Hong Kong Stock Concept Tracking | Huawei HDC Conference is about to be held, attention on HarmonyOS ecosystem chain (with concept stocks)

Institution expects Huawei to launch HarmonyOS NEXT Beta version during HDC 2024 (June 21-23), with the official version set to be released in 2024Q4 along with the Mate 70 series, which will no longer be compatible with Android.

According to financial media, the native ecosystem of Hongmeng is positioned as Huawei's "Number One Project" for 2024. Considering the adaptation pace and strong demand, it is expected to achieve 5,000+ by the end of the year, ultimately reaching 500,000+ Hongmeng native applications.

In 2024Q1, the domestic market share of HarmonyOS is 17% (up 9% year-on-year, up 1% month-on-month), surpassing iOS to become the second largest operating system in China.

Xiaoyi, the intelligent voice assistant of HarmonyOS 4.0, is integrated with the Pangu 3.0 large model, enhancing smart interactions and productivity.

One of the features of HarmonyOS NEXT is "native intelligence," where Huawei combines the operating system layer of Hongmeng with the model layer of Pangu to jointly build AIOS.

Regarding Hongmeng OS: it is expected to drive Hongmeng app development, atomic services, and application migration needs.

Open-source Hongmeng OS: under the background of policies and great security, industry distribution version monetization is achieved through licensing, integrated software and hardware products, etc.

CITIC Securities' research report indicates that the Huawei HDC conference is about to be held, where the Pangu large model 5.0 and HarmonyOS NEXT Hongmeng Galaxy Edition will debut together for the first time, potentially accelerating the construction of a pure Hongmeng ecosystem and product implementation.

Hongmeng Industrial Chain + Deeply Bound Huawei-related Companies:

Neusoft Corporation (00354): A HarmonyOS element service partner with complete north-south capabilities, deeply involved in the promotion and empowerment of the Hongmeng ecosystem, driving performance growth with the Hongmeng momentum. The company, in collaboration with Beijing Institute of Technology and Shenzhen Kaihong Digital Industry Development Co., Ltd., has established the Open Source Hongmeng Talent Class at the Information Technology Innovation Institute of Beihang University. The Open Source Hongmeng Talent Class is the first domestic operating system major class established by a 985 university, aiming to promote the prosperity of the open-source Hongmeng ecosystem, cultivate a new generation of leading talents in open-source Hongmeng technology, and accelerate the innovation and development of the national software industry through the construction of characteristic demonstration professional classes jointly developed by universities and enterprises.

Yidu Tech (02158): Yidu Tech's large model is built on Huawei's Ascend AI computing power. Currently, Yidu Tech's large model has outperformed GPT3.5 in multiple medical specific task scenarios such as differential diagnosis, basic medicine, general medicine, clinical internal medicine, clinical surgery, and professional qualification examinations. The accuracy and recall rate of the large model in data structuring tasks are also much higher than those of models with similar parameters. Currently, Yidu Tech's large model has been applied in multiple top 20 national hospitals. According to the fourth batch of deep synthesis service algorithm filing information released by the National Internet Information Office, Yidu Tech's large model has successfully passed the algorithm filing, marking the recognition of its technical strength and the security and compliance of its algorithms at the national level