Multiple good to release communication plate contains two main investment lines

The construction of China Mobile LTE experimental network is expected to begin bidding for equipment by the end of this month or later, and 2011 will become the first year of LTE commercial. Thursday, ZTE (000063, close 31.79 yuan) in the market slump in the background, only slightly down 0.66%, and Wednesday the stock for the two cities to the largest capital inflow of 1 stocks.　　In fact, the communications industry has other positive focus on the release, particularly to be concerned about the 3G new users and optical access network to bring the investment theme. Communications equipment industry multiple good to release February, communications equipment industry rose as high as 16.28%, far beyond the market index. The strength of the stock price is mainly based on the following factors: first, the January industry adjustment range is larger, with strong valuation advantages; Second, there are multiple industry positive stimulation, mainly IPV4 to IPV6 transition, China Telecom All optical network and the operator WLAN investment accelerated. In addition, the March industry listed company performance has been disclosed, China Mobile LTE experimental network construction speed up, as well as operators at the end of the month may be the introduction of 2011 Investment planning events, are the driving factor in the price.　　From the long-term value of investment, the British securities that should focus on 3G new users and the construction of optical access network to bring investment opportunities. 3G business operators less than the price of the operator's point of view, 3G new users are still the focus of attention. Into the 2011, 3G users into a fast-growing channel, February new user innovation High. But the problem that the basic operators are facing is fixed-line shrinkage, the growth of mobile voice is flat, and the application of value-added service based on 3G is still progressing slowly. With the expansion of 3G users and the popularity of mobile internet, British securities believe that the mobile value-added business is expected to usher in the spring. From the current operation of the service industry, the traditional business still dominate, 3G business account is still small.　　For China Unicom (600050, closing 5.83 yuan) such operators, to give "synchronized big city" rating. Two main lines to grasp the opportunity of the breakdown industry communication equipment, at present, the domestic 3 major operators mobile networks, broadband investment model: mobile business to adopt 3g+wlan mode, broadband access network using FTTX mode; of which China Mobile has already started to layout LTE, Domestic investment expenditure is expected to remain at around 300 billion yuan in 2011. In addition, the national power grid construction has entered a comprehensive construction phase, power fiber to households will also pull access network construction.　　However, the industry's current valuation is at an all-time high, so it also gives a "synchronized big city" rating. However, from the breakdown of the industry, some companies can still focus on. At present, the communication industry investment is still around the bandwidth upgrade and mobile Internet to accelerate the popularization of two main lines layout. First, the optical communication "last kilometer" access network to build a peak is expected to continue, can focus on access network equipment business ZTE, Beacon Communication (600498, closing price of 37.88 yuan), Optical devices Shang technology (002281, closing price of 44.06 yuan), ChinaIndustrial Technology (000988, closing price 22.4 yuan), optical physical connector suppliers Daily Sea communication (002313, closing price of 54.36 yuan) and new Sea (002089, closing price 22.2 yuan) and so on and benefited from the National Grid Smart grid construction of optical fiber and cable business Zhongtian technology ( 600522, closing price of 29.18 yuan).　　Second, with the increase of 3G users and the fall of the price of intelligent terminals, mobile Internet will enter a rapid development of the channel, which is bound to lead to wireless networks such as 3G, WLAN and other investment and construction speed, focus on the star network Rui Jie (002396, close to 40.9 yuan) and so on.　　British Securities Data News 16.28% February, the communications equipment industry rose 16.28%, far beyond the market index.　　10 billion Yuan 2011, China Telecom will increase 10 billion yuan for broadband services, especially access network construction.　　34.2 billion yuan 2010 domestic mobile Internet market scale of 63.7 billion yuan, excluding the flow fee, mobile internet income of 34.2 billion yuan. 3-5 years from the 2010 World Expo began, China Mobile LTE from the test network to commercial needs 3-5 years time.