Reporter |
On January 4, the market was differentiated, and in the early stage, such as Liding Optoelectronics (605118. SH), WhatsMiner Power (603530. SH), Shangwei shares (603333. SH) and other strong stocks have died down, and even Huatai (001217.SZ) and ST Panda (600599.SH) of the fireworks concept have also broken their wings. However, the funds are also looking for a theme depression, and the HarmonyOS concept is one of them.
The disk shows that Yahua Electronics (301337. SZ), Tianyin Holdings (000829. SZ), Dongfang Zhongke (002819. SZ), JMicron (001339. SZ), Ji Da Zhengyuan (003029. SZ), Yanhua Intelligent (002178. SZ) and so on.
Yahua Electronics issued a change announcement on the evening of January 4, saying that the company has paid attention to the discussion of the concept of Hongmeng hot spots in the market, and as of now, the company has no specific application of Hongmeng medical care scenarios, and has not generated business income related to Hongmeng. Investors are requested to fully understand the risks of secondary market transactions, make prudent decisions and invest rationally. According to the data, Yahua Electronics' main business is the research and development, production and sales of intelligent communication and interactive systems for hospitals.
Dongfang Zhongke also disclosed the change announcement, the company said that the information disclosed in the early stage does not need to be corrected or supplemented; no recent public media reported undisclosed material information that may or has had a greater impact on the company's stock trading price; the recent business situation is normal, and there are no major changes in the internal and external business environment; the company, the controlling shareholder and the actual controller do not have any major matters that should be disclosed but have not been disclosed, or major matters in the planning stage; The actual controller did not buy or sell the company's shares during the abnormal fluctuation of stock trading. It is reported that Dongfang Zhongke focuses on providing customers with one-stop comprehensive services including instrument sales, leasing, system integration, factoring and bidding business, and is a subsidiary of the Chinese Academy of Sciences.
JMicron also disclosed accordingly that the company recently signed the "Open Source Harmony Cooperative Development Agreement" with Shenzhen Chinasoft International Technology Service Co., Ltd. to jointly create open source HarmonyOS Internet of Things terminals and computer products. However, at present, the company's Hongmeng series products are still in the development and testing stage, and no sales orders have been formed for the time being, and there is uncertainty about the future performance of the agreement and the landing of the order. According to the data, JMicron's main business is the research and development, production, sales and service of education and office, consumer, network equipment, network security, retail and other electronic equipment products.
On the news side, it is reported that Huawei will hold an important event in Shenzhen on January 18, when a new chapter of the HarmonyOS ecosystem and HarmonyOS NEXT will be announced.
According to the research of the computer team of Huaxi Securities, it is believed that the current HarmonyOS ecology can focus on servers, HarmonyOS, Starlight and application end standards. The eco-chain companies are as follows:
- Technology development: The core beneficiary companies include iSoftStone (ISV), Changshan Beiming (ISV), Runhe Software (member of Starlight Alliance), and Xinhai Technology (technology development)
- Ecological application: The core beneficiary companies include Runda Medical (medical AI application), Jieshun Technology (Jiejia), Yonyou Network (enterprise services), Kingsoft Office (office software), iFLYTEK (artificial intelligence), and other beneficiary companies include Wondershare Technology (video editing), Color News Co., Ltd. (email system), Montnets Technology (SMS system), Kelan Software (Huawei Wallet), Massive Data (database), Fangzhi Technology (AI education), Transwarp Technology (vector database)
- HarmonyOS Industry Chain: JMicron (AIOT), Jiulian Technology (HarmonyOS Internet of Things)