华为常务董事、终端BG董事长余承东日前做客央视财经《对话》栏目时透露，过去一年华为手机发货 量高达2.4亿至2.5亿台，最低月发货量也在2000多万台，高峰时甚至达到每月3000多万台。 【深圳商报讯】（记者 陈姝） 8月29日，又一家华为智能生活馆将在深圳福田星河COCO Park开幕。这 家新店外观犹如巨大的礼物盒子，店内五大场景与沉浸式场景化体验设计为用户提供科技智能体验新空 间。用一部手机以鸿蒙生态互联，全新小艺充当智慧助手，与鸿蒙智行开启智游体验，这是用科技助力 智慧生活的最好写照。华为正通过一系列互联智能产品，为消费者带来智慧的创新体验，用人、车、家 全场景互联场景，展现智慧生活新可能。 成立于1987年的华为，在2024年全球销售收入已达到8621亿元人民币，其中，终端业务实现销售收入 3390.06亿元，同比增长38.3%；智能汽车解决方案业务实现销售收入263.53亿元，同比增长474.4%。 起步于2003年的华为终端业务从低端市场向全球高端市场进军，扛过了6年多的制裁重回市场顶端。8月 18日，市场研究机构IDC发布最新报告显示，2025年第二季度，华为以1250万台的出货量重夺国内手机 ...

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].

Market Overview - The Shanghai Composite Index reached a peak of 3700 points, the highest since December 2021, with the Shenzhen Component and ChiNext also hitting new yearly highs, indicating a significant market rally [1] - The total trading volume of the two markets exceeded 2 trillion yuan, marking a return to this level after 114 trading days [1] - The financial technology sector experienced substantial gains, driven by improved investor sentiment and favorable national policies [1] Financial Technology Sector - The financial technology ETF (516860) rose over 2%, with trading volume surpassing 100 million yuan, reflecting strong market interest [1] - The sector includes internet brokerages, financial IT, and payment clearing, with key companies such as Dongfang Caifu, Tonghuashun, and Hengsheng Electronics benefiting from increased market activity [1] - The correlation between business growth in the financial technology sector and market trading activity is notably positive [1] Digital Currency and AI Innovations - The digital currency sector is gaining strategic importance at the national level, with opportunities for the internationalization of the renminbi [2] - The focus on technological innovation remains a growth driver, with particular attention on AI applications, Huawei's ecosystem, and financial technology [2] - The number of new A-share accounts opened in July reached 1.96 million, a year-on-year increase of 71%, indicating a robust market environment [2] Investment Opportunities - The upcoming Huawei Connect Conference is expected to create investment opportunities in the Huawei ecosystem, with historical data suggesting potential excess returns around such events [2] - The financial technology sector is viewed as a leading indicator of market trends, with a significant increase in daily trading volume and investor risk appetite [2] - The financial technology ETF comprises 57 constituent stocks, focusing on the electronic and non-bank financial sectors, with top holdings reflecting a strong dual focus on finance and technology [3]

克雷西 发自 凹非寺 量子位 | 公众号 QbitAI 就在这几天，华为宣布 搭载HarmonyOS 5的终端数量突破千万 。 众多开发者纷纷在社媒平台送上祝贺，鸿蒙操作系统5成功经过规模化市场检验，迎来新的起点。 站在这个新起点的华为，攻势不仅没有放缓，反而愈战愈猛—— 一个名为 「鸿蒙应用开发者激励计划2025」 的活动已经官宣上线，上亿元补贴开路，单个开发者累计奖金上限能到600万…… 这是对去年鸿蒙应用开发激励的延续，更是对于鸿蒙操作系统的深层自信，随着鸿蒙终端在消费者市场的规模和认可度， 一个全新的飞轮正 在形成： 鸿蒙终端数量越多，应用生态需求越大，应用生态越丰富，鸿蒙终端销量又会翻番增长…… 是的，这也是华为进一步加码鸿蒙应用开发者激励计划的关键原因，这是一个杠杆，可以加速整个飞轮。 而且，鸿蒙生于AI时代，从一开始就为万物互联而来，开发者开发不是简单换生态造轮子，而是面向未来、面向AI、面向多终端，率先实现移 动互联网开发向AI时代开发的转型。 在这次「鸿蒙应用开发者激励计划2025」的说明中，华为还专门提供了"快速上架指引"，包含开发提效、快速测试、高效上架、高效运营模 块，帮助开发者具备全 ...

微信鸿蒙版 App 7 月 28 日在华为应用市场（App Gallery）开启 1.0.9.16（1050896）版本邀 测 升 级 （ 需 收 到 短 信 通 知 后 点 击 链 接 跳 转 安 装 ， 未 收 到 短 信 需 继 续 等 待 ） ， 测 试 时 间 为 2025/7/28 - 2025/8/27。 IT之家附版本新特性如下： 2、支持更换朋友圈封面 3、支持设置朋友圈可见时间范围 4、朋友圈长图支持上下滑动查看 5、发送表情时支持搜索表情 6、视频支持静音播放 7、系统桌面支持长按微信使用扫一扫和收付款 8、一些已知问题的修复 1、「我」界面支持查看朋友圈相册 微信鸿蒙版 App 于今年 1 月正式登陆华为鸿蒙应用市场（App Gallery），已支持基础通讯、社 交、微信支付、公众号、小程序、视频号、直播等主要功能。目前，微信鸿蒙版的旗舰机型生物 识别也已全量推送，全面支持面容 / 指纹识别支付。 微信鸿蒙版的安装量已超 1000 万次。同时微信支付正式接入鸿蒙 5 收银台。使用搭载鸿蒙操作 系统 5 设备的用户，在购买数字商品（如会员订阅、游戏道具、电子书等）时，可选用微信支付 进行 ...

Core Insights - HarmonyOS has achieved a significant milestone with over 10 million devices running HarmonyOS 5 as of July 30, 2025, indicating a robust user base and commercial potential for the ecosystem [1][3][5] - The unique ecological strategy of HarmonyOS, which emphasizes "one development, multi-end deployment," has facilitated rapid adaptation of applications, contributing to its swift growth [5][6] Group 1 - HarmonyOS 5 marks a breakthrough as China's first fully self-developed operating system, showcasing significant progress in the operating system domain [5] - The ecosystem has seen a rapid transformation, with over 40 Huawei terminal products now equipped with HarmonyOS 5, reflecting the system's growing adoption [5] - Huawei regained the top position in the domestic smartphone market with an 18.1% share in Q2 2025, attributed to the enhanced user experience provided by HarmonyOS 5 [5] Group 2 - Analysts suggest that the HarmonyOS ecosystem is entering an ascending phase, transitioning from initial growth to a more mature state, which could lead to richer application scenarios and deeper technological exploration [6] - The integration of HarmonyOS across various devices, including computers, enhances cross-device collaboration, breaking down barriers and allowing seamless data flow [5]

Group 1 - Huawei recently launched the HUAWEI MatePad Pro 12.2-inch, which is fully equipped with HarmonyOS 5, marking a significant advancement in tablet productivity towards desktop-level professional drawing and creative applications [2] - Wankey Technology's Wankey MindMap is the first professional mind mapping software deeply adapted to the HarmonyOS tablet, showcasing its core features that enhance user efficiency in daily learning and work [2] - The Wankey MindMap HarmonyOS version validates the capability of HarmonyOS tablets to support complex professional applications and establishes a new paradigm for cross-end collaboration within the Harmony ecosystem [2] Group 2 - Wankey Technology has accelerated its layout in the Harmony ecosystem, with products like Wankey MiaoYing, Wankey MindMap, and Wankey Diagram already adapted to the Harmony system [3] - A comprehensive cooperation agreement was signed between Wankey Technology and Huawei Terminal Co., aiming to jointly build the HarmonyOS ecosystem [3] - Wankey Technology has launched the Wankey Tianmu multimedia model 2.0 and is actively recruiting for the 2026 class, offering competitive salaries to attract top talent [3]

Group 1 - The U.S. has announced an artificial intelligence action plan aimed at maintaining its leadership over China in the AI sector, with a call for collaborative development rather than competition [1] - Intel is implementing a layoff plan affecting approximately 15% of its workforce, reducing the total number of employees to around 75,000 by the end of the year [2] - TikTok's revenue reached $23 billion in 2024, marking a 42.8% year-on-year increase, and it has become the fourth largest social media app globally [2] Group 2 - Tesla's humanoid robot, Optimus, is set to take on a new role as a food delivery assistant at a supercharging restaurant in Los Angeles [3] - Neuralink aims to implant chips in 20,000 individuals annually by 2031, targeting annual revenue of at least $1 billion [4] - SpaceX is actively seeking solutions to address the recent interruption of its Starlink internet service [4] Group 3 - WeChat Pay has officially integrated with the HarmonyOS 5 cash register system, enhancing payment convenience for users of HarmonyOS 5 devices [6] - Shanghai plans to issue demonstration operation licenses for intelligent connected vehicles during the 2025 World Artificial Intelligence Conference [6] - Meituan held a conference addressing concerns in the food delivery industry, highlighting issues such as price wars and declining order values [7] Group 4 - Mitsubishi Motors has completely exited the Chinese market by terminating its joint venture and engine business operations in the country [7]

Core Points - WeChat Pay has officially integrated with HarmonyOS 5's cash register feature, enhancing payment convenience for Huawei smartphone users [1] - This integration allows consumers using devices with HarmonyOS 5 to select WeChat Pay as a payment option when purchasing digital goods or services, such as subscriptions, game items, and e-books [1] - Users can easily bind WeChat Pay in the system settings or add it as a payment method during their first transaction, streamlining the payment process [1]

Group 1: Huawei Pura 80 Series Launch - Huawei Pura 80 digital version pre-sale started today, with official sales beginning on July 30, featuring HarmonyOS 5 [1] - The pricing for Pura 80 digital version includes 12GB+256GB at 4699 yuan, 12GB+512GB at 5199 yuan, and 12GB+1TB at 6199 yuan, with promotional prices starting at 4199 yuan [1] - The Pura 80 series boasts significant upgrades in imaging capabilities, including a 200% increase in real-time data processing and a 120% enhancement in AI color engine [1] Group 2: Market Position and Competition - First Capital Securities reports that the higher-end models of the Pura 80 series likely utilize domestic CIS chips, indicating that domestic high-end CIS performance is catching up to Sony's top products [2] - In the Chinese market, Huawei achieved a 18.1% market share in Q2 2025, leading with 12.5 million units shipped, and maintained the top position in the first half of 2025 with 25.4 million units [2] Group 3: Overall Market Trends - The Chinese smartphone market is experiencing sales pressure, with Q2 2025 shipments at 68.96 million units, a 4% year-on-year decline, ending six consecutive quarters of growth [3] - IDC suggests that the "national subsidy" has limited impact on market demand, as manufacturers are controlling inventory levels and utilizing promotions to clear stock [3]