自广州站、上海站、厦门站后，11月21日，HDD·HarmonyOS开放能力创新论坛济南站如期举办。论坛在山东省软件行业协会指导下，由华为技术有限公司 主办，以"HarmonyOS开放能力"为主题，围绕HarmonyOS开放能力的核心优势、鸿蒙行业创新解决方案、服务分发能力与元服务智能化分发、鲸鸿动能数字 营销、山东省本地鸿蒙应用创新案例等内容展开热烈分享和讨论，吸引来自山东省零售、餐饮、汽车、文化娱乐、互联网等行业50余家企业100多位应用开 发者参与。不仅深刻阐释了HarmonyOS开放能力的核心优势，更以实践视角印证了鸿蒙生态在齐鲁大地的核心价值与广泛影响力，为山东数字强省建设与 鸿蒙生态的深度融合注入新动能。 山东省软件行业协会副秘书长陈菲菲出席活动并致辞，她表示："鸿蒙操作系统所倡导的'万物互联、全场景智慧'的理念，将为信息社会带来巨大的变革。 其强大的跨平台能力，可以实现不同设备之间的无缝连接和协同工作，也为软件服务业带来更多的应用场景和商业模式，促进产业的创新升级。我们期待鸿 蒙应用在山东能够尽快百花齐放。" 华为山东产业发展与生态部部长表示："山东省已将鸿蒙生态纳入数字经济发展的核心规划，济南 ...

Core Insights - The HarmonyOS Connect Summit highlighted the achievements and latest developments of the HarmonyOS ecosystem, emphasizing the launch of new products and the upgraded "Harmony Smart Selection" model [1][2] - The ecosystem has seen significant growth, with over 3,100 partners, more than 8,100 SKUs, and a total of 740 million devices, generating a cumulative GMV of over 180 billion [2] - The newly upgraded "Whale Hong Momentum" service aims to provide a comprehensive marketing solution for partners, leveraging data science and intelligent technology [1][3] Group 1: Ecosystem Growth - The HarmonyOS ecosystem has expanded rapidly, with a notable increase in partner numbers and product offerings, leading to a doubling of sales during the 618 shopping festival, achieving a 36% year-on-year growth [2] - The "Harmony Smart Selection" model focuses on collaborating with capable partners to create high-quality products, enhancing consumer satisfaction [2] Group 2: Whale Hong Momentum - Whale Hong Momentum serves as a key marketing engine for the "Harmony Smart Selection" model, utilizing AI capabilities and a robust data science platform to drive brand growth [3][4] - The platform has generated over 1 billion quality exposure for partner brands, significantly increasing brand visibility and recognition [3] Group 3: Marketing Strategy - The upgraded "All-Domain Delivery Service" integrates various marketing capabilities, including market insights, creative production, media placement, and performance tracking [4][5][7] - The service utilizes data science to analyze user behavior and optimize marketing strategies, ensuring effective budget allocation and maximizing ROI [4][7] Group 4: Future Outlook - The continuous growth of the Harmony ecosystem and the deepening of the "Harmony Smart Selection" model will further enhance Whale Hong Momentum's investment in data science and AI technology [7] - The platform aims to explore new marketing paradigms in the era of intelligent connectivity, transforming the ecosystem's potential into tangible business success for brands [7]

Core Viewpoint - The article discusses the emergence of the "superlink era" driven by the integration of various digital devices and the development of the HarmonyOS ecosystem, emphasizing the need for businesses to adapt to this new paradigm for growth and user engagement [3][40]. Group 1: HarmonyOS Ecosystem Development - The HarmonyOS ecosystem has rapidly evolved since its inception in 2019, with over 1 billion devices connected and more than 8 million registered developers, covering the top 5000 applications and meeting 99.9% of user usage time [6]. - Huawei's "1+8+N" strategy aims to create a seamless smart experience across multiple devices, integrating smartphones, large screens, tablets, PCs, and other smart devices [5]. Group 2: Business Transformation in the Superlink Era - The shift to the superlink era will transform business models, requiring companies to utilize a unified platform for advertising and service distribution, enhancing collaboration and efficiency [7]. - The "Whale Hong Dynamics" initiative integrates advertising within the ecosystem rather than reinventing it, allowing for a more comprehensive user experience across various applications and devices [12][11]. Group 3: Advantages of Whale Hong Dynamics - Whale Hong Dynamics offers a more holistic user experience by enabling cross-device interactions, allowing brands to connect with users in diverse contexts [13]. - It provides complete value insights by linking a single account to all-scene data, enabling brands to track user behavior across multiple applications and devices [15][16]. - The initiative introduces innovative growth services, where interactive terminals can suggest relevant advertisements based on user behavior, enhancing user engagement [18][20]. Group 4: Developer Challenges and Solutions - Developers face challenges such as scarce traffic entry points and a lack of diversified monetization models, with only 28.7 apps opened monthly by average internet users [31]. - Whale Hong Dynamics addresses these issues by providing a unified advertising and monetization platform, optimizing algorithms to ensure stable and effective ad displays [35][44]. Group 5: Case Study - Tongcheng Travel - Tongcheng Travel collaborates with the HarmonyOS ecosystem to enhance user engagement through pre-installed applications and intelligent push notifications, resulting in a 30% increase in new customer conversion rates [28]. - The integration of AI capabilities allows for personalized user experiences, significantly improving conversion paths and overall user satisfaction [27][21].

Core Insights - The article discusses the evolution of the internet traffic ecosystem and the development trends of the HarmonyOS ecosystem, highlighting the challenges faced by the mobile internet and the transformative potential of HarmonyOS as a key player in the next-generation traffic ecosystem [5][7][19]. Internet Traffic Ecosystem - The mobile internet is experiencing a growth bottleneck, with a compound annual growth rate of only 0.08% in the number of independent devices over the past five years, indicating a saturation of the market and a decline in user dividends [7]. - The current traffic distribution model is limited by ecological fragmentation and technological bottlenecks, necessitating a shift towards a more integrated and efficient traffic ecosystem [10][11]. HarmonyOS Development Trends - HarmonyOS is positioned as a major builder of the next-generation traffic ecosystem, leveraging its distributed architecture to connect multiple devices and provide seamless user experiences across various scenarios [19][22]. - The ecosystem's core capabilities include full-scene coverage across multiple devices and AI-driven efficiency improvements, which enhance user experience and operational efficiency [25][30]. Advantages of HarmonyOS Ecosystem - HarmonyOS has become the third-largest mobile operating system globally, creating a competitive landscape alongside Android and iOS [28]. - The ecosystem serves as a core entry point for the Internet of Things (IoT), facilitating commercial monetization and forming a complete business loop [30]. - The system's lightweight application model and high-level security certifications enhance user trust and experience [34][37]. User Insights - The typical Huawei user is predominantly male, aged 25-45, with a high income and education level, primarily located in tier-one and new tier-one cities [60][62]. - Users exhibit a strong preference for Huawei's own applications, showing higher acceptance of online advertisements and a significant potential for consumption in categories such as automobiles, luxury goods, and 3C products [75][81][87]. Marketing Solutions - The "Whale Harmony Dynamics" platform integrates HarmonyOS resources to enhance marketing effectiveness across various industries, including automotive, luxury goods, and health [96][99][103]. - The platform utilizes AI and big data to create personalized marketing strategies, ensuring efficient customer engagement and conversion [103][105].

Core Insights - The article discusses the evolution of the internet traffic ecosystem and the development trends of the HarmonyOS ecosystem, highlighting the challenges faced by the mobile internet and the transformative potential of HarmonyOS in creating a new traffic ecosystem [1][5][7]. Internet Traffic Ecosystem - The mobile internet is experiencing a growth bottleneck, with a compound growth rate of only 0.08% in the number of independent devices over the past five years, indicating a saturation of the market and a decline in user dividends [7]. - The current traffic distribution model is limited by ecological fragmentation and technical bottlenecks, necessitating a shift towards a more integrated and efficient traffic ecosystem [10][11]. HarmonyOS Development Trends - HarmonyOS is positioned as a key player in the next-generation traffic ecosystem, leveraging its distributed architecture to facilitate seamless communication across multiple devices and enhance user experience [19][22]. - The ecosystem's core capabilities include full-scene coverage across multiple devices and AI-driven efficiency improvements, which are essential for creating a smart and interconnected user experience [25][30]. Advantages of HarmonyOS Ecosystem - HarmonyOS has emerged as the third-largest mobile operating system globally, providing a competitive alternative to Android and iOS, and is recognized for its unique technological advantages [28]. - The ecosystem's distributed architecture allows for the integration of various traffic sources, creating a comprehensive commercial monetization loop [30]. - HarmonyOS emphasizes security with the highest industry standards, enhancing user trust and experience [37]. User Insights - The user base of HarmonyOS primarily consists of young to middle-aged professionals, predominantly male, with a high level of education and income, indicating strong purchasing power and a preference for high-quality products [60][62]. - Users exhibit a high acceptance of online advertising, with nearly 70% open to it, and a significant portion likely to make purchases after viewing ads [75][76]. Marketing Solutions - The article outlines various marketing solutions tailored for different industries, including automotive, luxury goods, health, and food and beverage, leveraging the capabilities of the HarmonyOS ecosystem to enhance brand visibility and consumer engagement [95][99][103][105].

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The mobile internet is facing a growth bottleneck and user dividend decline, with the need for technological innovation and ecological restructuring to unlock flow value [5][14] - The HarmonyOS ecosystem is positioned as a key builder of the next-generation flow ecology, leveraging full-scene intelligent collaboration and data integration to drive value leaps [5][24] - The report highlights the six advantages of the Harmony ecosystem, including being the third-largest mobile operating system globally and forming a commercial monetization closed loop [34][51] Summary by Sections Internet Traffic Ecology and Harmony Ecosystem Development Trends - The mobile internet is experiencing a slowdown in growth, with the total effective usage time averaging around 161.28 billion hours per month, and the number of independent devices showing a compound growth rate of only 0.08% [16][18] - The fragmentation of traffic entry points and technological bottlenecks are hindering the release of flow value, necessitating a full-scene integration approach to overcome these challenges [20][22] - The Harmony ecosystem is continuously innovating, with its core capabilities being full-scene multi-terminal coverage and AI-enhanced service efficiency [34][39] Whale Hong Momentum Value Insights: Flow - Whale Hong Momentum's self-owned media matrix achieved a peak MAU of 373 million in 2024, with a flow growth rate of 5.9%, indicating strong user engagement and retention [80][81] - The user demographic is primarily high-net-worth individuals aged 25-45, with a significant portion residing in first- and new-first-tier cities [8][80] - The advertising acceptance rate among users is 71.8%, with a strong conversion intention post-advertisement, providing brands with a comprehensive marketing capability [8][80] Whale Hong Momentum Value Insights: User - The user base shows a significant preference for using proprietary apps, with a high acceptance of online advertisements, particularly in categories like luxury goods and automobiles [5][8] - The report emphasizes the need to fully explore the marketing value of time-segmented scenarios, as user activity peaks at different times throughout the day [89][90] Whale Hong Momentum Industry Solutions - The Whale Hong Momentum integrates various media resources to create a unified traffic entry point, addressing the inefficiencies of fragmented mobile internet traffic [76][77] - The report outlines the importance of breaking down ecological barriers and enhancing cross-platform user behavior tracking to improve flow utilization [77][80] - The AI-driven intent framework enables efficient integration and precise distribution of traffic across devices, enhancing the overall user experience [76][77]