On January 12, the State Council officially released the “14th five year plan” for the development of digital economy, which involves measures such as optimizing and upgrading digital infrastructure, giving full play to the role of data elements, vigorously promoting industrial digital transformation, accelerating digital industrialization and strengthening the security system of digital economy. We believe that the core and bottom layer of digital economy is data transmission. As a pillar industry providing data transmission function for society, the communication industry will become the hardware base of digital economy. Among them, both the telecom side and the data transmission side will benefit from the increased traffic demand brought by the digital economy. On the telecom side, it is recommended to pay attention to Zte Corporation(000063) and other main equipment manufacturers, and Broadex Technologies Co.Ltd(300548) , Sichuan Tianyi Comheart Telecom Co.Ltd(300504) and other subjects benefiting from Gigabit broadband construction; On the data transmission side, it is recommended to pay attention to IDC manufacturers such as Guangdong Aofei Data Technology Co.Ltd(300738) , Kehua Data Co.Ltd(002335) , Beijing Sinnet Technology Co.Ltd(300383) and high-quality optical module industry chain companies such as Eoptolink Technology Inc.Ltd(300502) , Suzhou Tfc Optical Communication Co.Ltd(300394) .
This week’s core recommendations:
\u3000\u30001. High quality cable companies benefiting from Haifeng Construction: Jiangsu Zhongtian Technology Co.Ltd(600522) 600522, Hengtong Optic-Electric Co.Ltd(600487) 600487
\u3000\u30002. High quality companies in the high growth Internet of things track: Meig Smart Technology Co.Ltd(002881) 002881, Fibocom Wireless Inc(300638) 300638
Continue tracking: (1) green communication: Shenzhen Envicool Technology Co.Ltd(002837) 002837, Shenzhen Cotran New Material Co.Ltd(300731) 300731. （2）IDC： Guangdong Aofei Data Technology Co.Ltd(300738) 300738、 Kehua Data Co.Ltd(002335) 002335、 Beijing Sinnet Technology Co.Ltd(300383) 300383. (3) Optical module: Eoptolink Technology Inc.Ltd(300502) 300502, Zhongji Innolight Co.Ltd(300308) 300308, Suzhou Tfc Optical Communication Co.Ltd(300394) 300394. (4) Communication infrastructure: Zte Corporation(000063) 000063. (5) Military communication: Tianjin 712 Communication & Broadcasting Co.Ltd(603712) 603712. (6) Industrial Internet: Nengke 603859. (7) Cloud Video: Yealink Network Technology Co.Ltd(300628) 300628.
The State Council issued the “14th five year plan” for the development of digital economy. On January 12, the State Council officially released the “14th five year plan” for the development of digital economy, which involves measures such as optimizing and upgrading digital infrastructure, giving full play to the role of data elements, vigorously promoting industrial digital transformation, accelerating digital industrialization and strengthening the security system of digital economy. We believe that the core and bottom layer of digital economy is data transmission. As a pillar industry providing data transmission function for society, the communication industry will become the hardware base of digital economy. Both the telecom side and the data transmission side will benefit from the increased traffic demand brought by the digital economy.
IDC: by 2025, the Internet of things market in the Asia Pacific region will reach US $437 billion, with a compound annual growth rate of 12.1%. According to c114, IDC released a report showing that the expenditure on the Internet of things (IOT) in the Asia Pacific region will increase by 9.6% in 2021, accelerating by 1.5% over 2020. In the next few years, the Internet of things market in the region will gradually grow. It is expected to reach US $437 billion by 2025, with a compound annual growth rate of 12.1%. In the case of Internet of things applications, the main applications that promote the growth of expenditure in 2021 include manufacturing operation, production asset management, full channel operation, smart grid (power), smart home and freight monitoring.
Risk tip: trade friction intensifies and 5g progress does not meet expectations.
