Core Insights - The release of the Galaxy Kylin Operating System V11 marks a new phase in China's operating system industry, being the first commercial operating system built on the 6.6 kernel [1][9] - The upgraded architecture of the operating system lays a solid foundation for innovation in the era of artificial intelligence, supporting national digital infrastructure construction [1][4] Industry Developments - The operating system features a new architecture, enhanced user experience, improved security, and a rich ecosystem, significantly boosting operational performance and safety [2][3] - The system supports over 120 self-developed features and integrates AI capabilities, allowing for better resource management and utilization of computing power [4][7] Technical Innovations - The Galaxy Kylin V11 employs a new "Rock Solid" architecture, compatible with the latest domestic CPUs, and addresses issues of resource fragmentation and complex scheduling [4][7] - Security features include a dual-system architecture for real-time threat response and comprehensive file protection mechanisms [7] Ecosystem and Market Position - The Kylin SDK offers over 2,200 development interfaces, and the operating system has achieved over 7 million software and hardware adaptations, establishing a complete domestic ecosystem [7][12] - The operating system has been deployed in over 16 million instances and maintains the largest market share in China's Linux market for 14 consecutive years [12] Future Outlook - The operating system industry is entering a rapid development phase, with increasing collaboration between domestic software and hardware, and a growing focus on high-end software industries during the 14th Five-Year Plan [9][12]

Core Viewpoint - The release of the Kylin Operating System V11 marks a significant advancement in China's independent research and development capabilities in the operating system field, laying a solid foundation for building a self-controlled information technology system [1] Group 1: Technological Innovation - Kylin V11 is built on the 6.6 kernel and supports the latest kernel features, adding over 120 self-developed features [5] - The unique "Rock Solid Architecture" significantly enhances system reliability through immutable system design [5] - The system employs diverse computing power fusion scheduling technology to effectively address resource fragmentation and scheduling complexity [5] - Pre-installed AI subsystems and assistants provide unprecedented intelligent office experiences [5] Group 2: Security Performance - Kylin V11 features a "secure and trustworthy, dual internal architecture" that can respond in real-time to various security threats [6] - Functions such as file protection, screen anti-screenshot, file transfer encryption, and file shredding provide comprehensive security protection for files [6] - The system ensures full lifecycle protection for applications, with strict controls at every stage from listing to uninstallation [6] Group 3: Application Experience - The self-developed display framework WLCOM enables lossless playback of high-definition videos, maintaining smooth operation even with multiple windows open [6] - New features in the file manager, such as multi-tab and smart space, enhance usability [6] - Upgrades to the AI assistant, Kylin Notetaker, and personal knowledge base make the system more intelligent and efficient [6] Group 4: Ecological Construction - Kylin SDK offers over 2,200 development interfaces, providing developers with a rich toolkit [6] - Kylin has completed over 7 million software and hardware adaptation tasks, achieving full compatibility with major domestic CPUs, GPUs, and boards [6] - As the first domestic operating system to exceed one million in ecosystem size, Kylin establishes a complete domestic ecological system for widespread application [6] Group 5: Market Position and Future Plans - Kylin Operating System has supported major national aerospace projects, achieving over 100,000 hours of zero-failure operation [7] - The system serves over 70,000 users across key sectors such as government finance and telecommunications, maintaining the top market share in China's Linux market for fourteen consecutive years [7] - Kylin Software plans to invest 10 billion yuan during the "14th Five-Year Plan" period to enhance independent capabilities, AI innovation applications, and ecosystem aggregation [7]

Group 1: Artificial Intelligence - The State Council of China has issued an opinion on the implementation of the "Artificial Intelligence+" initiative, aiming for AI applications to exceed 70% penetration in six key areas by 2027 and over 90% by 2030 [1][2] - The initiative is a core strategy for promoting new productivity and digital transformation, with a projected annual compound growth rate of 32.1% for China's AI industry from 2025 to 2029, potentially exceeding 1 trillion yuan by 2029 [2] Group 2: Low-altitude Economy - The "2025 Low-altitude Economic Development Conference" will be held in Wuhu from September 5 to 7, focusing on national policies and industry development in the low-altitude economy [3] - The low-altitude economy is entering an explosive growth phase driven by policy and technology, with a target market size of 1 trillion yuan by 2030 as outlined in the "General Aviation Equipment Innovation Application Implementation Plan (2024-2030)" [3] Group 3: Consumer Electronics - Apple has begun large-scale production of the iPhone 17, with various models expected to launch in September, including the iPhone 17 series and Huawei's Mate X7 [4][5] - The consumer electronics industry is in a recovery phase, with AI technology driving a new wave of upgrades and replacements in devices, indicating a solid long-term growth logic for the sector [5] Group 4: Millimeter Wave Technology - The Ministry of Industry and Information Technology (MIIT) is set to issue the second batch of millimeter wave private network frequency licenses, indicating a maturing domestic millimeter wave 5G industry [6] - Millimeter wave technology is crucial for maximizing 5G performance, and the issuance of these licenses is expected to initiate a wave of innovation in the industry [6] Group 5: Domestic Operating Systems - The new generation of the Chinese operating system, Galaxy Kirin V11, has been launched, featuring enhanced security and compatibility with domestic CPUs and GPUs, marking a significant advancement in the domestic operating system ecosystem [5][7] - The Galaxy Kirin operating system has been deployed in over 16 million units and is becoming a foundational digital infrastructure for key national projects and various industries [7]

Core Insights - The release of the Galaxy Kirin Operating System V11 marks a significant breakthrough in China's domestic operating system development, showcasing advancements in both desktop and server environments [1][3][4] - The new operating system is built on a 6.6 kernel and aims to support a wide range of domestic and international chipsets while integrating with emerging technologies such as AI and open-source software [3][4] Group 1: Product Features and Capabilities - Galaxy Kirin V11 features a new architecture, user-friendly experience, comprehensive security, and an open ecosystem [3][4] - The operating system has been successfully utilized in major national aerospace projects, achieving over 100,000 hours of fault-free operation [3] - It currently serves over 70,000 users across critical sectors such as government, finance, and telecommunications, maintaining the largest market share in China's Linux market for 14 consecutive years [3] Group 2: Industry Impact and Future Plans - The upgrade of the operating system's underlying architecture is expected to provide a solid foundation for innovation in the AI era and support the construction of national digital infrastructure [4] - The deployment scale of the Kirin operating system has surpassed 16 million units, indicating a significant leap in its adoption [4] - China Electronics plans to invest 10 billion yuan during the 14th Five-Year Plan period to enhance the operating system's capabilities, focusing on AI applications, open-source community collaboration, and user experience optimization [4]

Core Viewpoint - The release of Kylin Software's Galaxy Kylin Operating System V11 marks a significant advancement in China's operating system industry, establishing a new phase of core capability development focused on high stability and strong security [1][2]. Group 1: Product Features - Galaxy Kylin V11 is the first commercial operating system built on the 6.6 kernel, featuring a new architecture and enhanced user experience [1]. - The operating system supports over 120 self-developed features and incorporates the latest characteristics of the 6.6 kernel [2]. - It includes a dual-system architecture for security, enabling real-time responses to various security threats [2]. Group 2: Ecosystem Development - Kylin SDK offers more than 2,200 development interfaces, and the developer forum provides a systematic toolkit for developers [2]. - The operating system has achieved over 7 million software and hardware adaptations, ensuring compatibility with major domestic CPUs, GPUs, and boards, thus creating a complete domestic ecosystem [2]. Group 3: Market Position and Impact - The Kylin operating system has been deployed in over 16 million instances and has maintained the largest market share in China's Linux market for 14 consecutive years [3]. - It has successfully supported major national aerospace projects, achieving over 100,000 hours of zero-failure operation [2]. - The upgrade of the operating system's underlying architecture is seen as a solid foundation for innovation in the era of artificial intelligence, supporting national digital infrastructure development [2]. Group 4: Future Plans - China Electronics plans to invest 10 billion yuan during the 14th Five-Year Plan to enhance the operating system's autonomous capabilities, AI applications, open-source community collaboration, user experience optimization, and ecosystem aggregation [3]. - Kylin Software aims to deepen cooperation with industry partners to build a secure and reliable AI ecosystem [3].

Group 1: Core Insights - Kirin Software launched the new generation of Galaxy Kirin V11 at the "2025 China Operating System Industry Conference" [1][2] - The domestic software concept stocks surged, with Kirin Information Security rising nearly 20% during trading [1] - The operating system industry is in an accelerated promotion phase, expanding from government applications to key sectors like finance, energy, and healthcare [1] Group 2: Product Features - Galaxy Kirin V11 is the first commercial version based on Linux Kernel 6.6, featuring over 120 self-developed characteristics and support for Wi-Fi 7 and USB [2] - The security mechanism of V11 allows for flexible configuration and supports domestic encryption algorithms, enhancing security capabilities [2] - V11 introduces computing power sharing technology, enabling low-power terminals to leverage high-power devices for AI tasks [2][3] Group 3: Market Deployment and Goals - The Galaxy Kirin operating system has been deployed over 16 million times across various sectors, including government, finance, energy, and education [3][5] - Kirin Software aims to achieve an annual installation volume of over 10 million by 2027 and to have operating system product and service revenues each account for 50% of total revenue by 2030 [4] Group 4: Industry Trends - The Chinese operating system industry has transitioned from a nascent phase to an accelerated promotion phase, now focusing on industry-wide applications [7] - The competition landscape is stabilizing for traditional server and desktop operating systems, with industrial operating systems emerging as a new focus [7] - AI is becoming a core engine for new industrialization, with foundational software firms playing a crucial role in driving digital transformation [7]

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index down by 0.39% and the Shenzhen Component Index up by 0.26% [1][5] - The total trading volume in the Shanghai and Shenzhen markets was approximately 26,790 billion, a decrease of 4,621 billion from the previous trading day [1] Index Performance - The Shanghai Composite Index closed at 3,868.38 points, the Shenzhen Component Index at 12,473.17 points, and the ChiNext Index at 2,742.13 points [2][5] - The ChiNext Index experienced a decline of 0.76%, while the North Star 50 and Sci-Tech 50 indices fell by 0.76% and 1.31%, respectively [1][2] Sector Movements - The gaming sector saw a strong performance with stocks like 37 Interactive Entertainment hitting the daily limit [3] - The domestic software concept stocks surged, with the domestic software index reaching a nearly 10-year high, and several stocks recorded a 20% limit up [3] - Consumer electronics stocks gained traction in the afternoon session, with companies like GoerTek and Fenda Technology hitting the daily limit [4] Emerging Trends - The launch of the new generation Chinese operating system, Galaxy Kirin OS V11, was announced, indicating significant growth potential in the domestic operating system market [5] - Analysts predict that the Chinese operating system market could reach 58.6 billion by 2025, with a compound annual growth rate of 12%-15% expected for the software industry over the next 5-10 years [5]

8月26日，据国是直通车，全新一代中国操作系统——银河麒麟操作系统V11今天在2025中国操作系统 产业大会正式发布。 这款系统使用了全新磐石架构，操作体验、安全性和生态丰富度大幅提升。作为首个突破百万生态的国 产操作系统，银河麒麟的生态成熟度国内领先，与国产主流CPU、GPU及板卡实现全面兼容，构建起完 整的国产化生态体系。已在嫦娥探月、天问探火等国家重大工程中发挥支撑作用，在政务领域保持较高 覆盖率，同时在金融、能源、教育、医疗等行业实现长期规模化应用。目前，银河麒麟操作系统已部署 超1600万套。 ...

超级赛道迎来重磅催化。 8月26日，A股国产软件概念股全线大涨，开普云、正元智慧、君逸数码强势斩获20%涨停板，另有 多只概念股 大涨超 10%。消息面上，全新一代中国操作系统——银河麒麟操作系统V11在"2025中国操作系统产业大会"正式发布。 分析人士指出，在政策助力下，国产操作系统市场未来的空间巨大。据东吴证券测算，2025年中国操作系统市场规模将 达到586亿元。中国软件行业协会表示，未来5年—10年，我国软件产业规模有望保持12%—15%的年复合增长率。 集体大涨 8月26日，A股盘中，国产软件概念股集体大涨，国产软件指数创出近10年新高，截至午间收盘，开普云、正元智慧、君 逸数码强势录得20%涨停板，天润科技、航天宏图、挖金客、ST易联众大涨超10%，中电鑫龙、能科科技、启明信息、 天融信等个股录得涨停，麒麟信安大涨超9%，广联达、润和软件涨超8%。 消息面上，今日，"2025中国操作系统产业大会"在北京中关村国际创新中心开幕。据官方介绍，大会举办期间将进一步 展示中国操作系统在能源、水利、金融、医疗、教育等行业的最新应用案例。大会特设银河麒麟操作系统V11新品互动体 验区，集中呈现国产软硬件协同 ...

集体大涨 8月26日，A股盘中，国产软件概念股集体大涨，国产软件指数创出近10年新高，截至午间收盘，开普 云、正元智慧、君逸数码强势录得20%涨停板，天润科技、航天宏图、挖金客、ST易联众大涨超10%， 中电鑫龙、能科科技、启明信息、天融信等个股录得涨停，麒麟信安大涨超9%，广联达、润和软件涨 超8%。 消息面上，今日，"2025中国操作系统产业大会"在北京中关村国际创新中心开幕。据官方介绍，大会举 办期间将进一步展示中国操作系统在能源、水利、金融、医疗、教育等行业的最新应用案例。大会特设 银河麒麟操作系统V11新品互动体验区，集中呈现国产软硬件协同优化的突破性进展与领先成果。 据国是直通车，全新一代中国操作系统——银河麒麟操作系统V11在"2025中国操作系统产业大会"正式 发布。这款系统使用了全新磐石架构，操作体验、安全性和生态丰富度大幅提升。 作为首个突破百万生态的国产操作系统，银河麒麟的生态成熟度国内领先，与国产主流CPU、GPU及板 卡实现全面兼容，构建起完整的国产化生态体系。已在嫦娥探月、天问探火等国家重大工程中发挥支撑 作用，在政务领域保持较高覆盖率，同时在金融、能源、教育、医疗等行业实现长期规 ...