Summary
[Initiated bidding for 5G news projects in many places to enrich application scenarios or speed up (with shares)]According to media reports, since May, operators in Beijing, Henan, Guangzhou and other places have launched 5G news bidding, and 5G news will be fully commercialized within this year. The 5G messaging working group will also initiate and promote the formulation and test certification of 5G messaging service display specifications and dual-card 5G messaging terminal technical specifications, which are expected to be released by the end of this year.
According to media reports, since May, operators in Beijing, Henan, Guangzhou and other places have launched 5G news tenders, and 5G news will be fully commercialized within this year. The 5G messaging working group will also initiate and promote the formulation and test certification of 5G messaging service display specifications and dual-card 5G messaging terminal technical specifications, which are expected to be released by the end of this year.
Kaiyuan Securities pointed out that with the large-scale deployment of “5G messaging”, 5G traffic on the ToC side is expected to be driven. Coupled with the conversion of corporate SMS traffic on the B-end, the 5G messaging target market will first catch up with the scale of the corporate SMS market and gradually expand. The gradual popularization of 5G news will further promote the accelerated development of 5G applications.Companies with priority layout are expected to seize the opportunity to increase the market share of 5G news and bring companiesPerformanceIn 2021, the focus will be on 5G applications, and 5G messaging, as one of the typical scenarios of 5G applications, will be promoted first.
ZTE(000063) The company has long adhered to 5G message innovation and research and development, and has now launched a comprehensive cooperation with domestic operators to assist in the construction of a 5G message platform.
Color News(300634) Has built the “Color News 5G New Message Platform”, which connects the operator’s underlying platform with industry customers, and has the ability to provide customers with one-stop 5G new message operation and management services.
Taiyue Shenzhou(300002) The company has good interaction and cooperation with operators, and the company has launched a 5G messaging cloud platform to provide all-round support for many industry customers and value-added business partners to jointly develop the 5G messaging market.
(Source: Securities Times Net)
(Editor in charge: DF515)
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