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Hot search for original title!Huawei Hongmeng is here, with the goal of Internet of Everything, A-share beneficiary targets are fully sorted out, leading stocks have doubled
Author Chen Jiannan
The entire software and hardware industry will benefit from Huawei Hongmeng System.
The highly anticipated HarmonyOS mobile operating system is finally here. Last night, Huawei officially launched the latest HarmonyOS 2 system. This new operating system will open up mobile phones, computers, tablets, TVs, driverless, car equipment, smart wearables, etc. The Hongmeng era has truly begun. As soon as the news came out, there was a wave of hot reviews on the Internet, and “Huawei officially released the Hongmeng mobile operating system” was also on all the hot searches, and it was in the limelight.
Some organizations believe that the entire software and hardware industry will benefit from Huawei Hongmeng system.Perhaps affected by the news, many Huawei concept stocks rose by the limit in early trading. Part of the beneficiary stocks of A-shares have already started their upward path, and some stocks have doubled their share prices in just over a month.
Huawei Hongmeng is here
Internet of Everything
It is understood that Hongmeng R&D took 10 years and more than 4,000 R&D personnel participated. It faces the full-scene distributed experience in the era of Internet of Everything. It is based on a microkernel. Through virtual terminal interconnection, people, equipment, and scenes are organically linked together to form interconnection and resource sharing.
In this regard, Huawei’s Executive Director and CEO of Consumer Business, Yu Chengdong, said: “In the era of the Internet of Everything, no one will be an island. Everyone and every device is part of the continent of the Internet of Everything. We hope to cooperate with more partners and developers. To prosper Hongmeng ecology together and provide global consumers with better experience, better products, and better services.”
At present, 300+ application and service partners, 1,000+ hardware partners, and 500,000+ developers have jointly participated in the construction of Hongmeng’s ecology.Huawei calls on upstream and downstream industries to work together to embrace the new era of Internet of Everything with a more open attitude. Huawei will help hardware manufacturers upgrade their smart industries and help application manufacturers gain more traffic access to other smart hardware besides mobile phones.
The agency believes that the entire software and hardware industry will benefit
For Huawei’s official release of the Hongmeng mobile phone operating system, institutions are mostly optimistic. Ping An Securities believes that Huawei Hongmeng OS is highly likely to succeed in the era of Internet of Everything.In the short term, in the areas of smart cars, industrial software, and smart cities, some proposals that have close cooperation with Huawei Hongmeng System will be focused on. In the long run, Huawei may be one of the main players in the localized software and hardware system, and the entire software and hardware industry will benefit.
West China Securitiesthink,Hongmeng is expected to become a new engine for domestic basic software, and its strong commercialization capabilities are expected to lead the domestic software industry into a new stage of development. With Hongmeng as the fulcrum, domestic software is expected to completely get rid of its dependence on foreign basic software.
Combining the Hongmeng OS ecological blueprint and the current mature HMS industry chain, Huaxi Securities sorts out the ecological chain companies as follows:
Technology development category: core beneficiary companies include,Zhongke Chuangda(System development), Chinasoft International (software development),Chang Shan Beiming（ISV） ，Runhe Software(Multi-chip platform adaptation); other beneficiary companies include,Dongfangtong(Middleware),ArcherMind(Software development),Kita Shingen(Mobile security),Gao Weida(Financial Cloud).
Ecological applications: core beneficiary companies include,Yonyou Network(Corporate Services),Kingsoft Office(Office Software),IFlytek(artificial intelligence),ZWSoft(Industrial software); other beneficiary companies include,Wanxing Technology(Video editing),Netda Software(Huawei Video),Color News(Mail system), Monternet Group (SMS system),SuperMap Software（GIS）、NavInfo(map),Kelan Software(Huawei Wallet).
Sorting out A-share beneficiary targets
Leading stocks have doubled up
Huawei’s impact on the A-share market is not negligible. Take the recent example, the concept of Huawei’s car manufacturing has set off a big wave in the A-share market. among them,Well-off sharesThe stock price has soared more than twice this year,Changan Automobile、JAC、BAIC Blue ValleyAnd other stocks, also realized substantial changes.With the release of the Hongmeng system, related beneficiary stocks also experienced substantial changes. In early trading today, many Huawei concept stocks rose sharply.ShubeideRose nearly 14%,Furi Electronics、Chunxing Precision、Wuhan Fangu(Rights protection),China InformationWait for the daily limit of many stocks.
Many of the above-mentioned soaring stocks belong to the concept of the Internet of Things at the same time, and have a certain correlation with the concept of Hongmeng. China Information once replied to related questions in Huiyi that the company’s financial application software can be adapted to a variety of operating systems, and Huawei-related products are also one of the targets of adaptation. The cooperation between the two parties covers financial technology,Smart agricultureIndustry application solutions and operation and maintenance services in various fields such as, intelligent services and the Internet of Things.
In terms of other individual stocks, Zhongke Chuangda is one of Huawei’s only professional R&D suppliers. It has cooperation with Huawei in many fields and has a cooperative relationship with Huawei Hongmeng operating system;
Yi LianzhongParticipated in the ecological construction of Huawei Hongmeng, and some innovative products are being developed and debugged in conjunction with its domestically-made independent and controllable ecosystem;
The main products of Beixinyuan will be adapted to Hongmeng and other systems;
Yanhua IntelligentSome of the existing software products are adapted to the Hongmeng system. In the future, the company will continue to pay attention to the adaptation of its own research and development products to the Hongmeng system according to market needs;
Changshan Beiming uses its own solutions to integrate Huawei’s comprehensive strategy of intelligent and digital transformation to become an important member of Huawei’s ecosystem;
Blue Shield: The company will upgrade its products to fully adapt to Hongmeng system and other domestic operating systems.
In addition, according to reports, ecosystem vendors that currently have business partnerships include Runhe Software, Wanxing Technology,Dingjie Software、Sai Yi Information、Everbright Technology, Yonyou Network,China SoftwareInternational, ArcherMind Technology,Zhongwei ElectronicsWait.
Part of the beneficiary stocks of A-shares have already started their upward path, and some stocks have doubled their share prices in just over a month.Among them, Runhe Software’s share price has risen more than 121% since May. Changshan Beiming,Digital video, Yilianzhong and many other Huawei concept stocks rose more than 50%.
Disclaimer: All information content does not constitute investment advice. The stock market is risky and investment needs to be cautious.
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