计算机行业专题报告：华为产业链：纯血鸿蒙，自主内核，自主生态

Investment Rating - The industry investment rating is "Positive" (maintained) [3][27]. Core Insights - The HarmonyOS system is evolving with the introduction of HarmonyOS NEXT, a fully self-developed operating system that eliminates 40% of redundant code, enhancing system efficiency and security [2][8]. - HarmonyOS NEXT is designed as an AI-centric native intelligent OS, integrating AI capabilities throughout its architecture, enabling seamless multi-device interactions and a unified ecosystem [2][10]. - The OpenHarmony project, supported by the OpenAtom Foundation, aims to create a comprehensive operating system framework for smart devices, promoting the development of the Internet of Everything [2][18]. Summary by Sections 1. HarmonyOS: A New Dawn - HarmonyOS is divided into two main product lines: OpenHarmony and HarmonyOS, with the latter being a commercial version based on the former [6]. - As of May 2024, 75 companies in Shenzhen have contributed to OpenHarmony, resulting in nearly 200 products and over 14 million lines of code [6]. 1.1 HarmonyOS NEXT System - HarmonyOS NEXT is a fully self-developed operating system that removes traditional AOSP code, focusing solely on the Harmony kernel and applications [2][8]. - The system architecture supports AI integration, enhancing user experience and system performance [10][21]. 2. Importance of HarmonyOS 2.1 For Information Security - HarmonyOS NEXT is the first operating system kernel to achieve international CCEAL6+ certification, emphasizing its focus on security and privacy [20]. - The system implements a unique security access mechanism to protect user data and privacy [20]. 2.2 For Users - The new architecture of HarmonyOS NEXT improves performance by 30% compared to previous versions, equating to advancements seen in chip manufacturing processes [21]. - The system supports native AI capabilities, enhancing user interaction and experience [21]. 2.3 For Partners - HarmonyOS promotes a collaborative ecosystem, investing 6 billion annually to incentivize developer innovation [22]. - The developer community has grown significantly, with 6.75 million registered developers and over 10,000 applications available on the HarmonyOS NEXT market [22]. 3. Recommended Companies - Companies to watch include Runhe Software, Softcom Power, China Software International, Chengmai Technology, and others related to HarmonyOS [3][23].