图片来源：每经媒资库（资料图） 每经编辑｜段炼 马年开工首日，华为董事长梁华在2026广东省高质量发展大会上发表讲话时透露，2025年华为公司销售收入超过8800亿元人民币。 梁华表示，2025年，公司持续做强核心竞争力，战略聚焦；坚持走高质量发展道路，以质取胜；努力为全球客户提供有竞争力的产品和服务，公司整体经 营稳健。 梁华透露，目前，鸿蒙生态正在从可用走向好用，搭载HarmonyOS 5和HarmonyOS 6的终端设备数突破4000万，可获取的原生应用和云服务超过7.5万个， 在金融、电力、能源、交通、通信等行业也得到广泛的应用。另外，目前已有43个业界主流大模型基于昇腾预训练，200多个开源模型适配昇腾生态，推 动6000多个解决方案落地应用。 据第一财经报道，在去年年底，有消息称华为在内部披露具体数据为8809亿元人民币，同比增长2.2%。值得注意的是，该数据为未经审计数据，在每年 的4月，华为将对外披露正式数据。 （免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。） 编辑|段炼 杜波 校对|许绍航 每日经济新闻综合自证券时报、第一财经 ...

| 表格 | | | | | | --- | --- | --- | --- | --- | | 年份 | 销售收入 | 同比 | 净利润 | 营业利润 | | 2019 | 8,588 | | 627 | 778 | | 2020 | 8,914 | +3.8% | 646 | 725 | | 2021 | 6,368 | -28.6% | 1,137 | 422 | | 2022 | 6,423 | +0.9% | રૂટર | 1,044 | | 2023 | 7,042 | +9.6% | 870 | 1,044 | | 2024 | 8,621 | +22.4% | ୧೭୧ | 794 | 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 梁华表示，2025年华为整体经营稳健，公司持续做强核心竞争力，战略聚焦；坚持走高质量发展道路，以质取胜；努力为全球客户提供有竞争力的产品和服 务。 目前，鸿蒙生态正在从可用走向好用，搭载HarmonyOS 5和HarmonyOS 6的终端设备数突破4000万，可获取的原生应用和云服务超过7.5万个，在金融、电 力、能源、交通、通信等行业也得到广泛的应用 ...

Group 1: Company Performance and Ecosystem Development - Huawei's overall business remains stable, with annual sales revenue exceeding 880 billion RMB, expressing gratitude to global customers and partners for their support [2] - The HarmonyOS ecosystem is evolving from usable to user-friendly, with over 40 million devices equipped with HarmonyOS 5 and HarmonyOS 6, and more than 75,000 native applications and cloud services available [2] - The development of the Ascend ecosystem includes 43 mainstream industry models based on Ascend pre-training, with over 200 open-source models adapted to the ecosystem, leading to the implementation of over 6,000 solutions [2] Group 2: AI Infrastructure and Innovation - Huawei will continue to increase R&D investment in integrated machine cluster supernodes and other products to meet the rapidly growing computing power demand, aiming to build an AI open ecosystem centered on generation [3] - The company emphasizes the importance of digital infrastructure as the foundation for AI innovation and application, highlighting the need for early planning of AI data centers and related power infrastructure [4] - Huawei aims to create an open-source AI ecosystem to accelerate the release of AI industry value, focusing on collaborative innovation and the transformation of traditional industries [4] Group 3: Operating System and User Experience - The company is committed to co-building the Harmony operating system to enhance user experience, emphasizing the importance of interoperability among devices in the intelligent era [5] - Industry experience indicates that building a technology ecosystem requires open collaboration and innovation, rather than competition among single technologies or companies [5]

2月24日上午，华为技术有限公司董事长梁华在2026广东省高质量发展大会上发表讲话时透露，公司整 体经营稳健，全年销售收入超过8800亿元人民币，感谢全球客户与合作伙伴，广大消费者与社会各界对 华为的支持和信任。 数字基础设施是人工智能创新和应用的底座 他还表示，目前，鸿蒙生态正在从可用走向好用，搭载HarmonyOS 5和HarmonyOS 6的终端设备数突破 4000万，可获取的原生应用和云服务超过7.5万个，在金融、电力、能源、交通、通信等行业也得到广 泛的应用。 梁华介绍，南方电网牵头打造开放原子电鸿开源社区，一套系统覆盖不同类型不同品牌的电力设备，海 量终端数据互联互通成为现实。 此外，关于昇腾生态的发展情况，梁华透露，目前已有43个业界主流大模型基于昇腾预训练，200多个 开源模型适配昇腾生态，推动6000多个解决方案落地应用。 梁华表示，华为公司将持续加大研发投入与一体机集群超节点等系列化产品和解决方案，满足快速增长 的算力需求，构建以生成为核心的AI开放生态，持续为客户创造价值，加强鸿蒙生态建设，突破一定 规模，实现良好的用户体验；持续投入基础大模型， 智能体、智能驾驶，聚焦重点行业和关键产品 ...

南方财经全媒体集团记者刘婧汐广州报道 针对华为公司在过去一年的经营及研发情况，梁华介绍，2025 年华为持续坚持战略聚焦做强核心竞争力，坚持以质取胜走高质 量发展道路，努力为全球客户提供有竞争力的产品和服务。公司整体经营稳健，2025年全年销售收入超过8800亿元人民币。 关于鸿蒙生态，他表示："目前 ， 鸿蒙生态正在从可用走向好用 ， 搭载HarmonyOS 5 和 HarmonyOS 6 的终端设备数突破 4000 万，可获取的原生应用和云服务超过 7.5 万个，在金融、电力、能源、交通、通信等行业也得到广泛的应用。南方电网牵头打 造开放原子电鸿开源社区，让一套系统覆盖不同类型、不同品牌的电力设备， 海量终端数据互联互通正在成为现实。" "华为公司将持续加大研发投入， 以一体机、集群、超节点等系列化产品和解决方案满足快速增长的算力需求，构建以昇腾为 核心的AI 开放生态，持续为客户创造价值；加强鸿蒙生态建设，突破一定规模，实现良好的用户体验；持续投入基础大模型、 小艺终端智能体和智能驾驶智能体；聚焦重点行业和关键场景，打造行业智能体使能平台，通过技术创新和场景创新， 支持伙 伴赋能千行百业智能化。"梁华说 ...

2024年全年，华为实现全球销售收入8621亿元，同比增长22.4%；净利润626亿元。以此数据计算，华 为2025年销售收入增速在2.1%左右，其中上半年增速为3.94%。 梁华在会上表示，2025年，华为持续做强核心竞争力，战略聚焦；坚持走高质量发展道路，以质取胜； 努力为全球客户提供有竞争力的产品和服务，公司整体经营稳健。 他还透露，搭载HarmonyOS 5和HarmonyOS 6的终端设备数突破4000万，可获取的原生应用和云服务超 过7.5万个，在金融、电力、能源、交通、通信等行业也得到广泛的应用。另外，目前已有43个业界主 流大模型基于昇腾预训练，200多个开源模型适配昇腾生态，推动6000多个解决方案落地应用。 2月24日，马年开工首日，华为公司董事长梁华在2026广东省高质量发展大会上发表讲话时透露，2025 年华为公司销售收入超过8800亿元人民币。 2025年上半年，华为研发费用达970亿元，同比增长9.1%，是营收增速的两倍多，占营收比重达 22.7%。照这个强度，华为2025年全年研发投入可能会超过2024年的1797亿元。 本文系观察者网独家稿件，未经授权，不得转载。 ...

IT之家 2 月 23 日消息，华为鸿蒙HarmonyOS 6（基于 API 23）开发者 Beta 版本已于本月早些时候招募、推送。该版本因新增大量新特性，不少用户猜测其 正式版本号或为 HarmonyOS 6.1。 IT之家注意到，目前华为官网再曝光一项新特性 —— HarmonyOS 特征卡片，支持待机屏保。在待机屏保 下，系统会并排展示 2 个 2*2 尺寸的卡片，并放大以填充锁屏。该卡片同时具备清晰可见、沉浸视觉、轻量 交互等设计原则： IT之家 2 月 23 日消息，华为鸿蒙HarmonyOS 6（基于 API 23）开发者 Beta 版本已于本月早些时候招募、推送。该版本因新增大量新特性，不少用户猜测其 正式版本号或为 HarmonyOS 6.1。 IT之家注意到，目前华为官网再曝光一项新特性 —— HarmonyOS 特征卡片，支持待机屏保。在待机屏保下，系统会并排展示 2 个 2*2 尺寸的卡片，并放大 以填充锁屏。该卡片同时具备清晰可见、沉浸视觉、轻量交互等设计原则： ...

Investment Rating - The report maintains an "Outperform" investment rating for the communication industry [4][7]. Core Insights - In January 2026, the communication industry index increased by 5.47%, outperforming the Shanghai Composite Index (+3.76%), CSI 300 Index (+1.65%), Shenzhen Component Index (+5.03%), and ChiNext Index (+4.47%) [3][13]. - The capital expenditure of the four major North American cloud providers is expected to grow over 60% year-on-year, indicating a turning point for CPO commercialization applications [4][6]. - The retail sales of communication equipment in China increased by 20.9% year-on-year in December 2025, driven by the demand for smartphones [6][44]. - The three major telecom operators in China achieved a total telecom business revenue of 1.75 trillion yuan in 2025, a year-on-year increase of 0.7% [6][45]. Summary by Sections Market Review - The communication industry index rose by 5.47% in January 2026, outperforming major indices [3][13]. - Sub-sectors such as cables, other communication equipment, and system equipment saw increases of 19.70%, 10.72%, and 7.85% respectively [16]. Industry Tracking - The capital expenditure of North American cloud providers reached $126 billion in Q4 2025, a 62% year-on-year increase, with a forecast of over $660 billion for 2026 [24][25]. - AI applications are increasingly driving cloud business growth, with significant investments in AI infrastructure by major cloud providers [30][34]. Telecom Industry Insights - The telecom industry in China is experiencing stable growth, with a focus on new information infrastructure such as 5G and gigabit networks [45]. - The revenue from emerging businesses like cloud computing and big data reached 450.8 billion yuan in 2025, growing by 4.7% year-on-year [45]. Smartphone Market - Global smartphone shipments are projected to grow by 2% in 2025, reaching 1.25 billion units, with AI smartphones expected to penetrate 34% of the market [6][44]. - The latest AI smartphones feature advanced NPU chips with processing power between 60 to 200 TOPS, enhancing user experience through real-time interactions [6]. Investment Recommendations - The report suggests focusing on companies involved in optical devices, optical chips, optical modules, and AI smartphones, including Tianfu Communication, ZTE, and China Mobile [7].

Investment Rating - The report maintains an "Outperform" investment rating for the communication industry [4][7]. Core Insights - In January 2026, the communication industry index increased by 5.47%, outperforming the Shanghai Composite Index (+3.76%), CSI 300 Index (+1.65%), Shenzhen Component Index (+5.03%), and ChiNext Index (+4.47%) [3][13]. - The capital expenditure of the four major North American cloud providers is expected to grow significantly, with a projected increase of over 60% in 2026 [6][24]. - The procurement results for special optical cables by China Mobile indicate that eight manufacturers, including Tongding Interconnection and Yangtze Optical Fibre and Cable, have been selected, highlighting the focus on key sectors such as industrial manufacturing and digital government [6][7]. Summary by Sections Industry Performance - The communication industry index showed a strong performance in January 2026, with a 5.47% increase, outperforming major indices [3][13]. - Sub-sectors within the communication industry saw varied performance, with cable, other communication equipment, and system equipment rising by 19.70%, 10.72%, and 7.85% respectively [16]. Telecommunications Sector - In 2025, the telecommunications business revenue reached CNY 1.75 trillion, a year-on-year increase of 0.7% [6][45]. - By December 2025, 5G mobile phone users accounted for 65.9% of total mobile phone users, with a monthly data usage (DOU) of 23.04GB per user, reflecting a 17.0% year-on-year increase [6][45]. Cloud Infrastructure Investment - The combined capital expenditure of the four major North American cloud providers in Q4 2025 was USD 126 billion, marking a 62.0% year-on-year increase [24][25]. - For 2026, the total capital expenditure guidance for these providers exceeds USD 660 billion, with an expected growth of 61.0% [24][25]. AI and Smartphone Market - The retail sales of communication equipment in China increased by 20.9% year-on-year in December 2025, driven by the demand for smartphones [44]. - The global smartphone shipment is projected to grow by 2% in 2025, reaching 1.25 billion units, with AI smartphones expected to penetrate 34% of the market by 2025 [6][44]. Investment Recommendations - The report suggests focusing on companies involved in optical devices, optical chips, optical modules, and AI smartphones, including Tianfu Communication, ZTE, and China Mobile [7][6].

NEWS 在 MacRumors 获得的今日研究报告中，普表示其团队近期的供应链调研显示，苹果正聚焦成本管控， 力求让 iPhone 18 Pro 系列的起售价与 iPhone 17 Pro 系列保持不变或基本持平。 普认为，在 DRAM 与 NAND 存储芯片价格大幅上涨的背景下，苹果已在与三星、SK 海力士谈判，以 争取更有利的内存芯片采购价格。他还预计，苹果会通过其他方式降低显示屏、摄像头等部分核心 iPhone 组件的成本。 另一位分析师郭明錤（Ming-Chi Kuo）也指出，苹果对 iPhone 18 Pro 系列的规划是尽可能避免涨价， 他预测苹果至少会将起售价与 iPhone 17 Pro 系列保持一致。（新闻来源：IT之家） 暴涨 38%：「爱马仕橙」iPhone 17 Pro / Max 引爆苹果在中国市场销量 ◆ 苹果新动向 ◆ 分析师：苹果 iPhone 18 Pro 系列起售价将与前代持平 2 月 11 日消息，广发证券（GF Securities）股票分析师杰夫 · 普（Jeff Pu）表示，苹果计划让即将推出 的 iPhone 18 Pro和 iPhone 18 Pro Max与 ...