Business Daily News (reporter, Ye Xiaojun) Recently, Huawei Concept has become a "pass" for the class A share market. Yesterday, Huawei Hongmeng Concept was once again "far ahead". It opened high in volume in the morning, and the sector index rose by nearly 4%, hitting a new high in 5 months, and approaching the highest point in history. The half-day transaction was close to the full day of the previous trading day. On the disk, Huawei Concept stocks collectively strengthened, with Teng and Hongmeng leading the way. Jiulian Technology, Dahua Intelligent, and Chuanzhi Education rose by the daily limit or rose by more than 10%.
On the news, the Android version will no longer be compatible with Hongmeng, which indicates that the future Hongmeng entrance will exist independently and form a "hard fork" with Android applications. Boosted by the news, the software ETF rose sharply in intraday yesterday. Industry insiders said that Huawei Hongmeng system is a beacon of hope for domestic AI software. The software ETF covers many Huawei Hongmeng concept stocks. It is an easy-to-use tool for one-click investment in "Huawei concept" stocks. It is also a weapon for one-click layout of long-term development opportunities for domestic AI software.
Huawei Hongmeng concept stock was "bought out"
Yesterday, Huawei’s industrial chain led by the concept of Hongmeng rose again, with Jiulian Technology and SoftStone both increasing by the 20CM daily limit, surveying and mapping shares rising by more than 10%, Dahua Intelligent, Chuanzhi Education, Shengtong shares increasing by the daily limit, and Shenzhou Digital, Runhe Software, Changshan Beiming, etc. rising by more than 6%.
The reason is related to Huawei’s recent new system. According to the time context, in August this year, Huawei released a new generation of Hongmeng system, HarmonyOS 4, and also launched the HarmonyOS NEXT developer preview version. The so-called HarmonyOS NEXT, the system base is fully self-developed, removing the traditional AOSP code, only supports Hongmeng kernel and Hongmeng system applications, and can only use Hap format installation packages, which means that the system is no longer compatible with Android applications, and is hailed by the market as "pure blood Hongmeng".
Subsequently, Huawei announced the full launch of the Hongmeng native application at the September press conference, and said that the HarmonyOS NEXT developer preview will be open to developers in Quarter 1 in 2024. According to relevant Internet companies, with Huawei launching the Hongmeng native application, the Android version of the current app is no longer compatible with Hongmeng, and the future Hongmeng entrance will exist independently.
It is worth mentioning that Meituan, NetEase, Jinri Toutiao, DingTalk and other leading Internet companies have recently released intensive recruitment information for Hongmeng system-related talents, which has also made the class A share market Huawei Hongmeng concept stock market start again.
In addition to the rise in the concept of Hongmeng, Teng and some Huawei applications also provided assistance, which made the popularity of Huawei’s industrial chain rise significantly again.
The application launch is imminent, and the industry growth space is further opened
From the market feedback, the current Huawei concept is still the most market-approved theme direction. According to the agency, Huawei Hongmeng and Yuteng have a certain level advantage over automobiles and consumer electronics.
China Securities Construction Investment has said that as of August 2023, the number of devices in Hongmeng ecology has exceeded 700 million, the number of HarmonyOS developers has reached 2.20 million, and the ecology has been continuously enriched. Hongmeng has become the third largest operating system in the world. After the release of Hongmeng 4.0, the number of upgraded users has exceeded 60 million in just over a month, and 1.20 million new users are added every day. The new Hongmeng HarmonyOSNEXT abandons the traditional AOSP code and only supports the application of Hongmeng kernel and Hongmeng system. It aims to promote the development of native Hongmeng applications. It is expected that more native Hongmeng applications will be launched in the future. At the same time, the Hongmeng PC version may be launched next year, and the long-term growth space will be further opened. Companies related to the industry chain will continue to benefit. It is recommended to pay attention
Huaxi Securities believes that, from an independent perspective, Huawei Hongmeng 5.0 will no longer be compatible with the Android system, which will help reduce the dependence of the Hongmeng system on Android and improve system security and stability. From a distributed perspective, the Hongmeng system is initially distributed as the core, and 5.0 will further strengthen distributed capabilities and enhance device collaboration. Performance: whether it is startup speed, application loading speed, or system fluency, will be significantly improved.
Industry insiders said that if Hongmeng 5.0 is released, it will become another innovation in the development of domestic operating systems. Hongmeng 5.0 is expected to promote the development of domestic related industries, including application software and hardware manufacturers. The emergence of pure Hongmeng systems may accelerate the launch of relevant downstream application software, and may become a new focus of AI applications in the future.
Huawei concept-related Zhejiang companies have risen significantly
What investors are quite concerned about is that Huawei and Hang Seng Electronics recently signed a strategic cooperation agreement to work together to build the future of digital intelligence finance. This move made Hang Seng Electronics rise more than 4% in intraday trading yesterday, and rebounded more than 15% since the stage low in October this year. As of yesterday’s close, the stock rose 2.52% to close at 33.42 yuan/share, with a turnover rate of 1.91%. The turnover 363,100 lots, and the total market value is 63.498 billion yuan.
Flush data shows that among the listed companies in Zhejiang, there are currently 72 companies related to Huawei or Huawei’s industrial chain, and many listed companies have seen their prices rise rapidly in a short period of time due to their exposure to Huawei’s concept.
As of yesterday’s close, Huawei concept-related Zhejiang companies rose more and fell less, of which 58 stocks rose and 3 stocks were flat. Jingwei shares, Chuling Information, Huibo Yuntong, Bochuang Technology, and Daily Interactive rose in the top five, up 7.31%, 6.57%, 5.90%, 5.03%, and 4.4% respectively.