zhitong financial APP learned that Guotai junan released a research report saying that with Huawei's HDC announcing the combination of star flash technology with hongmeng, has opened the first year of commercial use of star flash technology , relevant companies in star flash alliance will fully benefit, and the recommended targets are chianxin (688561.SH), etc. Beneficiary targets: digital authentication (300579.SZ), etc.

▍ Guotai Junan's main points are as follows:

star flash technology detonates changes in the field of human-computer interaction, and the market space will exceed expectations.

with the bottleneck of traditional bluetooth, Wi-Fi and other wireless connection technologies in the scene of massive terminals, star flash (NearLink), as a new generation of wireless short-distance communication technology native to china, has brought great technical advantages in the innovative design of physical layer. the transmission performance of high reliability and low delay makes the interaction efficiency of intelligent terminals such as PC, mobile phone and automobile improve dramatically, will inject new value into the experience of many scenarios such as human-computer interaction in the era of all things, high-performance intelligent terminal products are expected to rapidly iterate and upgrade, and the market space in the field of human-computer interaction will expand beyond expectations.

star flash technology to achieve the ultimate human-computer interaction experience.

"Star Flash" technology implements "one standard, multiple modes" in architecture design, thus combining the advantages of Bluetooth's low power consumption and Wi-Fi's high speed. At the same time, Star Flash is similar to 5G in OFDM and CP design, time domain and frequency domain scheduling particles, and adopts 5G Polar coding technology, thus bringing about sensitivity gain and anti-interference ability improvement. Finally, Star Flash technology enables infinite communication to achieve lower energy consumption, faster data transmission and lower transmission delay, while ensuring more stable and reliable wireless connection, wider signal coverage and larger networking scale, finally make the transmission "foolproof".

The first year of Starshine Commercial has begun.

Starflash Alliance, founded in 2020, is positioned to promote the innovation of new wireless short-range communication technology and industrial ecology, carry the application of smart cars, smart homes, smart terminals and smart manufacturing, and ultimately promote the internationalization of standards and industries. At the Hongmeng Zhilian Summit on August 5, 2023, Huawei announced that Star Flash will become the highest certification standard of Hongmeng Zhilian S, relying on Hongmeng's existing ecology, product matrix building and market landing rhythm is expected to accelerate, commercial value is expected to quickly cash in.

Risk:

The technology iteration was less than expected and the pace of market expansion was less than expected.