With the cooling of the cycle sector, more and more institutions began to shift their focus to the science and technology sector, of which 5g mobile phone industry chain attracted much attention.
5g mobile phone shipments
5g mobile phones have become the mainstream direction of the smart phone market, and mobile phone enterprises have ushered in the “order tide”. It is reported that glory currently sells more than 10 5g mobile phones, and all mobile phones are in short supply. The demand for mobile phone products has expanded, and the supply and demand gap of some electronic components has continued to expand. Manufacturers are expanding production capacity and ensuring supply.
In January, the domestic mobile phone market showed obvious signs of recovery compared with last year, and the proportion of domestic mobile phone shipments increased compared with the fourth quarter of last year. According to the data, the overall shipment volume of domestic mobile phone market in January was 40.12 million, a year-on-year increase of 92.8%; Among them, the shipment of 5g mobile phones was 27.278 million, accounting for 68% of the mobile phone shipment in the same period, the highest monthly level.
The proportion of 5g mobile phone shipments has increased step by step in the past year, from a low of 26.3% in January last year to 61.2% in June. Since then, the proportion has increased slowly and remained above 60%, reaching 68% in January this year.
Domestic 5g infrastructure is still under construction. According to the data of the Ministry of industry and information technology, the domestic 5g investment scale has exceeded hundreds of billions, and more than 718000 5g base stations have been built. Now it has basically covered all prefecture level cities in China. The number of users is also rising rapidly, with more than 200 million 5g terminal connections.
AVIC Securities believes that 5g penetration will continue to increase in the process of the continuous popularization of 5g terminals and the continuous optimization of communication network prices. Galaxy Securities predicts that by 2023, the global shipment of 5g mobile phones will reach 774 million, with a compound growth rate of 179.9% and a penetration rate of 51.4%.
Guohai Securities pointed out that the follow-up 5g application will be the focus of the market. With the increasing maturity of 5g commercial technology, 5g mobile phones have entered the homes of ordinary people.
Liu Guangyi, chief expert of China Mobile, said that whether most people begin to migrate to 5g depends on factors such as the penetration rate of 5g intelligent terminals, the emergence of 5g popular new applications and operator strategies. This will be a process of steady improvement. It is expected that 5g penetration rate is expected to increase to a relatively high level in the next two to three years.
Net profit of 7 concept stocks this year
The growth rate is expected to exceed 50%
According to statistics, as of March 2, the average increase of mobile phone industry chain stocks after the Spring Festival was 1.25%, outperforming the Shanghai index by 5.26 percentage points in the same period. Genesis, helitai, Jinlong Electromechanical, Wufang optoelectronics, Derun electronics and Gongda electroacoustic increased by more than 10%.
According to the published performance data, the net profits of four shares, such as helitai, Jinlong Electromechanical, genesis and Xinlun technology, are in deficit in advance, while the net profits of many shares, such as Changying precision, Jingfang technology, Anjie technology, BYD, BOE A and Huatian technology, are expected to double, of which Changying precision has the highest net profit growth. The performance express released by the company shows that the net profit in 2020 is 601 million yuan, a year-on-year increase of 617.82%.
According to the unanimous prediction data of more than five institutions, the net profit of 23 mobile phone industry chain stocks in 2021 is expected to increase year-on-year, among which the net profit of 7 stocks such as genesis, BOE a, Han’s laser, Xinwangda, Jingfang technology, Changying precision and oufeiguang is expected to increase by more than 50%.
Among the above 23 mobile phone industry chain stocks, the share prices of many stocks have retreated significantly from their highs in recent one year. Huiding technology, oufeiguang, Xinwei communication and Anjie technology all withdrew by more than 40%. Huiding technology retreated the most, reaching 56.8%. Its main business is fingerprint identification chip. Last February, the share price reached an all-time high of 387.2 yuan / share, and the value of a stock market once reached more than 170 billion yuan.
Editor in charge: Tzh