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]

华为 HDC 开发者大会 2025 亮点梳理 20250622 摘要 HarmonyOS 6 已在超 40 款华为终端搭载，集成约 9,000 个应用和 70 多项系统级创新，全场景互联架构实现毫秒级低延时，加速设备间数据 传输，提升用户体验。 HarmonyOS 6 显著提升 AI 辅助功能，如 AI 辅助构图和风格画。小艺 AI 助手增强自主决策和群体协作能力，通过鸿蒙智能体框架（HMAF） 推动人机交互向 LUI 演进。 盘古大模型 5.5 版本通过多模态融合形成 21 亿 TOKEN 知识库，为开发 者提供 AI 辅助编程工具，已生成 813 万行代码，其中 280 万行被采纳， 加速鸿蒙生态软件开发。 鸿蒙生态注册开发者突破 800 万，工具下载超 110 万次，每月 ADT 服 务调用达 1.7 亿次，开发者提交版本超 27 万次，完成 216 万用户心愿 单，生态建设成果显著。 华为云发布 CodeRun 智能平台，包含多模态生成大模型、训练数据及 具身智能规划与执行大模型，赋能机器人厂商，解决工业柔性组装问题， 精度成功率超 90%。 Q&A 华为 HDC 2025 大会的主要亮点是什么？ 华 ...

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 ...

1.印度内政部长放话：绝不恢复履行《印度河用水条约》流向巴方的水源转供印国内调配 据环球网，印度内政部长阿米特·沙阿21日在接受《印度时报》采访时表示，印度绝不会恢复履行与巴基斯 坦签订的《印度河用水条约》，流向巴基斯坦的水将转供印度国内调配。"不，绝不恢复（履行）。"沙阿 称，"我们将修建一条运河，把原本流向巴基斯坦的水引向拉贾斯坦邦，"巴方将无法获取水源。巴基斯坦外 交部尚未立即回复置评请求。 点评：印度单边毁约激化矛盾，水资源武器化威胁地区稳定。 2.大湾区综合性国家科学中心先行启动区科学联盟成立 大湾区综合性国家科学中心先行启动区科学联盟成立大会21日在深圳举行。据介绍，该科学联盟旨在汇聚 深圳、东莞两地高校、科研机构、重大科技基础设施、高新技术企业等，通过跨区域、跨机构、跨学科合 作，加强两地创新资源共建、共享，形成"环巍峨山"科研圈、生活圈和交通圈，打造双城联动、全域协同创 新共同体。 3.中国县域城镇居民人均收入十强出炉：义乌9.7万，超一线城市 据一财，记者梳理公开数据发现，2024年，我国已有14个县域的城镇居民人均可支配收入超过8万元大关， 其中，前10位分别是义乌、玉环、江阴、昆山、诸暨 ...

作者 | 林檎 统筹 | 孙梅 视觉 | 顾芗 如果你有机会面对一片全新的土地，你会选择种下怎样的种子？ 鸿蒙生态，就如同这样一片沃土，吸引了无数开发者前来探索和播种。除了那些耳熟能详的大厂应用以 外，更有一批不那么为大众所熟知的开发者。他们或来自公共服务领域，关注如何让城市治理更高效， 让旅游体验更智慧；或是个人开发者，怀着对生活的好奇，立志解决日常中的小难题。 他们面对的是更多元的用户需求，以及一个面向未来、拥有无限潜力的生态，用各自的方式，回答这时 代的问题。那么，当同样的问题摆在他们面前时，他们的答案，又会有怎样的不同呢？ 程序员的第一问： 小众需求还是社会期待？ 当开发者决定进入鸿蒙生态时，他们的初衷总会源于一些具体的问题。这些问题，有的是对生活细节的 追问，有的是对公共服务升级的探寻。 "我是一个30岁的程序员，现在正是为了自由与梦想拼搏的年纪。"示路的开发者王维杰这样介绍自己。 在成都这座以慢生活著称的城市里，他和自己的妻子，有着一颗想要四处游走的心，享受说走就走的自 由感。 示路的开发者王维杰 他的妻子有个习惯，喜欢在出发前手绘旅行路线图，把想去的地方一个个标记出来。但每次旅途中临时 的变化， ...

一切风景，都经入口而展开。 此刻，全球有超80亿张数字屏幕在闪烁。 手机、平板、电视、家用电器、智能汽车，未来生活中的任一平面，都将成为"超链时代"的神经元。 超链时代，源自2025 HDC鸿蒙生态增长峰会上的一个金句，"随着终端的智能化、网联化发展，互联网正在进入万物皆可联、一切皆入口的超链时 代。"QuestMobile研究院院长王康说道。 如华为的"1+8+N"全场景智慧生活战略，其中"1"是手机，"8"则涵盖大屏、平板、PC 、可穿戴设备等八大核心终端，"N"是开放生态设备，通过多端协同与 场景化服务，为用户提供无缝连接的智慧体验。 鸿蒙自2019年萌芽， 截至目前，根据华为官方数据显示，鸿蒙生态设备数已突破10亿台，注册开发者达800万+，已覆盖TOP5000应用，满足用户99.9%使 用时长，"向阳而生，鸿蒙渐长"。 剧变的生活范式，将给商业带来哪些变化？企业又该如何适应它？ 鸿蒙生态用一体化的商业全景图，作出答案： 通过统一投放平台，整合应用分发、服务分发、互动媒体、AI等全域流量资源，实现高效协同。 在鸿蒙生态 一体化策略下，鲸鸿动能将围绕获量和提升转化持续演进，不断优化算法引擎能力驱动增长， ...

Core Insights - Huawei Developer Conference (HDC 2025) has commenced, focusing on "Harmony Ecosystem and AI Technology," marking a new phase of large-scale development for the Harmony ecosystem [1] Group 1: Harmony Ecosystem Growth - The Harmony ecosystem has achieved "exponential growth," with over 40 Huawei terminal products running HarmonyOS 5 and more than 30,000 Harmony applications and services in active development [5] - Over 9,000 applications are involved in more than 70 system-level innovation experiences, and over 100 general office platforms have been adapted for Harmony, covering more than 38 million enterprises [5] - The developer community has expanded to 8 million developers, with 6.14 million learning sessions in the ecosystem academy and over 1 million tool downloads [5] Group 2: Multi-Device Connectivity and AI Innovations - The multi-device connectivity capabilities include a "tap to share" feature supporting over 50 applications and a new "one send, multiple receive" function for high-definition file transfers [7] - Over 100 apps support seamless content switching across devices, enhancing user experience [7] - Huawei introduced the Harmony Intelligent Agent Framework (HMAF) to facilitate efficient development of Harmony intelligent agents, with over 50 pioneering agents in development by companies like Shenzhen Airlines and Weibo [9] Group 3: Privacy, Security, and Performance Enhancements - The Harmony system's innovative security access mechanism has intercepted unreasonable permission requests 8.6 billion times, and the message privacy protection feature automatically hides sensitive content [11] - Performance improvements include a 126-minute increase in video playback duration and a 500-minute increase in audio playback endurance due to the integration of the Ark Engine [11] - Collaborative innovations with over 30 partners have led to the development of more than 50 projects, enhancing performance and reducing memory usage significantly [11] Group 4: Future Directions - Huawei aims to continue collaborating with developers and partners to promote the prosperity of the Harmony ecosystem, providing users with a more intelligent and convenient all-scenario experience [13]

作 者丨倪雨晴 编 辑丨包芳鸣 在华为开发者大会2025的舞台上，鸿蒙无疑是聚光灯下的主角。 "到今天，已经有40多款华为终端产品搭载鸿蒙5，有3万多鸿蒙应用和元服务在全速开发、积极更新。" 6月20日，华 为常务董事兼终端BG董事长余承东在会上披露了鸿蒙进展。 短短一年多时间，鸿蒙滚滚向前，生态扩展显著。更受关注的是，鸿蒙6在本次大会上揭开面纱。余承东表示， HarmonyOS 6 Developer Beta版本于当日面向开发者启动报名。 回顾过往，去年，鸿蒙5正式发布，实现了操作系统的完全自主可控。今年，鸿蒙6的面世，意味着华为在操作系统上 更进一步，鸿蒙从"可用"走向"好用"。 如果说鸿蒙5是鸿蒙操作系统的"成人礼"，那么鸿蒙6则象征着系统"成熟期"到来。鸿蒙就像生命体一般，不断进化、 迭代。 余承东表示："目前适配鸿蒙的通用办公平台已超过100个，工作台支持快应用已超50000个，覆盖企业超过3800万 家；我们呼吁更多政企内部办公应用搭上鸿蒙快车，和我们一起加速鸿蒙化的进展。" 随着HarmonyOS迈入6.0时代，鸿蒙正在进行新的跨越。华为终端BG CEO何刚表示："过去一年，鸿蒙全场景拼图不 ...

Core Insights - Huawei officially launched HarmonyOS 6 on June 20, marking the second major version iteration of the native HarmonyOS [1] - The new version emphasizes AI integration, transitioning applications from a "user command-centered" approach to a "user intent-centered" model [1][3] - The HarmonyOS ecosystem is accelerating, with over 30,000 applications and services in development, and a registered developer count exceeding 8 million [1][12] AI Intelligent Framework Upgrade - The core highlight of HarmonyOS 6 is the introduction of the Harmony Intelligent Agent Framework (HMAF), which shifts applications from "passive response" to "active service" [3] - The framework is based on Huawei's large models, with a training data volume of 20 trillion tokens [3] AI Assistant Features - The AI assistant, Xiaoyi, now includes a "Xiaoyi Sees the World" feature, enabling real-time environmental observation and interaction with users [5] - The system's AI capabilities have been significantly enhanced, including AI style effects and AI-assisted composition based on over 500,000 images [6] Full-Scene Interconnectivity Upgrade - HarmonyOS 6 introduces a new interconnectivity architecture, supporting over 660 applications [7][9] - The "Tap to Share" feature has expanded to support over 50 applications, enhancing cross-device collaboration in gaming and meetings [7] Developer Ecosystem Acceleration - The Harmony ecosystem has entered a phase of "exponential expansion," with over 1.3 billion lines of open-source code and 1,200 hardware and software products [10][12] - Huawei commits to investing over 6 billion yuan annually to support and incentivize Harmony developers [12]