relying on Huawei's strong appeal in the core technology field, the "Huawei industrial chain" is gradually eclipsing the "Apple industrial chain" and is expected to become an imaginative core asset in the next decade. On the night of September 19th, Beijing time, Yu Chengdong, CEO of Huawei's consumer business, released Mate 3 series flagship mobile phones in Munich. Stimulated by this good news, many Huawei concept stocks rose sharply. Huabao Technology Leading ETF, the only and first technology leading ETF in China, has a trading code of 515,, and 19 Huawei concept stocks are included in 5 constituent stocks, of which 18 stocks have risen in the past two trading days, and 8 have increased by more than 5%, which has boosted the net value of the fund.

following the release of Huawei's first 5G mobile phone Mate 2 5G in July 219, it has now launched a "second generation real 5G mobile phone", which integrates the processor and 5G baseband for the first time, supports two networking modes, NSA and SA, and supports dual-card dual standby. 5G and 4G cards can be online at the same time, which makes Apple, which first released the iphone 11 on September 13th, feel pressure. For Mate 3 series, some brokerage analysts have shouted out the prediction: Huawei Mate 3 series predicts that the shipment volume will exceed 2 million units in 219.

stimulated by the good news that Huawei released the new Mate 3 series machine, the related Huawei concept stocks rose sharply in the past two trading days. On September 2 th, many stocks once had daily limit. Wind statistics show that there are currently 16 A-share Huawei concept stocks. In the past two trading days, 84 stocks have risen, accounting for nearly 8%. Among them, the share price of six Huawei concept stocks rose by over 1% in just two trading days.

the outstanding performance of these stocks directly promotes the performance of related technology-related ETFs. Take the recent famous Huabao technology leading ETF as an example. The fund code is 515,, and among its latest 5 constituent stocks, there are 19 Huawei concept stocks. Wind statistics show that on September 19th and 2th, the share prices of 18 Huawei concept stocks rose, and 8 stocks rose by more than 5%, namely Xinwangda, Dazu Laser, Hudian, Siweituxin, Huiding Technology, Tongfu Microelectronics, Shennan Circuit and Qianfang Technology. Since the beginning of this year, the performance of the above 19 Huawei concept stocks has also far exceeded expectations, among which Hudian shares increased by as much as 34.35% during the year.

In fact, apart from the launch of annual flagship products by Apple and Huawei, which stimulated the strength of related concept stocks, the technology stocks generally strengthened obviously thanks to the double benefits of recent policies and funds. According to Wind statistics, as of September 2, 219, the benchmark index of technology leading ETF-CSI Technology Leading Index rose as high as 6.19% during the year, exceeding the performance of 26 industry indexes among 28 first-class industry indexes of Shenwan in the same period, and far exceeding the performance of broad-based indexes such as Shanghai and Shenzhen 3, SSE 5, CSI 5 and GEM. Not only this year, but also by extending the time interval to the past year, two years and five years, the performance of the CSI Science and Technology Leading Index has also significantly outperformed the Shanghai and Shenzhen 3, CSI 5 and GEM. From the base date of June 29, 212 to September 2, 219, the cumulative growth rate of the leading index of CSI technology was as high as 225.82%, while the growth rates of GEM, SSE 5, CSI 3 and CSI 5 in the same period were 134.63%, 73.42%, 59.88% and 49.94% respectively, indicating that the index was superimposed.

Thanks to the strength of technology stocks, related technology theme funds continue to be sought after by funds. Similarly, take Huabao technology leading ETF as an example. Since its listing on August 16th, the share of technology leading ETF has increased by nearly 4 billion shares. According to the average transaction price of 1.11 yuan since its listing, the net inflow of technology leading ETF has reached 4.438 billion yuan in just 25 trading days, making it the largest stock ETF in Shanghai and Shenzhen.

Based on the global leading ability of 5G technology, the market is generally optimistic that Huawei's industrial chain will become the biggest investment opportunity for A shares in the next 5 to 1 years. Guotai Junan Research Report analyzed that the lack of innovative elements and the lack of 5G functions cast a shadow over the future prospects of Apple and its industrial chain. The worse luck now, the better another time. Look at Apple in the 4G era and Huawei in the 5G era. In the past ten years, the trillion-dollar market value of Apple has given birth to the whole industrial chain, and dozens of companies in the A-share market alone have become ten times the big bull stocks in ten years. In the future, the domestic independent brand supply chain headed by Huawei will usher in a "golden" investment period with the same volume.

according to professional analysis, compared with direct investment in Huawei concept technology stocks, by investing in a technology theme fund covering many "Huawei concept stocks" such as Huabao Technology ETF, the investment risk can be reduced while enjoying the rising dividend of technology stocks, which is obviously more suitable for ordinary investors.