计算机行业周报：原生鸿蒙开始公测，生态搭建有望加速

Investment Rating - The report maintains a "Positive" outlook for the computer industry, expecting overall returns to exceed the CSI 300 Index by more than 5% in the next six months [14]. Core Insights - HarmonyOS NEXT has begun public testing, with expectations for commercial use in Q4 2024. The initial devices include Mate 60 series, X5 series smartphones, and MatePad Pro 13.2-inch tablets [4][6]. - The ecosystem of HarmonyOS is anticipated to expand rapidly, with over 10,000 applications and services already available, aiming for 500,000 native applications to meet user needs [10][11]. - Huawei plans to launch a PC version of HarmonyOS, enhancing its interconnected ecosystem and addressing data transfer issues across multiple devices [11][12]. Summary by Sections Sub-industry Ratings - Computer Software: Neutral [2] - Other segments such as IT Services, Cloud Services, and Industrial Internet have no specific ratings [2]. HarmonyOS NEXT Development - The public testing of HarmonyOS NEXT has attracted over a million sign-ups, with tens of thousands actively using the system. The new features include support for exFAT file systems and improved charging speeds [6][10]. - The architecture of HarmonyOS NEXT significantly enhances user experience through distributed multi-device collaboration, achieving a threefold increase in connection speed and a 20% reduction in power consumption [6][8]. Investment Recommendations - The report recommends investing in companies within Huawei's supply chain, such as Zhimi Intelligent, Softcom Power, Fabien Information, Cloudwalk Technology, and iFlytek, as HarmonyOS matures [5][13].