2025年9月19日，在华为全联接大会2025上，美宜佳与华为、支付宝正式签署三方联创合作协议。此次 合作标志着三方将整合各自在零售网络、操作系统生态及数字支付领域的优势，共同推进基于鸿蒙生态 的全店智能运营体系建设。此举旨在通过技术与场景的深度融合创新，系统性提升全国门店的智能化水 平与消费者体验，为零售行业的数字化升级树立新标杆。 本次合作的核心是依托华为鸿蒙系统强大的生态连接与分布式能力，以及支付宝在数字经营与支付领域 的成熟技术，共同打造可规模化推广的智慧零售解决方案。合作的首个重要成果，是推出了行业首台搭 载支付宝"碰一下"交互技术的鸿蒙智慧收银机。该设备极大简化了支付流程，顾客手机解锁后轻碰即可 完成支付、优惠核销与积分累积，显著提升了交易效率与消费体验。 此次智能化升级，与美宜佳长期坚持并不断优化的品牌便利店加盟模式形成了深度协同与强力赋能。对 于庞大的加盟网络而言，统一的智能化改造意味着运营效率的普适性提升与成本的集约化管控。 通过引入鸿蒙智慧收银机等智能硬件，加盟门店能够有效降低对人工操作的依赖，尤其是在夜间等时 段，有助于缓解人力成本压力并挖掘增量消费。同时，基于鸿蒙生态构建的数字化系统， ...

Core Viewpoint - Huawei's HarmonyOS is expanding its focus from consumer markets to the more challenging commercial office sector, aiming to challenge Windows' long-standing dominance in the enterprise PC market [1][2]. Group 1: Product Launch and Market Strategy - Huawei announced the beta launch of the HarmonyOS computer enterprise version and the new HarmonyOS computer, Huawei Qingyun HM740, at the Harmony Office Industry Summit [1]. - The company aims to break the traditional reliance on Windows in the Chinese commercial office market, which currently holds a dominant share of 75% to 80% [1][2]. - Huawei's internal restructuring in 2022, including renaming its consumer business to terminal business, reflects a strategic shift to target both government and enterprise clients [2]. Group 2: Ecosystem and Application Growth - The number of devices running HarmonyOS 5 has surpassed 23 million, with over 30,000 applications and services available, indicating significant ecosystem growth [2]. - The number of applications in the HarmonyOS computer ecosystem has increased from approximately 2,000 at launch to 12,000, covering major domestic applications [3]. Group 3: Technical Features and Innovations - The HarmonyOS computer enterprise version is designed for enterprises, featuring a "digital twin space" technology that allows for network, data, and peripheral isolation between personal and enterprise spaces [3]. - This isolation mechanism is built from the kernel level, providing enhanced security compared to Windows' third-party software solutions [3]. Group 4: Market Opportunities and Challenges - Despite the challenges posed by Windows' established presence, HarmonyOS is creating new market opportunities through its distributed capabilities and cross-terminal interactions [4]. - The transition of deeply customized software based on Windows in various vertical industries will require time and careful adaptation, which is a critical consideration for enterprise clients [4]. Group 5: Future Outlook - It is too early to determine if HarmonyOS can ultimately disrupt Windows' dominance, but it is providing a differentiated system solution that offers an alternative choice in the market [5].

在日前的鸿蒙生态金融行业论坛上，华为披露的数据显示，截至目前，已有累计超千款金融应用上架华 为应用市场。 鸿蒙生态和银行、券商、保险、支付机构等金融机构的协作，也从移动端应用适配走向多终端协同、 AI智能体落地与行业共建的阶段。 近年来，金融行业对数字化和自主可控的双重需求正在叠加，其核心动力来自多方变化。 其一是移动金融业务高频化趋势下，应用体验成为金融机构竞争的关键着力点；其二是随着技术迭代， 操作系统的安全能力、多终端协同能力与AI能力已经成为影响服务体验的关键因素之一；其三是监管 层面对数据安全、终端安全提出更高要求，使金融机构在底层技术选择上更为审慎。 在这样的背景下，越来越多国内的科技中坚力量加入到金融业的数字化转型中。其中，鸿蒙通过与金融 领域应用的合作，带来创新与发展的新机遇。 （原标题：金融行业加速融入鸿蒙生态 超千款应用已上线） 21世纪经济报道记者 倪雨晴 深圳报道 2025年，越来越多的垂直行业深入融合鸿蒙生态，金融领域是代表之一。 在金融业务全面线上化、智能化策略推进加快的背景下，操作系统的创新能力与安全能力正变得愈发重 要。近年来，鸿蒙提供了新的选择，在金融行业的覆盖范围持续扩大。 ...

如今，一套名为"冀鸿"的智慧管控系统正默默守护着通行安全，让工程师们无需再冒着冬天零下40摄氏 度的极寒天气进行人工巡检。 清晨六点，河北承德头道沟高速公路隧道（以下简称"头道沟隧道"）还笼罩在薄雾中，河北高速公路集 团有限公司承德分公司（以下简称"河北高速承德分公司"）机电管理中心的柴广明站在隧道口，不必提 着沉重的工具包钻进黑暗寒冷的隧道，只需与远在数公里外的指挥调度中心值班工程师"隔空联动"，就 能实时掌握隧道内通风、照明、消防、监控和供电等五大系统、数百台设备的运行状态。一旦发现异 常，工程师可立即在线处理。 将视角切换，在千里之外的南沙电网调度中心里，巡检员手持终端使用"扫码易联"，原本需10个小时的 调试工作，如今在1个小时内即可完成；在遥远的太空轨道上，搭载开源鸿蒙系统的卫星正以亚米级精 度"凝视"地球……这些跨越山河的场景，皆运行于同一个数字底座——开源鸿蒙之上。 今年是开源鸿蒙发展的第五个年头。从最初一行代码所承载的初心，到如今在千行百业中绽放光彩；从 实现"0到1"的突破，到开启"1到N"的远航。五年来，开源鸿蒙翻越"重山"，在开源力量的推动下，延伸 出万千蹊径，沿途繁花似锦。近日，《证券 ...

Core Viewpoint - The essence of ecological construction is commercial logic, where mutual benefits and value sharing are crucial for the ecosystem to thrive, rather than mere emotional appeal [1] Group 1: The Challenge of Ecosystem Construction - Huawei's HarmonyOS 6.0 represents not just a technical upgrade but a deeper challenge of reshaping the digital ecosystem dominated by iOS and Android [2] - The competition is not merely about technology but about creating a collaborative ecosystem involving diverse developers, manufacturers, and users [2][4] - The success of HarmonyOS hinges on its ability to foster a shared ecosystem rather than relying solely on Huawei's capabilities [2][13] Group 2: The Importance of Ecosystems in the Digital Age - The competition in the digital age has shifted from linear value chains to networked value ecosystems, where a mature digital ecosystem is a value co-creation community [3] - Successful ecosystems like iOS and Android have established strong "lock-in effects," making it difficult for new entrants to compete [3] Group 3: The Role of Operating Systems - Operating systems are foundational to the digital economy, representing both "hard" and "soft" strengths of a nation's digital capabilities [5] - The risks of relying on non-autonomous operating systems have become more pronounced, especially in the context of geopolitical tensions [5] Group 4: Lessons from Past Failures - Previous attempts at creating domestic operating systems faced three main challenges: ecological awareness, strategic determination, and timing mismatches [8] - The failures were rooted in the misunderstanding that operating system competition is fundamentally about ecosystem competition [8] Group 5: HarmonyOS's Differentiation Strategy - HarmonyOS has shifted its focus from merely replacing existing systems to reconstructing the ecosystem, targeting the "Internet of Everything" trend [9] - The innovative architecture of HarmonyOS allows seamless interaction across multiple devices, providing a unique advantage over competitors [9][10] Group 6: Current Shortcomings of HarmonyOS - Despite improvements, HarmonyOS still faces challenges in application adaptation depth and system stability compared to iOS and Android [11][12] - The need for a more robust developer ecosystem and better support for application adaptation is critical for HarmonyOS's growth [11] Group 7: The Need for Collaborative Ecosystem Development - The future success of HarmonyOS depends on evolving from a solo performance by Huawei to a collaborative "chorus" involving various stakeholders [13][14] - Establishing a thriving ecosystem requires transparent rules, shared technology tools, and fair profit-sharing models to attract developers and manufacturers [14][15]

Core Viewpoint - Huawei's HarmonyOS 6.0 represents not just an operating system upgrade but a significant challenge in reshaping the digital ecosystem, moving beyond mere technological prowess to creating a collaborative environment among developers, manufacturers, and users [2][3]. Group 1: Ecosystem Importance - A mature digital ecosystem is a value co-creation community where leaders build infrastructure, developers contribute applications, and users form a scale effect, creating a "lock-in effect" that is difficult to overcome [3]. - The dominance of Apple's iOS and Google's Android is rooted in their successful ecosystems, with Apple's App Store hosting over 2 million apps and generating $1.3 trillion in annual revenue, while Google Play has 286 million apps available [3]. - For HarmonyOS, the path to establishing a competitive ecosystem is long, and it is crucial for China to build a self-sustaining digital ecosystem to gain true digital sovereignty [3]. Group 2: Operating System as a Foundation - The operating system is considered the "soul carrier" and "rule foundation" of the digital world, essential for measuring digital economic strength alongside hardware [4]. - The risks of non-autonomous operating systems have become more pronounced, especially in light of geopolitical tensions, highlighting the need for self-controlled systems for national security [4]. Group 3: Lessons from Past Failures - Previous attempts at domestic operating systems failed due to three main issues: ecological recognition traps, lack of strategic determination, and misalignment with the times [6]. - The failure of past systems like Red Flag Linux illustrates that the competition in operating systems is fundamentally about ecosystem competition, not just technology [6]. Group 4: Differentiation Path of HarmonyOS - HarmonyOS has shifted from "replacement" to "reconstruction" and from "catching up" to "changing lanes," establishing a differentiated path in both technology and ecosystem models [7]. - The system focuses on "Internet of Everything," with innovative features that allow seamless interaction across devices, avoiding direct competition with Android and iOS [7]. Group 5: Developer Ecosystem and Incentives - Huawei has implemented incentive programs like the 100 million yuan Star Plan and 1 billion yuan Tian Gong Plan to stimulate developer engagement, with 66.9% of developers expressing intent to continue in the HarmonyOS ecosystem [8]. - The ecosystem's growth is supported by a combination of policy incentives and technological empowerment, which has successfully crossed the critical threshold for ecosystem initiation [8]. Group 6: Challenges and Shortcomings - Despite significant progress, HarmonyOS still faces challenges such as insufficient application adaptation depth and compatibility issues with certain features, which need to be addressed for broader adoption [9][10]. - The system's stability must improve as it scales, with users reporting issues like data loss and compatibility failures, indicating the need for ongoing refinement [10]. Group 7: The Need for Collaborative Ecosystem - The future success of HarmonyOS depends on evolving from Huawei's "solo performance" to a collaborative "chorus" involving numerous developers and partners, creating a shared ecosystem community [11]. - The establishment of a thriving ecosystem requires transparent rules, shared technology tools, and reasonable profit-sharing models to ensure all participants benefit from the growth [13].

11月28日，年度重磅旗舰华为Mate 80系列正式开启全渠道首销。凭借在设计、影像、通信及鸿蒙生态上的全方位突破，华为Mate 80系列再次上演"线 上秒空"和"线下长龙"的优异销售表现，也再次印证了华为Mate系列在高端智能手机市场的强大号召力。 "实力破圈，开启新篇"是华为Mate 80系列的广告语，"实力破圈"靠的是华为Mate 80系列的产品力跨越式提升和全方位突破，而"开启新篇"则意味着华 为Mate 80系列、华为Mate X7，是鸿蒙生态可用好用的一个里程碑，完成了从生态突围到成熟好用的关键一跃。 华为Mate 80系列：首发四大"黑科技"，从科技突破到全面升维 "黑科技"一直是华为Mate系列最为鲜明的特征和创新基因。此次，全新一代华为Mate 80系列带来四大业界首发黑科技：超透亮灵珑屏、户外探索模 式、无网应急通信和第二代红枫影像。通过软硬芯垂直整合，华为Mate 80 Pro Max的整机性能更是较上一代提升42%。 华为Mate 80 Pro Max首发超透亮灵珑屏，凭借业界领先的双层OLED架构，实现亮度、功耗、寿命三重飞跃。1% APL峰值亮度达8000nits ，20% APL ...

Core Insights - The article emphasizes the significance of technology as a driving force for national development, highlighting the strategic value of the Beidou system and the advancements in various fields such as renewable energy, robotics, aerospace, and artificial intelligence [1][3]. Group 1: Huawei Mate 80 Series Launch - The Huawei Mate 80 series and Mate X7 were launched on November 25, showcasing numerous innovative features across design, performance, and user experience, leading to a strong market demand upon release [1][4]. - The success of the Mate 80 series is attributed to the HarmonyOS ecosystem, which represents a significant shift in China's manufacturing capabilities [3][4]. Group 2: HarmonyOS Ecosystem Growth - As of October, over 27 million devices are running HarmonyOS, with a rapid growth rate noted in the adoption of HarmonyOS 5 and 6, indicating a rare acceleration in the operating system's development history [6]. - The HarmonyOS ecosystem has over 300,000 applications and services, with a compatibility rate exceeding 95%, showcasing its maturity and usability [6][7]. Group 3: User Experience and Features - User feedback highlights the transition of HarmonyOS from "usable" to "highly usable," providing a competitive alternative to Android and iOS, thus offering consumers a "third choice" in mobile operating systems [7][15]. - HarmonyOS 6 introduces significant improvements in performance, security, and interconnectivity, enhancing user experience through features like AI assistance and seamless device integration [8][10]. Group 4: Developer Opportunities - The launch of the "Harmony Star Program" aims to support developers with cash and resources, indicating a promising future for developers within the HarmonyOS ecosystem, with projected salary increases significantly higher than those for Android developers [12][15]. - The growth of the HarmonyOS ecosystem is fostering collaboration across the supply chain, creating new entrepreneurial opportunities and driving innovation [12][14]. Group 5: Market Positioning - HarmonyOS has established itself alongside Android and iOS, breaking the long-standing binary structure of the global mobile operating system market, thus providing a viable alternative for consumers [15][16]. - The article suggests that the launch of the Huawei Mate 80 series and Mate X7 series marks a critical point for the HarmonyOS ecosystem, serving as both a test and demonstration of technological maturity [16].

Group 1 - The company Dongtu Technology (300353) has announced that its Intewell operating system supports collaborative scheduling for drone formations, leveraging its core distributed computing technology [1] - The system is designed to meet the core scenario requirements of future distributed combat operations [1]

Market Overview - The A-share market opened positively with major indices rising, including the Shanghai Composite Index up by 0.71%, Shenzhen Component Index up by 1.62%, and the ChiNext Index up by over 2% [2][3] - Over 4,700 stocks in the market experienced gains, indicating a broad-based rally [2] Sector Performance - The communication sector saw significant gains, particularly in optical module, optical communication, and optical chip stocks, with the optical module index rising over 8% [4][9] - Notable individual stock performances included Dekeli reaching a 20% limit up, and Guangku Technology and Changxin Bochuang both rising over 15% [11][12] Key Stocks - Zhongji Xuchuang achieved a trading volume exceeding 10 billion CNY, leading the A-share market [11] - Longpan Technology's stock surged to a limit up of 18.06 CNY, following a major contract announcement worth over 450 billion CNY [20][22] AI and Technology Trends - The AI application sector is gaining momentum, driven by increased downloads of Alibaba's Qianwen application, with analysts suggesting that the rise in Chinese stocks led by AI is not a bubble [18] - Nvidia's supply chain is also experiencing growth, with TSMC planning to build additional 2nm fabs to meet the increasing demand for AI chips [14] Media and Entertainment - The media sector continued its upward trend, with AI applications and online gaming stocks leading the gains [16] - Notable performers included Huanrui Century and Xinhua Dou, both achieving significant price increases [17] Conclusion - The overall market sentiment is bullish, with strong performances across various sectors, particularly in technology and media, indicating potential investment opportunities in these areas [2][4][16]