Core Viewpoint - The article emphasizes the collective effort of millions of developers in building the HarmonyOS ecosystem, showcasing China's rapid technological advancement and collaborative spirit in innovation [3][5][23]. Group 1: HarmonyOS Ecosystem Development - The maturity and evolution of an operating system are achieved through continuous debugging, iteration, and optimization by developers, rather than through high-profile launch events [3][5]. - The HarmonyOS ecosystem has rapidly transitioned from technological independence to ecological prosperity, demonstrating remarkable "Chinese speed" [3][5]. - The upcoming "Harmony Starry Night Festival" symbolizes the collaborative spirit of the ecosystem, reflecting the strategic alignment between national direction and local government initiatives [5][6]. Group 2: Collective Efforts and Challenges - The development of HarmonyOS is characterized by a "one body, multiple faces" growth model, where speed, romance, and trust coexist and enhance each other [7][8]. - Developers have faced extreme challenges, such as high-pressure testing environments, which have contributed to the ecosystem's growth and resilience [8][10]. - The emotional connections formed during collaborative efforts, such as shared meals and team commitments, add a human touch to the technical achievements [10][11]. Group 3: Innovation and Experience Quality - The essence of HarmonyOS's acceleration lies in trust and collaboration among teams, which fosters a sustainable ecosystem [11][14]. - The ecosystem's maturity is not solely based on the quantity of applications but on the overall quality of user experience, transitioning from "usable" to "better usable" [14][21]. - HarmonyOS enhances operational efficiency and user experience through innovative features, such as WPS's "instant document opening" and seamless multi-device interactions [15][16]. Group 4: Cross-Device and Cross-Scenario Integration - HarmonyOS has evolved into a collaborative foundation that provides consistent experiences across various devices and scenarios, including travel, daily life, governance, finance, and entertainment [20][21]. - The system's distributed capabilities allow applications to deliver a unified experience across different devices, transforming isolated services into continuous life experiences [16][19]. Group 5: Long-term Commitment and Support - The HarmonyOS ecosystem represents a significant milestone in China's technological independence, supported by substantial investments in developer incentives and AI innovation [23]. - The ecosystem encourages participation from developers of all sizes and backgrounds, fostering an inclusive environment for innovation [23].

经济观察网 11月28日，由中央广播电视总台与广东省人民政府联合主办，深圳市人民政府、央视频、 总台广东总站共同承办的《鸿蒙星光盛典》，将在深圳龙岗大运体育中心隆重举行。盛典以"在一起， 就可以"为主题，映照了中国科技事业在全社会共同努力、各方协同奋进下取得的辉煌成就。鸿蒙作为 中国科技自主创新的重要成果，不只代表技术进展，更是一种深刻的战略确定。一个完全自主可控、技 术发展主导权牢牢掌握在自己手中的操作系统，代表了国产操作系统生态的突破性发展 ，也是中国科 技行业的一次集体冲锋。 ...

Group 1 - The core viewpoint of the article emphasizes the transformative impact of AI and the HarmonyOS on workplace efficiency and collaboration, highlighting a shift towards a more integrated and intelligent work environment [1][75]. - The article discusses the rapid adoption of HarmonyOS among early users, who are characterized as tech-savvy individuals eager to leverage new technologies for enhanced productivity [3][4]. - A survey indicates that 87.9% of users recognize the positive impact of AI and new technologies on workplace efficiency, with 95.1% actively seeking to utilize new technologies to improve their work [8][11]. Group 2 - The report identifies a significant trend towards "boundaryless office" environments, where mobile and multi-device collaboration is becoming the norm, with 83.5% of users relying on smartphones and 74.6% on laptops [14][15]. - Users express a need for seamless cross-device collaboration, with 46.6% citing cross-device coordination as a major pain point, indicating a demand for solutions that enhance efficiency and security [19][23]. - The ideal office system is expected to prioritize data security, AI assistance, and seamless cross-device collaboration, reflecting the current workplace's evolving demands [23][28]. Group 3 - The user experience with HarmonyOS shows a rapid increase in adoption, with 39.9% of users having started using the system within the last three months, indicating a growing market appeal [35][37]. - Users report significant improvements in work efficiency, with 91.1% experiencing some level of enhancement after switching to HarmonyOS, and 43.9% noting a marked increase [46][47]. - The satisfaction rate among HarmonyOS users is high, with 93% expressing positive feedback, suggesting that the system has moved beyond basic functionality to a more enjoyable user experience [53][54]. Group 4 - Users are actively engaging with HarmonyOS's unique features, with 31.3% attracted by its innovative cross-device capabilities, and 24.2% drawn to its superior system performance [41][46]. - The report highlights that over 90% of users are willing to recommend HarmonyOS, driven by its efficiency, security, and collaborative features [59]. - Despite the positive reception, challenges remain, such as device compatibility and software adaptation, which need to be addressed for further growth [66][72].

Group 1 - The article emphasizes that 2025 will be a pivotal year for AI and human-machine collaboration, with the emergence of new operational paradigms driven by AI technology [1][2] - The research highlights that early adopters of the HarmonyOS are primarily individuals in management and technology sectors, indicating a trend towards tech-savvy professionals embracing new systems [4][5] - A significant portion of users (87.9%) acknowledges the positive impact of AI on workplace efficiency, with 42.3% stating it has a significant effect [10][11] Group 2 - The shift towards "boundaryless office" environments is reshaping key performance indicators (KPIs) in the workplace, with mobile and laptop devices becoming the primary tools for work [19][20] - Users report that the increase in device usage has led to new challenges, such as efficiency bottlenecks in cross-device collaboration and concerns over data security [24][27] - The ideal office system is expected to prioritize data security, AI assistance, and seamless cross-device collaboration, reflecting the current workplace's needs [27][31] Group 3 - Users express a growing satisfaction with HarmonyOS, with 93% reporting high satisfaction levels and nearly 80% providing positive feedback on its usability [56][59] - The research indicates that over 90% of users are willing to recommend HarmonyOS, citing improvements in work efficiency and security as key factors [59][62] - Users are actively engaging with various applications within the HarmonyOS ecosystem, with a notable focus on productivity and collaboration tools [62][63] Group 4 - The article concludes that HarmonyOS is rapidly evolving, with a significant increase in user adoption and application compatibility, marking a transition from a niche choice to a mainstream option [77][78] - The upcoming launch of the Mate 80 series, featuring HarmonyOS 6, is expected to further accelerate user growth and application development within the ecosystem [78]

Core Insights - The article discusses the transformative impact of AI on traditional computing systems, particularly focusing on the evolution of the Anolis OS and the broader domestic software industry in China [2][11] - It highlights the shift from a stable replacement of operating systems to a co-evolution with AI, emphasizing the need for a new definition of operating systems in the AI era [2][11] Group 1: AI's Impact on Operating Systems - AI is reshaping the definition of operating systems from mere resource managers to active "transmission devices" that efficiently organize and schedule heterogeneous resources [5][11] - The new operating systems must support complex applications driven by AI models, requiring advanced memory and tool usage capabilities [4][6] - The demand for managing diverse computing resources, including GPUs and AI chips, presents new technical challenges for operating systems [4][6] Group 2: Domestic Operating Systems' Challenges and Opportunities - Domestic operating systems like Anolis and OpenEuler face a global competitiveness gap compared to top international systems, particularly in unified ecosystem representation [6][7] - However, the inability to rely on a single dominant computing supply has led domestic systems to develop unique experiences in supporting diverse computing environments [7][8] - The complexity of scenarios faced by Chinese enterprises provides domestic operating systems with a natural advantage in handling intricate systems [7][8] Group 3: Advantages of Open Source and Community Collaboration - The deep integration of open source with domestic operating systems enhances their ability to innovate collaboratively among various manufacturers [7][10] - Sustainable commercial investment is crucial for the long-term viability of open source communities, ensuring continuous iteration and development [7][10] - The growth of the Longxin community from 100 to 1000 partners illustrates the strong demand for collaborative solutions across the domestic industry [8][10] Group 4: Competitive and Cooperative Dynamics - The competition among domestic operating systems is characterized by a complex interplay of cooperation and competition, rather than a simple replacement model [8][10] - Multiple communities are necessary to address the diverse needs of the domestic industry, allowing for parallel development without hindering each other [8][10] - The focus should be on creating a "systemic prosperity" rather than a singular dominance, fostering a collaborative ecosystem [10][11] Group 5: Future Directions and Strategic Focus - The path for domestic operating systems involves leveraging open models to drive hardware and OS standards, facilitating a shift away from hardware dependency [10][11] - The ongoing evolution of computing paradigms and the need for high-level cooperation among communities will define the future of domestic operating systems [11][12] - The article concludes that the journey of domestic operating systems is a continuous process of conflict, cooperation, and evolution, positioning them as active participants in the AI-driven transformation [11][12]

Core Insights - The report indicates that the Longxin ecosystem's community and commercial versions account for nearly 50% of the market share in server operating systems, with an installation volume exceeding 10 million units [1] - There is a strong willingness among users to migrate to the Longxin ecosystem, with 54.25% expressing intent to switch to its community and commercial versions [1] Market Trends - The "cloud + AI" paradigm is reshaping and accelerating the development of server operating systems, with the domestic market expected to exceed 30 billion yuan in the next three years [2] - The domestic market share of server operating systems is projected to increase from 35% to 65%, indicating a significant leap from niche to general market applications [2] Ecosystem Development - Over the past year, the Longxin community has collaborated with various institutions to develop the RISC-V SIG 2.0 plan, enhancing the software ecosystem [2] - The community has released the Anolis23 RISC-V preview version, which supports high-performance extensions and includes over 1,300 software packages, facilitating the evolution of RISC-V for data center applications [2] Standardization Efforts - Community experts hold leadership positions in the RISC-V International Foundation, driving the operation of the Data Center SIG and contributing to global standardization efforts [2]

Core Insights - The openEuler community aims to accelerate the development of the global open-source software ecosystem, focusing on innovation in operating systems [1] - openEuler has over 2,100 member organizations and more than 55 million users, with an expected installation base of over 16 million by the end of 2025 [1][3] - The community is shifting its focus from market share to enhancing core competitiveness and quality [3][4] Group 1: Community Growth and Development - The openEuler community has grown significantly since its inception, with over 23,000 global contributors [1] - The market share of openEuler has increased from approximately 50% last year to over 55% this year, maintaining its leading position in China [3] - The community plans to launch an operating system for super nodes by the end of 2025, aiming to lead in the AI era [1][4] Group 2: Technological Advancements - The core technological focus for openEuler this year is on AI, with 22 out of 25 newly incubated open-source projects related to AI [4] - Huawei has committed to supporting the openEuler community by contributing key capabilities such as "memory unified addressing" and "heterogeneous computing low-latency communication" [4][5] - The community is developing a complete AI software stack and enhancing the deployment of large models [4] Group 3: Global Expansion Strategy - openEuler is pursuing a systematic approach to global expansion, aiming to establish a robust IT infrastructure worldwide [5] - The community has formed strategic partnerships with 15 major open-source foundations and collaborates with projects like OpenStack and CNCF [6] - openEuler promotes a unique development model that combines Eastern and Western cultural characteristics, fostering a vibrant community of diverse contributors [5][6]

Core Insights - openEuler has become the preferred operating system in China, with an expected installation base exceeding 16 million by the end of the year, maintaining the top market share [3] - The commercial OSV count has reached 25, with 4,312 compatible ISVs, indicating widespread deployment across key sectors such as internet, telecommunications, finance, government, energy, education, and healthcare [3] - Performance improvements of 30%-40% have been achieved in core transaction scenarios like telecommunications billing and financial securities, with AI heterogeneous computing accelerating model throughput by 10%-30% [3] Future Plans - The company will enhance contributions to the openEuler community by providing leading AI core capabilities and supporting the release of a super node OS version [4] - There will be a focus on ecological support for the community, including collaboration with multiple AI foundations and training over 50,000 operating system talents in the next five years [4] - The company aims to promote the global expansion of openEuler by collaborating with OSV and ISV partners to offer comprehensive solutions to overseas clients and facilitating localization efforts in various countries [4]

Core Insights - The article discusses the evolution of mobile application ecosystems, highlighting the shift from traditional app development to AI-driven systems as the new growth frontier in the context of a slowing mobile internet user growth rate of 2.28% in China [2][5]. Group 1: AI Ecosystem Development - The report identifies ten potential growth areas within the Harmony ecosystem, including social communication, financial payments, audio entertainment, and healthcare, which have emerged as new opportunities in the AI era [7]. - The Harmony system's distributed technology aims to create a comprehensive, intelligent, and secure ecosystem, facilitating the integration of AI across various sectors [5][6]. Group 2: Financial Payments and User Experience - In the financial payments sector, Harmony's potential lies in enhancing public service payment systems, which are currently fragmented and do not meet user demands for convenience and security [9]. - The integration of AI in audio and news applications is transforming user habits, shifting from a demand-driven model to a more intuitive, context-aware service that anticipates user needs [11][12]. Group 3: Developer Opportunities and Ecosystem Growth - The article emphasizes the importance of AI capabilities being integrated at the operating system level, creating a flow of benefits from algorithms to systems and ultimately to developers [16]. - Developers are experiencing reduced barriers to entry and increased opportunities for innovation within the Harmony ecosystem, as evidenced by the success of applications like "Yao Guanjia," which saw a peak of 10 million new users in a month [20][24]. Group 4: Investment and Strategic Support - Harmony plans to invest over 6 billion RMB annually to support and incentivize developer innovation, aiming to create a positive cycle of creativity and development [25][29]. - The article notes that the current stage of the Harmony ecosystem presents a unique investment opportunity, as its "ecological value" may offer greater long-term potential compared to immediate revenue generation [29][30]. Group 5: Future of AI Operating Systems - The rise of AI operating systems represents a significant shift in the technological landscape, redefining user experience and the relationship between applications and systems [30]. - The article concludes that the greatest opportunities lie in actively participating in shaping the new ecosystem rather than searching for untapped areas within the existing framework [30].

Core Insights - The article emphasizes the transformative potential of the HarmonyOS ecosystem, highlighting its role in redefining industry boundaries and creating new opportunities across various high-potential sectors [2][3][4]. Group 1: HarmonyOS Ecosystem Development - The HarmonyOS ecosystem is currently experiencing significant growth, with over 23 million devices and more than 9 million developers contributing to its innovation [5]. - A report by EasyAnalysis identifies ten high-potential sectors within the HarmonyOS ecosystem, including social communication, financial payment, audio entertainment, and healthcare [5][6]. - Huawei's investment of 6 billion in the "Harmony Application Developer Incentive Plan 2025" aims to support developers throughout the commercialization process [6]. Group 2: Healthcare Sector - HarmonyOS is transforming the healthcare sector by enabling multi-device collaboration and real-time data sharing, moving from a "data recorder" to a "digital health partner" [9][10]. - The app "Daily Coffee" exemplifies this shift by allowing users to track caffeine intake and health metrics across devices, utilizing AI for personalized health recommendations [12][13]. - The distributed architecture of HarmonyOS reduces barriers for developers, enabling them to create sophisticated health applications without extensive technical resources [15][17]. Group 3: Travel and Tourism Sector - The Chinese tourism market is experiencing a resurgence, with domestic tourism expected to reach 5 billion trips in 2024, recovering to approximately 90% of pre-pandemic levels [20]. - The "Shilu" app, developed within the HarmonyOS ecosystem, addresses travel pain points by offering non-linear route planning and collaborative features for group travel [23][26]. - HarmonyOS enhances the travel experience by integrating user intent recognition and distributed collaboration, allowing for a more personalized and engaging journey [27][28]. Group 4: Audio Entertainment Sector - The audio entertainment industry is evolving, with music becoming a central part of daily life and emotional expression [30][32]. - The "Tangxin Music" app leverages HarmonyOS's distributed capabilities to create seamless music sharing and playback experiences across devices [32][34]. - HarmonyOS redefines music consumption by transforming it from a simple playback function to an immersive sound environment, enhancing user engagement [36]. Group 5: E-commerce Sector - The e-commerce landscape in China has shifted from traditional models to content-driven approaches, yet users face challenges with information overload [38][40]. - HarmonyOS integrates shopping experiences, allowing for seamless price comparison and product discovery across multiple platforms without switching apps [40][41]. - The system's capabilities enable developers to create innovative solutions that address previously overlooked consumer needs, fostering a new e-commerce logic [44][45]. Conclusion - The growth of the HarmonyOS ecosystem signifies a structural opportunity for investors and developers, as it facilitates innovation and collaboration across industries [47][48].