Core Viewpoint - The article discusses the importance of foundational software in China's new industrialization process and highlights the financial support provided by the government to enhance the development of this sector by 2027 [3][4][17]. Group 1: Current Status of Foundational Software - Foundational software, including operating systems, databases, and middleware, is crucial for the information technology industry and is emphasized in the government's financial support policies [4][5]. - The market share of domestic desktop operating systems remains low, with Windows holding 72.9% and OSX 15.2% globally, while Linux-based domestic systems face challenges in hardware compatibility and software ecosystem [6]. - In mobile operating systems, Huawei's HarmonyOS has increased its market share from 8% in Q1 2023 to 17% in Q1 2024, surpassing iOS and marking a significant milestone for domestic systems [7][8]. Group 2: Database Market Dynamics - The Chinese database market is projected to grow from approximately 596.16 billion yuan in 2024 to 837.42 billion yuan by 2027, with a compound annual growth rate of 11.99% [10]. - The penetration rate of domestic databases in government sectors is nearing 85%, while industries like energy and manufacturing are gradually accelerating their shift towards domestic solutions [11][13]. Group 3: Middleware Market Overview - The middleware market in China is expected to reach 116.9 billion yuan in 2024, growing by 14.0% year-on-year, driven by advancements in AI and cloud computing [14]. Group 4: Investment and Financing Trends - Since 2025, there have been 20 financing cases in the foundational software sector, totaling over 4 billion yuan, indicating increased investment interest [15][16]. - The government's financial support policies are expected to facilitate easier access to long-term financing for foundational software companies, particularly in core technology areas [17][18]. Group 5: Future Outlook - The release of the financial support guidelines is anticipated to inject strong momentum into the foundational software industry, enabling companies to achieve significant growth and innovation [17][19]. - The emphasis on self-sufficiency in foundational software is not only a national security requirement but also a necessary step for sustainable industrial development, presenting new market opportunities [19].

Core Insights - The HarmonyOS public class held by Huawei emphasizes the importance of youth in driving innovation and growth within the Harmony ecosystem [1][7] - Over 200 young students participated in the immersive experience, showcasing the vibrant innovation pulse of the Harmony ecosystem [1][7] Group 1: HarmonyOS Ecosystem Development - Huawei experts highlighted the robust development and vast potential of the Harmony ecosystem, with over 9,000 applications contributing to more than 70 innovative experiences [3][5] - HarmonyOS serves as a solid digital foundation across various industries, fostering extensive co-innovation in the operating system and application ecosystem [3][5] Group 2: AI and Creative Transformation - The integration of AI and full-scene capabilities in HarmonyOS is reshaping video creation experiences, as demonstrated by Tim, a well-known tech influencer [3][5] - Features like "碰一碰" (Tap to Connect) and "手眼同行" (Hand-Eye Coordination) enable seamless and efficient creative processes across devices [3][5] Group 3: Talent Development and Opportunities - Huawei's "Harmony Star Plan" aims to cultivate young talent, investing 100 million yuan in cash and resources to support campus developers and creative individuals [7] - The initiative is designed to ignite innovation and enthusiasm among youth, contributing to the rapid development of the Harmony ecosystem [7] Group 4: Interactive Experience and Partnerships - The public class featured an interactive experience area showcasing the innovative vitality of the Harmony ecosystem, with participation from ten ecological partners [5][6] - Partners like Bilibili, Didi, and China National Aviation provided unique offerings and benefits based on HarmonyOS features, enhancing user engagement [6]

以下文章来源于RimeData 来觅数据 ，作者来觅研究院 RimeData 来觅数据 . 全面的一级市场数据平台 2025年二季度，计算机软件行业继续保持稳健增长态势。据工信部数据显示，2025年上半年中国软件和信息技术服务业收入达70,585亿元，同比增长 11.9%，利润总额为8,581亿元，同比增长12.0%，整体增速高于一季度，彰显出行业良好的上升势头。 近两年来，人工智能相关技术持续进步，继续推动计算机软件行业的变革。众多开发者在工作中运用AI编程工具，且多国开发者认可其对代码质量的提 升作用。同时，智能体从概念走向实际应用，重塑企业软件交互界面。此外，基础软件国产化进程也在稳步推进。其中，国产数据库的大额订单频现，在 各行业的渗透率持续提升，表明其技术成熟度和市场认可度进一步提高。 据来觅PEVC数据，2025年二季度国内计算机软件领域合计发生融资案例126起，涉及融资金额88.2亿元。其中，商业生产力软件相关的融资案例数量最 多，为35起；基础软件（含操作系统、数据库等）相关的融资金额最多，约30.1亿元。 Rime 来觅 行业赛道研究 计算机软件 2025年二季度投融市场报告 Rime 来更 ...

Core Viewpoint - The integration of Qt with HarmonyOS is set to reshape the mobile ecosystem by leveraging HarmonyOS's unique distributed architecture and all-scenario capabilities, providing significant opportunities for developers [1]. Group 1: Event Overview - The Qt adaptation to HarmonyOS will be showcased through successful case studies demonstrating the outstanding results achieved by third-party applications on the HarmonyOS platform, highlighting the potential of the Qt and HarmonyOS ecosystem integration [1]. - The event will introduce the technical framework of Qt for HarmonyOS, emphasizing its cross-platform capabilities that enable a "develop once, deploy everywhere" development model [1]. Group 2: Target Audience - The seminar is aimed at software architects, UI/UX designers, R&D engineers, product managers, project managers, and testing teams, providing a comprehensive opportunity to explore future development trends [2]. Group 3: Technical Insights - The event will share technical challenges encountered during the adaptation process, along with innovative solutions implemented, such as multi-window support and application lifecycle management, as well as the adaptation of Qt development tools [3]. - Future support plans will be discussed, along with the performance of classic Qt demos running on HarmonyOS [3]. Group 4: Call to Action - The event encourages participants to quickly migrate existing Qt applications to HarmonyOS or plan new cross-platform solutions, offering essential technical guidance and business insights [7].

Core Insights - The ChinaJoy event highlights the explosive growth of the gaming ecosystem, with significant participation from Huawei's HarmonyOS, showcasing its commitment to the gaming sector [1][2] - The gaming market faces high customer acquisition costs and intense competition, prompting manufacturers to seek new solutions and challenge traditional distribution channels [2] - Huawei's HarmonyOS has surpassed 10 million terminal devices, with over 500 game developers joining its ecosystem and more than 6,500 games launched, indicating a robust foundation for high-quality development in the gaming industry [2] Group 1: Technological Advancements - The collaboration between Huawei and Tencent is a major highlight, with Tencent's games like "Teamfight Tactics" and "League of Legends Mobile" launching on HarmonyOS, showcasing improved game performance metrics [3] - The optimization of the "Honor of Kings" game on HarmonyOS has resulted in a 21% improvement in responsiveness, crucial for multiplayer online battle arena (MOBA) games [3] - Technical enhancements have led to significant performance improvements, such as an 80% increase in startup speed and a 20% reduction in power consumption for games [4] Group 2: Innovative Game Interactions - Multi-modal interactions are emerging as a breakthrough in narrative-driven games, with features like voice-activated story branches and dynamic card functions enhancing user engagement [5] - The HarmonyOS ecosystem supports over 30,000 applications and services, facilitating the transition of multi-modal interaction from concept to tangible user experiences [5] Group 3: Growth of Mini-Games - The rapid rise of mini-games within the HarmonyOS ecosystem is evident, with over 6,500 games available that cater to a wide range of user preferences [6] - Tencent's adaptation of major titles to HarmonyOS serves as an industry benchmark, driven by the platform's distributed capabilities and extensive user base [6] - The "no-network play" feature allows users to enjoy games in offline environments, redefining casual gaming experiences [7] Group 4: Future Outlook - The continued growth of HarmonyOS terminals and the deepening of technical capabilities are expected to lead to an explosive phase for the gaming ecosystem in the next two years [7] - The "outbound + HarmonyOS ecosystem" model is anticipated to enhance China's gaming presence in the global market, increasing its competitive edge [7]

Core Insights - The ChinaJoy event highlights the explosive growth of the gaming ecosystem, with Huawei's HarmonyOS making significant strides in the gaming sector [1][8] - The gaming market faces high customer acquisition costs and intense competition, prompting manufacturers to seek new solutions [3][9] - Huawei's HarmonyOS has surpassed 10 million terminal devices, with over 500 game developers and 6,500 games now available on the platform, indicating a mature ecosystem [3][4] Group 1: Market Dynamics - Traditional app stores are losing their value as new channels like social platforms emerge, disrupting the flow of traffic and revenue models [3][9] - The collaboration between Huawei and Tencent is a key highlight, with Tencent's games like "League of Legends Mobile" and "Teamfight Tactics" launching on HarmonyOS [4][9] - The performance improvements in games, such as a 21% increase in responsiveness for "Honor of Kings," demonstrate the technical advancements of HarmonyOS [4][5] Group 2: Technological Advancements - HarmonyOS has implemented various technologies that enhance gaming performance, including an 80% increase in startup speed and a 20% reduction in power consumption [5][10] - Multi-modal interaction is emerging as an innovative breakthrough in narrative games, allowing players to engage with the story through voice commands and other interactive features [5][6] - The ecosystem's capabilities are expanding, with over 30,000 applications and services currently in development [6] Group 3: Industry Support and Growth - The ecosystem supports both large and small game developers, with a low-barrier, high-empowerment support system in place [10] - Mini-games are rapidly gaining traction within the ecosystem, leveraging lightweight and scenario-based advantages to redefine casual gaming experiences [10][11] - The ongoing growth of HarmonyOS terminals and its deepening technological capabilities suggest that the gaming ecosystem is poised for explosive growth in the next two years, potentially reshaping the domestic gaming market [11]

Group 1: Apple Store Closures and Openings - Apple will close its first official retail store in China, the Dalian Century City store, on August 9, 2023, due to multiple retailers leaving the shopping center [1] - The Dalian store opened on October 24, 2015, and is the first Apple Store to shut down in the country [1] - Apple plans to open a new retail store in Shenzhen on August 16, 2023, marking its third store in the city [1] Group 2: Legal Challenges - Apple has issued a strong statement against the U.S. Department of Justice (DOJ) regarding antitrust lawsuits, claiming all 236 allegations are unfounded [2] - The lawsuit threatens the core principles that allow the iPhone to stand out in a competitive market, according to Apple [2] - Apple is expected to engage in a prolonged legal battle, with the potential for a resolution taking several years [2] Group 3: Financial Partnerships - Apple is reportedly in talks with JPMorgan Chase to take over the Apple Card credit card business from Goldman Sachs [3] - Negotiations between Apple and JPMorgan began in early 2022, with recent developments accelerating the process [3] - Although no agreement has been signed yet, Goldman Sachs has hinted at the possibility of ending the partnership before the original contract expiration in 2030 [4] Group 4: Securities Fraud Allegations - Apple faces a new class-action lawsuit related to delays in the upgrade of its Siri digital assistant, which has been postponed to after iOS 18 [5] - The Rosen Law Firm is seeking investors who purchased Apple securities between June 10, 2024, and June 9, 2025, to join the lawsuit [5] Group 5: Real Estate Investments - Apple has signed a deal to acquire the Mathilda campus in Sunnyvale for $365 million, marking its third major real estate transaction in the Bay Area this year [6] - The total investment for office space expansion in the Bay Area over the past three months approaches $882 million [6] - Despite high vacancy rates in the tech industry, Apple continues to expand its office space in the Bay Area [6]

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]

Core Insights - The 2025 Fortune China 500 list features 38 companies from Shenzhen, highlighting the city's growing economic significance [1][4] - Notable Shenzhen companies in the top 100 include China Ping An, Huawei, BYD, Tencent, and others, with China Ping An ranked highest at 13th [1][4] - The list reflects Shenzhen's economic transformation towards new growth drivers, particularly in emerging industries like renewable energy [2][3] Company Performance - China Ping An reported a revenue of $158.63 billion and a profit of $17.60 billion in 2024, with significant investments in AI [4][5] - Tencent's net profit exceeded $26.9 billion in 2024, showing a growth of over 65% year-on-year, driven by strategic investments in various sectors [4][5] - Huawei achieved a revenue of $86.21 billion, with a profit of $8.69 billion, and invested $27.97 billion in R&D, representing 20.8% of its total revenue [5][6] Industry Trends - Shenzhen's companies are diversifying across various sectors, including electronics, renewable energy, AI, and logistics, with a strong focus on new energy vehicles [2][10] - BYD sold 4.27 million electric vehicles globally in 2024, maintaining its position as the world's leading EV manufacturer [5][10] - The renewable energy sector is thriving, with companies like Grinmei and Xinnengda making significant advancements in battery technology and global market presence [10][11] Emerging Companies - Three companies made their debut on the Fortune list: Yongdao Holdings, AAC Technologies, and Guangshen Railway, indicating a broadening of Shenzhen's corporate landscape [6][8] - Grinmei and Xinnengda have shown remarkable ranking improvements, reflecting their growing influence in the renewable energy sector [6][10] Economic Impact - Shenzhen's industrial output reached over $5.4 trillion in 2024, with a 9.7% year-on-year growth, solidifying its status as China's industrial powerhouse [10][12] - The city is actively developing its AI and robotics sectors, with companies like Huichuan Technology making significant strides in humanoid robotics [11][12]

Event Overview - The 2025 China International Big Data Industry Expo will be held from August 28 to 30, 2025, in Guiyang, Guizhou Province, organized by the National Data Bureau and the Guizhou Provincial Government [4]. Event Highlights - The theme of the expo is "Data Aggregates Industrial Momentum, Intelligent Development New Chapter," emphasizing three main features: internationalization, specialization, and industrialization. The event will include five categories of activities [5]. - Six themed exhibition halls will be set up, showcasing new technologies, products, solutions, and applications in the digital economy [5]. - The opening ceremony will invite domestic and international political figures, renowned experts, and famous entrepreneurs to discuss the latest industry policies and share deep insights [6]. Exchange Activities - Over 20 exchange activities will be organized around five key areas: data elements, data industry, digital economy, data infrastructure, and international cooperation [7]. - The event will feature competitions focusing on the integration of the real economy and digital economy, artificial intelligence, and domestic software, among other trending topics [7]. Focus on Enterprises - The expo prioritizes enterprise needs, ensuring that companies play a central role in theme determination, activity planning, exhibition invitations, and implementation [8]. - The exhibition will focus on attracting leading domestic and international companies, with an expected participation of 350 exhibitors, including major firms like Huawei, Baidu, and Intel [9]. - Customized exhibition routes will be created to facilitate effective connections between exhibitors and visitors, including government leaders, industry experts, and investors [9]. Specialized Activities - Enterprises will lead the planning and execution of exchange activities, with over 10 themes proposed by leading companies in areas such as digital finance and data trading [10]. - The expo will also present key industry standards and exemplary cases in critical fields like artificial intelligence and digital finance, providing valuable references for enterprises [10]. Unique Features - The expo will feature a 60,000 square meter exhibition area divided into six thematic sections, with confirmed participation from major companies like Huawei and Intel [12]. - More than 20 professional exchange activities will be organized, focusing on hot topics such as artificial intelligence and digital finance, inviting industry leaders and experts to share insights [12]. - The event will enhance attendee experience through an optimized official website and app, ensuring efficient registration and information access [13].