2025.08. 26 本文字数：356，阅读时长大约1分钟 微信编辑 | 七三 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 据国是直通车，8月26日，全新一代中国操作系统——银河麒麟操作系统V11在2025中国操作系统产 业大会正式发布。这款系统使用了全新磐石架构，操作体验、安全性和生态丰富度大幅提升。 作为首个突破百万生态的国产操作系统，银河麒麟的生态成熟度国内领先，与国产主流CPU、GPU 及板卡实现全面兼容，构建起完整的国产化生态体系。已在嫦娥探月、天问探火等国家重大工程中发 挥支撑作用，在政务领域保持较高覆盖率，同时在金融、能源、教育、医疗等行业实现长期规模化应 用。目前，银河麒麟操作系统已部署超1600万套。 推荐阅读 多地遴选小学教师转岗初中 ...

（本文来源： 国是直通车 ） 全新一代中国操作系统—— 银河麒麟操作系统V11在2025中国操作系统产业大会正式发布。 这款系统使用了全新磐石架构，操作体验、安全性和生态丰富度大幅提升。作为首个突破百万生态的国产操作系统，银河麒麟的生态成熟度 国内领先，与国产主流CPU、GPU及板卡实现全面兼容，构建起完整的国产化生态体系。已在嫦娥探月、天问探火等国家重大工程中发挥支 撑作用，在政务领域保持较高覆盖率，同时在金融、能源、教育、医疗等行业实现长期规模化应用。目前，银河麒麟操作系统已部署超 1600万套。 ...

证券代码：002580 证券简称：圣阳股份 公告编号：2025-028 山东圣阳电源股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完 整，没有虚假记载、误导性陈述或重大遗漏。 一、对外投资概述 （一）基本情况 为抢抓数字经济发展新机遇，布局能源产业智能化升级，构建多元化增长格 局，增强公司未来发展潜力，山东圣阳电源股份有限公司（以下简称"公司"）拟 与山东发展投资控股集团有限公司（以下简称"山东发展集团"）、山东发展科创 投资有限公司（以下简称"山东发展科创投资"）、山东高速路桥投资管理有限公 司（以下简称"山东高速路桥投资"）、深圳开鸿数字产业发展有限公司（以下简 称"深开鸿"）共同投资设立开源鸿蒙（山东）数字科技有限公司（暂定名，以最 终工商登记为准，以下简称"合资公司"）布局开源鸿蒙生态领域业务。合资公司 注册资本为人民币 5,000 万元，其中，公司拟以自有资金出资 500 万元，持股比例 万元，持股比例 20%；山东高速路桥投资出资 1,000 万元，持股比例 20%；深开鸿 出资 1,000 万元，持股比例 20%。 山东发展集团为公司控股股东，山东发展科创投资与公司同受山东发 ...

Market Performance - On August 20, the market experienced a rebound after hitting a low, with the Shanghai Composite Index, Shenzhen Component Index, and Sci-Tech Innovation 50 Index all reaching new highs for the year [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.41 trillion yuan, a decrease of 180.1 billion yuan compared to the previous trading day, marking the sixth consecutive day with trading volume exceeding 2 trillion yuan [1] - By the end of the trading session, the Shanghai Composite Index rose by 1.04%, the Shenzhen Component Index increased by 0.89%, and the ChiNext Index gained 0.23% [1] Sector Performance - The top-performing sectors included domestic merchants, the Apple supply chain, and robotics, with significant increases in their respective indices [3] - The chip sector showed a notable increase, with a rise of 27 points, indicating strong market interest and potential growth [3] - Other sectors such as medical, communication, and securities also demonstrated positive trends, contributing to the overall market performance [3]

Group 1 - The founder and CEO of Laifen Technology publicly responded to criticism from a former employee and a media influencer regarding a product comparison video, highlighting concerns about industry trust and corporate anxiety during transformation [2] - Huge Dental Limited's IPO application in Hong Kong has expired after six months, indicating potential challenges in the dental materials market [3] - Shenzhen Metro's response to a request for support of Lingnan Tong card suggests technical compatibility issues, recommending the use of "Traffic United" card instead [4][5] Group 2 - Apple is reportedly developing a new operating system called "Charismatic," which may integrate elements from tvOS and watchOS, expected to launch with future smart home and desktop products [5] - Heytea is set to fully launch on Taobao Flash Sale, expanding its reach in the instant retail market with over 4,000 stores [6] - Alibaba and Ant Group have launched the "City Knight Orange Plan," aimed at providing better incentives and protections for delivery riders across various platforms [7] Group 3 - AVIC Optoelectronics has products applied in the industrial robotics sector, indicating a strategic focus on high-end manufacturing [8] - Chengdu's inbound tourism has surged by over 31% during the World Universiade, with key tourist destinations seeing increased traffic [9] - Wuhan's car replacement policy will be suspended starting August 19, 2025, affecting consumer behavior in the automotive market [10] Group 4 - Yupa Direct Recruitment has completed the strategic acquisition of "Jigongjia," a construction labor service platform, to strengthen its market position and prevent competitive threats [11] - Artist Fan Zeng has reassured the public of his well-being after recent rumors, indicating the impact of public perception on personal branding [12] - Keda Li's subsidiary Kemen is testing high-precision reducers with several quality clients, showcasing advancements in robotics technology [14]

Core Viewpoint - Huawei's HarmonyOS 5.0 has surpassed 10 million device activations, marking a significant milestone in the development of China's domestic operating system ecosystem, indicating it has crossed a critical survival threshold [1][4][8] Group 1: Development and Investment - The achievement of over 10 million activations is the result of six years of investment amounting to hundreds of billions of yuan and the efforts of over 10,000 researchers [4][9] - HarmonyOS has undergone a "triple reconstruction" in its technology, achieving a 40% efficiency improvement, reducing cross-device latency to below 5 milliseconds, and obtaining CC EAL5+ international security certification [5][6] - Huawei's annual investment in HarmonyOS development is substantial, with a focus on attracting top talent and incentivizing developers through programs like the "Star Plan" [9][10] Group 2: Ecosystem and Market Position - The real challenge for HarmonyOS lies in building a robust application ecosystem, as evidenced by the failures of other operating systems like Microsoft Windows Phone and Samsung Tizen due to lack of support [6][11] - As of now, the top 20 applications on HarmonyOS have over 2 million downloads, and there are more than 20,000 native applications and services available [6][10] - HarmonyOS has achieved a market share of 19% in China, surpassing iOS and becoming the second-largest operating system [11] Group 3: Future Prospects and Strategic Importance - The success of HarmonyOS is not just about survival but about thriving in the next decade, with its ability to create a unified language for devices in the Internet of Things era [9][11] - Huawei aims for HarmonyOS to achieve parity with Android and iOS ecosystems by the end of the year, leveraging its advantage of "one-time development, multi-end deployment" [11]

Core Viewpoint - Huawei demonstrates strong technological capabilities in the semiconductor industry, particularly with its Ascend series chips and the recent launch of CM384, positioning itself as a leader in domestic AI chips [2][3]. Group 1: Financial Performance - In 2024, Huawei achieved a total revenue of RMB 862.072 billion, representing a year-on-year growth of 22.4% [5]. - The smart automotive solutions segment saw a remarkable revenue increase of 474.4%, while terminal business and digital energy businesses grew by 38.3% and 24.4%, respectively [5]. - Revenue from the Chinese market reached RMB 615.264 billion, driven by digitalization, intelligence, and low-carbon transformation [5]. Group 2: Huawei Cloud - The overall public cloud market in China is projected to reach USD 24.11 billion in the second half of 2024, with IaaS accounting for USD 13.21 billion, representing a year-on-year growth of 14.4% [6]. - Huawei Cloud holds a 13.2% market share in the Chinese IaaS market, making it the second-largest cloud provider after Alibaba Cloud [6]. - Huawei Cloud's revenue growth rate reached 24.4%, the highest among major cloud vendors in China [6]. Group 3: Ascend Chips - The CloudMatrix 384 super node integrates 384 Ascend 910 chips, achieving a cluster performance of 300 PFLOPS, which is 1.7 times that of Nvidia's GB200 NVL72 [10]. - The single-chip performance of Huawei's Ascend 910C is approximately 780 TFLOPS, which is one-third of Nvidia's GB200 [10][11]. - The Ascend computing system encompasses a comprehensive ecosystem from hardware to software, aiming to meet various AI computing needs [15][20]. Group 4: HarmonyOS - HarmonyOS features a self-developed microkernel, AI-native capabilities, distributed collaboration, and privacy protection, distinguishing it from Android and iOS [12]. - The microkernel architecture enhances performance and fluidity, while the distributed soft bus technology allows seamless connectivity among devices [12][13]. Group 5: Kirin Chips - The Kirin 9020 chip has reached high-end processor standards, comparable to a downclocked Snapdragon 8 Gen 2 [23]. - The Kirin X90 chip, based on the ARMv9 instruction set, features a 16-core design with a frequency exceeding 4.2GHz, achieving a 40% improvement in energy efficiency [25][26]. Group 6: Kunpeng Chips - Kunpeng processors are designed for servers and data centers, focusing on high performance, low power consumption, and scalability [27]. - The Kunpeng ecosystem strategy emphasizes hardware openness, software open-source, enabling partners, and talent development [29].

Group 1 - The core viewpoint of the article highlights China's significant advancements in the digital sector, showcasing breakthroughs in key core technologies and the establishment of a complete industrial chain in integrated circuits [1] - The integrated circuit industry in China is rapidly developing, covering design, manufacturing, packaging, testing, and equipment materials [1] - The domestic operating system, represented by the Harmony OS, has seen accelerated growth, with the total number of ecosystem devices surpassing 1.19 billion, integrating "smart cores" into over 1,200 product categories including mobile phones, automobiles, and home appliances [1] - China's overall strength in artificial intelligence has achieved a comprehensive and systematic leap, with AI patent applications accounting for 60% of the global total [1]

Core Viewpoint - The article highlights the transformative impact of the HarmonyOS on various sectors in Beijing, including government services, consumer experiences, and cultural tourism, contributing to the city's digital economy and smart city initiatives [1]. Government Services - The implementation of the HarmonyOS in government services has significantly improved efficiency, as seen in the "Beijing Traffic Police" app, which allows users to complete traffic violation processes in just a few minutes through automatic data recognition [4][5]. - The "Jingban" platform, which integrates over 400 government system interfaces, facilitates cross-departmental collaboration, enhancing the overall efficiency of urban governance [4][5]. - The platform also offers features like smart reminders and online communication, streamlining interactions between businesses and government departments [5]. Consumer Experience - HarmonyOS has revitalized consumer experiences in retail, with features like smart consumption guidance and indoor navigation in shopping areas, enhancing shopping efficiency and customer satisfaction [7][8]. - During promotional events, innovative marketing strategies utilizing HarmonyOS technology have successfully attracted consumers and increased sales, demonstrating a new model for retail engagement [9]. Cultural Tourism - The HarmonyOS supports the cultural tourism sector by providing advanced services such as centimeter-level positioning and personalized content delivery in museums, enhancing visitor engagement and educational experiences [11][12]. - The introduction of "meta-services" allows users to access museum information and services seamlessly through their devices, improving accessibility and visitor interaction [11]. - Smart hotel solutions powered by HarmonyOS offer features like zero-second check-in and voice-controlled room settings, significantly enhancing guest experiences and operational efficiency [13]. Ecosystem Development - The HarmonyOS ecosystem is rapidly expanding, with nearly a thousand applications adapted to the system, promoting a seamless and secure experience across various devices [6]. - The Ministry of Industry and Information Technology emphasizes the importance of increasing app availability on the HarmonyOS platform to build a robust digital economy infrastructure [6]. - The distributed architecture of HarmonyOS enables seamless connectivity and collaboration among devices, improving user experience and attracting developers to the ecosystem [14].

Group 1 - The 2025 World Artificial Intelligence Conference (WAIC 2025) was held in Shanghai, featuring over 1,200 prominent guests, including 12 international award winners and more than 80 academicians [2] - RT-Thread showcased its AIOS concept, which integrates AI with operating systems to enhance development efficiency and deployment feasibility for edge devices [3][4] - The "Ruiqing Industrial Development Platform" launched by RT-Thread offers a comprehensive solution that integrates data collection, communication, control, AI, and display functionalities, improving development efficiency by 70% [3][4] Group 2 - RT-Thread's AIOS framework connects AI applications with hardware resources, reducing integration complexity and resource costs for AI models on various terminal devices [3][4] - The platform achieves microsecond-level real-time response capabilities, meeting the stringent demands of high-end manufacturing [4] - RT-Thread has installed over 2.5 billion devices, facilitating the integration of AI into edge devices and supporting local intelligence or efficient cloud collaboration [4][6] Group 3 - RT-Thread has established itself as a leading embedded operating system with 100% original core code, meeting the requirements for "self-controllable" operating systems in critical industries [5] - The company operates the largest embedded operating system developer community in China, attracting nearly 300,000 global developers [5] - RT-Thread's products and services are widely applied in key industries such as energy, industrial automation, and automotive electronics, serving nearly 10,000 clients [6][8] Group 4 - The evolution from "AI+OS" to "AIOS" emphasizes the critical role of operating systems in facilitating AI technology deployment as the global scale of intelligent terminals approaches one trillion [7] - RT-Thread has built a complete industrial ecosystem, including IP, chips, middleware, and terminal manufacturers, enhancing its competitive edge in high-tech fields [7] - The company aims to empower edge devices and promote deep integration of AI with high-end industries, collaborating with global developers to drive the intelligent era [7][8]