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American repentance! Just now, allow to cooperate with Huawei!
Update Time : 2020-06-16 View : 3233

Recently, Huawei received two important messages.
On Monday, the U.S. government confirmed that it would revise the ban on U.S. companies from doing business with Huawei, allowing them to work together to develop the next generation of 5g network standards, China Daily quoted Reuters.
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Photo source: Sina Weibo @ China Daily
Last year, the U.S. government added Huawei to the so-called "entity list" of the U.S. Department of Commerce, limiting the sale of U.S. goods and technology to the company on national security grounds.
In addition, Huawei's mobile phone also has good news. According to the latest report released by counter point, the market share of Huawei mobile phones reached 21.4% in April 2020, surpassing Samsung for the first time in history and ranking the first in the world.
Stimulated by the two good news, today's (June 16) capital market also set off a wave of rising market. As of the close of the 16th, the three indexes of a shares rose by more than 1% and Huawei concept index rose by more than 2.7%.
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Photo source: Oriental Fortune
US Department of Commerce adjustment
Allow us companies to cooperate with Huawei to develop 5g standard
According to the website of the Ministry of foreign affairs, Zhao Lijian, spokesman of the Ministry of foreign affairs, presided over a regular press conference on May 15. Reuters asked: "the South China Morning Post reported over the weekend that Yang Jiechi, member of the Political Bureau of the CPC Central Committee and director of the Office of the Foreign Affairs Working Committee of the CPC Central Committee, and Peng Peio, Secretary of state of the United States, have met or will meet in Hawaii.". Can China confirm that the two sides have met? If so, can you provide more details?
Zhao Lijian said that China and the United States maintain communication through diplomatic channels. If there is any further information, we will release it in time.
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Photo source: Official Website of the Ministry of Foreign Affairs
In addition, more than a year after Huawei was listed in the U.S. entity list, the U.S. Department of Commerce recently announced the modification of the ban, allowing U.S. enterprises to cooperate with Huawei to develop 5g standards.
On June 15 local time, the U.S. Department of Commerce announced that in order to realize the functionality, compatibility and security of the communication industry, the U.S. must participate in the development of standards in the field of communication and make its own contribution, from participating in and leading the development of 5g, automatic driving, human intelligence and other future cutting-edge technologies in the world.
Under the new rules, U.S. companies can cooperate with Huawei in 5g standard setting without applying for a temporary license, the Commerce Department said.
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Photo source: Official Website of the U.S. Department of Commerce
According to the announcement of the U.S. Department of Commerce, Huawei, as a participant and maker of communication standards, will not affect the participation of American enterprises in the development of important communication standards, even if Huawei has been listed in the entity list in May 2019.
The U.S. Department of commerce also tweeted that it would amend the ban on business between U.S. enterprises and Huawei, so that they can work together to develop the next generation of 5g network standards.
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Image source: Twitter
However, this action aims to protect the national security and foreign policy interests of the United States, "the United States will not give up its leadership in global innovation." Wilbur Ross, Secretary of the US Department of Commerce, said.
In response, according to the securities times · e company, Huawei insiders said: "the company will have an official response to this matter, and the documents are pending review."
In fact, as early as May 7, the week before the U.S. released the global disconnection of Huawei's supply chain, Reuters revealed that the U.S. government was about to sign a new regulation allowing U.S. companies to cooperate with Huawei to build the next generation 5g network standard.
According to the information disclosed before, the reason why the United States relaxed this restriction on Huawei is that after the United States comprehensively suppressed Huawei, because of Huawei's advantages in 5g patents, the U.S. voice in participating in the construction of some international 5g standards continued to decline, while Huawei's voice continued to increase, which is not conducive to the U.S. control of 5g.
First super Samsung
Huawei's mobile phone sales ranks first in the world
In addition to the changes in the surrounding environment, Huawei also has a good news recently: Huawei's mobile phone surpassed Samsung for the first time and topped the monthly title of global smartphone shipments.
According to the global times, cntechpost, a technology website, quoted a report from counter point, a market research institution, on April 15, showing that the total volume of intelligent machine shipments in the world in April this year was 69.37 million units, a 41% year-on-year decrease. Among them, the market share of Samsung mobile phone is about 19.1%, while that of Huawei is 21.4%. According to the report, the main reason why Samsung was overtaken by Huawei was that its sales volume in India fell sharply due to the closure of the city.
In addition, South Korea's Newswire news agency, 15 daily, said that Huawei is facing a risk of disconnection in terms of core components of smart machines due to the impact of China US relations. It is speculated that Huawei may entrust Samsung Electronics of South Korea to produce 5g chipset.
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The deal could include Samsung manufacturing more advanced chips for Huawei,

日前,华为迎来两个重要消息。

据中国日报援引路透社消息,美国政府周一证实,将会修改禁止美国企业与华为进行生意往来的禁令,允许其合作制定下一代5G网络标准。

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图片来源:新浪微博@中国日报

去年,美国政府将华为列入美国商务部的所谓“实体名单”,以国家安全为由限制向该公司出售美国的商品和技术。

此外,华为手机也传出好消息。市场调研机构Counterpoint公布的最新报告显示,2020年4月华为手机的市场占有率达到了21.4%,历史上首次超越三星,登顶全球第一的位置。

受上述两大利好消息的刺激,今日(6月16日)的资本市场也掀起一波上涨行情。截至16日收盘,A股三大指数集体上涨超1%,华为概念指数整体上涨逾2.7%。

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图片来源:东方财富

美国商务部调整口径

允许美企与华为合作制定5G标准

据外交部网站,15日外交部发言人赵立坚主持例行记者会,路透社记者提问:《南华早报》周末报道称,中共中央政治局委员、中央外事工作委员会办公室主任杨洁篪与美国务卿蓬佩奥已经或者即将在夏威夷举行会见。中方能否证实双方已举行会见,如果是,你能否提供更多细节?

赵立坚表示,中美外交渠道保持着沟通。如果有进一步消息,我们将及时发布。

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图片来源:外交部官网

此外,将华为列入美国实体清单一年多后,日前,美国商务部最新宣布修改禁令,允许美国企业与华为合作制定5G标准。

当地时间6月15日,美国商务部发布公告称,为了实现通信产业之间的功能化、兼容性和安全性,美国必须参与到通信领域的标准制定中,作出自己应有的贡献,从参与并引领着5G、自动驾驶、人工智能和其他未来尖端技术在全球的发展。

美国商务部表示,根据新规定,美国企业可在5G标准制定方面,与华为合作,无须申请临时许可证。

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图片来源:美国商务部官网

美国商务部公告指出,华为作为通信标准的参与者及制定者,并不会成为影响美国企业参与重要的通信标准制定,哪怕华为已经在2019年5月被列入实体清单。

美国商务部同步在推特发文指出,将修改美国企业与华为生意往来的禁令,让美企与华为可合作共同制定下一代的5G网络标准。

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图片来源:推特

不过,这一行动旨在保护美国的国家安全和外交政策利益,“美国不会放弃在全球创新中的领导地位。”美国商务部秘书威尔伯·罗斯表示。

对此,据证券时报·e公司,华为内部人士透露:“公司针对此事将会有官方回应,文件正待审核中。”

其实,早在5月7日,也就是美国发布对华为供应链全球断供的前一周,路透社就透露美国政府即将签署一份允许美国公司与华为公司合作、共建下一代5G网络标准的新规。

根据此前透露的信息,美国之所以放宽对华为的此项限制,主要是美国在对华为全面打压后,由于华为在5G专利上的优势,令美国在参与某些国际5G标准建设的话语权不断下降,而华为的话语权却不断得到增强,已经不利于美国对5G的掌控。

首超三星

华为手机全球销量第一

除了外围环境发生变化之外,华为日前还传出一个好消息:华为手机首次超越三星,登顶全球智能机出货量月度桂冠。

据环球时报,科技网站cnTechPost 15日援引市场调研机构 Counterpoint 的报告显示,今年4月全球智能机总出货量为6937万台,同比减少41%。其中,三星手机的市场占有率约为19.1%,华为则达到21.4%。报道称,三星被华为超越的主要原因是,其印度市场因封城受到影响销量产量大幅下滑。

此外,韩国纽西斯通讯社15日报道称,受中美关系影响,华为在智能机核心零部件方面正面临断供风险。有推测认为,华为有可能委托韩国三星电子进行5G芯片组生产。

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双方交易的内容可能包括:三星将为华为制造更加先进的芯片,同时作为回报,华为将把部分全球智能手机市场份额让给三星。此前华为一直试图通过自己下属的海思半导体进行相关芯片的设计和生产,但关键技术难以在短期内突破,因此向三星求援。

针对三星和华为“芯片换手机市场份额”的可能性,韩国媒体多持否定的看法。华为2019年财报数据显示,其消费者业务收入占整体营收比重高达54.4%,且保持34%的增长,而运营商业务收入占比已降至34.5%,同比增幅只有3.8%。

有专家表示,华为的手机产业仍然能带来很强的现金流和收益,因此华为放弃一部分手机产业的可能性似乎并不高。韩国业内相关人士也表示,继5G技术后,华为在半导体方面也受到美国政府的压力限制,因此当前华为能反击的手段并不多,而华为拿手机与三星换芯片的说法在现实中难以出现。截至15日,三星电子方面未对上述传闻做出回应。

华为概念股集体暴涨

受上述两大消息刺激,16日,A股、港股市场,都掀起了一股“华为行情”,相关概念股和题材板块集体暴涨。

A股方面,截至16日收盘,华为概念指数整体上涨逾2.7%。其中,长信科技、华星创业、立昂技术、意华股份、天华超净、汉威科技、华丽家族等成分股纷纷涨停。

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值得注意的是,在华为概念股的带动下,16日,A股科技股也出现了集体大涨的行情。

截至当日收盘,从行业板块上看,通信、电子等板块整体大幅上涨;从概念板块上看,光模块、4G等领涨,涨幅均超4%。

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港股方面,16日,港股高开,盘面上华为概念股全线走高,截至发稿,港股舜宇光学科技涨超8%;中兴通讯涨超13%。而在华为概念股带动下,港股芯片股也同步大涨,中芯国际大涨超9%。

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