With the further deepening of the trend of automobile intelligence, higher requirements are put forward for the internal data interaction and external communication ability of vehicles. As an important output platform of data transmission capability, the communication industry occupies a key link in the vehicle intelligence industry chain. From the connector for internal interaction of the vehicle to the vehicle communication module for external communication, it has become an important support in the process of vehicle intelligence. In addition to the communication capability, the communication industry, as the output platform of the manufacturing industry, has also quickly entered the manufacturing field of new energy vehicles such as battery cooling. The booming vehicle demand has brought a new growth curve to the communication industry. It is suggested to continue to pay attention to the leading Module Companies Fibocom Wireless Inc(300638) , Meig Smart Technology Co.Ltd(002881) , the leading intelligent connector companies Zhejiang Yonggui Electric Equipment Co.Ltd(300351) , Suzhou Recodeal Interconnect System Co.Ltd(688800) , Avic Jonhon Optronic Technology Co.Ltd(002179) , Dongguan Dingtong Precision Metal Co.Ltd(688668) , and the representative new energy battery cooling companies Shenzhen Cotran New Material Co.Ltd(300731) , Shenzhen Frd Science & Technology Co.Ltd(300602) .
This week’s core recommendations:
1. High quality cable companies benefiting from Haifeng Construction: Jiangsu Zhongtian Technology Co.Ltd(600522) 600522, Hengtong Optic-Electric Co.Ltd(600487) 600487
2. High quality companies in the high growth Internet of things track: Meig Smart Technology Co.Ltd(002881) 002881 Fibocom Wireless Inc(300638) 300638 continue to track: (1) green communication: Shenzhen Envicool Technology Co.Ltd(002837) 002837, Shenzhen Cotran New Material Co.Ltd(300731) 300731. (2) optical module: Eoptolink Technology Inc.Ltd(300502) 300502, Zhongji Innolight Co.Ltd(300308) 300308, Suzhou Tfc Optical Communication Co.Ltd(300394) 300394. (3) communication infrastructure: zhengxincai 603186. (4) military communication: Tianjin 712 Communication & Broadcasting Co.Ltd(603712) 603712. (5) industrial Internet: Nengke 603859. (6) cloud Video: Yealink Network Technology Co.Ltd(300628) 300628.
Investment map of communication industry under automobile intelligence. With the further deepening of the trend of automobile intelligence, higher requirements are put forward for the internal data interaction and external communication ability of vehicles. As an important output platform of data transmission capability, the communication industry also occupies a key link in the vehicle intelligence industry chain. From the connector for internal interaction of the vehicle to the vehicle communication module for external communication, it has become an important support in the process of vehicle intelligence. The high prosperity of vehicle demand has brought a new growth curve to the communication industry.
The implementation plan for implementing the goal of carbon peak and carbon neutralization and promoting the green and high-quality development of new infrastructure such as data center and 5g was released. The plan points out that by 2025, the data center and 5g will basically form a green and intensive integrated operation pattern. The utilization efficiency of electric energy and renewable energy in the operation of data centers has been significantly improved. The average utilization efficiency of electric energy in the newly-built large and super large data centers in China has been reduced to less than 1.3, the national hub nodes have been further reduced to less than 1.25, and the green and low-carbon level has reached more than 4a; The overall utilization rate of the national data center has increased significantly, the utilization rate of the western data center has increased from 30% to more than 50%, and the supply and demand of computing power in the East and West are more balanced; The energy efficiency of 5g base station is improved by more than 20%.
In the first half of the year, the global market scale of 5g wireless access equipment was US $13.3 billion, and Huawei ranked first with 35.2% share. According to the report released by China Academy of communications and communications, in the first half of 2021, the global 5g wireless access equipment market reached US $13.3 billion, an increase of 43% over the same period last year, of which China contributed 44% of the global market. Huawei ranks first in the world with a market share of 35.2%
