21世纪经济报道记者周潇枭北京报道7月23日~24日，由开放原子开源基金会主办的"2025开放原子开源 生态大会"在北京举行。 工业和信息化部副部长熊继军出席大会表示，当前，数字浪潮席卷全球，技术的迭代步伐不断加快。开 源不仅是软件开发的协作模式，更是驱动经济社会高质量发展的核心基础设施。作为新型生产方式，开 源打破了创新的壁垒，共享前沿成果，营造合作创新的生态。从基础软件到人工智能的大模型，从云原 生的架构到智能设备的互联，开源有力地推动了技术的突破和应用，成为培育新质生产力，驱动高质量 发展的重要力量。 所谓开源，最初指开源软件，就是将软件的源代码公开，允许用户自由查看、使用、修改和分发的开发 模式。后来，开源这种开放、共享、协同的协作模式，逐渐拓展到云计算、大数据、区块链、人工智 能、生物工程、脑科学、智能驾驶、机器人、工业软件等多个领域。 熊继军表示，工业和信息化部认真贯彻落实党中央和国务院的部署，加强与各方面的协同配合，扎实推 动构建国内的开源体系，取得了一些成效。 从开源基础来看，开放原子开源基金会构建了连接国内外、贯通产学研的协同创新平台，推动代码的托 管平台加快建设、互联互通，科技企业、金融机 ...

Core Insights - Fourth Paradigm's Vice President Yu Hui presented at Huawei Developer Conference 2025, focusing on AI smart hardware development based on OpenHarmony and Hisilicon chips [1][6] - The company emphasizes the shift from traditional cloud models to edge models, highlighting benefits such as reduced latency, enhanced privacy, and offline capabilities [3][9] - Fourth Paradigm aims to contribute to the open-source Harmony ecosystem, inviting developers to participate in building a collaborative development environment [6][13] Edge Model Development - The edge model developed by Fourth Paradigm allows for local deployment, improving response speed and privacy while lowering costs compared to traditional cloud models [3][9] - The company has created an open platform that encourages participation from a wider range of developers, enhancing the potential for model performance [3][6] Product Development - Fourth Paradigm is developing a series of AI smart hardware products, including smartwatches, smart glasses, smart headphones, and smart speakers, leveraging OpenHarmony and Hisilicon chips [7][9] - The collaboration between Fourth Paradigm, OpenHarmony, and Hisilicon chips is seen as a significant step in integrating AI technology with operating systems and core chips [9][13] Industry Context - The Huawei Developer Conference serves as a major platform for technological advancements and trends in the ICT sector, showcasing innovations in distributed capabilities and smart interconnectivity solutions [10][11] - OpenHarmony is designed for seamless interconnectivity, allowing devices to share computational resources, thus creating a more integrated smart ecosystem [11][12]

Summary of Key Points from the Conference Call Industry and Company Involved - The conference call focuses on **Huawei's HarmonyOS** and its new **Harmony PC** product line, which is part of the broader **computer technology and ecosystem** sector [1][2]. Core Insights and Arguments - **Harmony PC Launch**: Huawei will officially unveil the Harmony PC on May 8, with a full product release expected on May 22. The devices will run on **HarmonyOS 5.0**, representing a significant step into the Harmony ecosystem for Huawei's terminal products [1][2]. - **Product Design**: The Harmony PC is described as a combination of a tablet and a keyboard, indicating a versatile design aimed at enhancing user experience [1][2]. - **Future Products**: There are plans for additional products featuring **OpenHarmony**, targeting the **Xinchuang market** with a dedicated distribution version [2]. - **Ecosystem Growth**: The HarmonyOS ecosystem is rapidly expanding, with over **20,000 native Harmony applications** and services already available. Huawei aims to reach **100,000 applications** by 2025, highlighting ambitious growth targets [2]. - **User Experience Enhancement**: The Harmony PC is expected to support Windows software through a virtual machine installation, which aims to improve user experience by bridging compatibility gaps [2]. - **Long-term Opportunities**: The significant iteration of the Harmony PC and the expansion of OpenHarmony into various industries are seen as long-term ecological opportunities for Huawei [2]. Other Important but Potentially Overlooked Content - **Investment Recommendations**: Analysts suggest monitoring companies such as **Zhiwei Intelligent, Softcom Power, China Software International, Runhe Software, Yaxin Security, Fabon Information, Changshan Beiming, Tuo Wei Information, and Chengmai Technology** as potential beneficiaries of the Harmony ecosystem's growth [2].

Summary of Key Points from the Conference Call Industry and Company Involved - The discussion revolves around the **Huawei HarmonyOS** and its upcoming **Harmony PC** launch, marking a significant shift in the computing industry towards HarmonyOS integration [1][2]. Core Insights and Arguments - **Launch of Harmony PC**: The Harmony PC is set to be released in May, fully equipped with HarmonyOS 5.0, indicating Huawei's transition away from Windows systems for its PCs [1]. - **OpenHarmony Compatibility**: OpenHarmony will target the domestic innovation market with a version that is compatible with Linux, enhancing its appeal in various sectors [1]. - **Ecosystem Growth**: The HarmonyOS ecosystem is rapidly expanding, with over **20,000 native Harmony applications** and services already available. Huawei aims to reach **100,000 applications** by 2025, showcasing its commitment to ecosystem development [1]. - **User Experience Enhancement**: The Harmony PC is expected to utilize a virtual machine installation method to ensure compatibility with Windows software, thereby improving user experience [2]. Additional Important Content - **Long-term Opportunities**: The significant iteration of Harmony PC and the expansion of OpenHarmony into more industries present long-term ecological opportunities for investors [2]. - **Recommended Companies**: The call suggests monitoring companies such as **Zhiwei Intelligent**, **Softcom Power**, **China Software International**, **Runhe Software**, **Yaxin Security**, **Fabian Information**, **Changshan Beiming**, **Tuo Wei Information**, and **Chengmai Technology** for potential investment opportunities related to the Harmony ecosystem [2].