Group 1 - The company has a layout for its BIOS products in the HarmonyOS ecosystem, although the current revenue contribution is relatively small [2] - The company is also a partner in the Euler ecosystem [2]

Core Insights - Huawei's HarmonyOS 5 has entered a mature development stage with over 10 million devices now utilizing the system, marking a significant milestone in its ecosystem expansion [1][5][6] - The HarmonyOS ecosystem is rapidly penetrating various sectors including government, finance, healthcare, and education, with numerous applications being adapted to enhance digital services [2][3][4] Group 1: HarmonyOS Ecosystem Development - Over 30,000 HarmonyOS applications and services are under development, indicating a robust growth trajectory for the ecosystem [1] - The ecosystem has achieved significant penetration in Beijing, with nearly 1,000 applications adapted for various sectors, enhancing user experience and operational efficiency [2] - Companies like e代驾 and 指掌易 are leveraging HarmonyOS features to innovate their service offerings, improving user experience through multi-device collaboration [3][4] Group 2: Market Performance and Developer Engagement - HarmonyOS 5 has undergone extensive upgrades, with over 40 Huawei devices adapted and more than 260 new features added, showcasing its technological advancements [5] - The developer community is thriving, with 8 million registered developers and significant engagement in learning and utilizing HarmonyOS tools [5][6] - Huawei's smartphone market share has rebounded to 18.1% in Q2 2025, reflecting the positive impact of the HarmonyOS ecosystem on its product sales [6]

Market Overview - The market experienced a slight decline with the three major indices falling marginally. The Shanghai Composite Index dropped by 0.02%, the Shenzhen Component by 0.12%, and the ChiNext Index by 0.17% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.59 trillion yuan, a decrease of 175.8 billion yuan compared to the previous trading day, marking the fifth consecutive day with a trading volume exceeding 2 trillion yuan [1] Sector Performance - AI hardware stocks remained strong, with Industrial Fulian hitting the daily limit and reaching a historical high. Robot concept stocks surged in the afternoon, with Top Group and others hitting the daily limit [1][2] - Huawei concept stocks showed strength, with Chengmai Technology and Sichuan Changhong hitting the daily limit. The latest developments in the HarmonyOS ecosystem were highlighted, with over 10 million HarmonyOS 5.0 terminals reported [2] - The white wine sector rebounded, with strong performances from brands like Jiu Gui Jiu and She De Jiu Ye. The State Council emphasized the need to stimulate consumption, which may benefit the sector [3] Individual Stock Highlights - Industrial Fulian continued its strong performance, hitting the daily limit, while other stocks like New Yi Sheng and Zhong Ji Xu Chuang reached historical highs [5] - The robot sector saw significant interest, with stocks like Top Group and Yi An Technology hitting the daily limit, indicating a broadening interest beyond just PEEK materials [3] - The liquor sector is showing potential for long-term investment, with expectations of recovery in consumer confidence and macroeconomic conditions [3] Future Market Outlook - The market is expected to continue a rotational upward trend, with a focus on identifying core stocks during pullbacks in popular sectors [7] - The overall trading volume remains robust, indicating strong market support despite the recent corrections [7]

Company News - China Shipbuilding announced that the number of valid dissenting shares is 0, and the stock will resume trading [5] - Midea Group stated on the interactive platform that it has undertaken the first large-scale all-liquid cooling intelligent computing data center project from China Telecom in the Guangdong-Hong Kong-Macao Greater Bay Area [5] - Tibet Tianluo reported a net loss of 112 million yuan for the first half of the year [5] - Yanghe Distillery announced a 45% year-on-year decline in net profit for the first half of the year [5] - Zhifei Biological announced a net loss of 597 million yuan for the first half of the year, marking a transition from profit to loss [5] - Tongzhou Electronics announced that the information circulating about the company entering the supply chain of Nvidia and other enterprises is untrue [5] - O-film Technology reported a net loss of 109 million yuan for the first half of the year, transitioning from profit to loss [5] - Chuangzhong Technology announced that if abnormal trading of the company's stock continues, it may apply for a trading suspension for verification [5] - Nanya New Materials announced that during the period of abnormal stock trading, board member Zhang Dong and others reduced their holdings of the company's shares [5] Industry News - The A-share market's total market capitalization has historically surpassed 100 trillion yuan, with an increase of 1.45 trillion yuan this year [3] - The positive performance of the A-share market has led to an increase in brokerage account openings, with most brokerages reporting a growth in new accounts, some reaching new highs for August [3] - According to a report by the China Automobile Dealers Association, only 30.3% of dealers met their sales targets in the first half of 2025, with 29.0% of dealers failing to meet 70% of their targets [3] - A new low-altitude flight route connecting Kunshan, Jiangsu, and downtown Shanghai has officially opened, allowing for a 20-minute direct flight between the two locations [3] - The Shenzhen Stock Exchange has sent a special letter to member units requesting assistance in conducting research on the network voting situation for customer credit trading guarantee securities accounts [4] - Bicycle prices have significantly decreased, with many brands dropping by around 1,000 yuan, and some high-end imported models seeing price reductions exceeding 50% [4] - The National Radio and Television Administration has issued measures to enrich television content and improve the supply of broadcasting content [4]

Core Viewpoint - The article discusses the rising popularity of the HarmonyOS 5 among young users, highlighting their enthusiasm for new technology and the system's unique features that cater to their needs and preferences [2][3][73]. User Demographics - The survey included 596 participants, with 64.4% male and 35.6% female, primarily consisting of university students (42.1%) and graduate students (25.4%) [4][3]. - Among the users of HarmonyOS 5, 42.7% are graduate students, and 50% are doctoral students, indicating a strong preference for the system among highly educated individuals [7][9]. Transition from Other Systems - 34.5% of young users switched from Android to HarmonyOS 5, while 28.6% transitioned from iOS, showing a significant shift towards embracing domestic technology [11]. - The main reasons for switching include supporting domestic technology (58.8%) and a desire to experience new technology (52.4%) [13][14]. User Experience and Features - Over 70% of users have engaged with HarmonyOS 5 for more than three months, breaking the typical "three-month novelty" barrier [16]. - Users rated the overall experience of HarmonyOS applications at an average of 4 out of 5, with the highest satisfaction in interface interaction (4.4) and multi-device collaboration (4.3) [21][22]. AI Integration - 63.1% of young users frequently or occasionally use Huawei's AI assistant, Xiao Yi, with the most popular features being AI knowledge Q&A (61.9%), AI image recognition (42.1%), and AI writing (36.7%) [30][38]. - The assistant is seen as a valuable tool for enhancing learning efficiency and assisting in daily tasks [29][40]. Multi-Device Collaboration - 90% of young users require at least two devices for work or study, with the most favored combination being a computer and a phone (49.7%) [44][45]. - The most utilized cross-device collaboration features include file transfer (85.2%) and cross-device copy-paste (64.4%) [49]. Data Privacy Concerns - 96% of young users are highly vigilant about data privacy, with 83.9% prioritizing sensitive data permission control [52][56]. - HarmonyOS 5 addresses privacy concerns by minimizing and precisely controlling permissions, enhancing user trust [58][59]. Engagement in Development - 13.4% of young users have participated in HarmonyOS-related activities, with the most common being public lectures and technical seminars [61][62]. - There is a growing interest in becoming developers for HarmonyOS, particularly among engineering students [70]. Future Outlook - The article concludes that HarmonyOS 5 is gaining traction among young users, who are not only using the system but also engaging in its development, indicating a promising future for the platform [73][75].

据软通动力消息，8月15日，软通动力与海口市政府签署战略合作协议。根据协议，双方将重点在数字 化运营、硬件出海供应链、AI与算力建设、鸿蒙生态研发、软通国际业务拓展及产教融合等核心领域 展开协作。 ...

Group 1 - HarmonyOS 5 terminal count has surpassed 10 million, marking a significant milestone for the Harmony ecosystem [1] - The CCTV program "Dialogue" featured discussions on building the Harmony ecosystem with representatives from Huawei, Tencent, Alibaba, and academia [1] - Tencent's representative highlighted the collaborative development process with HarmonyOS, emphasizing the positive feedback loop in addressing challenges [1] Group 2 - Huawei's executive expressed gratitude towards Chinese tech companies for their collective efforts in achieving the milestone [1] - Tencent's development team experienced initial challenges but found the iterative feedback process with HarmonyOS to be beneficial [1] - The term "listening to advice" was used to describe the effective collaboration between Tencent and HarmonyOS during the development phase [1]

2025.08.18 本文字数：1918，阅读时长大约3分钟 作者 |第一财经 李娜 8月18日，鸿蒙概念股异动，消息层面上，在近日的一场访谈中，华为常务董事、终端BG董事长余承东 透露，鸿蒙生态预计到年底能够做到与安卓和iOS的生态看齐。截至目前，鸿蒙5终端数量已突破1000 万。 根据阿里集团淘天鸿蒙合作代表儒轩透露的时间表，今年9月30日前，淘天集团包括淘宝、天猫、闲 鱼、1688等APP都将实现核心链路100%适配鸿蒙。 鸿蒙2019年8月正式对外发布，版本已经到了5.1，鸿蒙6的开发者Beta也已正式面向开发者启动报名， 但在快速发展的同时，也伴随着噪音与阵痛。 "做鸿蒙系统是一个非常大的冒险，但华为也很笃定，感谢中国科技企业的集体冲锋，将不可能变为可 能。"余承东表示，华为已投入近百亿资金资源支持开发者迁移，接下来走向全球，实现三分天下必有 其一。 首次披露研发费用：已达数百亿 "鸿蒙研发六年以来，每年投入超过一万名研发人员，累计研发费用达数百亿，代码量已达1.3亿行。这 笔投入是非常巨大的，但对国家信息基础设施安全具有重要意义。"余承东在《对话》栏目中表示，从 计算机诞生以来，芯片与操作系统领域 ...

受此消息影响，8月18日早盘，华为海思人气股深圳华强（000062.SZ）一字涨停炸板后会迅速回封，华胜天成（600410.SZ）随后跟板，引爆华为相关概 念股。 截至今日收盘，华为概念板块涨2.53%，华为手机概念板块涨4.09%，华为海思概念股板块涨4.93%，鸿蒙概念板块涨2.62%。 | ഗ്ച | 最新 | 涨幅 | | --- | --- | --- | | 华为概念 | 3257.343 | 2.53% | | 885806 | | | | 华为手机 | 1421.709 | 4.09% | | 886091 | | | | 华为海思概念股 3457.723 | | 4.93% | | 885843 | | | | 鸿蒙概念 | 2104.178 | 2.62% | | 885923 | | | 另据央视财经，8月17日，华为常务董事、终端BG董事长余承东在最新的《对话》栏目中表示，鸿蒙用户上百万是个艰难的过程，但很短的时间就到了 1000万，到几千万可能会更快。将来全中国甚至全世界的终端都能跑鸿蒙，希望携手更多中国应用出海，通过鸿蒙框架走向世界。 图片来 源：视频截图 每经编辑｜金冥羽 据智通 ...

据智通财经，近期有部分华为Pura 80系列用户反馈，系统升级后可在设置中查看麒麟芯片信息。这是时隔4年之后，麒麟芯片信息在华为手机 上首次公开展示。 受此消息影响，8月18日早盘，华为海思人气股深圳华强（000062.SZ）一字涨停炸板后会迅速回封，华胜天成（600410.SZ）随后跟板，引爆 华为相关概念股。 截至今日收盘，华为概念板块涨2.53%，华为手机概念板块涨4.09%，华为海思概念股板块涨4.93%，鸿蒙概念板块涨2.62%。 | 2 73 | 最新 | 涨幅 | | --- | --- | --- | | 华为概念 | 3257.343 | 2.53% | | 885806 | | | | 华为手机 | 1421.709 | 4.09% | | 886091 | | | | 华为海思概念股 3457.723 | | 4.93% | | 885843 | | | | 鸿蒙概念 | 2104.178 | 2.62% | | 885923 | | | 另据央视财经，8月17日，华为常务董事、终端BG董事长余承东在最新的《对话》栏目中表示，鸿蒙用户上百万是个艰难的过程，但很短的时 间就到了1000万， ...