On the afternoon of November 26, the Huawei Mate brand ceremony was officially held, and the Huawei Mate 70 series was officially released. In this context, important component suppliers such as Lens Technology, BOE A, Visionox, etc., are expected to benefit.

According to the conference information, the long-awaited Mate 70 series includes four products: Mate 70, Mate 70 Pro, Mate 70 Pro+, and Mate 70RS, priced starting at RMB 5,499. In terms of configuration, the series continues the symmetrical camera module design of previous Mate series generations, features a bright titanium body, is equipped with the second-generation Kunlun glass, and supports the first satellite paging function.

Last year, the total sales volume of the Huawei Mate 60 series exceeded 14 million units without holding a press conference, not only igniting the market but also driving the upstream industrial chain. This year, before the launch of the Huawei Mate 70 series, media reports indicated that the planned production of some components had increased by approximately 50% compared to the same period for the Mate 60. This further confirms Huawei's confidence in the market prospects of the Mate 70 series and will bring new development opportunities to related supply chains.

According to Eastmoney data, there are over a hundred A-share concept stocks involved in the Huawei mobile phone industry chain. Among them, Lens Technology supplies the window protective glass cover, decorative parts, camera cover, and other appearance structural parts and module components for the Mate 70 series; chip suppliers mainly include SMIC, Nanjing Semiconductor, and Beken; major camera module suppliers include Sunny Optical, Sunny Optical Technology, AAC Technologies, etc.; screen and display module suppliers include BOE A, Visionox, and Tianma Microelectronics, etc.