【环球网科技报道 记者 张阳】12月30日，在辞别2025、迎接2026之际，华为轮值董事长孟晚舟以"追风赶月莫停留，平芜尽处是春山"为主题，向全球客 户、合作伙伴、开发者及全体员工发表新年致辞。她回顾了过去一年华为在全球各地攻坚克难、砥砺前行的奋斗足迹，并展望了在智能化浪潮奔涌的新时 代，华为将如何聚焦战略、决胜价值战场。 孟晚舟在致辞中讲述了2025年那些令人动容的瞬间：在撒哈拉沙漠南缘44℃高温下调试网络的工程师，在大西洋七级风浪中晕船仍坚持排障的光网专家，在 海拔4300米雪域高原零下15℃环境中部署绿色能源系统的团队……这些平凡而伟大的身影，正是华为"用坚韧克服困难，用专业创造价值，用热爱激励彼 此"的真实写照。 过去一年，华为与全球伙伴携手取得了丰硕成果：助力运营商建设5G-A网络，为6000万用户提供极速联接；鸿蒙生态加速从"可用"迈向"好用"，搭载 HarmonyOS 5.0及以上版本的终端设备突破3600万台；乾崑智驾赋能超140万辆乘用车，辅助驾驶里程近70亿公里；鲲鹏与昇腾生态持续壮大，分别拥有 6800家和3000多家合作伙伴，开发者总数超780万；openEuler操作系统装机量突破 ...

华为副总裁、ICT产品组合管理与解决方案部总裁马海旭为鲲鹏开发者创享日开场致辞,并为鲲鹏开发者 写了一封亲笔信。他表示，特别感谢开发者对鲲鹏的支持。每一位开发者都拥有"用代码改变世界"的力 量，开发者是鲲鹏展翅翱翔的源动力，更是鲲鹏生态繁荣发展的底气！我们愿携手每一位开发者，聚力 同行，共创未来! 华为副总裁、ICT产品组合管理与解决方案部总裁 马海旭 从算力平台到行业落地，解锁鲲鹏硬核实力 来源：鲁网 12月12日，鲲鹏开发者创享日·北京站正式启幕。本次活动以"创未来，享非凡"为主题，采用"1场主论 坛+2场分论坛+全天候互动展区"的形式，为来自高校、企业、科研院所的数百名开发者打造了一场集 技术深度交流、行业实践分享与生态共创于一体的科技盛会。活动由华为技术有限公司主办，北京鲲鹏 联合创新中心承办，开发者欢聚一堂，共探鲲鹏生态的创新活力与产业价值。 感谢有你 一封致鲲鹏开发者的亲笔信 在行业落地分享环节，企业代表们展示了鲲鹏技术在实际场景中的价值，凸显"技术-产业"协同的力 量。 北京大学计算中心系统管理室主任樊春分享了北京大学高性能计算平台的建设以及AI应用的实践探 索。他提出，AI时代的计算平台需融合 ...

12月12日，鲲鹏开发者创享日·北京站正式启幕。本次活动以"创未来，享非凡"为主题，采用"1场主论 坛+2场分论坛+全天候互动展区"的形式，为来自高校、企业、科研院所的数百名开发者打造了一场集 技术深度交流、行业实践分享与生态共创于一体的科技盛会。活动由华为技术有限公司主办，北京鲲鹏 联合创新中心承办，开发者欢聚一堂，共探鲲鹏生态的创新活力与产业价值。 感谢有你一封致鲲鹏开发者的亲笔信 华为副总裁、ICT产品组合管理与解决方案部总裁马海旭为鲲鹏开发者创享日开场致辞,并为鲲鹏开发者 写了一封亲笔信。他表示，特别感谢开发者对鲲鹏的支持。每一位开发者都拥有"用代码改变世界"的力 量，开发者是鲲鹏展翅翱翔的源动力，更是鲲鹏生态繁荣发展的底气！我们愿携手每一位开发者，聚力 同行，共创未来! 华为副总 裁、ICT产品组合管理与解决方案部总裁马海旭 从算力平台到行业落地，解锁鲲鹏硬核实力 北京大学计算中心系统管理室主任樊春分享了北京大学高性能计算平台的建设以及AI应用的实践探 索。他提出，AI时代的计算平台需融合云计算与高性能计算优势，为此北大研发了"鹤思调度系统"，该 系统实现超算与智算的统一调度，可通过动态资源编排降低 ...

Industry Developments - OpenEuler released the world's first operating system for super nodes on November 15 [1] - EverMind team announced the launch of EverMemOS, a world-class long-term memory operating system for AI entities on November 16 [1] - Samsung Electronics announced a plan to invest 450 trillion KRW (approximately 2.2 trillion RMB) in AI infrastructure and R&D over the next five years on November 16 [1] - China Academy of Information and Communications Technology promoted two new proposals: EAI-bench for embodied intelligence system benchmarking and evaluation framework, and technical requirements for data collection systems for remote operation in real scenarios on November 17 [1] - Figure's founder revealed that Figure 02 has participated in the production of 30,000 BMW vehicles, executing welding and setting performance metrics [1] Capital Trends - Yuanli Lingji received hundreds of millions in A+ round financing from Alibaba on November 14 [2] - Jinwo Co., Ltd. raised 721 million RMB through a private placement for the expansion of bearing sleeve production base and forging capacity on November 18 [2] - Zhaomin Technology plans to issue convertible bonds to raise no more than 590 million RMB for precision components and the construction of a production base in Thailand [2] - Xingdong Jiyuan completed nearly 1 billion RMB in A+ round financing [2] Insights of the Week - Embodied intelligence is considered the strongest application of AI, with humanoid robots being a key direction [3] - The ROBO+ track, representing electrification, is expected to reshape the entire automotive industry chain and become a major industry trend [3] - Automotive manufacturers and 3C brands are gaining competitive advantages due to their understanding of demand scenarios and hardware supply chains [3] - Companies like Huawei, ByteDance, and Xiaomi, which possess brain and hardware iteration capabilities, are seen as having the most coherent business logic in humanoid robotics [3] - Tesla's supply chain is expected to quickly enter small-batch production, with a temporary halt followed by a restart [3] - Changes in the Zhiyuan supply chain are focused on the reconstruction of vertical business models, while Huawei's supply chain emphasizes the implementation of downstream vertical application scenarios [3]

Core Insights - The overall market is experiencing adjustments, but AI hardware and software sectors are showing active performance, with the STAR Market 50 Index up by 0.4% and the CSI Software Services Index up by 1.2% as of 13:58 [1] Group 1: Company Developments - Alibaba has officially launched the "Qianwen" project, entering the AI to C market, with the public beta version of the Qianwen App released, directly competing with ChatGPT's latest version 5.1 [1] - Huawei held the OpenEuler Summit 2025 in Beijing, where it introduced a new operating system version that supports super nodes, optimized for high-efficiency operation of AI server clusters [1] Group 2: Industry Trends - Analysts suggest that breakthroughs in AI technology by Alibaba and Huawei will facilitate a critical leap for the software industry from building autonomous capabilities to participating in global competition, accelerating the closure of the AI domestic ecosystem [1] - The AI application-related sectors are expected to benefit from improved AI computing efficiency, with internet giants actively promoting application implementation, indicating potential gains for the software sector [1] Group 3: Investment Opportunities - The STAR Market 50 ETF (588080) tracks the STAR Market 50 Index, which consists of 50 securities with large market capitalization and good liquidity, covering multiple technology sub-sectors, prominently featuring "hard tech" leaders [2] - The E Fund Software ETF (562930) tracks the CSI Software Services Index, composed of 30 stocks involved in software development and services, with over 70% of the industry represented in software development [2] - Investors can leverage these products to capitalize on opportunities arising from enhanced AI computing efficiency and the development of AI applications [2]

Group 1 - The core viewpoint of the article highlights the release of the openEuler operating system designed for supernodes, which features global resource abstraction, unified memory addressing, and device pool management, making it compatible with Huawei's Ascend supernodes and Inspur's "Yuan Nao SD200" products [1] - The openEuler operating system is expected to unleash the computational potential of supernodes and meet the new demands of the AI era, with a projected cumulative installation of 10 million units and a market share of 50% by 2024 [1] - The openEuler community is experiencing continuous growth, which is driving its globalization process [1] Group 2 - The software ETF (515230) tracks the software index (H30202), which selects listed company securities involved in software development, services, and related technology fields to reflect the overall performance of the software industry [1] - The index includes component stocks across various sub-sectors such as application software, system software, and internet services, showcasing the high-tech attributes and growth characteristics of the software industry [1]

Core Insights - The "Intelligent Leap Without Boundaries, Open Source Towards the Future" Operating System Conference 2025 was successfully held on November 14 in Beijing, aiming to gather global industry forces to accelerate the development of the open-source software ecosystem [1] Group 1: Industry Trends - Basic software is a strategic industry that requires enhanced independent innovation, with the openEuler community becoming one of the most active open-source operating system technology communities globally over the past five years [3] - The future operating systems will connect hardware and applications in the intelligent era, serving as a core foundation for unleashing computing power potential [3] Group 2: Community Growth - The openEuler community has over 2,100 member units, more than 23,000 global contributors, and over 5.5 million users, with an expected installation volume exceeding 16 million sets by the end of 2025 [3] - The community is set to embark on a new five-year development path, launching an operating system for super nodes by the end of 2025 to lead in the AI era and accelerate globalization [3] Group 3: Corporate Collaboration - Huawei's CEO emphasized the need for collaboration with the community to deepen technologies such as AI runtime and cloud deployment, aiming to provide comprehensive solutions for overseas customers [4] - A joint development initiative was announced between the OpenAtom Foundation, Huawei, and China Telecom's Tianyi Cloud to enhance competitiveness in AI and super node technologies [6] Group 4: Global Cooperation - The openEuler community has established close cooperation with 15 global open-source organizations in areas such as AI, cloud, big data, and embedded systems [6] - The conference revealed 23 leading commercial practice projects for openEuler in 2025, including nine large-scale and 14 innovative projects [6]

Core Insights - Huawei held its sixth Innovation and Intellectual Property Forum on November 11, focusing on the theme of "Open Innovation" and the importance of intellectual property in driving technological advancement and societal development [1][3] Group 1: Intellectual Property and Innovation - Huawei's Chief Legal Officer emphasized that open innovation is crucial for societal progress and is part of Huawei's core values, highlighting the company's commitment to protecting its own intellectual property while respecting others' rights [1] - In 2024, Huawei's patent licensing revenue is projected to be approximately $630 million, with historical patent licensing fees paid being three times the cumulative licensing income [3] - Huawei has consistently ranked first in the number of international patent applications under the Patent Cooperation Treaty (PCT) since 2014, with 6,600 PCT applications expected in 2024 [3] Group 2: Research and Development Investment - Huawei's R&D expenditure for 2024 is set at 179.7 billion yuan, accounting for 20.8% of total revenue, with expectations to exceed 200 billion yuan in 2025 [3] - Over the past decade, Huawei has invested more than 1,249 billion yuan in R&D, which supports the generation of innovative outcomes [3] - The sixth "Top Ten Inventions" awards highlighted key innovations in areas such as computing and the Harmony operating system, showcasing Huawei's focus on future-oriented technologies [3] Group 3: Patent Licensing and Ecosystem - By the end of 2024, over 2.7 billion 5G devices, 1.2 billion consumer electronics, and 3.2 billion multimedia devices will have received patent licenses from Huawei [4] - 48 Fortune Global 500 companies have directly or indirectly obtained licensing from Huawei, indicating the company's significant role in the global patent ecosystem [4] - The Vice President of Huawei's Intellectual Property Department stated the company's commitment to promoting technology openness through various means, including software open-source and standard contributions [3][4] Group 4: Future Outlook - Huawei aims to enhance the innovation and intellectual property environment through collaboration with industry partners, fostering a supportive atmosphere for intellectual property protection and mutual industry development [4]

Core Insights - Huawei emphasizes the importance of open innovation as a driving force for social development and technological advancement, which is integral to its corporate DNA [1] - The company has committed over 20% of its annual sales revenue to research and development (R&D) for the past five years, with R&D expenditure exceeding 170 billion yuan in 2024, accounting for 20.8% of total sales revenue [1] - Huawei's cumulative R&D investment over the past decade has surpassed 1.2 trillion yuan, while its patent licensing revenue for 2024 is projected to be approximately 630 million USD [1] R&D and Innovation - Huawei's Vice President and Head of Intellectual Property, Fan Zhiyong, stated that the company is dedicated to promoting technological openness through various means, including software open-source, hardware openness, patent applications, standard contributions, and academic papers [2] - In 2024, Huawei plans to publish a record 37,000 new patents, contribute over 10,000 new technical proposals to domestic and international standard organizations, and publish more than 1,000 academic papers [2] - The OpenHarmony community has seen over 8,100 contributors submit more than 10 million lines of new open-source code, while the openEuler operating system has surpassed 10 million installations [2] Patent Licensing and Collaboration - By the end of 2024, over 2.7 billion 5G devices, more than 1.2 billion consumer electronic devices, and over 3.2 billion multimedia devices have received patent licenses from Huawei [2] - 48 Fortune Global 500 companies have directly or indirectly obtained licensing from Huawei [2] - Huawei launched the "Chasi Patent" service to provide free patent query services for global researchers, enhancing its functionality with features like semantic search and AI summaries [2] Future Outlook - Huawei aims to actively contribute to the improvement of the innovation and intellectual property environment and is willing to collaborate with industry partners to foster a supportive atmosphere for intellectual property protection [3]

Group 1 - Baidu AI glasses will be available for pre-sale on November 1 [6] - MiniMax has released the Hailuo 2.3 video generation model [6] - Fudan University and Meituan LongCat have jointly launched a new framework for evaluating LRM capabilities called R-HORIZON [6] Group 2 - Huawei will hold an operating system conference and openEuler Summit 2025 on November 14-15, where it will release important technical versions of openEuler in the AI field [6] - The world's first full-size bionic robot for classroom teaching has officially started its "lecture" in Hefei [6] Group 3 - Elon Musk has launched an online encyclopedia edited by AI called Grokipedia [6] - Adobe has integrated OpenAI and Google AI models into Photoshop and other tools [6] - PayPal has signed an agreement with OpenAI to embed its digital wallet into ChatGPT [6]