计算机：信创进入加速期，迎来“鸿蒙时代”

Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [6]. Core Viewpoints - The report highlights the acceleration of domestic innovation in the computing industry, particularly with the launch of Huawei's HarmonyOS NEXT, which has become the third-largest mobile operating system globally, surpassing Apple's iOS in market share within China [8][9]. - The report emphasizes the importance of the "Xinchuang" (domestic innovation) initiative, which is expected to gain momentum with supportive policies and the increasing adoption of domestic technologies [10]. - The construction of the Harmony ecosystem is being expedited, with local governments like Shenzhen implementing supportive measures for the development of Harmony native applications [12]. Summary by Sections Industry Overview - The closing index is at 4688.75, with a 52-week high of 5095.65 and a low of 2805.53 [3][4][5]. Key Companies and Investment Recommendations - Recommended companies for system development services include Softcom Power, Runhe Software, and others, with specific buy ratings assigned to several firms [13]. - The report provides earnings forecasts and investment ratings for key companies, such as Softcom Power (Buy) and Runhe Software (Buy), with respective closing prices and market capitalizations detailed [14][18][22][25][31].