未知机构：鸿蒙PC即将发布关注华为鸿蒙机会中信证券计算机终端全面-20250507

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].