新鸿蒙新气象，带来增长新机遇 HarmonyOS 6系统的发布，是鸿蒙生态迈向全域互联的新里程碑。目前，HarmonyOS 5及以上的系统用 户已突破2700万，鸿蒙以"一个账号、一个系统、一个生态"持续为消费者带来全场景的独特体验。"一 个账号"打通用户全旅程链路，构建意图感知，提供更加个性化的服务；"一个系统"实现跨终端无缝体 验，为消费者体验创新提供了技术底座与样式支持；"一个生态"持续打通数字世界的边界，整合硬件厂 商、服务商、开发者，实现了全场景智能的深度融合。 鸿蒙用户与开发者共同构建的开放生态，已形成技术、场景、数据相互促进的正向循环。这一循环在十 亿鸿蒙设备的庞大生态上，激荡出巨大的流量蓝海，为生态伙伴们带来了前所未有的增长机遇。 作为鸿蒙生态的全场景营销平台，鲸鸿动能在这一循环中发挥着重要作用。无论是在通勤途中浏览资 讯、在客厅放松娱乐，还是准备外出旅行，鲸鸿动能整合跨屏、跨域、跨场的全域流量资源，让信 息"适时而现""适需而现""应景而现"，实现智能分发与有效转化。通过数据科学服务、全域投放服务、 数字化创新服务三大服务板块，鲸鸿动能也为品牌输出全场景智能解决方案，帮助品牌重掌用户连接的 ...

Core Viewpoint - Huaihe Energy Holding Group, established in 1897, has evolved into a comprehensive energy enterprise focusing on coal, electricity, and gas, and is now leading in digital transformation within the industry [1] Group 1: Digital Transformation - The newly updated "Huaihe Energy" HarmonyOS version enhances mobile office capabilities, integrating multiple new features to improve organizational collaboration, business approval, and employee services [1][3] - The application achieves full business coverage by adding key functionalities such as email, mock exams, and customer service centers, allowing employees to complete office tasks seamlessly on HarmonyOS [3] Group 2: Innovative Features - Multi-device adaptation allows the application to function seamlessly across various HarmonyOS devices, ensuring a consistent user experience in any scenario [3] - Unified scanning service enables employees to access specific pages directly through system-level scanning, significantly improving business accessibility [3] - Intelligent information filling reduces repetitive input by recognizing clipboard content for one-click filling, enhancing efficiency [3][4] - One-click login via Huawei accounts simplifies access while improving security and reducing account management costs for large organizations like Huaihe Energy [3] Group 3: Calendar and Task Management - The application allows for one-click synchronization of important meetings and deadlines to system calendars, with smart reminders to enhance time management [4] - Huaihe Energy's collaboration with HarmonyOS has significantly improved its digital office capabilities, boosting internal business collaboration efficiency [4] - The company aims to continue exploring innovative experiences with HarmonyOS to contribute to the digital transformation of state-owned enterprises in China [4]

Core Insights - The core value of RichM@il lies in its role as a long-term information carrier, evolving beyond a simple messaging tool to become a personal knowledge repository in the AI era [1][2] - The integration of RichM@il with the HarmonyOS ecosystem is expected to unlock significant development potential, creating a competitive barrier through a combination of personalized knowledge management, full-scene collaboration, and ecosystem interconnectivity [2] Company Developments - RichM@il supports high concurrency access and stable operation for over 1 billion users, with 139 Mail achieving 250 million monthly active users [1] - The upcoming features of RichM@il include natural language interaction capabilities for email operations and a smart knowledge base for structured information retrieval [2] Future Outlook - The company plans to deepen the innovation of RichM@il in smart office scenarios while advancing the HarmonyOS integration across various product lines, including smart channels, cloud and big data, and intelligent office solutions [2]

2024年10月，华为发布鸿蒙5。这是我国首个实现全栈自研的操作系统，标志着中国在操作系统领域取 得突破性进展。时隔一年，2025年10月，华为发布鸿蒙6，系统全面进化，推动生态体验从基础适配迈 向创新突破。 鸿蒙5不仅解决了生态"有没有适配"的基础问题，还带来了碰一碰、安全访问、实况窗等70多种创新体 验。 自鸿蒙诞生以来，历经重重挑战，鸿蒙生态正是凭借万千伙伴与开发者的鼎力支持，得以突破难关，如 今已牢牢掌握最核心的"根技术"，筑牢了自主可控的发展根基。 当前，鸿蒙应用市场已经有超过30万个应用和元服务，覆盖生活全场景。搭载鸿蒙5和鸿蒙6终端设备数 突破2700万台。随着鸿蒙6的推出，华为携手伙伴推进应用从"数量增长"到"质量升级"的关键转变，鸿 蒙正向"好用"加速前进。 早在2020年，华为终端业务提出"在一起 就可以"的理念。而鸿蒙生态的发展历程，堪称操作系统与应 用生态史上规模空前的联合创新实践，每一步都凝聚着共建者的智慧与力量。 生态的繁荣从来不是某一家企业"独行"的成果，而是万千开发者、伙伴、企业和开源社区的共建共享之 路。鸿蒙生态的共建共享没有终点。为此，华为呼吁更多生态伙伴齐心协力持续完善功 ...

刘森君 在万物智联浪潮下，鸿蒙作为一套统一的分布式操作系统，一经推出，便在智能终端领域引起了广泛关 注，开源鸿蒙生态也迎来了蓬勃发展。 为帮助更多企业适配Harmony OS，助力鸿蒙生态加速壮大，提供金融"活水"支撑，浦发银行深圳分行 快速响应、精准发力，行业首发"5+7+X"浦科贷产品体系的X定制化产品"智研贷"，支持鸿蒙生态企业 研发。 精准"把脉"，创设专属服务方案 "'智研贷'来得太及时了，它就是我们加速驶向鸿蒙生态新赛道的最佳'配速员'。"悦跑圈实控人表示， 这笔资金已有效保障了其220万日活用户平台的鸿蒙适配工作快速推进。 圈链"沃土"，做透行业生态经营 将资金链、供应链延伸至技术链，是此次浦发银行深圳分行做深鸿蒙生态企业经营的突破口。 面对鸿蒙生态企业高速发展中的资金"断点"，浦发银行深圳分行迅速行动，针对鸿蒙系统适配研发周 期、盈利模式和资产特点进行'量体裁衣'，仅耗时两个月便完成了市场调研、方案设计到产品定型，最 终推出了"智研贷"。 该产品金额不设上限，利率可灵活设置，期限最长15年，为鸿蒙生态800万开发者提供了从研发攻坚到 产业化落地的全周期资金保障。 秒级"响应"，跑出深圳标杆速度 ...

11月28日，鸿蒙生态论坛在深圳召开。作为鸿蒙生态在办公领域的首批核心合作伙伴之一，彩讯股份 （300634）受邀出席生态竞争力论坛，并展示了其在"鸿蒙原生+AI"领域的最新战略布局。论坛期间， 彩讯股份高级副总裁汪志新接受了证券时报·e公司记者专访，详细阐述了公司与华为鸿蒙合作的现状与 未来。 与华为合作多年 汪志新告诉记者，彩讯股份与华为合作多年，合作核心集中在鸿蒙生态、企业级AI应用及协同办公等 领域，目前，旗下RichM@il邮件产品已获得华为鲲鹏、昇腾、欧拉技术认证，且已深度适配鸿蒙系 统，RichM@il APP鸿蒙版已上架鸿蒙应用市场（含移动端及PC端），同时已预装于华为线下展示门店 鸿蒙笔记本电脑样机中，并将于2026年起全面预装于华为鸿蒙PC中。 "选择以RichM@il作为彩讯股份切入鸿蒙生态的首个重点产品，是综合产品属性、底层能力与未来场景 空间后的必然结果。"汪志新介绍，作为商业世界中最正式、最高频的沟通入口，邮件天然具备跨系 统、跨组织的普适性，是C端用户习惯入口，也是企业办公核心枢纽。同时，RichM@il具备扎实的"信 创基因"——彩讯股份长期服务于通信、金融、能源、交通等行业头 ...

全景相伴，懂您所需"更贴心" 甘肃银行手机银行8.0整合养老理财、养老金查询、政策解读等一站式服务，覆盖从年轻储备到退休规 划的全生命周期，守护用户的"金色晚年"。新增"存单加挂"功能，支持将名下存单统一归集至手机银 行，自动提醒到期、实时计算利息，让资产管理更轻松。携手银联"扫码支付""本地生活"等频道，打造 涵盖支付满减、加油充值、打车代驾等场景的专属服务区，串联本地衣食住行。 量身定制，金融服务"更到位" 一站式管理存款、理财、保险、贷款等资产，形成个人账户全景视图。同时深度优化常用功能流程与页 面布局，将转账、缴费、理财等高频功能置于"首页C位"，让服务获取"易如反掌"。大额取现预约功能 支持线上选择网点与时段，到点即办，告别排队，线下业务"快人一步"。甘肃银行还构建了基于客户分 层与精细化运营的服务链路，精准推送生日礼遇、节假日支付满减等专属福利，让实惠"不请自来"。 值此甘肃银行成立14周年暨手机银行发布10周年之际，甘肃银行以数字金融为笔，以客户需求为尺，正 式推出全新手机银行8.0。新版以"智简不凡、甘心相伴"为理念，聚焦功能深化与体验优化，依托金融 科技，为您构筑更安全、更省心、更温暖的移动 ...

Core Insights - Huawei's Mate 80 series was launched with a significant price reduction, dropping by 500-800 yuan compared to the previous generation, indicating a strong ambition for increased sales [1][4][9] - The pricing strategy reflects lessons learned from the earlier Pura 80 series, which faced poor sales due to high pricing and an underdeveloped ecosystem [1][5][9] - The Mate 80 series features enhanced specifications, including a 42% performance increase in the new Kirin 9030 Pro chip and significant improvements in camera technology [8][9] Pricing Strategy - The Mate 80 series has adopted a surprising pricing strategy, moving away from the traditional naming conventions and opting for a fruit-themed naming similar to competitors [2] - Despite rising supply chain costs, including a 260% increase in DRAM prices, Huawei has chosen to lower prices, contrasting with competitors who have raised their prices [4][9] Market Position - Huawei's market share has declined, with a drop from 18.1% in Q2 2025 to 15.2% in Q3 2025, falling behind Apple [9][10] - The Mate 80 series is seen as a crucial product to recover from declining sales and regain market position [9][21] Competitive Landscape - The competitive pressure from Apple is significant, with the iPhone 17 series achieving remarkable sales, nearly doubling the previous year's figures [12][13] - Huawei's strategy appears to mimic Apple's approach of enhancing specifications while reducing prices to attract consumers [13] Ecosystem Development - Huawei's ecosystem, particularly the HarmonyOS, is still developing, with a global market share of only 4% compared to iOS at 17% and Android at 79% [19][22] - The company is focused on increasing sales to accelerate the growth of its ecosystem, which is essential for long-term success [21][22]

Core Viewpoint - The launch of Huawei's Mate 80 series on November 25 marks a significant development in the competitive smartphone market, with new pricing strategies and technological advancements aimed at regaining market share in the high-end segment [1][3]. Pricing Strategy - The starting price for the Mate 80 series is set at 4,699 yuan for the base model, with reductions of 800 yuan for the Mate 80 and 500 yuan for the Mate 80 Pro and Pro Max compared to their predecessors [1][10]. - This pricing strategy is seen as a potential advantage in a market where other brands are increasing prices due to rising storage chip costs [10]. Technological Advancements - The Mate 80 series features the new Kirin 9030 chip, marking a significant upgrade in Huawei's chip technology [3][7]. - It is the first flagship model to run on HarmonyOS 6, with over 300,000 applications and services already available in the ecosystem [7]. Market Position and Competition - Huawei's market share in the high-end smartphone segment is recovering, with a reported 21.4% share in 2023, compared to Apple's 61.8% [3]. - The competition remains intense, with Huawei closely following Vivo and Apple in terms of market share, having shipped 10.5 million units recently [9]. - Analysts suggest that while the Mate 80 series may face challenges in the short term due to ecosystem adjustments, it could strengthen Huawei's position in the high-end market in the long run [9]. Market Dynamics - The smartphone market is currently experiencing a contraction, with a 3% year-on-year decline expected by Q3 2025 [8]. - The gap in market share among top manufacturers is narrowing, with only a 3% difference between the first and fifth positions [8].

Core Insights - The smartphone industry is experiencing intense competition as Huawei launches its Mate 80 series, which includes significant price reductions compared to previous models [1][9] - The Mate 80 series features the new Kirin 9030 chip and is the first to run on HarmonyOS 6, indicating Huawei's advancements in both hardware and software [3][7] - Huawei's market share in the high-end smartphone segment is showing signs of recovery, with a reported 21.4% share in 2023, compared to Apple's 61.8% [3][4] Pricing Strategy - The starting price for the Mate 80 series is set at 4699 yuan, which is 800 yuan lower than the previous generation, while other models also see price reductions of around 500 yuan [1][9] - This pricing strategy may provide Huawei with a competitive edge in a market where other brands are increasing prices [9] Product Features - The Mate 80 series incorporates advanced technologies such as the second-generation Kunlun glass and emergency communication capabilities, allowing for connectivity over 13 kilometers without a network [4] - The new Kirin 9030 chip represents a significant technological advancement for Huawei, marking a return to high-performance chip production [7] Market Position - As of Q3 2025, Huawei holds a 16% market share in the Chinese smartphone market, closely following Vivo's 18% and surpassing Apple's 15% [8] - The competition remains tight, with the gap between the top and fifth-ranked manufacturers narrowing to just 3% [8] Future Outlook - Analysts suggest that while the Mate 80 series may face challenges in the short term due to market adjustments and competition from Apple's iPhone 17 series, it has the potential to strengthen Huawei's position in the high-end market over time [8] - The ongoing development of the HarmonyOS ecosystem, with over 300,000 applications, is expected to enhance Huawei's competitive stance against established operating systems [7]