Summary of Zhongwang Software Conference Call Company Overview - **Company**: Zhongwang Software - **Industry**: CAD Software Development Key Points and Arguments 1. **Intellectual Property Defense**: Zhongwang Software asserts that its CAD products do not infringe on third-party codes and has applied for dozens of core technology patents. The company has maintained a strict source code management system for over ten years and is confident in resolving misunderstandings with Autodesk through communication or legal means [2][3][4]. 2. **Litigation Response Team**: A specialized task force has been established, comprising executives, R&D, legal, and international lawyers, to actively respond to the lawsuit. The company is open to a code comparison in a fair environment to clarify facts and seek mutually beneficial solutions [2][3][5]. 3. **Sales Continuity**: During the litigation, Zhongwang's CAD products can continue to be sold, and partnerships with distributors and ecosystem partners remain unaffected. The company believes that honest communication and legal means are effective methods for resolving disputes [2][6][9]. 4. **Market Impact**: While sales are not restricted, the lawsuit may affect customer confidence. The company has initiated marketing activities to communicate with customers and mitigate negative impacts. Domestic market recognition is high, and overseas distributors are generally accepting of the situation [2][10]. 5. **Differentiation Strategy**: Zhongwang Software emphasizes a market-oriented and international strategy, adhering to international legal rules. The company has increased R&D investment and is committed to a differentiation strategy to minimize the likelihood of similar disputes in the future [4][11]. 6. **Long-term Outlook**: The company believes that through open communication and legal means, the dispute can be resolved effectively. They are confident that the absence of large-scale code plagiarism will lead to a smoother resolution [6][10]. 7. **Potential Future Litigation**: Although Autodesk has only filed a lawsuit regarding the 2D CAD product, Zhongwang does not rule out the possibility of future litigation concerning 3D CAD products. The company has taken measures to strengthen intellectual property protection [4][11]. 8. **Sales and Financial Stability**: Zhongwang Software is aware of the potential for competitors to use litigation to undermine sales and financial health. However, they maintain that their products are distinct from Autodesk's and have no intention of infringing on third-party intellectual property [12][13]. Additional Important Content - **Customer Communication**: The company is actively engaging with customers to alleviate concerns stemming from the lawsuit, emphasizing the importance of maintaining trust and transparency [9][10]. - **Legal Preparedness**: Zhongwang Software is prepared for a potentially lengthy legal process, drawing on past experiences with similar lawsuits, and is committed to protecting its rights and interests [10][12].

Core Viewpoint - Huawei has achieved comprehensive coverage of HarmonyOS 5 across key terminal categories, including smartphones, computers, wearables, smart screens, automotive systems, and tablets, with over 40 devices now running the operating system [1]. Group 1: Market Competition - The competition in the terminal market has shifted from a focus on individual device performance to breaking down ecological barriers between devices, which is crucial for Huawei to gain an advantage [1]. - The integration of computer applications into mobile devices and tablets is a significant step towards building a "multi-end native ecosystem" for HarmonyOS [1]. Group 2: Technical Development - Building a software ecosystem bridge between smartphones, tablets, and computers is complex due to different interaction methods, requiring intricate adaptation processes [2]. - Huawei has developed a PC application engine based on the HarmonyOS native framework, enabling the deployment of PC-level applications on tablets, thus enhancing performance to be closer to that of PC operations [3]. Group 3: Application Examples - Applications like WPS Office have been adapted for HarmonyOS, allowing for a near 1:1 replication of desktop functionalities on tablets, facilitating seamless transitions between devices for document editing [4]. - Industrial software such as Zhongwang CAD is now available on HarmonyOS, providing comprehensive tools for professional scenarios like industrial design and architectural drawing, achieving a near-PC experience on tablets [4]. Group 4: Ecosystem Development - The long-term health of the HarmonyOS ecosystem relies not only on technical breakthroughs but also on generating positive commercial outcomes that engage all participants in the ecosystem [4]. - As HarmonyOS iterates and terminal devices increase in volume, the focus is shifting towards cross-device capabilities and the construction of a productivity matrix for mobile terminals [4].

Core Viewpoint - The success of Huawei's HarmonyOS ecosystem is closely tied to the effectiveness of productivity tools and capabilities in the commercial sector [1][4]. Group 1: Product Launch and Ecosystem Development - On July 24, Huawei launched the HUAWEI MatePad Pro 12.2-inch tablet equipped with HarmonyOS 5, completing the coverage of HarmonyOS 5 across key terminal categories including smartphones, computers, wearables, smart screens, and automotive systems [1]. - Over 40 devices are now running on HarmonyOS 5, indicating a significant expansion of the ecosystem [1]. - The integration of applications such as ZWS CAD, WPS Office, and Jianying Pro on HarmonyOS tablets marks a breakthrough in bridging the mobile and computer software ecosystems [1]. Group 2: Market Competition and Ecosystem Integration - The current competition in the terminal market has shifted from focusing solely on device performance to breaking down ecological barriers between devices [1]. - Huawei aims to establish a "multi-end native ecosystem" by extending computer applications to smartphones and tablets, which is crucial for gaining a competitive edge [1]. Group 3: Technical Challenges and Solutions - Building a software ecosystem bridge between smartphones, tablets, and computers is complex due to different interaction methods, such as keyboard and mouse reliance for computers versus touch for mobile devices [3]. - Huawei has developed a PC application engine under the HarmonyOS framework, enabling the deployment of "HarmonyOS computer applications" on tablets, providing a near-PC operational experience [3]. - WPS Office and industrial software like ZWS CAD have been adapted for HarmonyOS, allowing for a similar experience on tablets as on PCs [3]. Group 4: Future Prospects and Collaboration - The development of HarmonyOS is moving towards cross-device capabilities and the establishment of a productivity matrix as the ecosystem matures [4]. - Huawei is fostering a native development system through partnerships, which is essential for the commercial success of productivity tools and capabilities, ultimately determining the long-term viability of the HarmonyOS ecosystem [4].

Core Insights - Huawei has officially launched the new HUAWEI MatePad Pro 12.2 inches, fully equipped with HarmonyOS 5, marking the completion of the HarmonyOS 5 deployment across core terminal categories including smartphones, tablets, computers, wearables, smart screens, and automotive systems [1] - The new tablet features a range of desktop-level productivity applications, indicating a significant advancement in the HarmonyOS ecosystem and its multi-device deployment capabilities [1][2] Group 1: Product Launch and Features - The MatePad Pro 12.2 inches is the first device to integrate "HarmonyOS computer applications" into the tablet system, providing a near-PC operating experience with applications developed for the HarmonyOS native framework [2][3] - The HarmonyOS version of WPS Office has been developed with a desktop-level UI, allowing for comprehensive editing of documents, spreadsheets, and presentations, and supports seamless collaboration across devices [3] - The collaboration with Zhongwang CAD enables the tablet to support industrial design and architectural drawing, offering a complete toolset for creating, editing, and viewing CAD drawings [3] Group 2: Ecosystem Development - HarmonyOS is evolving from a "mobile-centric" approach to a "multi-end native" development, bridging the software ecosystem between tablets and computers, which aligns with trends seen in major companies like Apple [2][4] - The HarmonyOS ecosystem has expanded significantly, moving beyond smartphones to include tablets, PCs, wearables, and automotive terminals, indicating a strategic shift in focus [4][5] - The growth of the HarmonyOS ecosystem relies on continuous developer investment and a robust value return mechanism for ecosystem partners, as the number of native applications still lags behind iOS and Android [5]

Group 1 - The article emphasizes the importance of setting realistic expectations in innovation, highlighting that high aspirations can lead to disappointment if not met [2][3] - It discusses the gradual nature of innovation, using the example of the "行者二号" robot, which achieved significant improvements over a decade through persistent efforts and multiple iterations [2] - The article points out that China's technological innovation is transitioning from a follower to a leader, requiring both urgency and adherence to established principles [3] Group 2 - It mentions the transformation of Beijing Zhongguancun from an electronics market to a high-tech hub, driven by continuous optimization of intellectual property protection and talent incentives [3] - The success of 中望CAD in achieving domestic industrial software replacement over twenty years illustrates the wisdom of incremental progress [3] - The narrative stresses that innovation cannot be rushed or delayed, advocating for a balanced approach that combines passion with respect for natural laws [3]

Core Viewpoint - The collaboration between Chongqing Industrial Vocational and Technical College and Zhongwang Software aims to enhance vocational education through the integration of industrial software, addressing the challenges in talent cultivation and industry needs [1][4][6]. Group 1: Educational Initiatives - Chongqing Industrial Vocational and Technical College, established in 1956, is a national-level demonstration higher vocational college focusing on mechanical engineering and modern manufacturing [3]. - The college has launched the "Benchmark 100" case plan to share best practices in cultivating strategic talents in the education sector [1]. - The college's mechanical engineering department aims to align its curriculum with the needs of the Chongqing "33618" modern manufacturing cluster, enhancing the quality of its faculty and optimizing its professional offerings [3]. Group 2: Collaboration with Zhongwang Software - The partnership with Zhongwang Software focuses on creating a "Digital Technology + Professional Construction" collaborative system to improve vocational education quality in Western China [4][8]. - The establishment of a "Modern Industrial College" using domestic industrial software serves as a comprehensive training base, integrating teaching, skills competitions, and technical services [4][6]. - The collaboration has led to the development of specialized courses that merge industry standards and practical software applications, significantly improving students' technical skills [5]. Group 3: Outcomes and Achievements - The college achieved "Excellent" results in the national "Double High Plan" assessment, showcasing its unique vocational education model [4]. - Students participating in the collaboration have shown improved employability, with a 98% employment rate for those holding Zhongwang certification, which is 20% higher than their peers [7]. - The use of Zhongwang CAD/3D software has enhanced teaching and research efficiency, reducing design verification cycles by 40% and improving overall educational quality [7][8]. Group 4: Future Directions - The college and Zhongwang Software plan to expand their collaboration to include the development of training resources in smart manufacturing and virtual simulation [8]. - They aim to establish an "Open Education Ecological Alliance" to facilitate joint curriculum development, technical research, and talent cultivation [8]. - The partnership seeks to address common technical challenges in the industry through collaborative projects, enhancing the integration of education and industry [8].