I. The chairman of China Mobile said to accelerate the innovative development of computing network and build a new national competitive advantage. Computational power is a new key productivity after thermal power and electric power. It has become an important index to measure the development level of a country’s digital economy. China has made some first mover advantages in the field of computing power network, but from the concept to maturity, there are still development problems to be solved, such as weak innovation and R & D foundation, low level of industrial modernization, and the demand for computing power has yet to be stimulated. Yang Jie, chairman of China Mobile, said that to accelerate the innovation and development of computing network, we should continue to make efforts and systematically promote from the aspects of top-level design, technological innovation, industrial promotion, application incubation and supporting policies, so as to further enhance China’s comprehensive competitiveness in the field of computing.
Computational power network is of great significance to build a new national competitive advantage. Computational power network is an original technical concept first put forward by China. It refers to the integration of network, cloud, digital, intelligent, security, edge, end, chain and other multi-level computational power resources to provide data perception, transmission, storage New information infrastructure with integrated services such as computing. First, it is conducive to the full implementation of the decisions and arrangements of the party and the state and promote high-quality and sustainable economic and social development. Second, it is conducive to leading the evolution of information infrastructure and helping China win the initiative in science and technology competition. Third, it is conducive to driving a new round of economic growth and meeting the needs of digital intelligence transformation of the whole society. We believe that computing power will become the basic resource for the development of digital economy. With the implementation of 5g applications, Internet of vehicles, metauniverse and other applications, people’s demand for data and computing power will continue to rise. Computing power includes cloud, management, end and other multi-level resources. It is suggested to pay attention to servers, network equipment, optical modules, edge computing, IDC and other related subjects: Zte Corporation(000063) , Unisplendour Corporation Limited(000938) Zhongji Innolight Co.Ltd(300308) , Eoptolink Technology Inc.Ltd(300502) , Shenzhen Envicool Technology Co.Ltd(002837) , etc.
II. Government work report: promote the development of digital economy and promote the large-scale application of 5g. The government work report promotes the development of digital economy. Strengthen the overall layout of Digital China construction. Build digital information infrastructure, promote the large-scale application of 5g, promote the digital transformation of industries, and develop smart cities and digital villages. Accelerate the development of industrial Internet, cultivate and expand digital industries such as integrated circuits and artificial intelligence, and improve the innovation and supply capacity of key software and hardware technologies. Improve the governance of digital economy, release the potential of data elements, and better enable economic development and enrich people’s lives.
We believe that the government work report focuses on increasing the promotion of 5g applications, building digital infrastructure, accelerating the development of industrial Internet and strengthening self-control, which is generally good for the communication industry. 5g industrial chain, East digital West computing, Internet of things, industrial Internet and other industrial chains have fully benefited. It is suggested to pay attention to: Zte Corporation(000063) , Unisplendour Corporation Limited(000938) , Zhongji Innolight Co.Ltd(300308) , Eoptolink Technology Inc.Ltd(300502) , Quectel Wireless Solutions Co.Ltd(603236) , etc.
III. bid opening of the first batch of PC server centralized purchase of China Mobile: Shuguang and Xinhua share.
China Mobile announced the bid winning results of the first batch of PC server centralized purchase project package 16 from 2021 to 2022, which was divided by Shuguang and Xinhua. Previously, the first batch of PC server centralized purchase of China Mobile has publicized the bid winning results of package 1 ~ 3, package 6 ~ 13 and package 15. Up to now, the bid winning results of 13 bid packages of the centralized procurement project have been publicized. China Mobile purchased about 163692 PC servers in the first batch of centralized purchase of PC servers from 2021 to 2022, and the purchase demand satisfaction period is about half a year. The project is divided into 16 packages. The reason for winning the bid with a high share is that Xinhua 3 has the most comprehensive computing platform and GPU platform in the industry, and the most complete computing power combination and computing power form in the industry, so as to build the most perfect server product line. In terms of shipment volume and market share, Xinhua 3 ranks first in the Chinese market, fully demonstrating the technical ability, supply chain ability Service responsiveness and market influence. We believe that with the vigorous development of cloud business by operators, the demand for computing power continues to increase. We suggest paying attention to China’s leading communication equipment manufacturers: Zte Corporation(000063) , Unisplendour Corporation Limited(000938) .
Industry highlights
\u3000\u30001. The total scale exceeded 76.983 billion, and the national communication engineering design standard of China Mobile was opened
According to the official website of China Mobile, the annual communication engineering design standard of China Mobile in 31 provinces and 15 professional companies has been launched recently. According to the bidding announcements issued by provincial companies and professional companies of China Mobile, the “centralized procurement of communication engineering design and feasibility study of China Mobile 20222024” project involves 31 provinces and 15 professional companies. The total budget of communication engineering design of 31 provinces and 15 professional companies exceeds 7698322 billion yuan (excluding tax). The master plan is divided into 70 bid sections.
\u3000\u30002. China Telecom Corporation Limited(601728) , China United Network Communications Limited(600050) jointly build and share 7 Shenzhen Fountain Corporation(000005) g base stations
At the round table of digital leaders plan of 2022 World Mobile Communication Conference, Li Zhengmao, general manager of China Telecom Corporation Limited(601728) revealed that by the end of January 2022, the number of 5g users of China Telecom Corporation Limited(601728) had been close to 200 million, and China Telecom Corporation Limited(601728) and China United Network Communications Limited(600050) deployed 700000 shared 5g base stations. In view of the key problems of how to effectively utilize resources and save investment in 5g network construction and operation, China Telecom Corporation Limited(601728) and China United Network Communications Limited(600050) walked out of the innovative road of “co construction and sharing”, and jointly solved a series of problems and challenges, such as the research and development of large bandwidth and high-power devices, and the super large-scale networking and operation of 5g access network. By jointly developing a shared blockchain scheduling platform, the two sides have made major breakthroughs in 5g sharing technology, devices, equipment, networking and operation, and realized “one physical network, two logical networks and multiple customized private networks”.
\u3000\u30003. Ministry of industry and information technology: it is planned to build 6 Shenzhen Fountain Corporation(000005) g base stations in 2022, and the total number will reach 2 million by the end of the year
Tian Yulong, chief engineer and spokesman of the Ministry of industry and information technology, said that since 5g was officially put into commercial use, it has played an important guiding role in promoting new infrastructure. With the joint efforts of the Ministry of industry and information technology and various departments, localities and industries, China’s 5g construction and application have maintained a global leading level. At present, 5g network has covered all prefectures and cities and all counties and urban areas in China, 87% of towns and townships, and its coverage is leading in the world. This has played an important role in stabilizing growth and investment.
This year is a key year for the large-scale development of 5g applications, which mainly focuses on the promotion of the integration of network, application and Industry: first, solidly promote the construction of 5g network. The goal is to build more than 6 Shenzhen Fountain Corporation(000005) g base stations this year, and it is planned to reach 2 million 5g base stations by the end of this year. Second, vigorously promote 5g application innovation and development. We will deepen the 5g + industry and 5g + health demonstration, and continue to expand the 5g + industry and 5g + health demonstration. Third, vigorously promote the iterative upgrading of 5g technology.
Recommended this week: 5g construction leader [ Zte Corporation(000063) ]; [ Unigroup Guoxin Microelectronics Co.Ltd(002049) ] with the acceleration of domestic substitution and the warming of super SIM card sales; Benefiting from the rapid growth of intelligent controller industry [ Shenzhen H&T Intelligent Control Co.Ltd(002402) ]; [ Meig Smart Technology Co.Ltd(002881) ] of rapid and large-scale Internet of things module; Beidou industry solution leader [ Shanghai Huace Navigation Technology Ltd(300627) ]; [ Zhongji Innolight Co.Ltd(300308) ] benefiting from the increasing demand for optical modules.
Long term recommendation: 5g main equipment and infrastructure: Zte Corporation(000063) ; Optical communication: Suzhou Tfc Optical Communication Co.Ltd(300394) , Zhongji Innolight Co.Ltd(300308) , Eoptolink Technology Inc.Ltd(300502) , Accelink Technologies Co.Ltd(002281) , Broadex Technologies Co.Ltd(300548) Advanced Fiber Resources (Zhuhai) Ltd(300620) ； Optowide Technologies Co.Ltd(688195) , torch technology; Radio frequency: Guangdong Shenglu Telecommunication Tech.Co.Ltd(002446) ; Benefit flow explosion: Fujian Star-Net Communication Co.Ltd(002396) , New Guomai Digital Culture Co.Ltd(600640) , Wangsu Science & Technology Co.Ltd(300017) ; Internet of things segment: Quectel Wireless Solutions Co.Ltd(603236) , Fibocom Wireless Inc(300638) , Meig Smart Technology Co.Ltd(002881) , Hanwei Electronics Group Corporation(300007) , Queclink Wireless Solutions Co.Ltd(300590) . IDC direction: Beijing Sinnet Technology Co.Ltd(300383) , Shanghai Athub Co.Ltd(603881) , Shanghai Baosight Software Co.Ltd(600845) , Guangdong Aofei Data Technology Co.Ltd(300738) ; 5g message: Montnets Cloud Technology Group Co.Ltd(002123) , Zjbc Information Technology Co.Ltd(000889) , Wutong Holding Group Co.Ltd(300292) ; Industrial Internet: Business-Intelligence Of Oriental Nations Corporation Ltd(300166) ; Intelligent controller: Shenzhen H&T Intelligent Control Co.Ltd(002402) , Shenzhen Topband Co.Ltd(002139) . Energy storage is related to new energy: Jiangsu Zhongtian Technology Co.Ltd(600522) , Hengtong Optic-Electric Co.Ltd(600487) , Kehua Data Co.Ltd(002335) , Longshine Technology Group Co.Ltd(300682) .
Risk tips
(1) systemic risk caused by the unexpected decline of the market;
(2) focus on the uncertainty risk of promoting relevant matters of the company.
