Several mobile phone giants have passed the 5g message function test
It is also understood that at present, the construction progress of 5g message platform of the three major operators is different, and China Mobile is the most advanced. However, the three operators are likely to jointly announce the commercial application of 5g news by the end of this year. ZTE, a domestic 5g leader, demonstrated the worlds first 5g message platform jointly built with China Mobile at the conference. ZTE said that the company has long adhered to 5g message innovation and research and development, and has now launched comprehensive cooperation with three major domestic operators to assist operators in building 5g message platform.
5g news has entered the critical window period, and the market space can reach 300 billion yuan
Guojin Securities Research Report believes that in the future, operators will take three steps of connection, ecology and service, and the near future is expected to increase the space of traditional SMS market from 40 billion to 100 billion; the prospect will integrate new ICT technologies such as cloud, big data and AI, and realize the transformation of message platform for operators 5g message business, and the market space can reach 300 billion. Industry insiders pointed out that 5g message is the first large-scale 5g application integrating voice, message, status bar, location and other communication services, and has great value for individuals and enterprises. At present, the end-to-end of the 5g message industry chain is ready, and the industrial ecology has initially formed, and the related companies of the industrial chain may benefit.
Layout 5g news concept unit comes out
As early as April 8 this year, China Telecom, China Mobile and China Unicom jointly issued the 5g message white paper. Chinas basic SMS service has entered a comprehensive upgrade channel, and the traditional SMS will be gradually replaced by 5g messaging (RCS service). At that time, the three stocks with the strongest rise were also Shenzhou Taiyue, mengwang group and Wutong holding. Among them, Shenzhou Taiyue gained 5 trading limit boards in a short period of 6 trading days, with a cumulative increase of more than 75%, becoming the biggest hot spot at that time.
In September, Taiyue said on the interactive platform that Taiyue 5g message cloud platform takes advantage of the companys accumulated capability for RCS for many years to provide corresponding cloud capabilities, assist message service providers or enterprise users to create 5g message application scenarios, promote the rapid development of 5g message and enhance the vitality of 5g information industry chain.
In response to investors in May, mengnet group said that as early as 2018, mengnet began to lay out 5g messages, and was the first one to launch 5g message commercial operation in the industry; in 2019, mengnet completed the joint debugging test of operators 5g message platform and officially provided relevant services.
Wutong holdings mentioned on the interactive platform in July that Guodu Internet, a wholly-owned subsidiary, has signed a 5g message cooperation framework agreement with some customers, which has successfully helped Zhejiang Mobile to release 5g news, and has become the first batch of 5g news pilot partners of Jiangsu Mobile, but it has not yet obtained relevant revenue.
Caixun said on October 20 that it has built a Caixun 5g new news platform, connecting the bottom platform of operators and industry customers, and has the ability to provide customers with one-stop operation and management of 5g new news; it has signed 5g news joint innovation and cooperation agreements with several typical industry customers, covering government services, banking, civil aviation, e-commerce, life services and other industries.
From the secondary market performance point of view, compared with the years high, 5g news concept stocks overall adjustment range is larger. According to the statistics of the securities times and data treasure, more than 60% of the stocks retreated by more than 30% compared with the high point in the year. Among them, the top five stocks were listed in the withdrawal range of 35% Internet, Guangdong provincial group, No.100 holding company, Xingwang Ruijie and Zhongjia Bocheng.
Statement: all information in data bank does not constitute investment advice. Stock market is risky and investment should be cautious. Source: Securities Times editor in charge: Chen Hequn_ NB12679