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中软国际20251119
2025-11-20 02:16
Summary of Conference Call for Zhongsoft International Company Overview - Zhongsoft International is a key player in the development and deployment of the Harmony operating system, focusing on both B-end and C-end markets. The company has established partnerships with various hardware manufacturers and is actively involved in smart city projects and AI applications. Key Points Industry and Company Involvement - Zhongsoft International has a significant stake in Deep Kaihong, which recently completed a Series B financing round with a post-investment valuation of 5.4 billion yuan, planning to list on the Sci-Tech Innovation Board in 2026 [2][3] - The company is heavily investing in smart city projects, with planned investments in Xi'an of over 10 billion to 20 billion yuan annually for the next three years, and approximately 10.5 billion yuan in Longgang District, Shenzhen [2][3] Harmony Operating System Developments - Zhongsoft International holds over 60% of the contract share for Huawei's Harmony OS, with device connections reaching 1.19 billion units. Revenue from native application migration is expected to reach 400 to 500 million yuan by the end of the year, excluding Huawei's outsourcing projects [2][3][8] - The company plans to collaborate with hardware manufacturers like Loongson and Yisiwei to create an integrated model of chips, operating systems, and ecosystems, aiming for a scale of interconnected devices in the hundreds of billions [2][4] AI and Business Growth - The AI and Harmony business revenue is projected to double year-on-year by 2025, reaching approximately 2 billion yuan, primarily through computing power leasing, domestic patent sales, and the AI Agent platform [2][6] - Zhongsoft International is developing an atomic service platform in collaboration with cultural tourism departments, which has already generated revenue in 2025 [5] Market Strategy and Competition - The Harmony virtual machine is currently free for C-end users, with plans to commercialize it for B-end clients alongside PC hardware launches in 2026 [7] - The company has a competitive edge in the open-source Harmony field due to its founding team from Huawei, leading code contributions, and extensive application capabilities across various sectors [9] Future Projections and Industry Trends - The company anticipates significant growth in the Harmony ecosystem by 2026, driven by government support and a focus on B-end device replacements in sectors like military and public security [12] - Zhongsoft International aims to become a core application supplier, leveraging new business opportunities through its atomic traffic platform [10] Additional Insights - The company is actively involved in AR and AI integration, enhancing operational efficiency and reducing costs through AI assistants in various industries [14][16] - Zhongsoft International is positioned to benefit from national policies promoting the development of domestic operating systems, with Harmony OS being specifically highlighted [11] This summary encapsulates the critical insights and developments discussed during the conference call, highlighting Zhongsoft International's strategic initiatives and market positioning within the Harmony operating system landscape.