在这个算法试图定义一切的时代，鸿蒙给出了一种不同的答案：最好的数字世界，不是被预先编程的完美幻觉，而是由无数真实个体参与构建、充满修补痕 迹、始终在生长的生命体。 2025年，智能化持续深化，算法推送和数字人遍布，但人们却前所未有地渴望真实的连接、有温度的互动与可感知的成长，渴望一种"活人感"。 或许这一年度情绪最生动的落点之一，是鸿蒙操作系统的演进。这一年，鸿蒙为人们讲述了这样一个故事，一场由千万开发者、数万伙伴与千万用户共同参 与的"养成实验"。鸿蒙的成长，是"听劝"听出来的，是被需求"催熟"的，是被无数普通人用生活细节"喂养"长大的。 如果说今天的智能世界与那个让马车夫失业的二次工业革命时代有什么最大的不同，那或许是技术对自我的定位——不是跑在所有人都追不上的地方，而是 愿意俯下身，更大限度地贴近"人"的呼唤。 我们正身处其中 2025年，AI与机器人快步闯入我们的视野，但这远不是一个"AI无所不能"的时代。 首届世界人形机器人运动会的出圈，留给大众的概念是"搞笑翻车"，撞倒操作员又肇事逃逸的机器人、仿佛"幼崽"探索世界般的混乱足球赛、搏击赛失败后 倒地不起的"选手"……人们一面观察AI的"不靠谱时刻" ...

对于鸿蒙而言，2025年没有"旁观的成功"，也没有"孤独的成长"。 因为在这里，每一次参与，都同时成就了系统，也成就了自己。 在应用生态中，越来越多的头部应用不再把鸿蒙视为"需要完成的一项适配任务"，而是当作可以率先投 入的创新试验场；在政务和企业系统里，鸿蒙开始进入那些最不允许出错的领域，承担起基础设施的角 色；在用户侧，系统体验的变化不再依赖一次次功能堆叠，而是通过持续倾听与修正，在日常中慢慢显 现。 一种"共同生长"的方式，正在发生。 这就是2025年鸿蒙最漂亮的一个转身：当所有科技公司都在追求更快、更强时，它选择了"更懂你"。它 的生长，发生在无数如点点星火一般，微小而闪光的日常选择之中。 与伙伴共创，创新自然发生 一个系统的成长，往往不是从代码开始，而是从一群人愿意并肩向前的那一刻开始。 2025年，我们熟悉的增长叙事正在悄然转变——那些几千万的终端数、千万级的开发者数字背后，一种 更彻底、更深刻的变化正在发酵。这不是技术的胜利，而是一场关于"共创"的集体实验。 曾经由我们主动去靠近和理解的系统，正逐渐学会顺应我们的节奏。 当小红书的圈选搜图读懂你指尖的迟疑，当高德的通勤卡片预判你明天的行程，当折叠 ...

Core Insights - The HarmonyOS ecosystem has achieved significant progress, with over 300,000 applications and services available, and more than 27 million devices running HarmonyOS 5 and 6, showcasing a strong market acceleration [1][4]. Group 1: Ecosystem Development - HarmonyOS has transitioned from basic compatibility to innovative breakthroughs with the release of HarmonyOS 6, focusing on enhancing user experience and application quality [2][3]. - Major internet companies like Tencent, Alibaba, and ByteDance have contributed innovative features to HarmonyOS 6, indicating a collaborative ecosystem [2][3]. - The ecosystem's growth is evident in the rapid increase of daily device activations, exceeding 100,000, and over 2,000 new application features added daily [3][4]. Group 2: Developer Engagement - HarmonyOS provides low-threshold development tools, enabling developers to create applications with ease and access to significant traffic support [7][8]. - The introduction of various support programs, such as the "Starlight Plan" and "Tiangong Plan," aims to foster developer engagement and innovation within the HarmonyOS ecosystem [7][8]. - Developers are transitioning from being mere followers to becoming rule-makers and scene architects, as demonstrated by successful applications developed for HarmonyOS [6][7]. Group 3: Open Source and Industry Impact - The open-source nature of HarmonyOS has established a robust foundation for various industries, facilitating customized developments for sectors like energy, finance, and healthcare [9]. - HarmonyOS has been adapted for over 200 central and state-owned enterprise applications, enhancing its presence in government and public service sectors [3][9]. - The ecosystem's collaborative approach has transformed industry participants from mere adapters to co-builders, driving digital productivity upgrades across sectors [9]. Group 4: Future Directions - Despite the progress, there is a recognition that HarmonyOS must continue to evolve to meet user expectations and fill functional gaps in applications [10]. - The company emphasizes the importance of ongoing collaboration with ecosystem partners and user feedback to enhance the HarmonyOS experience [10]. - Accelerating the adaptation of HarmonyOS in critical areas such as government and enterprise applications is deemed essential for its future growth [10].

Group 1 - The emergency call between President Trump and Japanese Prime Minister Suga lasted about 25 minutes, occurring shortly after a call with Chinese leaders, indicating a strategic diplomatic maneuver [3][8] - The offshore RMB to USD exchange rate surged past 7.09, reaching a new high in over a year, reflecting market optimism regarding US-China relations [3][8] - The Chinese yuan's strong performance is attributed to better-than-expected export figures and a recovering domestic economy, contrasting with the pressures faced during previous trade tensions [8][16] Group 2 - Trump's communication with Suga included a summary of the US-China call, which is unusual in diplomatic practice, suggesting an effort to stabilize US-Japan relations [10][11] - The recent political dynamics in the US, including Trump's declining approval ratings and upcoming midterm elections, are influencing the administration's foreign policy towards seeking stability [16] - The interaction between the US, China, and Japan reflects not only political ties but also economic connections, as seen in the performance of Chinese companies like Alibaba and their investment strategies [17]

Market Performance - The Shenzhen Component Index and ChiNext Index both opened low but rose significantly, with the ChiNext Index increasing by over 3% at one point. By the end of trading, the Shanghai Composite Index fell by 0.15%, while the Shenzhen Component Index rose by 1.02% and the ChiNext Index rose by 2.14% [1] ETF Activity - The Computer ETF (159998) recorded a trading volume of nearly 90 million yuan and a turnover rate of 3.51%. It saw a net subscription of 18 million units the previous day, marking six consecutive trading days of net inflow, totaling nearly 85 million yuan [2] - The Cloud Computing ETF Tianhong (517390) continued its rebound, marking three consecutive days of increase [2] Industry Insights - According to Shenwan Hongyuan Securities, domestic models are seeking a better balance between performance, efficiency, and cost, accelerating commercialization. The software industry is entering an optimal layout period, with companies seeing AI revenue exceeding 10% [3] - According to China Merchants Securities, AI technology has become a core driving force in the computer and software development industry. The deep penetration of AI in cloud computing, computing power, and software applications is continuously reshaping the industry landscape and creating new growth momentum [3] AI Developments - Huawei's Executive Director Yu Chengdong announced that the number of terminal devices equipped with HarmonyOS 5 and HarmonyOS 6 has exceeded 27 million [2] - Alibaba's AI assistant Qianwen App surpassed 10 million downloads within a week of its public testing, becoming the fastest-growing AI application [2]

Core Insights - Huawei officially launched HarmonyOS 6 on October 22, enhancing its self-developed operating system with targeted optimizations and innovations over HarmonyOS 5 [1][5] - The number of devices running HarmonyOS 5 has surpassed 23 million, with major internet applications fully adapted and improving rapidly [5] - HarmonyOS aims to provide a unified ecosystem for multi-device and multi-scenario interactions, enhancing user experience through seamless connectivity [5] Summary by Sections - **System Features and Innovations** - HarmonyOS 6 introduces a new HarmonyOS Intelligent Framework (HMAF) for deep integration and collaboration between the system and intelligent agents [6] - The system offers rich interaction points and a unified experience across applications, enhancing user engagement and smart capabilities [6] - **User Experience Enhancements** - The "Xiao Yi" assistant in HarmonyOS 6 can execute complex tasks through simple voice commands, such as editing photos without needing professional software [6][7] - In work scenarios, "Xiao Yi" can organize files and summarize meeting notes in real-time, significantly reducing the time needed for report generation [7] - **Connectivity and Interoperability** - HarmonyOS 6 enhances the "bump to share" feature, with over 60 applications integrated for easy sharing of content across devices [8] - The system allows seamless interaction not only among HarmonyOS devices but also with Apple devices, facilitating quick and lossless content sharing [8] - **Performance and Security Improvements** - The upgrade from HarmonyOS 5 to 6 improves system fluidity by 15%, while previous upgrades saw a 40% increase [8] - The security architecture has been significantly enhanced, providing robust protection from the ground up [8]

Core Insights - The digital economy is rapidly penetrating various sectors, with the digitization of government and enterprise operations becoming an inevitable trend. HarmonyOS 5 is emerging as a core force supporting the digital transformation of government and enterprises due to its secure and controllable foundation and its intelligent, convenient features [1]. Government Sector - The process of HarmonyOS adaptation in government applications has been steadily advancing since the launch of the first provincial-level government office app "Jingban" in November last year. Key provincial government office applications such as "Guizhou Tong" and "Yuezhengyi" have been launched, accelerating the HarmonyOS adaptation across major provinces [3]. - As of now, several provinces including Beijing, Shanghai, Guangdong, and Shandong have completed the adaptation of their government collaborative office applications to HarmonyOS. This includes services for municipalities like "Suishenban Government Cloud" and applications from major economic provinces such as "Shandong Tong" and "Minzhengwu" [3]. Industry Coverage - The adaptation of HarmonyOS in office applications has extended to key industries such as energy, construction, finance, logistics, manufacturing, education, and healthcare, demonstrating its broad applicability and support for digital transformation across various sectors [4]. - In the energy sector, companies like Chuanmei Group and China Petroleum have implemented HarmonyOS applications such as "Smart Chuanmei" and "PetroChina e-Sign" [4]. - In the construction sector, applications like "iChengjian" from Beijing Urban Construction and "Hebei Construction Cloud" have been developed [4]. - The finance sector has seen the introduction of applications like "Fuxing No.1" from Bank of China and "Zhejiang Rural Commercial Bank" [4]. - In logistics, applications such as "Zhongzhi Zhiyun" from China Logistics and "Zhongyou Wangyuan" from China Post have been launched [4]. - The manufacturing industry is represented by applications like "Dongfeng Smart Office" from Dongfeng Motor and "Zhongliang E+" from COFCO [4][5]. - In education, universities like Peking University and Zhejiang University have developed their own HarmonyOS applications [5]. - In healthcare, the "Health Shanxi Doctor Version" from Shanxi Medical University First Hospital is an example of HarmonyOS application [6]. Future Outlook - HarmonyOS 5 is not only providing a secure and controllable digital foundation for various industries but also offering a more convenient and intelligent office experience for numerous government and enterprise institutions. This is driving the digital upgrade and enhancing operational efficiency and service capabilities [6]. - As more government and enterprise applications integrate into the Harmony ecosystem, a more autonomous, secure, and intelligent digital office era is accelerating [6].

Market Overview - The market experienced a collective decline with all three major indices closing lower, and trading volume decreased to 1.6 trillion yuan [1] - There is a mixed sentiment in domestic equity funds, with some capital continuing to focus on leading growth stocks while others rotate back to lower positions [1] Sector Performance - Key sectors showing strength include real estate, home appliances, and banking, with Agricultural Bank of China hitting a new high after 14 consecutive days of gains [1] - The real estate sector continued its upward trend, with Yingxin Development achieving three consecutive daily limits [1] - The power chip concept saw a surge, with Cambrian Technology rising over 7% at one point [1] - Conversely, sectors such as gold and other non-ferrous metals faced significant declines, with Hunan Silver hitting the daily limit down [1] Investment Strategy - Dongfang Securities suggests a short-term index may maintain a fluctuating upward trend, awaiting the resolution of overseas risk disturbances [1] - The "dumbbell strategy" is recommended, focusing on defensive sectors like state-owned enterprise reforms, infrastructure, and consumption, while also targeting technology growth stocks with strong earnings support [1] Future Outlook - Huazhong Securities anticipates that the current phase of adjustment is nearing its end, with a focus on growth as the optimal investment theme moving forward [9] - The report emphasizes the importance of sectors benefiting from a new growth cycle, particularly in AI computing infrastructure and related applications [9] - Shenyuan Hongyuan predicts that the market's effective breakthrough will rely on technology leadership, with a potential for a significant rally in the fourth quarter of 2025 [7]

Core Insights - Huawei officially launched the new HarmonyOS 6 on October 22, initiating large-scale public testing for over 90 device models, marking a new phase of "deep co-construction and joint innovation" with ecosystem partners [1][2] - HarmonyOS has evolved into one of the world's three major mobile operating systems since its inception in 2015, with over 23 million devices now running HarmonyOS 5, which achieved complete autonomy from open-source code [1] Group 1 - HarmonyOS 6 features significant optimizations and innovations in architecture and system characteristics, enhancing the foundational experience and enriching ecosystem applications [2] - The initial rollout includes over 80 HarmonyOS application smart agents across various sectors such as education, healthcare, entertainment, and daily services, providing functionalities like travel planning and food delivery [2] - The "Super Assistant" in HarmonyOS 6 supports 16 dialects and offers features like one-sentence photo editing and assistance for visually impaired users [2] Group 2 - HarmonyOS 6 improves performance and battery life across multiple device categories, delivering a smoother user experience with faster application launch, page switching, and content loading speeds [2] - Enhanced performance in high-frequency scenarios such as split-screen usage, video recording, long gaming sessions, and high-definition live streaming is also a key feature of HarmonyOS 6 [2]

Core Insights - Huawei's Executive Director and Chairman of the Terminal BG, Yu Chengdong, announced that the number of devices running HarmonyOS 5 has surpassed 23 million [1] Group 1 - The launch event for HarmonyOS 6 took place on October 22 [1] - The significant growth in HarmonyOS 5 device count indicates strong market adoption [1]