I. Ministry of industry and information technology: promote the rapid development of Beidou industry and enrich the location service of intelligent terminal Beidou. The Ministry of industry and information technology recently issued several opinions on the promotion and application of Beidou in the field of mass consumption. The opinion proposes to enrich the location service of intelligent terminal Beidou. Carry out pilot demonstration of high-precision positioning of smart phones. Improve the multi-source integrated positioning ability of smart phones and wearable devices in indoor and other sheltered areas, and create a seamless and continuous indoor and outdoor positioning service system. Explore the application of Beidou’s high-precision, short message and other functions to smart phones and wearable devices, build sub meter positioning application scenarios, promote the use of Beidou as an emergency communication means, encourage local governments to formulate local policies to support Beidou’s development in combination with resource endowment and local conditions, and develop more Beidou application scenarios in the field of public consumption. Give play to the guiding role of financial funds, encourage the capital market to increase investment, and promote the rapid development of Beidou industry. According to the application needs of mass consumption, we will focus on breaking through the key technologies such as short message integrated application, indoor and outdoor seamless positioning integrating satellites / base stations / sensors, adaptive anti deception and anti-interference, accelerate the R & D and industrialization of Beidou chips and key components with high precision, low power consumption, low cost and miniaturization, and form Beidou and 5g, Internet of things System solutions for the integration of new generation information technologies such as the Internet of vehicles. We are optimistic about the development of Beidou. With the gradual implementation of applications and the improvement of the number of users, Beidou related companies are expected to benefit. It is suggested to pay attention to: Shanghai Huace Navigation Technology Ltd(300627) .
II. China Unicom started the technical test of smart home core business terminal equipment. China United Network Communications Limited(600050) decided to start the technical test of China United Network Communications Limited(600050) smart home core business terminal equipment in the first half of 2022, and invited smart home core terminal equipment manufacturers to participate in the test. The smart home core business terminal equipment covered in this test announcement includes intelligent networking terminal, video monitoring terminal and intelligent speaker. Intelligent networking terminal: including wi-fi6 router, 1500m wireless router, wi-fi5 router, Wi Fi repeater, panel AP package and electric cat equipment. We believe that the smart home core equipment test indicates that China Unicom may promote smart home business. With the continuous promotion of dual Gigabit, it will drive the growth of optical cat, PON, WiFi 6 and other related industries. Suggestions: Shenzhen Gongjin Electronics Co.Ltd(603118) , Broadex Technologies Co.Ltd(300548) .
Beijing road test (2021) officially released. The “first year” of automatic driving products and business model verification kicked off. With the development of China’s automatic driving industry, from the key technology verification stage to the product and business model verification stage, the application demonstration of automatic driving industrialization has entered the deep water area. 1. POLICIES continued to be implemented, and special technical tests and manned trial operation tests were deepened. In 2021, the special technical test of unmanned automatic driving road test entered the second stage, and the cumulative mileage of automatic driving on open roads was 75933 km; Manned test enters the third stage; Issue night test notice for 43 vehicles. 2. Standard improvement and upgrading; 3. Environmental construction was promoted, and 82 423.26 km unmanned special technology test roads in three districts and 31 190.92 km special weather test roads in two districts were opened. Beijing Engineering Research Center for vehicle road cooperative automatic driving. 4. In large-scale trial operation, the accumulated safe driving mileage of road test has exceeded 3911694 kilometers. 5. Scientific security. We believe that the technology of automatic driving is gradually mature, commercialization is expected to be gradually implemented, and there is continuous policy catalysis. We are optimistic about the development of automatic driving. The lidar related industrial chain, Internet of vehicles industrial chain and high-precision positioning industry are expected to benefit. It is suggested to pay attention to: Optowide Technologies Co.Ltd(688195) , torch technology, Shanghai Huace Navigation Technology Ltd(300627) .
Industry highlights
\u3000\u30001. China Unicom added weight again after the cloud was renewed: RMB 3.278 billion purchased 44818 servers
In 2022, the bidding of China United Network Communications Limited(600050) cloud server centralized procurement project was officially launched, with 44818 procurement servers and an estimated scale of 3.278 billion yuan (excluding tax). Based on the company’s strategy of “big connection, big computing, big data, big application and big security”, in order to meet the development needs of China Unicom’s cloud business, fully consider the technology development trend and start the centralized procurement of China Unicom’s cloud servers. The project is divided into two bid packages, and each bid package is allowed to be both invested and medium.
\u3000\u30002. The Ministry of industry and information technology issued a statement on the revocation of China United Network Communications Limited(600050) 214 license by the United States: the United States should withdraw its decision
The Ministry of industry and information technology issued a statement on the revocation of China United Network Communications Limited(600050) 214 licenses in the United States. The Ministry of industry and information technology said that the US FCC’s revocation of its 214 license without listing specific violations is a further generalization of national security and an unreasonable crackdown on Chinese enterprises by abusing national power, which has seriously damaged the US business environment and the legitimate rights and interests of Chinese enterprises and global consumers, including us users.
The United States should withdraw its unfair decision against our enterprises, stop the wrong practice of generalizing the concept of national security and politicizing economic issues, and create a fair, just and non discriminatory environment for Chinese enterprises to invest and develop in the United States. China will continue to take necessary measures to safeguard the legitimate rights and interests of Chinese enterprises.
\u3000\u30003. China Mobile Launches centralized purchase of 2.6GHz radio and television dedicated core network equipment
China Mobile issued the bidding announcement for centralized procurement of 2.6GHz radio and television dedicated core network equipment in 2022, which became its last bid in the year of the ox in 2021. The purchased products of the project are 4 / 5G integrated access network elements: AMF / Mme, i-smf / sgw-c, CHF / CG, i-upf / sgw-u; Interworking network elements: NRF, DRA, DNS. The maximum bidding limit for the project is 180 million yuan (excluding tax).
Recommended this week: 5g construction leader [ Zte Corporation(000063) ]; US sanctions upgrade domestic substitution acceleration and warming of super SIM card sales [ Unigroup Guoxin Microelectronics Co.Ltd(002049) ]; Benefiting from the rapid growth of intelligent controller industry [ Shenzhen Topband Co.Ltd(002139) ]; [ Fibocom Wireless Inc(300638) ] and [ Shenzhen Neoway Technology Co.Ltd(688159) ] of Internet of things module; Beidou industry solution leader [ Shanghai Huace Navigation Technology Ltd(300627) ]; Benefit from the explosion of energy storage and charging charges [ Longshine Technology Group Co.Ltd(300682) ].
Long term recommendation: 5g main equipment and infrastructure: Zte Corporation(000063) ; Optical communication: Suzhou Tfc Optical Communication Co.Ltd(300394) , Zhongji Innolight Co.Ltd(300308) , Eoptolink Technology Inc.Ltd(300502) , Accelink Technologies Co.Ltd(002281) , Broadex Technologies Co.Ltd(300548) ; Advanced Fiber Resources (Zhuhai) Ltd(300620) ； Optowide Technologies Co.Ltd(688195) , Juguang technology; Radio frequency: Guangdong Shenglu Telecommunication Tech.Co.Ltd(002446) ; Benefit flow explosion: Fujian Star-Net Communication Co.Ltd(002396) , New Guomai Digital Culture Co.Ltd(600640) , Wangsu Science & Technology Co.Ltd(300017) ; Internet of things segment: Quectel Wireless Solutions Co.Ltd(603236) , Fibocom Wireless Inc(300638) , Meig Smart Technology Co.Ltd(002881) , Hanwei Electronics Group Corporation(300007) , Queclink Wireless Solutions Co.Ltd(300590) . IDC direction: Beijing Sinnet Technology Co.Ltd(300383) , Shanghai Athub Co.Ltd(603881) , Shanghai Baosight Software Co.Ltd(600845) , Guangdong Aofei Data Technology Co.Ltd(300738) ; 5g messages: Montnets Cloud Technology Group Co.Ltd(002123) , Zjbc Information Technology Co.Ltd(000889) , Wutong Holding Group Co.Ltd(300292) ; Industrial Internet: Business-Intelligence Of Oriental Nations Corporation Ltd(300166) ; Intelligent controller: Shenzhen H&T Intelligent Control Co.Ltd(002402) , Shenzhen Topband Co.Ltd(002139) . Energy storage is related to new energy: Jiangsu Zhongtian Technology Co.Ltd(600522) , Hengtong Optic-Electric Co.Ltd(600487) , Kehua Data Co.Ltd(002335) , Longshine Technology Group Co.Ltd(300682) .
Risk tips
(1) systemic risk caused by the unexpected decline of the market;
(2) focus on the uncertainty risk of promoting relevant matters of the company.
