Huawei - TechWire

Huawei

2025.09.03

07:11

The optical switch market is growing rapidly, with several A-share listed companies showing strong performance in related businesses.

NVIDIA recently launched Spectrum-XGS Ethernet, accelerating multi-GPU and multi-node communication performance, enabling predictable performance for remote AI clusters. This news has catalyzed the rise of the optical circuit switch (OCS) concept. Industry experts believe that due to their high port count, high bandwidth, low latency, and low energy consumption, optical switches are ideal for upper-layer network switching in data centers. They are expected to replace traditional electrical switches in intelligent computing clusters, significantly improving GPU chip utilization. With NVIDIA's scale-across technology development and Google's pioneering efforts, the market penetration of optical switches is expected to increase rapidly. Market research firm QYResearch predicts that the global optical switch market will reach US$2.02 billion by 2031, with a compound annual growth rate of 16.3% over the next few years. Currently, leading international companies such as Google and Coherent are key players in the optical switch industry. Domestically, Huawei and New H3C, a subsidiary of Tsinghua Unigroup, have released optical switch products. Several A-share listed companies, such as Taclink, Tengjing Technology, and Saiwei Electronics, are actively developing their presence in the optical switch industry chain.

2025.09.02

20:00

Wang Xiaofei will be in charge of Changan Ford

On September 2nd, reporters learned that Wang Xiaofei has been confirmed to be in charge of Changan Ford. Born in 1982 and a graduate of Tsinghua University, Wang Xiaofei is one of Changan Automobile's younger executives with a rich resume. He previously served as Chairman of Deep Blue Auto and oversaw Avita Technologies. During his time at Avita, Wang helped establish a dual-power matrix, strengthen cooperation with Huawei, and achieve significant market success.

15:57

Guizhou Big Data Group signed contracts with China Unicom, Huawei, 360, People's Daily Online and others during the Big Data Expo

During the 2025 China International Big Data Industry Expo, Guizhou Big Data Group signed seven contracts. It is reported that Guizhou Big Data Group signed a strategic cooperation agreement with Guizhou Mobile. The two parties will carry out in-depth cooperation in core areas such as intelligent computing, big data, cloud, government and enterprise business, and new infrastructure construction, and work together to create a number of replicable and popularizable benchmark demonstration projects; signed a strategic cooperation agreement with Sangfor. The two parties will focus on cloud services, network and data security, artificial intelligence and other fields, build a full-scale, multi-level big data industry ecosystem, and explore new models for the development of the big data industry; signed a strategic cooperation agreement with 360 Digital Security Group. The two parties will launch distinctive and mature technologies and products in the government and enterprise network data security and artificial intelligence markets, jointly build city and enterprise-level security operation centers, artificial intelligence application enabling platforms and data security service platforms, and will also create "AI+Security It has also signed a comprehensive and in-depth strategic cooperation agreement with Huawei to carry out in-depth collaboration in cutting-edge fields such as cloud computing, big data, and artificial intelligence, fully promoting the high-quality development of Guizhou's digital economy and accelerating the digital transformation of industries. It has also signed a strategic cooperation agreement with Guizhou Unicom, under which the two parties will jointly promote in-depth integration and innovative development in the fields of medical insurance, medicine, cloud computing, low-altitude economy, industrial Internet, and Internet of Things, and jointly build a "data + communication" integrated innovation ecosystem. It has also signed a strategic cooperation memorandum with People's Daily Online, under which the two parties will work together to carry out in-depth cooperation in the field of big data and promote industrial innovation and development. It has also signed a strategic cooperation agreement with Boyan Technology, under which the two parties will focus on in-depth cooperation in business sectors such as artificial intelligence industry applications, enterprise digital transformation services, and public data development and utilization.

11:53

Yamato: Adoption of humanoid robots in China expected to accelerate

A report by Yamato analysts indicates that China stands to benefit from its vast downstream application market for humanoid robots. Many Chinese robot manufacturers, including Xpeng Motors, Midea, Xiaomi, and Huawei, are likely to deploy robots in their factories. Yamato stated that China's ability to produce low-cost, high-quality robots with low component costs could support advanced manufacturing in the future. Yamato stated that the adoption of humanoid robots in China is likely to accelerate, with initial applications expected in sectors such as manufacturing, logistics, healthcare, and AI training, all of which have significant market demand in China.

10:16

Shenzhen Component Index and ChiNext Index both fell by more than 1%

The Shenzhen Component Index and the ChiNext Index both fell by more than 1%. Mobile payment, Huawei Shengteng, and AI PC concept stocks led the decline, and more than 4,500 stocks in the entire market fell.

10:14

The Shenzhen Component Index fell over 1%, the ChiNext Index fell over 0.8%, and the Shanghai Composite Index fell over 0.4%. Cryptocurrencies, Huawei Shengteng, and military equipment led the declines.

10:03

Huawei concept stocks continued to fall, with many stocks falling by more than 5%.

Huawei Shengteng concept stocks continued to fall, Cape Cloud fell more than 9%, Runjian shares fell more than 7%, Tuowei Information, Runhe Software, and Chuangyi Information fell more than 5%.

2025.09.01

15:43

Huawei plans to launch a new cooperation model in which automakers will retain more control

Multiple sources have reported that Huawei will officially unveil a new model for partnering with automakers this year. Unlike the "full-stack technology provider" role in the HI model, and distinct from Huawei's "Smart Car" approach, where terminals drive brand marketing, the new model aims to establish a collaborative architecture where automakers lead and Huawei is deeply embedded, encompassing multiple dimensions including intelligent development, ecosystem connectivity, and market planning.

10:13

Huati Technology signs three heavy truck supercharging projects

Recently, Huati Technology announced the successful signing of three heavy-duty truck supercharging project cooperation agreements in Inner Mongolia, Wu'an, Hebei, and Yunnan. This represents the full launch of the nationwide ecological cooperation between Huati and Huawei Digital Energy.

2025.08.30

21:39

Hongmeng ecosystem service providers enter the fast lane of development, and the Hongmeng mobile office platform helps the digital transformation of government and enterprises

At the recent 2025 Hongmeng Ecosystem Conference Service Provider Forum in Shenzhen, mainstream OA vendors such as WeWei, Lanling, Zhiyuan Interconnect, Inspur Digital Enterprise, and Hengtuo Hi-Tech collectively announced that they have fully adapted many of their core office products to Hongmeng 5, introducing a number of innovative smart office solutions. This marks the official entry of mobile office platforms for government and enterprises into the Hongmeng stage, providing a new foundation for the digital transformation of Chinese enterprises that is secure, controllable, efficient, and intelligent. Currently, the Hongmeng ecosystem is showing strong momentum. More than 40 Huawei terminal products already support HarmonyOS 5. At the same time, mainstream mobile office platforms have essentially completed Hongmeng adaptation and are gradually expanding to more industries and scenarios, fully covering a wide range of ToB office scenarios.

18:30

Yu Chengdong discusses the details of the Huawei-SAIC cooperation

Richard Yu, Huawei's Executive Director and Chairman of the Device BG, revealed in a livestream on August 30th that while they initially rejected SAIC's partnership proposal due to "lack of resources and inability to execute," the two sides ultimately reached a partnership based on trust and perseverance, attaching strategic importance to Shangjie and adopting an all-in approach. Despite resource constraints, Huawei invested in core intelligent technology and design teams, sharing its past successes and failures with the "Four Jies" to strengthen Shangjie's foundation and solidify its position.

18:02

Shenzhen Polytechnic University and Huawei jointly establish the Artificial Intelligence Technology Industry College

According to Shenzhen Vision News, on August 29th, Shenzhen Polytechnic and Huawei Technologies Co., Ltd. signed a comprehensive cooperation agreement to deepen collaboration in artificial intelligence talent development and jointly establish the AI Root Technology Industry College. Leveraging Huawei's independently innovative ICT (information and communication) technologies (root technologies), the AI Root Technology Industry College will establish a new path for industry-university integration encompassing "systems, platforms, and communities." The college will jointly develop and continuously optimize talent development programs, supporting Shenzhen Polytechnic's comprehensive application of intelligent computing technologies and the development of high-quality programs.

17:14

Holiday spending fuels the boom in instant retail, with Meituan's non-catering instant retail orders exceeding 27 million on Qixi Festival.

On August 29th, Chinese Valentine's Day, Meituan's non-restaurant instant retail orders reached a new high of 27 million. Driven by the "Give Everything" flash sale, Meituan's overall gift spending reached a new high. Flower sales peaked, while sales of categories like digital computers, beauty products, and jewelry doubled. Consumers' per capita spending on 3C appliances, cosmetics, and skincare products increased significantly compared to last year's Chinese Valentine's Day. On Chinese Valentine's Day, sales of various digital products and small appliances on the platform increased exponentially: electric shavers and children's smartwatches saw sales increase by over sixfold year-on-year; cervical massagers saw sales increase by over three times; and Polaroid cameras doubled. Gold jewelry sales increased by over sixfold year-on-year, while pearl jewelry saw a four-fold increase. Sales of cosmetics and skincare products, such as lotions and perfumes, increased by over two times. Sales of sports equipment, such as running shoes and sports T-shirts, saw a five-fold increase. Premium flowers, such as Disney co-branded IP bouquets and cultural and museum-themed new Chinese-style bouquets, became the mainstream gift choice for consumers, driving Meituan's flower sales to a new high. This year's Qixi Festival saw a trend toward more diversified and high-quality gifting, expanding from flowers to a full range of product categories. This drove significant sales growth in high-priced categories such as digital computers, beauty and skincare, and jewelry, leading to a surge in both order volume and average order value. As Qixi Festival gifting evolved from flowers and chocolates to flash sales of everything, instant retail became a key driver of business growth for major brands and retailers. On Qixi Festival, over 500 brands and retailers across beauty, consumer goods, fast-moving consumer goods, department stores, and alcohol saw sales multiply year-over-year on the platform, including Huawei, Sephora, Watsons, All Cotton Time, and Waima Wine Delivery.

2025.08.29

16:32

Huawei's sales revenue in the first half of the year was 427 billion yuan.

16:32

Huawei's net profit reached 37 billion yuan in the first half of the year, lower than 54.6 billion yuan in the first half of 2024.

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