Core Viewpoint - The launch of the first HarmonyOS computer marks a significant breakthrough for domestic operating systems in the PC sector, showcasing Huawei's five-year development efforts and over 2,700 core patents accumulated [1]. Group 1: Product and Technology - The HarmonyOS computer is built on a restructured operating system kernel, featuring HarmonyOS 5 and aims to create a new office experience by integrating mobile and desktop environments [2]. - The computer will support over 2,000 applications by the end of the year, with 150 key applications already in development [1][4]. - The device is designed to facilitate deep integration of AI capabilities with hardware, software, and operating systems, enhancing user experience in various applications such as meeting records [2][3]. Group 2: Market Impact and Ecosystem - The introduction of the HarmonyOS computer is expected to fill a 30-year gap in mainstream domestic PC operating systems, potentially driving the development of a unified operating system ecosystem in China [2][3]. - The rapid development of the HarmonyOS computer ecosystem is creating a positive feedback loop for domestic software development, with over 150 dedicated applications initiated and more than 300 applications already adapted [4][5]. - The computer supports cross-platform deployment, allowing for reduced development costs and time, while also unlocking new market opportunities for mobile applications [5]. Group 3: Industry Collaboration - Several listed companies are becoming key players in Huawei's PC supply chain, with companies like Huawin Technology serving as the primary ODM supplier for HarmonyOS PCs [5]. - Companies such as Tianrongxin Technology Group are actively participating in the HarmonyOS ecosystem, developing security products compatible with the operating system [5].

Group 1: Huawei and Hongmeng Computer - Huawei officially launched the "Hongmeng Computer" at a technology and ecosystem communication conference in Shenzhen, marking a significant breakthrough for domestic operating systems in the PC sector [1] - The development of the Hongmeng Computer involved over 10,000 top engineers and more than 20 research institutes, resulting in the accumulation of over 2,700 core patents [1] Group 2: Public Housing Fund Loan Rate Adjustment - Multiple cities in Guangdong, including Guangzhou and Shenzhen, announced a reduction in public housing fund loan rates by 0.25 percentage points [2] - The decrease in loan rates is expected to alleviate repayment burdens for homebuyers and stimulate housing consumption demand [3] Group 3: Junda Co., Ltd. and Solar Cell Manufacturing - Junda Co., Ltd. became the first "A+H" listed company in the solar cell manufacturing industry after its debut on the Hong Kong stock market, with a closing price of HKD 26.6 per share and a market capitalization of approximately HKD 77.83 billion [4] - Despite a strong performance post-transition into the solar cell sector, Junda Co., Ltd. reported a loss of CNY 591 million in 2024 due to continuous price declines in the solar cell industry [4] - The listing on the Hong Kong stock market provides Junda Co., Ltd. with new financing avenues and the potential to attract more international investors for business expansion and technological development [4] Group 4: Shenzhen North Station Passenger Flow - From April 29 to May 6, Shenzhen Railway recorded a total of 6.14 million passengers, representing a year-on-year increase of 19.9% [5] - May 1 marked the peak of passenger flow, with Shenzhen Railway sending 550,000 travelers, setting a historical record for passenger flow at Shenzhen North Station [5] - The high passenger flow indicates closer economic ties and frequent personnel movement between Shenzhen and other regions, enhancing economic exchange and cooperation [6] Group 5: Shenzhen Stock Market Performance - The Shenzhen Component Index closed at 10,197.66 points, up by 0.93% [7] - Notable gainers in the Shenzhen market included Jintongling, Jinlong Electric, and Jiuqi Co., with respective increases of 20.16%, 20.08%, and 20.01% [8] - Conversely, the market saw declines in stocks such as *ST Changyao, Xinchao New Materials, and Hongbo Co., with decreases of 13.80%, 11.22%, and 9.99% respectively [9]

5月8日，鸿蒙电脑亮相，从内核到应用层实现全栈自研，标志着国产操作系统在PC领域迈出了关键一步。据悉，鸿蒙电脑将于5月19日正式对外发布，意 味着华为终端全场景生态的"最后一块拼图"完成。 据悉，全新亮相的鸿蒙电脑实现了AI能力与底层硬件、操作系统、软件应用的深度融合，而小艺在鸿蒙电脑上也将成为无处不在的系统级智能助理。同 时，依托分布式软总线技术，鸿蒙电脑还实现了自然无感的跨设备互联体验，支持与华为手机、电脑、平板三设备键鼠共享。 国新证券认为，鸿蒙电脑产品从内核到应用层实现全栈自研，标志着国产操作系统首次在PC领域迈出系统性自主可控的关键一步。这一动作不仅是华为 应对微软Windows授权到期的战略举措，更是其在操作系统生态领域从移动端向全场景延伸的重要里程碑。 （文章来源：广州日报） 鸿蒙操作系统是由华为开发的全场景智能操作系统，于2015年立项，2019年鸿蒙操作系统正式对外发布，2021年该系统正式搭载到智能手机上，至今已成 为继苹果iOS和安卓系统后的全球第三大移动操作系统。 鸿蒙电脑从内核开始重构操作系统，这也使之成为首个从操作系统内核开始重构的国产电脑。华为方面透露，经过五年布局，鸿蒙电脑积累 ...

Core Viewpoint - The key to the breakthrough of domestic operating systems lies not in forced imitation driven by "replacement anxiety," but in identifying advantageous scenarios based on "demand insight" and breaking technical barriers through open-source collaboration, thereby building irreplaceability in niche markets [1][3][4]. Group 1: Market Context - Domestic operating systems have made significant strides, particularly in the consumer electronics sector, with Huawei's new phones exclusively using "pure HarmonyOS" [3]. - The global IoT device count is expected to exceed 64 billion by 2025, with China's market size surpassing 4.5 trillion yuan, accounting for over 30% [3]. - The market is fragmented, with various giants positioning themselves differently: open-source HarmonyOS aims for "all-scenario unification," while Xiaomi's Vela targets smart homes, and Alibaba focuses on industrial internet [3][4]. Group 2: Technological Insights - RT-Thread, a domestic open-source embedded operating system, has achieved an installation base of over 2.5 billion units, making it the largest domestic embedded OS by installation volume [6][16]. - The choice of a microkernel and lightweight design for RT-Thread was driven by market demand, particularly for small chips that cannot run Linux or Android [6][14]. - The operating system's success is attributed to its ability to meet specific needs in fragmented scenarios, such as real-time response requirements in satellites and automotive applications [7][14]. Group 3: Competitive Landscape - The rise of domestic operating systems faces challenges, including weak developer ecosystems and difficulties in adapting to various chips and toolchains [7][19]. - RT-Thread differentiates itself by being a neutral and open third-party platform, collaborating with various manufacturers, and having a solid understanding of the domestic market [21][31]. - The competition includes major players like Huawei and Xiaomi, with RT-Thread focusing on foundational operating systems for vehicles and industrial applications [31][36]. Group 4: Future Outlook - The future of operating systems may involve either creating a self-contained ecosystem like Apple or adhering to an open-source model [7][25]. - The ongoing geopolitical tensions and the push for domestic alternatives are accelerating the development of domestic operating systems [7][24]. - RT-Thread is well-positioned to adapt to the RISC-V architecture, which is gaining traction as an open instruction set standard, enhancing its competitive edge [37][42].

Core Viewpoint - The launch of HarmonyOS computer marks a significant milestone for Huawei, showcasing its first desktop operating system and emphasizing its independent development from the kernel level [4][8][22] Group 1: Product Overview - HarmonyOS computer is the first domestic computer operating system in China, developed entirely from the ground up, unlike previous systems based on modified Linux [4][10] - The computer aims to integrate advanced mobile experiences into the desktop environment, focusing on AI capabilities, seamless cross-device connectivity, and robust security features [4][12][20] - The official release of HarmonyOS computer is scheduled for May 19 [7][8] Group 2: Development and Investment - Over five years, Huawei has invested heavily in the development of HarmonyOS computer, with over 2,700 core patents and a team of more than 10,000 engineers involved [10][22] - The project has evolved from a prototype in 2021 to an engineering machine in 2022-2023, with plans for commercial machines by 2023-2025 [8][10] Group 3: Key Features - The computer incorporates AI deeply into its system, allowing for local deployment of AI functions without the need for internet connectivity [12][14] - Features like "hand-eye coordination" enable seamless interaction between devices, enhancing user experience [16][18] - The system supports cross-device sharing of keyboard and mouse, with file transfer speeds reaching up to 160 MB/s [18][20] Group 4: Security Aspects - Emphasizing security, HarmonyOS computer is built on a robust architecture that addresses privacy and data security concerns, including features like a super privacy mode and privacy indicators [20][22] - The system is designed to protect against targeted cyber attacks, making it suitable for sensitive government and enterprise applications [20][22] Group 5: Ecosystem and Market Position - The success of HarmonyOS computer relies heavily on the development of a supportive ecosystem, requiring collaboration with industry partners to create applications and attract users [22]

智通财经记者 | 宋佳楠 5月8日，在深圳举办的鸿蒙电脑技术与生态沟通会上，华为首款搭载HarmonyOS操作系统的鸿蒙电脑 正式亮相。至此，鸿蒙OS全面覆盖了手机、电脑、手表、大屏、平板、座舱等全场景终端设备。 早在2020年，面对外部限制，华为便开启鸿蒙电脑的研发。华为终端平板与PC线总裁朱懂东表示，整 个研发周期历时五年，投入超10000名工程师与20多家专业研究所协同合作。据他透露，鸿蒙电脑产品 将于5月19日正式发布。 鸿蒙电脑基于鸿蒙内核构建，采用新的星盾安全架构，可从底层保障用户隐私安全。智能助理 "小艺" 融合了AI能力，可通过语音指令快速生成 PPT、实现跨设备知识管理、自动生成会议纪要等。借助分 布式软总线技术，鸿蒙电脑支持手机、电脑、平板三设备间的键鼠共享。 过去一年，鸿蒙已在生态建设方面取得不小的突破。据华为方面透露，鸿蒙原生应用和元服务上架超过 2万个，开发者数量超过720万，生态设备超10亿台，这些均为鸿蒙PC打下基础。 长期以来，国产电脑操作系统发展缓慢，主流系统及核心生态被国外厂商主导。如今，鸿蒙电脑的推 出，标志着国产操作系统在个人电脑领域实现重要突破。 不仅如此，鸿蒙电脑的 ...

Group 1 - Huawei will officially unveil the HarmonyOS PC at a communication conference on May 8 in Shenzhen, marking the first domestically produced computer restructured from the operating system kernel [1] - The HarmonyOS PC aims to bring breakthroughs in data security, intelligence, and interconnected experiences, with various innovative features developed by HarmonyOS ecosystem partners [1] - The success of the HarmonyOS PC largely depends on the ecosystem, which requires collective innovation and collaboration across all sectors of the Chinese computer industry [1] Group 2 - Research institutions anticipate a rapid increase in demand for HarmonyOS PCs as the domestic operating system is launched and the Harmony ecosystem matures [2] - Canalys research indicates that 2024 will be a pivotal year for the transition from traditional PCs to AI PCs, with global AI PC shipments expected to account for 18% of total PC shipments, rising to 40% by 2025 [2] - The compound annual growth rate (CAGR) for AI PC shipments from 2024 to 2028 is projected to be 44% [2] Group 3 - Softcom Power is a founding member of the OpenHarmony device unified interconnection technology standard preparation group, facilitating interoperability with HarmonyOS and accelerating the development of domestic AI PCs and HarmonyOS PCs [3] - Zhiwei Intelligent has adapted multiple products to the open-source HarmonyOS and completed product compatibility certification [3] - Tuo Wei Information's Zhaohan RH220T series general-purpose servers, based on Huawei's Kunpeng 920 processor, have been successfully deployed in large-scale computing cluster projects for digital government, major telecom operators, and large enterprises [3]

Core Viewpoint - Huawei is continuously updating its PC product line, with the latest iteration of the Qingtian series, the Qingtian L420x laptop, showcasing new hardware configurations and system adaptations [1] Group 1: Product Specifications - The Qingtian L420x features a 14.2-inch OLED display with a resolution of 2880x1920 pixels, supporting a 120Hz refresh rate and a peak brightness of 450 nits, representing an improvement over previous models [3] - The laptop maintains a lightweight design with a thickness of 14.5mm and a weight of 1.32kg, aligning with mainstream business laptop portability standards [3] - It is powered by the Kirin 9000C processor, built on TSMC's 5nm process technology, and features an 8-core CPU architecture [3] - Storage options include 8GB/16GB RAM and a combination of 256GB to 1TB solid-state drives [3] Group 2: Operating System and Components - The device offers two pre-installed operating system options: Kylin (KOS) and Tongxin UOS, but does not yet include HarmonyOS [3] - The laptop boasts a 98.4% localization rate, indicating progress in the domestic supply chain, with core components like the processor, integrated graphics, and wireless modules developed by domestic companies [5] - The current operating system is based on existing domestic Linux distributions, highlighting a difference from the anticipated HarmonyOS 5.0 for future models [5] Group 3: Market Position and Future Outlook - Huawei is increasing its investment in the commercial PC sector, with enhancements in hardware performance and display quality in this product iteration [7] - Industry analysts suggest that the ongoing optimization of domestic chip performance and the improvement of operating system ecosystems make such devices promising for specific industry applications [7]

Core Viewpoint - The launch of Harmony OS computers by Huawei marks a significant step towards establishing a domestic operating system ecosystem, addressing long-standing issues in China's electronic information industry, particularly the reliance on foreign operating systems [1][2]. Group 1: Product Launch and Market Impact - Huawei announced that Harmony OS computers will be released in May, indicating a full transition to the Harmony era for Huawei terminals, which presents new opportunities for the domestic computer industry [1]. - The Harmony OS represents a major breakthrough in operating systems, being fully self-developed from the kernel to applications, which allows for greater innovation and collaboration within the ecosystem [2]. Group 2: Technological Advancements - The distributed soft bus technology of Harmony OS enhances connectivity between computers and other smart devices, improving resource sharing and interaction, which is particularly beneficial in office settings [3]. - The operating system is designed with a focus on security, providing a more autonomous and controllable security experience for users [3]. Group 3: Market Dynamics and Consumer Trends - The Chinese computer market is undergoing a transformation, with strong demand in niche markets and high-performance computers despite overall market growth slowing [3]. - The integration of artificial intelligence with computers is opening new growth opportunities, indicating that the market is far from saturated, and the introduction of Harmony OS computers will inject new vitality into the market [3].