After the stock price soared by 40% in two days, Bee Assistant disclosed an announcement on abnormal fluctuations in stock trading on the evening of February 25, responding to the "freshly baked" cloud phone hotspot concept.

According to public information, the cloud phone is a new type of intelligent terminal involving three parts: cloud computing/storage, high-speed wireless communication network transmission, and local interaction/display. In a typical cloud phone workflow, the user operates on the mobile terminal, and the command data is transmitted to the cloud operating system through the communication network, and the real-time picture runs on the cloud and is transmitted back to the physical mobile terminal through the audio/video stream and presented to the user.

Source: photo.com

The stock price soared 40% in two days, and the cloud phone "took flying" bee assistant?

On February 24, 2025, Bee Assistant (301382. SZ) "20CM" daily limit, the stock price rose 16.5% on February 25, and the cumulative increase in two trading days was about 40%. In addition, the company's share price hit a stage high of 63.79 yuan per share on February 26.

On the evening of February 25, Bee Assistant disclosed the announcement of abnormal fluctuations in stock trading, saying that the company noticed that the recent market attention to the hot concept of cloud mobile phone is high, and the company is positioned as a digital intelligence technology and service provider, and its main business is the comprehensive operation of digital goods, Internet of Things traffic operation + solutions, cloud terminal technology research and development + computing power operation.

At present, the company's main business remains stable, and the revenue generated by the technology and products developed by the company in the "cloud terminal technology research and development + computing power operation" sector accounts for a low proportion of the main business income. In 2023, the operating income of Bee Assistant will be 1,179,047,500 yuan, of which the revenue of cloud terminal technology and cloud computing power operation segment will be 24,490,400 yuan, accounting for about 2.08%.

It is worth noting that Bee Assistant has revealed that the cooperation with Huawei is mainly in the cloud terminal product research and development and computing power operation sector, and this sector will be the company's most promising business segment in the next two or three years. The "cloud phone" hotspot concept began with a mobile phone warm-up video released by Huawei's Yu Chengdong. 

On February 24, Yu Chengdong posted a video on Weibo saying that Huawei will release a "unexpected" product in March, which is the first new form of mobile phone born for the original Hongmeng, and has made new breakthroughs in hardware, software, and ecology.

Previously, at the 2024 International Information and Communication Exhibition, according to Huawei officials, the innovation potential of "5G-A+AI" in the consumer field is accelerating, cloud phones have become the key entrance to personal inclusive AI, and the new application scenario of "5G-A+AI" will change the way we live, work, and play.

On the same day that Yu Chengdong released the video, Bee Assistant also disclosed a record of investor relations activities. Bee Assistant said that on the basis of the existing mature cloud terminal (mobile phone) technology, the company has adapted, integrated and tested model capabilities such as bean bag and DS with the company's cloud OS platform to form AI cloud mobile phone capabilities that serve various cloud ecosystems, and related products will be launched in the future.

In addition, the company will continue to strengthen product-level technical cooperation with Company H, based on the server and container virtualization base of Company H's Kunpeng ARM architecture, and migrate comprehensive computing power such as "CPU, GPU, and storage" to the cloud, and at the same time give full play to the advantages of 5G's high bandwidth and low latency through cloud terminals.

A-share fans of cloud phones

According to CICC's research report, cloud phones can reduce the hardware configuration cost of physical terminals and release local storage space through storage and computing to the cloud, and the potential market space is broad. In the field of games, C-end users can use physical terminals with lower configurations to run large-scale games with higher hardware requirements; In the field of mobile office, cloud phones enable B-end enterprises to achieve mobile office at a low cost and improve enterprise data security. In addition, cloud phones have the advantages of long-term cloud presence and flexible cloud debugging and operation, and can be applied to scenarios such as application development and testing.

According to QYResearch, the global ARM-based cloud phone market is expected to grow to $2.013 billion by 2028, with a compound annual growth rate of 31% from 2021 to 2028.

At present, there are many listed companies in the cloud phone industry chain.

Standard Shares (600302. SH) standard Zhiyun system can be technically connected with Huawei's Hongmeng system, but there is a certain amount of work, and the software program needs to be customized and modified for different customers and different application scenarios. At present, the standard Zhiyun mobile APP, data middle platform and other scenario applications that the company is developing can be fully applied to Huawei's HarmonyOS system.

E-Hualu(300212. SZ) has worked closely with Huawei in the field of optical-magnetic converged storage, and has jointly developed a series of joint solutions such as OBS-B distributed optical-magnetic converged storage and backup and archiving. In addition, the two sides actively explore cooperation in the fields of data centers, smart cities, cloud computing, and cloud phones.

EclickWorld(301171. SZ) has been cooperating with HUAWEI CLOUD since 2019. With the capabilities of HUAWEI CLOUD phones, EclickWorld has developed a cloud gaming method and explored playable ads, providing users with a very realistic game exploration experience. Relying on the native capabilities of Huawei's Kunpeng server, users can directly experience the rich resources and content in the game through the advertising window without installing it, which better improves the conversion rate and value of ads.

UCD (688158. SH) has independently developed cloud phones and built upper-layer Android cloud games based on cloud phones in response to the strong demand for massive computing power generated by immersive real-time experiences in the metaverse era. Cloud phones can be applied to many business scenarios, such as cloud gaming, micro-terminal promotion, playable advertising, enterprise mobile office, and app simulation testing.

China Mobile (600941. SH) in the first half of 2024, the number of mobile customers will exceed 1 billion, and the number of 5G network customers will increase by about 49 million.

Xiechuang Data (300857. Through digital capabilities such as cloud network, security, and AI, it flexibly adapts to the personalized needs of users and releases the hardware resources of the mobile phone itself, including but not limited to cloud gaming, mobile office, and enterprise micro/micro private domain traffic operation, to meet the customized needs of IaaS, SaaS, and PasS layers, and support the implementation of multiple business parties.

Xingtu Xinke(688081. SH) 2U standard chassis can concurrently generate 1536 channels of 1080P video, solve the problem of large-scale data storage, and can be applied to the construction of green and low-carbon data centers and intelligent computing centers, and can also be used to build the hardware base of cloud phones and cloud games.

BIWIN Storage(688525. SH) BGA SSD products have been certified by Google Admission Supplier List, and have a wide range of application prospects in AI mobile terminals, cloud phones, high-performance ultra-thin notebooks, drones, smart cars and other fields.

Shengtian Network (300494. SZ) continues to increase investment in cloud technology, build a cloud game service platform around cloud PC and cloud phone scenarios, and accelerate infrastructure layout.

Tianzhou Culture(300148. SZ) actively explores related businesses such as virtual human idols, virtual human idol solutions, VR games, cloud games and cloud mobile phones.

Kirin Xin'an(688152. In terms of cloud computing, we have expanded the functions of cloud phones for mobile office scenarios to provide users with a safe and convenient new mobile office experience.