Group 1 - The core profit growth in the first half of 2025 is primarily driven by two non-recurring income sources: a debt transfer gain of 17.94 million and a performance compensation of 72.84 million, with the latter accounting for 92% of net profit, leading to a year-on-year profit surge of 2262.83% [2] - Excluding these non-recurring gains, the company's core business reported a net loss of 13.40 million in the first half of 2025, raising concerns about the true operational status of the company despite the apparent financial performance [2] - In the software service sector, the company has established a dual-driven model of "education + HarmonyOS," integrating resources from various entities to create a comprehensive service system covering K12 to early education [2] Group 2 - The strategic value of the HarmonyOS ecosystem is highlighted by the successful implementation of the "In HarmonyOS" industry distribution version in sectors such as mining, transportation, and government, utilizing a unique "license + operation" business model that converts project-based income into sustainable revenue [4] - The company has invested 820 million in R&D over the past five years, resulting in the development of the "Zhaohan" series products based on Ascend AI, which synergize with HarmonyOS to promote "AI + industry" solutions in various applications [4] - Although the revenue share of the intelligent computing business decreased to 21.74% in the first half of 2025, the nature of long project cycles indicates that current revenue delays do not reflect a shrinking business, and the sector still holds long-term growth potential amid domestic substitution trends [4]

Core Viewpoint - The article highlights the rapid development and expansion of the OpenHarmony operating system, showcasing its growing ecosystem and the commitment of various stakeholders, particularly Huawei, to foster innovation and commercialization in the open-source domain [2][3][5]. Group 1: OpenHarmony Development - The OpenHarmony project has reached over 130 million lines of code with contributions from more than 8,600 developers, and over 1,100 software and hardware products have passed compatibility testing across various industries [2]. - The release of OpenHarmony 5.1 marks the continuous iteration of the operating system, with a total of 8 major versions released since its inception [2]. - The OpenAtom OpenHarmony project has successfully created numerous industry application cases and is focused on project cultivation, technological innovation, and ecosystem expansion [3]. Group 2: Ecosystem and Community Engagement - Shenzhen, as the birthplace of OpenHarmony, is actively promoting its development by establishing a talent cultivation system that integrates innovation centers, industrial parks, and enterprises [3]. - The establishment of the AI Model SIG and the Robotics PMC working group aims to accelerate the application of AI and robotics technologies within the OpenHarmony ecosystem [2]. Group 3: Commercialization and Future Plans - Deep Hong, a company involved in the OpenHarmony ecosystem, has launched the first open-source Harmony-based robot operating system, M-Robots OS, and plans to release a series of intelligent robots in the next three months [6]. - The Kaihong "1+1" security digital foundation 5.0 was introduced, combining KaihongOS with a super device management platform, and a five-year investment plan of 500 million yuan is set to support developers and foster innovation [8]. - The future support for X86 architecture in the KaihongOS desktop version signifies advancements in cross-platform capabilities for domestic operating systems [8].

Core Insights - The OpenHarmony project has made significant progress in the past four years, with over 130 million lines of code and more than 8,600 contributors, making it one of the fastest-growing open-source operating systems [1][2] - The release of OpenHarmony 5.1 marks the eighth major version since its inception, with over 1,100 open-source libraries developed to accelerate application and device development [1][2] - The Shenzhen government emphasizes the importance of talent cultivation for the growth of OpenHarmony, establishing a three-tiered training system to support developers [2][4] Group 1 - OpenHarmony aims to expand its global ecosystem and promote large-scale commercial applications across various industries [2] - The OpenAtom OpenHarmony Foundation has successfully created numerous industry application cases since its establishment in September 2020 [2][3] - The foundation plans to focus on project introduction, cultivation, technological innovation, and ecosystem expansion to provide diverse resources for developers [2] Group 2 - Companies can develop their commercial versions of OpenHarmony, with Huawei launching HarmonyOS 5 and other companies like Shenzhen Kaihong Digital Industry Development Co., Ltd. introducing their own systems [3] - The OpenHarmony project group includes various companies, indicating a collaborative ecosystem for development [3] - Shenzhen Kaihong announced the launch of the first open-source Harmony learning platform and a robot operating system, M-Robots OS, aimed at developers [4] Group 3 - Shenzhen Kaihong plans to invest 500 million yuan over the next five years to support developers through a comprehensive service system [4] - The recent launch of Huawei's Harmony computer signifies a breakthrough for domestic operating systems in the desktop sector [5] - Analysts predict that the accelerated development of the Harmony ecosystem will lead to rapid growth in domestic operating systems in the coming years [5]