Broadband China strategy to promote industrial development with billions of dollars

Yesterday, the Ministry of Communications Development director Zhang Feng in the 2012 China Communications Industry Development Forum said that the long brewing "211.html" > Broadband China Strategy Implementation plan and other related work will be reported to the State Council in the near future. Http://www.aliyun.com/zixun/aggregation/32834.html "> Insiders believe that with the" broadband China Strategy "for approval, is expected to detonate related stock market.

Broadband China strategy to be reported

Zhang said at the meeting that to promote broadband China's construction, we need to cultivate and strengthen the emerging service industry. In particular, to speed up the implementation of broadband popularization of high-speed projects; second, we should actively promote the development of the next generation of Internet services; third, we should vigorously develop the mobile internet industry; Five to accelerate the development of e-commerce;

In addition, Zhang said, the long brewing "broadband China Strategy" Implementation plan and other related work will be reported to the State Council in the near future, which he expected "broadband China strategy" will be submitted to the State Council in June to review, the September external release time slightly.

Plan for second Edition or increase investment

According to the report, Xiang Finance Securities investment adviser Zhang Hanshi said this is already the "Broadband China Strategy" plan for the second report to the State Council, the second edition of the plan is expected to increase the amount of investment. If according to the first edition of the plan, 2013 to 2015 NDRC will total investment of about 12 billion, that is, 4 billion annual average, equivalent to the current 40 billion telecom operators broadband market investment 10%, while the second edition of Planning due to the direction of the Prime Minister to expand the involvement and participation, it is likely that the first version of the Related stocks will be long-term positive.

Focus on optical communications upstream and downstream stocks

Financial chief analyst Zhaohuan that the "broadband China strategy" to the upstream and downstream of the industrial chain, as well as the extension and derivation of the new business and services, will affect and drive more related industries. With tens of billions of dollars in the guidance of capital investment, the next generation of the Internet, a new generation of mobile communications, things networking, cloud computing will reap greater development. But overall, the most affected will be the optical communications industry. Optical communications industry, including optical transmission equipment, optical access network, optical communication devices and optical fiber and cable, and many other sub industries, investors may wish to maximize the benefit from the "one end"-The upstream optoelectronic device manufacturers and downstream optical fiber optic cable, physical connection equipment manufacturers to start looking for investment opportunities. Focus can be concerned about the communication of the war, the New Hai Yi, Japan and the Sea communications and other stocks.

Founder Securities Panyi suggested that investors in the choice of stocks, to try to select small plate, stocks of live investment, not to choose China Unicom (Micro-BO), ZTE and other weak stocks, plate large stocks.

(Responsible editor: Liu Fen)