Summary
[my country has opened the construction of 993,000 5G base stations, and investment in 5G construction in the second half of the year will be accelerated (with shares)]According to Xinhua News Agency, at the 2021 World 5G Conference that opens in Beijing, Xiao Yaqing, Minister of Industry and Information Technology, introduced that my country has already Opened and constructed 993,000 5G base stations, covering all prefecture-level cities, more than 95% of counties and districts, and 35% of towns and villages across the country. The number of 5G terminal mobile phone connections exceeded 392 million. There are more than 10,000 5G application cases across the country, covering 22 important industries and related fields of the national economy such as steel, electric power, mining, etc., forming a large number of colorful application scenarios and becoming a new engine leading my country’s high-quality development.
According to Xinhua News Agency, at the 2021 World 5G Conference in Beijing, Minister of Industry and Information Technology Xiao Yaqing introduced that my country has opened 993,000 5G base stations, covering all prefecture-level cities, more than 95% of counties and 35 % Of towns and villages have more than 392 million 5G terminal mobile phone connections. There are more than 10,000 5G application cases across the country, covering 22 important industries and related fields of the national economy such as steel, electric power, mining, etc., forming a large number of colorful application scenarios and becoming a new engine leading my country’s high-quality development.
Chuancai Securities pointed out thatChina Mobile、China Telecom、China UnicomIt has been announced that the planned 5G-related capital investment in 2021 is about 110 billion yuan, 39.7 billion yuan and 35 billion yuan, respectively. According to the expenditure data released by the three major operators, the 5G investment in the first half of the three is more “prudential.” The progress of relevant investment promotion and implementation is less than half, which means that the pace of 5G construction investment of the three major operators will inevitably accelerate in the second half of the year.
In the current 5G era, the networking mode of “macro base station as primary and small base station as secondary” is the main way to improve network coverage in the future. Therefore, if the pace of 5G macro base stations is accelerated, small base stations will also be expanded accordingly, showing explosive growth. It is estimated that by 2023, the scale of China’s 5G small base station equipment construction will reach 34.25 billion yuan.
The promotion of 5G infrastructure will undoubtedly help many areas in the 5G industry chain, such as the upstream chip, module, radio frequency device and other electronic component industries, the midstream network system equipment, network construction, etc., and the downstream is network operation and diverse applications. Scenarios and end product areas.
Chuancai Securities proposes to focus on small base stations and the related industry chain of 5G downstream applications in the second half of the year. The relevant targets are: 1.Base station industry chainShennan Circuit、Shanghai Electric Power Co., Ltd.、Shengyi Electronics、StarNet Ruijie、Cambridge Technology、Tsinghua Unigroup、Espressif TechnologywithCombaChinaWait. 2.Pay attention to the important downstream applications of 5G landing in the VR/AR industry chainGoertek、Weir shares、Rockchip、Crystal Optoelectronics、Allwinner Technology、Lianchuang Electronics、Lantech OpticsWait. 3.New display (Mini-LED) industry chainBOE A、TCL Technology、Sanan Optoelectronics、Jucan Optoelectronics、Jufei Optoelectronics、Ruifeng Optoelectronics、National Star Optoelectronics, Manulife Smart Exchange,AbisonAnd Otto Electronics, etc.
(Source: Securities Times Net)
.