Group 1 - Huawei's new product launch on May 19 introduced the integration of the Fenbi app into the HarmonyOS PC ecosystem, marking it as one of the first innovative applications in the education sector [1] - The Fenbi app enables seamless cross-device collaboration and intelligent interaction, enhancing user experience by allowing real-time data synchronization across mobile, tablet, and PC devices [1] - The app integrates Huawei's intent framework, providing core functionalities like live classes and question answering through service cards on HarmonyOS devices, accessible via voice commands or desktop cards [1] Group 2 - Fenbi, as a leading education technology company, is leveraging technology to achieve cost reduction and enhanced user experience, with its domain-specific model set to become the first nationally registered vocational education model in 2024 [2] - The company has launched products such as Fenbi AI Teacher, premium interview AI feedback, and AI question practice systems, focusing on the three core scenarios of "high-frequency learning, essential needs, and systematic improvement" [2] - By utilizing the HarmonyOS ecosystem, Fenbi aims to explore more cross-end innovative scenarios, prioritizing user-centric design to create smarter, safer, and more efficient applications [2]

5月20日，沪指涨0.38%，深成指涨0.77%，创业板指涨0.77%。全市场成交额12112亿元，较上日放量923亿元；超3800只 个股上涨。板块题材上，美容护理、宠物经济、创新药、IP经济板块领涨。 | 代码 | 名称 | 价格 | 涨幅↓ | 涨跌 | 换手% 几天几板I2 ... | 成交额 | 成交量 涨停分析 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300511 | 雪榕生物 | 6.88 | +20.07% | +1.15 | 21.32% 自板涨停 | 6.81亿 | 103.7万 农业种植+食用 | | 301335 | 大元宠物 | 44.50 | +20.01% | +7.42 | 50.25% 2天2板 | 10.43 7. | 25.06万 资产重组+元节 | | 301316 | 慧博云通 | 34.80 | +20.00% | +5.80 | 0.64% 首板张停 | 5377万 | 15451 拟购买宝德计 | | 300945 | 曼卡龙 | 20.16 | +20.00% | +3.36 | 12.47% ...

Core Viewpoint - Huawei has launched the nova 14 series and HarmonyOS computers, showcasing innovative products like the HUAWEI MateBook Fold, which is the world's lightest and largest commercial foldable computer, aiming to provide more choices in the computer operating system market [1][3]. Product Launch Highlights - The HUAWEI MateBook Fold features an 18-inch foldable screen, weighs only 1.16 kg, and is 7.3 mm thick when unfolded, offering a highly portable experience [3]. - The HUAWEI MateBook Pro, equipped with HarmonyOS 5, weighs 970 grams and is 13.5 mm thick, setting a new performance benchmark for lightweight laptops [5]. - The nova 14 series emphasizes design and functionality, featuring a unique star ring design and various color options, appealing to younger consumers [9]. Technical Specifications - The HUAWEI MateBook Fold boasts a 3.3K high resolution and a peak brightness of 1600 nits, enhancing the visual experience [3]. - The nova 14 series includes advanced imaging technology with the red maple lens and upgraded Da Vinci portrait engine 3.0, enabling high-quality photography even in low-light conditions [10]. - The nova 14 series supports Beidou satellite communication, allowing users to make calls and send messages without ground network access [12]. Pricing and Availability - The HUAWEI MateBook Fold is priced at 23,999 yuan for the 32GB+1TB version and 26,999 yuan for the 32GB+2TB version [7]. - The HUAWEI MateBook Pro starts at 7,999 yuan, with various configurations available [7]. - The nova 14 series starts at 2,699 yuan for the base model, with the Pro and Ultra versions priced at 3,499 yuan and 4,199 yuan, respectively [13].

5月19日，国内媒体报道称，腾讯QQ已完成鸿蒙电脑适配，微信、企业微信正在加快适配，并将陆续上 线。 根据之前华为公布的消息称，目前已有300余款应用完成对鸿蒙PC的适配，超过150个应用将配备专属 电脑生态。目前已适配的应用可以满足通用办公、设计创作、实用工具、金融理财、影音娱乐、教育学 习、游戏等用户核心使用场景，包括飞书、小红书、B站、中望CAD、美图秀秀、WPS等热门核心应 用。 目前已有300余款应用完成对鸿蒙PC的适配 华为消费者业务网站 对于如Adobe系列专业软件及AutoCAD等深度办公应用，暂时还没有推出鸿蒙系统的原生版本的计划。 用户可以通过"卓易通"虚拟机来运行这部分程序，但这种方式会牺牲大约15%至20%的性能。 同一日，华为在成都发布两款鸿蒙电脑，这是鸿蒙操作系统首次在电脑端正式发布，标志着国产操作系 统在电脑领域实现重要突破。据媒体报道，本次鸿蒙PC在开机速度方面明显优于Mac和Windows系统， 整体操作流畅性也显著优于Windows。 发布会上，余承东表示，目前各大应用和鸿蒙PC系统的适配速度非常快，"十几天时间，上架融合应用 的数量已经从300余款攀升至1000余款，数量 ...

近日，诚迈科技在接受机构调研时表示，汽车软件业务方面，公司发布了新一代跨域融合整车操作系统FusionOS，已经全面适配高通、英伟达、NXP、地 平线、英飞凌等芯片厂商的最新产品，可以提供新一代智能座舱域软件平台FusionEX 8.0、中央控制域软件平台FusionWise 3.0、辅助驾驶软件平台 FusionDrive 3.0以及工具链平台Fusion Studio和信息安全和功能安全相关解决方案，并通过打造Arraymo AI OS的AI智能体产品，实现了智能语音互动，并支 持导航、音乐、空调等场景功能，能够为用户提供更出色的智能化体验。 Hin Kin FFI T SHOW IT A Book l 1 t 1 the p 4 re in es gour M tr t THE a l 0.0 t ,但 T 诚迈科技同时参与了鸿蒙电脑应用软件的开发和生态系统的建设，是鸿蒙生态系统里面的一员，也是开源鸿蒙A类捐赠人和开源代码的重要贡献者。 统信软件为诚迈科技参股公司，据了解在信创领域经过长期发展，目前其产品已逐步从可用发展至好用阶段，软硬件适配数量共超过700万款，其中UOS原 生应用超过15000款，在 ...

2025.05. 20 本文字数：1432，阅读时长大约2分钟 作者 | 第一财经 李娜 被华为视为中端市场布局关键的nova系列有了最新进展。 5月19日下午，除了鸿蒙电脑外，华为nova 14系列正式亮相，成为华为首款全面搭载鸿蒙操作系统 5的直板机。此前3月，鸿蒙操作系统5已对包括nova 12以及13系列在内的手机型号开启公测推 送。 根据华为现场公布的价格，华为nova 14系列分为标准版、Pro版、Ultra版三个版本，起售价分别 为2699元、3499元以及4199元。 Counterpoint高级分析师IvanLam对第一财经记者表示，补贴政策开启以来，nova 13均周销量在 10万台以上，今年在2024年一季度销量占比约20%，为华为手机核心增长点。 华为内部人士对记者表示，此次nova采取三个产品线"梯度打击"的策略，一方面也是希望以标准版 守住华为在市场上的份额，另一方面通过Ultra版为华为在更高的价格段搭建起防御体系。 硬件外，华为终端全面鸿蒙化也到了关键阶段。 华为常务董事、终端BG董事长余承东去年曾表示，今年华为的新手机和新平板将全部搭载鸿蒙操作 系统5。根据官方公布的最新数据 ...

证券研究报告——晨会聚焦 2025 年 5 月 20 日 | 5 月金股组合 | | | --- | --- | | 股票代码 | 股票名称 | | 002352.SZ | 顺丰控股 | | 1519.HK | 极兔速递-W | | 603181.SH | 皇马科技 | | 300014.SZ | 亿纬锂能 | | 688198.SH | 佰仁医疗 | | 000524.SZ | 岭南控股 | | 600519.SH | 贵州茅台 | | 9660.HK | 地平线机器人-W | | 688519.SH | 南亚新材 | | 301236.SZ | 软通动力 | 中银晨会聚焦-20250520 ■重点关注 【基础化工】化工行业 2024 年年报综述*余嫄嫄。2024 年基础化工行业盈利 能力降至近年低位，部分子行业业绩改善；石油石化行业收入、业绩保持稳 健。随着经济复苏、需求端持续向好，行业景气度有望回升，当前板块估值 较低。 【计算机】计算机行业 2024 年年报&2025 年一季报综述*杨思睿 郑静文。 2024 年行业受宏观环境、政企预算下行以及减值损失扩大等影响，导致利润 端承压。2025Q1 整体业 ...

完整早报音频，请点击标题下方小耳机收听 【小米法务部：犯罪团伙操纵近万账号诋毁小米，该黑公关案告破】 小米法务部发文称： " 2025 年 5 月 15 日，我司从司法机关处获悉，此前我司报案的一起有组织、有预谋的网络黑公关案件，已 经告破。目前，公安机关已依法对多名犯罪嫌疑人采取刑事强制措施，案件还在进一步调查。 据了 解，自 2024 年 12 月起，直至近期小米汽车相关的系列热点事件，该犯罪团伙利用文案自动生成软 件捏造关于的小米虚假信息，并操纵近万个社交媒体账号，恶意造谣、散播不实言论，并采用煽动网 络对立情绪、踩一捧一等方式进行恶意炒作，严重诋毁小米公司。据悉，该案反应出新型网络水军犯 罪特征，团伙作案、组织严密，利用自动化软件，批量生成黑稿，分发链条复杂，犯罪金额巨大，对 网络环境和企业商誉造成极其恶劣的影响。 在此，我们严正声明，网络不是法外之地，对造谣、抹黑 等侵权行为，小米将坚决以法律手段保护自身合法权益。"（澎湃新闻） 【鸿蒙电脑正式发布！华为余承东：给世界多一个选择】 5月19日，华为举行新品发布会，正式发布 nova 14系列手机、首款鸿蒙电脑华为MateBook Pro，以及首款鸿蒙 ...

Group 1 - The nova 14 series is expected to penetrate the mid-to-high-end market, with sales potential depending on pricing strategy and production ramp-up speed [1] - The nova series has been a key component of Huawei's smartphone sales since its launch in 2016, with the nova 12 series regaining significant market share in 2023 [3] - The nova 14 series will be the first to fully feature HarmonyOS 5, marking a significant step in Huawei's strategy to integrate its devices into the Harmony ecosystem [2] Group 2 - The nova 14 series includes new hardware features such as the Red Maple original color lens and AI functionalities, enhancing its competitive edge in the market [2] - The Chinese smartphone market saw a 2.5% year-on-year growth in Q1 2025, with mid-to-high-end models being particularly popular due to government subsidy policies [5] - Huawei's strategy involves a tiered product line approach with the nova series, aiming to capture market share across different price segments [5] Group 3 - The HarmonyOS ecosystem has surpassed 800 million devices, with expectations to exceed 1 billion by the end of 2025, driven by the nova 14 series [2] - Huawei faces challenges in expanding its ecosystem, particularly in attracting third-party developers and enhancing global service capabilities [6] - The competitive landscape in the mid-range smartphone market is intensifying, with the top three brands having a market share difference of less than 5% [5]