软件与服务：鸿蒙PC将于5月发布，华为终端全面进入鸿蒙时代

Investment Rating - The industry investment rating is "Positive" and is maintained [5] Core Viewpoints - Huawei's terminal will fully enter the HarmonyOS era with the launch of Harmony PC in May 2025, leveraging its cross-platform collaboration advantages to penetrate the desktop operating system market and reshape the market landscape [1][3][8] - The launch of Harmony PC is expected to enhance user experience and productivity, allowing seamless switching between mobile, tablet, and PC devices, thus improving HarmonyOS's competitiveness in the market [8] - Huawei's Windows license is nearing expiration, making the adoption of a domestically produced PC solution imperative, which may prompt other Chinese PC manufacturers to consider similar strategies [8] - HarmonyOS aims to become one of the top three computer operating systems globally, potentially altering the current market dynamics dominated by Windows and macOS [8] Summary by Sections Event Description - On March 20, Huawei announced at the Pura Pioneer Festival that it will launch Harmony PC in May 2025, marking the full transition of Huawei terminals into the HarmonyOS era [3] Market Opportunities - The report suggests focusing on 1) manufacturers related to the commercial release of HarmonyOS and 2) hardware suppliers for Harmony PC, which are expected to gain market share as Harmony PC is launched [1][8]