Core Viewpoint - Huawei is transitioning its computer products to the HarmonyOS, marking a significant shift from the previously used Microsoft Windows operating system due to the expiration of supply agreements amid U.S. sanctions [3][4]. Group 1: Huawei's Strategy and Product Launch - Huawei plans to officially launch its first HarmonyOS computer on May 19, 2023, with all future computer products pre-installed with HarmonyOS [3]. - The shift to HarmonyOS is part of Huawei's broader strategy to develop a fully self-researched and controllable operating system ecosystem, driven by the need to mitigate reliance on U.S. technology [3][6]. Group 2: Impact on Existing Users - Existing Huawei computer users will not be affected by the transition to HarmonyOS, as Microsoft is obligated to continue providing updates for Windows operating systems purchased by users [4][5]. - Users with Windows 10 installed on their Huawei computers must upgrade to Windows 11 before October 14, 2025, to continue receiving updates [5]. Group 3: Ecosystem Development and Market Position - Concerns regarding the application ecosystem for HarmonyOS on computers are acknowledged, but the existing ecosystem from HarmonyOS on mobile devices is expected to facilitate a quicker adaptation for developers [5][6]. - In the Chinese PC market, Huawei is projected to ship 4.3 million units in 2024, capturing an 11% market share, making it the second-largest PC manufacturer in the country [6].

华为终端全面进入鸿蒙时代 据介绍，历经五年布局，持续构筑鸿蒙办公新体验，鸿蒙电脑搭载了HarmonyOS 5，采用鸿蒙内核，带 来精致、智能、安全、流畅、互联的体验；鸿蒙电脑从内核开始重构操作系统，构筑鸿蒙办公新体验。 这也是首个从操作系统内核开始重构的国产电脑。 华为在沟通会上部分展示了鸿蒙电脑的技术亮点。智能方面，鸿蒙电脑实现了AI能力与底层硬件、操 作系统、软件应用的融合，支持一句话完成PPT创作、从全盘文档中摘取信息并总结、撰写会议纪要、 一键进行电脑设置等AI功能。 新华财经北京5月8日电（王媛媛） 5月8日，鸿蒙电脑技术与生态沟通发布会在深圳举行，鸿蒙电脑在 此次大会正式亮相。 据悉，鸿蒙电脑搭载了HarmonyOS 5，采用鸿蒙内核，从内核开始重构操作系统，并实现了AI能力与底 层硬件、操作系统、软件应用的深度融合，构筑鸿蒙办公新体验。根据安排，鸿蒙电脑将于5月19日正 式对外发布。 分析指出，鉴于华为的市场号召力以及生态系统的强大，鸿蒙电脑的问世将为AI PC领域的国产软硬件 创新带来全新发展机会和成长土壤。 华为终端BG平板与PC产品线总裁朱懂东表示，头部150个专属应用已经启动开发，300 ...

｜2025年5月9日 星期五｜ NO.1 鸿蒙电脑亮相深圳 "深圳发布"微信公众号5月8日消息，当日华为公司在深圳举办鸿蒙电脑技术与生态沟通会，这标志着搭载鸿蒙操作系统的"鸿蒙电 脑"正式亮相。据悉，鸿蒙电脑历经五年布局，集结10000多名顶尖工程师，联合20多家研究所，积累超2700项核心专利。 点评：依托分布式软总线技术，鸿蒙电脑带来了自然、无缝、无感的跨设备互联体验，也是国产操作系统在个人电脑（PC）领域的 重要突破。 NO.2 广东多地官宣下调公积金贷款利率 每经记者｜孔泽思 每经编辑｜陈梦妤 点评：登陆港股市场为钧达股份开辟了新的融资途径，能够吸引更多国际投资者，为公司的业务拓展、技术研发等提供更充足的资 金支持。 NO.4 深圳北站5月1日客流量创历史新高 "深圳新闻网"5月8日消息，4月29日至5月6日，深圳铁路累计到发旅客614万人次，同比增幅19.9%。据介绍，5月1日为发送客流最 高峰，深圳铁路发送旅客55万人次，深圳北站客流量创历史新高。 点评：高客流反映出深圳与其他地区之间的经济联系更加紧密，人员流动频繁有助于加强区域间的经济交流与合作。 NO.5 深交所行情 5月8日，深证成指收报1 ...

智通财经记者 | 宋佳楠 5月8日，在深圳举办的鸿蒙电脑技术与生态沟通会上，华为首款搭载HarmonyOS操作系统的鸿蒙电脑 正式亮相。至此，鸿蒙OS全面覆盖了手机、电脑、手表、大屏、平板、座舱等全场景终端设备。 早在2020年，面对外部限制，华为便开启鸿蒙电脑的研发。华为终端平板与PC线总裁朱懂东表示，整 个研发周期历时五年，投入超10000名工程师与20多家专业研究所协同合作。据他透露，鸿蒙电脑产品 将于5月19日正式发布。 鸿蒙电脑基于鸿蒙内核构建，采用新的星盾安全架构，可从底层保障用户隐私安全。智能助理 "小艺" 融合了AI能力，可通过语音指令快速生成 PPT、实现跨设备知识管理、自动生成会议纪要等。借助分 布式软总线技术，鸿蒙电脑支持手机、电脑、平板三设备间的键鼠共享。 过去一年，鸿蒙已在生态建设方面取得不小的突破。据华为方面透露，鸿蒙原生应用和元服务上架超过 2万个，开发者数量超过720万，生态设备超10亿台，这些均为鸿蒙PC打下基础。 长期以来，国产电脑操作系统发展缓慢，主流系统及核心生态被国外厂商主导。如今，鸿蒙电脑的推 出，标志着国产操作系统在个人电脑领域实现重要突破。 不仅如此，鸿蒙电脑的 ...

Core Viewpoint - Huawei's HarmonyOS-powered computer, known as Hongmeng Computer, was officially unveiled, showcasing its integration with advanced AI technologies [1] Group 1: Product Features - The Hongmeng Computer is equipped with HarmonyOS 5, featuring a new AI system and a dedicated assistant named Xiao Yi, which supports voice interaction and provides accurate and rapid responses [1] - The operating system of the Hongmeng Computer integrates with the Pangu large model and DeepSeek, enhancing its AI capabilities [1]

5月8日，华为在深圳举办鸿蒙电脑技术与生态沟通会，"鸿蒙电脑"正式亮相。鸿蒙电脑搭载 HarmonyOS 5，实现了AI能力与底层硬件、操作系统、软件应用的深度融合。 ...

Core Insights - The AI sector is entering a phase of rapid innovation, with advancements such as DeepSeek's integration of algorithm innovation and engineering optimization, and the release of Llama 4 accelerating the deployment of multimodal large models [1] - Privacy and data security are significant challenges faced by the AI large model field, as discussed at the 2025 Lenovo Innovation Technology Conference [1] Group 1: Data Security and Privacy Protection - Lenovo's CEO Yang Yuanqing emphasized the importance of hybrid AI from the perspectives of personal data protection, enterprise data protection, personal privacy protection, and corporate intellectual property protection [3] - Yang stated that data security and privacy protection are foundational to the three main functions of "super intelligent agents," which represent non-negotiable value propositions and innovation principles [3] - The contradiction between the need for accurate responses and the desire to protect personal data is highlighted, suggesting that personal trusted computing can be a solution by utilizing users' own devices for data learning and inference [3] Group 2: Technological Advancements and Applications - Lenovo's CTO Tolga Kurtoglu noted that data security and privacy protection are crucial in developing "super intelligent agents," advocating for local processing of sensitive information on devices [4] - The need for robust data security measures when transferring data to the cloud is emphasized, along with the importance of anonymizing sensitive information [4] - Yang revealed that Lenovo plans to introduce Deepfake detection technology to mitigate the risk of personal image theft, showcasing the company's commitment to enhancing data security [4]

Group 1 - The core viewpoint emphasizes the importance of leveraging the advantages of a new type of national system to promote the healthy and orderly development of artificial intelligence in China, focusing on application orientation and self-reliance [1] - The domestic AI ecosystem is evolving with many Chinese AI models being open-sourced, attracting global developers and breaking Western technological monopolies, thus enhancing accessibility and contributing to the global open-source system [1] - The A-share market showed a strong performance on May 8, with the AI computing power sector experiencing slight adjustments, while several stocks in the Sci-Tech Innovation Board AI index saw significant gains [1] Group 2 - According to Dongfang Securities, the investment value in the AI sector lies in its potential to lead a new wave of technological revolution, particularly in computing power, algorithms, and application ecosystems [2] - The construction of computing power infrastructure is highlighted as a cornerstone for AI development, involving both hardware upgrades and software optimizations, such as the collaboration between Nvidia and TSMC to produce $500 billion worth of AI infrastructure in the U.S. [2] - Major companies are continuously launching new large models, showcasing breakthroughs in technology and broad applicability in various fields such as marketing, e-commerce, and design [2]

Summary of Conference Call Notes Company and Industry Involved - The report focuses on **Softcom** and its collaboration with **Tongfang** in the hardware sector, particularly in computing and intelligent computing centers. Core Points and Arguments - **Total Hardware Revenue**: In 2024, the combined hardware revenue of Softcom and Zhitu International is projected to reach **12.9 billion** yuan, representing a year-on-year growth rate of over **30%** [1] - **PC Market Share Growth**: By the second half of 2024, Softcom's market share in the PC segment is expected to increase from **4%** to **10%**, positioning it just behind Lenovo and surpassing Huawei [1] - **Annual Shipment Volume**: The total shipment volume for the year is estimated to be around **3.3 million** units, reflecting a year-on-year increase of **90%** [1] - **Government and Political Acceleration**: The report anticipates an acceleration in government and political trust innovation in 2025, with Tongfang holding a significant market share. A concentrated bidding process is expected in March, with anticipated confirmations in the second half of 2025 [1] - **Profitability Outlook**: Following the expected profitability of Tongfang's C-end in 2024, there is an optimistic outlook for achieving breakeven in the 2G2B segment in 2025 [1] Other Important but Possibly Overlooked Content - The collaboration between Tongfang and Softcom is perceived to be undervalued by the market, indicating potential for future growth and investment opportunities [1]

在今日举行的鸿蒙电脑技术与生态沟通会上，首款鸿蒙电脑正式亮相，而华为智慧办公将升级为鸿 蒙办公。在鸿蒙电脑应用适配方面，头部150个应用已经启动开发，预计到年底将支持超过2000个应 用。 ...