来源：光明日报 【科学+】 编者按 全国科学技术名词审定委员会日前发布了"基于重大科技创新的新概念新术语规范化体系化"工作成果。 其中，"泛在操作系统""高性能制造""深部固体资源流态化开采""超级微创手术"4项体系化新名词，均 为我国科学家率先提出。它们萌发于重大科技创新的生动实践，是科学家在加快建设科技强国、实现高 水平科技自立自强的征程中，对标"构建汉语科技语言体系"，主动参与国际科技话语权竞争的积极尝 试。 它们将对科研工作，乃至日常生产、生活产生怎样的影响？听听科技大咖们怎么说—— 泛在操作系统 推动"万物互联"走向智能协同 梅宏 郭耀 人类正在进入一个"人机物"三元融合的万物智能互联时代。万物数字化、社会经济数字化转型，催生 了"计算无处不在而又无迹可寻"的泛在计算（ubiquitous computing）新场景。在此背景下，一种新型基 础软件形态——泛在操作系统应运而生。该系统秉承泛在计算思想，面向泛在化计算资源管理，支持泛 在应用开发运行，具有泛在感知、泛在互联、轻量计算、轻量认知、反馈控制、自然交互等新特点，标 志着操作系统从管理"单台计算设备"迈向管理"人机物多类资源及其融合"的新阶段。 ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.16%, while the Shenzhen Component Index and the ChiNext Index fell by 0.85% and 1.81% respectively [1] - The total market turnover reached 1,059.2 billion yuan, an increase of 19 billion yuan compared to the previous day, with over 3,600 stocks rising [1] Satellite Industry Insights - The satellite industry is experiencing significant catalysts, including the upcoming maiden flights of several private rockets expected to break the capacity bottleneck by 2025, which will facilitate the development of the satellite industry [2] - The acceleration of satellite launches is evident, with the GW constellation's launch speed increasing after personnel changes, and the successful resumption of the G60 constellation's launches, which has initiated a new round of financing [2] - The release of Huawei's Mate80, which supports dual satellite communication and omnidirectional satellite calling, is anticipated to open up new market opportunities for the industry [2] Industry Growth Potential - The satellite industry is projected to have substantial long-term growth potential, with satellites being crucial infrastructure for the future interconnected world, responsible for vital data and information transmission tasks [2] - The domestic market is expected to grow significantly, with a projected compound annual growth rate (CAGR) of 15% by 2030 [2] - The E Fund Satellite ETF (563530) tracks the CSI Satellite Industry Index, covering the entire industry chain and focusing on high application ratios, aligning with long-term industry development trends [2]

Core Insights - The 2025 Huawei Harmony Smart Home Design Competition concluded successfully, showcasing the evolution of intelligent design and ecological co-creation in smart home environments [1][4][10] Group 1: Event Overview - The annual event took place on December 6, 2025, at the Poly World Trade Center in Guangzhou, attracting industry elites, design leaders, and media representatives [4][8] - A total of 4,405 design entries from 133 cities were submitted, with participation from 3,883 designers, reflecting a growing interest in smart home living [2][4][12] Group 2: Industry Impact - The competition signifies a collective shift towards a new paradigm in smart home design, emphasizing the integration of technology and design [2][9] - Huawei's Harmony ecosystem is positioned as a stable foundation for smart home solutions, enabling designers to translate technological capabilities into user-friendly living environments [9][10] Group 3: Awards and Recognition - The event featured awards in three main categories: residential, commercial, and special projects, highlighting outstanding contributions from nearly 5,000 submissions [8][12][25] - Notable winners included projects that exemplified innovative design and integration of Huawei's smart technology, such as the "Red Obsession" residential project and the "Huawei Harmony Smart Home Experience Store" [18][22][25] Group 4: Future Trends - The competition reflects a broader trend in the industry towards creating integrated solutions that enhance user experience and promote sustainable living [12][16] - The collaboration between Huawei and designers is expected to continue evolving, with a focus on human-centered design and the integration of AI technologies [10][12][16]

Group 1: Company Overview - Muxi Co., Ltd. is a leading domestic GPU manufacturer focused on developing high-performance GPU chips and computing platforms for various industries, including education, finance, transportation, energy, healthcare, and entertainment [2][5] - The company plans to raise funds through its IPO to invest in new high-performance GPU development projects, AI inference GPU projects, and advanced GPU technology research [2][3] Group 2: Financial Performance - Muxi's projected revenues for 2025 are estimated to be between 1.5 billion and 1.98 billion yuan, representing a year-on-year growth of 101.86% to 166.46% [5][7] - Historical revenue figures show a growth trajectory from 426,400 yuan in 2022 to 530,212,000 yuan in 2023, with expectations of reaching 743 million yuan in 2024 and 3.2 billion yuan in the first quarter of 2025 [4][5] Group 3: Investment Details - Muxi's IPO will involve a total issuance of 40.1 million shares, with an online subscription limit of 6,000 shares and a minimum market value requirement of 60,000 yuan for top-tier subscriptions [2] - The reference industry price-earnings ratio for Muxi is 58.84 times, although the specific issue price has not yet been disclosed [2][5] Group 4: Company Overview (Angrui Micro) - Angrui Micro is recognized as a national-level "little giant" enterprise specializing in RF front-end chips and RF SoC chips, which are critical components in wireless communication systems [8][12] - The company aims to utilize the funds raised from its IPO for the development and industrialization of 5G RF front-end chips, RF SoC projects, and the establishment of its headquarters and R&D center [8] Group 5: Financial Performance (Angrui Micro) - Angrui Micro's revenue is projected to be between 1.905 billion and 2.275 billion yuan for 2025, with a year-on-year change of -9.32% to 8.26% [12] - Historical revenue figures indicate growth from 923 million yuan in 2022 to 1.695 billion yuan in 2023, with expectations of reaching 2.101 billion yuan in 2024 and 844 million yuan in the first half of 2025 [10][12] Group 6: Investment Details (Angrui Micro) - Angrui's IPO will consist of 24.88 million shares, with an online subscription limit of 3,500 shares and a minimum market value requirement of 35,000 yuan for top-tier subscriptions [8] - The reference industry price-earnings ratio for Angrui is also 58.84 times, with the specific issue price yet to be announced [8]

Financing Transactions - Hongxin Biotech completed Series A financing, attracting top venture capital firms such as IDG Capital, Jingwei Venture Capital, and Tencent Investment, indicating strong market confidence in China's original RNA platform technology [1] - Jita Semiconductor completed Series D financing with investments from CITIC Capital, China International Capital Corporation, and China Electronics, highlighting its strategic position in the national semiconductor industry chain [2] - Weilian Star completed Series C financing of 400 million RMB, with investors including Hongtai Fund and CICC, focusing on next-generation communication applications in the 5G-A/6G era [3] - Zongwei Technology completed Series C financing of several hundred million RMB, with investments from Innovation Works and BlueRun Ventures, recognized as a key player in industrial automation [4] - Yundongchu Technology completed Series C financing of 500 million RMB, with a strong lineup of investors, establishing itself as a leader in commercializing quadruped robots [5] - Beidou Zhili completed Series B financing of several hundred million RMB, with investments from GAC Group and Shangqi Capital, recognized for its integration of high-precision positioning and intelligent cockpit technologies [6] - Houmo Intelligent completed Series B financing, focusing on a disruptive "storage-computing integration" architecture to challenge traditional chip performance [7] - Unconventional AI raised $475 million in seed funding from top venture capital firms, exploring AI simulation computing based on semiconductor physical properties [8] - Castelion completed $350 million in Series B financing, with significant investment from Silicon Valley funds, focusing on hypersonic technology [9] - BlossomHill Therapeutics completed $48 million in B+ financing, addressing drug resistance in cancer and autoimmune diseases through innovative drug design [10]

Core Insights - The domestic market for high-end quartz crystal resonators is experiencing strong demand, prompting local manufacturers to expand production capacity and increase R&D investment to enhance their supply capabilities in the high-end market [1][10] - The quartz crystal resonator industry in China has grown from 5.496 billion yuan in 2015 to 8.288 billion yuan in 2024, with a compound annual growth rate (CAGR) of 4.67% [1][10] - Emerging applications in 5G communication, wearable electronics, automotive electronics, and the Internet of Things (IoT) are driving significant market opportunities for the quartz crystal resonator industry [1][10] Industry Overview - Quartz crystal components, known as crystal oscillators, are frequency control devices made from quartz crystals utilizing the piezoelectric effect [2][4] - The industry is categorized into quartz crystal resonators and oscillators, with further classifications based on frequency and packaging methods [2][4] Industry Policies - The Chinese government has increased policy support for the quartz crystal resonator industry, promoting new electronic components and smart manufacturing [7] - Key policies include the inclusion of new electronic components in the encouraged category of the 2024 Industrial Structure Adjustment Guidance Catalog and the 2025-2026 Action Plan for Stable Growth in the Electronic Information Manufacturing Industry [7] Industry Chain - The quartz crystal resonator industry chain consists of upstream raw materials (quartz sand, packaging materials), midstream manufacturing, and downstream applications (communication devices, consumer electronics) [6][8] Current Industry Development - Since 2018, Japanese companies have reduced capital expenditures, creating opportunities for Chinese manufacturers to expand in the quartz crystal resonator market [10] - From 2015 to 2024, China's production of quartz crystal resonators increased from 11.94 billion units to 23.298 billion units, with a CAGR of 7.71% [10] Competitive Landscape - The industry features a tiered competitive structure, with international giants leading the high-end market and domestic companies like Unisoc, Dongjing Electronics, and others gaining ground in mid to high-end segments [10][11] - Domestic companies are increasing R&D investments to enhance product consistency and reliability, narrowing the gap with international competitors [10] Development Trends - The industry is moving towards miniaturization, high frequency, low phase noise, and low aging rates to meet the demands of advanced applications [13][14][17] - Manufacturers are focusing on advanced packaging technologies and optimizing design processes to achieve these goals [13][14][17]

Core Viewpoint - The article emphasizes the successful development of the HarmonyOS ecosystem over five years, highlighting its role as a self-developed and controllable infrastructure for various industries in China [1][20]. Group 1: Development and Impact - A short film titled "Together" showcases the inspiring stories of the HarmonyOS ecosystem, demonstrating its integration into critical sectors such as energy, education, and healthcare [2][4]. - The codebase of the open-source HarmonyOS community has surged from 7 million lines to 130 million lines, with over 9,700 contributors, reflecting a collective effort towards innovation and sustainable development [5][6]. - The HarmonyOS has become a foundational element in China's software landscape, facilitating significant advancements in various industries, including transportation and energy [8][24]. Group 2: Industry Applications - In the transportation sector, the Hebei Expressway Group has implemented the "Jihong" smart tunnel solution using HarmonyOS, enhancing operational efficiency and safety while reducing maintenance costs by automating 80% of manual tasks [10][11]. - The energy sector has seen the development of the "Mine Hong" smart mining solution, allowing remote control of underground equipment, significantly reducing risks associated with high-risk operations [12][14]. - In healthcare, HarmonyOS is transforming patient monitoring systems, enabling real-time health data tracking in hospitals, thereby improving response times and patient care [16][17]. Group 3: Ecosystem and Security - The HarmonyOS ecosystem is characterized by its open-source nature, promoting collaboration among various industry partners and developers, which is crucial for its rapid adoption across multiple sectors [24][25]. - The system's full-stack self-research ensures technological autonomy, mitigating risks associated with external dependencies, while its open code allows for community-driven security enhancements [26]. - The ecosystem's growth is symbolized by the emergence of 84 industry-specific versions and over 1,400 hardware and software products, expanding its reach and fostering a truly interconnected environment [25].

Core Viewpoint - The satellite industry is experiencing a convergence of policy, technology, and application, making it a compelling investment opportunity due to its low position, potential catalysts, and significant growth space [1][2]. Group 1: Investment Rationale - The satellite sector meets three critical criteria: 1) Low Position: The defense and military sector, including satellites, has seen limited growth this year, with the defense industry index rising only about 16% year-to-date, ranking low among growth sectors [4]. 2) Catalysts: Recent developments in policies, rocket launches, and applications are expected to drive significant interest and investment in the satellite sector [4][5]. 3) Large Space: The domestic satellite market is projected to grow rapidly, with an estimated market size of approximately 560 billion yuan in 2024, potentially reaching 1,260 billion yuan by 2030, reflecting a compound annual growth rate of 15% [9][11]. Group 2: Industry Chain Overview - The satellite industry chain consists of three main segments: 1) Upstream: Focuses on satellite manufacturing, particularly payload manufacturing and satellite platform construction, with listed companies primarily involved in component manufacturing [1]. 2) Midstream: Involves satellite launching and ground receiving equipment, with listed companies concentrated in electronic components such as chips [1]. 3) Downstream: Comprises operations and applications that provide data or location services to various customers [1]. Group 3: Recent Developments - Policy Support: The establishment of the Commercial Space Bureau aims to streamline regulatory processes, enhancing efficiency in satellite launch approvals and operations [6][5]. - Launch Capacity: Upcoming private rocket launches are expected to break existing capacity constraints, potentially lowering launch costs and expanding industry opportunities [7]. - Constellation Development: Two major domestic satellite constellations are accelerating their deployment, improving supply-side conditions [7]. - Application Advancements: The rapid progress in satellite communication applications is anticipated to make satellite communication a standard hardware feature in various sectors, including mobile devices and vehicles [8][12]. Group 4: Strategic Importance - The satellite industry is crucial for national strategy, with the goal of becoming a "space power" included in the national five-year plan, emphasizing its importance in defense and technological infrastructure [11][12]. - The urgency of development is underscored by the limited capacity of low-Earth orbit satellites and the need for timely deployment to secure frequency resources [13]. Group 5: Investment Products - The CSI Satellite Industry Index includes 50 listed companies involved in various aspects of the satellite industry, reflecting the overall performance of the sector [14]. - The E Fund Satellite ETF (563530) tracks this index, representing a significant opportunity for investors to capture growth in the satellite industry [15].

Core Viewpoint - The essence of ecological construction is commercial logic, where mutual benefits and value sharing are crucial for the ecosystem to thrive, rather than mere emotional appeal [1] Group 1: The Challenge of Ecosystem Construction - Huawei's HarmonyOS 6.0 represents not just a technical upgrade but a deeper challenge of reshaping the digital ecosystem dominated by iOS and Android [2] - The competition is not merely about technology but about creating a collaborative ecosystem involving diverse developers, manufacturers, and users [2][4] - The success of HarmonyOS hinges on its ability to foster a shared ecosystem rather than relying solely on Huawei's capabilities [2][13] Group 2: The Importance of Ecosystems in the Digital Age - The competition in the digital age has shifted from linear value chains to networked value ecosystems, where a mature digital ecosystem is a value co-creation community [3] - Successful ecosystems like iOS and Android have established strong "lock-in effects," making it difficult for new entrants to compete [3] Group 3: The Role of Operating Systems - Operating systems are foundational to the digital economy, representing both "hard" and "soft" strengths of a nation's digital capabilities [5] - The risks of relying on non-autonomous operating systems have become more pronounced, especially in the context of geopolitical tensions [5] Group 4: Lessons from Past Failures - Previous attempts at creating domestic operating systems faced three main challenges: ecological awareness, strategic determination, and timing mismatches [8] - The failures were rooted in the misunderstanding that operating system competition is fundamentally about ecosystem competition [8] Group 5: HarmonyOS's Differentiation Strategy - HarmonyOS has shifted its focus from merely replacing existing systems to reconstructing the ecosystem, targeting the "Internet of Everything" trend [9] - The innovative architecture of HarmonyOS allows seamless interaction across multiple devices, providing a unique advantage over competitors [9][10] Group 6: Current Shortcomings of HarmonyOS - Despite improvements, HarmonyOS still faces challenges in application adaptation depth and system stability compared to iOS and Android [11][12] - The need for a more robust developer ecosystem and better support for application adaptation is critical for HarmonyOS's growth [11] Group 7: The Need for Collaborative Ecosystem Development - The future success of HarmonyOS depends on evolving from a solo performance by Huawei to a collaborative "chorus" involving various stakeholders [13][14] - Establishing a thriving ecosystem requires transparent rules, shared technology tools, and fair profit-sharing models to attract developers and manufacturers [14][15]

Core Insights - The emergence of HarmonyOS represents China's significant advancement in mastering core operating system technologies, providing a foundation for domestic software development [1][3] - HarmonyOS has achieved a critical breakthrough with over 300,000 applications and services, and an ecosystem compatibility rate exceeding 95%, positioning itself as a third option alongside Android and iOS [3][12] - The ecosystem's growth is driven by a large number of small and medium developers who benefit from low entry barriers, high development efficiency, transparent incentive rules, and comprehensive support [3][4][5] Developer Ecosystem - HarmonyOS fosters a symbiotic relationship with developers by reducing their time and opportunity costs, creating a low-barrier innovation environment, and providing full-cycle support [4][5] - The platform offers low-code development tools and modular resources, enabling non-technical individuals to create applications easily [4][5] - Developers are encouraged by clear commercial return pathways and supportive policies, such as the "HarmonyOS Developer Incentive Plan 2025" [5][11] Success Stories - The "Orange Ledger" application exemplifies consumer application success, showcasing how developers can leverage HarmonyOS capabilities to create innovative solutions that meet user needs [6][10] - "Echat," a B2B SDK developed by Honghong Technology, illustrates HarmonyOS's potential in enterprise services, enabling seamless integration across multiple devices [7][9][10] Rapid Growth - HarmonyOS has seen rapid growth, with over 27 million devices running HarmonyOS 5 and 6, making it the fastest-growing operating system in smart device history [12] - The ecosystem has transitioned from basic compatibility to deep co-creation, with daily application downloads or updates reaching 8.8 million [12] - The relationship between HarmonyOS and developers has evolved into a community of mutual achievement, fostering innovation and personal development [12]