The new upgraded version of Hongmeng system is on the stage, and these A- share companies "dance" in the ecosystem"
DATE:  Aug 19 2023

recently, the new upgrade of the HarmonyOS 4 blockbuster debut, causing concern. The first pure electric coupe model of Huawei's smart car selection business will also be equipped with HarmonyOS 4, which is expected to debut this quarter. It is found that in the-share market, a number of listed companies participate in the ecological construction of Hongmeng.

Source: Photograph Network

the new upgraded version of hongmeng system has been officially released, and hongmeng ecology has accelerated its development

at the recently held 2023 Huawei developer conference, a series of leading technologies such as hongmeng operating system HarmonyOS 4 (hereinafter referred to as "hongmeng 4"), the newly upgraded hongmeng development kit, and the preview version of HarmonyOS Next developer were released to attract market attention.

It is reported that the Hongmeng system is a "future-oriented", for the whole scene (mobile office, sports health, social communication, media entertainment, etc.) distributed operating system. Since its official release in 2019, the Hongmeng system has undergone three major updates, and the application scenarios equipped with Hongmeng technology continue to expand. Data show that Huawei's Hongmeng ecological equipment exceeds 0.7 billion, the number of developers exceeds 2.2 million, API calls exceed 59 billion times a day, and the number of active users of the development tool DevEco exceeds 400000.

In order to further meet the needs of users for self-expression, Hongmeng 4 has added functions such as personalized themes and panoramic weather wallpapers to easily realize rich and diverse new visual and interactive experiences and help users create their own Hongmeng world. Hongmeng 4 uses the new Huawei Ark engine to achieve significant improvements in graphics, multimedia, memory, scheduling, storage, low power consumption and other capabilities.

it is reported that hongmeng 4 will break through again in the fields of car machine system and multi-modal interaction, and integrate AI technology more deeply. At the same time, Hongmeng 4 is also expected to carry the current hot AI large model technology, and a breakthrough upgrade.

Yu Chengdong, managing director of Huawei, CEO of terminal business and CEO of smart car solutions group, said Hongmeng 4 will be connected to AI model. With the empowerment of Huawei's Pangu model, Huawei's AI mobile phone voice assistant Xiaoyi continues to enhance in three directions: intelligent interaction, efficient productivity improvement and personalized service, bringing new AI experience changes to users.

In addition, reports show that in the second half of this year, Huawei will continue to update the HarmonyOS 4 adaptation of Huawei's smart meters, smart screens, routers and other products.

A number of A- share companies participate in the ecological construction of Hongmeng system

In recent years, the ecology of Hongmeng has continued to expand. In the field of A- share listed companies, many companies participated in it, and new breakthroughs were made in related technologies.

Tuowei Information (002261.SZ) continues to cultivate software cloud services, domestic intelligent computing, open source Hongmeng three core business. Since 2020, the company continued to card open source Hongmeng ecological core co-construction, from application software to basic software extension layout, and in December 2021 established Hunan Kaihong Zhigu Digital Industry Development Co., Ltd. (hereinafter referred to as: Kaihong Zhigu). According to reports, Kaihong Zhigu took the lead in developing and releasing its own open source Hongmeng industry operating system "In Hongos" in the fields of education and transportation, and built a product matrix and innovative solutions based on open source Hongmeng. At present, the company has become Huawei in the field of Yipeng/Shengteng AI open source Hongmeng all-round strategic cooperation enterprises.

softcom power (301236.SZ) provides full stack open source hongmeng service from chip adaptation, operating system research and development to products and solutions, and has successively released 7 open source hongmeng development kits such as "sailing", "sailing", "sailing", "qihong" and "taking advantage of the wind", as well as open source hongmeng commercial software release version and transportation software release version, and help more than 400 partners to access Hongmeng Zhilian 900 a variety of products.

in October 2022, softcom power subsidiary honghu wanlian and godson zhongke (688047.SH) completed the adaptation of the "wind" development board open source hongmeng of the national chip godson 2K1000LA processor, and obtained the ecological product compatibility certificate issued by the open atom open source foundation. It is reported that this is the first through the compatibility certificate evaluation and support independent instruction set (LoongArch architecture) of the domestic chip development board.

zhengtong electronics (002197.SZ) has launched the first financial service terminal product ZT8669 equipped with OpenHarmony3.1 standard system. through compatibility evaluation, the product innovation integrates full-scene payment capability (bank card, passbook, code scanning, face brushing, digital RMB, etc.), realizing business expansion and innovation in the payment industry.

core sea technology (688595.SH) disclosed that many of the company's products have been successfully equipped with the adaptive OpenHarmony3.1 system, which serves as a communication bridge between terminal brand customers and Open Harmony, giving full play to its research and development advantages of full signal chain chips integrating "perception, calculation, control and connection" to empower more terminal customers. By the end of 2022, a total of 11 categories and 61 SKU products had been connected, with cumulative shipments exceeding 10 million.

Huawei's first pure electric sedan will be the first to take Hongmeng 4, and Huawei's car-making field will blossom in many ways

It is worth mentioning that on the occasion of the launch of Hongmeng 4, Yu Chengdong announced on Weibo on August 7 that the first pure electric coupe model of Huawei's smart car selection business will be the first to carry HarmonyOS 4. It will officially debut this quarter. It is reported that the model is Luxeed, which is jointly built by Huawei and Chery.

combing found that in the field of car manufacturing, a number of models equipped with Huawei Hongmeng system have been listed.

on may 7, 2022, beiqi blue valley (600733.SH) will launch the new HI version of polar fox alpha s, which is positioned as a high-end intelligent driving pure electric car. According to introduction, the car is the world's first mass production car equipped with HI Huawei's full stack intelligent car solution, the world's first mass production car supporting high-level intelligent driving on urban roads, and the world's first high-end pure electric mass production car equipped with Huawei's intelligent cockpit-Hongmeng car machine OS. The smart cockpit is equipped with the Hongmeng OS operating system and the Huawei Kirin car chip.

On June 25, 2022, Avita Technology, a subsidiary of Changan Automobile (000625.SZ), signed a comprehensive strategic cooperation agreement with Huawei to jointly build high-end smart cars. Avita's first smart electric coupe SUV Avita 11 is fully equipped with Huawei's smart driving, smart cockpit, smart network, smart electric, smart car cloud services and other solutions, is Huawei's full stack smart car solution landing heavyweight model.

on July 4, 2022, AITO brand jointly built by Huawei and silisi, a new energy brand owned by well-off shares (601127.SH), officially launched the second luxury smart large electric SUV M7. The M7 uses a newly upgraded Harmony OS smart cockpit.

in addition, in July 2022, Beijing automobile's SUV Rubik's cube will be listed, which is the first fuel car equipped with Huawei hongmeng intelligent cockpit in China.

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