Hong Kong stock concept tracking|The official version of native HarmonyOS will be launched next week. The HarmonyOS ecosystem welcomes new development opportunities (with concept stocks).

On March 12th, the Chairman of Huawei's Consumer Business Group (BG) announced that they will launch the "first native HarmonyOS official version smartphone" next week. Yu Chengdong stated that since the public beta of the native HarmonyOS started in October last year, they have received over 4 million optimization suggestions from users. The system has gone through more than 30 iterations and introduced over 150 new features. Currently, there are over 20,000 native HarmonyOS applications and core services available, with popular apps like WeChat, TikTok, Alipay, Amap, and JD.com having over 2 million downloads each. CITIC SEC released a research report stating that by 2025, Huawei is expected to continue innovating in various intelligent terminals. Based on hardware forms, HarmonyOS upgrades, and product lineup, CITIC SEC believes that products worth paying attention to include the first HarmonyOS+ folding PC, folding smartphones, and mid-to-low-end smartphones. Changjiang pointed out that the continuous updates of native HarmonyOS applications and ecosystem development will help promote the adoption of HarmonyOS and benefit the entire HarmonyOS ecosystem chain. CITIC SEC is optimistic about the increasing penetration rate of HarmonyOS and the accelerated formation of its software ecosystem. HarmonyOS ecosystem partners are expected to encounter development opportunities. Hong Kong-listed companies related to the HarmonyOS ecosystem include: - VanceInfo Technologies (00354): VanceInfo Technologies is a diamond service provider for the development and training of native HarmonyOS applications, benefiting greatly from the development of pure HarmonyOS. Citigroup's report states that AI engines/agents developed for Huawei and other enterprise customers will become supportive drivers for HarmonyOS applications.