来源：鲁网 2025年9月18-20日，华为全联接大会 2025 （HC2025）以 "跃升行业智能化" 为主题，OpenAtom openEuler（简称："openEuler"或"开源欧拉"）作为开源操作系统领域的关键力量深度参与其中。高层演 讲、技术实践、生态成果与合作案例，展现开源操作系统如何打破行业壁垒，从算力基础设施协同到多 产业场景适配，openEuler 正联接起软硬件厂商、企业用户与开发者，用开放协作推动产业资源深度整 合，为各领域融合发展提供新路径。 《创新引领，开源开放，共创智能世界生态新选择》 华为常务董事汪涛在演讲中表示，openEuler历经六年发展，已赋能万千企业应用，服务全球多个国家 和地区，推动构建全球开源新生态，开创了中国开源发展的新范式。同时，openEuler已在下一代操作 系统技术的探索中取得突破：灵衢互联总线技术实现了更高效的资源池化与弹性供给，相关核心能力也 将贡献至openEuler社区。我们相信，依托全球开发者的力量，openEuler将成为用户首选的数智基础设 施操作系统。 华为鲲鹏计算业务总裁 李义 《南网妙算系列高能效服务器技术创新分享》 国家"双碳"战 ...

【2025年9月17日 中国·上海】2025全球HCIE之夜"百万认证，跃升行业智能化"在上海圆满举办，活动 共吸引来自中国、欧洲、亚太、非洲、拉美和中东中亚等国家和地区的超200名HCIE专家、行业客户、 生态伙伴及华为产业领袖参与。 图：2025全球HCIE之夜活动合照 大咖云集 锚定趋势动态 活动伊始，华为全球技术服务部首席营销官孙海洋先生发表开幕致辞，首先向长期以来给予华为信任与 支持的客户、合作伙伴及HCIE专家致以诚挚地感谢；今年华为认证工程师已突破百万，达到一个新里 程碑，HCIE专家在各行各业中发挥着积极关键的作用，得到了社会和各行业广泛认可和尊重；最后， 他表示："人工智能的快速发展，正在推动人才细分和标准迭代，从智算集群构建、模型和应用开发， 到算力平台运维，每个角色都需要更专业、更精深的AI技能。在华为全联接大会2025期间，华为将发 布AI领域《ICT数智技能图谱》，清晰定义各类人工智能岗位的工作场景和技能要求，为ICT从业者的 AI技能提升提供精准导航。" 图：华为全球技术服务部首席营销官孙海洋致辞 工业和信息化部人才交流中心副主任任利华发表演讲，他指出："人工智能从概念走向千行百业 ...

Group 1 - The KubeCon+CloudNativeCon China 2025 conference was held in Hong Kong, focusing on the integration of cloud-native technologies and AI, featuring global open-source developers and industry leaders [1] - Huawei participated significantly in the conference, delivering three keynote speeches and over ten technical sessions, showcasing breakthroughs in the field of cloud-native and AI integration [1][3] - Open-source is recognized as a key driver for innovation, enabling faster development cycles and creating exponential value for the next technological revolution [1] Group 2 - Huawei's Chief Open Source Liaison Officer, Ren Xudong, discussed the evolution of computing clusters in the AI era, emphasizing the need for unified management of computing resources to support major AI frameworks [3] - Bilibili, with over 100 million monthly active users, has developed a cloud-native AI platform using Volcano and Karmada to optimize workload scheduling and enhance resource utilization [4][6] - iFlytek achieved significant improvements in AI model training efficiency by utilizing Volcano, increasing GPU utilization by over 40% and reducing fault recovery time by 70% [7][9] Group 3 - Karmada is highlighted as a multi-cloud management engine that addresses challenges in deploying AI tasks across multiple clusters, enhancing the reliability of large-scale data platforms [10][12] - KubeEdge, as a graduate project of CNCF, is recognized for its capabilities in edge computing, providing unified management and real-time advantages in various industry applications [14] - Kmesh, a cloud-native traffic management engine, utilizes eBPF technology to improve performance and reliability in handling large-scale traffic applications [16] Group 4 - openGemini, a high-performance time-series database, is designed for various industries, including IoT and aerospace, and aims to reduce business costs through efficient data storage and querying [18] - openFuyao focuses on building a diverse computing ecosystem to address the complexities of AI workloads, promoting effective resource management and scheduling [20] - Huawei continues to collaborate with global enterprises and developers to drive innovation in AI and cloud-native technologies, contributing to the intelligent transformation of various industries [20]

Group 1 - The report maintains an overweight rating on the computer industry, highlighting the rise of AI and domestic chip manufacturers as key investment themes [3][4] - AI applications and computing power are expected to see significant growth, with AI Agents poised for a breakthrough year in 2025, particularly in enterprise services and SaaS sectors [4][5] - The domestic AI server market is projected to grow significantly, with a forecasted market size exceeding $100 billion by 2029, driven by increasing demand for AI computing power [5][4] Group 2 - The report emphasizes the new opportunities in the domestic software industry, particularly in core software areas where the localization rate is currently low, indicating a potential peak replacement period [4][5] - The report notes that the increasing external uncertainties and government support are accelerating the development of domestic software, with significant room for growth in database and operating system sectors [5][4] - The report identifies that the domestic database market is expected to see accelerated penetration in various industries as the 2027 full replacement deadline approaches [5][4] Group 3 - The report discusses the competitive landscape of AI models, noting that the performance gap between domestic and international models is narrowing, with significant advancements in domestic open-source models [5][28] - The report highlights the emergence of AI Agents as a new paradigm in human-machine collaboration, with the potential to transform efficiency in various sectors [31][32] - The report outlines the parallel development of MCP and A2A protocols, which are expected to enhance the AI Agent ecosystem by facilitating interoperability and data sharing [38][39]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the importance of self-reliance in technology due to escalating global trade tensions, highlighting the urgency for core technology products to be self-sufficient [5][12] - National fiscal support is expected to accelerate the implementation of key projects and policies, particularly in the realm of domestic innovation and technology [6][13] - Domestic software and hardware are transitioning from being merely "usable" to "user-friendly," with an anticipated acceleration in replacement cycles [7][14] Summary by Sections Market Review - During the week of March 31 to April 3, 2025, the CSI 300 index fell by 1.37%, while the computer index decreased by 1.87% [4][16] Investment Opportunities - The report suggests that with changes in the global trade environment, domestic software and hardware are on the rise, and the pace of replacement is expected to accelerate. Recommended companies include: - For domestic computing power: Haiguang Information, Zhongke Shuguang, and Shenzhou Digital - For the innovation and creation sector: Kingsoft Office, Dameng Database, Taiji Co., and others [8][15] Industry Dynamics - The report notes significant developments in the industry, including the upcoming release of Alibaba's new model Qwen3 and OpenAI's completion of a $40 billion financing round, which values the company at $300 billion [22][28]