Report summary
1、 China Mobile has successfully completed the pilot of 5g message private network. China Mobile, together with China Mobile Internet, China Mobile Research Institute, China Mobile Information Technology Center, China mobile terminal company and Zte Corporation(000063) successfully completed the pilot of 5g message private network in 5g message innovation center. 5g message private network relies on the operator’s network framework and carries out floor transformation in the principle of minimizing the transformation amount, so as to reduce the impact on the existing network and terminals. The transformation involved in 5g message mainly includes three parts: first, the group boss carries out special network identification for industrial applications; 2、 The personal Boss identifies the user on the private network; III. identification and closed-loop management of MAAP system private network.
At present, it is convenient to customize the private network for customers in any industry, so that the opening of the private network is as convenient as the opening of business. Users can sign up for one private network or multiple private networks, or sign up for both private networks and large networks to meet the needs of tobtoc. The successful pilot of 5g message private network marks the birth of 5g message industry private network capability, adds characteristic applications and powerful weapons to 5g message, and will effectively empower thousands of industries. We believe that operators vigorously promote 5g news, stimulate the high prosperity of the industry, and benefit relevant industrial chain companies. It is recommended to pay attention to the leading manufacturer of 5g news: Montnets Cloud Technology Group Co.Ltd(002123) .
2、 China Mobile: promote the construction of FTTR big data base and consolidate the foundation of network self-service capability. At the first online conference “all optical family seminar” held on December 29, representatives of Shanghai Communications Administration, China Mobile, Shanghai Telecom, Huawei and developers talked about the development trend of FTTR network. With the popularization and acceleration of broadband, the broadband value in the all Gigabit era is shifting from the demographic dividend dominated by connecting broadband to the experience dividend of scenario broadband, and promoting the collaborative evolution of the next generation intelligent optical access network + home network around digital services and Gigabit experience.
FTTR is a further extension of the gigabit optical network capability based on FTTx to users. Combined with wi-fi6 technology capability improvement and collaborative scheduling, it can provide users with experience guarantee capability of ultra Gigabit bandwidth. At the same time, FTTR needs to start from the supply of Gigabit service capacity, promote technical standardization, condense industrial consensus, promote the extension and integration of optical access network capacity, and build an experience oriented whole house gigabit network.
With the advent of the Gigabit network era, operators have turned to 10g PON system capacity-building. At this stage, China Mobile continues to improve its wired broadband capacity and build an “end-to-end Gigabit” fixed network. Among them, the OLT on the office side of PON network is fully transferred to 10ggpon deployment and supports the combo mode compatible with GPON. 10g GPON + Gigabit gateway + WiFi 6 to realize the “end-to-end Gigabit fixed network” capability. At the same time, China mobile access network is gradually upgrading from the network side to the terminal side, from GPON to 10g PON. Gigabit intelligent gateway + wifi6 has become the standard configuration, and GPON intelligent gateway will gradually transition to wifi6. We believe that the continuous promotion of dual Gigabit will drive the growth of optical cat, PON, WiFi 6 and other related industries. Suggestions: Shenzhen Gongjin Electronics Co.Ltd(603118) , Broadex Technologies Co.Ltd(300548) .
3、 Guangzhou will vigorously promote the commercialization of intelligent vehicles. Recently, the website of Guangzhou Municipal Development and Reform Commission released the 14th five year plan for the innovation and development of intelligent and new energy vehicles in Guangzhou (hereinafter referred to as the plan). According to the document, by 2025, Guangzhou’s automobile production capacity will strive to exceed 5 million, and the output value of automobile manufacturing industry above Designated Size will strive to reach 1 trillion yuan, continuously ranking in the forefront of the country; The production capacity of new energy vehicles exceeds 2 million, ranking among the top three cities in China; The penetration rate of new energy vehicles exceeded 50%, and the number of new energy vehicles increased to 800000, accounting for more than 20% of the total number of new energy vehicles. The import and export scale of auto parts and complete vehicles increased steadily. Promote the commercial operation of smart cars, encourage smart car enterprises to cooperate with travel service companies to create application scenarios, accelerate the transformation of scientific and technological achievements, and innovate the commercial operation mode. Cultivate driverless travel services. Encourage car enterprises to cooperate with operators and service providers, and carry out “driverless + shared travel” services relying on Wenyuan Zhixing, Xiaoma Zhixing, Ti Ma technology, etc. Take the lead in developing new service industries such as unmanned bus, unmanned logistics, mobile retail and mobile office based on driverless vehicles. Expand the commercialization space of the Internet of vehicles and tap the application value of specific scenarios. We believe that the technology of automatic driving is gradually mature, commercialization is expected to be gradually implemented, and there is continuous policy catalysis. We are optimistic about the development of automatic driving. The lidar related industrial chain, Internet of vehicles industrial chain and high-precision positioning industry are expected to benefit. It is suggested to pay attention to: Optowide Technologies Co.Ltd(688195) , Shanghai Huace Navigation Technology Ltd(300627) .
Industry highlights
1. In 2022, 5g mobile phones will account for two-thirds of global smartphone shipments
Strategy analytics predicts that in Q4 of 2021, the global smartphone shipment is expected to increase by 7% month on month, and the annual shipment will reach 1.34 billion. Global smartphone shipments will remain in the recovery stage (1.41 billion units) in 2022, and Samsung will remain the first smartphone in the world in the recovery year of 2022. The global 5g smart phone is one of the highlights of the mobile phone industry. By 2022, 5g will continue to grow healthily, accounting for two-thirds of global smartphone shipments.
2. Ministry of Commerce: conduct a final review investigation on the anti-dumping measures of single-mode optical fibers imported from Japan and South Korea
The Ministry of Commerce issued the announcement on launching the final review investigation on the anti-dumping measures applicable to non dispersion shifted single-mode optical fibers originating in Japan and South Korea. On January 1, 2005, the Ministry of Commerce issued announcement No. 96 of 2004, deciding to impose anti-dumping duties on imported non dispersion shifted single-mode optical fibers originating in Japan and South Korea. After inter period review and final review, the measure will expire on December 31, 2021. At present, the corporate tax rate in Japan is 46% and that in South Korea is 7.9% – 46%. On September 2, 2021, the Ministry of Commerce received the application for final review of anti-dumping measures submitted by Chinese optical fiber and cable enterprises on behalf of China’s non dispersion shifted single-mode optical fiber industry. The Ministry of Commerce has decided to conduct a final review and investigation on the anti-dumping measures applicable to the import of non dispersion shifted single-mode optical fibers originating in Japan and South Korea from January 1, 2022.
3. AMD’s acquisition of Xilinx with us $35 billion is expected to be completed in the first quarter of next year
Amd acquired Xilinx for us $35 billion. The transaction is expected to be completed in the first quarter of 2022, which was previously set at the end of 2021. Last October, amd announced the acquisition of Xilinx, which means that the competition between AMD and Intel for the data center chip market will become more intense. “We are still communicating with regulators and have achieved remarkable results. We expect to finally get all the required approvals,” the statement said NVIDIA’s acquisition of arm also encountered some resistance. FTC of the United States believes that the transaction should be blocked to avoid monopoly hurting competition.
Recommended combination
Recommended this week: 5g construction leader [ Zte Corporation(000063) ]; US sanctions upgrade domestic substitution acceleration and warming of super SIM card sales [ Unigroup Guoxin Microelectronics Co.Ltd(002049) ]; Benefiting from the rapid growth of intelligent controller industry [ Shenzhen Topband Co.Ltd(002139) ]; Fast and large-scale [ Fibocom Wireless Inc(300638) ] and [ Meig Smart Technology Co.Ltd(002881) ] of IOT module; Beidou industry solution leader [ Shanghai Huace Navigation Technology Ltd(300627) ]; Benefit from the explosion of energy storage and charging charges [ Longshine Technology Group Co.Ltd(300682) ].
Long term recommendation: 5g main equipment and infrastructure: Zte Corporation(000063) , China iron tower; 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) ； 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: 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 messages: 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 statement
(1) Systemic risk caused by the unexpected decline of the market;
(2) Focus on the uncertainty risk of promoting relevant matters of the company.
