This week, China Mobile completed the pre listing placement, with the listing price of 57.58 yuan, and the diluted P / E ratio of 2020 corresponding to the issuance price is 12.02 times. We believe that with the subsequent official listing of China Mobile, the allocated funds and attention of the communication sector are expected to increase. On Thursday, Huawei held a new winter product launch in 2021. In addition to new consumer electronics products such as p50pocket mobile phones and smart glasses, Huawei also released the first product of AITO, a new automobile brand with in-depth cooperation with Xiaokang, which uses Huawei motors and other components and is the first car equipped with Hongmeng OS. We believe that with the deepening of the layout of traditional communication leaders represented by Huawei in the field of new energy, investors need to pay more attention to the role of the communication industry as an output platform of high-end manufacturing capacity and pay attention to “communication +” investment opportunities such as “communication + new energy” and “communication + metauniverse”.
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 tracking: (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: Zhejiang Wazam New Materials Co.Ltd(603186) 603186. (4) military communication: Tianjin 712 Communication & Broadcasting Co.Ltd(603712) 603712. (5) industrial Internet: Nengke shares 603859. (6) cloud Video: Yealink Network Technology Co.Ltd(300628) 300628.
China Mobile completed the IPO inquiry. On December 21, China Mobile announced that the inquiry of the company’s A-share IPO had been completed, and the determined issuance price was 57.58 yuan / share. The diluted P / E ratio of 2020 corresponding to the issue price is 12.02 times. According to the previously released announcement, the fund-raising investment project of China Mobile focuses on its main business, including 5g boutique network construction project, cloud resource new infrastructure construction project, Gigabit smart home construction project, smart middle platform construction project, new generation information technology R & D and digital intelligence ecological construction project.
Huawei held a new product launch in 2021 winter. This week, Huawei held a 2021 winter new product launch, bringing new harmonyos products such as Huawei P50 pocket flagship folding screen mobile phone, AITO M5 smart car, Huawei watchhd wrist ECG and blood pressure recorder, Huawei smart glasses and so on, so as to continue to build a full scene ecology of all things Zhilian.
Strategy Analytics: scpmodeld indirect communication scheme is the first choice for 5g signaling network construction. According to c114, this week, strategy analytics pointed out that in the 5g era, SCP scheme can effectively support 5g business development and has greater reliability and security advantages. Among the SCP construction schemes, the introduction of modeld indirect communication scheme from the beginning of 5gsa network construction is the preferred scheme for operators to build networks.
Risk tip: trade friction intensifies and 5g progress does not meet expectations.
