Three network integration pilot implementation who will benefit

-Datong Securities Three network convergence means that the channel between the program and users richer, its effect is not just a simple radio and television and telecommunications into each other's product market, but more new products, new markets will be generated after the integration.　　The three-net integration pilot scheme will be approved, how can investors grasp the investment opportunities brought by this subject matter? Content provider: Price Zisheng the integration and competition of performance platform not only increases the demand for content resources, but also improves the bargaining power of content providers, and content providers benefit from the increase in volume prices. In the video field, for example, the 2009 TV series Internet copyright price increased by 10 times times, and TV network copyright prices fast rising trend will continue. A provider of content productivity has the space to break through the business model.　　Listed companies in the media, the mass media has a strong content production strength. Hardware and software equipment suppliers: Benefits first the implementation of the integration of the three networks will further promote the construction of telecommunications infrastructure, especially the development of broadband, to increase telecommunications broadband users, expand the new profit growth provides an opportunity. To cope with the advent of the era of full business competition after the integration of three networks, cable operators and telecom operators will have to speed up the progress of the network transformation, the equipment providers are expected to share up to 400 billion yuan in the next 3-5 years capital expenditure.　　Optical communications equipment in the next 1-2 years will maintain a rapid growth in performance, specific companies include: domestic equipment manufacturers leading ZTE Communications, network optimization provider of three-dimensional communications, photoelectric cable leading Zhongtian technology and telecom value-added services provider North latitude communications. The key work of the three Nets integration requires the selection of the conditions of the region to carry out two-way access pilot, strengthen network construction and improve network management. data, value-added services, programs and other content development will bring data and exchange center of the upgrading and upgrade, will also bring about the strengthening of network security construction. Thus the computer hardware and software, especially the system integration business development.　　In the system integration, Neusoft Group, Hua Sheng Tiancheng has a certain advantage. Cable operators: Integration will speed up the establishment of the national cable operators in the background, the provinces are speeding up the pace of integration, and actively strive for listing, in order to expect in the future of the national operators to obtain a greater share ratio and the right to speak. Hubei Cable Backdoor Wuhan plastic, and Hangzhou hua number, Guangzhou cable, Fujian Cable, Jiangsu Cable backdoor or IPO market rumors continue, can be seen in the market for the cable industry integration concerns. And integration can also do to reduce the cable operator procurement costs and customer service costs and other real synergies, and because the level of two-tier market cable companies often far higher than the acquisition or integration of pricing, contribute to the big increase in stock prices. Shares, song Hua Cable and Tianwei video in the HD Business development progress ahead; From the perspective of cooperation with the upstream content quotient, the song Hua cable itself has "type of TV" resources, and happy to buy and other domestic leading service providers to cooperate, and from the integration of the certainty of high and low, in turn bullish on the electric media, Tianwei video and radio and television network. Three-network fusion event driven and subsequentCable operators to strengthen their own competitiveness measures will become a price catalyst. New terminal manufacturers: Usher in the latest growth this includes: the introduction of network-enabled television, so that television becomes a cable signal and network signal terminals, to achieve interactive operation, from television to content services to provide value-added business. The listed company Hisense Electrical appliances and Sichuan Changhong will benefit; mobile phone upgrades are imperative, and new product launch rate will be more and more quickly. The future of mobile internet speed will be close to fixed broadband, anytime, anywhere access to the Internet is possible. Listed companies are optimistic about ZTE and TCL Group.