计算机：鸿蒙誓师大会举办，鸿蒙生态再迎里程碑

Investment Rating - The report assigns an "Accumulate" rating for the industry, consistent with the previous rating [2]. Core Viewpoints - The HarmonyOS NEXT architecture has undergone a comprehensive upgrade, enhancing user experience through AI empowerment and is set to officially launch public testing on October 8, 2024, marking a significant step towards full commercial use [3][4]. - The introduction of Harmony PC is expected to drive unexpected growth in the industry, filling a crucial gap in Huawei's smart IoT ecosystem and catering to deep office and entertainment needs [4]. Summary by Sections Event Overview - The HarmonyOS NEXT launch event was successfully held, with participation from major partners like Baidu, Bilibili, and Tencent, indicating strong industry collaboration [4]. Technological Advancements - The new system architecture of HarmonyOS NEXT shows over a 10% performance improvement compared to Linux, with a threefold increase in cross-device connection speed and a 20% reduction in power consumption [4]. - The architecture includes a fully autonomous kernel, distributed soft bus technology, and enhanced AI capabilities, facilitating seamless resource sharing and service flow across devices [4]. Market Potential - As of mid-September 2024, over 10,000 native Harmony applications have been launched, covering 18 verticals and meeting 99.9% of user engagement time [4]. - The report highlights that the transition to Harmony PC will enhance user scenarios and is anticipated to significantly boost the Harmony ecosystem's growth [4]. Recommended Stocks - The report recommends stocks such as Softcom Power, Tuo Wei Information, and China Software International for investment, while suggesting that Runhe Software and Chengmai Technology will also benefit from the developments in the Harmony ecosystem [4][6].