2021 is a year of bottoming and rebound for the communication industry. From the expected freezing point of 5g construction at the beginning of the year to the launch of a new round of 5g infrastructure represented by 700m, the volume and price of optical fiber and cable industry chains rise together, and the bottoming and recovery, to telecommunications and mobile back to a, bringing more allocation funds to the industry. At the same time, with the rapid development of new energy and other manufacturing industries, the value of the communication industry as China’s high-end manufacturing capacity output platform has also been excavated by the market, “communication + new energy” has also opened the second growth curve for many companies in the traditional communication industry. Looking back on 2021, we summarized the top ten key words of the communication industry and sorted out the process of rebound and recovery of the industry.
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 603859. (6) Cloud Video: Yealink Network Technology Co.Ltd(300628) 300628.
2021 top ten keywords of communication industry. Looking back on 2021, we summarized the top ten key words of the communication industry and sorted out the process of rebound and recovery of the industry. The top ten keywords are: Hui A, 700m, price rise, Internet of things, Hongmeng, Satellite Internet, meta, lack of core, manufacturing platform and Haifeng.
Jointly issued by eight departments: by 2035, 70% of manufacturing enterprises above Designated Size will realize digitization and networking. This week, eight departments jointly issued the intelligent manufacturing development plan for the 14th five year plan. The plan points out that by 2025, most manufacturing enterprises above Designated Size will realize digitization and networking, and the backbone enterprises in key industries will initially apply intellectualization; By 2035, manufacturing enterprises above Designated Size will fully popularize digital networking, and backbone enterprises in key industries will basically realize intellectualization.
Omdia report: the number of global Gigabit broadband users will increase significantly to 50 million in 2022. According to c114, this week, according to a latest report from omdia, the number of global Gigabit broadband subscribers is expected to jump to 50 million by 2022, more than double the 24 million by the end of 2020. Meanwhile, omdia also predicts that the number of global optical fiber network users will increase to 719 million in 2022. Most of the growth of optical fiber users will appear in the Chinese market.
Risk tip: trade friction intensifies and 5g progress does not meet expectations.
