Boiling! Huawei's big moves continue, and related companies want to take off? (Attached Shares)

As a company with strong research and development strength, although Huawei has not been listed on its own, its every move will cause a reaction from the A-share market, from the concept of Hongmeng to the concept of Ascend.

Recently, Huawei has released a series of big moves, not only the first vertical folding flagship phone Huawei P50 treasure box, but also the first smart car equipped with the new HarmonyOS smart cockpit.

Huawei released two blockbuster products

On December 23, Huawei held a winter flagship new product launch in Shenzhen. This conference can be described as a lot of highlights.

The first is the release of Huawei's first vertical folding flagship mobile phone, the Huawei P50 treasure box, priced from 8988 yuan. Huawei P50 treasure box has three color matching, crystal diamond white, obsidian black 8GB + 256GB price is 8988 yuan. Huawei P50 treasure box art customized version (gilded gold) 12GB + 512GB version is priced at 10988 yuan.

According to reports, the HUAWEI P50 Pocket in the folded state can be seamlessly folded and thin, and it is light and comfortable to hold. When you turn it on, the HUAWEI P50 Pocket is another large-screen mobile phone, with a 6.9-inch theater screen, and a 21:9 screen ratio can bring a better experience.

For the future demand for folding screen mobile phones, Southwest Securities expects that the global shipments of folding screen mobile phones will reach 18 million to 20 million in 2022, an increase of more than 100% year-on-year, and the penetration rate will rise from 0.18% in 2021 to 1.83%. Consumers' potential demand for smartphone large-screen portability is far from being met, and the penetration rate of folding screen mobile phones still has room for substantial improvement in the future.

According to the research institute DSCC report, the shipment of folding screen mobile phones in the third quarter of 2021 reached 2.6 million, an increase of 215% from the previous quarter and an increase of 480% year-on-year. Samsung accounts for 93% of folding screen mobile phone shipments, and Huawei ranks second in shipments, accounting for 6%.

In addition to folding mobile phones, the conference attracted everyone's attention more than the release of Huawei's first smart car equipped with the new HarmonyOS smart cockpit.

It is reported that this smart car is the AITO M5 intelligent car cooperated by Huawei Smart Selection and Xilis, a subsidiary of Xiaokang Group

According to reports, AITO Qingjie M5 is equipped with HUAWEIDriveONE pure electric drive range extender platform, its 1.5T four-cylinder range extender 3.0 liters of oil can generate 3.2 kWh of electricity, and the vehicle can achieve CLTC working life of 1242 kilometers under full oil conditions, solving the problem of energy replenishment anxiety. The intelligent four-wheel drive combination of front asynchronous AC motor + rear permanent magnet synchronous motor can reach a peak power of 365kW, and the vehicle accelerates by 4.4 seconds from 100 kilometers.

It is worth noting that GF Securities also released the first securities service application based on HarmonyOS smart cockpit on the same day, which is one of the first car and machine applications of HarmonyOS smart cockpit. GF Securities also became the first brokerage to access the HarmonyOS smart cockpit.

In addition, the watch D smart watch and the first Hongmeng system Huawei smart glasses were also released at the press conference.

Related enterprises ushered in a positive

Among them, whether it is a new folding screen mobile phone or a smart car M5, Hongmeng operating system is the key to it.

Yu Chengdong said that in the future, more and more users are expected to join the new era of the Internet of Everything and experience better products and services. Yu Chengdong also disclosed that at present, the number of devices equipped with HarmonyOS in the world has exceeded 320 million, and Hongmeng has become the fastest growing operating system and the third largest intelligent terminal operating system in the world.

So what are the hongmeng concepts in the A-share market? Take a look at the image below:

In addition to the Hongmeng concept, Huawei-related concepts have previously been hyped by the market as well as the Ascend concept and the Euler concept.

Ascend Concept related companies include Oriental Guoxin, Shensi Electronics, Chuanda Zhisheng, MMS and so on.

Among them, Oriental Guoxinhe and Chuanda Zhisheng signed strategic cooperation agreements with Huawei on Kunpeng and Ascend products in the field of operators and other fields.

Shensi Electronics has passed compatibility testing and product solutions to join the Ascend ecosystem; MMS is one of Huawei's first 100 Kunpeng + Ascend ISV partners.

Euler concept related companies include ArcherMind Technology, OrientCom, China Software and so on.

Among them, Tongxin Software, a subsidiary of ArcherMind Technology, is a strategic partner of Huawei Euler. Orientcom joined the Huawei openEuler community to build a basic software ecosystem with the community. As the second largest contributor to the openEuler community, Kirin Software, a subsidiary of China Software, has made remarkable achievements in community contribution, technology route promotion, and market volume.

Why do A-shares hype the Huawei concept

The reason why the market is so keen to hype Huawei-related concepts lies in the strength and particularity of Huawei as a company.

Taking Hongmeng system as an example, as an operating system based on the birth of the Internet of Everything, the positioning of Hongmeng system is based on the operating system of all-scenario intelligent devices.

To put it simply, compared with Apple's iOS and Google Android, Huawei's Hongmeng system is not only an operating system that can adapt to smartphones, but also compatible with a series of smart terminals such as tablets and watches. Therefore, compared with Apple iOS and Google Android, the biggest feature of Huawei's Hongmeng system is that it can solve the "compatibility" problem that exists between different devices.

Everbright Securities pointed out that Hongmeng system has three major advantages over its competitors.

The first is the time of day: the game of great powers has become the norm, and the country has established the strategic position of its own operating system.

The U.S. blockade of China's core technology has a long history, and since 2018, the technology blockade has continued to increase, and the United States has repeatedly included hundreds of Chinese companies in the entity list for export control. At the same time, China's information security has also been threatened many times. Therefore, the need for Independent Innovation and Development in China has become more and more urgent.

The second is geographical advantage: the distributed soft bus enables multiple devices to be integrated, and the microkernel architecture is future-oriented.

Hongmeng's original distributed soft bus technology will enable terminal devices to break the hardware boundary and enable users to achieve a seamless collaborative experience across terminals. Previously, the connection and data transmission between hardware devices relied on a hard bus, that is, a physical wire. With the development of wireless technology, the interconnection of devices began to be wireless.

The third is people: ecological construction has achieved initial results, and the future still needs to move forward.

Huawei donated the harmonyOS L0-L2 branch source code to the Open Atom Open Source Foundation to form the open source Hongmeng project group.

The Open Atom Open Source Foundation is the first open source foundation in China, and the establishment of the foundation marks a key step in China's promotion of the development of science and technology and industries on a global scale.