Three-net fusion pilot is about to benefit from the market to be brave

Now the net news yesterday, the triple net fusion concept stock becomes the bright spot in the weak city. And Chu days to the number of major asset replacement, the main business into the cable TV network operation of Wuhan plastic counter trading.　　In the media, the power of the media has also risen more than 5%.　　According to media reports, Ministry of Industry and Information technology, Li Yizhong, 23rd confirmed that the State Council has recently passed the overall plan to promote the integration of three networks, the specific pilot program will be introduced at the end of this month. Wanguo analysis points out that the three-network integration of event-driven and subsequent cable operators to strengthen their own competitiveness measures will become a stock price catalyst. From the High-definition Business Development Progress, song Hua Cable and Tianwei video leading; with the upstream content business cooperation angle of view, song Hua cable itself has "type of TV" resources, and happy to buy and other domestic leading service providers to cooperate; from the integration of the certainty of high and low, in turn bullish on the electric media, Tianwei video and radio and television networks;　　In turn, we recommend the song Hua Cable, Electric media, Tianwei video and radio and television network. Treasury securities analyst Liang that in the next few years high-speed broadband network is to achieve "triple network integration" the main way. The current domestic network regardless of speed or bandwidth are far behind the global average level. The two micro-molecular industries in optical communication industry-optical system equipment manufacturing industry (optical transmission equipment and optical access equipment) and fiber optic cable manufacturing industry, in the next few years will continue to benefit, of which Huawei, Beacon Communications and ZTE has occupied China's optical system equipment market more than 80% market share. The beacons of communication occupy nearly half of the market share of FTTH products in China.　　China's optical fiber and cable industry more than 80% of the market share in Wuhan long fly, prosperous photoelectric, beacon Communication, Zhongtian technology and Fortis, such as the hands of a few manufacturers, these a-share listed companies have obvious investment value. (Yangtze River business newspaper Zouping)