Investment Rating - The report rates the computer industry as "Outperform" [1] Core Insights - The computer industry continues to follow core trends of AI, localization, and robotics, with significant developments from Huawei, Hong Kong's digital asset policies, and Xiaomi's product launches [3][18] - Huawei's Developer Conference introduced HarmonyOS 6 and new AI cloud services, marking a new phase for the HarmonyOS ecosystem [3][18] - Hong Kong's Digital Asset Development Policy 2.0 aims to establish the region as a global hub for digital assets, emphasizing blockchain's role in enhancing financial transactions [3][19] - Xiaomi's YU7 model achieved remarkable pre-order success, indicating strong market demand and the company's commitment to R&D investment [3][20] Summary by Relevant Sections Huawei Developer Conference - The conference showcased HarmonyOS 6, with over 40 devices now running the system and more than 9000 applications in development [3][18] Hong Kong Digital Asset Policy - The new policy aims to create a diverse digital asset ecosystem, enhancing Hong Kong's position as a leading international financial center [3][19] Xiaomi Product Launch - Xiaomi's YU7 model received over 200,000 pre-orders within 3 minutes, highlighting its market impact and the company's future R&D investment plans [3][20] Key Companies to Watch - The report highlights key companies in the sector, including Empyrean Technology, Dameng Data, Beijing Kingsoft Office Software, Newland Digital Technology, Jiangsu Tongxingbao, Kingdee International, and Huhu Information [3][18]

报告导读： 华为开发者大会推动鸿蒙生态升级，香港发布数字资产新政，小米 YU 7 上市 引爆市场，三大动态驱动板块新机遇。 报告来源 华为开发者大会顺利谢幕，鸿蒙生态进入飞轮加速新阶段。 一年一度的华为开发者大会于 6 月 20 日揭 幕，在大会中华为鸿蒙 6 操作系统首次亮相，华为云盘古大模型 5.5 发布，新一代 昇 腾 AI 云服务也全 面上线。余承东表明，搭载 HarmonyOS 5 的华为终端产品已超 40 款，系统功能增加 260 多项，累计 有 9000 多个应用参与了 70 多个系统级创新体验的联合打造，目前有 3 万多鸿蒙应用和元服务在加速开 发、更新。让一切联网的本体都成为具身智能机器人是华为云的远期目标，在大会上华为云发布 CloudRobo 具身智能平台为具身智能装上"大脑"和"小脑"，加速具身智能创新。 以上内容节选自国泰海通证券已发布的证券研究报告。 报告名称： 数字资产政策推进，科技自主驱动板块新机遇 报告日期：2025.06.29 报告作者： 杨林 （分析师），登记编号： S 0880525040027 魏宗 （ 分析师 )，登记编号：S 0880525040058 钟明翰 ( ...