鸿蒙生态冲刺：鸿蒙电脑预约量超12万，手机备货量激增

Group 1 - Huawei's HarmonyOS foldable computer has seen over 90,000 reservations, with total reservations exceeding 120,000 within 48 hours of its launch [1] - The nova series has a stock volume that is double that of the previous generation, indicating optimistic sales prospects [1] - HarmonyOS is viewed as a key strategy for Huawei to penetrate the mainstream consumer market, especially after the launch of the nova series and upcoming flagship phones [1] Group 2 - Huawei's internal project "543" aims to integrate AI into the HarmonyOS ecosystem, enhancing user experience through differentiated features [2] - The AI assistant "Xiao Yi" is evolving to become an integral part of HarmonyOS, showcasing advanced capabilities such as emotional recognition and immersive dialogue [3] - As of the end of last year, over 20,000 native HarmonyOS applications and services have been launched, with a target of reaching 100,000 applications to meet consumer demand [3] Group 3 - Huawei has made significant investments in the HarmonyOS ecosystem, with over 30 system updates and 150 new features since the launch of HarmonyOS 5 [5] - The nova series has played a crucial role in Huawei's market performance, leading the Chinese smartphone market with a 19.4% share in Q1 [5][6] - HarmonyOS has surpassed Apple's iOS in market share for four consecutive quarters, reaching 19% in Q4 2024, indicating a shift towards a "three-horse race" in the global mobile operating system market [6] Group 4 - The success of the nova 14 series will depend on pricing strategies and production capacity, as it aims to penetrate the mid-to-high-end market [6] - Huawei's future success in overseas markets will require maintaining a production scale of several tens of millions of units annually to support the HarmonyOS ecosystem [6]