计算机行业跟踪周报：鸿蒙：操作系统下一个时代

Investment Rating - The report maintains an "Accumulate" rating for the computer industry [1] Core Viewpoints - The current landscape of domestic operating systems has many participants, with Harmony OS expected to become a significant player. The lack of a unified technical route may lead to resource wastage as application software needs to adapt to different operating systems to meet customer demands. The "Xinchuang" initiative is accelerating, with 2027 set as a key year for comprehensive replacement, and the process of domesticating smart terminals is expected to speed up [1][2] - The construction of the Harmony ecosystem requires substantial investment, with state-owned enterprises and partners playing crucial roles. The domestic operating system still lags behind overseas competitors, necessitating significant resource investment for technological innovation and ecosystem building. Reliance solely on individual enterprises is insufficient, and state-owned enterprises are expected to support Harmony's technological and ecosystem development [2][21] - The potential market space for Harmony OS is estimated to exceed one trillion yuan. The projected market size for Harmony OS in China for 2023 is 144.8 billion yuan. The IDC predicts that by 2027, China's IoT spending will approach 300 billion USD (approximately 2.1 trillion yuan), accounting for about a quarter of global IoT investment [3][38] Summary by Sections 1. Harmony OS as a Key Player - The report highlights that Harmony OS is poised to become a significant force in the domestic operating system market, with a unified technical path expected to reduce resource wastage [1][16] 2. Ecosystem Construction and Investment - The report emphasizes the need for substantial investment in the Harmony ecosystem, with state-owned enterprises and partners expected to play vital roles in its development [2][21] 3. Market Potential - The report estimates that the potential market size for Harmony OS in 2023 is 144.8 billion yuan, with significant growth expected in the IoT sector, projected to reach 300 billion USD by 2027 [3][38] 4. Investment Recommendations - The report suggests that companies within the Harmony ecosystem, such as Softcom Power, China Software, and AsiaInfo Security, are likely to experience accelerated growth as the domesticization process advances [3][40]