资源描述
1 / 17 2021 06 24 - -2021.6.17 - -2021.6.14 - OS 2 IoT -2021.6.8 S0790520080001 S0790120100007 OS OS IDE IOT OS 2025 246 120 IOT OS Harmony OS 1+8+N 300 IOT 24 OS 9 2021 3 1 IOT ICT 3 1 OS OS HK 2 3 HK -31% -15% 0% 15% 31% 46% 2020-06 2020-10 2021-02 3002 / 17 1 “ ” . 3 1.1 “ ” . 3 1.2 . 4 1.3 OS . 5 2 . 6 2.1 IOT “ ” . 6 2.2 OS “ ” . 8 3 Harmony OS Connect . 10 3.1 200+ . 10 3.2 Harmony OS Connect . 11 3.3 Harmony OS . 13 3.4 . 14 4 . 14 5 . 15 1 2021 6 Harmony OS 2.0 . 3 2 “1+8+N” . 3 3 . 4 4 . 5 5 . 5 6 . 6 7 . 6 8 read IPC . 7 9 . 7 10 . 8 11 2025 246 . 8 12 2025 120 . 8 13 2020 . 9 14 Open Harmony 3 . 9 15 2023 Fuchsia OS . 10 16 . 11 17 . 11 18 . 12 19 OS . 12 20 . 13 21 OpenHarmony . 13 1 . 4 2 2021.06.23 . 143 / 17 1 10 2012 2016 2017 1.0 2019 2021 Harmony OS 2.0 128MB-4GB IOT 1 2021 6 Harmony OS 2.0 1.1 5G 1+8+N IOT IOT 2 1+8+N 128MB IOT 12GB4 / 17 3 1.2 Linux Linux 1 CSDN Java C C+5 / 17 4 C 1.3 OS OS /WI-FI 2.0 APP 56 / 17 6 7 2 2.1 IOT OS IDE IOT OS OS OS IOT IDE OS windows Fuchsia( Android)7 / 17 OS IPC 25.7% 8 read IPC CSDN Profile 9 CSDN IDE JA V A C C+8 / 17 40+TOP 10 2.2 OS IoT Analytics 2025 246 120 2019- 2025E 11 2025 246 12 2025 120 IoT Analytics 0 50 100 150 200 250 300 2015 2016 2017 2018 2019 2020E 2021E 2022E 2023E 2024E 2025E 全球物联 网设备 连接数 量（亿 ） 0 50 100 150 2018 2019 2020E 20201E 2022E 2025E 中国物联 网连接 设备数 量（亿9 / 17 OS 2020 5 13 2020 Lite OS Open Harmony 2015 Lite OS OS Open Harmony 3 Lite Standard Standard+AOSP 14 Open Harmony 3 Fuchsia OS OS 9To5 Google Google Nest Hub Fuchsia OS 2023 Fuchsia OS 22.0% 15.0% 14.0% 12.0% 12.0% 9.0% 7.0% 4.0% 3.0% 2.0% 制造业/ 工业 交通/ 车联 网 智慧能源 智慧零售 智慧城市 智慧医疗 智能物流10 / 17 OS OS 15 2023 Fuchsia OS Fuchsia 3 Harmony OS Connect 3.1 Harmony OS Harmony OS 1+8+N 300 IOT11 / 17 16 3.2 Harmony OS Connect Harmony OS Connect Harmony OS 36 22 15 2021 40 1 1712 / 17 200 70% WPS 120 Harmony OS 18 OS Harmony OS Connect Harmony OS Connect 2020 19 OS13 / 17 Harmony OS Connect 3.3 Harmony OS Harmony OS 2021 6 2 2021 3 2 1 Harmony OS 20 1 OS Open Harmony Android AOSP Android Open Source Project Open Harmony 2020 2021 10 4GB Open Harmony Harmony OS 21 OpenHarmony 202014 / 17 2 HarmonyOS IOT HarmonyOS Connect 3.4 OS 1+8 N 1+8+N 8 / PC AR/VR + app IOT N Harmony OS 5G Harmony OS 4 IOT ICT 300 1000 3 1 OS OS HK 2 3 HK) 2 2021.06.23 PE 2020A 2021E 2022E 2020A 2021E 2022E 300496.SZ 600.15 4.43 6.10 8.17 135.33 98.39 73.46 0354.HK 319.59 9.55 12.22 15.49 22.14 26.16 20.63 - 300339.SZ 374.23 1.67 - - 46.67 - - -15 / 17 PE 2020A 2021E 2022E 2020A 2021E 2022E 000158.SZ 191.35 1.01 - - 97.84 - - - 002261.SZ 100.61 0.48 164.59 - - - 300624.SZ 80.55 1.25 1.56 1.95 57.47 51.63 41.31 688111.SH 1767.93 8.78 11.69 15.27 215.76 151.23 115.78 300687.SZ 74.07 1.76 2.36 3.15 28.29 31.39 23.51 0268.HK 794.80 (3.35) (2.46) (1.26) (274.79) (323.09) (630.80) 300079.SZ 114.03 0.77 1.66 2.36 86.97 68.90 48.42 - 688078.SH 38.84 0.51 0.76 1.19 38.31 51.11 32.64 - Wind Wind 2021 6 23 1 =0.8345 516 / 17 2017 7 1 R4 C4 C5 C4 C5 Buy 20% outperform 5% 20% Neutral 5% 5% underperform 5% overweight Neutral underperform 612 A 300 50017 / 17 1788 1 10 200120 2030 1 45 518000 18 C2 16 100044 1 B 5 710065
展开阅读全文