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研报掘金丨国泰君安:Mate 60 Pro正式上线,未来有望引领华为手机销量高增长,推荐华为相关产业链

Research Report Nuggets 丨 Guotai Junan: The Mate 60 Pro is officially launched. It is expected to lead a high growth in Huawei mobile phone sales in the future. We recommend the Huawei-related industry chain

Gelonghui Finance ·  Aug 30, 2023 09:21
At 12:08 noon on August 30 to August 29, Huawei's new “Mate60Pro Pioneer Plan” for the second half of this year was “quietly” launched on the official store without a press conference. The price was RMB 6,999. According to the Huawei Mall, Huawei has once again made a breakthrough in the field of satellite communications. The Mate 60 Pro became the world's first mass smartphone to support satellite calls. Even without a terrestrial network signal, it can make and receive satellite calls without a terrestrial network signal, freely edit satellite messages, and select multiple pieces of location information to generate trajectory maps. Furthermore, the Lingxi AI algorithm is strongly combined with the Lingxi antenna to bring a better communication experience and achieve more stable network connections in weak signal scenarios such as high-speed railways, subways, elevators, and garages. According to the Guotai Junan Securities Research Report, with the release of the new Huawei Mate 60 Pro, continuous technological breakthroughs have shaped strong product capabilities. The Huawei-related industry chain directly benefits, and is expected to take the lead in getting out of the bottom of the industry cycle and achieve performance growth. We recommend the Huawei industrial chain, Tongfu Microelectronics, Changchuan Technology, Yongsilicon Electronics, Weizu Technology, Shennan Circuit, and Lixin Wei; related beneficiary companies, Zhuo Shengwei, Weijie Chuangxin, Meixin Sheng, Shenzhou Digital, and Chuangyao Technology.

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