传媒：鸿蒙生态升级或将助力AI产业

Investment Rating - The report maintains an investment rating of "Leading the Market-A" for the industry, indicating an expected investment return exceeding 10% over the next six months compared to the CSI 300 index [1]. Core Insights - The recent Huawei Developer Conference introduced HarmonyOS NEXT, an independent operating system that does not rely on traditional Unix or Linux kernels, showcasing Huawei's commitment to AI integration and system-level capabilities [1]. - HarmonyOS has achieved a market share of 17% in China as of Q1 2024, surpassing iOS to become the second-largest operating system in the country, with over 900 million devices and 2.54 million developers engaged in its ecosystem [1]. - The report emphasizes the potential for AI products to penetrate various sectors as leading domestic companies complete system restructuring, suggesting a significant growth opportunity in the AI industry [1]. Summary by Sections Industry Performance - The report highlights that HarmonyOS has transitioned into a full commercial phase since its establishment in 2015, with significant advancements in AI capabilities and user experience [1]. Market Share and Developer Engagement - According to Counterpoint Research, HarmonyOS's market share reached 17% in Q1 2024, with over 900 million devices and 2.54 million developers contributing to its ecosystem [1]. Investment Recommendations - The report suggests focusing on leading companies such as Tencent, NetEase, Meitu, and others, which are expected to benefit from the increasing penetration of AI products across various fields [1].