智通财经APP获悉,中软国际(00354)急升逾5%,截至发稿,涨4.62%,报5.89港元,成交额5937.45万港元。
消息面上,华为常务董事、终端BG董事长余承东此前表示,2024年前三季度,搭载鸿蒙系统的华为旗舰手机发货量同比增长71%,其中Pura70系列发货量同比增长154%。IDC发布报告显示,2024年第三季度,华为出货量同比大增42%,市场份额达到15.3%,位居中国市场第三位。此外,华为在本月推出了鸿蒙原生5.0移动操作系统,这是首个实现系统底座全部自研的国产操作系统。目前,已经有超1.5万个鸿蒙原生应用和元服务上线,搭载鸿蒙操作系统的生态设备已超过10亿台。
中信证券表示,看好鸿蒙OS的渗透率提升及软件生态持续加速成型,鸿蒙生态合作伙伴有望迎来发展机遇。国信证券则指出,纯血鸿蒙市场潜力巨大,中软国际为鸿蒙原生应用开发及培训钻石服务商,充分受益于纯血鸿蒙的发展;公司同深开鸿深度绑定,共同推进鸿蒙行业解决方案,预计业绩逐步释放。
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