Communication equipment merchants face the dilemma of low profit and quantity

3G competition to start communication equipment business short-term facing the dilemma of "many benefits and less" This reporter Li Shijie this year's telecommunications day to become China's telecom industry to enter the 3G era of real demarcation line. China Unicom (600050) launched a full business brand "Wo" at the end of April, and its 3G WCDMA business was also officially launched in the first 55 cities nationwide in the National Telecommunications Day. At this point, the telecommunications industry after the reorganization of the three major operators have launched their own 3G business, the competition in the 3G era will be formally opened the curtain.　　Experts said that this will enable communications equipment manufacturers again ushered in the marketing period, but the third half of the three operators more obvious competition, may cause the equipment business gross profit margin is affected, but the photoelectric communication industry into a new boom cycle. Communications equipment Plate "Yin Cross" does not change hot market after a week to create nearly seven weeks since the biggest week of gains, last week a-share market into a shock pattern, the final prev-week Rose 0.75%. Overall, a-share valuation of the overall rise in space is still very broad, but the local bubble has become. Last week, the communications equipment plate received a "yin Cross", a micro-fall of 0.49% to end the two-week rally, turnover also shrank by about 5%. The majority of the plate fell, Wuhan Fan (002194) volume fell, turnover magnified nearly one times, but the mega-dimensional Communications (600658) last week after the card to fill up, three consecutive trading days after the fall, the week rose to 31.83%.　　This year is the peak of China's telecom investment, communications equipment industry listed companies ' income and profits will continue to grow, so the current industry is still in the boom cycle, will also become a long-term market hot spot. Telecom Day lays the foundation for a new round of growth in the equipment industry this year, the theme of the telecom day is to "protect children's online security", focusing once again on the "Next Generation". This shows that all sectors of society, especially the communications industry should pay more attention to the "next generation" of the healthy growth.　　China's 3G era should also create a green and healthy Internet environment, especially in the beginning of the start of 3G should give priority to the safety of children, to operators as a leader, joint equipment manufacturers, service providers, content providers and terminal manufacturers and other industrial chain links, work together to create a green and safe 3G Internet environment. The State Council's executive meeting in the past made it clear that the central budget will invest in 11 major science and technology projects this year and next, including a new generation of broadband wireless mobile communications networks. Although the "new generation of broadband wireless mobile communications network" is emphasized, but analysts believe that this has little impact on the communications industry listed companies. "Because of the previous ' Eleven-Five ' plan and the industry revitalization plan has been mentioned many times, this time did not refine the specific proportion of capital investment, the impact on the listed companies is not big."　　"National Gold Securities telecommunications analyst Chen Yunhong said. Under the intense competition, the hidden danger of "quantity more benefit and less" in the whole 3G construction, optical communication will enter the new boom cycle. The popularization of broadband and Ipvpn service in the whole business Operation Environment, the new requirement of the optical transmission network architecture from the IP trend of the communication Service, the mobile network to many services, many standardThe integration and transformation of technology are the driving factors of the steady growth trend of optical communication.　　Zhang Chengliang, deputy chief engineer of Beijing Research Institute of China Telecom Group, said that the 3G construction, the implementation of the light into copper, the development of optical fiber to the household has become a strong driving force for the growth of optical communication market. But behind the active construction of operators, fierce market competition also left hidden dangers. Zengjianqiu, a professor at Beijing University of Posts and telecommunications, believes that overall, the three operators have begun to show their strength, forming their own, but the main competition should be in the second half.　　He said that the three major operators of the network construction has a cyclical, the second half, the three major operators of the network coverage will be more extensive, business promotion will be further intensified, competition will be further exacerbated, directly affect the profitability of equipment manufacturers. Ovum, a prominent European research Institute, argues that the Chinese market's 3G licences have been seen as a "huge opportunity" in the global wireless market, after many delays and the economic crisis. Although in the first stage of equipment bidding, local enterprises occupy a larger advantage, but the financial crisis and fierce market competition makes short-term input and output formation of asymmetric proportion, will make the enterprise gross profit margin greatly frustrated.