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计算机行业周报:华为召开系列峰会,原生鸿蒙正式版即将上线
上海证券·2025-03-19 06:18

Investment Rating - The report maintains an "Overweight" rating for the computer industry [6] Core Viewpoints - Huawei is expanding its ecosystem with a series of upcoming summits focused on AIoT and the integration of HarmonyOS [2] - The official launch of the native HarmonyOS version is imminent, with significant updates and new features expected [3] - The upcoming release of HarmonyOS-based products, including PCs, is anticipated due to the expiration of Microsoft's supply license [3] Summary by Sections Market Review - During the week of March 10-14, the Shanghai Composite Index rose by 1.39%, while the computer index (Shenwan) fell by 1.36%, underperforming the Shanghai Composite by 2.75 percentage points [1] Investment Suggestions - Recommended companies to focus on include: - For Ascend: Digital China, Softcom Power, Huafeng Technology, Taijia Co., Shenling Environment, etc. - For HarmonyOS: Softcom Power, Runhe Software, Chipsea Technologies, China Software International, Zhuoyi Information, Dineike, Yaxin Security, Bee Assistant, Jiulian Technology, etc. [4]