计算机行业：鸿蒙生态构建、代表性行业规模测算及推进节奏判断

Investment Rating - The report rates the computer industry as "Buy" [4]. Core Insights - The HarmonyOS system, as a leading domestic operating system, is growing robustly based on OpenHarmony. The evolution of Android serves as a reference, highlighting the importance of open-source and ecosystem development for profitability. Currently, HarmonyOS devices exceed 1 billion, with over 15,000 native applications available [4][24]. - The report anticipates that HarmonyOS will first be implemented in critical industries such as finance and energy, with broader applications expected as partnerships deepen [4][59]. - The report emphasizes the potential benefits for software outsourcing companies and industry information technology firms due to the development of HarmonyOS [4][59]. Summary by Sections Section 1: HarmonyOS as a Leading Domestic Operating System - HarmonyOS is designed for full-scenario, microkernel-based distributed operations, aiming for seamless connectivity among devices [24]. - The system comprises three parts: OpenHarmony (open-source), HarmonyOS (closed-source), and HarmonyOS NEXT (pure Harmony) [25][26]. Section 2: HarmonyOS Ecosystem Development and Market Size Estimation - The ecosystem will thrive around OpenHarmony and HarmonyOS, with significant market opportunities identified in various sectors [4][59]. - The report highlights the rapid advancement of HarmonyOS in specific industries, predicting that PC versions will begin pre-installation soon [4]. Section 3: Potential Benefits for Software Outsourcing and IT Companies - Companies like ChinaSoft International and Softcom Power are deeply involved in the development and application of HarmonyOS, contributing to its ecosystem [4][59]. - The report notes that these companies are well-positioned to leverage HarmonyOS's growth for improved profitability [4][59].