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中软国际20251119
2025-11-20 02:16
Summary of Conference Call for Zhongsoft International Company Overview - Zhongsoft International is a key player in the development and deployment of the Harmony operating system, focusing on both B-end and C-end markets. The company has established partnerships with various hardware manufacturers and is actively involved in smart city projects and AI applications. Key Points Industry and Company Involvement - Zhongsoft International has a significant stake in Deep Kaihong, which recently completed a Series B financing round with a post-investment valuation of 5.4 billion yuan, planning to list on the Sci-Tech Innovation Board in 2026 [2][3] - The company is heavily investing in smart city projects, with planned investments in Xi'an of over 10 billion to 20 billion yuan annually for the next three years, and approximately 10.5 billion yuan in Longgang District, Shenzhen [2][3] Harmony Operating System Developments - Zhongsoft International holds over 60% of the contract share for Huawei's Harmony OS, with device connections reaching 1.19 billion units. Revenue from native application migration is expected to reach 400 to 500 million yuan by the end of the year, excluding Huawei's outsourcing projects [2][3][8] - The company plans to collaborate with hardware manufacturers like Loongson and Yisiwei to create an integrated model of chips, operating systems, and ecosystems, aiming for a scale of interconnected devices in the hundreds of billions [2][4] AI and Business Growth - The AI and Harmony business revenue is projected to double year-on-year by 2025, reaching approximately 2 billion yuan, primarily through computing power leasing, domestic patent sales, and the AI Agent platform [2][6] - Zhongsoft International is developing an atomic service platform in collaboration with cultural tourism departments, which has already generated revenue in 2025 [5] Market Strategy and Competition - The Harmony virtual machine is currently free for C-end users, with plans to commercialize it for B-end clients alongside PC hardware launches in 2026 [7] - The company has a competitive edge in the open-source Harmony field due to its founding team from Huawei, leading code contributions, and extensive application capabilities across various sectors [9] Future Projections and Industry Trends - The company anticipates significant growth in the Harmony ecosystem by 2026, driven by government support and a focus on B-end device replacements in sectors like military and public security [12] - Zhongsoft International aims to become a core application supplier, leveraging new business opportunities through its atomic traffic platform [10] Additional Insights - The company is actively involved in AR and AI integration, enhancing operational efficiency and reducing costs through AI assistants in various industries [14][16] - Zhongsoft International is positioned to benefit from national policies promoting the development of domestic operating systems, with Harmony OS being specifically highlighted [11] This summary encapsulates the critical insights and developments discussed during the conference call, highlighting Zhongsoft International's strategic initiatives and market positioning within the Harmony operating system landscape.
港股公告掘金 | 中国软件国际携手深开鸿与奕斯伟计算达成战略合作 共建“开源鸿蒙+RISC-V”双开源数字基础设施新生态
Zhi Tong Cai Jing· 2025-11-17 15:26
Major Events - Shandong Xinhua Pharmaceutical Co., Ltd. received the approval notice for the listing application of fumaric acid vonoprazan chemical raw materials [1] - HeYue Pharmaceutical showcased long-term efficacy and safety data from the clinical III MANEUVER study of pitmiprazole at the CTOS 2025 conference [1] - China Software International partnered with Deep Open Hong and Yiswei Computing to build a new ecosystem for "open-source HarmonyOS + RISC-V" digital infrastructure [1] - China General Nuclear Power Corporation's Zhaoyuan Unit 1 is set to begin full construction [1] - Hengrui Medicine's fumaric acid teglutide injection received approval for clinical trials [1] - China National Nuclear Corporation signed an intention procurement agreement for cobalt-60 irradiation sources with the Brazilian National Nuclear Energy Commission [1] Operating Performance - China Railway Construction Corporation recently won several major projects with a total investment of 49.629 billion yuan [1] - Geely Automobile reported a net profit of 3.82 billion yuan for the third quarter, a year-on-year increase of 59% [1] - China Resources Power's subsidiary power plants achieved a cumulative electricity sales volume of 185 million megawatt-hours in the first ten months, a year-on-year increase of 6.5% [1] - Leap Motor reported a net profit of 150 million yuan for the third quarter, maintaining the top sales position among new force brands in China for eight consecutive months [1] - Huazhu Group's net profit attributable to shareholders for the third quarter was 1.5 billion yuan, a year-on-year growth of 15.4% [1] - Air China saw a year-on-year increase of 8.7% in passenger turnover in October [1] - China Eastern Airlines reported a year-on-year increase of 10.58% in passenger turnover in October [1]
中国软件国际携手深开鸿与奕斯伟计算达成战略合作 共建“开源鸿蒙+RISC-V”双开源数字基础设施新生态
Zhi Tong Cai Jing· 2025-11-17 11:04
Core Viewpoint - China Software International (00354) has signed a strategic cooperation agreement with Shenzhen Kaihong Digital Industry Development Co., Ltd. and Beijing Yiswei Computing Technology Co., Ltd. to build a dual open-source ecosystem centered on "Open Source Harmony + RISC-V" [1][2] Group 1: Technical Aspects - The three parties will establish a joint technical team focusing on deep adaptation and collaborative development of "RISC-V chips + KaihongOS," addressing key technical areas such as operating system kernel adaptation, driver development, performance optimization, security reinforcement, and AI empowerment [1] - The collaboration aims to create a stable and efficient software-hardware collaborative foundation [1] Group 2: Product Development - The partnership will leverage each company's strengths to jointly develop edge computing products and industry solutions, including traffic MEC, education IWB, and industrial quality inspection AOI, as well as chip products and solutions in smart home, robotics, and industrial sectors [1] - The initiative will gradually expand to smart terminals based on "RISC-V + KaihongOS" [1] Group 3: Market and Ecosystem Expansion - The market strategy will initially focus on smart transportation and gradually extend to public services and various industry sectors, while also exploring overseas market opportunities to enhance the international competitiveness of the domestic dual open-source ecosystem [2] - The collaboration will participate in open-source community building and technical standard formulation, promoting interface recognition and resource sharing [2] - The dual open-source ecosystem aims to construct a self-sufficient technology system encompassing "chip architecture - operating system - applications," breaking the global monopoly of X86 and ARM [2] - The initiative is driven by market demand, promoting deep collaboration among chips, software, and terminal entities to create new scenarios, applications, and models in the era of intelligent connectivity [2]
中国软件国际(00354)携手深开鸿与奕斯伟计算达成战略合作 共建“开源鸿蒙+RISC-V”双开源数字基础设施新生态
Zhi Tong Cai Jing· 2025-11-17 10:05
Core Viewpoint - China Software International (00354) has signed a strategic cooperation agreement with Shenzhen Kaihong Digital Industry Development Co., Ltd. and Beijing Yiswei Computing Technology Co., Ltd. to build a dual open-source ecosystem centered on "Open Source Hongmeng + RISC-V" [1][2] Group 1: Technical Aspects - The three parties will establish a joint technical team focusing on deep adaptation and collaborative development of "RISC-V chips + KaihongOS," referencing the "Wintel model" [1] - Key technical directions include operating system kernel adaptation, driver development, performance optimization, security reinforcement, and AI empowerment [1] Group 2: Product Development - The collaboration aims to create edge computing products and industry solutions, including traffic MEC, education IWB, and industrial quality inspection AOI, as well as chip products and solutions in smart home, robotics, and industrial sectors [1] - The initiative will gradually expand to smart terminals based on "RISC-V + KaihongOS" [1] Group 3: Market and Ecosystem Development - The market strategy will initially focus on smart transportation and gradually extend to government, public welfare, and industrial sectors, while exploring overseas market opportunities to enhance the international competitiveness of the domestic dual open-source ecosystem [2] - The collaboration will participate in open-source community building and technical standard formulation, promoting interface recognition and resource sharing [2] - The core of the "Open Source Hongmeng + RISC-V" ecosystem is to establish a self-sufficient technology system across the "chip architecture - operating system - application" chain, breaking the global monopoly of X86 and ARM [2] Group 4: Strategic Goals - The three parties aim to replicate the successful logic of Wintel and AA combinations to create a globally competitive third-generation mainstream software and hardware ecosystem, providing core support for digital economic development [2] - The collaboration is expected to leverage complementary resources to accelerate the industrialization of the "Open Source Hongmeng + RISC-V" ecosystem, solidifying the company's core position in the domestic basic software and hardware ecosystem and creating long-term value for shareholders [2]
中国软件国际(00354.HK)携手深开鸿与奕斯伟计算达成战略合作共建"开源鸿蒙+RISC-V"双开源数字基础设施新生态
Ge Long Hui· 2025-11-17 10:01
Core Viewpoint - The strategic cooperation agreement signed between China Software International, Shenzhen Kaihong Digital Industry Development Co., Ltd., and Beijing Yiswei Computing Technology Co., Ltd. aims to build a dual open-source ecosystem centered on "Open Source Hongmeng + RISC-V" to promote digital transformation across various industries [1][2][3] Technical Aspects - The three parties will form a joint technical team focusing on key technology areas such as operating system kernel adaptation, driver development, performance optimization, security enhancement, and AI empowerment [1][2] - The collaboration will reference the "Wintel model" to achieve deep adaptation and coordinated development of "RISC-V chips + KaihongOS" [1][2] Product Development - The partnership will leverage each company's strengths to jointly develop edge computing products and industry solutions, including applications in transportation, education, and industrial quality inspection [2] - There will be a gradual expansion into smart terminals based on "RISC-V + KaihongOS" [2] Market Strategy - The initial focus will be on smart transportation, with plans to expand into public services and various industry sectors, while also exploring overseas market opportunities [2] - The collaboration aims to enhance the international competitiveness of the domestic dual open-source ecosystem [2] Ecosystem Development - The three companies will participate in open-source community building and technical standard formulation to promote interface recognition and resource sharing [2] - Activities such as technology forums and developer conferences will be organized to cultivate the "Open Source Hongmeng + RISC-V" industrial ecosystem and lower innovation barriers [2] Strategic Importance - The dual open-source ecosystem aims to establish a comprehensive independent technology system encompassing "chip architecture - operating system - applications," breaking the global monopoly of X86 and ARM architectures [2] - The collaboration is expected to replicate the successful logic of Wintel and AA combinations, creating a globally competitive third-generation mainstream software and hardware ecosystem [2][3]
中国软件国际(00354) - 自愿性公告 - 中软国际携手深开鸿与奕斯伟计算达成战略合作共建「开源...
2025-11-17 09:53
香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈的內容概不負責, 對其準確性或完整性亦不發表任何聲明,並明確表示概不就因本公佈全部或任何 部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 CHINASOFT INTERNATIONAL LIMITED 中軟國際有限公司 * (於開曼群島註冊成立之有限公司) (股份代號:354) 自願性公告 在產品層面,結合各自優勢,聯合打造邊緣計算產品與行業方案(交通MEC、教 育IWB、工業質檢AOI等),智能家居、機器人、工業等領域的芯片產品與解決方 案等,並逐步拓展到基於「RISC-V+KaihongOS」的智能終端。 在市場層面,以智慧交通為切入點,逐步拓展至政務、民生、工業等更多公共事 業與行業領域;同步協同探索海外市場機遇,提升國產雙開源生態的國際競爭力。 在生態層面,共同參與開源社區建設與技術標準制定,推動接口互認與資源共享; 通過技術論壇、開發者大會等系列活動,聯合培育「開源鴻蒙+ RISC-V」產業生態 圈,降低行業創新門檻。 「開源鴻蒙+RISC-V」雙開源生態,核心是構建「芯片架構-操作系統-應用」全鏈 條自主技術體系,打破X86、A ...
中软国际(00354.HK)尾盘涨超4%
Mei Ri Jing Ji Xin Wen· 2025-11-17 08:08
每经AI快讯,中软国际(00354.HK)尾盘涨超4%,截至发稿,涨4.21%,报5.69港元,成交额2.16亿港 元。 (文章来源:每日经济新闻) ...
中软国际尾盘涨超4% 公司携手深开鸿与龙芯中科 联合打造“龙鸿体系”
Zhi Tong Cai Jing· 2025-11-17 08:01
Core Viewpoint - China Software International (中软国际) has signed a strategic cooperation agreement with Deepin Technology (深开鸿) and Loongson Technology (龙芯中科) to develop a comprehensive autonomous "Longhong System" based on "Open Source Harmony + LoongArch" [1] Group 1: Company Developments - China Software International's stock rose by over 4%, reaching HKD 5.69 with a trading volume of HKD 216 million [1] - The collaboration aims to leverage complementary resources among the three companies, focusing on software applications, system integration, and international market expansion [1] Group 2: Technological Collaboration - The partnership will utilize Deepin Technology's Open Source Harmony operating system, which features full-scene coverage, distributed characteristics, and low-latency technology [1] - Loongson Technology will provide support through its LoongArch instruction set chips and underlying solutions, enhancing the technological foundation of the "Longhong System" [1] Group 3: Market Strategy - The three companies will work together across four dimensions: technology, products, market, and ecosystem to accelerate the industrialization of the "Longhong System" [1]
港股异动 | 中软国际(00354)尾盘涨超4% 公司携手深开鸿与龙芯中科 联合打造“龙鸿体系”
智通财经网· 2025-11-17 07:57
Core Viewpoint - China Software International (中软国际) has signed a strategic cooperation agreement with Deepin Technology (深开鸿) and Loongson Technology (龙芯中科) to jointly develop a comprehensive autonomous "Longhong System" based on "Open Source Harmony + LoongArch" [1] Group 1 - China Software International's stock rose over 4%, reaching HKD 5.69 with a trading volume of HKD 216 million [1] - The collaboration aims to leverage complementary resources among the three companies, focusing on software applications, system integration, and international market expansion [1] - The partnership will enhance the "Longhong System" through deep collaboration in technology, products, market, and ecosystem [1]
赵刚在西安市调研座谈时强调坚定不移建设现代化产业体系 推动西安高质量发展迈出新步伐
Shan Xi Ri Bao· 2025-11-14 00:07
Core Viewpoint - The provincial government emphasizes the importance of building a modern industrial system and promoting high-quality development in Xi'an, aligning with national strategies and local advantages [1][2]. Group 1: Government Initiatives - The provincial government is committed to implementing an innovation-driven development strategy and expanding both domestic and international openness to enhance economic growth [2]. - There is a focus on stabilizing industrial production, promoting high-quality project construction, and revitalizing the real estate market to ensure effective investment and consumption recovery [2]. Group 2: Company Engagement - Zhao Gang visited Zhongruan International Technology Service Co., Ltd. to encourage the company to leverage Xi'an's rich application scenarios and enhance its information technology services to support the digital economy [1]. - At the Xidian Smart Industry Base project, the emphasis was placed on green, complete, and intelligent development, with a call for innovation and collaboration across the industrial chain [1]. - During a visit to the Yiswei Silicon Industry Base expansion project, the focus was on strengthening core technology development and enhancing product competitiveness to capture broader market opportunities [1].