At the 2021 China United Network Communications Limited(600050) Partner Conference held yesterday, at the 5g news ecological development forum of “Zhixin future”, the five strategic cooperation plans of China United Network Communications Limited(600050) 5g news “Zhixin set sail” were released. At the same time, the China United Network Communications Limited(600050) 5g news ecological alliance was officially launched and the 5g news winter Olympic application was launched. China United Network Communications Limited(600050) said that in the future, it will continue to promote the development of 5g news in the direction of technology standardization, application scale, scene diversification, interactive intelligence and win-win value. It is expected to continue to work with partners in the industrial chain to build a win-win 5g news industry ecology and accelerate the promotion of 5g applications from “model room” to “commercial housing”.
“5g message” is an important business launched by operators in the 5g era. In addition to inheriting the original SMS function, there are more Internet social features. Open source Securities pointed out that with the large-scale deployment of “5g messages”, 5g traffic at TOC end is expected to be driven. In addition, with the transformation of enterprise SMS traffic at B end, the target market of 5g messages will first catch up with and gradually expand the scale of enterprise SMS market. With the gradual popularization of 5g messages, it will further promote the accelerated development of 5g applications. Enterprises with priority layout are expected to seize the opportunity, improve the market share of 5g messages, and increase the company’s performance. In 2021, we will focus on 5g applications, and 5g messages, as one of the typical scenarios of 5g applications, will be promoted first.
Minsheng Securities believes that the Nationwide Trial commercial use of 5g news marks a key step in the commercialization of 5g news, which is expected to accelerate the development of the whole ecology in the future, and the subdivided fields such as platform services and industrial applications are expected to benefit for a long time. It is recommended to focus on Montnets Cloud Technology Group Co.Ltd(002123) manufacturers with leading advantages in the 5g message field, and Beijing Jiaxun Feihong Electrical Co.Ltd(300213) , Fujian Star-Net Communication Co.Ltd(002396) , Hangzhou Cncr-It Co.Ltd(300250) .
(Securities Times)
