Core Viewpoint - The launch of HarmonyOS 5, achieving over 10 million device installations, marks a significant milestone in establishing a new operating system ecosystem that can challenge the dominance of iOS and Android [3][4][10]. Group 1: Milestone Achievement - The achievement of 10 million installations signifies a new phase for HarmonyOS, indicating a shift from concept validation to a fully operational ecosystem [7][35]. - HarmonyOS 5's success is attributed to the support of 8 million developers and a growing user base, which has helped it overcome initial challenges [4][10]. - The milestone is seen as a turning point in the competition for technological sovereignty in the operating system market, traditionally dominated by foreign giants [32][35]. Group 2: Technical and Development Challenges - The transition to HarmonyOS 5 involves significant technical challenges, including the need for developers to adapt applications to a completely new system architecture [11][14]. - The development of HarmonyOS has required substantial investment, with over 1.3 billion lines of code and a commitment of thousands of personnel over several years [12][14]. - The ecosystem's growth is contingent upon resolving the "chicken or egg" dilemma of user base versus developer engagement, which HarmonyOS aims to address through strategic device launches [19][20]. Group 3: Ecosystem Development - HarmonyOS is designed to support a wide range of devices, from mobile to IoT, positioning itself as a versatile platform for the interconnected future [15][30]. - The ecosystem is being built collaboratively with major Chinese tech companies, which are actively adapting their applications to HarmonyOS [24][26]. - The focus on supporting small and medium developers is crucial for fostering a diverse application ecosystem, with significant resources allocated to facilitate their integration [27][28]. Group 4: Future Prospects - The growth of HarmonyOS is expected to continue, with projections indicating a robust expansion of its application ecosystem and user base [31][35]. - The operating system's unique features, such as distributed technology and enhanced security, are anticipated to attract more users and developers [15][34]. - As HarmonyOS gains traction, it is poised to become a significant player in the global operating system landscape, potentially leading to increased international collaboration and market presence [26][32].

Core Insights - The first "HarmonyOS Ecological Classroom: Campus Innovation Camp" was successfully held at Xi'an Jiaotong University, featuring a 5-day program focused on HarmonyOS theory and practical application development [1] - The event attracted 124 campus developers from 12 universities, with 85% being students from computer-related majors, indicating strong interest in HarmonyOS development [1][4] - A total of 22 courses were offered during the event, covering essential knowledge from ArkTs basic syntax to core service development, resulting in the creation of over 20 innovative HarmonyOS application demos [4] Group 1 - The innovative teaching format combined theory and practice, allowing students to interact with smart devices and gain hands-on experience in HarmonyOS application development [1] - The event featured participation from Huawei, training institutions, and universities, establishing a new model for talent cultivation in HarmonyOS development [4][9] - 39 campus developers achieved HarmonyOS application developer certification, enhancing their employability prospects [4] Group 2 - The event included a comprehensive presentation of HarmonyOS PC, showcasing the latest devices like HUAWEI MateBook Fold and HUAWEI MateBook Pro, providing students with an immersive experience [5][6] - A notable highlight was the participation of an international student from Cameroon, who became the first African developer to obtain HarmonyOS application developer certification, marking the expansion of the HarmonyOS ecosystem overseas [7][8] - Huawei has engaged over 400 universities in HarmonyOS talent cultivation, with more than 280 industry-academic cooperation projects and over 200,000 students learning HarmonyOS development skills [9] Group 3 - To further encourage developer participation, Huawei launched the 2025 HarmonyOS Innovation Competition, offering nearly 10 million in total prizes and special awards for university students [9][10] - This initiative aims to foster collaboration between industry and education, accelerating talent development in the HarmonyOS ecosystem [10]

Economic Performance - Chengdu's industrial added value above designated size increased by 8.1% year-on-year from January to April 2025 [1][5] - The automotive manufacturing industry saw a remarkable growth of 27.4%, while the computer, communication, and other electronic equipment manufacturing industries grew by 18.8% [1][5] - New energy vehicle production surged by 412.5% year-on-year in the same period, driven by policy support and consumer enthusiasm [5][7] Consumer Market - Retail sales of communication equipment among designated enterprises increased by 125.0% year-on-year [8][10] - Overall social retail sales in Chengdu grew by 6.1% year-on-year, with significant contributions from various consumer goods categories [10][12] - The "first store economy" has been a key driver for consumption, with over 4,000 first stores established since 2019, and 820 new first stores introduced in 2024 alone [10][12] Foreign Trade - Chengdu's total foreign trade import and export volume reached 275.98 billion yuan, marking an 11.2% year-on-year increase [14][16] - The export volume was 161.08 billion yuan, growing by 11.9%, while imports totaled 114.9 billion yuan, increasing by 10.1% [14][16] - Chengdu's international air cargo throughput exceeded 366,400 tons, reflecting a growth of approximately 23.11% [14][16] Strategic Collaborations - Chengdu and Huawei signed a strategic cooperation agreement to enhance collaboration in AI, smart manufacturing, digital economy, and smart cities [5][8] - Chengdu's enterprises are actively seeking international cooperation opportunities, with significant orders signed in countries like Saudi Arabia and Japan [18]

Core Insights - Huawei's Executive Director, Yu Chengdong, emphasized the importance of innovation in leading the future and building the HarmonyOS ecosystem during a lecture at Tsinghua University [1][3] - The HarmonyOS aims to unify fragmented operating systems, allowing for seamless interconnectivity across devices, which is a key design principle [3][5] - The development of HarmonyOS has surpassed 120 million lines of code, with a focus on creating a robust ecosystem that supports extensive application development [5] Group 1 - Yu Chengdong returned to Tsinghua University to share insights on HarmonyOS and its innovations with over 500 students [1] - The first demonstration of Huawei's HarmonyOS foldable laptop, HUAWEI MateBook Fold, showcased advancements in hinge and screen technology, enhancing user experience [1] - The lecture highlighted the challenges of fragmented operating systems and the need for a unified application ecosystem to foster innovation [3] Group 2 - The complexity of developing an operating system is acknowledged, but the real challenge lies in building a comprehensive ecosystem with extensive application support [5] - HarmonyOS architecture innovations include soft-hard cloud integration and a distributed soft bus, enabling a consistent user experience across multiple devices [5] - Yu Chengdong shared insights on career development, emphasizing the importance of pursuing interests and passions to enhance creativity and productivity [7] Group 3 - The Huawei Campus Public Course, part of the Huawei Flower Club initiative, aims to connect with university students and enhance their skills, having conducted nearly 900 sessions across over 400 universities since 2023 [7]

Core Viewpoint - The launch of the HUAWEI MateBook Fold marks a significant breakthrough for China's domestic computer operating system, indicating a shift in the PC industry towards self-reliance and innovation in the face of global challenges [2][3][21]. Group 1: Importance of Self-Developed Operating Systems - The necessity for self-developed computer operating systems arises from the digital era and the 5G Internet of Things, which demand systems that can support interconnectivity and collaboration among devices [2]. - The current global landscape of operating systems is highly concentrated, with Windows holding over 70% market share and macOS over 10%, making it challenging for new entrants [3]. Group 2: Technical Challenges and Innovations - HUAWEI's HarmonyOS for computers is a fully self-developed system, achieving 100% independence from Linux or Windows, with a focus on a microkernel architecture that reduces code redundancy and enhances security [5][6]. - The development process is complex, requiring a balance between compatibility with existing software and the need for innovation, as traditional systems have extensive legacy code [6]. Group 3: Ecosystem Development - Building a software ecosystem for computers is more challenging than for mobile devices, as the existing software landscape is dominated by Windows and macOS [10]. - As of May 19, 2025, over 150 dedicated computer applications have been adapted for HarmonyOS, with expectations to support over 2000 applications by the end of the year [10][13]. Group 4: User Experience and Security - HarmonyOS integrates AI deeply into the operating system, enhancing user experience through features like seamless cross-device collaboration and innovative interaction methods [18][20]. - The system employs a multi-layered security architecture, including chip-level encryption and strict application governance, to ensure data security and privacy [20]. Group 5: Industry Impact - The release of HarmonyOS for computers signifies a historic leap for China's tech industry, transitioning from a technology follower to a rule-maker in the global tech landscape [21]. - The development of HarmonyOS is expected to stimulate the domestic software industry and promote the growth of local enterprises, creating a more self-sufficient technology ecosystem [14][21].

Core Viewpoint - Huawei has officially launched two significant HarmonyOS computer products, the HUAWEI MateBook Fold and the HUAWEI MateBook Pro, marking the beginning of the HarmonyOS office era with a dual breakthrough of "new system + new form" [1] Group 1: Product Features - The HUAWEI MateBook Fold features an 18-inch foldable screen, the largest in the world, which redefines the usage of computers and aims to inject new vitality into the global PC industry [1][4] - The device can transform from a portable 13-inch laptop to an immersive 18-inch display, providing users with a stunning visual experience [4] - The MateBook Fold weighs only 1.16 kg and has a thickness of 7.3 mm, making it highly portable while offering a large screen [7] Group 2: Technological Innovations - Huawei has overcome challenges in hinge design, large screen integration, heat dissipation, and battery life to deliver a lightweight and large-screen experience [2] - The device utilizes advanced materials and a unique water-drop hinge design, allowing for seamless closure and flexible opening angles [7] - The HarmonyOS 5 system enhances interaction logic, enabling smart recognition of various input methods and optimizing user experience across different modes [8][10] Group 3: Ecosystem Development - The launch of HarmonyOS computers signifies the completion of Huawei's "1+8+N" ecosystem, with a rapid increase in application availability from over 300 to more than 1,000, expected to exceed 2,000 by year-end [11] - Huawei has collaborated with ecosystem partners to develop over 150 customized applications for the MateBook Fold, enhancing user experience in various scenarios [11] - The introduction of the HUAWEI MateBook Pro complements the MateBook Fold, targeting mainstream office users with a lightweight design while sharing core capabilities of HarmonyOS 5 [14] Group 4: Strategic Initiatives - Huawei has launched the "Qingyun Xinghe Plan" to encourage enterprise users to co-build the HarmonyOS industry and ecosystem, focusing on digital transformation and innovation across various sectors [14] - The company aims to redefine the global PC industry's competitive landscape through the integration of foldable screens and the HarmonyOS, emphasizing the importance of making technology accessible and simplifying complex tasks [15]

Core Insights - Chengdu is emerging as a leading consumer market in China, attracting both consumers and international brands, with 148 new flagship stores established by Q1 2025 [1][17] - The city is recognized for its unique blend of high-end and mass-market brands, showcasing a harmonious coexistence of different consumer segments [3][11] Group 1: Market Dynamics - Chengdu's commercial appeal is highlighted by the opening of flagship stores from luxury brands like Dior and Louis Vuitton, indicating a deepening investment in the local market [8][9] - The city has seen significant interest from sports brands, with KOLON KRAFT and On opening their first flagship stores in Chengdu, reflecting the city's vibrant young consumer base [5][6][8] Group 2: Consumer Trends - The opening of Uniqlo's first city flagship store in Southwest China at Chengdu's MixC Mall, covering nearly 2,000 square meters, demonstrates the brand's commitment to the region and its alignment with local consumer preferences [12][15] - Chengdu has attracted over 1.56 million young talents in the past three years, contributing to its status as a popular destination for both tourism and retail [15][17] Group 3: Economic Initiatives - The "Chengdu Action Plan for Promoting the First Store Economy (2025-2027)" aims to establish 6,500 new stores and host over 1,000 premier events by the end of 2027, positioning Chengdu as a hub for new consumption brands [17][20] - Recent high-profile product launches, such as Huawei's new commercial laptops featuring HarmonyOS, underscore Chengdu's role as a center for technological innovation and consumer engagement [21][23]

Group 1 - Deposit rates are experiencing a new round of cuts, with China Construction Bank and China Merchants Bank leading the way by lowering the current deposit rate to 0.05% and the one-year fixed deposit rate to 0.95% [2][6] - CATL (Contemporary Amperex Technology Co., Limited) is set to officially list on the Hong Kong Stock Exchange on May 20, with an issue price of HKD 263 per share, potentially raising up to USD 5 billion, marking it as the largest IPO in Hong Kong in recent years [2][6] Group 2 - The Ministry of Commerce of China urged the U.S. to correct its discriminatory measures against China regarding chip export controls, emphasizing the need for effective communication and collaboration to manage differences [2] - The National Bureau of Statistics reported that from January to April, the total retail sales of consumer goods increased by 4.7% year-on-year, with fixed asset investment (excluding rural households) reaching CNY 14.7 trillion, a 4% increase year-on-year [2] - In April, the sales prices of second-hand residential properties in first-tier cities showed a decline, with Beijing and Shenzhen experiencing decreases of 0.6% and 0.3% respectively [2] Group 3 - Huawei officially launched two models of HarmonyOS computers, marking the first time the Harmony operating system has been introduced on the desktop, with significant advancements in technology [2] - Xiaomi announced a strategic product launch event scheduled for May 22, featuring several new products including the Xiaomi 15S Pro and the first SUV, Xiaomi YU7 [2]

Core Viewpoint - Huawei's launch of the new HarmonyOS computers, HUAWEI MateBook Pro and HUAWEI MateBook Fold, signifies a significant breakthrough in the domestic desktop operating system market, which has been dominated by Windows and macOS for years. However, the path to widespread adoption remains challenging [1][3]. Group 1: Market Context - The global desktop operating system market is highly concentrated, with Windows and macOS holding nearly 90% market share. The domestic software industry has faced significant challenges in ecosystem development due to its late start [3]. - Previous attempts at developing domestic operating systems were primarily based on Linux, lacking a fully autonomous technical system. The HarmonyOS computers represent a move towards a self-controlled technology framework [3][4]. Group 2: Technological Advancements - HarmonyOS is the first domestic system to achieve "mobile and desktop ecosystem integration," allowing for "one-time development and multi-end deployment," which creates new opportunities for domestic software development, particularly in office software, creative design, and educational applications [4][5]. - The HarmonyOS ecosystem has surpassed 1 billion devices, with 7.2 million registered developers and over 110 million lines of code developed independently, covering all aspects from the operating system kernel to AI frameworks [4]. Group 3: Strategic Importance - The launch of HarmonyOS computers is a critical step in the ecosystem's development, completing Huawei's range of devices from HarmonyOS smartphones and tablets to computers, thus fully entering the Harmony era [5][6]. - The introduction of the HUAWEI MateBook Fold, featuring an 18-inch display, represents a significant innovation in the PC industry, showcasing advancements in technology integration and user experience [6][7]. Group 4: Challenges and Opportunities - Despite the advancements, consumer sentiment remains cautious, with many potential buyers still accustomed to Windows and macOS interfaces, indicating a slow transition to new operating systems [8][9]. - The success of HarmonyOS computers hinges on ecosystem development, with Huawei working to adapt applications for the new system. Currently, 150 dedicated applications are in development, with over 300 applications already adapted, aiming to support more than 2,000 by year-end [8][9]. - The long-term challenge for HarmonyOS is to expand its ecosystem and enhance user experience, requiring collaboration across the entire Chinese industry chain [9].

Group 1 - Huawei launched its first HarmonyOS-based foldable laptop, the MateBook Fold, starting at a price of 23,999 yuan, featuring a dual-layer OLED display and a new hinge design [1][3] - The MateBook Fold has an 18-inch screen when unfolded and a 13-inch screen when folded, with a thickness of 7.3mm and a weight of 1.16kg [1] - The launch of the MateBook Fold and the new MateBook Pro fills the gap in the office ecosystem, marking the completion of HarmonyOS's full-scenario layout [3] Group 2 - The HarmonyOS 5 system is being introduced to a larger consumer base, particularly targeting younger users with the nova 14 series smartphones [3] - Huawei's strategy aims to transition HarmonyOS from a technical breakthrough to widespread adoption, creating a collaborative network of "smartphones + PCs + IoT devices" [3][4] - Counterpoint data indicates that HarmonyOS's market share in China surpassed Apple's iOS for four consecutive quarters, reaching 19% in Q4 2024, while iOS held 17% [4] Group 3 - The PC market is still dominated by Windows, which holds approximately 75%-80% market share, while macOS has around 15% and Chrome OS about 5% [7] - The complexity of establishing a robust PC operating system ecosystem is highlighted, as it requires significant investment and collaboration among various stakeholders [9][10] - Huawei's advantage lies in the vast domestic demand and policy support, particularly in government and education sectors, which can facilitate the promotion of HarmonyOS and Huawei PCs [10][11] Group 4 - The success of HarmonyOS will depend on cultivating a developer ecosystem, which is a challenging task given the established ecosystems of Microsoft and Android [11] - Huawei aims to reduce developer costs through features like "one-time development, multi-end deployment," accelerating the adaptation of its multi-terminal ecosystem [11] - Historical experiences suggest that technological blockades can lead to the emergence of alternative solutions, positioning Huawei's innovations as a pivotal moment for China's operating system landscape [11]