港股概念追踪 | 华为徐直军透露！今年鸿蒙生态构建最为关键 进展有望超预期(附概念股)

Group 1 - Huawei's Vice Chairman Xu Zhijun emphasized the importance of building the HarmonyOS native application ecosystem as a key strategic initiative for 2024, alongside the Kunpeng and Ascend ecosystems [1] - Shanghai Securities predicts that the progress of the HarmonyOS ecosystem will continue to exceed expectations, with the official launch of the Harmony Star River version in Q4 being a significant turning point [1][2] - Huawei aims to migrate over 5,000 applications currently used on smartphones to the HarmonyOS native operating system within 2024, achieving a unified operating system and application ecosystem [1] Group 2 - Over 4,000 applications have already joined the HarmonyOS ecosystem, with more than 600 applications from Guangdong province alone [1] - The development of HarmonyOS applications and devices is expected to unlock a market worth billions, with an estimated 20.8 billion yuan market generated from the migration of applications and an additional 32 to 48 billion yuan from new IoT devices over the next five years [2] - Several key applications, including Bilibili, Xiaohongshu, iQIYI, and WeChat, are in the process of developing HarmonyOS native applications [1][2]