据了解，2023年10月内测时，鸿蒙版微信仅支持基础聊天、朋友圈和支付等基础功能，经过上百个版本 的快速迭代，目前，鸿蒙版微信已能轻松应对日常社交、办公、支付等核心场景，无论是和亲友共享实 时位置，还是在朋友圈分享生活，抑或按图片翻译外文内容、通过公众号听全文文章、向企业微信联系 人发起工作通话等，都不在话下。 日前，华为Mate 80系列正式定档11月25日，即将一同发布的还有华为新款折叠屏手机Mate X7，两款新 机或将搭载鸿蒙操作系统6及全新的麒麟芯片。 值得一提的是，作为一个正在快速发展中的操作系统，鸿蒙操作系统6的应用生态发展情况如何，一直 备受市场、用户广泛关注，毕竟这直接关乎用户使用体验。 证券时报记者亲自体验发现，如今鸿蒙6上的日常应用，已完全能满足人们日常使用需求，且基于鸿蒙 自身核心的技术创新能力，不少应用在鸿蒙系统有了独特便捷创新体验。 以人们普遍离不开的微信为例，目前鸿蒙版微信核心功能模块已齐备，且与安卓操作系统相比新增了诸 多创新体验。 除鸿蒙版微信外，小红书、微博、京东、夸克等诸多鸿蒙版应用都正持续加速迭代并日渐成熟，且普遍 打造了一些鸿蒙独有的创新体验。如小红书与花瓣地图联动， ...

Core Insights - The HarmonyOS 6.0 global launch event highlighted the rapid growth of the HarmonyOS ecosystem, with over 23 million devices running HarmonyOS 5 within just one year, marking the fastest development in the history of smart terminal operating systems [1][10] - HarmonyOS 6 signifies a transition from basic adaptation to a phase of deep co-construction and joint innovation, with a focus on becoming a launchpad for innovative features [3][5] - The platform's evolution is supported by significant updates from major applications, enhancing user experience and functionality [5][9] Group 1: Ecosystem Growth - HarmonyOS 5 achieved a remarkable milestone with over 23 million terminal devices in just one year, showcasing unprecedented growth in the smart terminal operating system sector [1][10] - The ecosystem is supported by more than 800 million developers, indicating a strong collaborative effort in its development [1] Group 2: Technological Advancements - HarmonyOS 6 introduces a new intelligent framework, with over 80 intelligent applications launched, shifting user interaction from traditional app touch to natural language interaction [3] - Major applications like WeChat, Alipay, and Meituan have significantly improved their functionalities and user experiences on HarmonyOS 6, indicating a trend towards continuous improvement [5] Group 3: Developer Engagement - Huawei is actively investing over 6 billion yuan annually to incentivize developer innovation, alongside launching the "Harmony Tian Gong Plan" with an additional 1 billion yuan to support AI ecosystem innovation [9] - The company acknowledges the crucial role of developers in building the HarmonyOS foundation, celebrating their contributions through various initiatives [7][9]

Group 1: Market Overview - The A-share market experienced fluctuations on October 16, with the Shanghai Composite Index rising by 0.1%, while the Shenzhen Component fell by 0.25%, and the ChiNext Index increased by 0.38% [1] - The coal sector saw significant gains, with major stocks like Daya Energy achieving a five-day consecutive rise [1] - The storage chip concept remained active, while sectors such as robotics, photolithography, rare earth permanent magnets, and controllable nuclear fusion faced declines [1] Group 2: Hongmeng Concept Stocks - Hongmeng concept stocks surged in the late trading session, with Changshan Beiming hitting the daily limit, and other stocks like Tuwei Information and Huiwei Intelligent rising over 5% [1] - By July 2025, the number of Hongmeng terminal devices is expected to exceed 10 million, with a notable acceleration in growth, reaching 20 million devices in just two months [1] - As of October 15, 2025, the installation numbers for Hongmeng versions of WeChat and Douyin surpassed 20.83 million and 20.34 million, respectively [1] Group 3: Solid-State Battery Breakthroughs - Chinese scientists have successfully overcome key challenges in all-solid-state lithium batteries, potentially doubling the range from 500 kilometers to over 1000 kilometers [2] - Toyota announced a partnership with Sumitomo Metal Mining to produce all-solid-state batteries, aiming for mass production between 2027 and 2028 [2] - The global solid-state battery shipment is projected to reach 642.6 GWh by 2030, with a compound annual growth rate of 133% from 2024 to 2030 [2] Group 4: Financing and Stock Performance - Solid-state battery concept stocks have seen significant price increases this year, with companies like Shanghai Washba and Xian Dao Intelligent reporting over 100% growth [3] - Notable financing activities include 162 institutional surveys for Rongbai Technology and 72 for Dosheng Technology, indicating strong interest in solid-state battery materials [3][4] - Major solid-state battery concept stocks, including CATL and BYD, have received substantial net financing, exceeding 1 billion yuan each [4][5]

Core Insights - The latest version of HarmonyOS WeChat has been officially launched, upgrading from version 1.0 to 8.0, with significant new features and improvements [1] Group 1: New Features - The new version supports real-time location sharing, enhancing travel convenience for users by allowing friends to view each other's dynamic locations on a map [7] - Users can now send and receive QQ email directly within HarmonyOS WeChat, improving office efficiency [9] - The update includes a long-press translation feature for foreign language images in Moments, breaking language barriers [9] Group 2: User Experience Enhancements - The ability to highlight and share excerpts from public account articles has been added, allowing users to share interesting snippets easily [9] - A "listen to the full text" feature for public account articles has been introduced, enabling users to listen while commuting [9] - Additional optimizations include an improved account unblocking process, password recovery support, and multi-language settings [11] Group 3: Growth and Development - The installation of HarmonyOS WeChat has surpassed 20 million and continues to grow rapidly [1] - Since the internal testing began in October 2024, the app has released 12 major versions and 109 minor versions, averaging a new version every 2.29 working days [11] - Future updates are planned to further enhance user experience, making social interactions more intelligent and convenient [11]

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].

Core Insights - HarmonyOS 5 has surpassed 10 million device installations, marking a significant milestone in establishing a new operating system ecosystem that breaks the dominance of iOS and Android [4][6][9] - The achievement reflects a shift towards a self-sustaining ecosystem where developers are motivated to invest and users have compelling reasons to choose HarmonyOS [3][6][29] Group 1: Milestone Achievement - The announcement of over 10 million installations of HarmonyOS 5 is a critical turning point, indicating the system's entry into a positive feedback loop of ecosystem development [4][6][9] - This milestone is supported by the collaboration of 8 million developers and a vast user base, showcasing the resilience and growth of the Harmony ecosystem [4][9][15] Group 2: Technical and Development Challenges - Transitioning to HarmonyOS 5 involves significant technical challenges, including the need for developers to adapt applications to a completely new architecture, which includes a self-developed kernel and file system [9][10][12] - The development process has required substantial investment, with hundreds of billions allocated over six years and a workforce of over 10,000 annually [12][19] Group 3: Ecosystem Building - HarmonyOS aims to create a robust ecosystem by addressing the "chicken or egg" dilemma of user and developer engagement, leveraging its growing device base to attract developers [17][29] - The strategy includes providing extensive support and resources for developers, such as migration tools and financial incentives, to facilitate the adaptation of popular applications like WeChat and Taobao [18][21][24] Group 4: Market Position and Future Outlook - With the recent success, HarmonyOS is positioned to challenge the existing operating system market dominated by foreign tech giants, aiming to establish a unique identity in the era of interconnected devices [13][26][28] - The growth of HarmonyOS is expected to continue, with plans for further integration across various device types, enhancing user experience and expanding its market presence [15][26][29]

Core Viewpoint - Huawei's HarmonyOS ecosystem is expected to reach parity with Android and iOS ecosystems by the end of this year [1] Group 1 - HarmonyOS is designed for multi-device deployment, allowing for high efficiency once migration is successfully completed [1] - The WeChat version on HarmonyOS has been completely rewritten with a new architecture, promising higher efficiency in future developments [1]

Core Viewpoint - Huawei's HarmonyOS ecosystem is expected to reach parity with Android and iOS ecosystems by the end of this year [1] Group 1: HarmonyOS Development - Huawei's Executive Director and Head of Terminal BG, Yu Chengdong, discussed the development of HarmonyOS in a recent interview [1] - The transition to HarmonyOS is described as initially challenging but ultimately highly efficient once successful [1] - The HarmonyOS version of WeChat has been completely rewritten with a new architecture, promising higher efficiency in future developments [1]

Core Viewpoint - The emergence of the HarmonyOS version of WeChat has significantly improved user experience compared to the Android and iOS versions, highlighting the previous neglect by the WeChat team in optimizing the app for these platforms [1][4][12]. Group 1: WeChat's Historical Performance - WeChat has been criticized for its poor performance over the past decade, particularly on Android and iOS, where users experienced slow loading times and limited functionality [4][5]. - The WeChat team has been perceived as complacent, focusing on advertising revenue rather than improving user experience, leading to a stagnant app performance [4][12]. Group 2: HarmonyOS Version Advantages - The HarmonyOS version of WeChat has achieved 9 million installations, showcasing its popularity and effectiveness [4]. - It offers significantly faster image loading times, with the ability to open a 50MB photo in under one second, compared to 8 seconds on Android [4][8]. - The HarmonyOS version can utilize the native camera features, allowing for high-quality photo capture and editing directly within the app, which was previously not possible on other platforms [5][7]. Group 3: Enhanced Notification and Functionality - The HarmonyOS version has resolved issues with message notifications, allowing for instant message delivery and reducing delays that were common on other platforms [6][12]. - Basic functionalities such as fingerprint payment and changing WeChat IDs have been streamlined, making them more accessible compared to the lengthy processes on Android and iOS [7][12]. Group 4: Additional Features and System Integration - The HarmonyOS version includes advanced features such as a system-level sharing panel, enabling quicker sharing of images directly from the gallery to WeChat [10]. - It supports seamless integration across devices, allowing users to access WeChat on phones, tablets, and computers without the need for additional file transfer methods [11]. Group 5: Industry Implications - The success of the HarmonyOS version of WeChat raises questions about the previous performance of the app on other platforms, suggesting that many apps may underperform due to lack of effort rather than technical limitations [12][13]. - The positive reception of the HarmonyOS version indicates a shift in user expectations, where users are now more likely to demand better performance and features from all versions of WeChat [14].

Core Insights - The HarmonyOS version of WeChat has surpassed 7 million installations [1] Group 1 - The latest update of HarmonyOS WeChat is version 1.0.8.35 [1] - The installation figure of over 7 million indicates strong user adoption [1]