证券日报网讯 12月2日，纳思达在互动平台回答投资者提问时表示，奔图与华为鸿蒙系统 （HarmonyOS）战略合作签约仪式于今年6月在东莞成功举办。作为首家进行鸿蒙系统适配开发工作， 也是首家获得华为适配认证证书的第三方打印机企业，奔图对鸿蒙系统的全面适配，印证了国产操作系 统正实现从内核到应用层的全面自主可控。目前，奔图已经与统信UOS、麒麟OS等10余款国产操作系 统及20余款国产办公软件完成深度适配，在国产操作系统的技术适配上处于行业领先位置。 （文章来源：证券日报） ...

Core Viewpoint - The company Nasta (002180.SZ) has established a strategic partnership with Huawei's HarmonyOS, marking a significant step in the adaptation of domestic operating systems in the printing industry [1] Group 1: Partnership and Collaboration - Nasta's subsidiary, Bentu, successfully held a signing ceremony for the strategic cooperation with Huawei's HarmonyOS in June this year in Dongguan [1] - Bentu is the first third-party printer company to conduct adaptation development for the HarmonyOS and has received Huawei's adaptation certification [1] Group 2: Industry Position and Technological Adaptation - The comprehensive adaptation of Bentu to the HarmonyOS demonstrates the progress of domestic operating systems achieving full autonomy from the kernel to the application layer [1] - Currently, Bentu has completed deep adaptation with over 10 domestic operating systems, including Tongxin UOS and Kirin OS, as well as more than 20 domestic office software applications, positioning itself as a leader in the industry for technological adaptation [1]

统信软件相关负责人认为，此次生态适配破千万，为我国操作系统产业带来三个重要价值： 在生态建设方面，实现了从"基础办公"到"全场景覆盖"的跨越。目前统信UOS已覆盖政务、金融、 能源、交通、教育等关键领域，涵盖办公学习、研发设计、生产运维等多种应用场景，为用户提供全面 的应用支撑。 近日，统信软件技术有限公司宣布，统信UOS生态适配数量突破1000万。 在技术创新方面，迈出了从"功能完善"到"智能引领"的关键一步。统信UOS在完善基础功能的同 时，正加快推进AI技术与操作系统的深度融合，为下一代智能操作系统的发展奠定基础。 该负责人表示，公司将持续加强平台能力建设，在智能化升级、安全体系完善、开源社区共建和开 发者生态培育等重点领域发力，与产业伙伴在更广泛的应用场景中共享发展机遇，为网络强国和数字中 国建设作出更大贡献。未来，统信软件将继续坚持自主可控、开源开放的技术路线，深化与全球开源社 区的协作，加快推进人工智能等新兴技术与操作系统的融合创新，推动我国操作系统产业实现更高质量 发展。 在市场拓展方面，形成了从"政策驱动"到"市场与政策双轮驱动"的格局。随着生态日趋完善，越来 越多的用户基于产品体验和业务需求 ...

Core Viewpoint - The article discusses the importance of foundational software in China's new industrialization process and highlights the financial support provided by the government to enhance the development of this sector by 2027 [3][4][17]. Group 1: Current Status of Foundational Software - Foundational software, including operating systems, databases, and middleware, is crucial for the information technology industry and is emphasized in the government's financial support policies [4][5]. - The market share of domestic desktop operating systems remains low, with Windows holding 72.9% and OSX 15.2% globally, while Linux-based domestic systems face challenges in hardware compatibility and software ecosystem [6]. - In mobile operating systems, Huawei's HarmonyOS has increased its market share from 8% in Q1 2023 to 17% in Q1 2024, surpassing iOS and marking a significant milestone for domestic systems [7][8]. Group 2: Database Market Dynamics - The Chinese database market is projected to grow from approximately 596.16 billion yuan in 2024 to 837.42 billion yuan by 2027, with a compound annual growth rate of 11.99% [10]. - The penetration rate of domestic databases in government sectors is nearing 85%, while industries like energy and manufacturing are gradually accelerating their shift towards domestic solutions [11][13]. Group 3: Middleware Market Overview - The middleware market in China is expected to reach 116.9 billion yuan in 2024, growing by 14.0% year-on-year, driven by advancements in AI and cloud computing [14]. Group 4: Investment and Financing Trends - Since 2025, there have been 20 financing cases in the foundational software sector, totaling over 4 billion yuan, indicating increased investment interest [15][16]. - The government's financial support policies are expected to facilitate easier access to long-term financing for foundational software companies, particularly in core technology areas [17][18]. Group 5: Future Outlook - The release of the financial support guidelines is anticipated to inject strong momentum into the foundational software industry, enabling companies to achieve significant growth and innovation [17][19]. - The emphasis on self-sufficiency in foundational software is not only a national security requirement but also a necessary step for sustainable industrial development, presenting new market opportunities [19].

Core Insights - Beijing Economic-Technological Development Area (Beijing E-Town) has shown impressive economic performance in the first half of 2025, with GDP growth of 12.3% and industrial output surpassing 340 billion yuan, reflecting a strong focus on technological innovation and high-quality development [1][2] Economic Performance - The industrial output value reached 347.87 billion yuan, with a year-on-year growth of 15.6%, significantly outpacing the city's average growth rate of 9.8% [2] - The contribution of industrial added value to the city's economy is approximately 37.7% [2] - Key sectors such as integrated circuits, new energy vehicles, and next-generation information technology are driving this growth [2] Investment and R&D - Fixed asset investment increased by 3.6%, with industrial investment accounting for about three-quarters of the total [4] - R&D expenditures for large and medium-sized enterprises grew by 25.3%, exceeding the city's average growth of 21.2% [4][5] - The establishment of the Beijing Rocket Street, a commercial aerospace research and production base, is expected to enhance the region's innovation capabilities [4] Emerging Industries - New industries and future sectors are rapidly expanding, with significant achievements reported, such as Xiaomi's cumulative delivery of over 300,000 vehicles and the mass production of BOE's sixth-generation semiconductor display devices [2] - The new generation information technology industry achieved an output value of 95.18 billion yuan, growing by 23.6% [2] Service Sector Growth - The productive service industry is experiencing robust growth, with information services generating revenue of 57.39 billion yuan, a year-on-year increase of 23.8% [6] - Financial services also showed strong performance, with net income growth of 31.4% [6] Policy and Ecosystem Development - Beijing E-Town is actively constructing an industrial ecosystem by attracting over 140 biopharmaceutical companies and implementing supportive policies for innovation and talent development [3][7] - The area has introduced various policy measures to enhance enterprise support and foster a modern industrial cluster [7]

Core Insights - The event highlighted the urgent need for domestic operating systems to replace foreign dependencies due to ongoing international technology blockades [2] - The launch of the Chengmai Xinchuang server based on the Longxin 3C6000 processor marks a significant step in enhancing China's information technology autonomy [1][4] - Chengmai Technology aims to deepen collaboration with Longxin Zhongke to drive innovation in high-performance Xinchuang products [4] Industry Developments - The domestic Xinchuang industry has made significant progress in key technology areas, establishing a complete ecosystem covering hardware, software, and information security [2] - Chengmai Technology has developed a full-chain product system that includes operating system development, Xinchuang complete machines, and industry solutions [2] - The integration of Longxin 3A6000 processor with Tongxin UOS system has resulted in a fully independent Chengmai Xinchuang computer, offering rapid boot times and high stability [2] Product Innovations - The newly launched Chengmai Xinchuang server supports 24/7 stable operation and is compatible with various domestic operating systems, enhancing its utility for complex tasks like AI model training [4] - The Chengmai P1 desktop and N1 laptop showcase breakthroughs in user-friendly Xinchuang terminals, achieving a 10-second boot time and significantly improved office efficiency compared to Intel i7 platforms [4] - The introduction of the "Hanlian" ecosystem adaptation system allows seamless compatibility with Windows applications, addressing challenges in migrating legacy business systems [4] Future Directions - Chengmai Technology plans to continue optimizing the "operating system + chip" collaborative model to accelerate the application of cutting-edge technologies in various sectors [3] - The company is committed to increasing investment in technological innovation and product development to support the national Xinchuang strategy [4] - The strategic collaboration with Longxin Zhongke is expected to deepen, focusing on core computing power and autonomous ecosystems to lead the innovation of high-performance Xinchuang products [4]

RISC-V Chip Investment Value Overview - The key feature of RISC-V chips is their open-source nature, allowing any enterprise or institution to use and develop RISC-V-based chips without paying licensing fees [1] - In March 2025, Alibaba plans to release the world's first RISC-V server-level CPU core, C930, which is expected to replace some imported high-end chips [1] - The Ministry of Industry and Information Technology and eight other departments are likely to jointly issue the "National RISC-V Chip Development Guidance," elevating RISC-V to a national strategic level [2] - Despite the support from domestic operating systems like Huawei's HarmonyOS and Tongxin UOS, the support for RISC-V from Windows and Android remains inadequate [3] - The launch of the XuanTie C930 marks a significant step for China in the server-level RISC-V chip sector, although there is still a gap compared to Nvidia and Intel [3] - RISC-V concept stocks are experiencing short-term speculation due to favorable policies, with a focus on core stocks such as Chipone, Allwinner Technology, and GigaDevice [3] Pharmaceutical Industry Performance Forecast - The pharmaceutical sector is facing multiple adverse factors in 2024, leading to overall performance pressure, primarily due to a sluggish investment environment, the end of high-margin large order execution cycles, and changes in the policy environment [2] - However, the industry has already reflected external challenges and adjustments, with expectations for a rebound in overall performance in 2025 based on a low base [2] Enterprise Storage Demand - The global capital expenditure of the four major CSPs (Meta, Amazon, Google, Microsoft) reached $69.7 billion in Q4 2024, marking a 66% year-on-year increase and a 23% quarter-on-quarter increase [6] - Alibaba plans to invest at historically high levels over the next three years, focusing on cloud computing and AI infrastructure, with an average capital expenditure expected to exceed 108.2 billion yuan [6] - The AI flash memory market in China is projected to reach 25.673 billion yuan, 36.142 billion yuan, and 49.993 billion yuan from 2025 to 2027, with global market sizes of 73.35 billion yuan, 97.68 billion yuan, and 128.19 billion yuan respectively [6] - The domestic SSD market is expected to see incremental demand exceeding 10 billion yuan, providing rapid growth opportunities for domestic module manufacturers, especially in the context of domestic computing power replacement [6] Tourism Industry Recovery and Future Trends - Domestic tourist spending reached 5.75 trillion yuan, a year-on-year increase of 17.1%, surpassing the historical high of 5.73 trillion yuan in 2019 [8] - The trend of combining digitalization with interpersonal relationships is changing travel methods and driving innovation in tourism products and services [9] - Travelers are increasingly utilizing AI to create personalized travel plans, seeking transformative travel experiences [10] - The emphasis on personalized itineraries and unique travel experiences is becoming a key driver for market growth in the tourism sector [12]