计算机行业快报：纯血鸿蒙正式发布，应用生态快速拓展

Investment Rating - The report maintains an investment rating of "Leading the Market - A" for the computer industry [1]. Core Insights - The release of HarmonyOS NEXT marks a significant upgrade in system performance, security, intelligence, and multi-device connectivity, with overall system smoothness improved by over 30% and battery life extended by nearly one hour [1]. - The ecosystem of HarmonyOS is rapidly expanding, with over 15,000 native applications currently available and a target of reaching 500,000 applications in the near future, ultimately aiming for 2 million applications [2]. - The report highlights the successful migration of top 5,000 applications to HarmonyOS, which meets 99.9% of user usage time, and anticipates a peak in the migration of long-tail applications in the next 1-2 years [2]. Summary by Sections Market Performance - The computer industry has shown a strong market performance over the past year, driven by advancements in HarmonyOS and its ecosystem [1]. Key Developments - HarmonyOS NEXT was officially launched on October 22, with over 1.5 million devices now running the operating system, covering 18 industries and over 38 million enterprises [2]. - The introduction of a new security architecture enhances user privacy by managing data access rather than just permissions [1]. Investment Recommendations - Focus on companies closely collaborating with Huawei and demonstrating high technical completion, such as Softcom Power, Zhongsoft International, and Fabben Information, as they are expected to benefit from the ongoing migration to HarmonyOS [2]. - Anticipation of the launch of HarmonyOS PC products by the end of the year, which is expected to boost Huawei's PC sales, highlighting manufacturers like Zhiwei Intelligent and Softcom Power as key players [2].