Industry trends: China Telecom Corporation Limited(601728) 5g news officially welcomes the key year for the large-scale development of commercial 5g applications

On the afternoon of January 25, China Telecom Corporation Limited(601728) (601728. SH), a press conference was held to officially launch the commercial release of 5g news. At the end of 2021, China Mobile (600941. SH) launched SMS applet 2.0 as a supplementary scheme for 5g messages, and China United Network Communications Limited(600050) (600050. SH) took the lead in launching the trial commercial use of 5g messages across the country. So far, the three major operators have made great moves in the field of 5g messages.

The reporter noted that at the China Telecom Corporation Limited(601728) 5g news Commercial Press Conference on the afternoon of the 25th, the recently hot concept of digital economy was mentioned many times. Many insiders pointed out that 5g technology, as the cornerstone of the development of digital economy, is giving birth to a new development pattern of various industries and will become a new engine for the development of digital economy. As one of the consumer applications with the fastest landing and the most easy large-scale development of 5g, 5g news has a broad imagination space.

However, so far, China Mobile has not announced the commercial timetable of 5g news. Considering that it still faces problems such as insufficient terminal coverage, slow promotion of operators and poor actual experience, it remains to be seen how 5g news will actually progress in the future.

China Telecom Corporation Limited(601728) 5g message commercial personal reception free

"5g news is an important direction in the overall development of China Telecom Corporation Limited(601728) in 2022. We will fully promote the development of 5g news and the construction of ecological capacity to achieve breakthroughs, especially for key industries and strategic customers to explore typical application scenarios," said Zhang Xiaojun, deputy general manager of China Telecom Corporation Limited(601728) marketing department, "At present, the construction of China Telecom Corporation Limited(601728) 5g message platform has been completed, the operation system has been basically completed, and has the ability to systematize management, operation and security.".

The reporter learned that China Telecom Corporation Limited(601728) 5g news is divided into personal 5g news and industry 5g news. For individuals, China Telecom Corporation Limited(601728) will provide a unified service entrance in the native mode of the terminal, receive for free, and send messages consistent with the current SMS; Enterprises are charged according to different message types.

Tang Ke, deputy general manager of China Telecom Corporation Limited(601728) Group Co., Ltd., said that at present, the number of users of China Telecom Corporation Limited(601728) 5g package has reached 179 million and has entered the deep cultivation stage. In the future, China Telecom Corporation Limited(601728) will accelerate the application and promotion of 5g message service and quickly form a scale; Strengthen the deep integration of 5g news with new technologies such as cloud computing, AI, big data and blockchain, and promote the upgrading of digital economy industry; Build and share 5g news new ecology with all parties in the industrial chain.

For China Telecom Corporation Limited(601728) 5g business, Miao Jianhua, President of China Communications Enterprise Association, said that China Telecom Corporation Limited(601728) and industrial chain partners have entered a new stage in promoting 5g news. Another analysis pointed out that with the gradual implementation of 5g news, relevant suppliers are expected to benefit.

On the afternoon of the 25th, the financial Associated Press reporter interviewed Montnets Cloud Technology Group Co.Ltd(002123) (002123. SZ). The relevant person in charge of the company said, "5g news is an important application of digital economy and carries the mission of transformation and upgrading of traditional SMS business. The company is the first CSP partner of the three major operators. I believe that with the official commercial use of 5g news, the company's business will also develop on a large scale."

The reporter found that operators can be described as the "chain length" of the industrial chain in the field of 5g news. In addition, the industrial chain also includes hub layer (information transmission between operators and platforms), MAAP platform (connecting enterprise services and operator business). Among A-share listed companies, Zte Corporation(000063) (000063. SZ), Montnets Cloud Technology Group Co.Ltd(002123) , Beijing Tongtech Co.Ltd(300379) letter (600776. SH), Beijing Ultrapower Software Co.Ltd(300002) (300002. SZ), Richinfo Technology Co.Ltd(300634) (300634. SZ), Neusoft Corporation(600718) (600718. SH) Hangzhou Anysoft Information Technology Co.Ltd(300571) (300571. SZ), Shenzhen Infogem Technologies Co.Ltd(300085) (300085. SZ), Shenzhen Hirisun Technology Incorporated(300277) (300277. SZ), Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) (300047. SZ), Zhejiang Century Huatong Group Co.Ltd(002602) (002602. SZ) are equivalent to 5g message concept stocks.

the large-scale development of 5g applications ushers in a critical year, and 5g message problems still exist

The 14th five year plan for digital economy development issued by the State Council on January 12 pointed out that 5g commercial deployment and scale application should be promoted. Recently, Zhao Zhiguo, spokesman of the Ministry of industry and information technology and director of the information and communications administration, also publicly said that "2022 is the key year for the large-scale development of 5g applications. We should continue to improve 5g network coverage and accelerate the deep integration of 5g and vertical industries". As one of the consumer applications with the fastest landing and the easiest standardized development of 5g, the importance of 5g news can be seen.

\u3000\u3000 "At present, the development of 5g messaging in China is still in its infancy, and there are still many key problems that need to be solved together. Among the many problems, five are prominent, including the insufficient number of mobile terminal support, the unsatisfactory progress of business interconnection, the unclear mode of joint operation of operators, the implementation of benchmark demonstration applications, and the supervision of competent authorities Policies and means are not perfect enough, "Miao Jianhua pointed out at the China Telecom Corporation Limited(601728) 5g news commercial press conference.

Previously, insiders told reporters that the development of 5g news was less than expected, mainly due to the insufficient number of terminal coverage, slow promotion speed of operators and poor actual business experience.

In this regard, Miao Jianhua believes that it is necessary to further accelerate the large-scale coverage of 5g message terminals, strengthen the construction of 5g message standards, explore the operation mode of 5g message, accelerate the creation of benchmark demonstration and promote regional pilot, and carry out the research on regulatory policies and technical means. Miao Jianhua stressed that further exploring the operation mode of 5g news will be the key to whether 5g news can succeed and go far.

It is worth noting that in November 2021 China United Network Communications Limited(600050) has taken the lead in launching the trial commercial use of 5g messages nationwide. After the official launch of 5g message commercial use today China Telecom Corporation Limited(601728) , the outside world may focus on China Mobile. On December 31, 2021, Shanghai Mobile, together with China Mobile Internet, China Mobile Research Institute, Zte Corporation(000063) and others, completed the private network pilot in 5g message innovation center. However, at present, the commercial schedule of 5g message has not been clearly announced. The financial associated press will keep an eye on the follow-up progress.

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