12月20日，很多人看到 "鸿蒙星光盛典"的舞台时，心中想必感慨万千。 6年前，我们很难想到，鸿蒙5和鸿蒙6的终端设备能够超过 3200万台，并且还在以每天超15万台的 速度不断新增。 2019年，华为一度登顶全球最大手机厂商，当时仍循常规使用安卓操作系统。同年5月中旬，在一纸 禁令的影响下，华为并未妥协退让，旋即拿出了自主研发的操作系统"鸿蒙"。只是当初，几乎无人相 信这个尚显稚嫩的系统真能挽救华为于危局。 时至今日，鸿蒙已与安卓、iOS形成鼎足之势，为全球用户提供了新的选择。但这并非一路开挂的逆 袭爽文，华为与鸿蒙也并无"主角光环"加持。许多人将鸿蒙的成功归因于华为深厚的技术积淀，却往 往忽视了这一路走来的雨雪风霜。 即便开发者一心想支持鸿蒙，但只要鸿蒙继续兼容安卓，他们便缺乏足够的动力去开发独立的鸿蒙应 用——既然用户仍可运行安卓版本，又何必额外投入成本去开发一个鸿蒙原生版本？ 因此，华为内部在技术路线的关键抉择上，曾围绕"延续兼容安卓的双框架"与"转向全自研单框架"展 开过极为激烈的讨论，最终"全自研单框架"路线成为共识。 一道难解的题 外界对鸿蒙的观望，根源在于操作系统的真正壁垒远非技术本身，而在于 ...

Group 1 - The National Development and Reform Commission and another department issued guidelines for the deployment and application of AI large models in the public sector, indicating that the software industry is accelerating its evolution under the empowerment of large models [1] - Two major rare earth giants have raised prices by 37% month-on-month, with institutions stating that the industry is showing a resonance pattern on both supply and demand sides; one company specializes in high-performance rare earth permanent magnet materials such as sintered neodymium iron boron and sintered samarium cobalt [1] - A company has established a full-chain industry layout from storage chip packaging and testing to storage module assembly [1]

Core Insights - Huawei's nova 14 series and HarmonyOS computer products were launched, marking a significant upgrade in the Harmony ecosystem and smart office experience [1] - WPS Office has completed a major technical overhaul, involving the restructuring of over 40 million lines of code to ensure smooth operation on the HarmonyOS [2] - The introduction of innovative features such as "Dual-Screen Control Mode" and AI-generated professional-level PPTs enhances user productivity and collaboration [3] Group 1 - The WPS Harmony version has achieved full integration with Harmony PC hardware, introducing a "Dual-Screen Control Mode" for the HUAWEI MateBook Fold [1] - WPS AI has successfully migrated dozens of AI functionalities to the Harmony operating system, significantly improving office efficiency and creating a seamless multi-device collaboration ecosystem [2] - Users can edit documents across devices, with features like cross-device material library synchronization enhancing workflow [2] Group 2 - The "Dual-Screen Control Mode" allows for real-time access to prompts and notes while presenting, improving presentation management [3] - WPS AI can generate professional-level PPTs instantly based on user commands, showcasing the advanced capabilities of the software [3] - The collaboration between Kingsoft Office and Huawei represents a significant milestone, with expectations for deeper integration of AI technology in office scenarios [3]

Group 1: Core Insights - Huawei's HarmonyOS PC launch marks a significant breakthrough for domestic operating systems in the PC sector, transitioning from 0 to 1 [1] - The launch creates new opportunities for the domestic software ecosystem, particularly in the A-share market [1] Group 2: Domestic Chip Sector - Domestic chip sector is seen as the core foundation for computing autonomy, with a projected increase in market share from 8% to 25% by 2025 [3] - Key players include LoongArch architecture for government use, Hygon for compatibility, and Jingjia Micro for GPU supply [3] - R&D expenses for relevant companies exceed 20%, with Loongson reaching 28.7% in Q1 2024 [3] Group 3: Operating System Ecosystem - The HarmonyOS PC has over 1,200 compatible software applications, focusing on government, education, and finance sectors [3] - Key software partners include Kingsoft for office software, Zhongwang for industrial design, and Sangfor for information security [3] Group 4: Whole Machine Manufacturing - The supply chain is undergoing reconstruction, with significant opportunities for ODM/OEM manufacturers [5] Group 5: AI PC Innovations - HarmonyOS differentiates itself with core AI functionalities, benefiting various sectors [6] Group 6: Semiconductor Equipment and Materials - Key semiconductor equipment companies include Zhongwei for etching equipment, Hu Silicon for 12-inch wafers, and Yake Technology for photoresists [7] - By 2024, domestic semiconductor equipment penetration is expected to exceed 25% [7] Group 7: Market Opportunities - Huawei's MateBook is expected to switch entirely to HarmonyOS, targeting an 18% market share by 2025 [7] - Clear orders from government agencies, with 100,000 units at a price range of 6,000 to 8,000 yuan [7] - Annual procurement for government agencies is around 3 million units, with a 60% replacement target over the next three years [7]