Talk every Monday:
The three major operators released the business data in April 2022, and the 5g penetration rate was further improved.
5g package users of the three major operators added a total of 21.156 million in the month, reaching a total of 869114 million.
The number of mobile users of China Mobile decreased by 242000 in the current month, and the cumulative number of mobile users reached 966396 million; The number of broadband users increased by 2.618 million, and the cumulative number of broadband users was 251261 million; The number of users of 5g package increased by 10.365 million, reaching 476916 million in total, and the penetration rate of 5g package reached 49.35%.
China Telecom Corporation Limited(601728) the number of mobile users increased by 780000 in the current month, with a total of 380.32 million mobile users; The number of broadband users increased by 780000, and the total number of broadband users was 173.89 million; The number of users of 5g package increased by 6.68 million, reaching 217.43 million in total, and the penetration rate of 5g package reached 57.17%.
China United Network Communications Limited(600050) “big connection” users have reached 787 million, including 320 million Internet of things terminal connections; The number of 5g package users increased by 4.111 million, reaching 174768 million in total.
The number of 5g base stations exceeded 1.6 million, and the 5g rate remained ahead.
So far, China has become the first country in the world to build 5g network based on independent networking mode.
According to the measured data of 5g cloud measurement platform of China Academy of communications and communications, in the first quarter of 2022, the average user download rate of 5g in China was 304.8mbps (the average user upload rate was 49.6mbps), the average user download rate of 4G was 27.8mbps (the average user upload rate was 2.9mbps), and the 5g download rate remained more than ten times that of 4G.
China United Network Communications Limited(600050) set up nine industry legions to fully develop the main channel of digital economy.
China United Network Communications Limited(600050) announced on the world telecommunication and information society day that nine industry legions of equipment manufacturing, smart mining, smart steel, garment manufacturing, automobile manufacturing, smart medical treatment, smart legal affairs, smart emergency and smart transportation were established for key vertical industries to prepare for “big application”.
China United Network Communications Limited(600050) set up an industry corps to deeply cultivate key vertical industries, gather industry experts and gather ecological forces, and provide digital, networked and intelligent solutions based on the powerful 5g cloud network capability of operators.
Market review:
This week (202205.16202205.20), the Shanghai Composite Index, Shenzhen Component Index and gem index increased by 2.02%, 2.64% and 2.51% respectively, and the Shenwan communication index increased by 2.50%, ranking 11th in Shenwan’s 28 primary industries.
Performance of individual stocks in the communication sector this week:
The top five stock price increases are: Dr.Peng Telecom&Media Group Co.Ltd(600804) , Wenzhou Yihua Connector Co.Ltd(002897) , Super Telecom Co.Ltd(603322) , Kaile Science And Technology Co.Ltd.Hubei(600260) , Hangzhou Huaxing Chuangye Communication Technology Co.Ltd(300025)
The top five stock price declines are: Wanma Technology Co.Ltd(300698) , Beijing E-Techstar Co.Ltd(300513) , Tianjin 712 Communication & Broadcasting Co.Ltd(603712) , Qingdao Topscomm Communication Inc(603421) , Nanjing Panda Electronics Company Limited(600775)
Investment strategy: (1) 5g network coverage continues to improve, the number of 5g base stations exceeds 1.6 million, and 5g equipment manufacturers are continuously recommended: Zte Corporation(000063) ; (2) The increase in the penetration rate of 5g package users drives the Arup value of operators. Operators give up the price war and improve user stickiness by providing more high-quality and differentiated services. It is suggested to pay attention to: China Mobile; (3) The development of the Internet of things industry has entered the fast lane, focusing on the investment opportunities of vehicle communication modules. It is suggested to pay attention to Fibocom Wireless Inc(300638) , Quectel Wireless Solutions Co.Ltd(603236) ; (4) In the context of double carbon, green energy conservation has become the main theme. The key recommendation is precision temperature control faucet: Shenzhen Envicool Technology Co.Ltd(002837) .
Risk tip: the development of 5g is not as expected, the trade friction between China and the United States has further escalated, and the epidemic has further spread.
