格隆汇11月12日｜据深圳特区报，11月11日，罗湖鸿蒙生态大厦正式揭牌，支持鸿蒙生态发展的罗湖鸿 蒙"七条"政策同期发布，旨在以"真金白银+开放场景"助力鸿蒙产业集聚发展，这是记者从当日举办 的"鸿蒙启航·智汇罗湖"鸿蒙产业发展合作大会上获悉的。据介绍，罗湖鸿蒙"七条"政策聚焦企业"研发- 适配-场景-成长-人才-空间-资本"全生命周期需求，包括5年投入3亿元专项产业资金，补贴研发投入， 鼓励企业创新；奖励适配认证，推动技术攻关；扶持企业成长，助力扎根本地；为重点企业配置菁英人 才指标，护航人才服务；首批推出16万平方米低成本优质空间，优化载体供给；5年投入超10亿元基金 支持鸿蒙生态，赋能其长远发展。罗湖区发改局有关负责人表示，未来五年，罗湖区将投入10亿元，首 批打造10个标杆场景，助力鸿蒙技术"用起来、活起来"，为产业创新发展注入强劲动力。当日，诚迈科 技、亿封智芯、优佳智联等首批鸿蒙生态企业签约落户。 ...

Core Insights - The article discusses the "Hongmeng Industry Development Cooperation Conference" held in Luohu, which aims to attract national partners to develop the Hongmeng ecosystem through financial support and open application scenarios [1][7]. Group 1: Policy Support - Luohu District has introduced the "Seven Policies" for the Hongmeng ecosystem, focusing on the entire lifecycle needs of enterprises, including R&D, adaptation, application, growth, talent, space, and capital [7]. - A total of 300 million yuan will be invested over five years to subsidize R&D efforts and encourage innovation among enterprises [7]. - More than 1 billion yuan will be allocated to support the Hongmeng ecosystem over five years, enhancing long-term development [7]. Group 2: Application Scenarios - The Luohu District has released a list of high-value application scenarios in various fields such as government services, smart education, healthcare, cultural tourism, and urban construction [8]. - The district plans to invest 1 billion yuan over the next five years to create ten benchmark scenarios, encouraging enterprises to utilize these resources for innovation [9]. Group 3: Infrastructure Development - The "Luohu Hongmeng Ecological Building" has been officially inaugurated to serve as a physical landmark for gathering Hongmeng ecosystem enterprises [10]. - The building will provide one-stop services including R&D offices, testing certifications, and talent apartments, aiming to create an ideal environment for enterprises [11]. Group 4: Enterprise Settlements - Four companies, including Chengmai Technology and Jiangyuan Technology, have signed agreements to establish operations in Luohu, indicating a strong interest in the local development environment [13]. - Chengmai Technology focuses on core software operating systems and aims to set a benchmark project in education within Luohu [13]. - Jiangyuan Technology's D10 AI chip has achieved mass production, showcasing the district's commitment to high-performance technology [13]. Group 5: Talent Development - The Global Intelligent Talent Development Innovation Base is being established to cultivate high-quality talent for the Hongmeng ecosystem, with plans to train 150,000 individuals over the next five years [17]. - The base will feature training centers and a comprehensive talent development system, emphasizing the importance of talent in the ecosystem's growth [17]. Group 6: Future Outlook - Luohu aims to prove itself as the best experimental field and industrial gathering place for Hongmeng technology application innovation through comprehensive support in policies, scenarios, infrastructure, and enterprise engagement [17].

三一众创孵化器是三一集团打造的开放式创新平台，聚焦智能制造、新能源等领域，为入驻企业提供产 业链资源对接、资本引入和政府资源协调等服务。"我们对孵化企业实行'三优先'：产品优先使用、项 目优先投资、资源优先采购，同时提供创业辅导、财税办理、投融资路演等支持。"湖南三一众创孵化 器有限公司总经理罗廷介绍，该平台已累计孵化企业550家，近三年入驻企业税收超过3亿元。 同样在三一众创孵化的湖南云联互动信息技术有限公司，主营信息系统运维业务，服务多个水电站和新 能源储能电站。"在场地、融资、税务申报和法律服务等方面，我们都得到了实实在在的帮助，公司得 以快速成长。"该公司总经理、中南大学在职研究生吴鹏说。 除了综合型孵化平台，湖南还涌现出一批深耕特定前沿科技赛道的专业化孵化力量，Talkweb House科 创孵化平台便是其中之一。其聚焦人工智能、鸿蒙生态等新一代信息技术领域，致力于产学研用合作、 人才培养实训和创业投资孵化。 平台发起方、拓维信息系统股份有限公司董事长李新宇介绍，他们积极参与"智汇潇湘 才聚湖南"系列 引才活动，走进上海、北京等地高校，开启"就业+创业"双通道引才，并与国内知名创投机构、高校创 中新 ...

Core Insights - The forum hosted by Huawei in Shanghai highlighted the core advantages of HarmonyOS and its integration into various industries, aiming to boost the digital economy and the development of the Harmony ecosystem in the Yangtze River Delta region [1][3] Group 1: Event Overview - The HDD・HarmonyOS Open Capability Innovation Forum attracted nearly 200 participants from sectors such as fintech, smart transportation, cultural entertainment, and IoT [1] - The event emphasized the importance of Huawei's technology in empowering small and medium-sized enterprises (SMEs) in Shanghai to overcome challenges in digital transformation [1] Group 2: HarmonyOS Capabilities - HarmonyOS enables seamless collaboration between devices through distributed technology, allowing local enterprises to reduce cross-device application development costs and enhance digital transformation efficiency [3] - Key open capabilities of HarmonyOS were presented, including push services, unified scanning services, and real-time window services, with practical examples demonstrating their innovative applications [3][5] Group 3: Business Growth and Developer Support - Huawei's advertising platform, Whale Hong Energy, integrates resources to enhance advertising SDK capabilities, helping developers optimize budget management and improve monetization efficiency [4] - The forum showcased how integrating HarmonyOS capabilities can enhance user privacy and streamline app development processes, as demonstrated by various app developers [5] Group 4: Computer Ecosystem Development - The HarmonyOS computer ecosystem has seen significant growth, with over 8,000 applications available, enhancing user experience across various domains [6] - Discussions focused on providing targeted solutions for digital office upgrades in Shanghai's financial, trade, and high-end manufacturing sectors, emphasizing system-level security and operational efficiency [5][6]

Core Insights - The article emphasizes the transformative potential of the HarmonyOS ecosystem, highlighting its role in redefining industry boundaries and creating new opportunities across various high-potential sectors [2][3][4]. Group 1: HarmonyOS Ecosystem Development - The HarmonyOS ecosystem is currently experiencing significant growth, with over 23 million devices and more than 9 million developers contributing to its innovation [5]. - A report by EasyAnalysis identifies ten high-potential sectors within the HarmonyOS ecosystem, including social communication, financial payment, audio entertainment, and healthcare [5][6]. - Huawei's investment of 6 billion in the "Harmony Application Developer Incentive Plan 2025" aims to support developers throughout the commercialization process [6]. Group 2: Healthcare Sector - HarmonyOS is transforming the healthcare sector by enabling multi-device collaboration and real-time data sharing, moving from a "data recorder" to a "digital health partner" [9][10]. - The app "Daily Coffee" exemplifies this shift by allowing users to track caffeine intake and health metrics across devices, utilizing AI for personalized health recommendations [12][13]. - The distributed architecture of HarmonyOS reduces barriers for developers, enabling them to create sophisticated health applications without extensive technical resources [15][17]. Group 3: Travel and Tourism Sector - The Chinese tourism market is experiencing a resurgence, with domestic tourism expected to reach 5 billion trips in 2024, recovering to approximately 90% of pre-pandemic levels [20]. - The "Shilu" app, developed within the HarmonyOS ecosystem, addresses travel pain points by offering non-linear route planning and collaborative features for group travel [23][26]. - HarmonyOS enhances the travel experience by integrating user intent recognition and distributed collaboration, allowing for a more personalized and engaging journey [27][28]. Group 4: Audio Entertainment Sector - The audio entertainment industry is evolving, with music becoming a central part of daily life and emotional expression [30][32]. - The "Tangxin Music" app leverages HarmonyOS's distributed capabilities to create seamless music sharing and playback experiences across devices [32][34]. - HarmonyOS redefines music consumption by transforming it from a simple playback function to an immersive sound environment, enhancing user engagement [36]. Group 5: E-commerce Sector - The e-commerce landscape in China has shifted from traditional models to content-driven approaches, yet users face challenges with information overload [38][40]. - HarmonyOS integrates shopping experiences, allowing for seamless price comparison and product discovery across multiple platforms without switching apps [40][41]. - The system's capabilities enable developers to create innovative solutions that address previously overlooked consumer needs, fostering a new e-commerce logic [44][45]. Conclusion - The growth of the HarmonyOS ecosystem signifies a structural opportunity for investors and developers, as it facilitates innovation and collaboration across industries [47][48].

Core Insights - The boundaries of industries are being redefined by system ecosystems, with operating systems evolving from mere connection roles to becoming new industrial infrastructures, particularly in the context of AI [1] - The HarmonyOS ecosystem is currently in a development boom, with over 23 million devices and more than 9 million developers contributing to its growth, creating a vast space for innovation [2] - Huawei has invested 6 billion in the "Harmony Application Developer Incentive Program 2025" to support developers in the ecosystem, alongside an additional 1 billion for the "Tiangong Plan" focusing on AI innovation [3][5] Industry and Company Developments - The HarmonyOS ecosystem is forming ten high-potential tracks, including social communication, financial payment, audio entertainment, and healthcare, indicating a broad range of opportunities for innovation [2] - The healthcare sector is being transformed by HarmonyOS, which enables multi-device collaboration and real-time data sharing, positioning it as a "digital health partner" rather than just a data recorder [6][10] - The "Daily Coffee" app exemplifies how HarmonyOS empowers developers to create innovative health management tools that provide personalized insights based on user data [9][10] - In the tourism sector, the "Shilu" app leverages HarmonyOS to offer non-linear route planning, enhancing the travel experience by allowing users to dynamically adjust their itineraries [15][19][22] - The audio entertainment sector is seeing a shift with the "Tangxin Music" app, which utilizes HarmonyOS's distributed capabilities to enhance music sharing and playback experiences [23][26][30] - In e-commerce, HarmonyOS addresses user experience challenges by integrating shopping processes into a seamless system-level capability, allowing for smarter decision-making and efficient price comparisons [31][34][39] Developer Opportunities - The HarmonyOS framework lowers the barriers for individual developers, enabling them to focus on core logic and experience innovation without being hindered by technical complexities [13][14] - Developers can create innovative applications that address overlooked consumer needs, such as social plugins for price discussions or collaborative shopping lists, leveraging the system's capabilities [40][41]

Group 1 - The 2025 Consumer Electronics Innovation Conference (CEIC 2025) was held in Shenzhen, showcasing nearly 300 technology companies and over 2000 new tech products, focusing on the latest achievements and trends in consumer electronics [1] - The conference was organized by the He Tao "6+1" International Industry and Standards Organization and the International Economic and Technical Cooperation Center of the Ministry of Industry and Information Technology, emphasizing five key areas: smart terminals, smart vehicles, smart homes, digital health, and new technologies [1] - Notable exhibitors included major companies such as China Mobile, Huawei, BYD, NIO, and Samsung, along with various specialized exhibition areas like the Huaqiangbei Street and university innovation zones [1] Group 2 - Huawei's HarmonyOS 6 product line was showcased for the first time globally, featuring seamless collaboration among devices, including smartphones, tablets, and wearables [2] - Innovative products displayed included EHang's first airworthy passenger drone and humanoid robots from Zhongqing and Leju, highlighting advancements in smart terminals and transportation [2] - The smart vehicle section featured real vehicle cockpits from companies like Huawei, BYD, NIO, and Xpeng, demonstrating deep integration with home automation systems [2] Group 3 - The conference included three main forums and 16 sub-forums, with over 300 industry experts sharing cutting-edge insights [3]

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies involved Core Insights - The 2025 Consumer Electronics Innovation Conference (CEIC 2025) showcased over 2,000 innovative technology products across five core fields: smart terminals, smart cars, smart homes, digital health, and new technology chips, indicating a strong focus on innovation in the consumer electronics sector [25] - Huawei's HarmonyOS 6 was highlighted with a full range of terminals, emphasizing cross-device collaboration and advanced features such as real-time video call assistance and AI photo editing, showcasing the potential for enhanced user experiences [26] - The introduction of the Huawei Mate TV 110-inch model, featuring high brightness and advanced audio-visual technology, reflects the trend towards premium consumer electronics products [27] - The Huawei Cloud Versatile AI Agent Platform aims to provide a robust AI application framework for enterprises, indicating a shift towards integrating AI capabilities across various industries [28] - The HarmonyOS smart ward demonstrates the application of technology in healthcare, improving patient management and experience through interconnected medical devices [29] - The HarmonyOS smart home security suite integrates various smart devices to enhance home safety and emergency response capabilities, indicating a growing trend in smart home technology [30] - The StarFlash technology vehicle networking solution showcases advancements in vehicle connectivity, enabling seamless integration between vehicles and smart home devices, which is crucial for the future of smart transportation [33] Summary by Sections Event Overview - The CEIC 2025 event gathered nearly 300 technology enterprises from 20 countries, highlighting the global nature of innovation in consumer electronics [25] Product Innovations - Huawei's HarmonyOS 6 terminals and the Mate TV 110-inch model represent significant advancements in smart technology and consumer electronics [26][27] - The introduction of various smart home and healthcare solutions indicates a trend towards integrated technology ecosystems [29][30] Technological Developments - The Huawei Cloud Versatile AI Agent Platform and StarFlash technology solutions reflect the industry's focus on AI and connectivity, which are essential for future growth [28][33]

Group 1 - The "2025 National First Harmony Talent Job Fair and Computer Industry Talent Supply and Demand Meeting" was held in Wuhan, attracting over 100 employers to recruit talent for the Harmony ecosystem [1] - Wuhan KeLan Intelligent Technology Co., Ltd. plans to hire about 10 engineers, including C/C++ engineers and ArkTS development engineers, with salaries ranging from 15,000 to 20,000 yuan per month [1] - The company is focused on promoting the "AI + Harmony" dual-engine in financial scenarios and is in urgent need of Harmony talent [1] Group 2 - The job fair attracted many fresh graduates, with higher salary levels for algorithm and development engineering positions compared to other roles [2] - The Harmony Ecosystem (Wuhan) Innovation Center, set to operate in December 2024, aims to create a high-level public service platform for talent cultivation and industry aggregation [2] - There is a significant talent gap in the Harmony ecosystem, with a report indicating a current shortage of over one million professionals and potential new job openings exceeding three million [2]

Core Insights - The core message from Yu Chengdong's recent employee letter emphasizes the need for a rapid shift in mindset for the HarmonyOS ecosystem to thrive in the future [1] Group 1: Key Developments - As of October 22, the number of devices running HarmonyOS 5 has officially surpassed 23 million [2] - Yu Chengdong highlighted that this milestone signifies that HarmonyOS has crossed a critical threshold, with the ecosystem's growth beginning to gain momentum [3] - The number of native applications and meta-services has exceeded 20,000, and the developer community has grown to over 7.2 million, with total ecosystem devices surpassing 1 billion [3] Group 2: Challenges Ahead - Despite the progress, Yu Chengdong acknowledged that the most challenging phase, the ecological aspect, still lies ahead [4] - The comparison with iOS and Android's extensive application ecosystems indicates that HarmonyOS has just begun its journey [4] - The urgency for overcoming difficulties is evident, as the next targets are set at 40 million and 60 million users, ultimately aiming for over 100 million [5] Group 3: Strategic Actions - The company has taken several concrete steps over the past two years to ensure the survival and growth of the HarmonyOS ecosystem [7] - Efforts include actively engaging partners, lowering barriers for developers, utilizing user feedback for iterative improvements, and fostering a cultural shift within the organization [8][9] - The strategy involves frequent product launches across various categories to enhance user coverage and engagement with the ecosystem [9] Group 4: Market Position and User Experience - The current user base of 23 million is significantly smaller compared to the billions of users on Android and iOS, highlighting the need for substantial growth [10] - There are still gaps in the availability of mid-tail applications, and user feedback indicates that while popular apps are functional, some features are lacking [10] - Continuous improvement in system performance, stability, and compatibility is necessary to enhance user experience [10] Group 5: Long-term Vision - Yu Chengdong emphasized that the success of HarmonyOS depends on developers finding it worthwhile, users enjoying the experience, and partners seeing a future in the ecosystem [13] - A collective effort to align the thoughts of ecosystem partners and users is essential for achieving a sustainable growth trajectory [14]