9月29日，华为终端官方微博对外公布，HarmonyOS 5终端数量历经两年发展已突破2000万，从0到1000 万，鸿蒙5走了近10个月；而从1000万到2000万，仅用了2个月。这一数据不仅标志着鸿蒙生态迈入爆发 式增长的新阶段，还将进一步强化伙伴信心，成为海内外应用厂商加速共创、促进鸿蒙生态持续繁荣的 重要推动力。 此外，"2000万终端"实打实的市场数据、以及伙伴的集体祝贺也充分证明：鸿蒙5已能够满足各类应用 场景的开发与运行需求，"养成系"鸿蒙正在日趋成熟；与此同时，具备可观用户基础、生态流量与商业 潜力的鸿蒙生态，已成为海内外应用厂商都在加速布局的创新沃土。 鸿蒙5终端数量突破2000万，是鸿蒙生态的重要里程碑，更是全球伙伴携手共进的新起点。未来，随着 更多伙伴的加入，鸿蒙生态将进一步释放全球商业价值，为用户带来更优质的全场景互联体验，推动数 字生态全球化发展迈入新阶段。 鸿蒙生态的最新进展，迅速引发了伙伴侧的热烈响应。尤其在双节出行高峰即将到来之际，德国汉莎航 空、拉斯海马旅游局等海外出行文旅类核心伙伴，以及澳门本地生活服务代表"mPass地道澳门指南"， 集体送上祝贺，以实际行动表达对鸿蒙生态 ...

Group 1 - The Chinese government has launched a comprehensive set of policies aimed at stabilizing growth, markets, and expectations, signaling strong financial support for high-quality economic development [1] - The A-share market has seen significant trading activity, with daily transaction volumes reaching over 3 trillion yuan and margin financing balances exceeding 2.4 trillion yuan [1] - Market participants anticipate further reforms and opening-up measures in the capital market to enhance its attractiveness and stability [1] Group 2 - Approximately 87% of ESG-themed funds have reported positive returns this year, with the highest return exceeding 65% [2] - In August, six new ESG-themed funds were launched, with one fund achieving a record issuance scale of 960 million yuan, marking the largest ever for a public ESG index fund in China [2] Group 3 - The embodied intelligence industry is experiencing rapid development in both hardware and software, with human-like robots expected to reshape industrial ecosystems over the next 5 to 10 years [3] - Domestic companies are accelerating their product layouts in embodied intelligence, addressing gaps in specific application scenarios [3] Group 4 - The A-share market has shown mixed performance, with the Shanghai Composite Index declining by 1.30% while the ChiNext Index rose by 2.34% [4] - Analysts predict that the market may continue to experience fluctuations in the short term but expect improved risk appetite after the National Day holiday [4] Group 5 - Following a 25 basis point rate cut by the Federal Reserve, many domestic and foreign institutions view the external environment for Chinese assets as increasingly favorable [5] - There is an expectation of further rate cuts by the Federal Reserve, which could enhance the attractiveness of non-U.S. markets, particularly China [5] Group 6 - The stock price of Sunflower surged nearly 30% in the seven trading days leading up to its suspension, raising questions about preemptive buying ahead of its acquisition announcements [6][7] Group 7 - The gaming industry in China is experiencing a resurgence, with significant growth in both product performance and stock prices, driven by continuous issuance of licenses and successful new game launches [8] Group 8 - The number of securities analysts in China has surpassed 6,000, marking a historical high, while the market faces challenges due to declining commission revenues [9] Group 9 - The Hong Kong government is optimizing regulations to facilitate the return of Chinese concept stocks, enhancing the attractiveness and liquidity of the Hong Kong market [10] Group 10 - Foreign institutions are increasingly confident in the Chinese market, with significant net inflows of cross-border capital and heightened research activities on A-share companies [11] Group 11 - Huawei announced that the number of HarmonyOS 5 devices has surpassed 17 million and launched the "Tian Gong Plan" to invest 1 billion yuan in supporting the Harmony AI ecosystem [12][13]

Core Insights - Huawei's HarmonyOS 5 has entered a mature development stage with over 10 million devices now utilizing the system, marking a significant milestone in its ecosystem expansion [1][5][6] - The HarmonyOS ecosystem is rapidly penetrating various sectors including government, finance, healthcare, and education, with numerous applications being adapted to enhance digital services [2][3][4] Group 1: HarmonyOS Ecosystem Development - Over 30,000 HarmonyOS applications and services are under development, indicating a robust growth trajectory for the ecosystem [1] - The ecosystem has achieved significant penetration in Beijing, with nearly 1,000 applications adapted for various sectors, enhancing user experience and operational efficiency [2] - Companies like e代驾 and 指掌易 are leveraging HarmonyOS features to innovate their service offerings, improving user experience through multi-device collaboration [3][4] Group 2: Market Performance and Developer Engagement - HarmonyOS 5 has undergone extensive upgrades, with over 40 Huawei devices adapted and more than 260 new features added, showcasing its technological advancements [5] - The developer community is thriving, with 8 million registered developers and significant engagement in learning and utilizing HarmonyOS tools [5][6] - Huawei's smartphone market share has rebounded to 18.1% in Q2 2025, reflecting the positive impact of the HarmonyOS ecosystem on its product sales [6]