【环球网科技报道 记者 张阳】11月19日，华为鸿蒙办公新品技术沟通会的举办，成为鸿蒙系统加速商用布局的关键节点。会上，华为终端平板与PC产品线 总裁朱懂东宣布鸿蒙电脑已实现全链路自主可控，并透露鸿蒙电脑企业版已面向更多政企客户开放Beta，同时预告了新一代鸿蒙电脑华为擎云 HM740的即 将发布。 长期以来，商用PC市场被传统生态主导，然而在政企客户对办公设备的自主可控、安全可靠需求日益迫切的今天，传统架构逐渐显露出系统封闭、部署繁 琐、安全边界模糊、AI能力割裂等等局限性。 鸿蒙电脑企业版以HarmonyOS 6 为底座打造。近年来鸿蒙操作系统在消费市场已获得充分验证，而今在商用领域，鸿蒙电脑企业版将为企业用户带来更 为"智慧、高效、安全"三位一体的系统体验。其开放能力，让企业可根据自身业务需求部署专属AI模型，在严格保障信息安全的前提下，实现办公流程的智 能化升级。这种定制化AI赋能模式，打破了通用办公软件的功能局限，让AI技术真正融入企业核心业务场景，从文档处理、数据分析到流程审批，全方位 提升办公效率。 企业零感部署功能支持设备开箱自动完成安全策略与环境配置，彻底改变传统PC需IT人员逐台调试的繁琐 ...

Core Viewpoint - The foldable smartphone market is transitioning from a growth phase to a mainstream adoption phase, with Huawei leading the industry with a significant market share and innovative product offerings [2][4][10]. Market Position and Share - Huawei holds nearly 70% of the foldable smartphone market share in China as of the first three quarters of 2025, solidifying its position as the industry leader [4][16]. - In the high-end market segment (priced above $600), Huawei captures approximately one-third of the market share, showcasing its dominance in premium offerings [4][10]. - The competitive landscape shows Huawei far ahead, with its closest competitor, Honor, holding only 11.2% market share, while Vivo has 5% [9][10]. Product Innovation and Development - Huawei has introduced a diverse range of foldable smartphones, including large foldable, small foldable, tri-fold, and wide-fold models, making it the most innovative player in the market [21][30]. - The Mate X series, starting with the original Mate X, has set industry standards with its unique hinge design and continuous technological advancements, culminating in the Mate X6 and the groundbreaking Mate XT [22][27]. - The recent launch of the Mate XTs further emphasizes Huawei's commitment to innovation, featuring the world's thinnest tri-fold design and advanced user experience capabilities [24][26]. Ecosystem and User Experience - Huawei's HarmonyOS ecosystem plays a crucial role in enhancing the user experience of foldable smartphones, providing seamless integration across devices and applications [43][44]. - The company has focused on addressing user needs by offering products that combine portability with functionality, appealing to both business professionals and younger consumers [32][41]. Market Trends and Future Outlook - Despite a recent slowdown in overall market growth, Huawei's strategic focus on foldable smartphones has allowed it to maintain a strong position and set industry trends [14][46]. - The increasing acceptance of foldable smartphones among consumers, with 70.1% expressing interest in purchasing one, indicates a robust potential market [32]. - As the foldable smartphone market matures, Huawei is expected to continue leading through technological innovation and ecosystem development, driving further growth in the industry [46].

Core Insights - Huawei emphasizes the importance of open innovation and knowledge protection in driving technological advancement and societal development [1][3][10] R&D Investment - Huawei has invested over 20% of its annual sales revenue in R&D for the past five years, with R&D expenses exceeding RMB 170 billion in 2024, accounting for 20.8% of total sales [1][4] - Cumulatively, Huawei has invested over RMB 1.2 trillion in R&D over the past decade, ranking 6th globally in R&D spending according to the 2024 EU Industry R&D Scoreboard [1][4] Open Source and Collaboration - Huawei's open-source initiatives include the HarmonyOS and Euler operating systems, aimed at enhancing technology efficiency and reducing costs for developers and partners [3][4] - The OpenHarmony community has seen over 8,100 contributors and more than 10 million lines of new open-source code submitted in the past year [4] Patent and Licensing Strategy - In 2024, Huawei publicly disclosed a record 37,000 new patents, with over 150,000 valid patents globally, making it the largest patent holder in China [6][10] - Huawei's patent licensing revenue reached a historical high of $630 million in 2024, with cumulative licensing revenue over the past decade potentially exceeding $4 billion [6][7] Industry Contributions - Huawei has signed 233 patent licensing agreements, with 95% achieved through negotiation, and has contributed significantly to standards in cellular communication and multimedia technologies [10] - The company has paid significantly more in licensing fees than it has received, with cumulative payments exceeding $12 billion [8] Public Engagement and Tools - Huawei launched the "Chasi Patent" tool to provide free access to patent data for researchers, which has received over 2 million visits since its launch [11] - The tool has been upgraded to include features like semantic search and AI summaries, enhancing its utility for the research community [11] Future Outlook - Huawei aims to foster an environment of open collaboration and innovation, emphasizing the importance of protecting intellectual property while driving industry growth [11]

Group 1 - Liu Qiangdong humorously responded to a photo of him and his wife, indicating a light-hearted approach to public scrutiny [1] - Nvidia's founder Jensen Huang completed his annual stock selling plan, having sold 25,000 shares, part of a larger plan to sell up to 6 million shares by year-end [1] - OpenAI's CEO Sam Altman refuted claims of the company planning an IPO, stating that there are no specific timelines or decisions made by the board [1] Group 2 - Xiaomi maintained its position as the leading smart speaker brand in China with a market share of 48.8%, showing a 6 percentage point increase year-on-year [1] - The overall smart speaker market in China saw a decline in sales volume by 11.9% year-on-year, totaling 3.057 million units [1] Group 3 - Huawei's HarmonyOS 6 is set to introduce file transfer capabilities with Apple devices by December 2025, enhancing cross-platform functionality [2] - Xiaopeng Motors' CEO He Xiaopeng was selected as the final torchbearer for the 15th National Games, highlighting the role of tech entrepreneurs in public events [2] Group 4 - Elon Musk predicted that traditional smartphones and apps will disappear within the next 5-6 years, suggesting a shift towards AI-generated content consumption [2] Group 5 - Google announced that its new AI model, Gemini 3, will be released in 2025, aiming to enhance performance and capabilities compared to its predecessor [3] Group 6 - Geoffrey Hinton warned that tech giants must resort to layoffs to profit from AI investments, indicating a potential shift in labor dynamics due to AI advancements [4] Group 7 - OpenAI lifted the invitation-only restriction for its AI video generation tool Sora 2, making it available for users in the US, Canada, Japan, and South Korea [5] Group 8 - Several new automotive companies reported monthly deliveries exceeding 40,000 units, driven by a strong market during the "golden September and silver October" period [6] - The expected impact of the 2025 vehicle replacement policy is anticipated to boost overall automotive sales, particularly in the electric vehicle segment [6] Group 9 - The production of industrial robots in China reached 76,300 units in September, marking a 28.3% year-on-year increase, with total production for the year surpassing last year's figures [8] Group 10 - An international research team developed a superconducting germanium material, paving the way for advancements in quantum devices based on existing semiconductor technologies [9]

Core Insights - The release of HarmonyOS 6 has led to a rapid increase in the number of HarmonyOS users, driving demand for various applications [1] - International brands, including IKEA, are embracing the HarmonyOS ecosystem to meet user needs, with the IKEA app receiving positive feedback from users [1][5] Group 1: User Growth and Demand - The user base of HarmonyOS is expanding quickly, which indicates a growing demand for diverse applications [1] - The launch of the IKEA app on the HarmonyOS platform has attracted a significant number of users, enhancing their shopping experience [1][5] Group 2: IKEA App Features and Promotions - The IKEA app on HarmonyOS offers a comprehensive "one-stop home solution," featuring over 9,000 selected home products [5] - The app has launched promotional activities for the 11.11 shopping festival, including discounts of up to 30% on a wide range of products [5] - Users can enjoy exclusive member benefits, such as point accumulation for rewards and special discounts [5] Group 3: Ecosystem Development - The integration of international brands like IKEA into the HarmonyOS ecosystem enhances user experience and attracts more quality partners [5] - The ongoing expansion of the HarmonyOS ecosystem is expected to bring more international brand applications to Huawei's app market, offering users a wider variety of products and services [5]

Core Insights - The release of HarmonyOS 6 has led to a significant update of the Sina Finance APP, now at version 4.5.0, which includes 10 exclusive features and over 10 new functionalities aimed at enhancing user experience for both novice and experienced investors [1][14]. Feature Enhancements - The new version introduces a lock screen widget that provides quick access to selected stocks, A-share market overview, and trending news without opening the app [3][7]. - A new market simulation competition feature allows users to practice trading in a risk-free environment, enhancing their investment skills [12]. Unique Capabilities - The APP integrates 10 unique features from HarmonyOS, including a unified playback control center, desktop service cards, and an intent framework for personalized investment recommendations [5][10]. - Users can now enjoy a more intuitive interface with enhanced visual and operational upgrades, such as horizontal viewing of market charts and improved K-line chart controls [9][10]. Information Expansion - The APP now offers a horizontal comparison feature for companies across A-shares, Hong Kong stocks, and US stocks, allowing users to quickly analyze market metrics like market capitalization and P/E ratios [10]. - A structured presentation of A-share ETF information has been implemented, categorizing key data for easier access [10]. User Engagement - The "7x24" page now includes voice broadcasting of global financial news, making it convenient for users to stay updated without needing to look at their screens [12]. - The "Discover" feature has been upgraded to "VIP," providing tailored content and expert insights for advanced users looking to deepen their investment knowledge [12][14].

Investment Rating - The report maintains a "Positive" investment rating for the industry [9] Core Insights - The computer sector rebounded last week, rising by 3.83%, ranking 7th among major industries in the Yangtze River region, with a trading volume accounting for 6.37% of the total market [2][6][18] - Key focus areas include the cloud service industry, the domestic chip supply chain, particularly leading companies in domestic computing chips like Cambrian, and cloud service providers [8][64] Summary by Sections Market Performance - The overall market saw a significant increase, with the Shanghai Composite Index surpassing 3900 points, closing at 3950.31 points, marking a 2.88% rise [6][18] - The computer sector's performance was highlighted by active trading in quantum technology and aerospace-related stocks [20] Key Developments - Huawei officially launched the new HarmonyOS 6, enhancing its ecosystem and user experience [23][32] - Google's quantum AI lab introduced a new Quantum Echoes algorithm, achieving the first verifiable quantum advantage [34][39] Investment Opportunities - The report emphasizes the importance of cloud vendors and domestic computing capabilities as core components of the AI industry [8][64] - The domestic AI model industry is rapidly evolving, with companies like Alibaba and DeepSeek leading advancements in model performance and cost reduction [57][64] - The demand for computing power is expected to surge, driven by the rapid growth of AI applications and the need for scalable infrastructure [60][63] Policy and Innovation - The 20th Central Committee of the Communist Party of China emphasized the need for high-level technological self-reliance and innovation, which is expected to drive new productive forces [43][45] - The report suggests that emerging industries such as quantum technology, low-altitude economy, and brain-computer interfaces will benefit from supportive policies and have significant growth potential [52][64]

Core Insights - Huawei officially launched the new HarmonyOS 6 on October 22, 2023, 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][8] - The HarmonyOS ecosystem is evolving towards AI, with over 80 new applications and intelligent agents launched, enhancing user experience and reshaping smart living [1][6] Group 1: New Features and Applications - HarmonyOS 6 has seen the launch of multiple new features, with over 23 million devices running HarmonyOS 5, indicating a growing ecosystem where partners are increasingly choosing HarmonyOS for new applications and experiences [2][7] - Notable new features include Tencent's live streaming capabilities, JD's high-precision AR shopping experience, and enhanced weather updates from Hanglv Zongheng [2][3] - The introduction of exclusive applications such as Remy for 3D video sharing and new versions of Phoenix TV and Kuaixun, providing immersive audio-visual experiences [2][3] Group 2: System-Level Innovations - HarmonyOS 6 introduces significant innovations in connectivity, security, and user experience, allowing familiar applications to upgrade and enhance their functionalities [3][4] - The "Tap to Share" feature has expanded, with over 60 applications now supporting it, facilitating seamless content sharing across devices [3][5] - Enhanced security features include AI privacy protection and end-to-end encryption for file sharing, ensuring user privacy and data security [3][4] Group 3: Performance Enhancements - The system has achieved significant performance improvements, with applications now launching and loading in seconds, enhancing user experience in various scenarios such as shopping and gaming [5][6] - Users can experience a 20% increase in shopping speed during live broadcasts, and a 1GB PDF file can be opened in just 0.6 seconds [5][6] Group 4: AI Integration - HarmonyOS 6 is advancing towards AI integration, with over 80 intelligent agents launched, covering areas like education, healthcare, and entertainment, making the user experience more intuitive and efficient [6][7] - New intelligent agents include the "Mai Bao" for event services and the "JD Shopping Assistant," which enhances shopping efficiency through personalized recommendations [6][7] Group 5: Ecosystem Development - The HarmonyOS ecosystem has seen significant development, with over 60 Tencent applications now available, and major updates from other leading applications like Gaode Map and Taobao [7][8] - Continuous feedback from users is encouraged to further enhance the ecosystem, emphasizing the collaborative effort between Huawei and its partners to create a more robust HarmonyOS experience [8][9]

Core Viewpoint - Huawei's MatePad Pro Flowing Gold Edition has officially launched, featuring a premium bundle that enhances productivity for users [1] Display Technology - The MatePad Pro boasts a 12.2-inch dual-layer OLED screen with a peak brightness of 2000 nits, ensuring clear visibility even in bright outdoor conditions [3] - The AI Pixel optical engine improves color uniformity by 30%, with a resolution of 2800*1840 and a color accuracy of ΔE<1, making it suitable for HDR content and professional color design [3] User Experience and Productivity - The device supports a range of applications similar to those found on computers, including WPS Office and advanced video editing tools, enhancing user productivity [6] - New applications like CAJViewer and Wukong Image expand the device's usability for academic research and design, respectively [8] - Features like multi-window support and smart interconnectivity enhance the user experience, allowing seamless operation across devices [8] Creative Capabilities - The MatePad Pro includes tools for artistic creation, such as the Tian Sheng Hui Hua app, which lowers the barrier for professional drawing [10] - Huawei Notes offers real-time AI handwriting adjustments and cross-device collaboration, making knowledge management more efficient [10] Performance and System - The device's innovative cooling architecture and HarmonyOS optimization result in a 30% performance improvement, maintaining stability during intensive tasks [12] - Users can experience the next-generation HarmonyOS 6, which enhances smart interaction and security features [13] Strategic Positioning - Huawei's approach combines hardware, software, and services, creating a comprehensive productivity ecosystem that sets it apart in the market [17]

Event Overview - The "Harmony Starry Night Gala" will be held on November 28, 2025, at the Longgang Universiade Sports Center in Shenzhen, showcasing the achievements of the Harmony operating system as China's first fully domestically developed and controllable OS [1] HarmonyOS 6 Release - Huawei officially launched HarmonyOS 6 on October 22, marking a transition of the Harmony ecosystem from "usable" to "user-friendly" and "constantly innovative" [3] - The new Harmony Intelligent Agent Framework (HMAF) establishes a unified language and communication protocol for AI ecosystems, addressing the industry's pain points of agent incompatibility and collaboration difficulties [3] - As of August 31, over 9,200 contributors have contributed more than 130 million lines of code to the open-source Harmony community, with over 480 partners involved in co-construction and more than 1,300 products passing compatibility testing [3] Mate 80 Series Anticipation - The new flagship Mate 80 series is expected to be unveiled in mid to late November, possibly on the day of the gala [4] - The series will include four models: Mate 80, Mate 80 Pro, Mate 80 Pro+, and Mate 80 RS, all equipped with HarmonyOS 6.0 and the new Kirin 9030 chip, promising significant performance improvements [4] - Features may include a 6,000mAh silicon-carbon battery with 100W wired fast charging and under-display 3D facial recognition [4] Market Reaction - Following the announcement of the OpenHarmony 5.0 Release at the third OpenHarmony Technology Conference on October 12, 2024, Harmony concept stocks collectively surged [5] Related Companies - Companies that interacted with the announcement of the "Harmony Starry Night Gala" include Haocen Software, Newcapec, SF Holding, China Ping An, CICC, and 360 [7]