Huawei enters the scene! The concept of AI programming experiences a collective explosion

The AI programming sector performed strongly on February 27, with Pu Yuan Information, Jin Modern, and Xin Ju Network hitting the daily limit; Hao Yun Technology and Zhongcheng Technology surged over 10%.

In terms of news, according to China Fund News, Huawei Cloud CodeArts’ code intelligence beta version was officially released on the afternoon of February 26. Huawei Cloud CodeArts is an intelligent coding solution integrating large code models, IDE (Integrated Development Environment), and autonomous development modes.

Minsheng Securities stated that with the development of AI, “AI + industry applications” are accelerating their implementation, and in the future, they are expected to recreate the high prosperity seen in “Internet + industry applications.” AI programming has already become one of the core applications where AI is first implemented. Several major tech giants domestically and internationally have launched AI programming-related products, and AI may soon disrupt its “creator”—AI programming itself.

Public information shows that in the AI programming field, leading large model applications include Anthropic’s Claude, MINIMAX’s M2.1, xAI’s Grok Code, and Kimi K2.5 from the Dark Side of the Moon, among others.

The hot funding and performance growth of overseas AI programming applications further validate the explosive potential of AI programming. For example, AI programming product Cursor received a total of $2.3 billion in funding in November 2025, with a valuation of $29.3 billion. The annual recurring revenue (ARR) of two leading products, Claude Code and GitHub Copilot, exceeded $500 million and $300 million respectively.

According to Grand ViewHorizon, the global AI coding tools market was valued at $6.111 billion in 2024 and is expected to reach $26.033 billion by 2030, with a compound annual growth rate (CAGR) of 27.1% from 2024 to 2030.

Domestically, according to Yiou Think Tank, China’s AI code generation market reached 6.5 billion RMB in 2023, and is projected to grow to 33 billion RMB by 2028, with a CAGR of 38.4%.

In terms of individual stocks, market attention is focused on development tools and platform layer companies like Zhuoyi Information, Pu Yuan Information, Jin Modern; infrastructure support layer companies like Xin Ju Network and Xie Chuang Data; industry solution layer companies like Hao Yun Technology and Zhejiang University NetNew; and comprehensive technical service layer companies like Zhongcheng Technology.

(Original source: Oriental Fortune Research Center)