Core Viewpoint - Huawei has officially entered the HarmonyOS era with the launch of its Harmony computers, including the MateBook Pro and the MateBook Fold, which is the world's largest foldable screen computer at 18 inches [1][26]. Group 1: Product Launch and Features - Huawei launched two new Harmony computers: MateBook Pro and MateBook Fold, with the latter being the first foldable computer from Huawei [1]. - The MateBook Fold features a foldable screen that operates independently in both folded and unfolded states, enhancing user experience [7]. - The MateBook Pro series offers four configurations, priced between 7999 yuan and 10999 yuan [30]. Group 2: Ecosystem and Application Development - Over 150 dedicated computer ecosystem applications have been rapidly adapted to HarmonyOS, with the number of integrated applications increasing from over 300 to over 1000 in just ten days [1][3]. - By the end of this year, Huawei expects Harmony computers to support over 2000 integrated ecosystem applications [3]. - Key applications such as Feishu, Xiaohongshu, Bilibili, and WPS have already adapted to Harmony computers, covering essential user scenarios [4]. Group 3: Technological Innovations - Harmony computers feature proprietary AI technology, enabling functions like PPT creation and meeting minutes summarization through voice commands [5]. - The distributed soft bus technology allows seamless interaction between Huawei devices, including smartphones, tablets, and computers [5]. Group 4: Market Position and Future Outlook - Currently, Windows dominates the PC market with a share of approximately 75%-80%, while HarmonyOS aims to create new market opportunities through its distributed capabilities [7]. - Huawei's commitment to building a robust software ecosystem is evident, with over 10,000 engineers working on HarmonyOS and more than 2700 patents accumulated [4][8]. - The launch of the Harmony computers marks the beginning of a significant competitive phase for Huawei in the PC industry [8].

Economic Data Summary - April industrial added value increased by 6.1% year-on-year, down 1.6 percentage points from the previous value [1] - April retail sales grew by 5.1% year-on-year, down 0.8 percentage points from the previous value [1] - Fixed asset investment in the first four months increased by 4.0% year-on-year, down 0.2 percentage points from the previous value [1] - Real estate development investment in the first four months saw a year-on-year decline of 10.3%, widening from the previous decline of 9.9% [1] Economic Shortcomings - Fixed asset investment growth is low and shows signs of further deceleration, indicating insufficient capital formation for total demand [2] - Real estate market shows signs of regression, with prices not stabilizing yet [2] - The overall price level in April was lower than in March, with nominal GDP growth around 4.4%, indicating a low price center [2] Real Estate Market Insights - In April, the sales area of second-hand houses in 18 key cities decreased by 10.8% month-on-month, significantly weaker than seasonal averages [2] - Concerns about tariffs and declining exports may lead to further downward pressure on the real estate market [5] Stock Market Overview - A-shares showed mixed performance with the Shanghai Composite Index flat, while the Shenzhen Component Index and the ChiNext Index fell by 0.08% and 0.33% respectively [8] - The total market turnover was 111.9 billion yuan, a decrease of 5.2 billion yuan from the previous day [8] - The port and shipping sector saw significant gains, with several stocks hitting the limit up [8] Investment Trends - Major asset restructuring transactions have surged, with a year-on-year increase of 1160% in transaction volume [8] - The consumer sector is experiencing high growth, particularly in new consumption trends [10] Corporate Developments - Huawei launched two new HarmonyOS computers, indicating a push in the consumer electronics market [13] - The EU has approved a 150 billion euro arms loan plan, reflecting increased military spending [15]

Core Insights - Huawei has officially entered the HarmonyOS era with the launch of its HarmonyOS computers, including the MateBook Pro and the world's largest 18-inch foldable computer, the HUAWEI MateBook Fold [1][4] - The number of dedicated applications for HarmonyOS computers has rapidly increased from over 300 to over 1000 in just over ten days, with expectations to exceed 2000 by the end of the year [1][3] Group 1: Product Launch and Features - Huawei's HarmonyOS computers cover essential user scenarios such as office work, design, finance, entertainment, education, and gaming, with applications like Feishu, Xiaohongshu, Bilibili, and WPS already adapted [4] - The foldable computer features the industry's largest foldable screen with a waterdrop hinge, allowing for stable multi-angle operation and independent desktop functionality for both screens [6] Group 2: Market Position and Strategy - The current PC market is dominated by Windows (75%-80% market share), followed by Mac OS (approximately 15%) and Chrome OS (5%), indicating significant challenges for HarmonyOS [6] - Despite the challenges, HarmonyOS is seen as opening new market opportunities, particularly due to its distributed capabilities and cross-device interaction [6] Group 3: Future Outlook - Huawei's Executive Director, Yu Chengdong, emphasized the need for continuous growth in the HarmonyOS ecosystem, stating that every line of code is rewriting the future of China's computer industry [7]

Core Viewpoint - Huawei is set to launch the HarmonyOS foldable laptop during the nova 14 series and HarmonyOS computer product launch event on May 19 [1] Group 1 - The event will showcase new products including the nova 14 series and HarmonyOS computers [1]

Core Viewpoint - The Shanghai Stock Exchange's main board shows strong resilience and stability in 2024, supported by a series of incremental policies, with significant growth in net profits and operational cash flow recovery [1][2]. Financial Performance - In 2024, the main board companies achieved a total operating income of 49.57 trillion yuan, maintaining stability year-on-year; net profit reached 4.35 trillion yuan, with a year-on-year growth of 1.9% [1]. - The annual performance trend was characterized by a decline in net profit of 1% in the first half, followed by a significant recovery with a 5% increase in the second half [2]. - Operating cash flow improved significantly, with a year-on-year growth of 15% in the fourth quarter, restoring to the previous year's level [2]. Industry Transition - Over the past decade, the leading industries on the main board have shifted from traditional sectors like finance and energy to emerging sectors such as automotive and biomedicine, with market capitalization in these sectors reaching 2 trillion yuan and 1.5 trillion yuan respectively [3]. - The proportion of emerging industry companies among the top 50 by market capitalization has increased to 50%, indicating a significant rise in both quantity and market share [3]. Emerging Industries Growth - The number of companies in emerging industries has risen to 40% over the past decade, with net profit compound growth reaching 11%, outperforming traditional industries by 5 percentage points [4]. - Emerging industries are driving the transformation of the economy towards high-quality development, fostering innovation and enhancing the value chain [4]. Corporate Governance and Efficiency - As of 2024, 946 companies on the main board have disclosed "quality improvement and efficiency enhancement" action plans, with nearly 60% of these companies achieving profitability [5]. - The overall dividend scale reached a new high in 2024, with 1,259 companies declaring cash dividends totaling 1.77 trillion yuan, a year-on-year increase of 6% [6]. Market Dynamics - The number of companies implementing share buybacks and major shareholder increases has doubled, with buyback plans disclosed by 400 companies and shareholder increase plans by 380 companies [7]. - The total amount for buybacks and increases reached 843 billion yuan and 537 billion yuan respectively, indicating strong market confidence [7]. Mergers and Acquisitions - In 2024, over 1,500 new merger transactions were recorded on the main board, with a total transaction value exceeding 1.4 trillion yuan, reflecting increased market activity [9]. - The core logic of mergers and acquisitions remains focused on industrial integration and enhancing competitive advantages, with traditional industries restructuring assets and emerging industries expanding their technological capabilities [10]. Capital Market Efficiency - Mergers and acquisitions are seen as key tools for optimizing resource allocation in the capital market, enhancing efficiency and vitality [11]. - Successful restructuring cases can boost investor confidence and attract long-term capital, contributing to the overall improvement of the capital market [11].

在今日举行的鸿蒙电脑技术与生态沟通会上， 首款鸿蒙电脑正式亮相，而华为智慧办公将升级为鸿蒙办公 。在鸿蒙电脑应用适配方面，头 部150个应用已经启动开发，预计到年底将支持超过2000个应用。 来源：财联社 往期推荐 于东来刘强东联手！ 涨幅全行业第一！多股"20cm"涨停 关注" 新华网财经 "视频号 更多财经资讯等你来看 ...

不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 5月8日，华为在深圳举办鸿蒙电脑技术与生态沟通会。华为终端BG平板与PC产品线总裁朱懂东表示， 华为终端全面进入鸿蒙时代。 其介绍，鸿蒙电脑经过五年布局，集结超过1万名顶尖工程师，联合20多家研究所，积累超过2700项核 心专利。 朱懂东介绍，鸿蒙电脑搭载了HarmonyOS 5，采用鸿蒙内核，带来精致、智能、安全、流畅、互联的体 验；鸿蒙电脑从内核开始重构操作系统，构筑鸿蒙办公新体验。 据悉，鸿蒙电脑应用开发持续加速，当前超过150个专属电脑生态应用已经全部启动开发，300多个融合 生态应用已完成适配，预计今年年底融合生态应用超过2000个。 鸿蒙电脑依托分布式软总线技术，具备自然、无缝、无感的跨设备互联体验，支持与华为手机、电脑、 平板三设备键鼠共享。通过手眼同行、跨设备互通、应用接续、华为分享，可实现华为手机、平板与电 脑之间的无缝衔接，提升办公效率。 鸿蒙电脑还实现了AI能力与底层硬件、操作系统、软件应用的深度融合，鸿蒙电脑的小艺可实现在会 议记录、文档处理、知识问答等方面的智慧交互。 朱懂 ...

在今日举行的鸿蒙电脑技术与生态沟通会上，首款鸿蒙电脑正式亮相，而华为智慧办公将升级为鸿 蒙办公。在鸿蒙电脑应用适配方面，头部150个应用已经启动开发，预计到年底将支持超过2000个应 用。 ...

华为已申请多个鸿蒙电脑相关商标 金十数据5月7日讯，华为将于5月8日上午在深圳召开鸿蒙电脑技术与生态沟通会，会上鸿蒙电脑将正式 亮相。天眼查知识产权信息显示，今年2月，华为技术有限公司已申请注册多个"鸿蒙电脑"相关图形商 标，国际分类涉及网站服务、广告销售、科学仪器，当前商标状态为等待实质审查。 ...

Group 1 - Huawei Pura X, a new foldable smartphone, features a 16:10 aspect ratio inner screen and a 1:1 outer screen, combining tablet-level viewing with mobile portability [1][2] - The device is equipped with an AI eye movement paging system and the upgraded HarmonyOS 5.0, enhancing user experience and performance by 40% [3][4] - The pricing strategy for Huawei Pura X starts at 7499 yuan, positioning it between other Huawei foldable models and competing directly with high-end devices like the iPhone 16 and Samsung's Z Flip6 [4][5] Group 2 - Despite initial pricing controversies, Huawei Pura X achieved significant sales, with 100,000 units sold on its first day, indicating strong consumer demand [5][6] - Huawei maintains a leading position in the Chinese foldable smartphone market, holding a 51.29% market share, with the overall market expected to grow by 30.8% in 2024 [5][6] - The launch of Pura X represents Huawei's differentiated strategy in the foldable smartphone sector, aiming to expand its market presence through attractive financing options [6]