Core Insights - Huawei officially launched the HarmonyOS 6 developer Beta at the 2025 Huawei Developer Conference (HDC), showcasing innovative achievements in building the Harmony ecosystem with partners [1] - The company emphasizes the importance of AI capabilities in enhancing digital content creation, particularly in the field of digital reading, which has seen significant improvements in user engagement metrics [1][2] - Huawei's Cloud Kit upgrade aims to simplify application development for HarmonyOS, promising an 80% increase in development efficiency [8][10] - The "Harmony Star Plan" was introduced to incentivize developers, with a total investment of 100 million in cash and resources to support innovation within the ecosystem [16] Group 1: HarmonyOS and Digital Content - HarmonyOS 6 Beta has been launched, focusing on an open ecosystem and innovative capabilities to drive industry innovation and enhance user experiences [1] - Huawei Reading has improved AI layout capabilities, resulting in a 30-second reading rate and average reading duration increase, thus enhancing the efficiency of e-book generation [1] - The collaboration with Guomai Culture Media has led to a tenfold increase in user reading and payment growth within Huawei Reading [2] Group 2: Development Tools and Platforms - The upgraded Cloud Kit will be gradually opened for public testing, allowing developers to build core capabilities like cloud synchronization and storage with minimal code, significantly enhancing development efficiency [8] - The Notein app has successfully integrated Cloud Kit for file data synchronization, allowing developers to focus on core business logic and innovation [10] Group 3: Creative Content and Ecosystem Growth - Huawei Theme has undergone a comprehensive upgrade, introducing new open capabilities to assist creators in producing more creative content [4] - The Baihua Creative Service Platform has been upgraded to support various content forms and enhance the commercialization of IP content across media [14] - As of June 2025, the Huawei Developer Alliance has registered 8 million developers, indicating strong participation in ecosystem development [16]

Core Insights - Shenzhen Bosiyun Chuang Technology Co., Ltd. won the "Huawei Harmony Office Innovation Cooperation Award" at the Huawei Developer Conference 2025, recognizing its significant contributions to the Harmony intelligent office ecosystem [1][2] Company Strengths - Bosiyun Chuang focuses on providing digital creative solutions for global enterprises and teams, successfully creating a product matrix that covers multiple scenarios, including Pixso, boardmix, and Bosiyun AIPPT [5] - Pixso is a leading integrated online design tool in China, capable of replacing Figma, Sketch, XD, and Axure, covering the entire workflow from research to asset management [5] - Boardmix is an AI-powered platform that integrates personal knowledge management, team collaboration, and AIGC, serving as an optimal tool for brainstorming, project management, and information visualization [5] - Bosiyun AIPPT is a next-generation AI smart PPT tool that supports conversational creation and file/text conversion to PPT, featuring a vast array of high-quality templates and styles [5] Strategic Integration - Bosiyun Chuang is actively advancing the deep adaptation of its products Pixso, boardmix, and Bosiyun AIPPT with the HarmonyOS, enabling seamless switching across Huawei's Harmony devices for a smart collaborative office experience [6] Financial Backing and Experience - Established in 2021, Bosiyun Chuang has rapidly developed and completed multiple rounds of financing, including nearly 100 million yuan in the Pre-A round in 2022 and A round financing in 2023, attracting investments from notable institutions [7] - The founding team possesses over 10 years of experience in the collaborative office sector and has rich practical experience with enterprise clients, mastering core graphic design algorithms and real-time collaboration technologies [7] Future Outlook - As the Harmony operating system evolves and its ecosystem matures, Bosiyun Chuang aims to deepen its collaboration with Huawei, leveraging its technological advantages in digital collaborative office solutions to enhance the office collaboration experience for Harmony users [8]

Core Insights - The article highlights the commercial value of Huawei's HarmonyOS ecosystem, emphasizing the importance of developer engagement and innovative service delivery methods [1][2]. Group 1: HarmonyOS Ecosystem Components - The HarmonyOS ecosystem is driven by three main engines: Harmony Smart Agent, Meta Services, and the App Gallery, which collectively enhance developer success [2][5]. - Harmony Smart Agent aims to make applications "intelligent" by providing personalized and proactive user experiences, thereby increasing user engagement and activating existing value [2][5]. - Meta Services focus on reducing customer acquisition costs and enhancing service distribution, allowing for a more tailored service experience that meets diverse user needs [2][3]. Group 2: App Gallery and User Engagement - The App Gallery serves as a curated platform that connects applications with users' real-life needs, moving beyond traditional app stores to provide a more personalized experience [4][5]. - The introduction of a curation system by professional editors has significantly improved user engagement, with homepage click-through rates increasing by 294% and download conversion rates rising by 56% [5]. - The App Gallery also supports small developers and public welfare applications, ensuring a diverse and healthy ecosystem [5]. Group 3: Developer and User Growth - As of now, the number of HarmonyOS developers has surpassed 8 million, with over 40 Huawei devices running HarmonyOS and more than 30,000 native applications and meta services in development [6]. - The ecosystem is addressing the "chicken and egg" problem of user base and application experience, with collaborative efforts from developers, partners, and consumers [6]. - The future of the HarmonyOS ecosystem is envisioned as a thriving "Harmony Garden," encouraging developers to actively participate and seize opportunities within the ecosystem [6].

Core Insights - Huawei announced significant progress in the HarmonyOS ecosystem, with over 1 billion devices running the operating system and more than 8 million registered developers [1] - The company anticipates that the number of native HarmonyOS applications will reach 100,000 within the next six months, indicating a critical turning point in the ecosystem's growth [1] Developer Engagement - Developers showcased their applications at the HDC 2025, highlighting the collaborative environment fostered by HarmonyOS [2] - The platform's unique features, such as distributed capabilities, allow developers to create applications that seamlessly sync across devices, enhancing user experience [1][2] - Developers like Zhou Yongqi and Li Shangru shared their success stories, emphasizing the ease of developing and deploying applications across multiple devices [2][3] Ecosystem Growth - The HarmonyOS ecosystem is breaking down barriers between devices and applications, creating a new service landscape that benefits both developers and users [3] - Developers are experiencing tangible commercial success, with some reporting significant daily active users and annual revenues exceeding 1 million [3] - The ecosystem's growth is seen as a pathway for developers to achieve financial success, with early adopters likening their involvement to being "original shareholders" of HarmonyOS [3]

Core Insights - The HDC2025 conference showcased the "Harmony Era Partner Block," highlighting the commitment of young developers to the Harmony ecosystem, emphasizing its role as a platform for innovation and exploration [1] - The Harmony ecosystem is breaking down regional digital divides, enabling developers to create applications that seamlessly adapt across multiple devices, thus fostering innovation and collaboration among developers [2][5] - Policy incentives are accelerating the growth of the Harmony ecosystem, with over 20 provinces implementing talent policies that have led to an average salary increase of 43.1% for developers [4] - The Harmony ecosystem is increasingly recognized as a solution to social needs, with applications addressing issues such as elderly care and cultural preservation, demonstrating the technology's potential to improve lives [6][8] - The ecosystem is transitioning from a niche to a broader market presence, allowing local developers to become key players in the digital economy, thus reshaping value distribution in the tech landscape [9][10] Group 1 - The "Harmony Era Partner Block" at HDC2025 highlighted young developers' dedication to the Harmony ecosystem, showcasing their innovative spirit [1] - Developers like Guo Tingjin have successfully created popular applications, benefiting from the support of Huawei's technical team, which illustrates the ecosystem's nurturing environment [1][2] - The "one development, multi-device deployment" feature of Harmony OS allows applications to function seamlessly across various platforms, enhancing user experience [2] Group 2 - Over 20 provinces have introduced talent policies for Harmony developers, resulting in significant salary increases and improved job prospects [4] - The Harmony ecosystem is facilitating the development of applications that address pressing social issues, such as medication reminders for the elderly and cultural heritage preservation [6][8] - The ecosystem's growth is characterized by a shift from being technology-driven to being a platform for inclusive innovation, empowering local developers to lead in the digital economy [9][10]

Core Viewpoint - The article highlights the rapid growth and potential of the HarmonyOS ecosystem, emphasizing the increasing number of developers and applications, as well as the strategic interest from local governments in fostering this digital economy [1][2][3]. Group 1: Developer Engagement - As of 2023, HarmonyOS developers have generated a pre-tax income of 4 million yuan from a single application, showcasing the financial viability for individual developers [1]. - The number of HarmonyOS developers has surpassed 8 million, with over 30,000 applications and services currently in development [1]. - Developers are increasingly supported by local governments, which are offering policy incentives and resources to attract high-tech talent and enterprises [2]. Group 2: Government Initiatives - Local governments, such as Dongguan, have established significant funds (30 billion yuan for AI and 300 billion yuan for semiconductor support) to attract technology companies and talent [2]. - Shanghai has become the first government entity to adapt its applications to HarmonyOS, with around 500 local applications already integrated [3][4]. - Nanjing has launched a comprehensive plan to support the HarmonyOS ecosystem, including a special fund for over 400 applications in various sectors [4]. Group 3: Ecosystem Development - Shenzhen is focusing on the practical application of HarmonyOS in smart cities and transportation, with initiatives like the Guangdong Open Source HarmonyOS Innovation Center [5]. - The HarmonyOS ecosystem is expected to attract thousands of developers and hundreds of innovative companies across key sectors such as healthcare, finance, and manufacturing [5]. - The ecosystem is still in a "blue ocean" phase, providing personal developers with more opportunities compared to other ecosystems [6][7]. Group 4: Value Proposition - The true value of the HarmonyOS ecosystem lies in its ability to provide commercial opportunities for various ideas, supported by substantial resources that are not as accessible in other ecosystems [7].

Core Insights - The HarmonyOS developers are becoming highly sought after by local governments as they expand the ecosystem [1][3] - The number of HarmonyOS developers has surpassed 8 million, with over 30,000 applications and services currently in development [1][3] - Local governments are establishing significant funds and policies to attract high-tech enterprises and talent to their regions, viewing the HarmonyOS ecosystem as a strategic entry point for digital economic growth [3][5] Government Initiatives - Dongguan has set up a 30 billion AI special fund and a 300 billion semiconductor industry support policy to attract high-tech companies [3] - Shanghai has signed a memorandum with Huawei to become the first government agency to adapt its applications to HarmonyOS, with around 500 local applications expected to be adapted by May 2025 [4][5] - Nanjing is actively supporting the HarmonyOS ecosystem with a dedicated fund and initiatives to adapt over 400 applications in various sectors [5][6] Ecosystem Development - Shenzhen is focusing on the implementation of HarmonyOS in vertical scenarios like smart cities and transportation, with the establishment of the Guangdong Open Source HarmonyOS Innovation Center [6] - The HarmonyOS ecosystem is projected to attract thousands of developers and hundreds of innovative companies across key sectors such as healthcare, transportation, finance, and manufacturing [6][7] - The active participation of developers is increasing, with more resources and training materials becoming available, enhancing the overall ecosystem [7]

Summary of Huawei HDC 2025 Conference Highlights Industry and Company Overview - The conference focused on Huawei's advancements in the ICT sector, particularly in AI, HarmonyOS, and cloud computing solutions [2][14]. Key Points and Arguments 1. **HarmonyOS 6 Launch**: HarmonyOS 6 has been integrated into over 40 Huawei devices, featuring approximately 9,000 applications and over 70 system-level innovations, achieving millisecond-level low latency for data transmission [1][3]. 2. **AI Enhancements**: The new operating system significantly improves AI capabilities, including AI-assisted composition and style painting, with the Xiao Yi AI assistant enhancing autonomous decision-making and collaborative capabilities [1][3]. 3. **Pangu Model 5.5**: The latest version of the Pangu model has created a knowledge base of 2.1 billion tokens, providing AI-assisted programming tools that have generated 8.13 million lines of code, with 2.8 million lines adopted [1][5][6]. 4. **Developer Ecosystem Growth**: The Harmony ecosystem has surpassed 8 million registered developers, with over 1.1 million tool downloads and 170 million monthly ADT service calls, indicating significant growth in developer engagement [1][6][7]. 5. **Cloud Matrix AI Solution**: Huawei introduced the Cloud Matrix AI computing training solution, integrating 384 deep computing units into the MPU to enhance overall computing power, addressing current chip manufacturing limitations [2][11]. 6. **AI Server Performance**: The newly launched AI server achieves a single-card inference throughput of 2,300 tokens per second, a fourfold increase compared to basic computing nodes, supporting large-scale AI model deployments [12][13]. 7. **Robotics Strategy**: Huawei's strategy in robotics focuses on cloud-based computing and intelligence, with the launch of the CodeRun intelligent platform, achieving over 90% precision in industrial assembly tasks [10]. 8. **Investment Opportunities**: The conference showcased technologies that exceeded market expectations, reinforcing Huawei's leading position in the ICT sector, and indicating potential investment opportunities for related companies in the industry [2][14][15]. Other Important Insights - **Addressing AI Hallucination**: Huawei has proposed innovative solutions to enhance the accuracy and reliability of the Pangu model, focusing on knowledge boundary determination and structured thinking verification [9]. - **Future Outlook for Industry Chain Companies**: Despite low current attention, Huawei's industry chain companies are expected to drive technological innovations, potentially leading to new investment opportunities in the coming months [15].

Core Viewpoint - Huawei's commercial brand, Huawei Qingyun, is leveraging the power of HarmonyOS to reshape the commercial terminal market, particularly in high-sensitivity industries like finance, where data security and privacy are paramount [1][4]. Group 1: Product Launch and Features - Huawei Qingyun has introduced its first HarmonyOS commercial laptop, the Huawei Qingyun HM940, along with the Harmony Office Commercial Solutions, addressing the increasing demand for secure and stable commercial terminal devices [1][6]. - The Huawei Qingyun HM940 is powered by HarmonyOS 5 and features a new security architecture, Star Shield, which enhances system-level security and stability [4][6]. - The data security triple protection system in HarmonyOS 5 ensures comprehensive data safety throughout the lifecycle of the device, preventing data leaks and giving users control over their data security [6]. Group 2: Market Strategy and Ecosystem Development - Huawei Qingyun is building a more secure and efficient Harmony ecosystem in the commercial sector, particularly for the financial industry, while accelerating the adoption of HarmonyOS across various industries [3][12]. - The launch of the Qingyun Galaxy Plan aims to create a prosperous ecosystem by providing various rights and benefits to pioneer customers, thereby reducing barriers to entry for government and enterprise clients [11][12]. - The collaboration with leading industry partners, such as Qi Anxin and Lianruan, is focused on developing enterprise-level security solutions that address privacy and data security challenges for a diverse range of enterprise users [7][12]. Group 3: Future Vision and Goals - Huawei aims to expand the Harmony computer ecosystem over the next 3-5 years, focusing on full-stack autonomy and cross-end integration as key differentiators [12]. - The company plans to continue collaborating with partners to develop more efficient and secure Harmony Office Commercial Solutions, catering to the IT management and operational needs of various industries [12][13]. - The dynamic cycle of innovation within the Harmony ecosystem is expected to reshape industry standards and drive digital transformation across sectors [12].

丨证券研究报告丨 行业研究丨点评报告丨软件与服务 [Table_Title] 华为开发者大会召开，鸿蒙生态持续演进 报告要点 [Table_Summary] 6 月 20 日至 22 日，华为开发者大会（HDC 2025）在广东省东莞市举行。华为常务董事、终 端 BG 董事长余承东在会上发表主题演讲时正式发布鸿蒙 6.0 开发者 Beta 版本（以下简称"鸿 蒙 6"）。随着鸿蒙 6 操作系统的发布，鸿蒙操作系统持续演进，并带动其原生应用生态加速建 设。有望吸引更多开发者及厂商加入鸿蒙生态，形成正向循环，促进鸿蒙生态加速发展。建议 重点关注鸿蒙产业链中商业发行版和基于鸿蒙系统发展自主品牌等厂商，其凭借鸿蒙系统的流 畅性、通用性、互联优势、安全性等有望提升份额，重构产业格局。 分析师及联系人 [Table_Author] 宗建树 SAC：S0490520030004 SFC：BUX668 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 软件与服务 cjzqdt11111 [Table_Title2] 华为开发者大会召开，鸿蒙生态持续演进 [Table_Summar ...