Huawei's mobile phone business returned, and the follow-up chain reaction began. Now factories in Dongguan and other places, the recruitment scale has not only soared, but also significantly improved treatment. The full return of Huawei's mobile phone business has even greatly boosted all related industries. Shandong Weifang Goertek Acoustic Industrial Park, because of the receipt of Huawei's large orders, has also begun to recruit.
The release of Huawei Mate 60 has allowed the Chinese people to see the increasing possibility of a breakthrough in technological blockade. Several phenomenal things have occurred:
1. Apple's stock price turned downward, which could be the beginning of a rethinking of Apple's long-term moat.
2, the big sale of M7;
3, the explosion of Huawei concept stocks.
In April 2019, Huawei was suppressed by the world's strongest country, and it is destined to become stronger and stronger, remember the voice of the boss of HiSilicon at that time?
Today, Huawei's Mate60 industry chain stock rose sharply, and the typical representative of it is OFILM, which is somewhat emotional. OFILM's brightest moment should be the acquisition of the Chinese assets of Sony Lens Module Division in 18 years, as a chrysanthemum hardcore supply chain, and also entered the fruit supply chain 19 years ago. OFILM's revenue continued to grow rapidly 19 years ago, and its annual revenue has reached more than 50 billion yuan.
But 19 years later, he was sanctioned by the United States for problems related to the west, Apple kicked him out of the supply chain, and Chrysanthemum Terminal also fell sharply due to sanctions, and its annual revenue was only 14.8 billion yuan in 22 years. But with the return of chrysanthemums to the market, the next step is definitely to return to the upward channel with a large number of domestic supply chains. For example, OFILM's Nanchang factory recently added thousands of workers, working overtime day and night to rush to work on lens modules.
This is the power of Huawei's Kirin return, and the Mate60 series alone will bring more than 100 billion yuan of revenue growth to the domestic industrial chain. If you count the P series with higher sales, the annual revenue increase is 2000~300 billion yuan. These increments can directly increase 2~3 million high-paying jobs in the industrial chain. This is the most direct result of the autonomy of the high-end industrial chain.
In the third and fourth quarters, consumer electronics picked up $OFILM (SZ002456)$, and as a major supplier of HW, they suffered together in previous years, and the difficulties had to be under the scenery together.
But this is now everyone is expecting HW shipments to explode under optimistic expectations, objectively and calmly, a large number of shipments are due to the old MATE replacement demand in the previous two years, which belongs to HW to regain the share before it regained it. The fourth quarter will usher in a new Qualcomm platform, Xiaomi and other will release new machines, whether HW can acquire more non-Huawei users is the key to the future, including the previously lost European market. The actual chip platform performance still lags behind the top flagship, in this market that has been cultivated very fancy chip parameters to reverse the replacement choice of this part of the people is difficult, but I think the European market has more breakthrough opportunities, so how to obtain increment is the key.
Speaking of OFILM, mate's shipment expectations determine short-term data, the third quarter profit should be relatively stable, medium-term data to see how Huawei Nova mid-range model product strength, the probability is also equipped with the same series of chips, 9000s stock should be very large, and the cost of a single chip needs to be multi-device flat cost (the actual production process is different from TSMC if it brings higher manufacturing costs), whether the nova model equipped with 9000s can get better market expectations will determine the half-year data.
In the long run, depending on the progress of the on-board business, whether it can enter the core supply of the HW vehicle ecology and bring higher sales expectations to the new models released by HW in the fourth quarter, then OFILM will open a long-term upper limit and can be held for 24 years.
I will update the latest digital economy, ChatGPT, AI computing power, CPO/silicon photonics chips, big data, 6G satellites, data elements, new medical infrastructure, integrated die-casting, automotive intelligence, lidar, HUD, automotive chips, air suspension, L3 intelligent driving, PET copper foil, nano battery, 800V high voltage, photovoltaic HJT, TOPCON, perovskite, photovoltaic XBC, BIPV, IGBT chip, silicon carbide SIC, CTP/ CTC/CTB battery, 4680 battery, industrial mother machine, sea breeze flexible direct high voltage, new energy vehicle high voltage fast charging, high nickel ternary, carbon fiber, PET aluminum foil, PET copper foil, air source heat pump, new materials, traditional Chinese medicine innovative drugs, traditional Chinese medicine formula granules, rural revitalization, lithium mine, vanadium flow battery, sodium-ion battery, distributed energy storage, centralized energy storage, antigen detection and other latest theme hot mining, the future belongs to the structural market with high expectations. Grasping the core track and the intrinsic value logic of individual stocks is fundamental.
— END —
Like it before you look at it, and make it a habit
Disclaimer: Pictures, data from the Internet, reprinted only for communication and learning, if there is a copyright problem, please contact the author to delete