On August 29, without holding a related press conference, Huawei's new mobile phone Mate60Pro quietly went online and sold out within an hour.
A reporter from the Financial Investment News noticed that as the market continues to pay attention to new machines, more and more attention has been paid to various technological breakthroughs, and its impact quickly spread to the capital market. On August 30, in the A-share market, Huawei Mobile Services, advanced packaging, ChatGPT, AI computing power and other concept stocks collectively rose, and there were obvious signs of capital pursuit.
Changsheng Securities believes that with the release of the new Huawei Mate60Pro, technological breakthroughs continue to create strong product strengths, and Huawei’s related industrial chains will directly benefit, and it is expected to be the first to walk out of the bottom of the industry cycle and achieve performance growth.
Huawei’s new product launches and sells out quickly
In the eyes of many market participants, Huawei's recent slow launch of the new Mate60Pro is one of the important reasons for igniting related sectors.
A reporter from the Financial Investment News found that despite the upsurge of hype in the A-share market, the release of Huawei's new mobile phones has been relatively slow, and no related press conferences have even been held.
At 12:08 on August 29, Huawei officially launched the Mate60Pro mobile phone at Huawei Mall. According to his introduction, the cumulative shipment of Huawei Mate series mobile phones reached 100 million units on August 29. For this reason, Huawei launched the "HUAWEI Mate60Pro Pioneer Solution" to let some consumers experience it in advance.
Previously, it was reported that the original plan of Huawei's Mate60 series was released during Apple's autumn conference, which was "not a sign" of the iPhone 15 series. According to recent related reports, Apple's autumn conference is scheduled for September 13, and the iPhone 15 may be released on that day, while Huawei's Mate60 series conference is expected to be held on September 12.
However, after the new phone went on sale at a low price and attracted great attention, "is it necessary to hold a press conference?" has also become a hot topic among netizens. Because in the eyes of many people, due to the active "treasure hunt" craze among various reviewers, the popularity of the new phone is now "higher than the launch conference." At the same time, data shows that less than an hour after the new phone went on sale on August 29, the Mate60pro phone priced at 6,999 yuan on Huawei Mall was already sold out.
Technological breakthroughs become the focus of hot discussion in the market
"Selling fast" is one aspect, but it can drive the rise of satellite communications, domestic semiconductors and other related sectors, and the greater impact is still the various "black technologies" hidden in Huawei's new phones.
According to Huawei, it has made another breakthrough in the field of satellite communications. Mate60Pro has become the world's first mass smartphone that supports satellite calls. Even when there is no ground network signal, you can make and receive satellite calls calmly. You can also freely edit satellite information and select multiple pieces of location information to generate a trajectory map. In addition, the strong combination of Lingxi AI algorithm and Lingxi antenna brings a better communication experience, and achieves a more stable network connection in weak signal scenarios such as high-speed rail, subway, elevator, and garage.
However, Huawei officials did not clarify on the product page whether it supports 5G networks, but only stated that "telecom 3G/2G and mobile 3G are not supported". Some reviewers said that although Huawei's new mobile phone does not display a specific network signal type, and it belongs to 4G in terms of naming, the actual speed measurement is more likely to be 5G, with a network speed of more than 300 megabits per second.
What also attracts attention is that Huawei officials did not list the processor information of Mate60Pro on the product page, which made the "suspected domestic chip" equipped with it more important. Some reviewers pointed out that the number on the CPU of Huawei Mate60Pro is 2035-CN, while TSMC chips are usually marked with TW (the place of origin is Taiwan, my country), which means that the chips it uses may be produced in mainland my country in the 35th week of 2020. .
In fact, claims like breakthroughs in semiconductor technology are not new. In a recent forum, Liu Qingfeng, founder and chairman of HKUST Xunfei, became the focus because of the sentence "Huawei's GPU capabilities are already the same as Nvidia A100". The market believes that it proves that Huawei's "domestic chips" have achieved technological breakthroughs.
However, before this, Huawei has never "real hammered" the computing GPU developed by itself. Including the current launch of Huawei's new mobile phone, in response to outside speculation about self-developed chips, Huawei officials still very mysteriously stated that "everything is based on announcements", which also made some followers pay more attention to the upcoming Huawei conference.
Brokerages pay attention to investment opportunities in the industrial chain
"Mate60Pro is officially launched, and it is expected to lead the high growth of Huawei's mobile phone sales in the future. We recommend Huawei's related industry chain." According to the analysis of Guotai Junan Securities, Huawei's Mate60Pro new machine is released, and technology continues to break through to create a strong product force. Huawei's related industry chain will directly benefit and is expected to Take the lead in getting out of the bottom of the industry cycle and achieve performance growth. Recommend individual stocks in Huawei’s industry chain: Tongfu Microelectronics, Changchuan Technology, Yongsi Electronics, Weice Technology, Shennan Circuits, Lixin Micro; related beneficiary companies: Zhuosheng Micro, Weijie Chuangxin, Maxic, Shenzhou Digital, Chuangyao Technology, etc.
Changsheng Securities stated that Huawei mobile phones represent the advanced level of domestic mobile phones. The release of Mate60Pro is expected to drive investment opportunities for related companies in the Huawei mobile phone industry chain. Micro; (2) Satellite communication chip company: Huali Chuangtong; (3) BAW filter related company: Sai Microelectronics; (4) CIS chip related company: Smartway, Weir Co., Ltd.; (5) Wireless charging chip Related companies: Meixinsheng; (6) Power management chip related companies: Lixin Micro; (7) Third-party chip testing company: Weichi Technology; (8) Fast charging chip related companies: Nanxin Technology; (9) Star Flash chip related companies: Chuangyao Technology; (10) Domestic wafer foundry leader: SMIC, etc.
At the same time, Huawei’s new product launch conference to be held in September continues to receive attention. Some organizations pointed out that it may define a new paradigm of domestic smartphone development through a major breakthrough in "AI + satellite communication + domestic chips".
Xiaoyi, an AI assistant supported by the Pangu large model, creates a "ChatGPT+Plugin" ecosystem through meta-services, advocating the importance of Hongmeng ecological partners represented by Jieshun Technology, SuperMap Software, Montnets Technology, Caixun Technology, etc.; Huawei The new Wenjie M7 car has completed its application with the Ministry of Industry and Information Technology and added the HUAWEIADS2.0 high-end intelligent driving system. It advocates paying attention to the targets of autonomous driving centers such as Thunderstar, NavInfo, Joyson Electronics, Desay SV, and Jingwei Hengrun; Huawei mobile phones may have the world's first satellite call function to further expand the application boundaries of satellite Internet in smartphones. New infrastructure construction links and satellite Internet terminal applications are expected to benefit from the advancement of related construction. It is recommended to focus on Huali Innovation , Idea Information, Chengchang Technology, Xinke Mobile, etc.; Huawei Shengteng is the hope of domestic AI chips. It advocates focusing on the leading AI all-in-one machine company iFlytek based on Huawei Shengteng, as well as China Great Wall, Tuowei Information, Digital China and other Huawei independent Computing power industry chain related targets.