The conference attracted industry giants and experts to attend. Nearly 60 senior executives from China Mobile, China Telecom, China Unicom, China Radio and television, China Tower, at & T, Deutsche Telekom, Huawei, ZTE, Qualcomm, vivo, Nokia bell, Gree, Foxconn and more than 20 Chinese and foreign academicians, including Wu Hequan, Zhang Boli and Chai Hongfeng, confirmed to attend the meeting online or offline.
14-16 summit forums will be held, covering three dimensions of strategic focus, industry application and forward-looking technology, including 5g leading digital economy, 5g and new infrastructure, 5g and media industry reform and change, 5g new consumption, 5g and industrial Internet, 5g and public health, smart health care.
5g is developing rapidly
As the main direction of the new infrastructure policy and the underlying technological infrastructure of the new economy, 5g has always been the focus of Chinas efforts. On November 20, Xiao Yaqing, Minister of the Ministry of industry and information technology, said that we should unswervingly promote the construction of manufacturing power and network power, systematically lay out 5g, industrial Internet and other new infrastructure, so as to provide strong support for accelerating the development of modern industrial system and promoting the optimization and upgrading of economic system.
After several years of development, Chinas 5g construction has also made great progress. On November 23, Liu Liehong, Vice Minister of the Ministry of industry and information technology, disclosed that China has built the worlds largest 5g network, with 700000 5g base stations, accounting for nearly 70% of the worlds total, and connecting more than 180 million terminals, covering all cities above prefecture level in China. The high-quality 5g network with advanced technology, efficient operation and intensive resources is speeding up the construction, and the network construction mode based on the sinking of user area is the first choice for large industrial enterprises.
Data back testing
In November 2019, the first world 5g conference was held in Beijing. As the worlds first international event in the field of 5g, experts, scholars and enterprise executives from all over the world gathered around the theme of 5g changes the world, 5g creates the future, and successfully creates the worlds top quality platform for 5g industrial cooperation and resource integration.
According to the backtesting of securities times and data treasure, there are good investment opportunities in 5g plate before and after the first world 5g conference. The day before the meeting, 5g plate appeared abnormal changes, the index rose 2.47%, far ahead of the market level. After the conference, 5g plate was officially launched, and in less than a month, the index rose by 13%.
From the perspective of individual stocks, in 5g plate, except one fell in the same period, all 90 concept stocks rose, with Yihua shares, China new Saike, Hengwei technology, Runxin technology, maijie technology, Huashu media, Datang Telecom and other stocks ranked first.
Institutions are bullish on these stocks
Tianfeng Securities said that as time approaches the end of the year, bidding related to the industrial chain in 2021 is expected to be gradually implemented, and 5g construction progress and industrial chain development expectation are expected to be further clarified. 5g construction has been comprehensively promoted to drive the continuous growth of the network terminal application industrial chain. In the near future, it is suggested to focus on the targets with high prosperity, low value and clear future growth logic.
From the perspective of fundamental performance, 33 shares achieved a year-on-year increase in net profit attributable to the parent company in the first three quarters, and the growth rate of 8 shares exceeded 100%. Among them, Hongbos net profit in the first three quarters was about 29.66 million yuan, with a year-on-year increase of 837.87%, ranking first. However, the main business of Hongbo is printing, and has been seeking to enter the hot 5g industry through acquisition since 2018. Bo Chuang technology ranked second with a growth rate of 668.97%, with Huamai technology, Yihua shares, chaoxun communication, xinyisheng, zhuoshengwei and so on.
In terms of institutional optimism, Zhongji xuchuang and Xinwei communications ranked among the top two, with 29 and 28 institutions respectively giving buy or increase ratings. In addition, Pengding holdings, Shennan circuit, Shengyi technology, ZTE and other 5g core targets have also won the favor of more than 20 institutions.
Among the stocks with target price given by the institutions, 35 stocks have more than 20% of the predicted rising space. Among them, the rising potential of Sinochem is the largest, which is 90.39%. In addition, creative information, Zhongheng electric, feirongda and other 13 shares of the rising space were more than 50%. (Wang Linpeng, databao)
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: Yang Bin_ NF4368
Statement: all information in data bank does not constitute investment advice. Stock market is risky and investment should be cautious.