鸿蒙5，突破

Core Insights - HarmonyOS has achieved a significant milestone with over 10 million devices running HarmonyOS 5 as of July 30, 2025, indicating a robust user base and commercial potential for the ecosystem [1][3][5] - The unique ecological strategy of HarmonyOS, which emphasizes "one development, multi-end deployment," has facilitated rapid adaptation of applications, contributing to its swift growth [5][6] Group 1 - HarmonyOS 5 marks a breakthrough as China's first fully self-developed operating system, showcasing significant progress in the operating system domain [5] - The ecosystem has seen a rapid transformation, with over 40 Huawei terminal products now equipped with HarmonyOS 5, reflecting the system's growing adoption [5] - Huawei regained the top position in the domestic smartphone market with an 18.1% share in Q2 2025, attributed to the enhanced user experience provided by HarmonyOS 5 [5] Group 2 - Analysts suggest that the HarmonyOS ecosystem is entering an ascending phase, transitioning from initial growth to a more mature state, which could lead to richer application scenarios and deeper technological exploration [6] - The integration of HarmonyOS across various devices, including computers, enhances cross-device collaboration, breaking down barriers and allowing seamless data flow [5]