure in terms of computing power, algorithms, and application scenarios [1][2] - The development and integration of intelligent agents have become crucial for system and application developers to enhance AI capabilities, seize traffic entry points, and improve user experience [2][4] - The HarmonyOS Intelligent Agent Framework allows for seamless interaction with third-party applications, significantly lowering the technical barriers for AI application development [2][4] Group 2 - Intelligent cockpit is emerging as a new traffic entry point, especially with the increasing popularity of electric vehicles, where users spend more time in cars, creating opportunities for in-car services like food ordering [4][5] - Companies like McDonald's are exploring collaborations with Huawei to optimize in-car interaction experiences, recognizing the need for tailored functionalities for vehicle environments [5] - The integration of auditory interaction technologies is reshaping the in-car educational ecosystem, particularly for children's education, as seen with BabyBus's applications adapting to HarmonyOS [5][7] Group 3 - Huawei Cloud launched the CloudRobo platform, focusing on providing robust computing power and intelligence while leaving the physical robot development to partners [7][8] - The platform aims to address challenges in the industrial application of embodied intelligence, such as data training and task execution, by offering end-to-end capabilities [7][8] - The CloudRobo platform enables a significant increase in data acquisition efficiency, with 80% of training samples generated rather than collected, enhancing the training process for intelligent robots [8][9] Group 4 - Companies like Hualong Xunda and Yijiahe are collaborating with Huawei Cloud to enhance their industrial robotic capabilities, achieving significant improvements in production efficiency [9][11] - The integration of Huawei's Pangu Model with simulation platforms allows for rapid automation training and validation, drastically reducing downtime during product launches [9][11] - The application of intelligent robots in utility maintenance, such as those used by the State Grid, demonstrates the potential for increased safety and efficiency through cloud computing [11]

证券研究报告 2025 年 6 月 23 日 湘财证券研究所 | 1.《Marvell上调算力ASIC市场 | | | --- | --- | | 规模预期，算力ASIC需求强 | | | 劲》 | 2025.06.21 | | 2.《AMD推出旗舰新品MI350系 | | | 列，AI推理需求强劲增长》 | | | 2025.06.15 | | | 3.《博通公布二季报，XPU需求 | | | 强劲》 | 2025.06.08 | 行业评级：增持（维持） 近十二个月行业表现 % 1 个月 3 个月 12 个月 相对收益 0.24 -6.51 14.66 绝对收益 -1.08 -9.74 24.46 -20.00% 0.00% 20.00% 40.00% 60.00% 24-06 24-07 24-08 24-09 24-10 24-11 24-12 25-01 25-02 25-03 25-04 25-05 25-06 电子(申万) 沪深300 注：相对收益与沪深 300 相比 联系人：李杰 证书编号：S0500521070001 Tel：(8621) 50293520 Email：lijie5@xcsc. ...

Core Viewpoint - The focus on alpha investment opportunities is becoming increasingly important as of late June, with recommendations to accumulate leading companies in core sectors and to pay attention to marginal changes in specific sectors and stocks [2][3]. Group 1: Alpha Investment Opportunities - Continuous emphasis on accumulating leading companies in core sectors to exchange time for space [2]. - Attention should be directed towards sectors and stocks with significant expected differences and marginal changes [2]. Group 2: Industry Insights - The Huawei HDC2025 conference introduced the HarmonyOS 6.0 developer beta version and showcased the HarmonyOS PC operating system, along with the first batch of over 50 Harmony smart devices, indicating a maturing ecosystem that benefits related companies [2]. - The announcement of the cross-border payment link between the People's Bank of China and the Hong Kong Monetary Authority, set to launch on June 22, is expected to facilitate direct payments between the mainland and Hong Kong, reducing cross-border remittance costs [2].

新华财经北京6月11日电（胡晨曦） 6月11日，华为召开Pura 80系列及全场景新品发布会，正式发布 Pura 80系列手机。据介绍，Pura 80系列手机出厂搭载HarmonyOS 5.1操作系统，全新小艺再升级，新增 AI视觉识别能力。 华为Pura 80系列发布 11日，华为正式发布年度旗舰系列华为Pura 80系列（原名P系列），华为Pura 80 Pro售价 6499元起，华 为Pura 80 Pro+ 售价7999元起，华为Pura 80 Ultra售价9999元起。值得注意的是，标准版Pura 80将于7月 开售，暂未公布售价。 据了解，华为每年发布两款旗舰手机系列，P系列与Mate系列，前者主打外观和影像，Mate系列主打高 端商务，分别于每年3月、9月发布，2024年，华为P系列正式全面升级为Pura 系列，且延迟至2024年4 月发布。2025年，华为的Pura系列由原定3月推迟至如今6月举行。 华为Pura系列外观沿用过往明亮独特的设计风格，摄像头设计也沿用了Pura 70系列首次采用的三角形摄 像头时尚风向标设计，且继续强化影像能力，华为常务董事、终端BG董事长余承东在会上表示："P ...

据介绍，Pura 80系列手机出厂搭载HarmonyOS 5.1操作系统，全新小艺再升级，新增AI视觉识别能力。价格方 面，华为Pura 80 Pro售价 6499元起，华为Pura 80 Pro+ 售价7999元起。华为Pura 80 Ultra售价9999元起。 6月11日，华为召开Pura 80系列及全场景新品发布会，正式发布Pura 80系列手机。 "科技长跑拼的是长期的研发投入耐力！"华为常务董事、终端BG董事长余承东在主题演讲中表示，过去的一 年华为的研发投入接近1800亿元（1797亿元），其中，600亿元用在基础研究，1200亿元用在产品研发，华为 去年研发费用占营业收入超过20.8%，累计全球有效授权专利15万件。 在发布会之前，华为Pura 80已开启预约，截至6月11日下午发布会结束之前，华为商城上华为Pura 80 Pro和华 为Pura 80 Pro+预约数已达到28.4万。 华为又有新品发布。 6月11日，在发布会开始，华为常务董事、终端BG董事长余承东表示，科技长跑拼的是长期的研发投入耐力， 过去十年，华为累计研发投入12490亿元，刚刚过去的一年华为的研发投入接近1800亿元（ ...