Recently, China Mobile launched the centralized procurement of base station antennas in 2022, with a quantity of about 491300 and a cost of about 590 million yuan. According to the announcement, the purchased products are base station antennas, which are divided into 4 categories and 17 models, including urban and rural base station antennas, high-speed rail antennas, lens antennas and special scene antennas.
According to the data of the Ministry of industry and information technology, by the end of 2021, China has opened 1.425 million 5g base stations, of which more than 800000 5g base stations have been jointly built and shared. Institutional analysis pointed out that since the issuance of 5g license on June 6, 2019, 5g network has initially achieved coverage in key cities, and the number of 5g users has increased rapidly. The share of domestic equipment manufacturers continues to increase and accelerate the upstream layout. Under the background of network upgrading, the promotion of industrial digitization is accelerated, and the demand for network security is promoted. The downstream meta universe application drives the network upgrade, and the large communication sector is expected to usher in the double rise stage of performance and valuation.
According to the theme database of financial Associated Press, among the relevant listed companies:
Tongyu Communication Inc(002792) antenna products include base station antenna, RF device, microwave antenna, indoor coverage antenna, terminal antenna, etc., with a complete product line of communication antenna and RF device.
Wutong Holding Group Co.Ltd(300292) 5g board to board connector, 5g small base station antenna products, 5g CPE and 5g module products have been delivered on a large scale.
