6月20日，一年一度的华为开发者大会在华为东莞松山湖园区开幕。华为常务董事、终端BG董事长余承东以"鸿蒙世界 万象新生"为主题进行了开幕演 讲。 他分享道："如今Open Harmony开源代码行数已经达到1.3亿行、社区贡献者达到8786个、开发的软件产品达到1200余款、发行版已达到69款。" 本届大会上，华为正式推出了HarmonyOS 6 Beta版，官宣向开发者开放，并官宣了包括智能体框架和代码工具DevEco CodeGenie在内的、针对开发者的全 新服务或功能。 此外，盘古大模型5.5也正式发布，并对自然语言处理，多模态等5大基础模型全面升级。 HarmonyOS 6 Beta版开放，将支持AI智能体框架 本届华为开发者大会的最大看点是HarmonyOS 6 Developer Beta将正式面向开发者启动。余承东用三个词总结了HarmonyOS 6的特点，"更智能、低时延、 更开放"。 据官方分享，本次更新中鸿蒙的"诚意"主要体现在，智能体相关的AI原生功能开放，以及通过各类开发者套件来进一步降低开发门槛。 开幕演讲中余承东官宣，HarmonyOS 6 将开放HMAF鸿蒙智能体框架（Harm ...

Core Insights - Huawei launched the HarmonyOS 6 Developer Beta at the HDC 2025, introducing new innovations such as the HMAF framework and the Starlight Program with a total investment of 100 million yuan to support developers [1][20] - The HarmonyOS ecosystem has seen significant growth, with over 40 devices running HarmonyOS 5 and more than 30,000 applications in development, including over 100 enterprise applications [1][18] Connectivity and User Experience - HarmonyOS 6 features a new connectivity architecture that supports over 660 applications, enhancing user experience with low latency and seamless sharing capabilities [3][5] - The "One Touch" feature has been upgraded to allow users to share content easily between devices, such as photos and videos, without using data [3][5] AI and Smart Capabilities - The introduction of the HMAF framework allows developers to create intelligent agents that can perform tasks with simple voice commands, enhancing the overall efficiency of mobile applications [7][9] - AI privacy protection features have been upgraded to ensure user data remains private, with capabilities like automatic content hiding when someone else is looking at the device [11] Performance and Application Integration - HarmonyOS 6 improves application performance with instant loading and seamless transitions between devices, supported by the Ark Engine [13][16] - The system's scanning capabilities have been enhanced, allowing for long-distance QR code scanning, improving user convenience [14] Ecosystem Development and Partnerships - Huawei is fostering ecosystem growth by collaborating with various partners to introduce innovative features across different sectors, enhancing user experiences in travel, entertainment, and shopping [18][20] - The Starlight Program aims to encourage innovation among campus developers and creative talents, further enriching the HarmonyOS ecosystem [20][22]

鸿蒙生态继续加速。 去年，华为在开发者大会上推出了从内核到应用全栈自研的操作系统HarmonyOS NEXT（即"鸿蒙5"），推动 鸿蒙正式走向原生鸿蒙。 鸿蒙6是原生鸿蒙的第二个版本，余承东介绍，鸿蒙6将带来全新的互联和智能体验，全场景体验更易用，时延 更低；鸿蒙智能再进化，AI能力更开放。同时，HMAF鸿蒙智能体框架赋能鸿蒙应用和元服务智能化升级，让 人机交互更自然、强大、高效和协同。在会上，余承东宣布，鸿蒙6开发者Beta版今日面向开发者正式启动。 据了解，鸿蒙6开发者Beta版首次发布鸿蒙智能体框架（HMAF, Harmony Agent Framework），并带来全新的鸿 蒙智能体。基于强大的AI能力，让应用真正从传统的"以用户指令为中心"转变为"以用户意图为中心"，从应用 的"被动响应"到智能体的"主动服务"的质变。鸿蒙应用将"生而智能"，更精准预判用户需求，快一步实现用户 意图。鸿蒙智能体提供丰富AI工具，让开发者更容易打造AI应用。 据介绍，鸿蒙智能体的核心优势在于"软-硬-云"生态的全链路打通：通过系统工程思维，整合了丰富的端侧数 据和硬件体系，能够充分了解用户的意图和偏好，更好地支撑AI ...

Core Insights - Huawei's Developer Conference (HDC 2025) showcased the latest advancements in technology and strategic plans for the HarmonyOS ecosystem [1][3] - HarmonyOS 6 is set to enter Beta testing for developers, marking a significant update just 8 months after the release of HarmonyOS 5 [3] - The conference highlighted technological breakthroughs and ecosystem progress within HarmonyOS [3][4] Technological Breakthroughs - HarmonyOS 6 leverages advanced technologies such as Harmony AI, Pangu model/MindSpore framework, Ark Engine, and Star Shield security architecture to enhance connectivity, intelligence, security, and user experience [4] - The system supports over 50 apps for seamless sharing and collaboration, significantly improving work efficiency [6] - With over 4,000 applications integrated through AI components and 470 services connected to the intent framework, HarmonyOS aims to create a comprehensive intelligent interaction ecosystem [6] Developer and Ecosystem Innovation - The HarmonyOS ecosystem is designed to break down device barriers, enabling intelligent interconnectivity across various applications, from office software to smart home devices [7] - Over 8 million developers are contributing to the HarmonyOS ecosystem, with more than 30,000 applications and services actively being developed and updated [9] - Huawei organized various developer activities, including the 2025 HarmonyOS Innovation Competition, to stimulate creativity and innovation within the ecosystem [11] Developer Engagement and Training - The conference featured events like the Geek Marathon and CodeLabs training camp, providing developers with hands-on experience and training in advanced technologies [12] - The training camp focuses on practical applications of Huawei's cloud products, enhancing developers' skills and project experience [12] Ecosystem Growth and User Experience - The open-source HarmonyOS has accumulated over 1.3 billion lines of code and nearly 9,000 community contributors, fostering innovation across multiple industries [12] - More than 1 billion devices are now connected to the HarmonyOS ecosystem, facilitating seamless interconnectivity and enhancing user experience [14] - The advancements in the HarmonyOS ecosystem reflect its strong appeal and ability to attract developers, partners, and users, promoting a collaborative and innovative environment [14]

金十数据6月20日讯，华为开发者大会2025在广东东莞举行。华为常务董事、终端BG董事长余承东表 示，鸿蒙生态经过635个日夜的发展，已从应用鸿蒙化阶段走向了"指数级扩张"的飞轮加速新阶段。开 发者大会上，华为宣布HarmonyOS 6启动开发者公测。据悉，HarmonyOS 6将带来全新的互联和智能体 验，全场景体验更易用，时延低达毫秒级；鸿蒙智能再进化，AI能力更开放。HarmonyOS 6开发者公测 版首次发布鸿蒙智能体框架（HMAF），并推出全新的鸿蒙智能体。首批50多个鸿蒙智能体即将上线。 （中证金牛座） 华为：HarmonyOS 6启动开发者公测，首批超50个鸿蒙智能体将上线 ...

华为开发者大会2025（HDC 2025）即将于6月20日在风景如画的松山湖盛大启幕，这是一场备受瞩目的 技术盛宴，聚焦于鸿蒙生态的最新进展与应用开发的新篇章。作为鸿蒙生态年度最重要的技术盛会，大 会将通过线下与多个线上平台同步直播，让全球的开发者与技术爱好者都能共襄盛举。 大会首日，精彩的主题演讲将率先亮相，深入剖析鸿蒙生态建设的最新成果。演讲将围绕HarmonyOS 在系统能力、应用生态、全场景体验及开发者友好度等方面的全面升级展开，同时揭秘华为与产业伙伴 在共建生态底座方面的深度合作实践。这无疑为开发者们提供了一个把握鸿蒙生态前沿趋势、技术演进 路径及生态合作机遇的绝佳窗口。 紧接着，在6月21日上午，专为开发者设计的"开发者主题演讲"将隆重登场。华为软件高级技术专家将 细致讲解HarmonyOS在提升应用开发效率、AI赋能及创新体验等方面的技术革新。众多合作伙伴也将 分享他们基于HarmonyOS的创新应用案例，为开发者们带来丰富的实战经验和技术启示。 處 极客马拉松 经激烈比拼,15 强开发者团队齐聚松山湖。欢迎走进 HDC 极 客马拉松 2025 开幕仪式直播间,共赴这场技术盛宴!您将看到 各团队 ...

Group 1 - The event "HDD·Dongguan Harmony Ecosystem Partner Forum" gathered over a hundred institutions and enterprises to witness the innovative experiences brought by Harmony, highlighting Dongguan's commitment to digital economic transformation and smart transition [1] - Dongguan's government and enterprises are focusing on enhancing information security, collaborative management, and efficiency during their digital transformation, with Harmony's advantages meeting diverse digital service needs [1] - The Guangdong government is prioritizing the development of the open-source Harmony ecosystem, introducing policies like the "Ten Measures for Open-source Harmony" to drive ecological development and support industrial applications [2] Group 2 - Dongguan's manufacturing sector has a strong foundation in smart mobile terminals, robotics, smart home devices, and other fields, which will enhance product competitiveness and market expansion through integration with the Harmony ecosystem [2] - 2025 is identified as a critical year for the maturity of the Harmony ecosystem, with Huawei's terminals fully entering the Harmony era, aligning with the trends of digital technology and industrial upgrades in Guangdong [2] - Various enterprises shared their practical experiences in the Harmony ecosystem, showcasing innovations in finance, healthcare, and artificial intelligence, emphasizing the collaborative potential of the ecosystem [3] Group 3 - Huawei is actively providing training, technical support, resource sharing, and market promotion to encourage partners to join the Harmony ecosystem, aiming to create a favorable development environment for various industries [3] - The forum emphasized the collective effort to establish Guangdong as a highland for Harmony ecosystem development, unlocking new potential in the digital industry [3]

Core Insights - Huawei launched the Pura 80 series and announced the upgrade of HarmonyOS 5.1, indicating significant advancements in its operating system and ecosystem [1][3][11] Product Launch and Features - The Huawei Pura 80 series is the first to feature HarmonyOS 5.1, which will be available for upgrade starting July [1] - HarmonyOS 5.1 introduces a new design style and enhanced user interaction features, including AI interactive themes and customizable elements [6][8] - The new AI assistant, "Xiao Yi," offers improved capabilities such as real-time translation and multi-modal interaction, enhancing user experience [8] Ecosystem Development - Since its launch, HarmonyOS has undergone over 30 iterations and added more than 200 features, showcasing its rapid evolution [11] - The ecosystem has seen significant user engagement, with daily application updates exceeding 400 and 7.2 million downloads [11] - The introduction of over 20,000 HarmonyOS applications and services reflects the growing developer support and ecosystem vitality [11] Strategic Positioning - The development of HarmonyOS represents a shift in China's tech industry from application innovation to foundational innovation, highlighting the potential for a self-sustaining operating system ecosystem [13] - The increasing collaboration with industry partners and developers signifies a robust commitment to building the Harmony ecosystem [13]

——华为鸿蒙点评 投资要点 证券研究报告 | 行业点评 | 计算机 计算机 报告日期：2025 年 06 月 12 日 华为 HDC 召开在即，国产操作系统进入新阶段 ❑ 华为开发者大会 2025（6 月 20-22 日）即将召开，鸿蒙 PC 落地标志操作系统国 产化进入新阶段，建议关注昇腾算力、鸿蒙生态链、机器人三大主线。 ❑ 开发者大会是华为发布重要产品的关键节点 复盘过往，每一次 HDC 大会都是华为里程碑产品的发布节点：2018 年推出昇腾 芯片，2019、2020、2021、2023 相继推出 HarmonyOS 1.0-4.0， 2021 年发布盘古 大模型。我们预计 2025 HDC 上，华为同样有望发布重磅产品。参考过往鸿蒙系 统往往在 HDC 中发布，本次大会有望展示鸿蒙系统的最新进展，HarmonyOS 6.0 值得期待。此外考虑到华为此前成立全球具身智能产业创新中心、鸿蒙 PC 问世、 昇腾超节点技术推出，建议关注昇腾算力、鸿蒙生态链、机器人。 ❑ 从现有已公布的议程看，大会活动将着重于鸿蒙系统、华为云、AI 应用 大会包括了 HarmonyOS 公开课、HarmonyOS 极客马拉松， ...

余承东介绍，自HarmonyOS 5开启公测以来，日均400多个应用版本更新，鸿蒙生态正以日新月异之势 冲刺。HarmonyOS 5.1将于今年7月开启升级，首批升级机型包含华为Mate 70系列、华为Pura X、华为 MatePad Pro 13.2英寸等。此次发布的Pura 80系列出厂就搭载鸿蒙5.1操作系统，随着鸿蒙操作系统在核 心旗舰的落地和普及，将反过来推动鸿蒙生态快速成熟。 首款鸿蒙AI智能手表华为WATCH 5也在会上正式亮相。过去，智能手表的 " 智能 " 多依赖于手机算力 的延伸，而华为 WATCH 5借助"软端云"协同的鸿蒙AI技术底座，构建了一套可以独立运转的智慧架 构。例如，通过内置的运动传感器和表底的光学传感器协同工作，手表可以精准捕捉"划一划"和"敲一 敲"这两个指尖"微动作"，这让人们在双手被占用时，也能轻松完成接听电话、切换音乐等操作。 6月11日，华为旗舰手机Pura 80及首款搭载"纯血鸿蒙"的AI智能手表华为WATCH 5发布。华为常务董 事、终端BG董事长余承东在发布会上表示，科技长跑拼的是长期的研发投入耐力。华为近十年研发累 计投入12490亿元，累计全球有效授权 ...