March 26 (this Thursday), Huawei will officially launch Huawei P40 series mobile phones.
1. Opportunity Events
333 (this Thursday), Huawei will officially launch Huawei P40 series mobile phones for the global market. Although the new mobile phones in have been launched recently, with Huawei's strong brand appeal, the P40 series mobile phone, as Huawei's flagship, is still the smartphone that consumers pay the most attention to.
2. Analysis and backtest
Mate and P series constitute the high-end lineup of Huawei mobile phones, focusing on business and fashion respectively. In particular, the P series' excellent photography capabilities are one of its biggest selling points, and related technical indicators have become the targets that other manufacturers strive to catch up.
According to the disclosed information, the P40 series plans to launch five different models: Huawei P40, Huawei P40 Pro, Huawei P40 Pro Premium, Huawei P40 Lite, and Huawei P40 Lite E. The main image capability configuration of the P40 series is good. Its matrix camera module includes a 52-megapixel lens + 40-megapixel lens + telephoto lens + periscope lens and ToF. Other functions of the camera include 10x lossless zoom, color temperature sensor and LED flash. In addition, the P40 series will adopt a more high-end Sony IMX700 sensor and 16-in-1 pixel technology, making the P40's photography capabilities surprisingly powerful. Another highlight of
is that the P40 series mobile phones will also use Kirin 990 G, which is the world's first mobile phone processor to integrate 5G Modem into SoC. Unlike Qualcomm 865's external 5G baseband method, Kirin 990 5G not only greatly reduces the area of the processor and reduces power consumption, but also compatible with SA and NSA modes at the same time, making it more powerful in 5G communication capabilities. As the new 5G infrastructure is gradually entering the construction period, having a smartphone with excellent 5G capabilities is also one of the buying points that attracts many consumers.
With Huawei's global influence increasing and its voice and strength in the 5G field have been proven, Huawei has become a tangible global high-quality brand and one of the brands that are most concerned by the industry and consumers. Similarly, in the securities market, Huawei is also one of the most recognized concepts by funds. Huawei has launched new products in previous periods, which can cause a gust of turmoil in the stock market. The related concept stock has achieved a significant increase.
On February 24, 2020, at the Huawei terminal and strategic layout online press conference, Huawei officially released the Mate Xs folding screen mobile phone. On that day, Huawei's concept index rose by 3.89%, and concept stocks such as Shenzhen South Circuit, Dongxu Optoelectronics , Dafu Technology , Shengyi Technology , and Northern Huachuang hit the daily limit on a large scale.
On the evening of February 24 last year, Huawei officially released HUAWEI Mate X at the MWC2019 Huawei Terminal Global Launch Conference. As Huawei's first foldable phone released, Mate X caused a sensation inside and outside the venue of MWC2019, and its subsequent online release was hard to come by, igniting the A-share market on the 25th. Concept stocks such as Sanan Optoelectronics, Zhaoyi Innovation, JD Fang A, Zhongji Xuchuang, and Shanghai Electric Power Co., Ltd. all hit the daily limit.
3. Concept beneficiary stock
BOE will continue to supply Huawei P40 screens. According to foreign media reports, the P40 uses a direct screen and is supplied by BOE; the P40 Pro uses a curved screen, which was initially supplied by Samsung and LG manufacturers, and later, BOE may also become a screen supplier for the Pro version. In terms of
lenses, it has speculated from the previously released Mate 30 series suppliers that OFILM may participate in in-depth. Huawei Mate30's front 24-megapixel camera module suppliers include Ofilm, Sunny Optics, and lenses with Daliguang; the rear camera modules are supplied by Lijing Innovation, Ofilm, Sunny Optics, and Qiuti Technology. Ofilm is also involved in the front, rear camera and TOF of Huawei Mate 30 Pro.
In addition, listed companies such as fingerprint recognition, touch control, acoustic components, RF antennas, etc. have participated in Huiding Technology, Goertek Acoustics, Shuobeid, Luxshare Precision .
Securities Times·Data Bao screened the Huawei concept stocks with a performance increase of more than 20% in 2019 and a stock price increase of less than 20% since the beginning of this year, and a total of 35 stocks, of which 13 of them have been increased by different degrees of northbound funds this year.
Dragon and Tiger List tracking funds are most favored by these stocks
On March 20, the institutional and business department seats in the Dragon and Tiger List were sold for 267 million yuan, of which 14 stocks were bought in net; 27 stocks were sold in net. The top three stocks in net buying were Feikai Materials, Wanda Information , Xinhua Pharmaceutical , etc. The net buying amount accounted for 10.96%, 14.72%, and 22.78% of the transaction volume on the day.
From the perspective of market capital flow, the net inflow of main funds exceeded 10 million and there were 10 stocks in the Dragon and Tiger List, among which Xinhua Pharmaceutical, Zhonghuan Equipment, Xianju Pharmaceutical and other stocks had the largest net inflow. The stocks with the largest net inflow force include Xinhua Pharmaceutical, Zhonghuan Equipment, and Shengda Resources , with net inflow force of 24.03%, 21.10%, and 19.28%, respectively.
48 stocks moving average long arrangement Galaxy Electronics and other performance has increased significantly
As of the latest closing, the four moving averages of 48 stocks have been in a long position recently. Among them, the deviation rates of Yuntu Holdings, ST Yabang, and Zhongxing Fungi stock prices and the 60-day moving average are the smallest, 5.96%, 7.07%, and 8.25%, respectively.
In addition, not only the above four moving averages are arranged long, but the 120-day and 50-day moving averages are also arranged long. Data shows that among these stocks, , Mesid, Shuanglin Bio, Zhonghuan Equipment and 250-day moving average have the smallest deviation rates, which are 15.11%, 21.74%, and 25.68% respectively.
Among the four stocks that have recently formed a bullish arrangement on the 5th, 10th, 20th and 60th, the net profit of the 7 2019 annual performance increased by more than 50% year-on-year, and the performance of individual stocks such as Tongda Shares , Tonghe Technology, and Galaxy Electronics have the largest growth rate, with 900.12%, 311.86%, and 113.09% respectively.
rose for 5 consecutive days, only 10 stocks were inflowed. Sanqi Interactive Entertainment had high funds.
data shows that there were 213 stocks in the two markets rising for more than three trading days, and 10 stocks rose for more than five trading days. The top three with the largest number of consecutive days were ST Cloud Network (6 days), Minfa Aluminum Industry (6 days), and Zhongfei Co., Ltd. (6 days). The top three largest cumulative gains in individual stocks during the continuous rise are Blue Ying Equipment (48.55%), Zhongfei Co., Ltd. (46.82%), and Guangdong Rongtai (39.01%).
It is worth noting that among the 213 stocks that have risen continuously, the cumulative net inflow of main funds exceeded 100 million yuan during the period. Among them, the cumulative capital inflow was Sanqi Interactive Entertainment , and the cumulative capital inflow of 316 million yuan.
, Shennong Technology and other 15 stocks, including Shennong Technology,
, As of the close of March 20, a total of 15 stocks in the two markets had a positive and negative pattern of K-line. The biggest increase on the day was Shennong Technology, Guofa Shares, and Anji Food , with the increase of 10.14%, 10.09%, and 10.00% respectively.
It is worth noting that Saisheng Pharmaceutical, Shennong Technology, Tonghe Technology and other stocks have the largest net inflow, reaching 50.7475 million yuan, 50.3565 million yuan, and 39.3994 million yuan respectively.
Note: The last 4 forms of this information have been excluded from new stocks listed in the past year.
This article is from Databao
