鸿蒙PC正式发布，关注鸿蒙投资机遇

Investment Rating - The report maintains a "Positive" investment rating for the industry [7] Core Viewpoints - The official release of the HarmonyOS 5-based Hongmeng PC marks Huawei's entry into the domestic operating system market, which is expected to gradually increase its market share amid accelerated domestic substitution [2][11] - The Hongmeng PC is anticipated to fill the existing gap in the PC ecosystem, enhancing Huawei's "1+8+N" all-scenario strategy, which aims for seamless connectivity across devices [11] - Over 1,000 applications have been adapted for the Hongmeng PC since May 8, with expectations to support over 2,000 applications by the end of the year, covering various user needs [11] - The Hongmeng operating system meets the technical requirements for safety and reliability, which may allow it to enter the domestic trusted operating system market [11] - The report suggests focusing on the Huawei Hongmeng PC supply chain and open-source Hongmeng operating system developers as potential investment opportunities [2][11]