① 's profit is expected to increase by 860% in the next three years. The company's pan-semiconductor / electronic scarce equipment has achieved a "0 to 1" breakthrough to achieve the only domestic mass production, and subsequent new products may be released one after another after 2023. The current industry supply shortage import substitution is expected to accelerate. ② Huawei Hongmeng, Euler, Gauss Ecology fully participate in the core technology suppliers, analysts believe that there are at least three major expectations gap, at least double the estimated repair space.