According to media reports, He Gang, the CEO of Huawei's Consumer Business Group, stated in an interview on the evening of December 4 that the number of reservations for the Huawei Mate70 series has exceeded 6.7 million. Although Huawei's phone 'output' is relatively large in the industry, the initial supply is still slightly insufficient due to high demand. The supply chain team is working overtime and doing their best, hoping to deliver products to consumers as soon as possible.

Shanxi Securities stated that in the fourth quarter, as the peak season for consumer electronics, with the intensive release of consumer electronics products represented by the Huawei Mate70, AI edge applications are accelerating, empowering wearable devices such as glasses, earphones, watches/bracelets, as well as the deterministic trend of policy subsidies for 3C products, consumer electronics will usher in a wave of replacements and drive related supply chain stocking.

According to the Financial Data Center, among related listed companies:

Huaqin Technology has been a long-term strategic partner of Huawei, providing customers with research and manufacturing of various products including laptops, phones, tablets, wearable smart products, AIoT, etc. The company has had years of collaboration with Huawei in the mobile ODM business.

As a leading domestic electromagnetic shielding and thermal management solution provider, Shenzhen FRD Science & Technology offers customized electromagnetic shielding, heat conduction, and lightweight application solutions to customers. The company has provided related heat dissipation and electromagnetic shielding products to the Mate70.