Core Insights - Huawei officially launched the new HarmonyOS 6, enhancing user experience across five dimensions: aesthetics, usability, intelligence, security, and smoothness, with over 90 device models available for the upgrade [1][3] Group 1: HarmonyOS 6 Features - The HarmonyOS 6 upgrade includes significant improvements in the "tap" payment feature of the Alipay app, achieving a 30% increase in smoothness [1][6] - New features in the HarmonyOS version of Alipay include video rewards and in-app fingerprint unlocking, enhancing user convenience [3][6] Group 2: Alipay Financial Services - The updated Alipay now offers a comprehensive wealth management service, including products like Yu'ebao, stable investments, gold, index funds, and equity funds, catering to various investor types [3][5] - Gold investment options include bank-stored gold and gold ETF funds, with a minimum investment of 1 gram and 1 yuan respectively, allowing for flexible trading and conversion to physical gold [3][5] Group 3: Collaboration and User Experience - Since the partnership announcement in December 2023, Huawei and Alipay have closely collaborated to enhance user experience, achieving significant breakthroughs in payment efficiency and service innovation [5][6] - The integration of voice interaction capabilities in the Alipay app allows users to complete medical consultations and appointments through voice commands, expanding the service scenarios within the Harmony ecosystem [6]

Core Insights - Huawei officially launched the new HarmonyOS 6, enhancing user experience across five dimensions: aesthetics, usability, intelligence, security, and smoothness, with upgrades available for over 90 device models [1] Group 1: HarmonyOS 6 Features - The HarmonyOS 6 introduces a fully upgraded version of the Harmony version of Alipay, enhancing the wealth management services that users have been requesting [1] - New features include a 30% improvement in the "tap" payment function's smoothness, video rewards for watching content, and in-app fingerprint unlocking for easier access [2][4] Group 2: Alipay Integration - Since the partnership announcement in December 2023, the development of the Harmony version of Alipay has been closely coordinated, resulting in significant breakthroughs in payment efficiency and service innovation [4] - The "tap" payment function's efficiency has improved by 30%, and users can now unlock payment features on Harmony devices with innovative options like "lock screen tap" and "screen off tap" [4] Group 3: Wealth Management Services - The Harmony version of Alipay has expanded its wealth management offerings, including products like bank-stored gold and gold ETF funds, with flexible investment options starting from 1 gram and 1 yuan respectively [1] - The "Index+" service provides a range of stable index enhancement products from multiple institutions, catering to diverse long-term investment needs [1]

Core Viewpoint - The Huawei nova 14 series smartphones, equipped with HarmonyOS 5, enhance travel experiences by providing real-time service updates through the "Live Window" feature, allowing users to access important information without frequently opening applications [1][10]. Group 1: Travel Information Management - The HarmonyOS version of the High-speed Rail Manager and Flight Travel Companion apps support the Live Window, enabling users to check train departure and arrival times, platform numbers, and flight details effortlessly before their journeys [1]. - Users can view real-time updates on their travel itineraries, making the travel experience more organized and less stressful [1]. Group 2: Food Delivery and Local Cuisine - Upon arrival at their destination, users can order local delicacies through HarmonyOS versions of Meituan or JD, tracking delivery status in real-time via the Live Window [4]. - The Live Window feature allows users to monitor the progress of their food orders, enhancing convenience during their stay [4]. Group 3: Navigation and Transportation - Users can utilize HarmonyOS versions of Baidu Maps and Gaode Maps for sightseeing, with the Live Window displaying route information and navigation prompts without needing to open the app [6]. - The feature also provides real-time updates on ride-hailing orders, including vehicle details and estimated arrival times, ensuring a worry-free travel experience [6]. Group 4: Fitness and Health Tracking - The HarmonyOS version of Keep acts as a personal fitness coach, displaying key workout metrics such as duration, distance, and steps through the Live Window, allowing users to monitor their fitness without unlocking their phones [8]. - This feature supports users in maintaining their health routines while traveling [8]. Group 5: Future Developments and Additional Features - The Huawei nova 14 series and other HarmonyOS 5 devices will see an increase in applications supporting the Live Window, enhancing user experience with timely service notifications [10]. - Additional features include a parking Live Window in Alipay, providing users with real-time parking information and payment options, and a ticketing feature in Damai that shows countdowns for ticket sales [10].

Core Viewpoint - The expansion of the HarmonyOS ecosystem is gaining unstoppable momentum, with significant advancements in application development and cross-device integration, positioning it as a strong competitor in the global operating system market [1][4]. Vertical Application Ecosystem Explosion - HarmonyOS has surpassed expectations with over 20,000 native applications launched within a year, addressing user concerns about application scarcity and achieving a 99% satisfaction rate in daily usage [6][16]. - The system aims to provide unique value to developers and users, moving beyond being a mere alternative to iOS or Android, with a focus on integrating AI capabilities for enhanced user experiences [7][17]. - The AI assistant "Xiao Yi" offers advanced interaction capabilities, allowing users to engage with third-party applications in ways not available on iOS or Android [8][9]. Horizontal Multi-Domain Layout - Huawei plans to have all new devices, including smartphones, tablets, and wearables, ship with HarmonyOS by 2025, indicating a strategic shift towards a unified operating system across its product lines [11][12]. - The introduction of a "new form factor" smartphone designed specifically for HarmonyOS is anticipated to enhance user experience significantly, particularly in large-screen devices [13]. - HarmonyOS is also expanding into other device categories, such as headphones and smartwatches, with features that enhance user interaction and connectivity [14]. Transition from Quantitative to Qualitative Change - The ecosystem is evolving from a focus on quantity to quality, creating a complete "application-device-scenario" closed-loop that enhances user experience and attracts more developers [16][17]. - The goal for 2025 includes reaching 100,000 applications, with a focus on essential but low-frequency applications in sectors like government and enterprise [18]. - The ongoing evolution of HarmonyOS is driven by innovation and transformation, positioning it as a key player in the interconnected world of smart devices [18].