On January 25, China Telecom Corporation Limited(601728) announced the official commercial 5g message service. In April 2020, the three operators jointly released the 5g news white paper, which has been nearly two years. At the release ceremony on the 25th, China Telecom Corporation Limited(601728) deputy general manager Tang Ke said that after more than a year of practical exploration with industrial chain partners, China Telecom Corporation Limited(601728) has made all preparations for 5g news business.
China Telecom Corporation Limited(601728) 5g message service will be oriented to individual and industry users. For individual users, 5g message has the characteristics of fast, safe and convenient use. For industry users, 5g message can greatly reduce the customer acquisition cost of enterprises. In addition, 5g messages adopt multi-dimensional billing mode, and individual users can receive them free of charge.
In terms of A-share investment, open source Securities pointed out that with the large-scale deployment of "5g message", 5g traffic at TOC end is expected to be driven. In addition to the transformation of enterprise SMS traffic at B end, the target market of 5g message will first catch up with and gradually expand the scale of enterprise SMS market. With the gradual popularization of 5g message, it will further promote the accelerated development of 5g application. Enterprises with priority layout are expected to seize the opportunity, improve the market share of 5g message and increase the company's performance. In 2021, 5g application will be the focus, and 5g message, as one of the typical scenarios of 5g application, will be promoted first.
Minsheng Securities pointed out that the Nationwide Trial commercial use of 5g news marks a key step in the commercialization of 5g news. In the future, it is expected to accelerate the development of the whole ecosystem, and the subdivided fields such as platform services and industrial applications are expected to benefit for a long time. It is recommended to focus on Montnets Cloud Technology Group Co.Ltd(002123) manufacturers with leading advantages in 5g messaging, and Beijing Jiaxun Feihong Electrical Co.Ltd(300213) , Fujian Star-Net Communication Co.Ltd(002396) , Hangzhou Cncr-It Co.Ltd(300250) .
