The 5g commercial of China Shaanxi Broadcast & Tv Network Intermediary(Group)Co.Ltd(600831) Co., Ltd. (hereinafter referred to as "China Radio and television") which is regarded as the fourth largest operator by the outside world has made new progress.
On May 17, at the 2022 World Telecommunication and information society day conference, song Qizhu, chairman of China Radio and Television Network Group Co., Ltd. (hereinafter referred to as "radio and Television Group"), said that up to now, the construction of 5g core network and related business platform is in the comprehensive finishing stage, and significant phased progress has been made in the interconnection with the three operators.
"The mobile phone number segment operated by China Radio and television has been determined as' 192 '." Song Qizhu said that at present, the preparations for the full commercial use of China's Radio and television 5g are basically ready, and the radio and television 5g number release can be realized as soon as possible.
It is reported that the listed companies of radio and television 5g concept are also actively building and testing 5g Industry insiders believe that the commercial launch of China Radio and television 5g is imminent. With the experience of the other three operators, the commercial process will be faster, and the investment opportunities in the industrial chain have appeared.
industrial chain applications may surge rapidly
Tianyancha shows that China Radio and television was founded on September 25, 2020, and radio and television group holds 60.48% of the shares of the company, which is its largest shareholder.
Song Qizhu said that since the issuance of 5g communication license, China Radio and television has been actively planning and promoting the integrated development of national cable TV network and radio and television 5g construction. The number release of section 192 also entered the countdown stage.
It is understood that China Radio and television and China Mobile share 5g700m frequency band. Under the same uplink rate, the coverage capacity of 700MHz 5g single station is 8.6 times that of 3.5GHz. In order to make comprehensive preparations for the operation of mobile phone section 192, the construction of provincial nodes such as Jiangsu, Sichuan and Guizhou of China Radio and television core network has been started.
In addition to the self built core network, this time, China Radio and television signed 5g inter network interconnection and settlement agreements with Inner Mongolia Unicom, Inner Mongolia Mobile and Inner Mongolia Telecom. "The signing of the interconnection agreement of four enterprises is a landmark event in the history of 5g." Song Qizhu believes that with the support of all parties, the National Radio and television 5g operation can be realized as soon as possible.
"Since this year, the construction of China Radio and television in 5g has accelerated significantly. The operation of mobile phone section 192 means that China Radio and television can officially develop mobile phone users, and the industrial chain applications will surge rapidly." Xiang Ligang, a high-level consulting expert on high-quality development of the Ministry of industry and information technology, told the reporter of Securities Daily.
In terms of market, analysts of Anxin securities expect that radio and television 5g is expected to officially enter commercialization in 2022, and the personal communication business of radio and television 5g will gradually occupy the market share. It is expected that it will bring a revenue increment of 100 billion yuan in five years. By 2027, the market share of China's Radio and television communication business will reach 10%.
For the commercial use of radio and television 5g, bu Rixin, general manager of chuangdao investment consulting, believes that the large-scale development of radio and television 5g commercial use also needs subversive value applications. "Radio and television enterprises have their unique resources and flexibility. Live broadcasting, audio and short video on the industrial chain have been popular in recent years. They can be integrated with 5g, giving birth to landmark applications, driving the maturity of 5g VR, AR, cloud games, industrial Internet and other applications, and widely infiltrating in education, medical treatment, high-definition video, smart cars and other fields."
radio and television listed companies accelerate transformation through "tuyere"
In the context of the accelerated pace of 5g business, radio and television listed companies have also ushered in new development opportunities.
At present, many radio and television listed companies take 5g as an opportunity to accelerate their transformation.
"There are many types of radio and television companies. Under the epidemic situation, there are weak profitability or even losses. They also have a grasp of the positive layout of entertainment and 5g outlets. Most enterprises are in transformation, and radio and television 5g is expected to become an important direction for listed radio and television companies to achieve performance growth." Bu Rixin said.
Shenzhen Topway Video Communication Co.Ltd(002238) said that the company would actively explore the implementation of "5g +" applications represented by "5g + smart pension".
Guizhou Bc&Tv Information Network Co.Ltd(600996) recently responded to investors that the company is actively cooperating with China Radio and television in the preliminary operation preparations for 5g commercial use. Next, the company will be based on its main business, promote the deep integration of radio and television and all walks of life, expand the scale of data industry and promote the transformation and upgrading of the company.
Hubei Radio & Television Information Network Co.Ltd(000665) also held a 5g construction mobilization and deployment meeting recently, and said that it would spare no effort to promote the construction of radio and television 5g and make new breakthroughs to ensure the smooth operation of No. 192.
Analysts at Anxin securities believe that fundamental changes have taken place in the fundamentals of the radio and television industry under the background of the continuous promotion of China's Radio and television 5g construction and smart radio and television business. It is expected that after the scale of new business, the new business income of listed companies will account for more than half in the next five years.
From the perspective of industrial chain, radio and television listed companies accelerate 5g layout, which is expected to drive more investment opportunities in the industrial chain Soochow Securities Co.Ltd(601555) analysis shows that at present, Shaanxi Broadcast & Tv Network Intermediary(Group)Co.Ltd(600831) operators and equipment manufacturers mainly include China Television Media Ltd(600088) , Beijing Gehua Catv Network Co.Ltd(600037) , etc; Listed companies in the industrial chain of optical module PCB, server, cloud computing and other fields include Suzhou Tfc Optical Communication Co.Ltd(300394) , Shennan Circuits Co.Ltd(002916) and so on; In the downstream network visualization, high-definition video, smart home applications, Shenzhen Sinovatio Technology Co.Ltd(002912) , Shenzhen H&T Intelligent Control Co.Ltd(002402) and other listed companies are also accelerating 5g layout.
