计算机：“纯血鸿蒙”正式上线，生态红利加速释放

Investment Rating - The report maintains an investment recommendation for the computer industry [1] Core Insights - The official launch of HarmonyOS NEXT on October 8, 2024, marks a significant step in building a full-scenario application ecosystem, with initial models including Huawei Mate 60 series, Mate X5 series, and MatePad Pro 13.2-inch series [1] - The new HarmonyOS NEXT is developed based on a microkernel architecture, featuring a new system structure, native AI capabilities, distributed soft bus, and Star Shield security architecture, aiming for comprehensive intelligence from the kernel to system applications [1] - The WeChat native version for HarmonyOS has begun internal testing, with over 20 Tencent products adapting to the HarmonyOS NEXT version, indicating strong support from major applications [1] - Huawei has launched an incentive program for developers to encourage the creation of native HarmonyOS applications, with a commitment to invest 6 billion yuan annually to foster innovation within the ecosystem [1] Summary by Sections - Event Overview: HarmonyOS NEXT public testing commenced on October 8, 2024, with several Huawei devices eligible for upgrade through the "My Huawei" app [1] - Application Development: The number of officially launched apps in the Harmony ecosystem has nearly doubled from 577 at the end of June to over 1100 by October 2024 [1] - Developer Engagement: As of September 2024, the number of registered developers in Huawei's developer alliance has surged to 6.75 million, significantly enhancing the Harmony ecosystem [1] - Recommended Companies: The report suggests focusing on companies such as Softcom Power, Runhe Software, and others involved in the HarmonyOS ecosystem [1]