Core Insights - Jiangsu Runhe Software Co., Ltd. reported a revenue of 2.719 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 12.86% [2] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 62.1493 million yuan, showing a year-on-year increase of 26.88% [2] Group 1: Business Focus and Strategy - The company is deeply engaged in the next-generation information technology sector, integrating advanced technologies with industry applications to enhance its core competitiveness and innovation drive [2] - Runhe Software is focusing on domestic operating systems and core artificial intelligence technologies, developing integrated software and hardware products and solutions [2] - The company has established a full lifecycle software service system to empower industrial upgrades [2] Group 2: Innovation and Industry Empowerment - Runhe Software is pursuing innovation along two main lines: localization and intelligence, with localization efforts including open-source Hongmeng and open-source Euler businesses, while intelligence focuses primarily on AI [2][3] - The company is committed to commercial implementation, concentrating on key sectors and expanding its industry empowerment capabilities, currently serving finance, energy, healthcare, and education sectors [2] Group 3: Specific Business Areas - In the open-source Hongmeng field, Runhe Software aims to deepen its presence in existing industries while broadening its empowerment capabilities both horizontally and vertically [3] - In the open-source Euler domain, the company adopts a differentiated competition strategy, providing customized versions based on industry characteristics and client needs, leveraging its experience in finance and electricity [3] - In the AI sector, Runhe Software is building a comprehensive technical system covering AI chips, servers, operating systems, and full-stack AI platforms, offering end-to-end large model solutions for industries like finance, energy, and retail [3]

Group 1 - The core viewpoint is that Dongfang Zhongke (002819.SZ) is actively involved in providing solutions for domestic operating systems through its subsidiary Zhongke Honglue, focusing on the Harmony operating system [2][3] - Zhongke Honglue offers specialized software design and development for the Harmony operating system, catering to various hardware including tablets, smartphones, handheld devices, and PCs [2]

Core Insights - Huawei officially launched HarmonyOS 6 on October 22, marking a significant milestone in the development of China's first homegrown mobile operating system [1][3] - The number of devices running the previous version, HarmonyOS 5, has exceeded 23 million, indicating strong adoption [1] - The new operating system features enhancements in smoothness, intelligence, and cross-device collaboration, utilizing a new architecture called "Star River Interconnection" [1][2] Summary by Sections HarmonyOS 6 Evolution - HarmonyOS 6 has achieved comprehensive upgrades in terms of performance and user experience, with a 15% performance improvement across various device categories [1][2] - The system supports over 60 applications with a "tap-to-connect" feature, enhancing cross-device functionality [1] Security Enhancements - The upgraded "Star Shield" security architecture has innovated security measures from the core to the application level, with 99% of HarmonyOS applications expected to support a unique security access mechanism by September 2025 [2] - HarmonyOS has intercepted over 24 billion unreasonable permission requests, showcasing its commitment to user security [2] Ecosystem Development - The ecosystem has transitioned from "broad adaptation" to "deep co-creation," with over 8 million developers engaged and more than 9,000 applications participating in system-level innovations [3] - Major internet applications from Tencent, Alibaba, and ByteDance have adapted to HarmonyOS, enhancing user experiences with unique features [2][3] - The launch of initiatives like the "Harmony Thousand Sails Program" is attracting global developers, further enriching the ecosystem [3] Industry Impact - The release of HarmonyOS 6 is seen as a critical juncture in the independent development of domestic operating systems, with potential implications for the global operating system competitive landscape [3]

Core Insights - The official release of HarmonyOS 6 marks a significant evolution of the domestic operating system from usability to enhanced functionality, with Huawei and its ecosystem partners moving towards deep collaboration and joint innovation [2][8] Group 1: Key Features of HarmonyOS 6 - HarmonyOS 6 introduces cross-ecosystem connectivity, allowing data transfer between Huawei devices and Apple devices without the need for data flow, enhancing data mobility [2] - A growing number of applications are launching new features or debuting on HarmonyOS 6, including high-precision AR from JD.com and real-time weather updates from Qunar [2][3] - The integration of AI is comprehensive, with over 80 HarmonyOS applications now featuring intelligent agents that assist users in various tasks, marking a shift from traditional app interactions to natural language communication [3][5] Group 2: Ecosystem Growth and User Engagement - The HarmonyOS ecosystem is rapidly expanding, with over 23 million devices running HarmonyOS 5, making it the fastest-growing operating system in smart terminal history [5][7] - The upgrade to HarmonyOS 6 is set to roll out to over 90 models starting October 22, indicating a broad commitment to ecosystem development [9] - User feedback has been pivotal in shaping the ecosystem, with over 2 million user suggestions contributing to the ongoing improvement of HarmonyOS [8]

以下文章来源于e公司 ，作者证券时报 严翠 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 10月22日下午，华为举行发布会，正式发布鸿蒙６。 华为常务董事、终端BG董事长余承东在会上表示，鸿蒙6将实现跨生态互联，支持与苹果设备互传，且无需流量，近场即可快速传输数据，打破设备边界，让数 据流动更自由。 记者从发布会上了解到，作为全新一代的鸿蒙操作系统，鸿蒙6迎来四大变化。 一是越来越多应用选择在鸿蒙６上首发上架或首发新功能。 比如京东首发高精度AR摆摆看功能，可实现真实家居环境扫描，对大件商品进行虚拟摆放和试看； 航旅纵横实况窗进一步升级、带来全新的天气动效，扫一眼就能了解目的地天气，还会提醒夕阳、赏月等景观；腾讯地图首发实况窗红绿灯读秒；3D影像应用 Remy在鸿蒙６独家首发等。 与此同时，腾讯、阿里、字节跳动、美团互联网头部应用已全面适配，并迅速完善中，中长尾应用也加速冲刺，其中腾讯已有超过60款产品全面上架鸿蒙， ...

Core Insights - Huawei's HarmonyOS 6 has achieved significant milestones, with over 23 million devices activated, marking a transition from quantity growth to quality enhancement in its ecosystem [1][2] - The new operating system emphasizes improved user experience, characterized by better aesthetics, functionality, intelligence, security, and fluidity [1][3] - HarmonyOS is positioned as a third option in the global mobile operating system landscape, breaking the dominance of Android and iOS [3][4] Ecosystem Development - HarmonyOS has grown from zero to over 23 million devices, with a rapid increase in activation rates, indicating strong market acceptance [2][3] - The operating system has captured 17% of the Chinese smartphone market, maintaining its position as the second-largest OS in the country [3] - The ecosystem has expanded to cover 1 billion devices, with over 8 million developers and 30,000 applications in development, showcasing exponential growth [7][8] Technological Advancements - HarmonyOS 6 introduces the HarmonyOS Intelligent Agent Framework (HMAF), which lowers development barriers for third-party applications and enhances cross-service collaboration [4][5] - The system's performance has improved significantly, with a 15% increase in efficiency and a 35-minute extension in battery life, enhancing user experience in high-load scenarios [5][6] - AI capabilities have been integrated into core applications, allowing for advanced functionalities such as intelligent photo editing and natural language processing [8] Future Outlook - Huawei aims to have 100,000 applications by 2025 as a benchmark for ecosystem maturity, with ongoing investments in development tools and APIs [8] - The company is focused on balancing speed and quality in application development, responding to user feedback to enhance the overall experience [8]

Group 1 - The core point of the article is the launch of HarmonyOS 5 by Huawei, marking it as the fastest-growing operating system in the history of smart terminals with over 23 million devices [1][3] - HarmonyOS 5 is recognized as China's first domestic mobile operating system and the third-largest mobile operating system globally, competing with iOS and Android [3] - The operating system has achieved significant growth in terminal devices, surpassing 10 million on July 30, 12 million on August 25, and 20 million on September 29 [4] Group 2 - Huawei's Executive Director and Chairman of the Terminal BG, Yu Chengdong, expressed gratitude for user feedback and the 2 million wish lists submitted [1] - HarmonyOS 5 features comprehensive breakthroughs in core technologies, including self-developed innovations in kernel, database, programming languages, and AI models, ensuring the autonomy and controllability of the domestic operating system [3]

Core Insights - The "Open Source Harmony Digital Intelligence Pujiang" conference aims to promote the integration of open-source Harmony with local economic development and explore its role in the digital transformation of county industries [1][2] - The conference highlights the increasing importance of operating systems and foundational software as the core value in the digital economy, emphasizing the shift from technological breakthroughs to ecological prosperity for domestic operating systems [1] - Pujiang County is one of the early adopters of open-source Harmony, establishing a comprehensive IoT foundation across various sectors including industry, healthcare, education, transportation, and governance [1] - The opening of the Open Source Harmony (Jinhua) Application Innovation Demonstration Center and the release of local industrial policies signify a commitment to fostering an ecosystem for open-source Harmony [1] Industry Developments - The local government plans to embrace the wave of artificial intelligence, focusing on application-driven innovation and ecosystem cultivation to accelerate the development of the entire industry chain from chips to application scenarios [2] - A three-in-one model is proposed, combining governance innovation, industrial incubation, and ecological collaboration to position Pujiang as an "Open Source Harmony Ecological Demonstration County" [2]

Core Insights - Huawei's HarmonyOS has achieved a significant milestone with over 20 million terminal devices as of September 29, 2025, marking a new phase in its ecosystem development [1] - The growth rate of HarmonyOS has accelerated, reaching 10 million devices in just two months after the previous milestone, indicating increased demand from users and developers [4][6] Group 1: Ecosystem Development - The 20 million device count reflects the successful market validation of the domestic operating system between consumers and developers [4] - Major applications from Tencent and Alibaba, as well as partnerships with China UnionPay and China Mobile, are increasingly adapting to the HarmonyOS ecosystem, enhancing user experience [4][6] - The launch of promotional initiatives, such as the "HarmonyOS Special Edition," aims to strengthen user engagement and loyalty within the ecosystem [5] Group 2: Market Position and Growth - The achievement of 20 million devices signifies that HarmonyOS has moved past its early exploratory phase, entering a larger market testing stage with improved system stability and user experience [6] - Huawei's smartphone market share reached 18.1% in Q2 2025, leading the Chinese market, which has contributed to the growth of the HarmonyOS ecosystem [6] - The application ecosystem has expanded rapidly, with over 30,000 applications and more than 9,000 applications participating in system-level innovations [6] Group 3: Future Challenges and Opportunities - Despite the growth, HarmonyOS faces challenges related to application compatibility, cross-platform connectivity, and developer revenue distribution as its user base expands [8] - The ongoing support from local governments and the commitment of developers to the HarmonyOS platform indicate a strong potential for future growth [8] - The evolution of HarmonyOS represents a breakthrough in market validation, technological innovation, and ecosystem collaboration for China's self-developed operating systems [8]

从开源社区出发，睿赛德是国产嵌入式操作系统的"隐形冠军"企业，装机量超过25亿台，其操作系统已 搭载在航空航天、能源电力、工业制造、智能汽车、消费电子等领域。在2025工博会上，睿赛德发 布"1+X+N"操作系统战略体系，以统一底层技术底座推动工业、汽车等多个关键行业实现自主可控的产 业链能力锻造。 嵌入式实时操作系统是核心工业设备正常运转的"灵魂"，是供应链安全的重要环节，国产自主产业链能 力构建已势在必行。相关数据显示，2025年我国嵌入式操作系统市场规模预计将达600亿元，但国产系 统占比仍不足35%，高端工业领域更是长期被欧美垄断。 2006年，熊谱翔敲下RT-Thread操作系统的第一行代码，并带领团队和开源社区力量不断完善该系统。 从最初个位数的创业团队，到如今30万开发者社区、装机量超过25亿台，睿赛德自主研发的国产嵌入式 操作系统已运用在众多工业领域。 新华财经上海9月25日电（记者王淑娟）操作系统作为数字基础设施的核心组成部分，在促进AI技术落 地方面扮演着日益关键的角色。站在技术变革的交叉点，国产操作系统的探索呈现出多元图景。国产开 源嵌入式操作系统睿赛德（RT-Thread）创始人兼CE ...