Many parties are stepping up the drawing of a new round of "new infrastructure" planning map. Including the Ministry of industry and information technology, the national development and Reform Commission and other departments, it is clear that 5g, data center and other new infrastructure construction will be moderately deployed in advance. More than 20 provinces (autonomous regions and cities), including Shanghai, Fujian, Sichuan, Hunan and Anhui, have defined the construction plans of 5g and data center in 2022, and proposed to further give play to the scale effect and driving role of "new infrastructure" such as 5g, so as to create an important engine of economic growth.
According to the data of the Ministry of industry and information technology, by the end of 2021, the number of 5g base stations in China had exceeded 1.4 million, including more than 800000 jointly built and shared 5g base stations. The 5g network has covered all prefecture level cities, more than 98% of County cities and 80% of township towns, and the breadth and depth of network coverage have been continuously improved. Dongxing Securities Corporation Limited(601198) the analysis points out that considering that the "new infrastructure" is in the early stage of development, it is conservatively assumed that the investment scale of "new infrastructure" in 2022 will be 2.5-3.0 trillion yuan, accounting for 12% - 15% of the total infrastructure investment, driving the annual infrastructure growth rate by 0.4-0.7 percentage points.
According to the theme database of financial Associated Press, among the relevant listed companies:
Eoptolink Technology Inc.Ltd(300502) at present, it has successfully developed 25g, 50g, 100g and 200g series optical module products covering 5g front transmission, middle transmission and return transmission, and realized batch delivery. At the same time, it is one of the few enterprises in China that batch delivered 100g, 200g and 400g high-speed optical modules, handheld high-speed optical device chip packaging and optical device packaging used in the data center market.
Suzhou Tfc Optical Communication Co.Ltd(300394) is an overall solution provider of optical devices. Its products are widely used in data centers, telecommunications and other fields.
