工信部推动鸿蒙生态建设：万亿级市场重构与资本叙事新逻辑

Core Insights - The Ministry of Industry and Information Technology of China has emphasized the importance of promoting more apps on the Harmony application store, marking a strategic elevation of the Harmony ecosystem and indicating a significant shift towards ecological expansion in China's operating system landscape [1][3] - The Harmony system is positioned as a key player in breaking the monopoly of foreign operating systems, driven by policy incentives, capital influx, and technological advancements [1][3] Policy Incentives - The MIIT has outlined three major initiatives to enhance the Harmony ecosystem: promoting app listings, supporting open-source collaboration, and accelerating scenario integration [3] - Local governments are providing substantial financial support, such as Wuhan's 30 million yuan reward for native Harmony app development and Shenzhen's plan to reach 1 billion Harmony devices by 2025 [3][4] - As of Q1 2025, the Harmony ecosystem has surpassed 1 billion devices, with over 7.2 million developers and more than 20,000 native applications, reflecting a 300% increase from 2024 [3][4] Market Expansion - The Harmony ecosystem has achieved coverage of over 1 billion smart terminals, a 45% increase from the previous year, with expectations of adding 500 million new devices in 2025 [5][7] - The ecosystem supports over 800,000 applications across various sectors, with significant improvements in user engagement and operational efficiency in government and industrial applications [7] Technological Advancements - The distributed architecture of Harmony has improved cross-device collaboration efficiency by 40%, while the microkernel design allows for system iterations to be three times faster than traditional operating systems [8][9] - Development cycles have been significantly reduced, with low-code tools cutting adaptation time from 10 months to 3 weeks, leading to a 90% reduction in development costs for certain applications [9][10] Capital Influx and Ecosystem Feedback - The capital market is actively investing in companies involved in Harmony system development, with notable revenue growth reported by firms like Chengmai Technology and Runhe Software [9][10] - The number of Harmony developers has reached 7.2 million, with a 35% increase from 2024, and the average salary for Harmony developers is 30% higher than traditional Android developers [10][12] Industry Transformation - The rise of the Harmony ecosystem is not just a technological shift but also a reconstruction of the digital economy's foundational infrastructure in China [14] - The ecosystem is creating a self-sustaining commercial loop, with significant market opportunities emerging as developers transition from dependency to self-sufficiency [12][14]