Today, the communications sector has risen sharply, and many cable stocks have their daily limit. Among them, Huiyuan Communication even recorded two links.
On the news, the domestic 5G ecological construction process is accelerating. There have been media reports on September 28 that 5G news is expected to be trial commercialized nationwide in the middle and late months of this month. Among the three major operators, China Mobile has implemented 5G message trial commercial use on multi-brand customized machines, while China Unicom and China Telecom have also entered the stage of preparing for trial commercial use. In addition, the digital renminbi wallet has joined the 5G message portal.
In addition, China Mobile’s 2021 4G/5G converged core network new equipment centralized procurement bidding has recently ended. Among them, the 4G/5G core network and the IMS part have a maximum bid limit of RMB 6.737 billion (excluding total tax). The size of the tender was about twice that of last year.
It is worth mentioning that according to related reports, the market has reported that Apple will launch the third-generation iPhone SE, which is expected to be mass-produced at the end of December this year and will be available in the spring of next year. Apple positions it as “the cheapest 5G mobile phone in history”. The industry expects that the price will be lower than the starting price of the iPhone 12 at $699, which is expected to further increase the 5G penetration rate.
Terminals and operators work together to further promote the development of the 5G industry. In the industry chain link, analysts are optimistic about the growth of the optical fiber link. Tianfeng Securities reported on the 9th that the optical fiber and cable industry is expected to usher in a strong recovery under the development of 5G, Internet of Things and other industries and some stimulus measures.
On the one hand, as the release of new capacity for light rods is coming to an end, the impact of the epidemic and the continued decline in prices have bottomed out, the supply-side capacity has gradually cleared, and the price of the optical fiber market has rebounded from the beginning of the year.
On the other hand, from the perspective of China Mobile’s centralized procurement, its centralized procurement of optical fiber and cable is 143.2 million core kilometers in 2021, an increase of 20% from last year’s 1.192 core kilometers; and last year, an increase of approximately 13.5% over the previous year. Demand growth has accelerated further, which also reflects that under the large-scale construction of 5G and high traffic growth and expansion, the demand for optical fiber and cable continues to grow rapidly, and analysts are optimistic that the future trend will continue.
It is worth mentioning that previously, Vice Premier Liu He pointed out that “appropriately advance infrastructure construction”, and former Minister of Industry and Information Technology Miao Wei proposed that “a moderately advanced strategy should be adopted in the construction of communications infrastructure”, which is expected to further promote the continued growth of the optical fiber and cable industry.
