Group 1 - The merger between Haiguang Information and Zhongke Shuguang has attracted significant market attention, with Haiguang Information planning to absorb Zhongke Shuguang through a stock swap and raise supporting funds [1] - Both companies' stocks were suspended from trading starting May 26, with a suspension period expected to not exceed 10 trading days [1] - The merger has led investors to seek alternative investment opportunities, particularly through the Xinchang ETF (159537), which tracks the Guozheng Xinchang Index, where Haiguang Information and Zhongke Shuguang together account for approximately 14% [1] Group 2 - The recent growth in the scale of the Xinchang ETF (159537) suggests that interested investors are positioning themselves ahead of the merger [1] - In response to the increased interest, Guotai Fund announced a suspension of large-scale subscriptions for the Xinchang ETF, limiting the subscription amount to 1,000 yuan [2][4] - The fund management company aims to protect the interests of existing fund shareholders by preventing short-term capital influx that could dilute returns [4] Group 3 - The Xinchang industry, focusing on information technology application innovation, aims to achieve domestic substitution in various fields, including hardware, cloud infrastructure, and information security [5] - The recent launch of Huawei's new HarmonyOS computers marks a significant breakthrough for domestic operating systems in the personal computer market, which has been dominated by Microsoft and Apple [5] - The increasing external uncertainties highlight the urgency for China to achieve technological self-sufficiency, accelerating the domestic substitution process in the Xinchang industry [5]

余承东介绍，通过"软件、硬件、端侧、云侧"深度整合，鸿蒙电脑使得人们可以体验多屏协同、触控交互、分屏操控等全新的交互模式，它支持华为手机、 电脑、平板等多设备共享键盘和鼠标，能实现在各种不同设备间自然、无缝、无感的跨设备连接。 国产操作系统的发展，也将为运行在其中的国产软件创造更肥沃的"土壤"。业内人士透露，此前，国产应用软件在Windows平台的发展面临多重挑战。一方 面，由于起步较晚，在行业格局基本成型后才入局，国产软件融入已成型的生态体系难度较大；另一方面，Windows 庞大的兼容体系带来适配难度，例如 在实现手机和电脑互联等新功能时，存在较高的适配成本。而鸿蒙系统能更灵活、更快速地支持开发者实现更先进的交互体验和功能迭代，为国产软件发展 开辟新路径。 5月19日，华为发布鸿蒙电脑HUAWEI MateBook Pro和HUAWEI MateBook Fold 非凡大师两款电脑，售价分别为 7999元起、23999元起。两款鸿蒙电脑的首 次发布，标志着我国在PC（个人电脑）领域实现了内核层自主可控的重要突破。 "多年来，在电脑操作系统领域，Windows和macOS形成了强大的壁垒，但是我们坚持做难而 ...

Core Insights - Huawei officially launched two HarmonyOS-powered computers, the HUAWEI MateBook Pro and HUAWEI MateBook Fold, marking a significant milestone in the development of domestic computer operating systems in China [1][2] Group 1: Product Launch - The HUAWEI MateBook Fold is the world's largest commercial 18-inch foldable laptop, weighing only 1.16 kg and measuring 7.3 mm when unfolded [1] - The starting price for the HUAWEI MateBook Pro is 7999 yuan, while the HUAWEI MateBook Fold starts at 23999 yuan [1] Group 2: Technological Advancements - HarmonyOS enables deep integration of software and hardware, offering new interaction modes such as multi-screen collaboration and touch interaction [1] - The operating system is fully self-developed, providing a "one-time development, multi-end deployment" capability, which enhances development efficiency [1][2] Group 3: Market Context - The global personal computer operating system market is highly concentrated, with Microsoft Windows holding a 71.06% market share as of April 2025 [3] - Huawei's HarmonyOS fills a technological gap in China's computer operating system landscape, moving away from reliance on x86 architecture and Windows [2][3] Group 4: Ecosystem Development - The Harmony ecosystem has surpassed 1 billion devices shipped, with the addition of HarmonyOS computers completing a crucial part of the ecosystem [3] - By 2024, Huawei is projected to achieve a 11% market share in China with 4.3 million computer units shipped, ranking second in overall shipments and first in the lightweight notebook segment [3]

Group 1 - Huawei launched two new HarmonyOS laptops: HUAWEI MateBook Pro and HUAWEI MateBook Fold [1] - The starting price for HUAWEI MateBook Pro is 7999 yuan, while HUAWEI MateBook Fold is priced from 23999 yuan, making it the largest commercial foldable laptop globally [1]