Core Viewpoint - Huawei's Enjoy 70X smartphone has officially launched the public beta of HarmonyOS 6 after a beta testing period of about half a month, indicating the company's ongoing commitment to software development and user experience enhancement [6][11]. Summary by Category Product Launch - The Huawei Enjoy 70X smartphone is now available for public testing of HarmonyOS 6, following a beta phase [6][11]. - The Enjoy 70X was officially released for sale on January 10, 2025, and is priced starting at 1,799 yuan [12]. System Update - The HarmonyOS 6.0.0.130SP16 version has been pushed to the Enjoy 70X, optimizing system stability and incorporating the January 2026 security patch [3][12]. - The update log indicates a transition from version 6.0.0.125SP18 to 6.0.0.130SP16, highlighting improvements in system performance [3][12]. Supported Models - A list of Huawei devices that support the HarmonyOS 6 upgrade has been released, with more models expected to be added soon [6][8].

Core Viewpoint - Huawei has officially launched the synchronization feature for its home storage device's gallery, enhancing user experience with seamless backup capabilities across devices running HarmonyOS [1][9]. Group 1: New Features - The home storage device has completed the adaptation for HarmonyOS 6, introducing new functionalities such as seamless gallery backup with HarmonyOS NEXT devices including phones, tablets, and computers [4][12]. - Users can now choose to back up cloud albums to cloud space or only to home storage via the Huawei Gallery App, along with features for cleaning and merging duplicate photos and files [4][12]. Group 2: Product Specifications - Huawei launched its first HarmonyOS home data center, the Huawei Home Storage, in 2022, offering storage options of 4TB, 8TB, 16TB, and a no-disk version [6][14]. - The home storage device supports custom configurations, allowing for a maximum storage capacity of 40TB (20TB + 20TB) [6][14].

Core Viewpoint - Huawei's Mate 80 series, featuring significant performance enhancements and innovative technologies, aims to strengthen its position in the competitive smartphone market [2][4][16]. Group 1: Performance Enhancements - The Mate 80 series introduces the new Kirin 9020 and Kirin 9030 chips, with overall performance improvements exceeding 35% compared to the previous generation [4]. - The Mate 80 Pro Max achieves a performance increase of over 42% due to advanced thermal management and larger heat dissipation components [4]. - The series supports 3DGS rendering acceleration, improving performance by 33% compared to the Mate 70 series, and features ray tracing hardware acceleration capable of rendering 20 million rays per second [5]. Group 2: Design and Durability - The Mate 80 series maintains the recognizable design of the Mate family, with a classic "star ring" camera module and a dual-ring design in a full metal body [6][7]. - The devices feature upgraded Kunlun glass, enhancing drop resistance by 20 times, bending resistance by 20%, and scratch resistance by 2 times [7]. - The series is rated IP68 for dust and water resistance, with the ability to withstand high-temperature and high-pressure water jets [8]. Group 3: Imaging Technology - The Mate 80 series incorporates the second-generation Red Maple imaging technology, improving color accuracy by 43% and light intake by 96% [12]. - The series allows for multiple shooting effects from a single capture, enhancing user experience in various lighting conditions [12]. - The Pro Max model features a high dynamic range main camera with 17.5EV and a dual telephoto configuration, totaling five cameras [14]. Group 4: Software and AI Integration - The Mate 80 series launches with HarmonyOS 6, enhancing system fluidity and app compatibility, along with immersive lighting effects [16]. - The new AI capabilities include features like "reorder" and "photo guide," improving user interaction and experience [17]. Group 5: Communication Capabilities - The Mate 80 series introduces industry-first 700MHz emergency communication capabilities, enabling connectivity in disaster scenarios over distances exceeding 13 kilometers [19]. - The devices support WiFi 7+, satellite communication, and other advanced connectivity options, enhancing overall communication reliability [19]. Group 6: Pricing and Availability - The standard version of the Mate 80 series is priced slightly lower than its predecessor, indicating a strategic pricing approach [22]. - Pre-orders for the Mate 80 series have begun, with high demand leading to extended shipping times [25].

Market Performance - A-shares experienced a rapid rise on June 24, with all three major indices increasing by over 1% [1] - Key sectors that led the gains included non-bank financials, automotive, media, computer, and electrical equipment [1] - The popular Xinchang ETF (562570) rose by over 1.5% in early trading [1] Industry Developments - The HarmonyOS 6 operating system was recently released, featuring significant upgrades in user experience [1] - The developer Beta for HarmonyOS 6 has opened for registration, enhancing connectivity, intelligence, security, and smoothness [1] - The new interconnected architecture supports over 660 applications, with features like automatic visual effects generation based on phone posture and seamless app continuity across multiple devices [1] Investment Insights - The Xinchang ETF (562570) tracks the CSI Information Technology Application Innovation Industry Index, which is closely related to the HarmonyOS [1] - This index covers cutting-edge sectors such as artificial intelligence, data computing power, industrial software, and operating systems [1] - According to Huachuang Securities, the DeepSeek content of the CSI Xinchang Index is 48.1%, ranking first among indices tracked by ETFs [1]