The digital economy industry is booming, and the revenue of telecommunications business is accelerating. A number of listed companies have laid out the digital economy and the national strategy of “counting East and counting West”.
net profit increase of 8 communication stocks
hit a new high in recent five years
Communication giant China Mobile released its first annual report since returning to a shares. In 2021, the company’s net profit was 115937 billion yuan, a year-on-year increase of 7.51%. The company also released the operation data in February this year. The mobile business and wired broadband business have a net increase of 1.084 million customers, of which the wired broadband business has a net increase of 1.713 million customers this month, maintaining the leading position in the industry, and the expansion of smart home has achieved remarkable results.
According to the statistics of securities times · databao, as of March 24, the communication service sector released a total of 282021 annual reports and forecast stocks, with a disclosure rate of more than 80%, ranking in the forefront of the industry. There are four shares that have issued the annual report, including the operation of the three giants China Mobile, China United Network Communications Limited(600050) , China Telecom Corporation Limited(601728) and Jiangsu Yitong High-Tech Co.Ltd(300211) .
In terms of net profit growth (calculated by the lower limit of the forecast shares), the net profit of 17 shares increased in 2021, and the growth of Beiwei communication, China Bester Group Telecom Co.Ltd(603220) , Jiangsu Yitong High-Tech Co.Ltd(300211) increased by more than 200%, mainly due to the low net profit base of the previous year.
Further, the net profit growth of 8 shares in 2021 reached the highest level in nearly five years, including Eastone Century Technology Co.Ltd(300310) , Wutong Holding Group Co.Ltd(300292) , China Mobile, etc. Among them, the growth rate of China Mobile reached the highest level since 2009 (nearly 13 years). During the reporting period, the company grasped the new opportunities for industry growth brought by the acceleration of 5g development and the vigorous development of digital economy, adhered to the value management based on scale, and continued to promote the comprehensive and integrated development of chbn (four major businesses: personal mobile, family, government and enterprise and emerging).
operators’ R & D expenditure
total over 30 billion
From the perspective of the net profit of the company issuing the annual report and forecast, 15 shares achieved profit in 2021 and 13 shares lost money. China Mobile takes the lead with a net profit scale of more than 100 billion; The second and third places are China Telecom Corporation Limited(601728) , China United Network Communications Limited(600050) , with net profits of 25.952 billion yuan and 6.305 billion yuan respectively.
The communication sector, like the national defense industry and computer industry, attaches great importance to R & D and strategic layout. In 2020, the R & D investment intensity of these three industries will exceed 7%.
According to the statistics of data treasure, in 2020, only three major operators in the communication service industry spent more than 1 billion yuan on R & D. in 2021, the R & D expenditure of these three companies increased to varying degrees, with a total R & D expenditure of more than 30 billion yuan, of which China mobile reached 18.589 billion yuan, a year-on-year increase of 67.48%.
telecom business revenue acceleration
The Ministry of industry and information technology and the three major operators released monthly data. From January to February, China Telecom Corporation Limited(601728) business revenue totaled RMB 258.6 billion, with a year-on-year increase of 9%, and the cumulative growth rate reached a new high since 2015. Among them, the emerging business revenue of operators increased by 34% year-on-year, and the cloud computing revenue increased by 125% year-on-year.
Citic Securities Company Limited(600030) said that according to the historical data of the second round, the telecom business income of the Ministry of industry and information technology is highly correlated with the service income of the three major operators, and the fitting degree of income growth is high. Considering the higher than expected growth of China Telecom Corporation Limited(601728) business revenue from January to February, it is optimistic that the three major operators will achieve good performance growth in the first quarter of this year.
At present, computing power has become the core productivity of digital economy. With the stable development of traditional services, telecom operators have increased investment in new services. On the occasion of the full launch of the “Eastern digital Western computing” project, the three giants of operators have stated that they attach great importance to it, actively participate in it, and undertake the “Eastern digital Western computing” project in an all-round way.
9 shares layout digital economy
and calculation from east to West
According to the statistics of data treasure, in addition to the three major operators, there are 6 shares such as Net263 Ltd(002467) , Nova Technology Corporation Limited(300921) , Dr.Peng Telecom&Media Group Co.Ltd(600804) and so on, which lay out the concept of digital economy or computing from the east to the West.
In terms of market performance, these nine stocks have declined slightly since March, and four stocks including Leon Technology Co.Ltd(300603) , Zjbc Information Technology Co.Ltd(000889) , Dr.Peng Telecom&Media Group Co.Ltd(600804) have increased by more than 10%.
Among them, Leon Technology Co.Ltd(300603) month increased by more than 12%. In response to the national call, based on Sichuan, the company introduces IDC (Internet Data Center) cabinet, and plans to build a technologically leading and nationwide artificial intelligence demonstration base, aiming at promoting the development of local digital economy and improving the overall computing power level of data center.
China United Network Communications Limited(600050) is accelerating the construction and expansion of four new data centers with high computing power, high security, green and low-carbon in Beijing Tianjin Hebei, Yangtze River Delta, Guangdong Hong Kong Macao Dawan district and Chengdu Chongqing China Telecom Corporation Limited(601728) focusing on the five elements of “digital network”, “digital button”, “digital chain”, “digital brain” and “digital shield”, accelerate the construction of data center layout, computing power scheduling system, data circulation, data application and security capacity.
