"High-quality potential stocks in the concept of Hisilicon, which received significant capital inflow from investors within the year, have been revealed."

Recently, Shenzhen Hisilicon Semiconductor Co., Ltd. underwent a change in its business registration, with Xu Zhijun stepping down as the legal representative and chairman, and Gao Ji taking over. At the same time, several senior executives of the company also underwent changes. Industry experts believe that this may be a normal management rotation mechanism within Huawei, or it may indicate that the company will have a new direction in its semiconductor strategic layout. The development of domestic semiconductor companies is not only dependent on their commitment to localization, but also on the support of industry chain companies. As for Huawei Hisilicon, in terms of concept stocks, the Hisilicon concept index in the A-share market has increased by nearly 38% overall this year, with 11 stocks increasing by over 50% and 6 stocks declining in share price. In terms of performance, Hisilicon concept stocks have maintained a growth trend in net profit in the first half of the year for two consecutive years, with a total net profit in the first half of this year exceeding 9 billion RMB, a year-on-year increase of over 15%. In terms of fund attention, as of September 11th, Hisilicon concept stocks have seen an overall increase in positions by financing clients of nearly 20% this year, with 70% of financing securities being added to by clients, and 15 securities seeing an increase of over 30%. Looking at consensus forecasts from institutions, there are 12 Hisilicon concept stocks that have seen an increase in positions by financing clients of over 10% this year, with a consensus forecast of net profit growth of over 30% for 2025 and 2026. Among them, there is hope for net profit growth of over 100% in 2025 for companies such as Comba Telecom, Crystal-Optech, and Uranus Information.