Huawei harmony OS 3.0 is about to unveil. Is there an opportunity for Hongmeng yuan universe concept stocks?

Huawei Hongmeng harmony OS 2.0 broke the monopoly of Android and apple IOS systems and was quickly applied in many industries. Now, new news about the version of harmony OS 3.0 (hereinafter referred to as Hongmeng 3) continues to spread.

On February 24, it was reported that Huawei harmony OS 3.0 will start internal testing in March, and the adaptation of new features has reached the second batch of platforms. The official version of harmony OS 3.0 is expected to be released in July this year.

Through interviews with Huawei executives, engineers and developers, the reporter of Securities Daily learned that Hongmeng 3 will continue to implement the previous preview version of aiot route, and Hongmeng 3 mobile phone will be the unified control center of Hongmeng automobile, UAV and other terminal platforms, as well as the continuation of the distributed bus characteristics of Hongmeng OS, And will further explore the possibility of Hongmeng’s development in the direction of the meta universe.

harmony OS 3.0 development version will be launched as soon as next week

The developer preview version of Hongmeng 3 was unveiled at Huawei HDC conference in October last year. At present, the full amount of open source code has been updated to version 3. The outside world also has a lot of speculation about the performance and official release time of Hongmeng 3.

“According to the plan, Hongmeng 3 will not wait long. This system carries many functions. Hongmeng 3 will become the unified control center of Hongmeng automobile, UAV and other terminal platforms, which is the key to consolidate and expand Hongmeng ecology.” Huawei executives said.

It is understood that, unlike the cross screen collaboration of the previous version of Hongmeng system, Hongmeng 3 once again optimizes the distributed collaborative computing capability of the system, and will upgrade the system architecture, super terminal and one-time development and multi terminal deployment, so as to realize the interconnection between home appliances, tablets and even cars and UAVs.

“Hongmeng developers have carried out R & D and application adaptation around harmony OS 3.0, and have gradually matured, and the preliminary work has been in place.” A Huawei Hongmeng developer engineer told reporters.

It is revealed that the development version of Huawei harmony OS 3.0 will be launched as soon as next week and will be launched soon.

“Hongmeng 3 operating system will first be provided to app developers, that is, the development version. It will not be officially pushed to users until the app adaptation and development are almost the same.” People familiar with the matter said.

layout yuan universe paves the way for Hongmeng

Taking Hongmeng 3 as an opportunity, Huawei plans to fully roll out the Hongmeng system in the meta universe.

“Hongmeng 3 will make another breakthrough and truly make the interconnection of things move towards the interconnection of all things, which is the foundation of the meta universe. Huawei took the opportunity to further explore the possibility of Hongmeng’s development in the direction of the meta universe.” The above-mentioned senior people said.

In fact, at present, Huawei has carried out diversified layout around the meta universe.

In the AR / XR field, Huawei’s layout in vrglass, XR dedicated chip and AR engine engine has gradually matured. Li Tengyue, President of Huawei’s VR / AR product line, previously said that Huawei’s ar engine has been installed more than 1.1 billion times, covering 106 models and accessing more than 2000 applications.

At the same time, Huawei Hongmeng also accesses the system with Perfect World Co.Ltd(002624) , Giant Network Group Co.Ltd(002558) and other game companies. At the end of last year, it and Perfect World Co.Ltd(002624) announced that they would work together on the era engine to explore the meta universe in the 5g era. On February 22, Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) Secretary also revealed that he had cooperated with Huawei on IP content and explored new models.

In terms of intellectual property rights, Huawei has frequently applied for the registration of trademarks such as “meta-fi”, “hongmengyuan service” and “hongmengyuan program” in recent months. Where meta is the prefix of metaverse.

Tianyancha shows that Huawei has applied for the registration of more than 23 trademarks involving “meta” and “Yuan”, including website services, education and entertainment, communication services, scientific instruments, etc. Some trademarks involving meta and Yuan services have been registered, and others are still “waiting for substantive review”.

Referring to “cutting-edge technology”, Ren Zhengfei once said that “Huawei will try to shoot indiscriminately and let the bullet fly for a while. If there is a response, it will shoot again. But the premise is to do its main business well first.” Today, Huawei obviously wants to collect its “bullets” in the meta universe and make an overall layout.

“At present, Huawei has made a good layout in terms of multiple entrances, chips and systems. Hardware entrances and software entrances complement each other, and the operating system is indispensable as an important part of the adaptation meta universe. While Huawei is making efforts to develop hardware entrances such as VR, Hongmeng 3 can be used as a software infrastructure to consolidate it in the whole chain and speed up its penetration into all links.” Huawei Ma Chao said.

the market of Hongmeng yuan universe concept stocks is rising

The dividend of mobile Internet has peaked and gradually subsided. As the carrier of the integration of virtual world and real world, metauniverse contains great opportunities for social, game, office and other scene changes, allowing technology giants such as Huawei and apple to enter.

According to Wang Haoyu, managing director of Yixin wealth and head of capital market, whether Apple or Huawei, the competition for the entrance is very fierce, but no one is particularly ahead. Just like the marathon, it may be 500 meters ahead temporarily, but it is not certain who can really run out in the remaining tens of kilometers.

Even so, Huawei’s layout in the meta universe has affected a capital market industrial chain. At present, there have been a number of stocks crossed by Hongmeng concept and meta universe concept in the market: Talkweb Information System Co.Ltd(002261) , Goertek Inc(002241) , Jiangsu Hoperun Software Co.Ltd(300339) , Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) , Giant Network Group Co.Ltd(002558) .

Wang Haoyu believes that VR / AR hardware equipment is the entrance of the meta universe and the first field in the industrial chain. Relevant sensors, processing chips, screen display and electronic acoustics stocks will also benefit accordingly; From the perspective of extension, in addition to mobile terminals, smart homes, smart cars and other fields, there will be many investment opportunities in industry application scenarios and content industry chains that deserve attention. With the release of Hongmeng 3, Hongmeng yuan universe concept stocks will perform in the secondary market.

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