Despite the successive introduction of various policies to activate the capital market, the market for A-shares remains sluggish. The Shanghai Composite Index is still hovering near 3,000 points, and the GEM has hit new lows for the year.

However, with the launch of Huawei Mate 60 series mobile phones some time ago and the launch of Wenjie's new M7, Huawei concept stocks were instantly detonated. Huawei concept stocks have become unique and become an outlet for capital speculation and catharsis.

Not only are OFILM, Cyrus and other core targets becoming hot spots in the market, but even companies that are indirectly related to Huawei or that only provide scrap components have also been subject to speculation. The Huawei Concept Index subsequently hit a record high.

At a time when economic uncertainty is increasing, geopolitical conflicts continue, and the economy is recovering with twists and turns. Judging from the shortage of Huawei mobile phones and the strong sales of new models, Huawei's industrial chain undoubtedly has stronger certainty.

The entire industry chain has many highlights, involving automobiles, chips, mobile phones, operating systems, 5G/6G communication technology, cloud computing, AI and other industries. It has wide coverage and a large number of affiliated companies. Superimposing domestic substitution, breaking various forms of European and American technological blockades, and driven by the national sentiment of self-reliance and self-reliance in science and technology, an emotional "Huawei worship" has been formed in the capital market.

Huawei's mobile phone has resurfaced after three years of dormancy. Cyrus has become popular again after a short period of silence. At the same time, Huawei has announced its entry into the 5.5G commercial field... These actions indicate that industry chain companies will obtain a large number of orders.

In the wave of domestic substitution, the prosperity of Huawei's industrial chain is showing an upward trend, and its profit growth expectations are very sufficient and conclusive. The stock prices of related companies have also fully demonstrated and continued to rise - which is even more eye-catching in the sluggish market. Just using the previous logic of "patriotic enthusiasm" to summarize it may no longer be comprehensive and out of date.

View more at EASELINK