According to Xinhua News Agency, at the 2021 National Industry and Informatization Work Conference held on December 28, Minister of Industry and Information Technology Xiao Yaqing said that in 2021, the construction and application of 5G networks will be promoted in an orderly manner, 5G coverage in major cities will be accelerated, and joint construction and sharing will be promoted. , and build more than 600,000 5G base stations.
This figure directly detonated the capital market.
As of today's close, ZTE (000063) and Fiberhome (600498), the two major 5G main equipment manufacturers, have both reached their daily limit. In addition, module manufacturers have moved to the daily limit of 20% of Communication (300590), Yitong Century (300310) has increased by 15.59%, and Guanghetong (300638) has daily limit; in addition, optical module manufacturers Cambridge Technology (603083), RF device manufacturers Wuhan Fangu (002194) has a daily limit. The overall increase in the communication industry sector reached 3.84%.
Before that, whether it is the 5G sector or the entire communications industry sector, it can be described as "falling and falling". According to institutional statistics, as of December 28, 2020, the communication sector has dropped by as much as 12.75%, ranking the bottom of all CITIC tier-one industries.
Some people in the industry believe that the reason for the sharp rise in the 5G sector today may be "boots have landed". Previously, the market was worried that the progress of 5G construction may slow down next year. The expected scale of 600,000 base stations makes the industry optimistic that 5G will still develop steadily next year.
It is worth mentioning that it was revealed at the "The Third Plenary Meeting and Technical Seminar of the Smart Radio and Television Alliance" held on December 22 that China Radio and Television expects to build 400,000 5G base stations in 2021, basically realizing the coverage of the entire 5G network of radio and television. .
Up to now, China has built 580,000 5G base stations in 2020, of which 330,000 have been jointly built and shared, and the total number of 5G base stations has exceeded 700,000.
Responsible editor: gt