On February 26, 2024, the Mobile World Congress (MWC 2024) opened in Barcelona (Spain). As the most authoritative exhibition in the field of global communications, MWC is regarded as the vane of this field.
During this period, Huawei released the world's first 55G intelligent core network solution.
Gao Zhiguo, President of Huawei's Cloud Core Network Product Line, announced that the new calls have been deployed in 31 provinces in China, supporting 50 million users, and are scheduled to be commercialized in 2024. In addition, the solution has been extensively validated in multiple regions around the world, including Europe, Latin America, the Middle East, and Asia Pacific.
As a leading company in China's technology industry, Huawei has been attracting global attention. Recently, with Huawei's continuous breakthroughs in 5G, cloud computing, artificial intelligence, and other fields, related enterprises in its industrial chain have also ushered in new development opportunities. This article will focus on the analysis of six potential stocks in Huawei's industry chain, and their future development prospects.
1. Optical module.
Optical modules are an important part of Huawei's 5G equipment, and with the acceleration of 5G network construction, the market demand for optical modules continues to grow. Among them, Zhongji InnoLight (300308), as a leading optical module manufacturer in China, is expected to benefit from the expansion of Huawei's 5G business.
2. As a key component of electronic products, PCBPCB occupies an important position in Huawei's first chain. Shengyi Technology (600183) is a leading PCB manufacturer in China, and its products are widely used in many of Huawei's flagship mobile phones. In the future, with the popularization of 5G technology, the PCB industry is expected to usher in new development opportunities.
3. Chip packaging and testing.
As a leader in chip design in China, Huawei's HiSilicon demand for chip packaging and testing continues to grow. JCET (600584) is a leading chip packaging and testing company in China, and is expected to benefit from the expansion of Huawei's HiSilicon business in the future.
4. 5G terminal equipment.
With the popularization of 5G networks, the 5G terminal equipment market has shown explosive growth. Among them, Xinwei Communication (300136), as an important supplier of Huawei's 5G terminal equipment, is expected to benefit from the rapid development of the 5G market.
5. Cloud computing.
Huawei has strong technical capabilities and market share in the field of cloud computing. With the acceleration of enterprise digital transformation, the demand for cloud computing continues to grow. As an important partner of HUAWEI CLOUD, 002261 is expected to gain more business opportunities in the cloud computing market.
6. Artificial intelligence.
Artificial intelligence is the future development trend, and Huawei has leading technical capabilities in this field. iFLYTEK (002230), as a leading artificial intelligence company in China, has cooperated with Huawei in many fields and is expected to make more breakthroughs in the artificial intelligence market in the future.
Well, 5What are the advantages of 5G over 5G?
5.5G technology uses higher frequency bands and broadband to achieve soaring transmission speeds, which are expected to be tens to 100 times faster than 4G.
By optimizing the network architecture and advanced signal processing technology, 55G reduces energy consumption and improves network efficiency.
Huawei, as a leader in the communications industry, is in 5A major breakthrough has been made in the field of 5G, with the completion of full-function and technical performance tests, and the release of the first batch of 55G solutions.
With the Huawei 5With the commercialization of 5G, related industries will benefit deeply and usher in new development opportunities.
Today, I have selected six potential companies from the market that are cooperating with Huawei in the field of communications.
Mingpu optical and magnetic (002902).
The company is mainly engaged in the research and development, production and sales of magnetic components, optical communication products, and various power supply products. The company mainly produces four categories of products: communication magnetic components, communication optoelectronic components, communication power supply system equipment and communication power supply.
Mingxin Xuteng (605068).
The company's main business is the research and development, cleaner production and sales of new materials for automotive interiors. The company's products are cow leather whole leather, cow leather pieces. The company is one of the earliest domestic enterprises to enter the automotive interior materials market segment, and has been deeply cultivated for more than ten years, especially into the luxury car business system represented by the Audi brand, breaking the monopoly of foreign-funded enterprises for many years, and has successfully supplied Volkswagen in Germany and Chrysler in North America, marking the company's ability to be internationally recognized.
Kelai Electromechanical (603960).
The company's main business is flexible automation equipment and industrial robot system application business, automotive engine supporting parts business. The company's products can be divided into two categories: flexible automated production lines and industrial robot system applications. In 2019, the subsidiary Clescent Luo obtained the high-tech enterprise certification.
Cialis (601127).
The company is a science and technology manufacturing enterprise with new energy vehicles as its core business. The Group's business involves the R&D, manufacturing, sales and service of new energy vehicles and core electric vehicles (batteries, electric drives, electronic controls), traditional vehicles and core component assemblies.
Huguang shares (605333).
The company's main business is engaged in the research and development, production and sales of automotive high and low voltage wiring harnesses, the main products include complete sets of wiring harnesses, engine wiring harnesses and other wiring harnesses, products covering vehicle customized wiring harnesses, new energy vehicle high-voltage wiring harnesses, battery pack wiring harnesses, engine wiring harnesses, dashboard wiring harnesses, body wiring harnesses, door wiring harnesses, roof wiring harnesses and tail wiring harnesses, etc.
Yinbaoshan new (002786).
The company is mainly engaged in the research and development, design, manufacturing, sales and production and sales of large-scale precision injection molds.
Summary: As a leading enterprise in China's technology industry, Huawei's related enterprises in the industry chain have also ushered in new development opportunities. This article focuses on six potential stocks in Huawei's industry chain, which have strong technical strength and market share in their respective fields, and are expected to gain more business opportunities in the future in Huawei's business expansion. Investors can pay attention to the dynamics of these companies and explore more investment opportunities.
In order not to disturb the layout of the main force, it is still the bottom ** adjustment stage, waiting for time, soaring, what about friends who need to know? Not much to say here, it's ready to start, interested friends on the homepage send the number three six to understand