Authorities and institutions such as the Ministry of Industry and Information Technology and the Chinese Academy of Sciences have predicted that the scale of investment in the early construction of 4G networks will be around 500 billion yuan. After the network is officially commercialized, it will also drive upstream and downstream industries such as terminal manufacturing and software. Mark. According to China Mobile ’s previous 4G construction plan, this company alone will invest 200 billion in the entire 4G network.
4G licenses will be issued as soon as next week. It is reported that the Ministry of Industry and Information Technology has reported the timing of the issuance of 4G licenses on November 28, December 8, and December 18, respectively. According to analysis, as the issuance of 4G licenses approaches, the enthusiasm of the parties concerned for 4G will also reach a climax, and 4G concept stocks will be sought after.
4G license issued within the fastest month
At the "LTE Global Ecosystem Development Symposium" held recently, a source revealed that the Ministry of Industry and Information Technology has reported three licensing points for 4G licenses, which are November 28, December 8 and December 18, respectively. . Obtain evidence from authorities. According to its disclosure, if there is no "accident", the 4G license will be issued next week (November 28).
Dai Xiaohui, deputy inspector of the Science and Technology Department of the Ministry of Industry and Information Technology, has recently revealed that the Ministry of Industry and Information Technology is busy preparing for the issuance of 4G licenses and the issue of 4G spectrum allocation. It is also understood that the current form of issuance of 4G licenses has been determined: the three major operators China Mobile, China Telecom, and China Unicom will be issued with TD-LTE 4G licenses at the same time, and the other standard LTE-FDD 4G licenses will be delayed Issue.
In fact, in the first three quarters of the industrial communication industry development report meeting held last month, Zhu Jun, deputy director of the Ministry of Industry and Information Technology, said when issuing 4G licenses, "The State Council has already made a resolution. Requirements to fully advance this work. The overall work is in an orderly process. "
It is understood that at the State Council executive meeting held in July this year, the 4G license issuance deadline was officially determined. The meeting required relevant departments and enterprises to promote the issuance of 4G licenses during the year. During the subsequent communication exhibition in September 2013, Miao Wei, Minister of Industry and Information Technology, also made it clear in the media interview that 4G licenses will be issued by the end of the year.
China Mobile has been the first to sell 4G mobile phones in many places recently, and the 4G package has been exposed. It seems that it is already on the line, just waiting for a sound. The latest news shows that on December 17, China Mobile will officially launch a brand-new business brand "He", covering its 2G, 3G and 4G, and future tariff packages will be under this brand.
With the approaching date of 4G license issuance, 4G concept stocks in the A-share market have also continued to receive market attention. Yesterday, a number of individual stocks strengthened sharply, such as the daily limit of China Telecom (600485), Datang Telecom (600198), Fuchun Communication (300299), Lianxin Yongyi (002373), Yitong Century (300310), Wuhan Fangu ( 002194), etc. rose more than 5%, in addition to three-dimensional communications (002115) and other stocks also rose ahead.
"As the issuance of 4G licenses approaches, the enthusiasm of relevant parties for 4G will also reach a climax, and 4G concept stocks will be sought after." Industry insiders told the "Investment Express" reporter that 4G is about to be commercialized for the entire industry chain. It's a big plus. In addition to the direct benefit from equipment manufacturers, other companies engaged in the production of related ancillary equipment, as well as other companies in the industrial chain will also usher in substantial benefits.
Guotai Junan Research reported that 4G network investment is expected to be the “leader†in leading China's economic transformation. The government is willing to promote 4G network advance investment, such as wireless network investment year-on-year growth from the original 8.4% to 19.2%. Industry sentiment and equipment manufacturers' performance expectations will be further improved accordingly.
Cheung Kong Securities analyst Chen Zhijian said that since July, the demand for wireless radio frequency devices, optical modules, wireless supporting equipment and other related components and supporting equipment manufacturers has increased significantly, indicating that the capital expenditure of telecom operators is in a state of obvious acceleration. In the next two years, the large-scale development of China's LTE construction will continue to push the fundamentals of the communications industry upward.
Three main lines of the Nuggets super trillion industry chain
Authorities and institutions such as the Ministry of Industry and Information Technology and the Chinese Academy of Sciences have predicted that the scale of investment in the early construction of 4G networks will be around 500 billion yuan. After the network is officially commercialized, it will also drive upstream and downstream industries such as terminal manufacturing and software. The industry scale will be expected to exceed one trillion yuan Mark. According to China Mobile ’s previous 4G construction plan, this company alone will invest 200 billion in the entire 4G network.
"After 4G is commercialized, it will penetrate into more traditional industries and other industries through network advantages, and will extend and expand the 4G industry chain. Related industrial clusters will become a new industry growth point and is expected to become a popular area of ​​venture capital. By then, the entire The market size of the 4G industry chain will be trillions. "A senior analyst in the IT industry pointed out.
CITIC Securities predicts that the climax of 4G construction will continue for about 3 years, and the number of 4G base stations required to build from 2013 to 2015 is 170,000, 220,000, and 240,000; the investment in 4G equipment from 2013 to 2015 is 41.1 billion yuan, respectively. 47.5 billion yuan, 50 billion yuan, an increase of 513%, 16%, and 5% year-on-year, of which, in 2013, the growth rate of investment in wireless main equipment, transmission, radio frequency, antenna, and network coverage optimization areas were 523%, 322%, and 573%, respectively , 605%, 613%.
"4G will bring structural opportunities to the communications industry, benefiting network planning and major equipment vendors. The investment growth rate will increase in 2013, and the relevant beneficiary listed companies will gradually release their performance in the second half of 2013. In the second half of 2013 and 2014 In the first half of the year, it may surpass the market. "CITIC Construction Investment analyst Dai Chunrong pointed out.
Industry insiders said that with the gradual progress of 4G, telecommunications and China Unicom will take over mobile 4G investment in LTE-related industry investments or will usher in an accelerated release. Investors can "according to the picture" to explore the huge business opportunities brought by the super trillion industrial chain model formed by 4G through the following three main lines.
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