计算机行业周报：鸿蒙PC发布，强化1+N布局

Investment Rating - The report indicates a positive outlook for the computer industry, expecting returns to exceed the CSI 300 index by more than 5% over the next six months [32]. Core Insights - The computer industry index rose by 1.92% during the week of May 6 to May 9, 2025, ranking 17th among 31 primary industries [4][26]. - Year-to-date, the computer industry has increased by 4.32%, outperforming the CSI 300 index by 6.57 percentage points [4][26]. - Huawei's HarmonyOS 5-powered PC is set to officially launch on May 19, 2025, after five years of development involving over 10,000 engineers and more than 2,700 core patents [4][12][24]. - The HarmonyOS ecosystem has surpassed 1 billion devices, with 7.2 million registered developers and over 110 million lines of code [4][13]. Summary by Sections Section 1: Harmony PC Launch and Features - The Harmony PC features cross-device experiences, allowing seamless integration between Huawei smartphones, tablets, and PCs [5][16]. - It incorporates system-level AI capabilities, enhancing user interaction through a smart assistant [17]. - The ecosystem is expanding, with over 150 dedicated applications in development and over 300 applications already adapted for the Harmony PC [21][24]. Section 2: Market Performance - Huawei is a leading player in the domestic PC market, with a projected 15% year-on-year growth in shipments for 2024, increasing its market share from 9% to 11% [6][24]. - The total shipment volume for desktop and laptop computers in mainland China is expected to reach 39.7 million units in 2024 [24][25]. Section 3: Investment Recommendations - The report recommends investing in companies within the Huawei ecosystem, including Softcom Power, Zhiwei Intelligent, Fabben Information, Cloud From Technology, and iFlytek [6][30].