Group 1: Core Insights - The company has outlined a comprehensive strategy for "computing power foundation and robotic expansion" since 2025, focusing on an all-stack intelligent layout [1] - The integration of computing infrastructure and robotics creates a unique competitive advantage, enabling a positive feedback loop between computing supply and intelligent applications [3] Group 2: Computing Power Infrastructure - The company has become a key player in domestic computing infrastructure, leveraging a full chain capability from "chips to hardware to platforms to services" [1] - Following the integration of Tongfang's computer business, the company has established a multi-brand matrix, including "Softcom Huafang" and "Mechanical Revolution" [1] - The AI PC shipment volume increased by 106% year-on-year, with a market share rising to 9%, securing the second position in the domestic market [1] Group 3: Robotics Development - The company launched its first humanoid robot, "Tianhe C1," which features 29 degrees of freedom and is equipped with a self-developed intelligent computing platform [2] - The company has established a robotics research institute that focuses on real-time operating systems and multi-modal algorithms, laying the groundwork for scene-based development [2] - Collaborations with partners like Beijing Institute of Technology Huahui are accelerating commercialization in various applications, including urban infrastructure inspection [2] Group 4: Future Outlook - The company plans to enhance investment in core technologies such as open-source HarmonyOS adaptation and embodied intelligence algorithms [3] - The "Cloud Motion·Digital Intelligence Alliance 2.0" initiative aims to integrate industry resources and promote deep penetration of computing and robotic solutions across sectors like government, manufacturing, and education [3]

Core Insights - The collaboration between Softcom Power and Huawei has achieved significant breakthroughs in two core areas: HarmonyOS ecosystem and server computing power, creating a model of "technology co-creation, product co-research, market co-expansion, and value sharing" to continuously release commercial value [1][5] HarmonyOS Ecosystem - Softcom Power has established a comprehensive layout as a core builder of Huawei's HarmonyOS ecosystem, signing the "HarmonyOS Connect Empowerment Support Service Agreement" in March 2025 to solidify its status as a certified ISV [1] - The SwanLinkOS, developed by Softcom Power, has become a benchmark for B-end digital infrastructure, enabling over 1,200 products to connect to HarmonyOS and achieving more than 700 certifications [2] - The "Cloud Motion Harmony Plan 2.0," launched in July 2025, aims to promote the integration of "Harmony + AI + Cloud" solutions across various sectors, including retail and education [2] Computing Power Foundation - The collaboration has achieved a full-stack breakthrough in server and AI computing power, developing hardware products like the A800I series Kunpeng servers and Ascend training and inference integrated machines [3] - The "Tianxuan 2.0" MaaS platform has integrated 432 super node clusters and serves over 200 clients, enhancing efficiency in finance and scientific research [3] - Industry solutions jointly released have significantly improved operational efficiencies, such as a 30-fold increase in detection efficiency for the petrochemical industry [3] Collaborative Upgrade - Following the acquisition of Tongfang Computer, Softcom Power has built a full-stack capability of "AI consulting + hardware manufacturing + software services," forming a tri-party collaboration with Huawei [5] - The "Cloud Motion Digital Intelligence Alliance 2.0" framework has led to the establishment of benchmark projects in smart cities and industrial interconnectivity [5] - Future plans include advancing the open-source HarmonyOS 5.0 adaptation and establishing a Huawei Cloud Intelligent Sales and Service Center in the Middle East to promote domestic digital solutions globally [5]