Highlights of this issue
[2022mwc: Global 5g connection will exceed 1 billion in a few years]
[IDC: global investment in intelligent transportation will reach US $2357.7 billion by 2025]
[Xiao Yaqing, Minister of industry and information technology: the sales of new energy vehicles this year may significantly exceed expectations]
[South Korea announced plans to launch 6G commercial services around 2028]
[President of GSMA: global mobile data traffic will increase by 40% in 2021]
Investment advice
At present, we suggest to focus on the market of the first quarter report, and focus on the individual stocks with high growth or higher than expected performance in the first quarter. We suggest continuing to focus on the following two directions: first, the digital economy, in which the penetration of Gigabit broadband users has a lot of room to improve. We can pay attention to smart home gateway suppliers. With the blessing of “counting East and counting West”, the prosperity of the cloud computing industry chain is expected to further improve; Second, continue to pay attention to the Internet of things sector with high scenery.
Recommended combination
A review of the previous period: the recommended combination of a set of recommendations ( Jiangsu Zhongtian Technology Co.Ltd(600522) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\pct, outperforming the communication (Shenwan) index by 0.73 PCT. Recommendations for this issue: Jiangsu Zhongtian Technology Co.Ltd(600522) , Quectel Wireless Solutions Co.Ltd(603236) , Hangzhou Anysoft Information Technology Co.Ltd(300571) , Skyworth Digital Co.Ltd(000810) , Wenzhou Yihua Connector Co.Ltd(002897) , chuangyao technology, Yealink Network Technology Co.Ltd(300628) .
Continuous attention: Internet of things / intelligent Internet connected vehicle ( Quectel Wireless Solutions Co.Ltd(603236) , Fibocom Wireless Inc(300638) , Shenzhen H&T Intelligent Control Co.Ltd(002402) , Suzhou Recodeal Interconnect System Co.Ltd(688800) , Meig Smart Technology Co.Ltd(002881) , Hangzhou Hopechart Iot Technology Co.Ltd(688288) , Queclink Wireless Solutions Co.Ltd(300590) , etc.); The provider of the infrastructure infrastructure for cloud computing infrastructure provider (forthe supplier of the cloud computing infrastructure (forthe provider of the\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\, Eoptolink Technology Inc.Ltd(300502) , Accelink Technologies Co.Ltd(002281) , Cig Shanghai Co.Ltd(603083) etc.); New energy for communications and new energy sources (fora new source of communication and new energy for the\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\(, Shenzhen Cotran New Material Co.Ltd(300731) , Hengtong Optic-Electric Co.Ltd(600487) etc.); Military communications and satellites ( Jushri Technologies Inc(300762) , Guangzhou Haige Communications Group Incorporated Company(002465) , Shenzhen H&T Intelligent Control Co.Ltd(002402) , Shanghai Huace Navigation Technology Ltd(300627) , etc.); Cloud communication / unified communication ( Yealink Network Technology Co.Ltd(300628) , Montnets Cloud Technology Group Co.Ltd(002123) etc.); Telecom operators, etc.
Risk tip: changes in the international environment affect the supply chain and overseas expansion; Chip shortage and epidemic impact exceeded expectations; China’s 5g progress is less than expected.
