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Investment Rating - The industry investment rating is "看好" (positive outlook), indicating a relative performance stronger than the benchmark index by more than 5% [81]. Core Insights - Huawei's Euler operating system has become a key player in the domestic server operating system market, with a significant increase in installed capacity from 1.03 million units in 2022 to 6.1 million units in 2023, achieving a market share of 36.8%, an increase of 11.1 percentage points year-on-year [17][67]. - The openEuler community has attracted over 20,000 contributors and has a download reach across 152 countries and 1,973 cities, showcasing its global integration and collaborative innovation [28][29]. - The discontinuation of CentOS is expected to drive migration towards domestic operating systems, with openEuler ranking fourth in user migration willingness in 2023 [67][70]. Summary by Sections 1. Background of Huawei Euler - Huawei Euler was developed as an enterprise-level operating system, evolving through internal product commercialization and the establishment of the openEuler open-source community [3][6]. - The system has become a crucial component in China's digital transformation, driven by the need for secure and unified operating systems in various sectors [6][7]. 2. Features and Advantages of Huawei Euler - openEuler supports a wide range of application scenarios, covering major computing architectures and ensuring 100% compatibility with mainstream applications [21][24]. - The community has established connections with upstream and downstream ecosystems, enhancing collaboration and innovation [28]. - The system emphasizes security, integration, and long-term support, making it suitable for stable operational environments [30][31]. 3. Latest Developments - openEuler is accelerating its integration with AI technologies, highlighted at the OSSUMMIT EU 2024, where discussions on the convergence of open-source operating systems and AI took place [35][36]. - The introduction of new versions targeting edge computing and embedded systems reflects its adaptability to emerging technological trends [24][35]. 4. Relationship with HarmonyOS - openEuler and HarmonyOS are designed to work together, sharing capabilities and fostering an ecosystem that supports various application scenarios [38][39]. - The collaboration aims to simplify interconnectivity and promote cross-domain innovation [41][42]. 5. Development Opportunities for Huawei Euler - The discontinuation of CentOS presents a significant opportunity for openEuler, as many users are looking to migrate to alternative operating systems [67]. - The Chinese government's policies are increasingly supportive of domestic software development, creating a favorable environment for the growth of the domestic operating system market [72][73]. - The low current domestic operating system penetration rate indicates substantial room for growth and replacement opportunities in the market [73].