Core Insights - Huawei officially launched HarmonyOS 6, emphasizing cross-ecosystem connectivity and data transfer capabilities without the need for data flow, enabling seamless interaction between devices [1][5]. Group 1: Product Features - HarmonyOS 6 supports file and video sharing between mobile phones and computers through a "one-touch transfer" feature, enhancing cross-device collaboration [5]. - The operating system has improved performance by 15% across various device categories and extended battery life by over 35 minutes, making frequent operations like app launching and page switching smoother [5]. - The voice assistant "Xiao Yi" now supports 16 dialects and offers advanced features such as deep research, one-sentence photo editing, and assistance for visually impaired users, integrating with over 80 HarmonyOS applications for natural language processing tasks [5]. Group 2: Security and Privacy - HarmonyOS 6 has strengthened its security framework, achieving full-chain protection from the system kernel to the application ecosystem, with 99% of HarmonyOS applications expected to support its innovative security access mechanism by September 2025 [5]. - The system has intercepted over 24 billion unreasonable permission requests and introduced new features for AI fraud prevention, anti-peeping, and encrypted sharing to enhance privacy protection [5]. Group 3: Market Performance - The number of HarmonyOS 5 terminal devices has surpassed 23 million, marking it as the fastest-growing operating system in the history of smart terminals [3].

Core Viewpoint - HarmonyOS has evolved into a symbiotic experiment across the entire industry chain, marking a significant transition from being merely usable to being genuinely useful, as it integrates deeply into daily habits and experiences [2][6]. Growth and Adoption - As of September 29, the number of HarmonyOS 5 terminals has surpassed 20 million, indicating rapid growth [3]. - The time taken to reach 10 million terminals was nearly 10 months, while the subsequent doubling to 20 million occurred in just 2 months, showcasing an accelerating growth curve [4]. Ecosystem Development - The growth of HarmonyOS signifies a turning point in its ecosystem, moving from single-point adaptations to multi-party co-creation, emphasizing the importance of collaboration across the industry [6][12]. - Over 30,000 applications and services are now available in the HarmonyOS app store, with more than 9,000 applications deeply involved in over 70 system-level innovations [14][15]. User Experience and Feedback - Users have reported that HarmonyOS 5 proactively presents needed features, enhancing the overall user experience by integrating various functionalities into a cohesive system [11]. - The system's ability to connect different devices seamlessly improves daily activities, such as navigation and document sharing, thereby increasing user efficiency [8][10]. Developer Engagement - Developers view HarmonyOS as a platform for innovation, where they can test new features and engage with a growing user base, fostering a cycle of feedback and optimization [18][24]. - The ecosystem encourages developers to create unique experiences rather than simply replicating existing functionalities from other operating systems [18]. Network Effects - The growth of HarmonyOS is characterized by network effects, where the value of the ecosystem increases exponentially with each new user and interaction [20][22]. - As the number of terminals exceeds 20 million, HarmonyOS is at a critical point where user feedback, partner contributions, and developer innovations interact synergistically [22][25]. Future Outlook - The future growth of HarmonyOS will rely on the interactions within the ecosystem rather than solely on any single manufacturer, highlighting the importance of collective contributions from users and partners [25].

Core Insights - Huawei's HarmonyOS 5 has surpassed 20 million terminal devices, showcasing rapid growth in user adoption and ecosystem expansion [1][6][10] - The transition from 10 million to 20 million devices occurred in just two months, indicating a significant acceleration in user acquisition [1][6] - HarmonyOS is expected to expand beyond smartphones and tablets to various sectors, including automotive, healthcare, and aerospace, with a potential scale of billions of devices [3][4] Ecosystem Acceleration - 2025 is identified as a pivotal year for HarmonyOS 5, marking the transition from initial breakthroughs to large-scale expansion [4] - The launch of multiple devices, including the Huawei Pura X and nova 14 series, has enriched the HarmonyOS 5 ecosystem, with over 40 products now utilizing the system [4][6] - The ecosystem has seen a surge in applications, with over 9,000 HarmonyOS applications participating in system-level innovations, and more than 30,000 applications and services in development [6][7] Differentiated User Experience - HarmonyOS 5 focuses on innovative, scenario-based experiences to retain users and create a unique competitive advantage [8][10] - The system enhances everyday activities, such as dining and travel planning, by streamlining processes and integrating AI for smarter decision-making [9][10] - The rapid iteration of HarmonyOS applications has led to improved user experiences, exemplified by the HarmonyOS version of popular apps like WeChat and Douyin [7][10]

Core Points - Huawei launched new products including the Mate XTs foldable phone, Mate TV with HarmonyOS 5.1, and MatePad Mini [1][4] - The Mate XTs features a 10.2-inch 3K display, advanced hinge system, and various communication capabilities [1][3] - The Kirin 9020 processor in Mate XTs enhances performance by 36% and offers the fastest communication speeds [3][5] Product Details - The Mate XTs is the first foldable phone to come pre-installed with HarmonyOS 5.1, supporting various PC applications for enhanced productivity [4][5] - The camera system includes a 4000MP ultra-wide lens and a 1200MP periscope lens, with AI video noise reduction capabilities [5] - The battery capacity remains at 5600mAh, but the battery life has improved by 1 hour, with fast charging options available [5] Pricing and Market Performance - The starting price for Mate XTs is 17,999 yuan, which is 2,000 yuan lower than the previous model [5] - The first-generation Mate XT has nearly 500,000 units shipped, potentially generating over 10 billion yuan in sales [5][12] - Huawei's new Mate TV features significant performance improvements over its predecessor, with a starting price of 8,999 yuan [8][10] Market Position - In the tablet market, Huawei holds a 28% share, leading with a 24% year-on-year growth [12]

Core Viewpoint - The article emphasizes that Huawei's Mate XTs represents a significant evolution in the foldable smartphone market, moving beyond mere optimization of existing mobile devices to redefine the essence of hardware and productivity, positioning itself as a "pocket PC" [2][3][32]. Group 1: New Imagination of Foldable Screens - The foldable smartphone market is currently characterized by intense competition focused on lightweight designs and minimal creases, but Huawei aims to fundamentally change the user experience by introducing a new category of devices [2][5]. - Huawei's Mate XTs features a 10.2-inch screen that challenges the limitations of traditional smartphones, effectively creating a "pocket PC" concept [6][10]. - HarmonyOS 5 supports PC-level applications, allowing for a true desktop experience on a mobile device, which is a significant advancement over existing operating systems [8][10]. Group 2: From Tool to Value - Huawei's strategy combines rational and emotional elements to enhance user experience, focusing on both productivity and creative freedom [18][24]. - The integration of AI, represented by the intelligent assistant "Xiao Yi," enhances productivity by providing real-time assistance and insights during tasks, thus transforming the user experience [19][22]. - The introduction of the M-Pen 3 stylus further enriches the user experience by enabling seamless interaction with applications, enhancing the overall productivity of the device [15][24]. Group 3: Defining the Future - Huawei's approach in the foldable screen market is characterized by a return to the fundamental value of user needs, focusing on hardware and software integration to create a unique user experience [26][28]. - The company has established a significant market presence, achieving a 75% market share in China's foldable smartphone segment by mid-2025, with a total shipment exceeding 10 million units [30]. - The combination of innovative hardware and a robust software ecosystem positions Huawei as a leader in defining the future of foldable devices, creating a self-reinforcing strategic cycle that enhances its market dominance [30][28]. Conclusion - The launch of Huawei's Mate XTs marks a pivotal moment in the evolution of foldable smartphones, challenging traditional boundaries and redefining mobile productivity [32][34]. - The device exemplifies the future of personal computing, merging the portability of smartphones with the immersive experience of tablets and the productivity of PCs [34].

Core Insights - The company is enhancing user experience by integrating its electric vehicle app with HarmonyOS 5, allowing for smarter and more convenient vehicle control [1][5][7] - The app has undergone over 35 iterations since its launch in June 2024, providing features such as vehicle management, remote control, and real-time status monitoring [5][7] - The adaptation of the app for HarmonyOS smartwatches enables users to control their vehicles hands-free, addressing the challenge of using mobile devices while riding [5][7] Group 1 - The company aims to provide a more convenient and intelligent riding experience, moving beyond basic functionalities [1][3] - The HarmonyOS version of the app supports features like one-click login, desktop service cards, and voice control, simplifying the user experience [5][7] - The smartwatch integration allows users to manage their vehicles efficiently, including operations like switching the vehicle on/off and checking battery status [5][7] Group 2 - The deep integration of the app with HarmonyOS 5 addresses practical commuting needs and enhances the overall smart travel ecosystem [7] - The company is focused on creating a seamless "hardware + software" integration to promote smart travel across various scenarios [7]

Group 1 - The focus on the information technology self-controllable sector is highlighted by the active performance of the Xinchuang ETF fund (562030), which saw a price increase of over 1.7% in early trading before fluctuating near the surface and currently down by 0.52% [1] - The performance of constituent stocks is mixed, with Zhuoyi Information down over 6%, and Qilin Xinan and Fanwei Network down more than 4%, while Tianrongxin is up over 7% and Haiguang Information up more than 2% [1] Group 2 - The launch of the new generation of domestic commercial desktop and server operating systems, Galaxy Qilin V11, at the 2025 China Operating System Industry Conference, significantly enhances user experience, security, and ecosystem richness [3] - Huawei's launch of two HarmonyOS computers marks a significant breakthrough in the domestic operating system for personal computers, with over 12 million terminals equipped with HarmonyOS 5 [3] - The domestic operating system is transitioning from "usable" to "user-friendly," aided by advancements in AI and the growth of open-source software and communities [3] Group 3 - The Xinchuang industry is progressing steadily according to the "2+8+N" rhythm, shifting from policy-driven to a dual drive of policy and market, with significant growth expected in the market size by 2026 [4] - The market growth rates are projected to reach 17.84% and 26.82% in 2025 and 2026 respectively, with the market size expected to exceed 2.6 trillion yuan by 2026 [4] Group 4 - The Xinchuang ETF fund and its linked funds track the CSI Xinchuang Index, covering core segments of the Xinchuang industry chain, which includes hardware, software, application software, information security, and external devices, characterized by high growth and elasticity [6] - Four key investment logic points are emphasized: international geopolitical disturbances necessitating self-control, increased local debt efforts supporting government procurement, breakthroughs in technology by domestic manufacturers, and the critical timing for Xinchuang advancement [7]

Group 1 - Huawei is opening a new smart living store in Shenzhen, showcasing immersive experiences and smart technology integration through its HarmonyOS ecosystem [1] - In 2024, Huawei's global sales revenue reached 862.1 billion RMB, with terminal business revenue at 339.0 billion RMB, a year-on-year increase of 38.3%, and smart automotive solutions revenue at 26.4 billion RMB, a year-on-year increase of 474.4% [1] - Huawei regained the top position in the domestic smartphone market with a shipment of 12.5 million units in Q2 2025, despite a slight decline in overall smartphone shipments [1] Group 2 - Huawei's mobile phone shipments reached 240 to 250 million units in the past year, with a minimum monthly shipment of over 20 million units and peaks exceeding 30 million units [2] - The company has established partnerships with various automakers to create the "Four Realms" brand, focusing on enhancing vehicle quality without manufacturing cars itself [2] - As of August 25, the cumulative delivery of HarmonyOS-powered vehicles exceeded 900,000, maintaining the highest average transaction price among Chinese automotive brands for 14 consecutive months [2] Group 3 - Huawei's technological innovations, particularly the continuous improvement of the HarmonyOS ecosystem, have contributed to its regained leadership in the smartphone market and strong position in the automotive sector [3] - The number of devices running HarmonyOS 5 surpassed 12 million within a month of its release, indicating rapid ecosystem growth [3] - Over 5,000 mainstream applications are now available on the HarmonyOS platform, covering 99.9% of user engagement time [3]

Core Insights - The HarmonyOS version of "Today Campus" is the first SaaS platform in higher education to achieve deep adaptation to HarmonyOS 5, enhancing the digital experience for over 10 million students and teachers [1][3]. Group 1: Key Breakthroughs - The platform has achieved two major breakthroughs: system-level deep adaptation that overcomes performance bottlenecks in multi-device collaboration, and scenario-based innovation utilizing Harmony's distributed capabilities for seamless transitions across devices [3]. - Features include near-field service push, automatic call identification, quick photo location for attendance, and enhanced security measures for daily transactions and identity verification [3][4]. Group 2: Future Upgrades - Future upgrades will focus on video conferencing innovations and the application of AI intent recognition in various scenarios, including broader near-field service recommendations and integration with school management [4]. - Continuous iteration will aim to optimize functionality, performance, and data security, positioning the platform as a leader in educational digital transformation [5].

Core Viewpoint - The launch of HarmonyOS 5, achieving over 10 million device installations, marks a significant milestone in establishing a new operating system ecosystem that can challenge the dominance of iOS and Android [3][4][10]. Group 1: Milestone Achievement - The achievement of 10 million installations signifies a new phase for HarmonyOS, indicating a shift from concept validation to a fully operational ecosystem [7][35]. - HarmonyOS 5's success is attributed to the support of 8 million developers and a growing user base, which has helped it overcome initial challenges [4][10]. - The milestone is seen as a turning point in the competition for technological sovereignty in the operating system market, traditionally dominated by foreign giants [32][35]. Group 2: Technical and Development Challenges - The transition to HarmonyOS 5 involves significant technical challenges, including the need for developers to adapt applications to a completely new system architecture [11][14]. - The development of HarmonyOS has required substantial investment, with over 1.3 billion lines of code and a commitment of thousands of personnel over several years [12][14]. - The ecosystem's growth is contingent upon resolving the "chicken or egg" dilemma of user base versus developer engagement, which HarmonyOS aims to address through strategic device launches [19][20]. Group 3: Ecosystem Development - HarmonyOS is designed to support a wide range of devices, from mobile to IoT, positioning itself as a versatile platform for the interconnected future [15][30]. - The ecosystem is being built collaboratively with major Chinese tech companies, which are actively adapting their applications to HarmonyOS [24][26]. - The focus on supporting small and medium developers is crucial for fostering a diverse application ecosystem, with significant resources allocated to facilitate their integration [27][28]. Group 4: Future Prospects - The growth of HarmonyOS is expected to continue, with projections indicating a robust expansion of its application ecosystem and user base [31][35]. - The operating system's unique features, such as distributed technology and enhanced security, are anticipated to attract more users and developers [15][34]. - As HarmonyOS gains traction, it is poised to become a significant player in the global operating system landscape, potentially leading to increased international collaboration and market presence [26][32].