Group 1 - The China Securities Big Data Industry Index decreased by 0.99% as of May 27, 2025, with mixed performance among constituent stocks [1] - China Great Wall led the gains with an increase of 6.05%, while Deepin Technology fell by 3.67% [1] - The Data ETF (516000) dropped by 0.90%, with an active trading volume of 783.21 million yuan and a turnover rate of 1.88% [1] Group 2 - The Open Source Harmony Developer Conference 2025 was held in Shenzhen, showcasing the progress of the Open Source Harmony ecosystem [2] - Longjiang Securities suggests focusing on investment opportunities in the Harmony ecosystem, particularly in the Huawei Harmony PC industry chain and Open Source Harmony operating system developers [2] - The Data ETF and its linked funds closely track the China Securities Big Data Industry Index, focusing on popular sectors such as DeepSeek, AI computing power, and the Harmony industry chain [2]

点击注册小程序 查看完整报告 特别申明： 2025年随着L3级别法律法规的完善、L2+及以上级别的智能驾驶有望加速渗透。在比亚迪、吉利等汽车 OEM纷纷推行"智驾平权"战略的背景下，第三方SoC厂商有望先行受益，"芯片预埋"趋势为行业带来较高 成长确定性。 （付天姿/王贇） 2025-05-26 您可点击今日推送内容的第1条查看 【房地产】1-4月光大核心30城宅地土拍"量价齐升"——土地市场月度跟踪报告（2025年4月） 1-4月百城宅地成交建面5,667万平，同比+1.5%，成交楼面均价7,738元/平方米，同比+20.2%；30城成交宅 地总建面2,774万平，同比+7.9%，成交楼面均价13,318元/平，同比+28.5%；1-4月光大核心30城成交宅地 整体溢价率17.2%，同比+11pct。 （何缅南） 2025-05-26 您可点击今日推送内容的第2条查看 【有色】铂价格创近4年新高值，钨价格创2013年以来新高值——金属新材料高频数据周报（20250519- 20250525） 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观 ...

Group 1 - Shenzhen Kaihong Digital Industry Development Co., Ltd. (referred to as "Shenzhen Kaihong") launched three core products at the first Deep Kaihong Innovation Technology Conference, aimed at empowering developers, industries, enterprises, and universities, accelerating the implementation and prosperity of the open-source Harmony ecosystem [1][2] - The Kaihong Bot series is a one-stop learning platform designed for open-source Harmony developers, allowing them to enter the ecosystem with "zero threshold," significantly simplifying the development environment setup, toolchain integration, and hardware adaptation challenges [1][2] - The Bot series targets three types of developers: application developers, device developers, and secondary developers, featuring a real open-source Harmony operating environment that allows for direct local preview of running results, providing a "what you see is what you get" development experience [1][2] Group 2 - The launch of the open-source Harmony "Origin Plan" was announced, emphasizing strategic synergy with the Bot products, stating that the success of the operating system depends on the competitiveness of the ecosystem, which must start with developers [2] - Over the next five years, Shenzhen Kaihong plans to invest 500 million yuan to build a complete support closed loop from application development to commercial landing through technology empowerment, financial support, marketing promotion, and entrepreneurial acceleration [2] - The Kaihong "1+1" security digital foundation 5.0 was introduced, consisting of the unified operating system KaihongOS and the super device management platform KaihongOS Meta, built on OpenHarmony, featuring core characteristics of security, completeness, real-time capability, and reliability [2]

Core Insights - The establishment of the Guangdong Open Harmony Intelligent IoT Innovation Center marks a new phase in the development of the open-source Harmony ecosystem in China [1] - The center will focus on the OpenHarmony operating system, emphasizing core technologies such as real-time computing and AI, and aims to develop the M-Robots OS, a distributed heterogeneous multi-machine collaborative robot operating system [1][2] - M-Robots OS is the first operating system based on open-source Harmony, which aims to enhance collaboration among various types of robots and facilitate intelligent interaction with humans and the environment [2] Group 1 - The Guangdong Open Harmony Intelligent IoT Innovation Center is the first provincial-level open-source Harmony manufacturing innovation center in China, led by Shenzhen Kaihong Digital Industry Development Co., Ltd. and Shenzhen Zhongsoft International Technology Service Co., Ltd. [1] - M-Robots OS was officially released in April this year and represents a new stage in China's robot operating systems, focusing on multi-machine collaboration and collective intelligence [1][2] - The system has been validated in industrial robotic arms and collaborative robots, with plans for commercial testing on industrial production lines by 2025 in collaboration with partners in Guangdong [2] Group 2 - The center will adopt an "open-source community" model to iteratively advance the system, with a 2.0 version expected by the end of 2025 and a complete development ecosystem within three years [2] - The establishment of the center is expected to accelerate the gathering of upstream and downstream enterprises in the open-source Harmony ecosystem, creating an innovative hub and industrial cluster for open-source Harmony application software [3]

Core Viewpoint - The establishment of the Guangdong Open Harmony Intelligent IoT Innovation Center marks a significant step in advancing the Open Harmony ecosystem and addressing challenges in the robotics industry through the introduction of the M-Robots OS, a distributed heterogeneous multi-machine collaborative robot operating system [1][2]. Group 1: Innovation Center Establishment - The Guangdong Open Harmony Intelligent IoT Innovation Center is the first provincial-level Open Harmony manufacturing innovation center in China, officially unveiled on May 13 [1]. - The center is led by Shenzhen Kaihong Digital Industry Development Co., Ltd. and Shenzhen Zhongsoft International Technology Service Co., Ltd. [1]. Group 2: M-Robots OS Development - M-Robots OS is the first distributed heterogeneous multi-machine collaborative robot operating system based on Open Harmony, officially released in April [1][2]. - The system aims to unify standards for efficient collaboration among various types of robots and enhance intelligent interaction between robots and their environments [2]. - Industrial applications of M-Robots OS are expected to undergo commercial testing by 2025 in collaboration with partners in Guangdong [2]. Group 3: Ecosystem Expansion - The Open Harmony ecosystem has over 70 community co-construction units and has launched various products, with over 1 billion devices equipped, facilitating advancements in multiple sectors including energy, finance, and healthcare [2]. - The establishment of the innovation center in Shenzhen is expected to attract more enterprises within the Open Harmony ecosystem, further developing the application software ecosystem [3].

Core Viewpoint - The launch of the Traffic Jiahong Operating System by Jiadu Technology marks a significant advancement in the integration of open-source HarmonyOS with smart transportation, aiming to enhance operational efficiency and improve user experience in the transportation sector [1][2]. Group 1: Product Launch and Features - Jiadu Technology officially released the Traffic Jiahong Operating System, which is based on open-source HarmonyOS technology, facilitating deep integration with smart transportation [1]. - The system aims to create a unified distributed data bus and device discovery mechanism, enabling seamless interconnectivity among devices from different manufacturers and subsystems [1]. - By defining standardized device models, communication interfaces, and data structures embedded within the operating system kernel, the system significantly enhances data transmission efficiency and real-time performance [1]. Group 2: Industry Impact and Collaborations - The Traffic Jiahong Operating System is expected to drive the digital transformation of the transportation industry, improving operational efficiency and enhancing the travel experience for users [1][2]. - Jiadu Technology has over 10 years of experience in the smart transportation sector, having developed proprietary technologies and secured multiple subway business orders in cities like Chongqing, Shenzhen, Dongguan, and Changsha [2]. - Strategic partnerships have been established with industry leaders such as Huawei and China Mobile to deepen collaboration in the ecosystem [2]. Group 3: Broader Ecosystem Development - Several A-share listed companies are actively participating in the construction of the open-source HarmonyOS ecosystem, contributing to its application across various industries including finance, healthcare, and energy [3]. - The open-source HarmonyOS ecosystem has expanded its boundaries, with over 70 community-building units and more than 10 billion devices deployed across sectors like energy, finance, and education [3]. - The open-source nature and robust technical architecture of HarmonyOS provide significant growth potential, with expectations for rapid ecosystem expansion in the next 2 to 3 years [4].