According to recent reports, the 2022 World Mobile Communications Conference (mwc2022) will be held in Barcelona, Spain, from February 28 to March 3, 2022. At present, it has been confirmed by large enterprises such as Google, Vodafone, orange, Ericsson, Deutsche Telekom and Nokia. The world mobile communication conference is an annual industry conference. Initiated by the mobile communication Asia Conference and hosted by the global mobile communication systems Association (GSMA), it has become the most influential exhibition in the field of mobile communication in the world.
In recent years, with the transformation of all walks of life towards digitization, stronger data transmission capacity and information infrastructure construction have become the key outlets. The recently released “14th five year plan for the development of digital economy” also pointed out that with the deep integration of digital technology and real economy as the main line, we should strengthen the construction of digital infrastructure and improve the governance system of digital economy, We will work together to promote digital industrialization and industrial digitization, enable the transformation and upgrading of traditional industries, cultivate Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) new business forms and new models, and constantly strengthen, optimize and expand China’s digital economy, so as to provide strong support for the construction of Digital China.
Guoyuan Securities Company Limited(000728) believes that the issuance of the plan represents that China’s 5g development will usher in a new stage of Pratt Whitney sharing, and the requirements for 5g wide coverage and stability will be more urgent. After the operator sector includes the previous China Telecom Corporation Limited(601728) and the latest China Mobile’s return to a shares, it will better ensure the stabilization of a large amount of capital expenditure investment in the early stage in the medium and long term, Effectively promote the stability and upward trend of the overall business cycle of the communication industry. With the continuous promotion of the construction of base stations of China’s three major operators, the continuous accumulation, innovation and breakthrough of 5g applications, the continuous and rapid growth trend of 5g traffic is unchanged, and the digital infrastructure is expected to exceed expectations.
In terms of core benefit targets, Shengang Securities believes that (1) 5g network coverage continues to improve, the number of 5g base stations exceeds 1.4 million, and continues to recommend 5g equipment manufacturers: 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 better 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. It is recommended to focus on the investment opportunities of vehicle communication modules. It is recommended 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, and the precision temperature control faucet is recommended: Shenzhen Envicool Technology Co.Ltd(002837) .
