By the end of 2021, China has built and opened 1.425 million 5g base stations, accounting for more than 60% of the world’s total, and the number of 5g base stations per 10000 people has reached 10.1.
promote cloud network integration
two ministries and commissions layout information infrastructure construction in small and medium-sized cities
The Ministry of industry and information technology and the national development and Reform Commission recently issued the notice on promoting cloud network integration and accelerating the construction of information infrastructure in small and medium-sized cities.
The notice proposes to organize the implementation of cloud based action for small and medium-sized cities (including prefecture level cities, counties and mega towns) with a permanent resident population of less than 1 million. By 2025, cloud network infrastructure covering small and medium-sized cities will be basically completed in the eastern region, the central and western regions and most parts of the northeast, and the construction goals of “thousands of cities and thousands of pools” and “thousands of cities and thousands of pools” will be achieved, that is, Gigabit access capacity and cloud resource pool will cover more than 1000 small and medium-sized cities.
According to the World Bank report, every 10% increase in broadband penetration can drive GDP growth of 1.38%, and every doubling of bandwidth can drive GDP growth of 0.3%. Gigabit broadband access and 5g are the foundation. They cooperate with each other to support the innovation and business prosperity of various industries. With the intensification of competition among operators in the optical fiber broadband market, Gigabit broadband will gradually become the mainstream. With the accelerated access of Gigabit broadband, the demand for optical fiber, optical module, router and other equipment will increase.
by the end of 2021, per 10000 people in China
has 10.1 5g base stations
The Ministry of industry and information technology recently released the statistical bulletin of communication industry in 2021 (hereinafter referred to as the bulletin), which shows that by the end of 2021, China has built and opened 1.425 million 5g base stations, accounting for more than 60% of the world, and the number of 5g base stations per 10000 people has reached 10.1.
The communique pointed out that in 2021, the development quality of the communication industry will be further improved, the construction coverage and application popularization of new information infrastructure such as 5g and gigabit optical network will be comprehensively accelerated, the mobile Internet traffic will continue to grow rapidly, the comprehensive price of the industry will decline, and the business income will maintain growth, laying a solid foundation for the development of the 14th five year plan.
At present, the information industry is becoming a key force leading a new round of scientific and technological revolution and industrial reform. According to the latest generation of mobile communication standards, 5g is one of the key core technologies. Huaxi Securities Co.Ltd(002926) the Research Report on January 25 pointed out that at present, the key node of 5g network from infrastructure construction to application expansion, driven by the joint efforts of policy, industry and market, 5g 2B market is expected to accelerate the evolution from industrial incubation stage to industrial replication stage, the demand for enterprise equipment connection is greatly increased, and the demand for digital upgrading of enterprises in multiple industries drives the demand for 5g network construction and network transformation, Finally, accelerate the industrial explosion from point to area.
The net profit of 5g concept stocks in 2021 is generally expected to be
northward capital warehouse chip leader
Since new year’s day, the trend of science and technology theme is weak, and 5g concept stocks are no exception. According to the statistics of securities times · databao, as of the closing on January 27, the average value of concept stocks fell 11.44%, underperforming the Shanghai stock index in the same period. Shares such as Wenzhou Yihua Connector Co.Ltd(002897) , Westone Information Industry Inc(002268) , Shenzhen Everwin Precision Technology Co.Ltd(300115) , Shenzhen Jingquanhua Electronics Co.Ltd(002885) , Shanghai Fullhan Microelectronics Co.Ltd(300613) all fell by more than 20%.
After a long period of adjustment, the latest valuation level of many stocks has moved down. As of the closing on January 27, the rolling P / E ratio of 11 shares was less than 20 times, such as Foxconn Industrial Internet Co.Ltd(601138) , Sichuan Haite High-Tech Co.Ltd(002023) , Wasu Media Holding Co.Ltd(000156) , Universal Scientific Industrial(Shanghai)Co.Ltd(601231) , Zhejiang Dahua Technology Co.Ltd(002236) , and the leading 5g communication Zte Corporation(000063) rolling P / E ratio was 19.22 times.
According to the latest performance data, most 5g concept stocks are expected to have a positive net profit in 2021. Data treasure statistics show that 40 shares are expected to have a net profit growth rate of more than 30%. The top five with the highest pre increase range are Ingenic Semiconductor Co.Ltd(300223) , Shenzhen Microgate Technology Co.Ltd(300319) , Amlogic (Shanghai) Co.Ltd(688099) , Tkd Science And Technology Co.Ltd(603738) , Fine Made Microelectronics Group Co.Ltd(300671) and so on. Ingenic Semiconductor Co.Ltd(300223) it is estimated that the net profit in 2021 will be 808 million yuan to 984 million yuan, with a year-on-year increase of 10.04 times to 12.45 times. The company said that with the continuous development of automotive intelligence and the strong demand of automotive terminal market, the company’s sales revenue in automotive electronics, industry, medical treatment, communication, consumption and other fields achieved a good year-on-year growth.
From the perspective of capital, according to the average transaction price of the range, the northbound capital has increased its holdings by more than 100 million yuan since the new year’s day, including Naura Technology Group Co.Ltd(002371) , Wingtech Technology Co.Ltd(600745) , Chaozhou Three-Circle(Group) Co.Ltd(300408) , Unigroup Guoxin Microelectronics Co.Ltd(002049) , Ingenic Semiconductor Co.Ltd(300223) , Huagong Tech Company Limited(000988) . Naura Technology Group Co.Ltd(002371) ranked first with an increase of 837 million yuan. The company expects a net profit of 940 million yuan to 1.208 billion yuan in 2021, an increase of 75% to 125% year-on-year. During this period, there were only three shares with financing positions exceeding 100 million yuan, namely Zhejiang Dahua Technology Co.Ltd(002236) , Jishi Media Co.Ltd(601929) , Hubei Radio & Television Information Network Co.Ltd(000665) .
