On September 20th, A-share Huawei's industry chain was collectively active, with Huawei Kunpeng, Huawei Ascend, Huawei Euler, and Hongmeng concepts and other sectors leading the gains.

As of the time of writing, Zowee Technology, Changshan Beiming, Nantian Information, Shenzhen Guohua Network Security Technology, Talkweb Information System, Maxvision Technology Corp. and other stocks have hit the limit, while Beyondsoft, Hoperun Software, and Digital China Group are also rising.

Huawei's three-foldable phone is selling like hot cakes.

Today, Huawei's three-foldable phone Mate XT Master officially went on sale. After it went on sale, it was instantly sold out. Topics such as "Huawei's three-foldable phone sold out in seconds", "Huawei's three-foldable phone goes on sale", and "Yu Chengdong delivers the first batch of Huawei's three-foldable phones" also trended on Weibo.

Currently, the Huawei official website and other channels have announced that they are out of stock. On the JD.com Huawei official flagship store page, both colors are listed as "out of stock", but you can make a reservation to snatch them at 10:08 am on the 21st. On the Taobao Huawei official flagship store page, it also shows that sales will start on the 21st.

Since its official release on September 10th, Mate XT, as the world's first triple-fold screen smartphone, has attracted a lot of attention from consumers and industry professionals.

This phone uses the TianGong hinge system to achieve dual-track linkage of internal and external bending, supporting three forms: single-screen, dual-screen, and triple-screen. At the same time, it adopts ultra-thin flexible glass (UTG) technology, ensuring screen flatness and durability. The unfolded screen is 10.2 inches with a thickness of only 3.6 millimeters, making it the thinnest foldable screen phone in the world.

In addition, Mate XT also supports satellite communication function, further enhancing its capabilities as a mobile office device.

As for the price, the 16GB+256GB version is priced at 19,999 yuan, the 16GB+512GB version is priced at 21,999 yuan, and the 16GB+1TB version is priced at 23,999 yuan. Despite the high price, it still cannot resist the enthusiasm of consumers. Before the sale, the Huawei Mall showed that the number of people who pre-ordered this phone exceeded 6.85 million.

In addition to the new phone launch, the Huawei Autumn New Product Launch Event has also aroused market expectations. Yesterday, Huawei announced that the Autumn Full-Scene New Product Launch Event will be held at 14:30 on September 24th. This launch event will introduce new products in various fields, including smart clothing, smart screens, and Hongmeng Smart Travel, etc. It is reported that the ZhiJie R7 car will also make its debut at this launch event.

It is worth noting that Huawei's "pureblood" Hongmeng operating system, HarmonyOS NEXT, will be officially released at the end of September. Chen Xinxin, General Manager of Huawei's HarmonyOS industry solution, introduced that this version is completely independently developed and independent, and is not compatible with the Android system.

Chen Xinxin also revealed that so far, since the release of the HarmonyOS operating system, it has gone through four generations. Currently, there have been over 900 million Huawei HarmonyOS devices, with the number of developers reaching 2.54 million and the monthly usage of application development services reaching 82.7 billion times. At the same time, Hongmeng has also launched the "Yaoxing Plan", which will invest more than 7 billion yuan to continuously incentivize Hongmeng native applications, technical services, SDK, and other innovations, and build the Hongmeng ecosystem.

In addition, the Huawei Global Connect Conference 2024 was held in Shanghai yesterday. At the conference, Huawei released several important solutions and technological achievements, including: media intelligence solutions, global model points for intelligentization of numbers, and the top ten solutions for intelligentization of manufacturing and large enterprises.

Pay attention to investment opportunities in the industry chain.

Overall, the foldable smartphone not only represents a major demonstration of Huawei's technological innovation capabilities, but also reflects the huge potential and development prospects of the foldable screen smartphone market. IDC, the international data company, predicts that the shipment volume of foldable screen smartphones in China will reach 10.68 million units in 2024, a year-on-year increase of 52.4%.

Huawei's position in the foldable screen smartphone market is also very significant. According to IDC data, Huawei held a steady market share of 41.7% in the Chinese foldable screen smartphone market in the second quarter of 2024.

Shanxi Securities stated that they are bullish on Huawei leading the new era of foldable screen smartphones, driving the continuous increase in the penetration rate of foldable screen smartphones. At the same time, last week OpenAI announced the release of the o1 next-generation model, which significantly enhances the inference capability of the o1 model and will bring about continuous growth in computing power demand. It is recommended to pay attention to domestic alternatives for equipment, materials, and components, the demand for advanced packaging driven by AI technology, as well as the replacement wave and hardware upgrade opportunities brought about by the first year of AI smartphones.

Huawei Hisilicon, Huawei Euler, Huawei Kunpeng, and Hongmeng as important concepts related to Huawei, each concept represents Huawei's technological layout and products in different fields. Looking ahead, as the technology gradually matures and consumer acceptance further increases, foldable smartphones are gradually becoming an important growth point in the smart phone market. Institutions generally predict that Huawei's industry chain will usher in development opportunities.

Tianfeng Securities stated that the third quarter has entered a period of intensive release of new consumer electronics. They are bullish on Huawei's market feedback exceeding expectations and the overall industry chain effect, and bullish on investment opportunities in the industry chain.

Gutai Securities believes that against the backdrop of the national strategy of self-reliance on science and technology and the increasing uncertainty in global politics and economy, Huawei, as the absolute leader and chain master enterprise in the domestic technology field, shoulders the dual mission of promoting industry intelligence and autonomous controllability. From Hongmeng and Euler operating systems to Kunpeng and Ascend computational infrastructure, Huawei's software and hardware products have shown a development trend of mutual interdependence and accelerated synergy in intelligentization and autonomy. In the second half of the year, Huawei's chain and autonomous controllability may usher in investment opportunities that are intertwined and seamlessly connected.