11月7日,中软国际(00354)盘中股价出现大涨,截至收盘,该股涨幅高达5.23%,报收6.37港元。市场分析认为,这与华为新旗舰手机Mate 70系列有望搭载全新原生鸿蒙系统密切相关。
华为Mate 70手机已全面进入量产阶段,该系列或将成为华为首款搭载原生鸿蒙操作系统的旗舰手机。华为方面表示,这款手机极有可能在今年11月正式发布。此前,鸿蒙系统已在多个智能终端设备上部署,但主要集中在物联网、车载等领域,在智能手机领域尚未完全开花结果。
分析人士指出,中软国际作为鸿蒙操作系统原生应用开发及培训的钻石服务商,在鸿蒙系统商用化进程中具备独特优势,未来将充分受益于纯血鸿蒙系统的发展。国信证券表示,随着鸿蒙系统在手机领域的推广应用,中软国际预计业绩将逐步释放。中信证券也看好鸿蒙操作系统的渗透率提升及软件生态持续加速成型,鸿蒙生态合作伙伴有望迎来发展良机。
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