The central network information office and other 12 departments recently jointly issued the pilot list of IPv6 technology innovation and integrated application. The list not only includes Alipay, Baidu and other head platform enterprises, but also many listed companies such as three operators, Hengtong Optic-Electric Co.Ltd(600487) , Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) , Agricultural Bank Of China Limited(601288) , Huatai Securities Co.Ltd(601688) and so on.
Xiang Ligang, chairman of the information consumption alliance, said in an interview with Shanghai Securities News that the joint issuance of the list by 12 departments, on the one hand, reflects that IPv6 technological innovation involves the joint supervision and coordination of multiple ministries and commissions. On the other hand, it also shows that the integration and Application of IPv6 has reached the stage of comprehensive promotion, and the market scale of the industrial chain will expand rapidly.
Alipay Internet platform selected pilot list
According to the notice issued by the 12 departments, 22 comprehensive pilot cities and 96 pilot projects have been determined through the procedures of recommendation, expert review and review, online publicity and so on organized by local and relevant departmentsP align = "center" list of comprehensive pilot cities for IPv6 technology innovation and integrated application p align = "center" list of pilot projects for IPv6 technology innovation and integrated application
Regarding the above list, the financial analysts of Expo believe that in addition to the three big telecom companies, there is no suspense in the list, Alipay is also listed as a pilot unit, and Ali launched the largest buyback in the history of China's largest stock market of US $25 billion, which is expected to help Ali's return to the stock market, and it is also an indirect good for the A shares.
12 department requires centralized resources for pilot projects
The notice made it clear that all pilot cities and pilot units should formulate specific implementation plans, clarify the pilot objectives and tasks that can be quantified, inspected and evaluated, refine the work plan, and put forward specific operable and implementable measures. Accelerate the continuous breakthrough of IPv6 key technology innovation, application innovation, service innovation and management innovation, actively build an "IPv6 +" technology industry ecosystem, and form a number of replicable and popularized practices and experiences.
The circular requires that all pilot cities and pilot units should attach great importance to the pilot work, strengthen organization and leadership, improve policy support, and promote the work in a steady and orderly manner. The network information office of all provinces, autonomous regions, municipalities directly under the central government and Xinjiang production and Construction Corps shall, in conjunction with relevant departments, strengthen policy support, guidance services, coordination and promotion of pilot cities and pilot projects in their respective regions, and concentrate resources for key breakthroughs.
According to the plan, driven by the pilot work, by the end of 2023, the number of IPv6 active users in China will reach 700 million and the number of IPv6 connections of the Internet of things will reach 200 million. The mobile network IPv6 traffic accounts for 50%, and the metropolitan area network IPv6 traffic accounts for 15%. China's main content distribution network, data center, cloud service platform and domain name resolution system have basically completed the transformation of IPv6.
these listed companies build digital bases for IPv6
Xiang Ligang believes that the IPv6 market has good development prospects. Driven by the two wheels of policy and market, the market scale of IPv6 industrial chain has expanded rapidly.
Huaxi Securities Co.Ltd(002926) believes that the investment boom of subsequent operators in IPv6 transformation can still be maintained, while the IPv6 transformation of third-party IDC, CDN and cloud computing infrastructure still has great room for improvement. It is optimistic about the continuous upgrading needs of commercial enterprise routers, switches, load balancing, firewalls and other IT equipment.
Among the listed companies, Zte Corporation(000063) is the first manufacturer in China to obtain the first phase of IPv6 ready certification. It has a dual stack operating system platform with independent intellectual property rights and a full range of IPv4 / IPv6 dual stack data communication products. At the same time, Zte Corporation(000063) proposed a scheme to enhance IPv6 computing power network. While giving the network the ability to perceive and route computing power, the scheme can maintain the smooth evolution of the current network and protect the investment of operators in the existing network infrastructure.
Wangsu Science & Technology Co.Ltd(300017) as an IT basic platform service provider carrying China's main web application traffic, it has started to carry out research on IPv6 related technologies since 2013 and has been committed to providing support for IPv6 transformation in other links of the industrial chain. At present, Wangsu Science & Technology Co.Ltd(300017) has obtained more than 20 IPv6 related invention patents and software copyrights, and more than 200 users use nethost IPv6 products, covering many industries such as finance, radio and television, media, education, automobile and so on.
Fujian Star-Net Communication Co.Ltd(002396) is a mainstream provider of network and communication terminal products in China. Its subsidiary Ruijie network has been continuously investing in product technology research and development in the field of IPv6, especially in the education market.
