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 ...

2025.08. 26 本文字数：356，阅读时长大约1分钟 微信编辑 | 七三 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 据国是直通车，8月26日，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模化应 用。目前，银河麒麟操作系统已部署超1600万套。 推荐阅读 多地遴选小学教师转岗初中 ...

2025.08. 26 本文字数：1214，阅读时长大约2分钟 作者 | 一财资讯 11:30 A股午盘｜沪指涨0.11%，游戏、华为欧拉板块走强 截至午间收盘，沪指涨0.11%，深成指涨0.74%，创业板指涨0.21%。 沪深两市半日成交额1.68万亿，较上个交易日缩量近4000亿。 个股涨多跌少，全市场超3300只个股上涨。 游戏、华为欧拉、养殖业、美容护理、国产操作系统等板块涨幅居前，稀土永磁、CRO、PEEK材 料、银行、军工装备等板块跌幅居前。 | 全A | 涨 3316 平 167 | | 跌 1940 A股成 | | --- | --- | --- | --- | | 序号 代码 | | 现价 | 涨跌幅 | | 1 | | 3888.00 | 4.43 0.11% | | 2 | 399001 深证成指 | | 12532.51 | | 3 | 899050 北班50 | 1593.36 | -10.66 -0.66% | | 4 | 881001 万得全A | 6194.73 | 24.56 0.40% | | 5 | 000688 ध्यस्थि२० | 1281.03 | -6.70 - ...

（本文来源： 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模化应用。目前，银河麒麟操作系统已部署超 1600万套。 ...

8月25日，中国软件微信公众号发文称：就在明天！见证中国操作系统新突破。 文章指出，2025年中国操作系统产业大会将于8月26日举办，银河麒麟操作系统V11全新发布，中国操 作系统又一划时代之作。 同时，该机构复盘操作系统发展历程，国产操作系统市场格局将由目前的百花齐放进一步收敛，而操作 系统生态将成为决定操作系统竞争格局的决定性因素。在信创市场，麒麟软件和欧拉分别在PC端和服 务器端呈现较强的先发优势，并有望进一步稳固其领先地位，而华为鸿蒙则有望通过移动侧反哺端侧生 态从而抢占市场。 公司方面，据民生证券表示，信创"国家队"包括：中国软件、达梦数据、中国长城、海光信息、太极股 份等。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 此前国安部强调境外生产芯片安全隐患，指出重点涉密岗位可采用自主可控芯片和国产操作系统。2024 年3月，中央政府采购中心发布了《关于优先采购国产CPU及操作系统的通知》。中泰证券表示这标志 着信创产品采购的加速，也预示着国产技术自主化的深入。 据长江证券测算2025年中国操作系统市场规模高达450亿元，其中信创操作系统市场有望达到97.5亿 元， ...

Core Viewpoint - The development of HarmonyOS is not just a choice but a necessity for China's technological rise, aiming to establish a self-controlled operating system to ensure national security and technological independence [2][4][6]. Group 1: HarmonyOS Development and Milestones - HarmonyOS 5 has surpassed 10 million devices, marking a significant milestone in user acceptance and the potential for a sustainable business cycle [1][16]. - The operating system has achieved over 90% compatibility with major applications from Alibaba's ecosystem, with a goal of 100% compatibility by September 30 [7][9]. - As of mid-2025, HarmonyOS has adapted to over 40 Huawei terminal products, with 8 million registered developers and over 1.5 million applications available [16][11]. Group 2: Strategic Importance and Market Position - The necessity for a domestic operating system is underscored by the reliance on foreign systems like Android and iOS, which are subject to external political pressures [3][4]. - HarmonyOS aims to provide a secure foundation for China's information technology infrastructure, addressing long-term development and security concerns [2][3]. - Huawei regained the top position in the Chinese smartphone market with an 18.1% share in Q2 2025, indicating growing user trust in HarmonyOS [15][14]. Group 3: Ecosystem and Developer Engagement - HarmonyOS promotes a collaborative ecosystem where developers and partners co-create, reducing adaptation costs and enhancing user experience [8][9]. - The operating system has attracted over 800,000 developers, with significant growth in application development and user engagement [9][16]. - The ecosystem is designed to be open and flexible, allowing for a wide range of applications across various industries, thus fostering innovation [12][18]. Group 4: Future Prospects and Challenges - The ongoing development of HarmonyOS is seen as a long-term strategic initiative, with expectations for further upgrades and enhancements [17][18]. - The challenge remains to bridge the gap in application quantity and ecosystem maturity compared to established systems like Windows and Android [11][14]. - The success of HarmonyOS is viewed as pivotal for China's technological independence and its ability to compete on a global scale [6][18].

- The report introduces a "Total Heat Indicator" as a proxy variable for tracking market sentiment. This indicator is defined as the sum of browsing, watchlist additions, and clicks for individual stocks, normalized as a percentage of the total market on the same day, and then multiplied by 10,000. The value range is [0, 10,000][7] - A "Broad-based Index Heat Rotation Strategy" is constructed based on the weekly heat change rate (MA2) of major indices. The strategy involves buying the index with the highest heat change rate at the end of each week, or staying in cash if the "Others" group has the highest rate. The strategy achieved an annualized return of 8.74% since 2017, with a maximum drawdown of 23.5%, and a 2025 return of 24.5%[13][16] - A "Concept Heat Strategy" is developed by selecting the top 5 concepts with the highest weekly heat change rates. Two portfolios are constructed: 1. "TOP Portfolio" includes the top 10 stocks with the highest total heat within each concept 2. "BOTTOM Portfolio" includes the bottom 10 stocks with the lowest total heat within each concept Historical results show the BOTTOM Portfolio achieved an annualized return of 15.71% with a maximum drawdown of 28.89%, and a 2025 return of 33%[31][33]

Core Insights - The HarmonyOS is at a critical commercialization juncture as the number of devices running HarmonyOS 5 surpasses 10 million, with major applications like WeChat, Douyin, Alipay, and Taobao seeing installation numbers exceed 10 million [2][3] - The adaptation of major applications to HarmonyOS is accelerating, with significant updates and collaborations between Huawei and leading tech companies like Tencent and Alibaba [3][7] - Despite progress, challenges remain in adapting a wide range of applications, particularly for smaller developers, as the costs and complexities of transitioning to HarmonyOS are substantial [11][12] Group 1: Application Adaptation - Major applications have seen rapid adaptation, with WeChat's HarmonyOS version reaching over 11 million installations, and other apps like Taobao and Alipay also crossing the 10 million mark [3][6] - The adaptation process involves significant collaboration between developers and Huawei, with Tencent's WeChat undergoing extensive updates and requiring a complete rewrite of its code for HarmonyOS compatibility [8][9] - The complexity of adapting applications is likened to building a new app from scratch, particularly for those using native languages, which complicates the transition [7][9] Group 2: Ecosystem Development - The total number of devices running HarmonyOS has reached 1.19 billion, indicating a growing ecosystem that includes a wide range of products [6] - Huawei's strategy includes fostering partnerships with third-party developers, such as Ant Group's mPaaS, to ease the adaptation process for various applications [13][14] - The success of HarmonyOS hinges on building a rich application ecosystem, which requires not only major applications but also niche and specialized apps to meet diverse consumer needs [11][12] Group 3: Future Challenges - The need to lower development costs and simplify the adaptation process for smaller developers is critical for expanding the HarmonyOS ecosystem [15] - Huawei acknowledges the importance of collaboration with various partners to enhance the capabilities of HarmonyOS, particularly in AI and other innovative areas [14][15] - The ongoing challenge is to balance system iteration with application adaptation costs, which will be essential for the future growth of the HarmonyOS ecosystem [15]

Core Insights - The article draws a parallel between the Cambrian Explosion in biological history and the current rapid growth of the HarmonyOS ecosystem, highlighting its significance in reshaping the technological landscape [1][3]. - As of July 30, the number of devices running HarmonyOS 5 has surpassed 10 million, indicating a strong user base and commercial potential for the ecosystem [1][3]. - The success of HarmonyOS is attributed to its self-developed core technologies and innovative features that enhance user experience, attracting more users and developers [3][4]. User Experience and Ecosystem Development - Users are experiencing the convenience of HarmonyOS in various scenarios, such as seamless device connectivity in meetings and enhanced shopping experiences through AI recommendations [4][5]. - The number of applications available on HarmonyOS is approaching 30,000, with the top 5,000 applications covering 99.9% of user engagement time, demonstrating significant user acceptance [7]. - Huawei regained the top market share in China with an 18.1% share in Q2, and its foldable phones lead the market with a 72.6% share, indicating growing trust in HarmonyOS [7]. Collaborative Efforts and Market Position - The milestone of 10 million devices has been celebrated by 99 partners and 99 universities, showcasing collective support for the HarmonyOS ecosystem [9]. - Major applications from Tencent and other national-level apps have rapidly adapted to HarmonyOS, enhancing user experience and increasing installation rates [9][11]. - The ecosystem is not just a replacement for traditional operating systems but aims to foster innovation and collaboration among developers, creating a more open environment [11][12]. Future Growth and Opportunities - The HarmonyOS ecosystem is positioned for further growth, with over 800,000 registered developers and a significant number of products already adapted to the system [15]. - The launch of HarmonyOS 6 Beta at the Huawei Developer Conference indicates ongoing enhancements and the potential for new features that will benefit both users and developers [17]. - Initiatives like the Harmony Star Plan aim to support innovation among developers, particularly in educational institutions, further expanding the ecosystem's reach [19]. Conclusion - The achievement of 10 million devices marks a significant milestone for HarmonyOS, representing a stable and active user base that can drive further growth [21]. - The ecosystem is poised for a broader impact, with the potential to reshape the operating system landscape and foster a collaborative environment for developers and users alike [21].

Core Insights - The event highlighted the urgent need for domestic operating systems to replace foreign dependencies due to ongoing international technology blockades [2] - The launch of the Chengmai Xinchuang server based on the Longxin 3C6000 processor marks a significant step in enhancing China's information technology autonomy [1][4] - Chengmai Technology aims to deepen collaboration with Longxin Zhongke to drive innovation in high-performance Xinchuang products [4] Industry Developments - The domestic Xinchuang industry has made significant progress in key technology areas, establishing a complete ecosystem covering hardware, software, and information security [2] - Chengmai Technology has developed a full-chain product system that includes operating system development, Xinchuang complete machines, and industry solutions [2] - The integration of Longxin 3A6000 processor with Tongxin UOS system has resulted in a fully independent Chengmai Xinchuang computer, offering rapid boot times and high stability [2] Product Innovations - The newly launched Chengmai Xinchuang server supports 24/7 stable operation and is compatible with various domestic operating systems, enhancing its utility for complex tasks like AI model training [4] - The Chengmai P1 desktop and N1 laptop showcase breakthroughs in user-friendly Xinchuang terminals, achieving a 10-second boot time and significantly improved office efficiency compared to Intel i7 platforms [4] - The introduction of the "Hanlian" ecosystem adaptation system allows seamless compatibility with Windows applications, addressing challenges in migrating legacy business systems [4] Future Directions - Chengmai Technology plans to continue optimizing the "operating system + chip" collaborative model to accelerate the application of cutting-edge technologies in various sectors [3] - The company is committed to increasing investment in technological innovation and product development to support the national Xinchuang strategy [4] - The strategic collaboration with Longxin Zhongke is expected to deepen, focusing on core computing power and autonomous ecosystems to lead the innovation of high-performance Xinchuang products [4]