Category: Money tips Release Date: 2006-10-29
December 19, Ministry of Information Industry Xi Guohua, vice minister said that the third generation mobile communication (3G) licenses, the time has come to the decision-making.
3G-related shares listed on an immediate response, in which G Huntoon three days rose 6 percent, TeamSun to restore the price reaching a record high yesterday, China Unicom is the stability of the market's "Shenzhen."
Market analysts believe that, in addition to China Unicom, the matching with the 3G focus on the following leading companies are worth.
G Huntoon: Optical Fiber and Cable Pioneer
Deputy General Manager Yang Yao G Huntoon hair yesterday to the "Daily Economic News" said the company's existing fiber optic cable products can completely meet the needs of 3G construction. As the fund-raising project All Dielectric Self-supporting fiber optic cable technical transformation project is completed, the company production capacity of fiber optic cable has been enhanced.
Yao Yang Mao said the company's business now is mostly through a bidding reached only the domestic cable industry's leading enterprises have the qualifications and ability to participate in the bidding .10 month, G Huntoon successful in Gansu Branch of China Unicom in 2005 trunk cable purchases.
Societe Generale Securities analyst Wang along that since the end of 2003 the global optical fiber and cable market has been strong revival in the future our country will form a 4-5 home a larger scale, a complete industrial chain .2005 industry group in October in China Mobile optical fiber procurement tenders in Long Fei, Huntoon, the flames of three companies hold all the winning amount of 70%. G Huntoon last year, around 15% market share in the national counterparts in the second.
TeamSun: monopoly telecom integrated high-end market TeamSun relevant staff yesterday to the "Daily Economic News" said the company had already made preparations for the development of 3G services, based on the 3G system can launch many new businesses, technically the company fully able to meet new customer demands.
Is clearly a huge space for development of institutional investors has given rise to concern, since 2004 hit the market, TeamSun declining number of shareholders, the top ten shareholders of tradable shares held by company's total outstanding capital stock of 40%, chips keep concentrated. Stock performed very eye-catching, from the June rose to 12.5 yuan yesterday, all the way to restore the price of a new high of 21.37 yuan, or nearly 70%.
China Securities analyst Dong Zhiqiang that TeamSun's main business is systems integration, software and professional services, the company holds about 50% of telecommunications integration of high-end market, there is a certain monopoly .3 G will enable the arrival of a substantial investment in China's mobile communications growth, TeamSun will be a huge market space, expects the next three years will reach 42% compound annual growth rate around the stock room to rise more than 100%. 3 Quarterly Bulletin revealed that company's main operations and net profits were up year on year 33% and 24% respectively.
ZTE: 3G has entered the forefront of the world, including one of the few able to provide WCDMA, CDMA2000 and TD-SCDMA a full range of 3G equipment vendors, ZTE has established a world leader. ZTE stakeholders yesterday to the "Daily economic news, "said the company this year has made arrangements for the launch of 3G, the company's 3G series of products are for the upcoming industrialization do adequate technology and market preparation. ZTE is currently preparing to build the world's first TDSCDMA network. In addition, the ZTE 3G handset business has started to expand in Europe.'s December 15 announcement, the world's largest 3G operator Hutchison Whampoa Group's 3G businesses --- ZTE Hutchison 3G has purchased 300,000 3GWCDMA mobile phone, the first batch of ZTE and Hutchison 3G co-branded mobile phone F866 has been sent to the United Kingdom.
Market analysts believe that the business is expected to reach 30% gross profit margin -50%. ZTE will thus at one stroke into the forefront of the global 3G market, has become the world's leading supplier of 3G terminal equipment.
Days relative to investments that in 2006, ZTE is expected to be 10% -15% of the mainland 3G market share, revenue is expected to overseas markets in 2005, -2,007-year annual growth rate of around 50% during the period. ZTE in 2005, 2006 and 2007 year earnings per share will reach 1.45 yuan, 1.90 yuan and 2.36 yuan. Now its share price at 28 yuan, 10 get 2.5 shares to calculate the price of diluted shares was about 22.4 yuan, less than the current price of its H shares, the investment value of highlighted.
The concept of investment in 3G in order to have
Orient Securities that since the main 3G equipment to 2G equipment substitution effect, at first little growth. -2,008 Years is expected in 2006, the system equipment market, according to an annual rate of 5% a slight increase in the size of roughly 100 billion -1,200 billion; end-market annual growth rate of 5% ~ 10%, the scale is also 100 billion -1200 billion; value-added services market does not exist an alternative problem, in 2007 value-added business software market compound annual growth rate of 30% -40%, and is growing the fastest growing market segments. It is estimated that by 2010 3G system equipment market will reach 590 billion yuan, 3G terminal market will reach 400 billion yuan.
In the investment strategy and timing, the Orient Securities that, in the initial period of 3G, concerns the system device class enterprises, such as ZTE, Datang Telecom, Fiberhome communications; and construction of medium-term, concerns BOSS class, value-added services such as enterprise software category, such as 100 million Yang ICT and so on, at the same time concerned about the indirect benefits of system integration class enterprises, such as TeamSun so. the building of the late attention to class enterprise telecommunications operators, such as China Unicom, while concerned about the indirect content providers, such as the media class enterprise.
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