鸿蒙政务服务中心里能听懂、会回应的AI数字人"智能前台"。 12月22日，深圳市罗湖区政务服务中心迎来一次智能化变革，全市首个基于鸿蒙系统的政务服务中心正 式启用。"智能前台"数字人实时答疑、"近场发现"实现无感取号、智慧填表自动填充信息……由鸿蒙驱 动的政务服务提升办事效率，让市民感受到技术带来的全新"丝滑"办事体验。 秒级响应 市民平均排队时间缩短80% "本来看到咨询台要排队，想着问问旁边的数字人，没想到一两分钟就把流程、材料都说清楚了。"刚办 完保障房业务的李女士，对大厅里的AI数字人"智能前台"赞不绝口。 走进罗湖区政务服务中心二楼，一系列智能化场景让人眼前一亮。首先映入眼帘的是能听懂、会回应的 AI数字人"智能前台"，它依托5.2万余条政务数据构建的知识图谱，具备自然语音交互能力，面对市民 高频办事疑问，能实现"秒级响应"，将咨询等待时间从以往平均10分钟以上压缩至即时应答。更省心的 是鸿蒙专属的"近场发现"服务，市民携带鸿蒙手机在进入政务服务中心周边范围内，无需下载任何 App，即可通过鸿蒙元服务能力在手机完成政务服务预约取号，排队信息实时同步至鸿蒙叫号屏，实现 从进门到等候的全流程无缝体验，这 ...

Core Viewpoint - The article emphasizes the emergence of "Yuan Service" as a solution for developers to enhance their commercial performance in a saturated mobile internet market, focusing on lightweight and scenario-based service distribution to address user needs and operational challenges [5][10][12]. Group 1: Current State of Mobile Applications and Distribution Market - The mobile internet is entering a phase of stock competition, with user growth slowing and customer acquisition costs rising significantly, with a 109% increase in mainstream channel costs over three years [7][31]. - By mid-2025, the internet penetration rate in China is projected to reach 79.7%, but the growth rate has dropped to around 2%, indicating a ceiling on traffic growth [7][31]. - The number of applications on Android and iOS systems reached 4.83 million and 3.26 million respectively by mid-2025, with growth rates of 2.43% and 6.52% [7][34]. Group 2: Challenges and Opportunities for Developers - Developers face the challenge of increasing customer acquisition costs while needing to focus on refined operations to capture existing user value [5][31]. - User engagement in segmented scenarios is rising, indicating a shift towards more precise service delivery based on user needs [8][37]. - The explosive growth of AI applications, with a 32.7% year-on-year increase in average monthly usage time, presents new opportunities for developers to leverage lightweight AI experiences [8][38]. Group 3: Yuan Service and Its Value Proposition - Yuan Service provides a comprehensive empowerment process for developers, covering development, user acquisition, retention, and monetization through a lightweight and scenario-based service distribution model [10][46]. - The service aims to enhance development efficiency by allowing developers to deploy across multiple platforms with reduced costs and increased exposure through various entry points [11][49]. - Yuan Service integrates AI capabilities and distributed technology to create a seamless user experience across devices, enhancing service value and user engagement [12][14]. Group 4: Practical Applications and Trends of Yuan Service - Yuan Service is being implemented in various sectors, such as finance and logistics, to improve user experience by providing real-time information and reducing the complexity of service access [76][81]. - The service is expected to continue expanding, creating a growth flywheel through increased capability density and scenario depth as more developers join the ecosystem [82].

伴随移动互联网逐渐步入存量竞争时代，流量增长放缓与获客成本高企的双重压力，成为制约开发者提升商业化表现的重要瓶颈。对于身处白热化市场竞 争的开发者而言，如何实现用户的精细化运营、破解增长难题，成为亟待解决的命题。在此背景下，鸿蒙元服务应运而生，基于AI能力，以智慧服务分 发模式，实现轻量化、场景化的服务触达，为开发者提供从开发、拉新、留存到变现的全流程赋能。 一、移动互联网迈向存量竞争，挑战与机遇并存 CNNIC数据显示，2025年上半年我国互联网普及率已达79.7%，但同比增速下探至2%左右，手机网民规模增速则跌至不足2%，流量增长天花板显现。获 客成本同步飙升：3年间主流渠道投流成本累积增幅达109%。 供需两端来看，供给端，2025年上半年安卓与ios系统应用数量分别达483万和326万，同比增长2.43%、6.52%，在服务场景日益丰富的同时，也意味着竞 争日趋白热化，海量应用争抢有限注意力，中长尾开发者曝光空间被挤压；需求端，月人均单日使用时长增速远超使用次数，用户注意力向高频入口集 中，如何在用户有限的注意力中获得更具质量的曝光和转化，已经成为众多开发者提升商业表现绕不开的命题。 与此同时，用户侧 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights the rapid growth of lightweight applications driven by market, user, and technological factors, indicating a shift towards a more efficient and user-friendly application ecosystem [3][5] - The emergence of the "meta-service" as a representative of lightweight applications addresses developer pain points and enhances the application development and operation process [3][4] - The lightweight application ecosystem is expected to continue expanding, with significant user engagement and market potential [4][44] Summary by Sections 01 Multiple Factors Driving Application Evolution - The evolution of mobile application services has transitioned from simple WAP web applications to complex native applications, and now to a dual ecosystem of super apps and lightweight applications [9][10] - The core logic of this evolution focuses on efficiently meeting user needs, with future applications expected to be more diverse and adaptable to various scenarios [9][10] 02 Developer Perspective on Lightweight Application Solutions - Developers face challenges in both revenue generation and cost reduction, necessitating a shift towards lightweight applications to lower user experience barriers and enhance user retention [61][62] - The report outlines a comprehensive distribution matrix for meta-services, integrating various traffic sources to provide developers with efficient user acquisition channels [67][68] 03 User Perspective on Lightweight Application Experience - Nearly 90% of users favor lightweight applications, primarily due to their simplicity, efficiency, and minimal resource consumption [23][25] - User feedback indicates a strong willingness to adopt lightweight applications, driven by the desire for a clean and efficient experience [23][24] 04 Future Trends in the Lightweight Application Ecosystem - The report anticipates significant growth in the lightweight application sector, with the number of such applications expected to exceed 8 million by 2025 [40][44] - The synergy between traditional applications and lightweight applications is emphasized, suggesting a collaborative approach to enhance user experience and service delivery [50][51]

Group 1 - JD Express officially announced its integration with HarmonyOS Meta Service, becoming the first express company to embrace this unique service form within the HarmonyOS ecosystem [1] - The collaboration aims to leverage the core advantages of HarmonyOS Meta Service, such as no installation, instant access, and cross-device flow, to enhance the express service experience for HarmonyOS users [1][7] - JD Express has already established a foundation for cooperation with HarmonyOS, being one of the first to integrate express application services and deploy the HarmonyOS quick access feature [7] Group 2 - HarmonyOS Meta Service is a lightweight program that offers features like instant opening and no installation, providing diverse service options for Huawei users [7] - The integration of JD Express into the HarmonyOS ecosystem enhances the service landscape, with over 30,000 HarmonyOS applications and Meta Services being updated and developed by June 2025 [8] - Future collaboration will explore the integration of AI models with logistics scenarios, enhancing smart logistics services through voice interaction with HarmonyOS AI assistant [8]

Core Insights - The article discusses the transformation of AI from a passive tool to an active partner in complex task execution, enhancing user experience and operational efficiency [4][5][7] - It highlights the emergence of AI-native services, particularly Huawei's HarmonyOS "meta services," which provide lightweight, on-demand solutions that cater to user needs without replacing traditional apps [5][9] Group 1: AI Transformation - AI agents have shifted from being passive responders to proactive executors of complex tasks, significantly improving productivity (66%), cost savings (57%), decision-making speed (55%), and customer experience (54%) for businesses [4] - The transition represents a fundamental redefinition of human-machine relationships, where AI understands user intent through multimodal inputs and provides timely services [4][8] Group 2: HarmonyOS Meta Services - HarmonyOS meta services, with over 30,000 applications, are designed to respond precisely to user needs, enhancing the user experience by eliminating multiple steps in service access [5][9] - The services utilize an intent framework that allows for proactive service delivery, transforming the interaction from "users finding services" to "services finding users" [8][9] Group 3: Developer Empowerment - Huawei's ASCF (Atomic Service Cross Framework) facilitates efficient development and deployment of meta services, allowing developers to reuse existing assets and achieve multi-device distribution [12][20] - The introduction of HarmonyOS payment services streamlines transactions for developers, offering features like fund distribution and marketing support, which are particularly beneficial for high-frequency trading sectors [13][14] Group 4: Ecosystem Expansion - The rapid growth of HarmonyOS meta services, driven by AI capabilities, has led to a significant increase in developer engagement, with over 800,000 developers and 17 million HarmonyOS devices [19][21] - The services are expanding globally, with international developers joining the ecosystem, enhancing user experience across various regions [21][23]

Core Viewpoint - The article discusses the evolution of Huawei's HarmonyOS and its new service distribution capabilities, emphasizing how it enhances user experience by proactively providing services based on user habits and location [1][3][5]. Group 1: Service Distribution Capabilities - HarmonyOS introduces a service distribution model that allows users to receive relevant services without actively searching for them, transforming the user experience [2][6]. - The system can recognize user habits and push service cards at appropriate times, such as suggesting coffee when arriving at the office [6][7]. - The "exploration" service flow will cover various scenarios, providing personalized and immersive experiences while reducing the development costs for service providers [7][9]. Group 2: Developer Engagement - Huawei has launched a growth platform for developers, offering tools like API and SKU integration to facilitate the adoption of HarmonyOS services [9][12]. - The ArkUI framework allows developers to create services easily, even without prior experience, and supports multi-device deployment [12][14]. - Existing applications can be adapted for HarmonyOS using the ASCF framework, enabling faster integration into the ecosystem [13][14]. Group 3: Market Adoption and Success Stories - Notable partners like Nayuki Tea and Dongfang Wealth have successfully integrated into the HarmonyOS ecosystem, leading to significant increases in user engagement and service usage [10][11]. - Nayuki Tea implemented a "tap to order" feature, enhancing the ordering process and achieving record daily order volumes [10]. - Dongfang Wealth developed a service card that increased daily active users tenfold by providing real-time stock market information without requiring app downloads [10]. Group 4: Future Opportunities - The article highlights the current momentum of HarmonyOS as it aligns with the AI era, presenting a unique opportunity for early adopters to benefit from the ecosystem [15][16]. - Huawei is incentivizing both users and developers through various promotional activities and fee reimbursement policies to encourage participation in the HarmonyOS ecosystem [15].