Recently, the central network information office, the national development and Reform Commission and the Ministry of industry and information technology jointly issued the 2022 work arrangement for further promoting the scale deployment and application of IPv6. The work arrangement defines the work objectives for 2022. By the end of 2022, the number of IPv6 active users will reach 700 million, the number of IPv6 connections of the Internet of things will reach 180 million, the proportion of fixed network IPv6 traffic will reach 13%, and the proportion of mobile network IPv6 traffic will reach 45%. The carrying capacity and service quality of network and application infrastructure continue to improve. The performance indicators of IPv6 network are equivalent to those of IPv4, and some indicators are better than IPv4 Application infrastructures such as data center, content distribution network, cloud platform and domain name resolution system deeply support IPv6 services. The newly delivered home wireless router fully supports IPv6, and the IPv6 address assignment function is enabled by default.
IPv6 is the abbreviation of “Internet Protocol version 6”. It is the next generation IP protocol designed by the Internet Engineering Task Force (IETF) to replace IPv4. Its number of addresses claims to be an address for every grain of sand in the world. Compared with IPv4, IPv6 has larger address space, smaller routing table, higher security and better header format, and it adds enhanced multicast support and convection control, which makes the multimedia application on the network have the opportunity of considerable development and provides a good network platform for service quality control. In addition, IPv6 adds support for automatic configuration. This is the improvement and expansion of DHCP protocol, which makes the network management more convenient and fast.
Chuancai Securities believes that the IPv6 market has good development prospects, has more advantages than IPv4, and the market scale of IPv6 industrial chain is expanding rapidly. From the perspective of network end-to-end IPv6 penetration, IPv6 has been fully supported in the operator’s network, whether in the fields of access network, metropolitan area network and backbone network. It is considered that the prosperity of subsequent operators’ investment in IPv6 transformation can still be maintained, while there is still much room for improvement in the IPv6 transformation of third-party IDC, CDN and cloud computing infrastructure. We are optimistic about the continuous upgrading demand of IT equipment such as routers, switches, load balancing and firewalls in commercial enterprises. The related targets of relevant industrial chains include: Unisplendour Corporation Limited(000938) , Fujian Star-Net Communication Co.Ltd(002396) , Sangfor Technologies Inc(300454) , etc.
