计算机：“纯血鸿蒙”公测，鸿蒙生态再提速

Investment Rating - The report assigns an "Accumulate" rating for the industry, consistent with the previous rating [2][11]. Core Viewpoints - The launch of the "Pure Blood Harmony" public beta significantly accelerates the Harmony ecosystem, with over one million users applying for access within a week [4]. - The HarmonyOS NEXT system has improved user interaction and security, with a smoother experience and enhanced AI capabilities [4]. - Major applications like WeChat have launched native versions for Harmony, and the upcoming Harmony PC version is expected to drive further growth in the ecosystem [4]. Summary by Sections Investment Recommendations - Recommended stocks include Softcom Power, Tuo Wei Information, China Software International, and Kingsoft Office, with benefiting stocks being Runhe Software and Chengmai Technology [4]. Key Developments - The public beta of "Pure Blood Harmony" started on October 8, with initial models including Huawei Mate 60 series and MatePad Pro 13.2 series [4]. - As of October 12, the number of Harmony ecosystem devices exceeded 900 million, with expectations for a commercial version release in Q4 [4]. User Experience Enhancements - The public beta version offers a more fluid interaction experience, with improved animation transitions and faster application switching [4]. - The system now provides minimal data access permissions, enhancing user privacy [4]. Ecosystem Growth - Over 13,000 native Harmony applications have been launched, with projections of 100,000 applications by year-end [4]. - Huawei plans to invest 6 billion yuan annually to support Harmony developers [4].