Core Viewpoint - Huawei's Pura 80 series smartphones, featuring the native HarmonyOS 5, are generating significant pre-launch interest, with over 30,000 reservations within 80 minutes of opening [1][3]. Group 1: Product Features and Specifications - The Huawei Pura 80 series will include the Pura 80 Pro and Pura 80 Pro+, showcasing a curved metal frame and a large camera module [1]. - The series will feature a 50-megapixel 1/1.3-inch periscope telephoto lens, introducing a dual focal length capability, marking a record in imaging module costs [3]. - The HarmonyOS 5 will integrate advanced AI capabilities through the Pangu and DeepSeek dual models, enhancing user interaction [3]. Group 2: Market Impact and Sales Projections - The official launch of the Huawei Pura 80 series is scheduled for June 11, with pre-launch reservations reaching 280,000, indicating strong consumer interest [3]. - Analysts predict that the Pura 80 series could achieve sales of around 10 million units, potentially igniting a replacement wave in the smartphone market and intensifying competition in the high-end segment [3].

每经编辑｜毕陆名 搭载原生鸿蒙的华为Pura 80系列手机，依旧未发先约。 6月5日，华为终端官方微博宣布，华为Pura 80 Pro、华为Pura 80 Pro+于10:08率先开启预约。预约开启约两个半小时，预约人数已经超过4万人。 图片来源：华为商城截图 据了解，华为线下店销售也已发布新机预售通知，消费者提前交100元订金，即可拥有优先取机权，且订金随时可退。 同时，华为还晒出华为Pura 80 Pro+预热海报，新机设计首次亮相。从海报可见，该手机采用弧形金属中框，超大镜头模组较为吸睛。据悉，本次Pura 80系 列手机将在影像技术上有诸多突破，同时在性能、体验等维度升级。同时，华为Pura 80系列手机在操作系统方面会预装鸿蒙5（原生鸿蒙）新系统。 据证券日报报道，知情人士透露，该系列手机将搭载5000万像素1/1.3英寸潜望长焦，首创一镜双焦段，影像模组成本创造历史纪录。另外，华为Pura 80系 列出厂搭载的鸿蒙5，将融合盘古、DeepSeek双模型，在AI能力与鸿蒙互动上进一步增强。 华为Pura 80系列定档6月11日正式发布。 华为商城显示，华为Pura 80系列及全场景新品发布会预约人数 ...

Summary of Conference Call Notes Company and Industry Overview - **Company**: 中软国际 (China Software International) - **Industry**: ICT (Information and Communication Technology), Software Development, Cloud Computing Key Points and Arguments - **Hongmeng Ecosystem Growth**: The Hongmeng ecosystem is expected to see significant growth, with related revenues projected to double year-on-year by 2025. Although there may be short-term impacts on Huawei's sales, long-term technological iterations are anticipated to enhance user experience [2][4] - **Hongmeng PC Business**: The Hongmeng PC business includes virtual machine software and hardware PCs. Software will be sold to both ToC (Consumer) and ToB (Business) markets, while hardware PCs will initially target B-end customers, with potential future expansion into the ToC market [2][5] - **ICT Spending Trends**: Operators are showing significant incremental spending in the ICT sector, with a concentration of market share leading to sustained growth rates of 40-50%. Central state-owned enterprises are increasing software investments, driven by AI transformation and demand for new projects [2][7] - **China Software International's Financials**: The company's revenue is expected to remain flat compared to 2021, but profit levels are comparable to those in 2016. The company is transitioning towards productization and new business layouts, with a projected compound annual growth rate (CAGR) of 70-80% over the next three years, and an anticipated gradual increase in gross margin [2][7] - **New Business Segment Impact**: The new product-oriented business segment, which includes self-developed products and services, is expected to reach nearly 1 billion in size by 2024, positively impacting the overall retail proportion and gross margin of the company [2][8] - **Huawei Cloud Business**: Huawei's cloud intelligent business has surpassed 40% of its revenue, with the pure product segment estimated at around 1 billion, expected to grow to 2 billion by 2025, representing over 10% of total revenue [2][9] Additional Important Insights - **Employee Planning at Huawei**: Huawei plans to maintain its workforce at approximately 75,000 employees in 2025, aiming for revenue growth without increasing headcount through AI coding tools and cost optimization [3][10] - **Future Development Events for Huawei**: Key events to watch for Huawei in 2025 include the establishment of joint ventures and product launches. Investors should pay attention to mid-term performance reports, with expectations of over 30% annual growth and potential stock buybacks [3][11]

Core Viewpoint - The HarmonyOS version of 全民K歌 (全民K歌) is rapidly enhancing its ecosystem with new features and user feedback integration, demonstrating a commitment to improving user experience and engagement. Group 1: New Features and Enhancements - The latest version of the HarmonyOS 全民K歌 has introduced several practical features that enhance user experience in singing, interaction management, and sharing [3][5][7] - A new automatic vocal accompaniment alignment feature has been added, allowing users to adjust vocal and accompaniment synchronization, significantly reducing flaws in published works [3][5] - The application now includes room management features for song rooms, enabling hosts to set room information and member permissions, thus maintaining order within the singing environment [5] Group 2: User Interaction and Feedback - The update supports a highly requested PC QR code login feature, facilitating seamless transitions between devices for users [7] - Integration with Huawei's sharing component allows users to quickly share their works across different platforms, enhancing social interaction [7] - A feedback channel has been opened through a QQ experience group, enabling users to report issues and suggest improvements, which the company aims to address in future updates [8]

Core Viewpoint - Huawei is set to launch the Pura 80 series and new all-scenario products on June 11, 2023, at 14:30, marking a significant event in its product lineup [1]. Group 1: Product Launch and Features - The Huawei Pura X, a new form factor phone, was announced on March 20, 2023, and is the first to fully feature HarmonyOS 5, which has seen a 40% performance improvement compared to previous versions [4]. - Over 120 major applications, including Xiaohongshu, Douyin, and iQIYI, have been deeply adapted to the Pura X, indicating a robust ecosystem development [4]. Group 2: HarmonyOS Ecosystem - The HarmonyOS ecosystem has surpassed 1 billion devices, with 7.2 million registered developers and over 110 million lines of code, showcasing Huawei's commitment to self-developed technology across various components [4]. - The HarmonyOS system has crossed a critical market share threshold of 16%, which is considered a watershed moment for ecosystem success, according to Wang Chenglu, known as the "father of Harmony" [5].

Group 1 - Huawei's new car, the Zun Jie S800, was launched on May 30, with a price range from 708,000 to over 1 million yuan, marking a significant step towards high-end Chinese manufacturing in the automotive sector [2][3] - The Zun Jie S800 is the most expensive model in the Hongmeng Zhixing lineup, with over 1,000 pre-orders within the first hour of its launch [3] - The Zun Jie S800 is part of a broader collaboration between Huawei and JAC Motors, which began in 2019, resulting in a dedicated team of over 5,000 people and an investment exceeding 10 billion yuan in a new factory [3] Group 2 - The Zun Jie S800 features Huawei's Tuling Longxing platform and HUAWEI ADS 4 intelligent driving system, showcasing Huawei's integration of communication technology and consumer electronics into the automotive industry [4][5] - Huawei aims to deliver 1 million vehicles through the Hongmeng Zhixing initiative this year, representing a 132% increase from last year's delivery of over 430,000 vehicles [5][6] - The Hongmeng operating system has expanded beyond mobile devices to include computers, with the launch of the HUAWEI MateBook Pro and MateBook Fold, marking a significant milestone in its ecosystem development [6][7] Group 3 - Huawei has committed to enhancing the Hongmeng ecosystem, with a target of 100,000 applications by 2025 to ensure its maturity and competitiveness against Android and iOS [8] - The company has emphasized the importance of increasing the number of native applications to drive consumer adoption of the "pure blood" Hongmeng system, which currently faces challenges in software compatibility [8][9] - Huawei's strategy includes encouraging employees to adopt the native Hongmeng system and reducing developer fees to foster a more robust application ecosystem [8][9]

Core Viewpoint - The launch of the live streaming feature on the HarmonyOS version of Weibo marks a significant enhancement in the platform's capabilities, positioning it as one of the first HarmonyOS applications to support live streaming [1] Group 1: Feature Updates - The HarmonyOS version of Weibo has introduced five key feature updates, including user live streaming, optimization of the Weibo Smart Search channel, improvements to group chat functionality, enhancements to the "My" page, and UI performance upgrades [1]

Core Viewpoint - The HarmonyOS ecosystem has transitioned from a "small-scale trial" to a new phase of "exponential expansion" [1][28]. Group 1: Product Launch and User Engagement - The recently launched Huawei nova 14 series, equipped with HarmonyOS 5, has attracted significant consumer interest, indicating a rapid embrace of the HarmonyOS ecosystem by mainstream users [2][27]. - Hundreds of HarmonyOS applications were launched just before the nova 14 series went on sale, covering various high-frequency user needs such as entertainment, travel, shopping, and office tasks [2][28]. Group 2: User Experience and Interaction - The introduction of HarmonyOS 5 marks the beginning of a "Harmony Era," where users will experience a seamless integration of various Huawei devices [3][25]. - The "smile curve" theory explains the evolution of user engagement, highlighting the importance of maintaining user satisfaction as they transition from initial curiosity to habitual use [4][6]. - HarmonyOS 5 aims to enhance user experience by leveraging AI capabilities, making the operating system more intuitive and responsive to user needs [10][11]. Group 3: Innovative Features and AI Integration - HarmonyOS 5 introduces a more intelligent AI that adapts to user emotions and context, enhancing the overall interaction experience [11][13]. - New features such as "AI Magic Move" and "AI Portrait Enhancement" cater specifically to the needs of younger users, providing innovative tools for digital content creation [13][14]. - The operating system also supports new interaction methods like "Tap to Share" and "Live Window," allowing for seamless connectivity and real-time updates [16][18][20]. Group 4: Market Position and Future Outlook - The nova 14 series is seen as a critical test for HarmonyOS 5, particularly in appealing to the younger demographic, which has diverse and rational upgrade demands [27][28]. - With over 200 million units sold in the nova series since 2022, the launch of HarmonyOS 5 is expected to significantly increase user adoption and expand the ecosystem [27][28]. - The growth of HarmonyOS is anticipated to create a positive feedback loop, attracting more developers and accelerating the innovation of applications within the ecosystem [30].

Group 1 - Huawei recently held a product launch event in Chengdu, introducing several new products, with the HUAWEI MateBook Fold being the most notable, breaking traditional laptop boundaries and providing a new interaction mode for various scenarios in the HarmonyOS ecosystem [1] - The increasing popularity of collaborative office tools like DingTalk and WeChat has not diminished the essential role of email, especially in cross-company and international communication, where email's universality remains a significant advantage [3] - The HarmonyOS computer has over 150 dedicated applications adapted for it, including common office tools like DingTalk and QQ, as well as entertainment applications like Bilibili and Youku, enhancing its productivity capabilities [3] Group 2 - The HarmonyOS device supports one-click login for major email services and synchronizes calendar and contacts, providing system-level reminders for important information [4] - The multi-screen collaboration capability of HarmonyOS devices enhances the concept of data synchronization, allowing seamless integration of content between mobile and computer devices [4] - Alibaba Mail, established in 2009, continues to evolve with multi-platform support and global server nodes, facilitating convenient communication and collaboration for users [6] Group 3 - In 2024, Alibaba Mail will integrate with the Tongyi Qianwen AI model to assist users in drafting, polishing, and summarizing emails, helping them identify opportunities from complex information [6] - The collaboration between Alibaba Mail and Huawei has been ongoing since 2019, providing Huawei users with quick access to Alibaba Mail features [4][6]

Core Viewpoint - Huawei's HarmonyOS is becoming a key factor for the company's market breakthrough, especially with the launch of new devices like the Nova series and HarmonyOS-powered computers, indicating a significant penetration into the mainstream consumer market [3][10]. Group 1: Product Launch and Market Response - The pre-order volume for HarmonyOS computers has reached nearly 140,000, with over 100,000 for the HarmonyOS foldable computer priced from 23,999 yuan [3]. - The inventory for the Nova series smartphones is double that of the previous generation, suggesting optimistic sales prospects [3]. - Huawei's CEO of Terminal BG, He Gang, emphasized the importance of differentiated experiences in attracting users to the new system [4]. Group 2: AI Integration and Development Strategy - Huawei has established a strategic project named "543" to develop competitive flagship smartphones, focusing on integrating AI capabilities into HarmonyOS [5]. - The AI assistant, Xiaoyi, is evolving to become an integral part of HarmonyOS, enhancing user interaction through advanced language models and emotional recognition [6]. - As of the end of last year, over 20,000 native HarmonyOS applications and services have been launched, with a target of reaching 100,000 applications to meet consumer demand [6]. Group 3: Market Position and Future Outlook - Huawei's market share in the Chinese smartphone market reached 19.4% in Q1, driven by strong demand for the Nova 13 and flagship Pura 70 series [10]. - HarmonyOS has surpassed Apple's iOS in market share for four consecutive quarters, reaching 19% in Q4 2024, while Android holds 64% [10]. - The future growth of HarmonyOS will depend on maintaining a production scale of several tens of millions of units annually to support its overseas ecosystem [10].