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华为鸿蒙点评:华为HDC召开在即,国产操作系统进入新阶段
ZHESHANG SECURITIES·2025-06-12 12:56

Investment Rating - The industry investment rating is "Positive" (maintained) [7] Core Insights - The upcoming Huawei Developer Conference (HDC) from June 20-22, 2025, marks a new phase in the domestic operating system landscape, with a focus on Ascend computing power, the HarmonyOS ecosystem, and robotics [1][2] - Historically, HDC has been a key event for Huawei to launch significant products, and it is anticipated that HarmonyOS 6.0 will be showcased at this year's conference [2] - The conference agenda emphasizes HarmonyOS, Huawei Cloud, and AI applications, aiming to empower developers and enhance the developer ecosystem, which will further promote the rise of the HarmonyOS in the domestic market [3] Summary by Sections Section: Developer Conference Highlights - The HDC will feature sessions on HarmonyOS, CloudMatrix 384 super-node technology, and AI application development, showcasing Huawei's latest products and technologies [3] Section: HarmonyOS Ecosystem - HarmonyOS has become the second-largest operating system in the Chinese market, with a brand recognition rate of 91%, over 7.2 million registered developers, and more than 1 billion users across various devices [4] - The ecosystem includes over 20,000 native applications and meta-services, covering 18 verticals, and aims to meet 99.9% of user usage time needs [4] Section: Related Companies - Companies to watch include Runhe Software, Softcom Power, Dongfang Zhongke, Zhiwei Intelligent, Chipsea Technology, Changshan Beiming, Jiulian Technology, Sichuan Changhong, and Tuwei Information [5]