Core Insights - Huawei's HarmonyOS ecosystem is expanding rapidly, with over 40 devices now running HarmonyOS 5, which includes more than 260 new features and over 280,000 developer submissions [1][2] - The launch of the HUAWEI MatePad Pro 12.2-inch marks Huawei's entry into the high-end tablet market, with a starting price of 3999 yuan, positioning it against Apple's offerings [1][4] Group 1: HarmonyOS Expansion - HarmonyOS 5 is being adopted across various Huawei devices, including tablets, computers, and wearables, with tablets being the second most important hardware category after smartphones [2][3] - The operating system has been designed to enhance productivity, with new applications like WPS Office and video editing tools being introduced [2][3] - Huawei aims to achieve a significant user base for HarmonyOS, with internal encouragement for employees to adopt the system [3][4] Group 2: Competitive Landscape - Huawei's MatePad Pro 12.2-inch is priced between 3999 and 5099 yuan, while Apple's iPad Pro starts at 7399 yuan, indicating a competitive pricing strategy in the high-end market [4][5] - Xiaomi is also entering the high-end tablet market, aiming to compete directly with Apple, with its recent product launches and a significant increase in market share [5][6] - In Q1, Huawei led the Chinese tablet market with a 34.5% share, followed by Apple at 22.5%, indicating a competitive landscape where both companies are key players in the premium segment [6][7]

Core Viewpoint - Huawei has achieved comprehensive coverage of HarmonyOS 5 across key terminal categories, including smartphones, computers, wearables, smart screens, automotive systems, and tablets, with over 40 devices now running the operating system [1]. Group 1: Market Competition - The competition in the terminal market has shifted from a focus on individual device performance to breaking down ecological barriers between devices, which is crucial for Huawei to gain an advantage [1]. - The integration of computer applications into mobile devices and tablets is a significant step towards building a "multi-end native ecosystem" for HarmonyOS [1]. Group 2: Technical Development - Building a software ecosystem bridge between smartphones, tablets, and computers is complex due to different interaction methods, requiring intricate adaptation processes [2]. - Huawei has developed a PC application engine based on the HarmonyOS native framework, enabling the deployment of PC-level applications on tablets, thus enhancing performance to be closer to that of PC operations [3]. Group 3: Application Examples - Applications like WPS Office have been adapted for HarmonyOS, allowing for a near 1:1 replication of desktop functionalities on tablets, facilitating seamless transitions between devices for document editing [4]. - Industrial software such as Zhongwang CAD is now available on HarmonyOS, providing comprehensive tools for professional scenarios like industrial design and architectural drawing, achieving a near-PC experience on tablets [4]. Group 4: Ecosystem Development - The long-term health of the HarmonyOS ecosystem relies not only on technical breakthroughs but also on generating positive commercial outcomes that engage all participants in the ecosystem [4]. - As HarmonyOS iterates and terminal devices increase in volume, the focus is shifting towards cross-device capabilities and the construction of a productivity matrix for mobile terminals [4].

Core Viewpoint - Huawei's new MatePad Pro 12.2-inch tablet represents a significant advancement in both hardware and software, aiming to transform the tablet from an entertainment device to a professional productivity tool, leveraging the HarmonyOS ecosystem for deeper integration across devices [1][6]. Group 1: Product Features and Innovations - The new tablet features a novel cooling architecture and integrates HarmonyOS 5, resulting in a 30% performance increase, a 20% improvement in operational smoothness, and a 53% enhancement in split-screen and multi-window capabilities [2]. - The introduction of desktop-level software applications, such as WPS Office and CAD software, marks a shift in the tablet's functionality, allowing it to compete more directly with PCs [2][3]. - The tablet's design allows seamless connectivity with Huawei's ecosystem, including smartphones and laptops, breaking down barriers between devices [2][3]. Group 2: Market Position and Impact - Huawei holds a 34.5% market share in the Chinese tablet market, leading over Apple, which has a 22.5% share, indicating strong competitive positioning [3]. - The launch of the new tablet is expected to intensify competition in the high-end tablet market, as it redefines the tablet's role within the broader HarmonyOS ecosystem [3]. Group 3: Ecosystem Development - The release of the new tablet completes the HarmonyOS ecosystem's coverage across key devices, including smartphones, tablets, PCs, wearables, and more, solidifying its market presence [2][3]. - The involvement of various companies in the supply chain, such as Luxshare Precision and Huizhou Guanghong Technology, highlights the growing maturity of the HarmonyOS ecosystem [4]. - Partnerships with companies like Softcom and Xinwanda for system development and battery supply further enhance the ecosystem's robustness [4][5].

Core Viewpoint - The success of Huawei's HarmonyOS ecosystem is closely tied to the effectiveness of productivity tools and capabilities in the commercial sector [1][4]. Group 1: Product Launch and Ecosystem Development - On July 24, Huawei launched the HUAWEI MatePad Pro 12.2-inch tablet equipped with HarmonyOS 5, completing the coverage of HarmonyOS 5 across key terminal categories including smartphones, computers, wearables, smart screens, and automotive systems [1]. - Over 40 devices are now running on HarmonyOS 5, indicating a significant expansion of the ecosystem [1]. - The integration of applications such as ZWS CAD, WPS Office, and Jianying Pro on HarmonyOS tablets marks a breakthrough in bridging the mobile and computer software ecosystems [1]. Group 2: Market Competition and Ecosystem Integration - The current competition in the terminal market has shifted from focusing solely on device performance to breaking down ecological barriers between devices [1]. - Huawei aims to establish a "multi-end native ecosystem" by extending computer applications to smartphones and tablets, which is crucial for gaining a competitive edge [1]. Group 3: Technical Challenges and Solutions - Building a software ecosystem bridge between smartphones, tablets, and computers is complex due to different interaction methods, such as keyboard and mouse reliance for computers versus touch for mobile devices [3]. - Huawei has developed a PC application engine under the HarmonyOS framework, enabling the deployment of "HarmonyOS computer applications" on tablets, providing a near-PC operational experience [3]. - WPS Office and industrial software like ZWS CAD have been adapted for HarmonyOS, allowing for a similar experience on tablets as on PCs [3]. Group 4: Future Prospects and Collaboration - The development of HarmonyOS is moving towards cross-device capabilities and the establishment of a productivity matrix as the ecosystem matures [4]. - Huawei is fostering a native development system through partnerships, which is essential for the commercial success of productivity tools and capabilities, ultimately determining the long-term viability of the HarmonyOS ecosystem [4].

Core Viewpoint - The launch of the HUAWEI MatePad Pro 12.2-inch, equipped with HarmonyOS 5, marks a significant advancement in tablet technology, enabling a professional productivity experience on mobile devices that was previously limited to simplified software versions [1][6]. Group 1: Product Launch and Features - The HUAWEI MatePad Pro 12.2-inch is the first tablet to fully integrate HarmonyOS 5, allowing for a seamless transition from PC to mobile productivity applications [1]. - The introduction of the professional version of Jianying (剪映) on HarmonyOS tablets signifies a breakthrough in providing users with both simplified and comprehensive editing tools, catering to diverse creative needs [2][6]. Group 2: Innovative Technology and User Experience - Unique features such as finger drag-and-drop for cross-window material sourcing and mouse sharing across devices enhance the editing experience, allowing users to easily transfer content between devices [4]. - AI-assisted features in the Jianying professional version, including automatic subtitle generation, smart color adjustment, and AI-generated stickers, significantly improve the editing process and user creativity [4]. Group 3: Industry Impact and Future Developments - The collaboration with ByteDance to launch the professional version of Jianying on HarmonyOS tablets represents a milestone in combining professional capabilities with portability, setting a benchmark for the industry [6]. - Future updates for the Jianying professional version will introduce more advanced editing and AI capabilities, further enhancing the user experience and solidifying HarmonyOS's position in the market [6].

Core Insights - Huawei has officially launched the new HUAWEI MatePad Pro 12.2 inches, fully equipped with HarmonyOS 5, marking the completion of the HarmonyOS 5 deployment across core terminal categories including smartphones, tablets, computers, wearables, smart screens, and automotive systems [1] - The new tablet features a range of desktop-level productivity applications, indicating a significant advancement in the HarmonyOS ecosystem and its multi-device deployment capabilities [1][2] Group 1: Product Launch and Features - The MatePad Pro 12.2 inches is the first device to integrate "HarmonyOS computer applications" into the tablet system, providing a near-PC operating experience with applications developed for the HarmonyOS native framework [2][3] - The HarmonyOS version of WPS Office has been developed with a desktop-level UI, allowing for comprehensive editing of documents, spreadsheets, and presentations, and supports seamless collaboration across devices [3] - The collaboration with Zhongwang CAD enables the tablet to support industrial design and architectural drawing, offering a complete toolset for creating, editing, and viewing CAD drawings [3] Group 2: Ecosystem Development - HarmonyOS is evolving from a "mobile-centric" approach to a "multi-end native" development, bridging the software ecosystem between tablets and computers, which aligns with trends seen in major companies like Apple [2][4] - The HarmonyOS ecosystem has expanded significantly, moving beyond smartphones to include tablets, PCs, wearables, and automotive terminals, indicating a strategic shift in focus [4][5] - The growth of the HarmonyOS ecosystem relies on continuous developer investment and a robust value return mechanism for ecosystem partners, as the number of native applications still lags behind iOS and Android [5]

Group 1 - BMW has established a new company in Nanjing focusing on AI and industrial digital twin technologies to provide digital solutions for its global operations [1] - Nanjing's software and information technology service industry is projected to exceed 1 trillion yuan by the end of this year, marking a significant growth from 18 million yuan in 2000 to 860 billion yuan currently [1][2] - The Nanjing Software Valley has become a hub for major companies like ZTE and Huawei, contributing to nearly 35% of the city's software and information service industry output [2] Group 2 - The software industry in Nanjing has seen rapid growth, with a revenue of 2.128 billion yuan in Q1 of this year, reflecting an 11.8% year-on-year increase [3] - Industrial software is a key area for Nanjing, contributing approximately 40% of Jiangsu's total industrial software market, with 162 key enterprises currently being nurtured [5] - Nanjing has a strong focus on domestic innovation in industrial software and has established a significant number of companies in this sector [5][6] Group 3 - Nanjing is positioning itself as a "Hongmeng Pioneer City," aiming to integrate the Hongmeng ecosystem into various public service systems [7] - The city has been recognized as a national AI innovation application pilot zone, attracting numerous AI companies and fostering a collaborative ecosystem [8] - Major tech companies like Alibaba and Xiaomi have established significant operations in Nanjing, enhancing the local innovation ecosystem [9][10]

Core Insights - The 2025 Huawei Developer Conference has officially commenced in Dongguan, themed "Harmony Intelligence, AI Empowerment," featuring over a hundred technical forums for more than ten thousand attendees [1] Ticketing System - The ticketing system includes four categories: VIP tickets at 5298 yuan, expert tickets at 2298 yuan, all-access tickets at 598 yuan, and a single-day ticket for public access on August 6, which includes a youth innovation workshop [2] Technology Releases - The HarmonyOS 6.0 version enhances distributed capabilities with an adaptive computing resource scheduling engine, achieving a 300% improvement in rendering efficiency for mobile office scenarios [2] - The Pangu large model's industry application continues to expand, with a new agricultural science model successfully reducing the traditional breeding cycle from 5 years to 18 months [2] Ecosystem Collaboration - In healthcare, the "Health Xiaomei" digital health manager has completed over 2 million intelligent health report interpretations, seeking algorithm co-construction with more medical institutions [5] - In industrial manufacturing, the "In Harmony Tablet" solution has quadrupled equipment inspection efficiency with a 92% accuracy rate in fault prediction [5] AI Technology Advancement - AI technology is transitioning from laboratory experiments to industrial applications, as demonstrated by autonomous driving prototypes and real-time 4K promotional video generation [5] - Huawei Cloud's latest data capsule technology is bridging the technical gap in building specialized large models through the integration of industry knowledge graphs and general models [5] Event Significance - The conference serves as a showcase of Huawei's technological strength and a platform for global innovation, providing attendees with a unique opportunity to participate in defining new forms of digital civilization [7]

Group 1 - The core viewpoint is that Saiyi Information has built an end-to-end application development toolchain and a full-service system around the HarmonyOS ecosystem to support Huawei's "1+8+N" all-scenario strategy [2][3] - Saiyi Information's services cover various areas including native application development for consumer applications, IT office intelligence, and software development production line adaptation for HarmonyOS applications [2] - In the healthcare sector, Saiyi Information has implemented deep integration of technology and services, creating a health companion native application based on HarmonyOS capabilities [2] Group 2 - In 2024, Saiyi Information officially announced its deep integration into Huawei's HarmonyOS ecosystem and received certification as a HarmonyOS development service provider [3] - The partnership between Saiyi Information and Huawei is based on 20 years of collaboration, focusing on continuous technological innovation and service upgrades to empower enterprises in their digital transformation [3] - Looking ahead, Saiyi Information plans to integrate industry know-how with HarmonyOS system features to launch more HarmonyOS-based industry solutions, products, and services [5]

Group 1 - The article emphasizes the importance of timely and professional information interpretation in investment decision-making [1] - It highlights the focus on uncovering investment value from significant events, analyzing industry chain companies, and interpreting key policy points [1] - The product aims to provide users with quick information on market impacts, presenting the value of information through a professional perspective and simple language [1] Group 2 - The company has developed a self-researched AI intelligent application development platform, integrating cloud computing solutions compatible with Nvidia and Huawei computing power [1] - It has established a comprehensive service capability covering AI business, deeply integrating into the Harmony ecosystem [1] - The company's products have completed full-stack certification in the trusted computing environment [1]