Group 1 - The eighth Southern Information Conference was held in Guangzhou, focusing on the theme "Opportunities and Challenges for CIOs in the AI Era" with over 600 attendees including AI experts and CIOs from leading enterprises [1] - Huawei showcased its commercial solutions and products at the conference, emphasizing its core capabilities in independent innovation and digital transformation [1][6] - Huawei's HarmonyOS 5-based commercial office solution features a "1+2+3" framework, providing comprehensive security protection and tailored cloud architecture for enterprises [2][4] Group 2 - The solution offers differentiated customization for various enterprise types, enhancing efficiency and security for large enterprises and addressing the needs of small and medium-sized enterprises [4] - Huawei's first commercial notebook, the HM940, was highlighted for its advanced features and user experience improvements, including an AI assistant that enhances productivity in office tasks [6] - Huawei's commitment to quality, innovation, and collaboration has earned it recognition as the "2025 Preferred Digital Service Provider" by CIOs, reflecting industry acknowledgment of its value [8]

Group 1: Event Overview - The 16th New Champions Annual Meeting (Summer Davos Forum 2025) was held from June 24 to 26 at the National Exhibition and Convention Center (Tianjin), focusing on "Entrepreneurship in the New Era" and attracting over 2,000 guests from various sectors to discuss innovative solutions and new growth models to address global challenges [1] Group 2: Product Highlight - Huawei's Qingyun HM940 was selected as the official office support computer for the 2025 Tianjin Summer Davos Forum, marking a significant recognition of Huawei's innovation capabilities [3][8] Group 3: Security Features - The Huawei Qingyun HM940, powered by HarmonyOS 5, offers comprehensive security features, including CCEAL6+ certification, hardware-level full disk encryption, and a three-tier data security protection system, ensuring data safety throughout the device's lifecycle [4][6] Group 4: Technological Innovations - The device includes a Super Privacy Mode that restricts app access to sensitive features, and an AI assistant named "Xiao Yi" that enhances user efficiency through advanced capabilities like text generation and translation [7] Group 5: Industry Implications - The selection of Huawei Qingyun HM940 as the office support computer at a high-profile international forum reflects a broader recognition of China's technological advancements and innovation ecosystem, showcasing a complete innovation chain from operating systems to ecological development [8][9]

Core Viewpoint - Huawei has officially launched two significant HarmonyOS computer products, the HUAWEI MateBook Fold and the HUAWEI MateBook Pro, marking the beginning of the HarmonyOS office era with a dual breakthrough of "new system + new form" [1] Group 1: Product Features - The HUAWEI MateBook Fold features an 18-inch foldable screen, the largest in the world, which redefines the usage of computers and aims to inject new vitality into the global PC industry [1][4] - The device can transform from a portable 13-inch laptop to an immersive 18-inch display, providing users with a stunning visual experience [4] - The MateBook Fold weighs only 1.16 kg and has a thickness of 7.3 mm, making it highly portable while offering a large screen [7] Group 2: Technological Innovations - Huawei has overcome challenges in hinge design, large screen integration, heat dissipation, and battery life to deliver a lightweight and large-screen experience [2] - The device utilizes advanced materials and a unique water-drop hinge design, allowing for seamless closure and flexible opening angles [7] - The HarmonyOS 5 system enhances interaction logic, enabling smart recognition of various input methods and optimizing user experience across different modes [8][10] Group 3: Ecosystem Development - The launch of HarmonyOS computers signifies the completion of Huawei's "1+8+N" ecosystem, with a rapid increase in application availability from over 300 to more than 1,000, expected to exceed 2,000 by year-end [11] - Huawei has collaborated with ecosystem partners to develop over 150 customized applications for the MateBook Fold, enhancing user experience in various scenarios [11] - The introduction of the HUAWEI MateBook Pro complements the MateBook Fold, targeting mainstream office users with a lightweight design while sharing core capabilities of HarmonyOS 5 [14] Group 4: Strategic Initiatives - Huawei has launched the "Qingyun Xinghe Plan" to encourage enterprise users to co-build the HarmonyOS industry and ecosystem, focusing on digital transformation and innovation across various sectors [14] - The company aims to redefine the global PC industry's competitive landscape through the integration of foldable screens and the HarmonyOS, emphasizing the importance of making technology accessible and simplifying complex tasks [15]

Core Viewpoint - Huawei's HarmonyOS computer has officially launched, completing the ecosystem loop and aiming to challenge the dominance of Windows and MacOS in the PC market [2][4]. Product Launch and Reception - The Huawei MateBook Fold, priced between 23,999 and 26,999 yuan, has garnered significant interest, with over 47,000 reservations within 14 hours of its launch [2][7]. - The MateBook Fold is the world's largest commercial 18-inch foldable computer, featuring a thickness of only 7.3mm and a weight of 1.16kg, addressing the challenge of combining a large screen with portability [3]. Technological Innovations - The device utilizes a new generation of hinge technology, which prevents deformation during the folding process, and is made from zirconium-based liquid metal [3]. - The MateBook Fold supports various interactive features, such as screen mirroring and virtual keyboard activation [3]. Operating System and Ecosystem - Both the MateBook Fold and the MateBook Pro run on HarmonyOS 5, marking a significant step in Huawei's ecosystem development [3][4]. - The application ecosystem is crucial for the success of HarmonyOS computers, with over 150 dedicated applications and 1,000+ integrated applications already adapted [8][9]. Compatibility and Adaptation - The Oseasy virtual machine allows users to run Windows 11 on HarmonyOS computers, providing access to numerous Windows applications [11]. - Major applications like QQ and WPS have been adapted for HarmonyOS, with ongoing efforts to enhance compatibility with other software [9][11]. Enterprise Market Strategy - Huawei has introduced the HarmonyOS computer aimed at the enterprise market, the Huawei Qingyun HM940, which features an AI assistant and is designed for business applications [12][13]. - The company is launching the "Qingyun Xinghe Plan" to foster innovation in the Harmony ecosystem with industry partners [15]. Market Potential - The demand for domestic PCs is increasing, with predictions of 4.8 million units shipped in 2023, potentially rising to 9.5 million by 2026 [15]. - HarmonyOS computers are positioned to meet user needs better than existing domestic operating systems, potentially capturing more market share in the enterprise sector [15].

Market News - The three major US stock indices experienced slight gains, with the Dow Jones up 0.32%, Nasdaq up 0.02%, and S&P 500 up 0.09%. Major tech stocks mostly rose, with Microsoft up over 1%, while Apple and Tesla fell over 1% and 2% respectively [1] - International oil prices strengthened, with WTI crude oil closing at $62.15 per barrel, and Brent crude at $65.52 per barrel. Gold prices rebounded, with spot gold up 0.86% to $3229.21 per ounce [1] Industry Insights - Baode Computer System Co., a leading provider of computing products in China, is set to be acquired by Huibo Yuntong through a share issuance and cash payment for 67.91% of Baode's shares. Baode is a top player in the information technology infrastructure sector, focusing on advanced computing infrastructure products and integrated solutions [3] - Huawei launched its first personal computers using the Harmony operating system, marking a significant breakthrough for domestic operating systems in the PC sector. The new products include the Huawei MateBook Fold and Huawei MateBook Pro, aimed at enriching the Harmony ecosystem [4] - Nvidia's CEO announced the development of the advanced physics engine Newton in collaboration with DeepMind and Disney Research, which will be open-sourced in July. This engine supports GPU acceleration and is being integrated into Nvidia's ISAAC simulator, highlighting the growing market opportunities in AI-driven infrastructure [6]

每经记者｜杨建 每经编辑｜肖芮冬 ｜2025年5月20日 星期二｜ NO.1 鸿蒙电脑正式发布，国产操作系统在个人电脑领域实现重要突破 5月19日，首次应用鸿蒙操作系统的个人电脑在成都正式发布，这标志着国产操作系统在个人电脑领域 实现重要突破。发布会上，华为连发两款鸿蒙电脑，包括首款鸿蒙折叠电脑华为MateBook Fold非凡大 师与华为MateBook Pro。另外，华为还面向企业级市场发布鸿蒙电脑华为擎云HM940。华为擎云 HM940搭载系统级AI助手"小艺"，支持文案生成等；华为自研的云隼架构，保障强度的同时，轻至 970g薄至13.5mm，搭配OLED原色屏及企业级解决方案。 NO.2 外汇局：4月下旬外资投资境内股票转为净买入 国家统计局新闻发言人付凌晖5月19日在国新办发布会上说，高技术产业和新兴服务业发展向好。4月 份，规模以上高技术制造业增加值增长10%，快于全部规模以上工业3.9个百分点。1-3月份，规模以上 战略性新兴服务业企业营业收入同比增长8.3%，保持较快增长。智能化、绿色化转型加快，4月份智能 无人飞行器制造业增加值增长74.2%，新能源汽车产量增长38.9%。人工智能大模型、 ...