Core Viewpoint - Huawei is set to launch its new foldable smartphone, the Mate XT, on September 4, 2024, amidst strong market performance and competition from Apple [2][4]. Group 1: Huawei's Market Performance - In Q2 2025, Huawei achieved a market share of 18.1% in China with a shipment of 12.5 million smartphones, ranking first in the market [4]. - For the first half of 2025, Huawei maintained its leading position in the Chinese market with a total shipment of 25.4 million smartphones [4]. Group 2: Product Launch and Pricing - The Mate XT will officially go on sale on September 20, 2024, with a starting price of 19,999 yuan [4]. - The product has generated significant demand, with reports indicating that it sold out almost instantly on both the official website and third-party e-commerce platforms [4]. Group 3: Company Insights - Huawei's Executive Director, Yu Chengdong, expressed that the sales performance of the Mate XT exceeded expectations, highlighting the company's commitment to innovation and excellence [4]. - Yu Chengdong emphasized that achieving extraordinary results is possible through hard work, stating that "we are not born extraordinary, but we dare to be extraordinary" [4]. Group 4: Competitive Landscape - Apple announced its annual fall event scheduled for September 9, 2024, where it is expected to unveil the new iPhone 17 series, indicating ongoing competition in the smartphone market [4].

Market Overview - The A-share market showed strong performance with the Shanghai Composite Index approaching 3500 points, and the ChiNext Index rising over 2% [1][2] - Nearly 4000 stocks increased in value, indicating a moderate increase in trading volume [1] Solar Industry - The solar sector experienced a significant surge, with Yamaton (002623) hitting the upper limit and Shihang New Energy (301658) rising 20% [1][3] - The Ministry of Industry and Information Technology emphasized the need for regulated competition in the solar industry to improve product quality and phase out outdated production capacity [3] Consumer Electronics - The consumer electronics sector saw a broad rally, with the index rising over 4%, marking a three-and-a-half-month high [5] - Multiple companies, including Yidong Electronics (301123) and Derun Electronics (002055), reached their upper limits, indicating strong market interest [5] Communication Sector - The communication sector collectively advanced, with the index rising over 2%, nearing historical highs [11] - The rapid development of communication technology in China is highlighted, with 5G base stations reaching 4.251 million and 5G mobile phone users totaling 1.014 billion [13] - The outlook for the communication sector remains positive, with projected net profit growth of 7% for the first half of 2025 [14]

英伟达CEO黄仁勋：华为是中国最强大的科技公司！ 英国当地时间3月20日，《金融时报》发布了一篇对英伟达CEO黄仁勋的专访，在采访中，黄仁勋表示中 国AI芯片市场竞争十分激烈，并进一步说道："华为是中国最强大的科技公司，征服了他们涉足的每一个 市场。" 可以看出他对华为的夸赞并非浮于表面的客套，而是切实地将华为当做重要的对手。 黄仁勋对华为的重视并非一朝一夕，在1月19日的北京英伟达年会上，黄仁勋亲手体验了华为的"三折 叠"手机Mate XT非凡大师，并屡次称赞"不可思议"、"难以置信"。 然而，英伟达并不涉足手机业务，手机再强大也很难让英伟达将华为视为竞争对手，归根结底，令英伟达 忌惮的是华为在AI芯片领域的强大实力。 由于美国限制，目前国内厂商只能硬着头皮买性能"缩水"的英伟达中国特供版芯片，此时昇腾910C的出现 无疑可以给国内厂商来上一针强心剂。 黄仁勋对此表示，华为的持续成功表明了美国遏制中国科技发展所作的工作没什么成效，并指出"他们在 人工智能领域的影响力逐年增长，我们无法忽视其存在。" 黄仁勋的称赞值得令人深思，或许只有脚踏实地专注于研发的对手才值得令人尊敬。同样的，在重重阻碍 之下，正是有华为 ...