计算机行业周报（5.6-5.9）：华为首款鸿蒙电脑正式亮相-20250513

Investment Rating - The industry investment rating is "Outperform the Market" [2][41]. Core Viewpoints - Huawei's first HarmonyOS computer has officially debuted, showcasing significant security and autonomy advantages, which are expected to lead to widespread adoption in sectors such as government and finance. Companies within the Harmony ecosystem are likely to benefit [3][5]. - The HarmonyOS computer is equipped with the HarmonyOS 5 operating system and supports over 1,000 external device connections, indicating a robust application ecosystem. Huawei plans to invest 6 billion yuan to incentivize developers, aiming for over 2,000 native applications by 2025 [3][5]. - The report emphasizes the potential of the HarmonyOS computer to become a third major commercial operating system alongside Windows and MacOS, particularly in data-sensitive industries [3]. Summary by Sections Industry Investment Rating - The industry is rated as "Outperform the Market," indicating expectations for better performance compared to benchmark indices over the next 6-12 months [41]. Key Developments - Huawei's HarmonyOS computer was launched on May 8, 2025, marking a significant step in the company's transition to the "Harmony Era" [2][3]. - The computer supports a wide range of applications and devices, with over 300 applications already adapted and a target of 2,000 by the end of the year [3]. Investment Recommendations - Investors are advised to focus on companies related to the Harmony ecosystem, such as Softcom Power, Runhe Software, and Tuo Wei Information. Additionally, companies with strong fundamentals and minimal tariff impacts, like Hehe Information, are recommended [5].