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鸿蒙的成长路线,是穿越“微笑曲线”
半佛仙人· 2025-06-21 13:23
Core Viewpoint - The article discusses the evolution and acceptance of Huawei's HarmonyOS (Hongmeng), highlighting its unique features and the growing ecosystem that supports it, emphasizing the importance of user experience and developer engagement in driving its success [5][8][29]. Group 1: HarmonyOS Development and User Experience - HarmonyOS 6.0 has officially launched its developer beta version, indicating rapid progress [2]. - The user experience of HarmonyOS has improved significantly over time, reflecting a "smile curve" where initial skepticism has turned into satisfaction as the ecosystem matures [5][8]. - The system is designed to operate across various devices, enhancing user convenience and creating a seamless experience [18][22]. Group 2: Ecosystem Growth and Developer Engagement - HarmonyOS has over 800 million developers and more than 300,000 applications, with daily updates and downloads indicating a thriving ecosystem [35]. - Huawei invests significantly in developer support, with annual investments of 6 billion yuan to foster innovation and growth within the HarmonyOS ecosystem [56][60]. - The introduction of the Harmony Star Plan aims to support campus developers with 100 million yuan in cash and resources, further expanding the developer base [59]. Group 3: Challenges and Strategic Decisions - The article highlights the challenges of creating a new operating system in a market dominated by Android and iOS, emphasizing the need for substantial investment and commitment from both Huawei and developers [48][50]. - The success of HarmonyOS hinges on overcoming the "chicken and egg" problem, where user adoption drives developer interest, and vice versa [43][72]. - Huawei's long-term commitment to R&D, with over 100 billion yuan invested annually, is crucial for sustaining the ecosystem's growth [51][52]. Group 4: Future Prospects and AI Integration - The future of HarmonyOS looks promising, especially with the integration of AI capabilities that enhance user experience and developer efficiency [110][116]. - The article posits that HarmonyOS is not just a Huawei product but a collective effort involving users, developers, and the broader ecosystem, emphasizing the need for collaboration to achieve true interoperability [155][161]. - The ongoing development of HarmonyOS is expected to drive innovation in the software industry and create new opportunities for talent and technology [140][148].
新华全媒头条 | 链接世界 合作共赢——第六届跨国公司领导人青岛峰会观察
Xin Hua She· 2025-06-21 12:09
Group 1 - The sixth Multinational Corporation Leaders Qingdao Summit was held from June 18 to 20, attracting 570 guests from 43 countries and regions, emphasizing China's role as a favorable investment destination for foreign businesses [1][3] - The summit's theme was "Multinational Corporations and China—Linking the World for Win-Win Cooperation," highlighting China's commitment to high-level opening-up and welcoming foreign investment [1][3] - A report from the Ministry of Commerce indicated that in 2024, China is expected to establish 59,000 new foreign-invested enterprises, a year-on-year increase of 9.9%, with actual foreign investment reaching $116.2 billion [2] Group 2 - The participation of 131 first-time attendees at the summit, accounting for 23% of the total, reflects the growing interest in the Chinese market, with notable representatives from global companies such as FedEx and Mizuho [3][4] - The summit showcased the increasing presence of companies from ASEAN, the Middle East, and Africa, with nine countries, including Vietnam and Egypt, having their enterprises participate for the first time [3] - The Saudi International Power and Water Company announced plans for renewable energy projects in China, with a total installed capacity exceeding 1 GW by 2025, indicating strong international collaboration in energy transition [3] Group 3 - The summit highlighted the importance of optimizing the business environment, with companies like Louis Dreyfus Group investing approximately 7 billion yuan in a food technology project in Qingdao [4][5] - The Chinese government is committed to market-oriented reforms and creating a world-class business environment, which is crucial for multinational companies [5][6] - AstraZeneca's investment in a production base in Qingdao, with a total investment of $750 million, underscores the positive impact of China's high-level opening-up on foreign enterprises [5][6] Group 4 - The summit featured discussions on new laws and policies aimed at enhancing foreign investment, providing a "reassurance" to multinational companies [6] - Various forums and events were organized to promote cooperation in industries such as new energy equipment, integrated circuits, and modern pharmaceuticals, facilitating resource linkage among multinational corporations [6] - The report from the Ministry of Commerce indicated that foreign-funded enterprises contribute to 25% of China's industrial added value and create over 30 million jobs, showcasing their significant role in the economy [7] Group 5 - The summit illustrated the mutual benefits of foreign investment in China, with companies like Panasonic reporting that their sales revenue in China accounts for 24% of their global total [7][8] - The Hurun Research Institute reported that foreign enterprises in China achieved cumulative sales of 10 trillion yuan, with an average annual sales of 50 billion yuan, indicating the substantial market potential [8][9] - Companies like Bekaert Group are optimistic about the opportunities presented by China's rapid advancements in artificial intelligence and digital economy, planning to continue their investments [9][10]
鸿蒙时代,品牌如何寻找确定性增长?
36氪· 2025-06-21 09:29
一切风景,都经入口而展开。 此刻,全球有超80亿张数字屏幕在闪烁。 手机、平板、电视、家用电器、智能汽车,未来生活中的任一平面,都将成为"超链时代"的神经元。 超链时代,源自2025 HDC鸿蒙生态增长峰会上的一个金句,"随着终端的智能化、网联化发展,互联网正在进入万物皆可联、一切皆入口的超链时 代。"QuestMobile研究院院长王康说道。 如华为的"1+8+N"全场景智慧生活战略,其中"1"是手机,"8"则涵盖大屏、平板、PC 、可穿戴设备等八大核心终端,"N"是开放生态设备,通过多端协同与 场景化服务,为用户提供无缝连接的智慧体验。 鸿蒙自2019年萌芽, 截至目前,根据华为官方数据显示,鸿蒙生态设备数已突破10亿台,注册开发者达800万+,已覆盖TOP5000应用,满足用户99.9%使 用时长,"向阳而生,鸿蒙渐长"。 剧变的生活范式,将给商业带来哪些变化?企业又该如何适应它? 鸿蒙生态用一体化的商业全景图,作出答案: 通过统一投放平台,整合应用分发、服务分发、互动媒体、AI等全域流量资源,实现高效协同。 在鸿蒙生态 一体化策略下,鲸鸿动能将围绕获量和提升转化持续演进,不断优化算法引擎能力驱动增长, ...
A+H板块持续扩容 长线资金踊跃入局
Zheng Quan Shi Bao· 2025-06-20 18:34
Core Viewpoint - The Hong Kong IPO market experienced a significant surge in the first half of 2025, with four A+H listed companies—CATL, Hengrui Medicine, Haitian Flavoring, and Sanhua Intelligent Control—ranking among the top ten globally in terms of fundraising, with CATL leading the pack [1][3]. Group 1: IPO Performance - CATL raised approximately HKD 410 billion, making it the top fundraiser among the four companies [3]. - Hengrui Medicine, Haitian Flavoring, and Sanhua Intelligent Control raised around HKD 114 billion, HKD 101 billion, and HKD 79 billion, respectively [3]. - Sanhua Intelligent Control attracted 17 cornerstone investors who collectively invested USD 562 million (approximately HKD 4.41 billion), accounting for about 56% of its IPO [1][2]. Group 2: Investor Interest - Major institutional investors, including Hillhouse Capital, Sequoia, UBS, and the Singapore Government Investment Corporation, have heavily invested in these IPOs, indicating strong market confidence [1][2][3]. - CATL's cornerstone investors included Sinopec, Hillhouse, Kuwait Investment Authority, and others, with a total subscription amounting to USD 2.628 billion (approximately HKD 20.37 billion), representing 66% of its total fundraising [2]. Group 3: Market Trends - There is a growing trend of A-share companies applying for listings in Hong Kong, particularly in sectors like new energy, high-end manufacturing, and healthcare [4][5]. - The anticipated "H+A" model has garnered attention, with expectations for more large enterprises and industry leaders to list in Hong Kong, enhancing the attractiveness of the A+H model [6][8]. - The AH premium has reached a five-year low, with the Hang Seng AH Premium Index hitting 126.91 points, reflecting the influence of southbound capital flows on Hong Kong stock pricing [7][8].
全球与中国排气洗涤器系统市场趋势预测及发展动态规划报告2025-2031年
Sou Hu Cai Jing· 2025-06-20 18:02
全球与中国排气洗涤器系统市场趋势预测及发展动态规划报告2025-2031年 【全新修订】:2025年6月 【出版机构】:中智信投研究网 【内容部分有删减·详细可参中智信投研究网出版完整信息!】 【免费售后 服务一年,具体内容及订购流程欢迎咨询客服人员 】 报告目录 1 排气洗涤器系统市场概述 1.1 产品定义及统计范围 1.2 按照不同产品类型,排气洗涤器系统主要可以分为如下几个类别 1.2.1 全球不同产品类型排气洗涤器系统销售额增长趋势2020 VS 2024 VS 2031 1.2.2 湿式洗涤器 1.2.3 干式洗涤器 1.3 从不同应用,排气洗涤器系统主要包括如下几个方面 1.3.1 全球不同应用排气洗涤器系统销售额增长趋势2020 VS 2024 VS 2031 1.3.2 石化 1.3.3 制药 1.3.4 废水处理 1.3.5 食品加工 1.3.6 其他 1.4 排气洗涤器系统行业背景、发展历史、现状及趋势 1.4.1 排气洗涤器系统行业目前现状分析 1.4.2 排气洗涤器系统发展趋势 2 全球排气洗涤器系统总体规模分析 2.1 全球排气洗涤器系统供需现状及预测(2020-2031) 2.1. ...
A股晚间热点 | 国家药监局最新部署!高端医疗器械发展迎催化
智通财经网· 2025-06-20 15:17
Group 1: Medical Devices and Healthcare - The National Medical Products Administration (NMPA) is set to introduce new measures to support the innovation and development of high-end medical devices, which will promote the application of new technologies, materials, and methods in healthcare [1] Group 2: Technology and Software - Huawei's HarmonyOS 6 was unveiled at the 2025 Developer Conference, with the developer Beta version officially launched, indicating a significant demand for talent in the Harmony ecosystem, which has over 30,000 applications in development and more than 8 million registered developers [2] Group 3: Financial Services - The People's Bank of China and the Hong Kong Monetary Authority launched a cross-border payment system to facilitate efficient and secure payment services between mainland China and Hong Kong, set to go live on June 22, 2025 [3] - The Ministry of Commerce reported that from January to May 2025, foreign direct investment in China amounted to 358.19 billion yuan, a year-on-year decrease of 13.2% [5] Group 4: Investment and IPOs - Yushu Technology has completed a C-round financing of approximately 700 million yuan, with a post-financing valuation of about 12 billion yuan, and is actively pursuing an IPO, primarily targeting the A-share market [6] Group 5: Taxation and Revenue - From January to May 2025, the total revenue of the general public budget in China was 96,623 billion yuan, with a slight year-on-year decrease of 0.3%. The securities transaction stamp duty reached 66.8 billion yuan, reflecting a significant year-on-year increase of 52.4% [7] Group 6: Market Trends - The U.S. stock market saw gains, with the Nasdaq rising over 0.5%, and Bitcoin-related stocks performing well, indicating a positive market sentiment [8] - Japan's Ministry of Finance plans to reduce the issuance of super-long-term government bonds by 3.2 trillion yen (approximately 220 billion USD), exceeding market expectations [9] - South Korea's KOSPI index rose by 1.48%, surpassing the 3000-point mark for the first time since January 2022, driven by positive news in the AI sector and fiscal stimulus measures [10]
鸿蒙的635个日夜:超3万个鸿蒙原生应用及元服务加速开发中
Mei Ri Jing Ji Xin Wen· 2025-06-20 12:25
每经记者|王晶 每经编辑|魏官红 6月20日,华为开发者大会(HDC 2025)正式拉开序幕。会上,华为方面分享了鸿蒙生态在应用开发领域的成果——从2023年9月25日至今,鸿蒙开发者数 量已经超过800万人,搭载HarmonyOS的华为终端产品超过40款,3万多个鸿蒙原生应用和元服务正在加速开发与更新。 "从2023年9月25日(鸿蒙应用正式启用)到今天,635个日夜,构建一个操作系统的生态,比开发一个操作系统要难很多,难得超出想象。但有数以亿万计 的伙伴、开发者、消费者与我们在一起,创造了了不起的鸿蒙速度,鸿蒙像一列快车,昂然向前。"华为常务董事兼终端BG董事长余承东在会上说道。同 时,他还宣布HarmonyOS 6开发者版本正式启动。 2024年10月,HarmonyOS NEXT(5.0)正式发布,该版本只基于鸿蒙内核,不再像安卓和iOS等系统一样依赖Linux或Unix内核,未来基于安卓开发的App应 用也将不再被兼容,标志着鸿蒙成为我国首个实现全栈自研的操作系统。从发展节奏来看,HarmonyOS 6启动开发者Beta,意味着华为在操作系统上更进一 步。 据华为方面介绍,HarmonyOS 6开发 ...
华为,重大发布!
新华网财经· 2025-06-20 12:17
值得一提的是,5月30日,证券时报·券商中国记者从华为获悉,华为在MoE模型训练领域再进一步,重 磅推出参数规模高达7180亿的全新模型——盘古Ultra MoE,这是一个全流程在昇腾AI计算平台上训练 的准万亿MoE模型。同时,华为发布盘古Ultra MoE模型架构和训练方法的技术报告,披露众多技术细 节,充分体现了昇腾在超大规模MoE训练性能上的跨越。 据悉,训练超大规模和极高稀疏性的MoE模型极具挑战,训练过程中的稳定性往往难以保障。针对这一 难题,华为盘古团队在模型架构和训练方法上进行了创新性设计,成功地在昇腾平台上实现了准万亿 MoE模型的全流程训练。 "一年以来,盘古大模型深入行业解难题,在30多个行业、500多个场景中落地。"6月20日下午,在华为 开发者大会2025上,华为常务董事、华为云计算CEO张平安分享了盘古大模型在工业、农业、科研等领 域的丰富创新应用和落地实践,并重磅发布盘古大模型5.5,在自然语言处理、多模态等5大基础模型全 面升级,加速重塑千行万业。 会上,华为云还发布了盘古医学、金融、政务、工业、汽车五个具备深度思考能力的行业自然语言大模 型,加速行业智能化,并将在6月底正式上 ...
鸿蒙开发者军团冲锋:超3万应用加速开发,生态规模战进入关键期
Di Yi Cai Jing· 2025-06-20 11:05
Core Insights - Huawei's HarmonyOS has become the fastest-growing open-source operating system, with over 130 million lines of code and more than 800,000 developers contributing to its ecosystem [1][4] - The launch of HarmonyOS 5 has seen over 40 Huawei terminal products and more than 30,000 applications and services in development, marking a significant milestone in the ecosystem's growth [1][4] - The transition from a technology-driven approach to a collaborative ecosystem model is crucial for the future success of HarmonyOS, as it aims to attract more developers and partners [1][4][8] Development and Ecosystem - The construction of an operating system ecosystem is more challenging than developing the operating system itself, as evidenced by the failures of past mobile operating systems like Symbian and Windows Phone [2][4] - HarmonyOS has received nearly 4 million pieces of feedback and has undergone over 260 system updates, showcasing a robust collaborative effort from developers and consumers [4][8] - The integration of AI and cloud services into HarmonyOS is expected to enhance application performance and user experience, with the upcoming HarmonyOS 6.0 set to introduce a new architecture [6][7] Developer Engagement - Developers have reported a significant reduction in development costs and time, with some stating that costs have decreased by over 70% when adapting to HarmonyOS [5][7] - The ecosystem is witnessing a shift from developers seeking out the community to the community actively attracting developers, indicating growing confidence in HarmonyOS [5][7] - Collaboration with major applications like WeChat and Douyin has led to the creation of over 50 innovative projects, further enriching the HarmonyOS ecosystem [4][5] Future Outlook - The success of HarmonyOS will depend on the active participation of developers and the overall vibrancy of the ecosystem, as Huawei calls for more enterprise applications to accelerate their adaptation to HarmonyOS [8] - The competitive landscape in the consumer electronics industry is shifting towards AI integration, with Huawei needing to keep pace with rivals like Apple and Google [7][8] - The ongoing development of HarmonyOS is seen as a collective effort of millions of partners, developers, and consumers, emphasizing the importance of collaboration in achieving technological advancements [8][9]
瑞可达: 北京国枫(南京)律师事务所关于苏州瑞可达连接系统股份有限公司2025年第二次临时股东大会的法律意见书
Zheng Quan Zhi Xing· 2025-06-20 11:00
致:苏州瑞可达连接系统股份有限公司(贵公司) 南京市鼓楼区集庆门大街 270 号苏宁环球国际中心 43 层 电话:025-85803866 传真:025-85803680 邮编:210003 北京国枫(南京)律师事务所 关于苏州瑞可达连接系统股份有限公司 法律意见书 国枫律股字2025H0028 号 北京国枫(南京)律师事务所(以下简称"本所")接受贵公司的委托,指派律师 出席并见证贵公司 2025 年第二次临时股东大会(以下简称"本次会议")。 本所律师根据《中华人民共和国公司法》(以下简称"《公司法》")、《中华人 民共和国证券法》(以下简称"《证券法》")、《上市公司股东会规则》(以下简称 "《股东会规则》")、《律师事务所从事证券法律业务管理办法》(以下简称"《证券法律 业务管理办法》")、《律师事务所证券法律业务执业规则(试行)》(以下简称"《证券法 律业务执业规则》")等相关法律、行政法规、规章、规范性文件及《苏州瑞可达连接系 统股份有限公司章程》 (以下简称"《公司章程》")的规定,就本次会议的召集与召开程 序、召集人资格、出席会议人员资格、会议表决程序及表决结果等事宜,出具本法律意 见书。 对 ...