Recently, Shenzhen Hisilicon Semiconductor Co., Ltd. underwent business changes. Xu Zhijun stepped down as legal representative and chairman, and Gao Ji took over; at the same time, many of the company's executives were changed. According to analysis by industry insiders, this may be a normal management rotation mechanism within Huawei, and it may also indicate that the company will take a new direction in the semiconductor strategic layout. The development of domestic semiconductor companies is inseparable not only from their own insistence on localization and substitution, but also from the support of industrial chain companies. As far as Huawei Hisilicon is concerned, looking at Huashun concept stocks, the overall Hisilicon Concept Index in the A-share market has risen close to 38% since this year, 11 shares have risen by more than 50%, and the stock price of 6 shares has fallen during the year. In terms of performance, the net profit of Hisilicon Concept shares maintained an upward trend in the first half of 2 consecutive years. The total net profit for the first half of this year exceeded 9 billion yuan, an increase of more than 15% over the previous year. Judging from the level of financial attention, as of September 11, Hisilicon concept stocks had received nearly 20% of their positions increased by financiers during the year, 70% of their securities were increased by financiers during the year, and 15 were increased by more than 30% by financiers. Based on the agency's consistent forecast data, there are 12 Hisilicon concept stocks that received financing increases by more than 10% during the year, and the agency unanimously predicts that net profit will continue to increase by more than 30% in 2025 and 2026. Among them, Gongjin Co., Ltd., Jingsai Technology, Zhuoyi Information, etc. were unanimously predicted by institutions that the net profit increase in 2025 is expected to exceed 100%.

Recently, Shenzhen Hisilicon Semiconductor Co., Ltd. underwent business changes. Xu Zhijun stepped down as legal representative and chairman, and Gao Ji took over; at the same time, many of the company's executives were changed. According to analysis by industry insiders, this may be a normal management rotation mechanism within Huawei, and it may also indicate that the company will take a new direction in the semiconductor strategic layout. The development of domestic semiconductor companies is inseparable not only from their own insistence on localization and substitution, but also from the support of industrial chain companies. As far as Huawei Hisilicon is concerned, looking at Huashun concept stocks, the overall Hisilicon Concept Index in the A-share market has risen close to 38% since this year, 11 shares have risen by more than 50%, and the stock price of 6 shares has fallen during the year. In terms of performance, the net profit of Hisilicon Concept shares maintained an upward trend in the first half of 2 consecutive years. The total net profit for the first half of this year exceeded 9 billion yuan, an increase of more than 15% over the previous year. Judging from the level of financial attention, as of September 11, Hisilicon concept stocks had received nearly 20% of their positions increased by financiers during the year, 70% of their securities were increased by financiers during the year, and 15 were increased by more than 30% by financiers. Based on the agency's consistent forecast data, there are 12 Hisilicon concept stocks that received financing increases by more than 10% during the year, and the agency unanimously predicts that net profit will continue to increase by more than 30% in 2025 and 2026. Among them, Gongjin Co., Ltd., Jingsai Technology, Zhuoyi Information, etc. were unanimously predicted by institutions that the net profit increase in 2025 is expected to exceed 100%.