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作者:admin  日期:2018-10-29 11:39  人气:
Recently, news about 5G's commercial landing is coming. In June, Xu Zhijun, Huawei's rotating chairman, announced at the Shanghai World Mobile Congress that Huawei would launch a complete set of 5G commercial network solutions based on Independent Networking (NSA) on September 30, 2018 and a 5G commercial system based on Independent Networking (SA) on March 30, 2019. In addition to the timetable for 5G networking products, Huawei will launch a 5G-enabled Kirin chip in 2019 and a 5G-enabled smartphone in June 2019.
In addition, ZTE has recently successfully completed the first phase of China Telecom's 5G test network in Xiong'an and Suzhou. Qualcomm and Datang Mobile have completed the new 5G air interoperability test (IODT) according to the third phase specification of the 5G technology development test issued by IMT-2020 (5G) propulsion group. Ericsson has completed the 5G new air interoperability test (IODT) in the laboratory of the Ministry of Industry and Information Technology and Huairou Wai. The field has completed the field end to end test under the 5G independent network NSA architecture.
From the action of these giants, 5G commercial landing has been eager to speak out, so many voices believe that 2019 is likely to usher in the true meaning of the 5G year. Under this kind of anticipation, the recent 5G concept plate's stock price performance in the A share "drops unceasingly" under the environment can be called eye-catching.
So, whether the 5G plate is expected to become a rare haven in the bitter storms of A shares? What are the listed companies in the 5G industrial chain and their respective investment logic? Which companies really benefit from the commercial landing of 5G, which companies are purely hot speculation?
The investor newspaper discusses the listed companies of A share 5G board, with a view to provide reference for investors.
5G or changing the communications industry again
The telecommunications industry is probably the most frequent area of "dynastic change" in the last 20 years. The dominant brands such as Motorola and Nokia, which were just beginning to emerge from mobile phones, are now hard to find. With the advent of the 3G era, smartphone brands such as Apple, Samsung and so on are booming globally; in the domestic market, China Cool Union (ZTE, Huawei, Cool School, Lenovo), which relies on operators to sell at low prices, also occupies a certain share.
Since the 4G era, domestic mobile phone manufacturers have broken through from the early low-price strategy. Huawei, VIVO, OPPO and other domestic mobile phones have become popular in the domestic market. Huawei is even more prominent. In the past, it has been monopolized by foreign brands in the high-end smartphone market.
With the widespread application of 4G network, the rise of new business mode is coming. Because 4G networks are faster and more stable than 3G, there are more demanding business models for mobile networks, such as live broadcasting, short video, mobile payment, mobile life services, shared economy, and so on. There are also more "heavy" mobile platform games such as King Glory, Yin and Yang division, chicken eating, etc., which have sprung up, not to mention. With the help of faster networks, mobile Internet users show explosive growth. According to Bida, the number of mobile Internet users in 2017 has reached 750 million, and the number of mobile Internet users is expected to reach 780 million in 2018. On this basis, various mobile applications and mobile social platform business models emerge one after another.
Then, what impact will the arrival of 5G bring to us?
5G (5th-generation) is the abbreviation of the 5th generation mobile communication technology, but unlike 4G, 3G and 2G, 5G is not an independent, new wireless access technology, but the evolution of existing wireless access technology (including 2G, 3G, 4G and WiFi) and the aggregate of some new complementary wireless access technology integrated solutions. Say.
5G means faster network, lower latency and more connections. At the same time, because of the introduction of stronger encryption algorithm, the security mechanism becomes stronger.
From the application point of view, 5G lays the foundation for the interconnection of all things. In the future, there may be sensors for every object, and each 5G terminal may become a connecting point to realize data interaction. Simply put, 4G is the basis for the prosperity of the mobile Internet, and 5G may be the basis for the future development of the Internet of Things, artificial intelligence, smart cities and other applications. New technological revolutions such as artificial intelligence, new intelligent hardware platforms such as VR / AR, new travel technologies such as unmanned driving, new scenes such as the interconnection of all things subversive applications, in the development of 5G to a relatively mature stage, it is possible to flourish.
From the perspective of market prospects, with the large-scale spread of 5G applications, the next three to five years will bring trillions of business opportunities to the industrial chain. According to the "5G Economic and Social Impact White Paper" of the China Telecom Institute, the direct and indirect output driven by 5G will reach 6.3 trillion yuan and 10.6 trillion yuan respectively by 2030.
In terms of direct output, according to the official commercial calculation of 5G in 2020, it is estimated that the direct output of 484 billion yuan will be driven in that year. In 2025 and 2030, it will increase to 3.3 trillion yuan and 6.3 trillion yuan, respectively. The annual compound growth rate of 10 years will be 29%.
In terms of indirect output, in 2020, 2025 and 2030, 5G will drive 1.2 trillion yuan, 6.3 trillion yuan and 10.6 trillion yuan respectively, with an average compound annual growth rate of 24%.
5G industry chain holds trillions of business opportunities
5G is the catalyst to push mobile technology into the general field, and it is also the opportunity to reshape the top-down competition pattern in the field of communications. Therefore, 5G has become a battleground for the global communications industry.

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