I. Ministry of Commerce: end of period review investigation on anti-dumping of single-mode optical fibers in Europe and the United States. The official website of the Ministry of Commerce announced the results of the final review of the anti-dumping measures applicable to the imported non dispersive shifted single-mode optical fibers originating in the United States and the European Union.
The content of this reexamination investigation is: if the anti-dumping measures against imported non dispersive shifted single-mode optical fibers originating from the United States and the European Union are terminated, whether it may lead to the continuation or recurrence of dumping and damage. On January 24, 2022, the Ministry of Commerce received an application that if the anti-dumping measures were terminated, the dumping of imported non dispersive shifted single-mode optical fibers originating in the United States and the European Union against China may continue or reoccur, and the damage caused to Chinese industry may continue or reoccur. The Ministry of Commerce was requested to conduct a final review and investigation of imported non dispersive shifted single-mode optical fibers originating in the United States and the European Union, And maintain the anti-dumping measures against imported non dispersion shifted single-mode optical fibers originating from the United States and the European Union. The applicant has not filed an application for final review of the anti-dumping measures applicable to the import of non dispersive shifted single-mode optical fibers originating in the UK.
According to the proposal of the Ministry of Commerce, the Tariff Commission of the State Council decided to continue to levy anti-dumping duties on imported non dispersive shifted single-mode optical fibers originating from the United States and the European Union in accordance with the scope and tax rate of taxable products published in Announcement No. 17 of 2011, Announcement No. 20 of 2017 and Announcement No. 53 of 2018 during the final review and investigation of anti-dumping measures. From April 22, 2022, the anti-dumping measures applicable to imported non dispersive shifted single-mode optical fibers originating in the UK will be terminated. We believe that the anti-dumping investigation of optical fiber is beneficial to Chinese optical fiber enterprises. We suggest to pay attention to: Yangtze Optical Fibre And Cable Joint Stock Limited Company(601869) , Hengtong Optic-Electric Co.Ltd(600487) , Jiangsu Zhongtian Technology Co.Ltd(600522) .
Second, Beijing took the lead in allowing autonomous vehicles to “no one behind the steering wheel”, and Baidu was approved in the first batch.
On April 28, Beijing issued the notice of unmanned manned demonstration application, and Baidu became the first approved enterprise. Its self driving travel service platform turnip express officially opened the self driving travel service, which means that the self driving service of “no one behind the steering wheel” is released for the first time in China’s super cities.
Baidu carried out unmanned manned demonstration application in accordance with the requirements of the implementation rules. The first batch of 10 unmanned vehicles were invested, and another 30 unmanned vehicles are planned to be added in the follow-up. So far, Baidu has the largest driverless fleet in China. Relying on the solid accumulation of 27 million kilometers of road test mileage in nine years, baidu turnip Express has realized self driving and manned travel services in mega cities such as Beijing, Shanghai, Guangzhou and Shenzhen, and has become the largest self driving travel service provider in the world. In the fourth quarter of 2021 alone, the number of manned orders for radish Express has reached 213000, which is still growing rapidly in 2022. We think this incident is good for the automatic driving sector, so we suggest to pay attention to: Optowide Technologies Co.Ltd(688195) .
III. China Mobile launched the second batch of centralized purchase of PC servers. China Mobile recently issued a bidding announcement that it will launch the public centralized purchase of bid winning package 1-bid package 7 of the second batch of centralized purchase projects of PC server from 2021 to 2022. The centralized procurement product is PC server, and the procurement scale is about 82245 sets. It is estimated that the demand satisfaction period of this procurement is about half a year. The second batch of PC servers of China Mobile are purchased intensively. The maximum number of bid packages allowed for bidders to win the bid at the same time is 6. Package 7 – package 9 allows bidders to win three packages at the same time.
Earlier, China Mobile issued a bidding announcement that it would launch the centralized purchase of computing servers for government and enterprise customers in 2022. The centralized procurement products are computing server products. The estimated procurement scale is about 85051 PC servers and supporting cabinets and switches.
We believe that with the gradual implementation of China’s East digital West computing project, the investment of the three operators in 2022 will focus on the core network and East digital West computing project. As important equipment, servers and switches will benefit relevant industrial chains. It is suggested to pay attention to: Unisplendour Corporation Limited(000938) , Zte Corporation(000063) .
Industry highlights
\u3000\u30001. Ericsson wins 172 5g commercial contracts
Ericsson has obtained 172 5g commercial contracts in the world, of which Ericsson has reached 5g commercial contracts that can be publicized with 89 operators and customers. At present, Ericsson provides equipment for 121 officially operating 5g commercial networks in 54 countries. According to the data of the first performance report in 2022 released by Ericsson, Ericsson achieved net sales of SEK 55.1 billion in the first quarter of 2022, a year-on-year increase of 11%; Net sales (organic sales) adjusted by comparable units and currencies increased by 3% year-on-year. Due to the positive impact of the network business supply chain on investment, Ericsson’s gross profit margin was 42.3% in the first quarter of 2022, and 42.3% excluding restructuring costs.
\u3000\u30002. More than 240 million Huawei devices have been equipped with Hongmeng
Huawei has more than 240 million devices equipped with harmonyos, more than 150 million ecological devices and more than 2000 ecological partners. Yu Chengdong, executive director and CEO of terminal business of Huawei, revealed at the full scene new product launch of Huawei’s flagship folding screen today. On June 2, Huawei officially launched the network wide upgrade of harmony OS2. According to the data released at Huawei Developer Conference 2021 (together), Huawei has invested more than 50 billion yuan in harmony OS, HMS and other ecosystems in the past three years.
Recommended this week: 5g construction leader [ Zte Corporation(000063) ]; [ Unigroup Guoxin Microelectronics Co.Ltd(002049) ] with the acceleration of domestic substitution and the warming of super SIM card sales; [ Unisplendour Corporation Limited(000938) ] benefiting from the East West calculation project; [ Fibocom Wireless Inc(300638) ] of rapid and large-scale Internet of things module; Beidou industry solution leader [ Shanghai Huace Navigation Technology Ltd(300627) ]; Operators benefiting from the rise of ARPU value [China Mobile].
Long term recommendation: 5g main equipment and infrastructure: Zte Corporation(000063) ; 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) , torch technology; 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 segment: 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 message: 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 tips
(1) systemic risk caused by the unexpected decline of the market;
(2) focus on the uncertainty risk of promoting relevant matters of the company.
