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Interface News Reporter | Song Yiting

On August 23, Huawei's industrial chain sector, led by Hongmeng and Huawei HiSilicon concepts, continued to rise. Shenzhen Huaqiang (000062.SZ) recorded 7 consecutive boards, and Gongjin Shares (603118.SH) went out of 2 consecutive boards.Tuowei Information（002261.SZ）、Century Dingli（300050.SZ）、 Ubox（300531.SZ）、Haoyun Technology(300448.SZ), China Power Port(001287.SZ) and many other stocks hit the daily limit.

Huawei HiSilicon is Huawei'sWholly owned subsidiary, focusing on semiconductor and integrated circuit design, China's IC leader, and became the first mainland China semiconductor supplier to enter the top ten in global sales.HiSiliconThe predecessor of Huawei Integrated Circuit Design Center is Huawei Integrated Circuit Design Center, which has many technologies such as communication connection and smart terminal chips, and has cooperated with Qualcomm,MediaTekCompetition from other giants.

On the news front, Huawei HiSilicon announced on August 1 that it will hold a HiSiliconFully connectedThe conference will release a number of HiSilicon chipsThese chips will cover a variety of application scenarios such as audio and video, Hongmeng, and Star Flash.According to HiSilicon's official introduction, this conference is themed "Using Innovation to Create a Better Future" and aims to create an open and shared industry platform to bring together thought leaders, business elites, technical experts, partners and other industry colleagues to seek cooperation and win-win future.

Shenzhen Huaqiang is China's largest authorized distributor of multi-category electronic components. It also owns an electronic components industry Internet platform and the largest physical trading market for electronic components and electronic terminal products in China and even the world. The company said on the interactive platform on August 19,The company is one of HiSilicon's main authorized agentsAs HiSilicon continues to launch new products, the company will increase its efforts in the research and development of application solutions for HiSilicon products and in the promotion of their market expansion. At the same time, the company stated on August 21 thatWill attend the HiSilicon Connect Conference.In order to promote HiSilicon products, the company will specifically invite customers to participate in the conference.

Gongjin shares mainly engages in the manufacture of communication products and the research, development, manufacturing and sales of advanced mobile communication equipment and application products. In the semi-annual report released on August 19, the company stated that the domestic HiSilicon solution Wi-Fi products have obtained customer projects, and the WiFi7 projects of major domestic and foreign customers are gradually being introduced into mass production. Gongjin shares responded to investors and said: "The companyThe project sales of domestic HiSilicon Wi-Fi products are very small, less than 5% of the company's total revenue."Regarding whether the company will participate in the HiSiliconFully connectedThe person said: "It is not clear. It depends on the judgment of the project department."

Tuowei InformationIt is China's leading domestic integrated hardware and software product and service provider. Its business covers software services, intelligent computing, and the open source Hongmeng operating system, serving more than 1,500 government and enterprise customers in industries such as operators, examinations, transportation, manufacturing, and education. It is a key software company in the national planning layout, an important builder of the Hongmeng ecosystem, a strategic partner of Kunpeng, and a strategic partner of Ascend. A staff member of the company's securities department said:The company uses HiSilicon chips in some of its Hongmeng products.”、“The company will attend (HiSilicon on September 9Fully connectedThe company will also hold a booth at the conference. Specific information will not be announced until the company has finalized its specific plan.”

Century DingliFocusing on providing professional network testing, optimization, construction, operation and maintenance products, services and solutions for communication operators, system equipment manufacturers, network service providers, etc., it is a leading domestic mobile communication network optimization comprehensive service provider. What is the relationship between the company and Huawei HiSilicon?Century DingliResponding to investors:The company purchased a license for the interface control document of Huawei HiSilicon chips.We can collect data from the wireless air interface of Huawei's mobile network for the adaptation and development of our own software.The company pays Huawei no more than 100,000 yuan per year for the license it purchased. This is not an exclusive license, and the company is only a downstream customer of Huawei HiSilicon.”、“The company did not receive HiSiliconFully connectedInvitation to the conference.”

UboxFocusing on the design, development, production and sales of smart data terminals, smart payment terminals and professional printers, and providing related system solutions and cloud solutions. The company responded to investors on the interactive platform on August 21,Company ParticipationBeThe 6th Huawei Developer Conference 2024 (HDC.2024) was held in Songshan Lake, Dongguan from June 21 to June 23, and the open source Hongmeng version DT50 5G of the OpenHarmony-based smart mobile data terminal was exhibited in the OpenHarmony unified interconnection exhibition area.Ubox's open source Hongmeng version DT50 5G is widely used in industry scenarios such as medical care, electricity, energy, transportation, logistics, and retail, and has been piloted.UboxTo investors:The company has a smart logistics solution that uses Huawei HiSilicon chips."Regarding whether the company will participate in HiSiliconFully connectedYes, the person said: “Our boss has received the invitation, but whether he will go depends on his schedule.”

Haoyun TechnologyIt is a low-code development platform and low-code smart IoT data platform provider.The company responded to investors on August 21,The company currently has no cooperation with Huawei HiSilicon, and the company's products are not currently used on Huawei HiSilicon.

China Power PortIt is an industry-leading integrated service platform for component application innovation and modern supply chain. An investor asked about the relationship between the company and Huawei HiSilicon on the interactive platform.China Power PortReplied on August 20,The subsidiary, Sinike, has established in-depth cooperation with the leading domestic chip design company and has become one of the authorized distributors of its full product line. At the same time, it focuses on edge computing, continues to increase R&D investment, and provides downstream customers with full-scenario smart terminal solutions.The company also stated thatSinik is a member of the Star Alliance.