在开源鸿蒙领域,润和软件是开放原子开源基金会黄金捐赠人、开源鸿蒙项目群工作委员会初始成员、A 类捐赠人和核心共建单位,持续投入开源社区贡献。值得注意的是,润和软件截至目前已推出13款面向不 同行业的商业发行版,发行版数量在社区位列第一,并已在电力、医疗、矿山、油气、交通、教育等行业 实现商业化落地。 西部证券指出,操作系统是终端设备的灵魂,实现自主可控才能有效应对外部技术封锁压力,看好鸿蒙在关 键领域的国产替代前景。润和软件作为鸿蒙生态的核心参与者,有望深度受益。 8月21日晚间,润和软件(300339)披露了2025年半年度报告。公司2025年上半年实现营业收入17.47亿元,同 比增长10.55%;扣非归母净利润5217万元,同比增长47.33%,盈利能力持续提升。公司创新业务保持增长势 头,上半年实现销售收入约3.68亿元,同比增长8.96%,占营业收入总额比重达21.07%。 ...

Group 1 - The latest stock price of CaiXun Co., Ltd. is 29.46 yuan, up 0.17% from the previous trading day, with a trading volume of 593 million yuan [1] - CaiXun Co., Ltd. operates in the internet services industry and serves as an ecological market service provider for the HW Developer Alliance and HarmonyOS development services [1] - The company has completed the development of the Harmony version operator and e-commerce baseline 1.0 and has expanded access to the Harmony "Xiao Yi" intelligent application [1] Group 2 - CaiXun Co., Ltd. has made progress in the construction of the Harmony ecosystem, with successful case implementations in the operator and e-commerce sectors [1] - The recent testing of the "AI Universal Search" feature by Taobao indicates a trend of accelerated AI technology application in e-commerce, which aligns with the business direction of CaiXun Co., Ltd. [1] - On the funding flow side, CaiXun Co., Ltd. experienced a net outflow of 48.78 million yuan on the day, with a cumulative net outflow of 117 million yuan over the past five days [2]

Core Viewpoint - Gree's air conditioning market share has significantly declined, particularly during the peak sales season in July, leading to increased competition from Xiaomi and the impending entry of Huawei into the air conditioning market [1][3][6]. Market Performance - In July, Gree's air conditioning sales dropped by 16.9% year-on-year, with its market share falling to 17.2% [1][3]. - Midea remains the market leader with a share of 26.8%, despite a 5.3% decline [3]. - Xiaomi's market share has surged to 13.7%, reflecting a remarkable year-on-year growth of 53.9% [3][6]. - Gree's market position is threatened as the gap between Gree and Xiaomi has narrowed to 3.5% [3][6]. Competitive Landscape - The entry of Huawei into the air conditioning sector is a significant concern for Gree, as Huawei plans to leverage its technology and ecosystem to compete effectively [6][10]. - Huawei's air conditioning products will follow a model similar to its automotive strategy, focusing on software and ecosystem integration rather than traditional manufacturing [8][10]. - The competition is shifting from product-based to ecosystem-based, with Xiaomi already demonstrating success in this area [10]. Strategic Implications - Gree has the potential to collaborate with Huawei to create a new air conditioning brand, although it remains uncertain whether Gree's leadership will consider such a partnership [12].

Robotics - Xince Standard: The joint venture Xince Standard (Suzhou) Robot Technology Co., Ltd. has not generated any business revenue [1] - High Measurement Co.: The composite tungsten wire tendon rope used in humanoid robots has formed small batch orders [1] - Hongqi Chain Store: The company's robot project is currently under development [1] - Shuangfei Group: The company will actively seek cooperation opportunities with humanoid robot clients [1] Liquid Cooling - Hu塑科技: The company has not yet cooperated with Vidi Technology to develop a dedicated BMU solution for liquid cooling systems [1] Other Developments - Aerospace Electric: The company's connectors, cables, and motors have been applied in supporting new energy vehicles [1] - Zhuoyi Information: The company's BIOS products have a layout in the Harmony ecosystem [1] - Fuxin Technology: The company has initiated the development of the Micro TEC project for 1.6T optical modules [1] - Qiaofeng Intelligent: The company's CNC machine tool products can be applied in the processing of folding screen structural components [1] - Airo Energy: The company's technology and products do not involve AIDC [1] - Sande Technology: There is strong demand, and the revenue growth of the company's unmanned intelligent equipment is sustainable [1] - Yingjie Electric: The demand for nuclear fusion-related power supplies may form an increment in the second half of this year and the first half of next year [1] - Tongguan Copper Foil: The company has sufficient orders for copper foil products, and prices will be adjusted according to market conditions [1]

人民财讯8月20日电，卓易信息(688258)8月20日在互动平台表示，公司BIOS产品在鸿蒙生态有布局，但 目前收入占比较小；同时公司也是欧拉生态合作伙伴。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司BIOS产品在鸿蒙、欧拉生态上是否有布局？ 卓易信息（688258.SH）8月20日在投资者互动平台表示，公司BIOS产品在鸿蒙生态有布局，但目前收 入占比较小；同时公司也是欧拉生态合作伙伴。 （文章来源：每日经济新闻） ...

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]

智通财经8月19日讯，市场全天冲高回落，三大指数微跌。沪深两市全天成交额2.59万亿，较上个交易 日缩量1758亿，成交额连续5个交易日超2万亿。盘面上，市场热点较为杂乱，个股涨多跌少，全市场超 2900只个股上涨。从板块来看，AI硬件股维持强势，工业富联涨停续创历史新高。机器人概念股午后 大涨，拓普集团等涨停。华为概念股一度冲高，诚迈科技20CM涨停。军工股展开调整，烽火电子跌超 5%。截至收盘，沪指跌0.02%，深成指跌0.12%，创业板指跌0.17%。 板块方面 板块上，华为概念股走强，诚迈科技、四川长虹涨停，赛微电子、利尔达、意华股份等个股涨幅居前。 消息面上，8月16日，央视《对话》聚焦鸿蒙生态的最新进展，华为常务董事、终端BG董事长余承东首 先披露了鸿蒙最新进展，目前，鸿蒙5.0终端数量已突破一千万。这标志着，鸿蒙操作系统生态迈过关 键门槛。 据统计自2023年9月25日，鸿蒙应用正式启动以来，鸿蒙原生应用持续更新，截至目前已有超3万个鸿蒙 应用和元服务在开发/更新中，其中TOP5000应用已实现覆盖，可满足用户99%的使用时长。随着应用生 态加速建设，鸿蒙操作系统有望形成正向循环。 另外需要注意 ...

行业新闻 1、昨日，A股市值历史首次突破100万亿元大关，年内新增14.5万亿元。 | | 8月19日 交易提示 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 项目 | 代码简称 发行价 市盈率 | | 参考行业 市盈率 | 参考行业 | 总市值 | 主营 | | 新股申购 | 巴兰仕 10. 15 920112 | 15. 78 | 32. 75 | 专用设备制 造业 | 13. 39亿 | 汽车保养核心设备外销 龙头。 | 宏观新闻 1、国务院总理李强8月18日主持召开国务院第九次全体会议，深入学习贯彻习近平总书记关于当前经济形势和经济工作的重要讲话精神， 强调要切实把思想和行动统一到党中央对形势的科学判断和决策部署上来，巩固拓展经济回升向好势头，努力完成全年经济社会发展目标 任务。李强强调，要抓住关键着力点做强国内大循环，持续激发消费潜力。采取有力措施巩固房地产市场止跌回稳态势，结合城市更新推 进城中村和危旧房改造，多管齐下释放改善性需求。 2、根据《中华人民共和国反补贴条例》规定，2024年8月21日，商务部发布2024年第34号公 ...

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].