On February 24, Yu Chengdong, Huawei's Executive Director, Chairman of Terminal BG, and Chairman of Intelligent Automotive Solutions BU, reaffirmed that Huawei will unveil an "unexpected product" in March, sparking widespread curiosity and anticipation across industries. Through a short video posted on Weibo, Yu Chengdong announced that the inaugural mobile phone designed natively for HarmonyOS will debut in March, with prominent ecological partners such as Tencent, ByteDance, Meituan, and Alibaba racing to enhance the user experience. He revealed that this "unexpected product" represents groundbreaking advancements in hardware, software, and ecosystem integration. The Huawei mobile phone industrial chain encompasses various segments, including Chips and Core Components (e.g., RF front-end chips, memory chips), Display and Touch (screen panels, touch modules), Structural Components and Precision Manufacturing (metal frames/hinges, glass covers/backplates), Camera Modules, Batteries and Charging, ODM/OEM and Contract Manufacturing, and Software and Ecosystem.

Growth ability reflects a company's capacity to sustainably expand its asset base, profitability, and market share amidst changing market conditions, indicative of its future development potential. This article, part of the [Growth Ability] series under Corporate Value, analyzes 44 enterprises within Huawei's mobile phone industrial chain. Key evaluation metrics include compound revenue growth, compound growth of non-deducted net profit, and compound growth of net operating cash flow. Please note that the data presented is historical and does not predict future trends; it serves solely for static analysis and does not constitute investment advice.

Top 10 Huawei Mobile Phone-related Companies with Robust Growth Potential:

No. 10: Canqin Technology
Industry Segment: Communication Network Equipment and Devices
Growth Ability: Compound Revenue Growth 5.25%, Compound Growth of Non-deducted Net Profit -20.94%, Compound Growth of Net Operating Cash Flow -31.82%
Performance Forecast: Latest Forecast Average Net Profit 71 million yuan, Average Forecast Growth Rate 50.85%
Main Products: Filters (78.94% of profit, gross margin 24.96%)
Company Highlights: Canqin Technology's microwave dielectric ceramic components are predominantly used in the communication equipment industry, maintaining strong partnerships with Huawei and others.

No. 9: Lens Technology
Industry Segment: Consumer Electronics Components and Assembly
Growth Ability: Compound Revenue Growth 9.72%, Compound Growth of Non-deducted Net Profit 34.80%, Compound Growth of Net Operating Cash Flow 24.10%
Performance Forecast: Latest Forecast Average Net Profit 3.962 billion yuan, Average Forecast Growth Rate 31.13%
Main Products: Smartphones and computers (79.83% of profit, gross margin 13.75%)
Company Highlights: As a global leader in functional window and appearance protection components for consumer electronics, Lens Technology counts Huawei among its esteemed clients.

No. 8: Sunway Coaxtech
Industry Segment: Consumer Electronics Components and Assembly
Growth Ability: Compound Revenue Growth -1.82%, Compound Growth of Non-deducted Net Profit 1.02%, Compound Growth of Net Operating Cash Flow -21.11%
Performance Forecast: Latest Forecast Average Net Profit 636 million yuan, Average Forecast Growth Rate 78.71%
Main Products: Automotive connectors (33.54% of profit, gross margin 40.78%)
Company Highlights: Specializing in micro electrical connectors, interconnection systems, POGOPIN products, and PCB flexible boards, Sunway Coaxtech's products are featured in Huawei's MATE20 mobile phone.

No. 7: Sunwoda
Industry Segment: Lithium Batteries
Growth Ability: Compound Revenue Growth 13.19%, Compound Growth of Non-deducted Net Profit 35.75%, Compound Growth of Net Operating Cash Flow 48.80%
Performance Forecast: Latest Forecast Average Net Profit 1.72 billion yuan, Average Forecast Growth Rate 59.81%
Main Products: Consumer batteries (60.12% of profit, gross margin 18.07%)
Company Highlights: Sunwoda is a key partner of Huawei, supplying mobile phone battery products to the tech giant.

No. 6: Crystal Opto-Electronic
Industry Segment: Optical Components
Growth Ability: Compound Revenue Growth 15.44%, Compound Growth of Non-deducted Net Profit 19.05%, Compound Growth of Net Operating Cash Flow 31.71%
Performance Forecast: Latest Forecast Average Net Profit 1.027 billion yuan, Average Forecast Growth Rate 71.06%
Main Products: Optical components (47.15% of profit, gross margin 27.74%)
Company Highlights: Serving esteemed clients like Huawei, OPPO, Vivo, and Xiaomi, Crystal Opto-Electronic specializes in precision optical thin-film components.

No. 5: JPT
Industry Segment: Laser Equipment
Growth Ability: Compound Revenue Growth 1.12%, Compound Growth of Non-deducted Net Profit 15.03%, Compound Growth of Net Operating Cash Flow (negative)
Performance Forecast: Latest Forecast Average Net Profit 153 million yuan, Average Forecast Growth Rate 42.46%
Main Products: Lasers (54.77% of profit, gross margin 39.59%)
Company Highlights: In the realm of optical fiber devices, JPT stands as a qualified supplier to Huawei.

No. 4: Longsheng Technology
Industry Segment: Chassis and Engine Systems
Growth Ability: Compound Revenue Growth 40.16%, Compound Growth of Non-deducted Net Profit 14.32%, Compound Growth of Net Operating Cash Flow (negative)
Performance Forecast: Latest Forecast Average Net Profit 233 million yuan, Average Forecast Growth Rate 58.35%
Main Products: EGR products (42.96% of profit, gross margin 24.47%)
Company Highlights: Longsheng Technology enjoys deep collaboration with Huawei, providing satellite communication modules for products such as the Huawei Mate 60 Pro.

No. 3: SmartSens
Industry Segment: Digital Chip Design
Growth Ability: Compound Revenue Growth 3.08%, Compound Growth of Non-deducted Net Profit (negative), Compound Growth of Net Operating Cash Flow (negative)
Performance Forecast: Latest Forecast Average Net Profit 407 million yuan, Average Forecast Growth Rate 2759.98%
Main Products: Chip sales (92.51% of profit, gross margin 20.06%)
Company Highlights: SmartSens' partnership with Huawei allows it to integrate its technology into Huawei's mobile phone imaging system, enhancing photography capabilities.

No. 2: O-Film Tech
Industry Segment: Optical Components
Growth Ability: Compound Revenue Growth -14.08%, Compound Growth of Non-deducted Net Profit (negative), Compound Growth of Net Operating Cash Flow (negative)
Performance Forecast: Latest Forecast Average Net Profit 229 million yuan, Average Forecast Growth Rate 197.77%
Main Products: Smartphones (79.67% of profit, gross margin 11.17%)
Company Highlights: O-Film Tech is a primary supplier of camera modules and under-screen fingerprint components for Huawei's flagship models.

No. 1: Sunway Precision
Industry Segment: Consumer Electronics Components and Assembly
Growth Ability: Compound Revenue Growth 11.45%, Compound Growth of Non-deducted Net Profit (negative), Compound Growth of Net Operating Cash Flow (negative)
Performance Forecast: Latest Forecast Average Net Profit 781 million yuan, Average Forecast Growth Rate 811.11%
Main Products: Consumer electronics precision structural parts and modules (49.64% of profit, gross margin 18.51%)
Company Highlights: Sunway Precision supplies periscope camera module brackets for Huawei's P30 series and high-end waterproof type-C connectors for various Huawei devices.

Top 10 Huawei Mobile Phone-related Companies with Robust Growth Potential: Compound Revenue Growth, Compound Growth of Non-deducted Net Profit, and Compound Growth of Net Operating Cash Flow over the Past Three Years: