最全华为HMS产业链名单来了!概念龙头狂奔,一线游资扫货

华为在软件层面与其目前行业地位具有较大的不匹配,发展HMS补强软件生态实力将是华为提升软硬件整体产业链服务能力的关键所在。

基于华为终端云服务(Huawei Mobile Services,HMS)生态打造的华为应用市场已正式发布,目前华为应用市场月活用户达到4亿以上。业内分析称,基于国内庞大的消费市场、逾11亿移动互联网用户以及5G带来的万物互联机遇,华为HMS生态构建进度有望超出市场预期。


华为正式推出HMS服务

北京时间2月24日晚间,在巴塞罗那盛大召开的以“共联未来”为名的华为终端产品与战略线上发布会如期举行,这是华为在2020年开年来第一场重磅发布会。在本次发布会上,除了业界期待的折叠屏新机MateXs、5G版MatePad、PC等新品,华为还首次正式推出华为HMS服务。

HMS为手机应用开发者提供包括定位、通知推送、地图等服务,让开发者能够开发更好地适配华为的硬件和操作系统环境的App。申万宏源证券分析认为,HMS意在手机出海和吸引开发者生态,否则无法替代。当前谷歌停止向华为授权GMS,严重影响华为手机海外用户的使用体验,华为希望推出的Mobile Service,来吸引更多的开发者开发使用HMS而不是GMS的App。

业内人士指出,华为做HMS难度不小,但这是华为移动终端的最后一块拼图,HMS的发布是鸿蒙系统推进的非常重要一步。

为了取代GMS,华为准备了相当完备的一整套内容:HMSCore4.0除了已经运营多年的华为帐号、支付、分析、云空间、游戏服务,已经上线4个月的广告、定位服务外,还新增了不少开发者期待已久的新能力,包括机器学习服务、情景感知服务、统一扫码服务、近距离通信服务、全景服务、安全检测服务、动态标签管理器服务、线上快速身份验证服务、位置服务、快应用服务、数字版权服务、运动健康服务、用户身份服务,其中不少服务还为开发者带来了融合华为芯-端-云能力的新特性。

HMS概念股大受追捧

在本次发布会前,市场上关于华为HMS相关的概念股炒作持续升温,而其中最受热捧的无疑是网达软件。该股自上周四以来收获了3个涨停板,今日早盘一度涨停,午间收盘时大涨9.64%。它昨日龙虎榜数据显示,近三个交易日其龙虎榜资金净买入1.01亿元,其中一线游资国泰君安证券上海江苏路营业部现身买入席位。近日有投资者向网达软件提问有关华为HMSCore4.0全面上线的相关情况,网达软件在回复投资者时表示,公司与华为在大视频领域有合作,具体合作内容受双方签订的保密协议约束。

不过就在昨日晚间网达软件发布异动公告称,公司不涉及通用基础操作系统,与华为大视频业务有技术合作,相关业务占比较小。网达软件还表示,截至2月21日,公司股票滚动市盈率249.39倍,已显著高于行业市盈率。

除了网达软件,提供地图服务的四维图新连日来也是持续走强,该股今日早盘再度大涨5.31%,最新股价创一年来新高。四维图新目前与华为的合作领域主要在面向B端的导航电子地图、自动驾驶地图、V2X、智慧城市、平安园区、华为云等方面。此外,包括常山北明、掌阅科技、诚迈科技、北信源等在内的多只股票表现活跃。

数据宝根据券商机构研报和上市公司相关资料,梳理出华为HMS产业链股票,共计40股入围。截至昨日收盘,2月以来这些股票平均涨幅为29.59%。其中常山北明、国农科技、诚迈科技、卫宁健康等股累计涨幅超过50%。表现最抢眼的是常山北明,期间累计上涨69.04%。据悉,常山北明旗下北明软件已经成为华为ICT领域最大的合作伙伴之一。公司当前深度参与鲲鹏产业链,联合华为塑造首个基于鲲鹏的智慧城市。具体名单见下表:

从北上资金持仓情况来看,华为HMS产业链股票中,26股获北上资金持仓超亿元。广联达、用友网络、启明星辰、科大讯飞、卫宁健康、深信服、中科创达、卫士通等8股获北上资金持仓超10亿元,北上资金持仓市值最高的是广联达,达到58亿元。从增减持数据来看,2月以来,14股获北上资金加仓百万股以上,卫宁健康、科大讯飞、佳都科技获加仓超过千万股。

从业绩数据来看,去年19股净利润有望同比增长10%以上,其中诚迈科技、网达软件、佳都科技、中孚信息、国农科技、长亮科技、拓维信息预计增幅翻倍,预计增幅最高的是诚迈科技,公司预计去年净利润为1.64亿元至1.69亿元,同比增长930%至960%,业绩大幅增长主要是由于完成出售全资子公司武汉诚迈科技有限公司100%股权事项,预计获取一次性投资收益1.57亿元。

HMS生态应用数量有较大提升空间

中信证券指出,广度上,HMS的开发者和生态应用数量均有较大提升空间,HMS目前开发者数量为130万人,仅占全球开发者的约10%,5.5 万个应用数量亦显著落后Google Play 的280万应用数。GMS于谷歌有多重要,HMS于华为就有多迫切。华为在软件层面与其目前行业地位具有较大的不匹配,发展HMS补强软件生态实力将是华为提升软硬件整体产业链服务能力的关键所在。

安信证券认为,HMS服务是华为移动终端的最后一块拼图。谷歌GMS作为安卓生态最核心商业载体,其谷歌商店2018年营收就达到248亿美元,苹果商店收入更高达466亿美元。随着HMS在全球大力推广,华为商店有10倍以上的增长空间,HMS生态内公司将显著获益。

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