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国内算力需求不断释放 华为“鲲鹏+昇腾”产业链有望深度受益

Domestic computing power demand continues to be released, and Huawei's “Kunpeng+Shengteng” industry chain is expected to benefit deeply

cls.cn ·  Nov 10, 2023 07:38

① Currently, Huawei is speeding up the full integration of software, hardware, edge, end, and cloud. The Kunpeng and Shengteng Ecosystems have gathered more than 4.4 million developers and more than 6,000 partners. ② Dongguan Securities said that as the backbone of domestic computing power, Huawei is expected to participate deeply in the construction of domestic computing power projects, and the “Kunpeng+Shengteng” industry chain is also expected to benefit deeply.

At the World Internet Conference's Digital Economy Leading Modern Industrial System Construction Forum, Zhang Ping'an, executive director of Huawei and CEO of HUAWEI CLOUD, said that at present, Huawei is speeding up the full integration of soft, hard, edge, end, and cloud. The Kunpeng and Shengteng Ecosystems have gathered more than 4.4 million developers, more than 6,000 partners, more than 17,000 certified solutions, and built 72 talent bases for integrated production and education.

Since announcing the launch of a computing strategy with “Kunpeng+Shengteng” as the dual engine in 2020, it has now formed a computing power system based on Kunpeng's general computing power and Shengteng's intelligent computing power, covering the entire industry chain from low-level hardware and software to higher-level applications, and can provide comprehensive, complete, and integrated informatization solutions for all major industries. In order to accelerate the promotion of the “Kunpeng+Shengteng” computing ecosystem, Huawei proposed a “open hardware, open source software” strategy. Dongguan Securities said that with the continuous release of future computing power demand, in the context of independent computing power, Huawei, as the backbone of domestic computing power, is expected to participate deeply in the construction of domestic computing power projects, and the “Kunpeng+Shengteng” industry chain is also expected to benefit deeply.

According to the Finance Federation's theme library, among the relevant listed companies:

Xinchen TechnologyThe core product channel management cloud platform and blockchain service platform have passed the certification test of the entire Huawei ecosystem and obtained the certification certificate of Huawei's “Enterprise Solution Partner Program”.

Tsuneyama KitaakiBeiming Software, a wholly-owned subsidiary, is an important core strategic partner of Huawei. It cooperates with Huawei in all fields. It has five-diamond delivery capabilities for various products such as digital communication and IT, and has in-depth cooperation in innovative fields such as HUAWEI CLOUD, Shengteng, and Kunpeng.

The translation is provided by third-party software.


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