2025年12月30日，华为发布新年致辞，回顾过去一年的 发展成果。公司副董事长、轮值董事长兼首席财务官孟 晚舟在致辞中指出，过去十二个月，公司持续支持运营 商推进5G-A网络建设，为六千万用户带来高速稳定的网 络连接体验。 在生态系统建设方面，得益于合作伙伴的共同努力，鸿 蒙生态实现显著提升，用户体验逐步从"可用"迈向"好 用"，运行鸿蒙5.0及以上版本的终端设备数量已突破三 千六百万台。同时，鲲鹏生态不断拓展，已吸引超过六 千八百家合作企业及三百八十万开发者参与。 开源操作系统openEuler的累计部署量已超过一千六百万 套。在人工智能领域，昇腾生态汇聚三千多家合作伙伴 与四百万开发者，Atlas900超节点系统已在互联网、金融、通信、电力等多个行业落地应用，助力夯实 数字基础设施底座。 展望未来，智能化转型正加速演进，带来深远的战略机遇。她强调，通往战略目标的道路充满挑战与不 确定性，但唯有坚定信念、迎难而上，才能在变革中赢得主动。 2025年12月30日，华为发布新年致辞，回顾过去一年的发展成果。公司副董事长、轮值董事长兼首席财 务官孟晚舟在致辞中指出，过去十二个月，公司持续支持运营商推进5G-A网 ...

她在致辞中梳理了华为过去一年的主要工作成果，包括5G-A建设、鸿蒙生态体验、乾崑智驾，计算产 业中的鲲鹏、openEuler、昇腾和超节点，以及行业AI落地和绿色能源等。 孟晚舟表示，面向未来，智能化变革浪潮奔涌，这是我们面临的长期战略机遇。 她总结了华为2026年的"主战场"： 12月30日，华为轮值董事长孟晚舟发表2026年新年致辞。 始终从消费者体验出发，繁荣鸿蒙生态，畅享AI体验，为终端消费者带来更多惊喜； 鸿蒙智行和乾崑智驾助力车企规模上量，打造安全舒适的驾乘体验； 重构AI数据中心，让每瓦特产出更多Tokens； 液冷超快充，让有路的地方就有高质量的充电体验； …… "过去的成功并非未来的航标，我们深信，在充满不确定性的智能化远航中，最终的胜利，属于那些敢 于挺身而出、勇于自我批判的奋斗者。战略聚焦，决胜价值战场，以质取胜，做强组织能力，2026年的 我们，必将全力以赴！"孟晚舟写道。 强化行业垂直作战，发挥"大杂烩"优势，深耕行业，使能千行百业智能化转型； 构建开源开放的鲲鹏昇腾生态，使能伙伴开发满足各行各业需求的产品，推动集群与超节点 技术普惠，构筑坚实的AI算力底座； "水战略"激发管道流量 ...

Core Viewpoint - The company, Zhongke Chuangda, has received recognition for its contributions to the openEuler community, indicating a strong commitment to open-source technology and collaboration in key technical areas [2] Group 1: Company Achievements - The subsidiary, Aosiwei, has been awarded the title of "Outstanding Contribution Unit" by the openEuler community [2] - Aosiwei has integrated 431 annual pull requests (PRs) into the openEuler community, ranking 11th in contributions [2] Group 2: Areas of Collaboration - The company is deeply involved in several critical technology fields, including Python, OpenStack, AI, and Networking [2]

Core Insights - The core theme of the forum is "Open Drives Innovation," emphasizing the shift from competition to collaboration in the realm of intellectual property and innovation [1][10][12] Group 1: Forum Overview - The sixth Huawei Innovation and Intellectual Property Forum gathered representatives from various international organizations and companies to discuss the role of intellectual property in fostering collaborative innovation [1][2] - Huawei's Chief Legal Officer, Song Liuping, highlighted that the essence of intellectual property is not exclusivity but rather the orderly and efficient dissemination of innovative results [2][4] Group 2: Huawei's Contributions - As of the end of 2024, Huawei has obtained over 150,000 valid patents globally, with R&D investment exceeding 20% of annual revenue, totaling over 1.2 trillion yuan in the past decade [4][7] - The forum showcased Huawei's "Top Ten Inventions" for 2024, which include significant technological advancements such as the Scale Up ultra-large-scale computing platform and the HarmonyOS full-stack architecture [4][6] Group 3: Knowledge Sharing and Collaboration - The upgraded "Chasi Patents" platform was introduced, enhancing patent search and analysis capabilities, thereby accelerating knowledge flow and innovation [6][9] - Huawei's commitment to open innovation is reflected in its extensive participation in global ICT standards and its collaboration with international licensing platforms, generating over $630 million in patent licensing revenue in 2024 [8][9] Group 4: Open Innovation Strategy - Huawei's strategy emphasizes that knowledge sharing enhances social value rather than diminishing rights, promoting a cycle where patent protection leads to commercial returns that fund further R&D [9][10] - The forum underscored the importance of establishing standardized interfaces and shared platforms to make innovation more efficient and inclusive [10][12] Group 5: Future Implications - The discussions at the forum suggest that open innovation is becoming a dominant theme in global technological collaboration, with the potential to significantly enhance cross-industry integration [10][12] - The evolving landscape of technology, including AI and quantum computing, presents challenges in establishing sustainable cooperation mechanisms, highlighting the need for intellectual property to serve as a bridge rather than a barrier [10][12]

Core Insights - The article discusses the significance of operating systems in both consumer technology and industry digitalization, highlighting the rise of open-source operating systems like openEuler and OpenAnolis in China [1][2] - openEuler has rapidly gained market share, reaching approximately 50% in China last year and is expected to exceed 55% this year, positioning itself as the largest and fastest-growing open-source OS community in the country [1][2] - The development of openEuler is part of a broader trend in China's IT industry, which is forming a complete IT infrastructure stack, although it still lags behind global leaders [2] Industry Developments - openEuler originated from Huawei's self-developed server OS, EulerOS, and was officially open-sourced in late 2019, transitioning to community governance under the OpenAtom Foundation [2] - The openEuler community has become one of the most active open-source OS communities globally, with over 2,100 member organizations and more than 23,000 developers contributing [3] - The community's global download count has surpassed 5.5 million, indicating strong engagement and growth [3] Future Directions - AI is identified as a key focus for openEuler in the next five years, with 22 out of 25 newly incubated open-source projects being AI-related [5] - The concept of "super nodes" is emerging as a new norm in AI infrastructure, necessitating significant changes in operating systems to support advanced computing needs [6] - openEuler has released the world's first operating system designed for super nodes, with a planned community launch on December 30, 2025 [6] Strategic Collaborations - Huawei is collaborating with the openEuler community to enhance the operating system's capabilities, including support for super nodes and key features like unified memory addressing and low-latency communication [7] - Major chip manufacturers, including Intel, Arm, and AMD, have joined the openEuler community as donors, indicating strong industry support [10] - The community aims to deepen cooperation with global open-source organizations in AI and data, enhancing its international presence and solutions [10][11] Globalization Efforts - The openEuler community emphasizes a systematic approach to globalization, aiming to establish a robust framework for international collaboration rather than competing in isolation [11] - The strategy includes focusing on regions like the "Belt and Road" initiative to enhance global outreach and partnerships [11]

Core Viewpoint - The article highlights the significant achievements of the Southern Power Grid in the open-source domain, particularly in the context of the openEuler community and its contributions to the digital transformation of the power industry [1][2]. Group 1: Event Overview - The openEuler Summit 2025 was successfully held in Beijing, where the Southern Power Grid was recognized for its contributions to open-source practices and awarded titles for leading commercial practices and outstanding contributions [1]. - The summit aimed to release important technical versions of openEuler in the AI field and invited global partners to showcase significant products, marking the beginning of a new chapter for openEuler [1]. Group 2: Technological Innovations - The Southern Power Grid shared its experiences in technology innovation, version planning, practical applications, and ecosystem development during its keynote speech titled "Breakthrough · Innovation · Empowerment" [2]. - The latest version, Electric Hong 3.0, has achieved significant upgrades, supporting hybrid deployment frameworks and enhancing system applicability in core power scenarios [3]. Group 3: Ecosystem Development - The Electric Hong system, developed by the Southern Power Grid, addresses industry challenges by achieving full-stack integration from chips to applications, creating a notable demonstration effect in open-source practices [5]. - Over 500 industry chain manufacturers have joined the Electric Hong ecosystem, with more than 3,000 products included, indicating rapid expansion and collaboration within the ecosystem [5]. Group 4: Future Directions - The Southern Power Grid plans to deepen collaboration with the openEuler and Electric Hong communities, focusing on common industry challenges such as renewable energy consumption and coordinated operations [7]. - By leveraging open-source technology, the company aims to develop comprehensive solutions covering all aspects of the power system, addressing the challenges of achieving a clean, low-carbon, and efficient energy system [7].

Core Insights - openEuler has become the preferred operating system in China, with an expected installation base exceeding 16 million by the end of the year, maintaining the top market share [3] - The commercial OSV count has reached 25, with 4,312 compatible ISVs, indicating widespread deployment across key sectors such as internet, telecommunications, finance, government, energy, education, and healthcare [3] - Performance improvements of 30%-40% have been achieved in core transaction scenarios like telecommunications billing and financial securities, with AI heterogeneous computing accelerating model throughput by 10%-30% [3] Future Plans - The company will enhance contributions to the openEuler community by providing leading AI core capabilities and supporting the release of a super node OS version [4] - There will be a focus on ecological support for the community, including collaboration with multiple AI foundations and training over 50,000 operating system talents in the next five years [4] - The company aims to promote the global expansion of openEuler by collaborating with OSV and ISV partners to offer comprehensive solutions to overseas clients and facilitating localization efforts in various countries [4]

Economic Data Release - The National Bureau of Statistics will release October economic data on November 14, including industrial added value, fixed asset investment, and retail sales [2] - Financial data for October, such as M2, new loans, and social financing, is also expected to be released next week [3] Industry Conferences - A series of industry conferences will take place in November, including the 2025 China Robot Industry Development Conference from November 10 to 12, and the 12th China (Suzhou) Battery New Energy Industry International Summit Forum from November 11 to 13 [4] - Other notable events include the 2025 World Power Battery Conference, the 2025 Fourth China Nuclear Energy High-Quality Development Conference, and the 2025 6G Development Conference [4] Fuel Price Adjustment - A new round of domestic fuel price adjustments will begin on November 10 at 24:00, with an expected increase of 130 yuan per ton for gasoline and diesel based on the average crude oil price of 62.52 USD per barrel [5] Stock Unlocking - Over 24.7 billion yuan worth of restricted shares will be unlocked next week, with a peak unlocking date on November 10 [6] - The top three companies by unlocking market value are Youyan Silicon (99.91 million yuan), Xin Nuowei (49.48 million yuan), and Juxing Technology (32.97 million yuan) [6] New Stock Opportunities - Two new stocks will be issued next week: Nant Technology on November 11 and Hai'an Group on November 14 [9]

Important Market News - On November 4, the National Health Commission released implementation opinions to promote and standardize the application of "Artificial Intelligence + Healthcare," aiming for high-quality development in the health sector. By 2027, a number of high-quality data sets and trusted data spaces will be established, with widespread application of intelligent decision-making and patient services in healthcare institutions [1] - By 2030, intelligent auxiliary applications for grassroots diagnosis and treatment are expected to achieve full coverage, with secondary hospitals widely adopting AI technologies for medical imaging and clinical decision-making [1] Industry Insights - A research team from the Shanghai Institute of Microsystem and Information Technology has developed a flexible neural interface powered by silk protein, overcoming technical bottlenecks in deep brain monitoring for diseases like Parkinson's and Alzheimer's. This innovation allows for minimally invasive implantation and stable long-term monitoring [3] - The global market for medical applications of brain-computer interfaces is projected to reach $40 billion by 2030 and $145 billion by 2040, indicating significant potential for treatment and rehabilitation of neurological disorders [4] - Xanadu Quantum Technologies announced plans to go public via a merger with SPAC Crane Harbor Acquisition, aiming to accelerate the development of photonic quantum computing systems. This will make Xanadu the first and only publicly listed company in the pure photonic quantum computing sector [5] - The MEMS optical switch market is expected to grow at a CAGR of 25% from 2024 to 2025, driven by quantum computing needs [6] - Huawei will host the openEuler Summit 2025 in Beijing, focusing on AI advancements in its operating system, alongside the launch of the Mate 80 series featuring the Kirin 9030 chip, which aims to transform smartphones into intelligent assistants [6][7] Stock Movements - Several companies announced share reduction plans by major shareholders, including Fudan Zhangjiang, Shen Gong Co., and Fangzheng Securities, indicating potential shifts in ownership and market dynamics [8][9][10]

Core Insights - Huawei emphasizes the importance of open-source collaboration and ecosystem development as a core strategy to drive innovation and create new value in the industry [3][4]. Group 1: Industry Trends - The transition from a closed to an open information industry is an irreversible trend, particularly evident in the AI era [3]. - The software revolution is moving from code-driven software 1.0 to model-driven software 3.0, indicating a shift towards automated "AI factories" for application development [3]. - The next decade is expected to be the era of intelligent agents, where every individual can become a developer, and every industry will leverage AI to transform into an "ecosystem" type of industry [3]. Group 2: Open Source Initiatives - Huawei has become a core code contributor in over 300 upstream communities and is a founding or top member of more than 20 global open-source foundations [4]. - The launch of the open-source ModelEngine DataMate tool aims to address the core pain point of data processing in AI development, which occupies over 60% of the development time [4][5]. - DataMate has already demonstrated significant efficiency improvements, such as reducing the pathology data processing cycle by 80% in practical applications [5]. Group 3: Developer Empowerment - Huawei is committed to building a comprehensive enabling system that covers technology, resources, community, and talent cultivation to empower every developer [7]. - The "AI Hundred Schools Plan 2.0" aims to cover 500 universities and 10,000 students and teachers, providing substantial resources and support for teaching and innovation [7]. - Huawei's initiatives, such as the Evangelist Program, are designed to cultivate talent and provide resources and technical support to over 430 educators and student developers [7].