在操作系统生态的建设中，最珍贵的并非技术的从无到有，而是从"我"到"我们"的共识凝聚。11月24日，随着鸿蒙生态伙伴采访片《心路·新路》的正式发 布，一幅由中国科技力量共同绘就的生态图景徐徐展开。 短片中，WPS、支付宝、美团、高德地图等应用伙伴首次齐聚于象征"生态共同体"的环形空间。他们携带着各自在鸿蒙生态建设历程中具有特殊意义的物 件，当这些承载着奋斗记忆的物品最终拼合成完整的鸿蒙标识时，展现的不仅是一个操作系统的演进历程，更是中国数字产业在自主创新道路上的集体足 迹。 信仰与选择：旧物背后的时代担当 这些看似普通的物件，如实记录了生态从萌芽到繁茂的成长轨迹。京东团队带来的是一把磨损严重的车钥匙。这是他那辆在项目攻坚期因长期停放而意 外"全损"的汽车留下的唯一纪念。为了完成鸿蒙版的开发，京东团队在北上深三地开启了长达两个多月的封闭式冲锋。那是一段"睁眼就往公司赶，下班已 是半夜"的日子，这把钥匙见证了团队分秒必争的极限时刻。 高德地图团队在路测中损耗的数百个手机支架，则见证了导航体验从基础功能到精准服务的持续优化；快手团队珍藏的女儿画作《加油猫》，则让技术创新 的道路上多了一份温暖的陪伴。 当个体的"心路 ...

经济观察网 11月28日，由中央广播电视总台与广东省人民政府联合主办，深圳市人民政府、央视频、 总台广东总站共同承办的《鸿蒙星光盛典》，将在深圳龙岗大运体育中心隆重举行。盛典以"在一起， 就可以"为主题，映照了中国科技事业在全社会共同努力、各方协同奋进下取得的辉煌成就。鸿蒙作为 中国科技自主创新的重要成果，不只代表技术进展，更是一种深刻的战略确定。一个完全自主可控、技 术发展主导权牢牢掌握在自己手中的操作系统，代表了国产操作系统生态的突破性发展 ，也是中国科 技行业的一次集体冲锋。 ...

Core Insights - Huawei's Executive Director and Chairman of the Terminal BG, Yu Chengdong, expressed gratitude towards partners in the HarmonyOS ecosystem, emphasizing collective efforts in achieving what was once deemed impossible [1] - A recent CCTV news video praised HarmonyOS for pioneering a new path for Chinese technology, highlighting its evolution from challenges to a smooth user experience, and recognizing the contributions of numerous partners [1] Group 1 - Huawei acknowledges the importance of collaboration in building the HarmonyOS ecosystem, inviting more partners to join in the development of an interconnected world [1] - The CCTV report emphasizes the growth journey of HarmonyOS, showcasing the dedication and trust of its partners as key factors in its success [1] - The narrative of HarmonyOS is framed as a testament to China's technological self-reliance and resilience, marking a significant milestone in the country's tech landscape [1]

Market Overview - The A-share market experienced a significant adjustment with a "low open, low walk, and weak rebound" pattern, reflecting a phase of panic release due to external market declines and regulatory pressures [1] - The Shanghai Composite Index closed down 0.81%, reaching a low of 3926 points during the day, while the Shenzhen Component Index fell 0.92% and the ChiNext Index dropped 1.16% [2] - Total trading volume for the day was 1.93 trillion yuan, indicating an increase of 153 billion yuan compared to the previous day, suggesting that institutions are accelerating their risk-averse adjustments [1] Technical Analysis - The Shanghai Composite Index is approaching a strong support zone between 3930-3940, forming a "three consecutive declines + single-day volume drop" pattern, with market sentiment at a low point [3] - Despite the overall index weakness, several stocks in the AI application sector hit the daily limit, indicating that funds are still active and searching for more certain investment opportunities [3] Industry and Hotspot Capture - The market has shifted dramatically between "AI applications and Huawei technology breaking through against high-flying stocks and resource cycles collapsing," with AI applications emerging as the only sector with global mapping, event density, and low starting advantages [4] - The decline in lithium battery and coal sectors signifies the end of speculative trading patterns, with market sentiment reaching a low point often preceding a rebound [4] AI Applications - AI applications have seen a comprehensive explosion, with stocks like Xuan Ya International, Yuan Long Yatu, and Fu Shi Holdings hitting the daily limit, driven by factors such as Alibaba's "Qianwen" app public testing and Warren Buffett's investment in Google [5] - The shift in funding from hardware to application sectors indicates a new breakthrough in small-cap AI themes [5] Huawei Ecosystem - Stocks like Rongji Software, Geer Software, and Tongyi Co. have also seen significant gains, supported by news of strong demand for SMIC's production lines and Huawei's AI chip breakthroughs [6] - The Huawei supply chain is becoming a core carrier for domestic technology autonomy, backed by both policy and technological support [6] Forward Strategy - Caution is advised for high-flying stocks, as even if some commodity prices reach new highs, stock prices may have already priced in expectations, leading to potential uncertainties [7] - The current market adjustment is seen as a rational consolidation after a main upward trend, focusing on distinguishing between "true logic" and "false hotspots" [7] - Future institutional focus is expected to be on "countermeasures + risk aversion," with attention on sectors such as dividends, non-ferrous metals, banking, steel, agriculture, AI, gold, batteries, chips, robotics, and innovative pharmaceuticals [7]

Core Insights - The article discusses the significance of operating systems in both consumer technology and industry digitalization, highlighting the rise of open-source operating systems like openEuler and OpenAnolis in China [1][2] - openEuler has rapidly gained market share, reaching approximately 50% in China last year and is expected to exceed 55% this year, positioning itself as the largest and fastest-growing open-source OS community in the country [1][2] - The development of openEuler is part of a broader trend in China's IT industry, which is forming a complete IT infrastructure stack, although it still lags behind global leaders [2] Industry Developments - openEuler originated from Huawei's self-developed server OS, EulerOS, and was officially open-sourced in late 2019, transitioning to community governance under the OpenAtom Foundation [2] - The openEuler community has become one of the most active open-source OS communities globally, with over 2,100 member organizations and more than 23,000 developers contributing [3] - The community's global download count has surpassed 5.5 million, indicating strong engagement and growth [3] Future Directions - AI is identified as a key focus for openEuler in the next five years, with 22 out of 25 newly incubated open-source projects being AI-related [5] - The concept of "super nodes" is emerging as a new norm in AI infrastructure, necessitating significant changes in operating systems to support advanced computing needs [6] - openEuler has released the world's first operating system designed for super nodes, with a planned community launch on December 30, 2025 [6] Strategic Collaborations - Huawei is collaborating with the openEuler community to enhance the operating system's capabilities, including support for super nodes and key features like unified memory addressing and low-latency communication [7] - Major chip manufacturers, including Intel, Arm, and AMD, have joined the openEuler community as donors, indicating strong industry support [10] - The community aims to deepen cooperation with global open-source organizations in AI and data, enhancing its international presence and solutions [10][11] Globalization Efforts - The openEuler community emphasizes a systematic approach to globalization, aiming to establish a robust framework for international collaboration rather than competing in isolation [11] - The strategy includes focusing on regions like the "Belt and Road" initiative to enhance global outreach and partnerships [11]

Core Insights - The recent Hongmeng Conference in Longgang District focused on building the Hongmeng ecosystem, with the establishment of the "Open Source Hongmeng/RISC-V" Industry Alliance and the launch of an innovation competition [1][2] Group 1: Event Overview - The Shenzhen Industrial Software Park welcomed its first batch of 50 enterprises, marking a significant step in the development of the Hongmeng ecosystem [1] - The "Open Source Hongmeng/RISC-V Innovation Application Competition" was initiated with a prize pool of 800,000 yuan, aimed at stimulating ecological vitality [2] Group 2: Industry Development - Longgang is committed to creating a "Hongmeng Zone," focusing on the industrialization of Hongmeng and the integration of industries [1][2] - The district has gathered 110 enterprises related to the Hongmeng ecosystem, emphasizing a collaborative industrial ecology [2] Group 3: Infrastructure and Support - Longgang has planned two major industrial clusters, focusing on operating system technology and smart manufacturing, with the establishment of 11 "Hongmeng Parks" and 5 "Hongmeng Buildings" [3] - The Shenzhen Industrial Software Park spans 56,000 square meters, with a goal to attract over 100 enterprises by 2027, generating an annual revenue of no less than 2.5 billion yuan [3] Group 4: Future Investments - Longgang plans to invest over 10 billion yuan in the next three years for the procurement of Hongmeng-related products and technologies [4] - The district aims to serve as a testing ground and incubator for the open-source Hongmeng ecosystem, providing opportunities for trial and error [4]

格隆汇11月12日｜据深圳特区报，11月11日，罗湖鸿蒙生态大厦正式揭牌，支持鸿蒙生态发展的罗湖鸿 蒙"七条"政策同期发布，旨在以"真金白银+开放场景"助力鸿蒙产业集聚发展，这是记者从当日举办 的"鸿蒙启航·智汇罗湖"鸿蒙产业发展合作大会上获悉的。据介绍，罗湖鸿蒙"七条"政策聚焦企业"研发- 适配-场景-成长-人才-空间-资本"全生命周期需求，包括5年投入3亿元专项产业资金，补贴研发投入， 鼓励企业创新；奖励适配认证，推动技术攻关；扶持企业成长，助力扎根本地；为重点企业配置菁英人 才指标，护航人才服务；首批推出16万平方米低成本优质空间，优化载体供给；5年投入超10亿元基金 支持鸿蒙生态，赋能其长远发展。罗湖区发改局有关负责人表示，未来五年，罗湖区将投入10亿元，首 批打造10个标杆场景，助力鸿蒙技术"用起来、活起来"，为产业创新发展注入强劲动力。当日，诚迈科 技、亿封智芯、优佳智联等首批鸿蒙生态企业签约落户。 ...

J r u 作为全市重点规划布局鸿蒙生态集聚区，罗湖向全国鸿蒙生态伙伴发出"邀请函"，真金白银+开放场景，助力鸿蒙产业集聚发展。 11月11日，"鸿蒙启航·智汇罗湖"——罗湖区鸿蒙产业发展合作大会在罗湖鸿蒙生态大厦成功举办。大会发布了罗湖鸿蒙"七条"政策以及全域鸿蒙应用场景， 正式启用罗湖鸿蒙生态大厦，诚迈科技、江原科技等一批鸿蒙生态企业现场签约落户。 罗湖区副区长、市公安局罗湖分局局长张展宁出席活动并致辞，他表示，鸿蒙生态是国家战略科技力量的重要组成部分，也是罗湖聚焦发展软件与信息行业 的主攻方向，更是罗湖依托既有优势、推动产业转型升级的关键抓手。 r program P I esony 真金白银，政策礼包助力鸿蒙生态 政策扶持是本次大会的重头戏。罗湖区科技和工业信息化局副局长王绍文现场发布的罗湖鸿蒙"七条"政策，聚焦企业"研发-适配-场景-成长-人才-空间-资 本"全生命周期需求。 5年投入3亿元专项产业资金，补贴研发投入，鼓励企业创新；奖励适配认证，推动技术攻关；扶持企业成长，助力扎根罗湖；为重点企业配置菁英人才指 标，护航人才服务；首批推出16万平方米低成本优质空间，优化载体供给；5年投入超10亿元基 ...

Core Insights - The article emphasizes the transformative potential of the HarmonyOS ecosystem, highlighting its role in redefining industry boundaries and creating new opportunities across various high-potential sectors [2][3][4]. Group 1: HarmonyOS Ecosystem Development - The HarmonyOS ecosystem is currently experiencing significant growth, with over 23 million devices and more than 9 million developers contributing to its innovation [5]. - A report by EasyAnalysis identifies ten high-potential sectors within the HarmonyOS ecosystem, including social communication, financial payment, audio entertainment, and healthcare [5][6]. - Huawei's investment of 6 billion in the "Harmony Application Developer Incentive Plan 2025" aims to support developers throughout the commercialization process [6]. Group 2: Healthcare Sector - HarmonyOS is transforming the healthcare sector by enabling multi-device collaboration and real-time data sharing, moving from a "data recorder" to a "digital health partner" [9][10]. - The app "Daily Coffee" exemplifies this shift by allowing users to track caffeine intake and health metrics across devices, utilizing AI for personalized health recommendations [12][13]. - The distributed architecture of HarmonyOS reduces barriers for developers, enabling them to create sophisticated health applications without extensive technical resources [15][17]. Group 3: Travel and Tourism Sector - The Chinese tourism market is experiencing a resurgence, with domestic tourism expected to reach 5 billion trips in 2024, recovering to approximately 90% of pre-pandemic levels [20]. - The "Shilu" app, developed within the HarmonyOS ecosystem, addresses travel pain points by offering non-linear route planning and collaborative features for group travel [23][26]. - HarmonyOS enhances the travel experience by integrating user intent recognition and distributed collaboration, allowing for a more personalized and engaging journey [27][28]. Group 4: Audio Entertainment Sector - The audio entertainment industry is evolving, with music becoming a central part of daily life and emotional expression [30][32]. - The "Tangxin Music" app leverages HarmonyOS's distributed capabilities to create seamless music sharing and playback experiences across devices [32][34]. - HarmonyOS redefines music consumption by transforming it from a simple playback function to an immersive sound environment, enhancing user engagement [36]. Group 5: E-commerce Sector - The e-commerce landscape in China has shifted from traditional models to content-driven approaches, yet users face challenges with information overload [38][40]. - HarmonyOS integrates shopping experiences, allowing for seamless price comparison and product discovery across multiple platforms without switching apps [40][41]. - The system's capabilities enable developers to create innovative solutions that address previously overlooked consumer needs, fostering a new e-commerce logic [44][45]. Conclusion - The growth of the HarmonyOS ecosystem signifies a structural opportunity for investors and developers, as it facilitates innovation and collaboration across industries [47][48].

Core Insights - The boundaries of industries are being redefined by system ecosystems, with operating systems evolving from mere connection roles to becoming new industrial infrastructures, particularly in the context of AI [1] - The HarmonyOS ecosystem is currently in a development boom, with over 23 million devices and more than 9 million developers contributing to its growth, creating a vast space for innovation [2] - Huawei has invested 6 billion in the "Harmony Application Developer Incentive Program 2025" to support developers in the ecosystem, alongside an additional 1 billion for the "Tiangong Plan" focusing on AI innovation [3][5] Industry and Company Developments - The HarmonyOS ecosystem is forming ten high-potential tracks, including social communication, financial payment, audio entertainment, and healthcare, indicating a broad range of opportunities for innovation [2] - The healthcare sector is being transformed by HarmonyOS, which enables multi-device collaboration and real-time data sharing, positioning it as a "digital health partner" rather than just a data recorder [6][10] - The "Daily Coffee" app exemplifies how HarmonyOS empowers developers to create innovative health management tools that provide personalized insights based on user data [9][10] - In the tourism sector, the "Shilu" app leverages HarmonyOS to offer non-linear route planning, enhancing the travel experience by allowing users to dynamically adjust their itineraries [15][19][22] - The audio entertainment sector is seeing a shift with the "Tangxin Music" app, which utilizes HarmonyOS's distributed capabilities to enhance music sharing and playback experiences [23][26][30] - In e-commerce, HarmonyOS addresses user experience challenges by integrating shopping processes into a seamless system-level capability, allowing for smarter decision-making and efficient price comparisons [31][34][39] Developer Opportunities - The HarmonyOS framework lowers the barriers for individual developers, enabling them to focus on core logic and experience innovation without being hindered by technical complexities [13][14] - Developers can create innovative applications that address overlooked consumer needs, such as social plugins for price discussions or collaborative shopping lists, leveraging the system's capabilities [40][41]