Huawei Hongmeng A-Share Ecosystem Boiling, Domestic Software Waiting For The Wind?

? ? ? On May 25, Huawei Technology Co., Ltd. announced that it planned to officially hold a Hongmeng product release on June 2. It is expected that Hongmeng operating system, which was only used for smart screens and wearable devices, will be used in more product categories.

? ? ? ? As soon as the news comes out, the already active A-share Huawei Hongmeng plate is boiling again, and driving the whole domestic software plate to soar. By the end of May 25, the trading limit of yilianzhong, Longruan technology and DAHAO technology was up, Runhe software was up by more than 10%, contact interaction, Fuxin software, Changshan Beiming were up by more than 8%, Kelan software, Jinshan office, Tuowei information, advanced data communication, Guohua Wangan, etc. followed.

Market insiders believe that Hongmeng OS has become the unified language of many devices, which means the development and prosperity of Hongmeng new ecology and is conducive to the development of local software service industry.

However, judging from the current market structure, Hongmeng will have a lot of difficulties in shaking apple and Android systems in the short term. This can be seen from the business proportion of relevant listed companies. According to the 21st century economic report, many A-share software service companies are in hot pursuit of funds because of their business related to Hongmeng, but most of them have small business volume and lack of performance support, or the adaptive development of related products and Hongmeng system is only in the research and development stage.

Hongmeng OS has become the unified language of many devices, which means the development and prosperity of Hongmeng new ecology and is conducive to the development of local software service industry. Visual China

Eco giant ticket

In December 2020, Huawei launched the beta version of harmony OS 2.0 mobile phone developers. Since this year, Huawei has launched the beta test for Hongmeng OS 2.0 developers, and Huawei's various mobile phones have successively supported the Hongmeng operating system.

What is the significance of the birth of Huawei Hongmeng to Huawei?

The answer given by Chen Hang, chief analyst of Founder Securities electronics industry, is: This is the ticket for Huawei to become an ecological giant; It is a non hardware continuation of Huawei mobile phone + IOT; It is the strategic fulcrum of Huawei's intelligent car.

Chen Hang pointed out that the ultimate competition of digital commerce, in the final analysis, is the competition of operating systems. One of the common characteristics of the top three companies with global market value is that they all have operating systems. Huawei's launch of Hongmeng has determined for a long time whether it can obtain the fourth ticket of operating system in the era of heterogeneous computing.

Especially in the face of the blockade of the United States, the significance of mobile phone Hongmeng is even more significant. "This is forcing Huawei to change its business model of selling hardware directly, get rid of the business risks brought by chip blockade, and realize the business continuity through Hongmeng OS." Chen Hang said.

Although Hongmeng is highly expected by the market, it still has a long way to go in terms of actual business.

In terms of mobile phone operation, apple IOS and Google Android have almost formed a situation of "two parts of the world". Whether Hongmeng OS can break the current situation is still unknown.

"Hongmeng came out late. It is designed for the Internet of things. To break the existing market pattern, it needs to be recognized by domestic and foreign manufacturers. Judging from the current situation, Hongmeng has little foreign market space and mainly develops in China. However, it is difficult for domestic manufacturers to move into Hongmeng camp because of Android. " Zhang Xiaorong, President of the Institute of deep science and technology, former senior vice president of a securities company and chief Internet analyst, said in an interview with 21st century economic report.

Yang Bo, a senior communications engineer and strategic planning expert, believes that Hongmeng can not create a tripartite trend in the world in the short term, but in China, Hongmeng can challenge Android's position“ Because Hongmeng can not support GMS and HMS is not well used in the world at present, its use scope is basically limited to China, including at most other countries that cannot use GMS. In these countries, it is completely possible for Hongmeng to create its own ecology. "

Yang Bo also pointed out the difficulties of Huawei's ecological construction: Hongmeng's decisive point lies in ecology, in that domestic Internet enterprises are willing to join Hongmeng ecology, and small and medium-sized developers are willing to develop application software for Hongmeng. Hongmeng supports Android compatibility. Although it can avoid the initial software ecological problems, this flexible solution is not the real Hongmeng ecology.

Zhang Xiaorong believes that "Hongmeng can take the lead in the development of fields involving the maintenance of national security, and gradually expand its share with the advancement of Digital China."

Software industry chain ushers in opportunities

Huawei is clearly aware of the above problems. If Hongmeng operating system wants to obtain a higher market share, it also needs the support of partners to jointly establish the ecology.

For Hongmeng system, Huawei's attitude is completely open source.

Wang Chenglu, President of Huawei's consumer business software department and President of AI and wisdom full scene business department, recently publicly said, "an ecological construction is much broader than a single point technology. We need to stand from the perspective of developers. Whether it is developing hardware or software, we hope that developers' development will become very simple and easy. The lower the threshold is, the more people can be attracted to come in, and our ecology will have hope. "

It is reported that Hongmeng operating system ecology has developed more than 1000 intelligent hardware partners and more than 50 module and chip solution partners. Currently, we are communicating and cooperating with the top 200 app manufacturers in the world to jointly develop cross terminal applications.

In terms of hardware, Huawei has set a small goal: by the end of 2021, it is expected that the number of intelligent hardware equipped with harmonyos will exceed 300 million, of which the scale of Huawei Hongmeng equipment will reach 200 million and the scale of Hongmeng ecological equipment will exceed 100 million.

This means that with the planned push of Hongmeng system, cooperation will be further expanded, and relevant partners will usher in opportunities.

According to the 21st century economic report, many A-share companies have participated in Hongmeng development cooperation.

Runhe software, the leader in this market, has been soaring for three consecutive days. According to public disclosure, the company is one of the initiators of open harmony, the ecological co builder of Huawei harmony OS, and the strategic partner of Hisilicon and IOT.

However, the impact of Hongmeng related business income realized by Runhe software on the current performance is very small. In 2020, the company's sales revenue related to Hongmeng will be 1.5522 million yuan, and the gross profit will be about 303000 yuan. In the same period, the company will achieve a total revenue of 2.48 billion yuan and a net profit of 100 million yuan.

Yilianzhong is relying on Hongmeng system to develop the software and system of the company. It said on the interactive platform that the company has not yet formed corresponding research and development achievements and no corresponding products have been implemented. This matter has no impact on the company's performance this year.

Changshan Beiming, whose stock price has soared, is also suspected of "rubbing hot spots". In June 2019, it was regulated because it was called a partner of Huawei Hongmeng, and issued an inquiry letter immediately.

Later, the company had to reply that Beiming software, a subsidiary, did not directly participate in Hongmeng system construction and core technology research and development, nor did it conduct joint research and development. As the hardware platform supporting Huawei Hongmeng system has just been put into the market, the software applications cooperated by Beiming software and Huawei Hongmeng have not generated revenue in the last two accounting years; In the future accounting year, the income and profit related to it are uncertain.

According to the annual reports of 2019 and 2020, Huawei is the largest supplier of Changshan Beiming, and the main cooperation between them is the Wangcheng smart city project in Changsha, Hunan Province, which is based on Huawei Kunpeng ecological construction.

In addition, beixinyuan, baolande, Guohua Wangan, Asia Pacific stock and aerospace information disclosed that they have developed or are developing relevant products to adapt to Hongmeng system.

Miao Xinjun, an analyst at Tianfeng securities, believes that Huawei's industrial status determines its rich ecological partners. The development and prosperity of Hongmeng new ecology is conducive to the intelligent upgrading and digital transformation of the industry“ At this stage, we are optimistic about the long-term opportunities of domestic software brought by Huawei Hongmeng ecological acceleration. "

?