What do you mean by 3G shares? Which stocks have the concept of 3G? thank you

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3G concept stocks

3G is the abbreviation of the third generation mobile communication technology, which is a mobile communication system that combines wireless communication with Internet and other multimedia. It is a comprehensive upgrade of the existing 2G technology. From the perspective of investment, investors need to know two questions: First, how big is the investment scale of 3G, that is to say, how many cakes can relevant listed companies in the industry share; Second, which companies may benefit from the industrial chain of 3G and related listed companies.

How big is the investment scale?

There are three standards for 3G: WCDMA is proposed by European manufacturers such as Ericsson and Nokia, and it is the first choice for upgrading GSM network to 3G. More than 90% operators around the world have announced the adoption of this standard. CDMA2000 was put forward by Qualcomm, which can realize the smooth transition from CDMA network to 3G. These two standards mean that the main business opportunities such as 3G system equipment provision and system support are still enjoyed by European and American enterprises. TD-SCDMA standard was put forward by China (Datang Mobile). With the firm support of China Municipal Government, TD-SCDMA standard has been gradually accepted by the four international telecom giants, and participated in it through cooperation with Huawei, ZTE, Putian and Datang. In fact, what really constitutes a major business opportunity for domestic system equipment providers is the investment of TD-SCDMA. At present, there are some problems in 3G investment that the market is concerned about: 1. Operator reorganization. How many operators remain after the reorganization determines how many 3G licenses are issued, and also determines the maximum scale of 3G investment. 2.3G startup time. At present, we can clearly judge that the first half of 2006 is the last chance for 3G policies to be clear and licenses to be issued if the digital broadcast of the 2008 Beijing Olympic Games is to be guaranteed.

Analysis of 3G Industrial Chain

The core of 3G industry chain is operators, and domestic listed companies include China Unicom, Zhongwei Guomai and Huaxia Jiantong. Unicom is one of the two major operators in China. What it is facing now is how to deal with its own 2G license. Not sure whether to split Unicom or transfer the license. China Satellite Communication Group, the controlling shareholder of Zhongwei Guomai, is a national satellite communication enterprise and one of the six basic telecom operators. The company is the first professional organization in China to provide CDMA/GSM wireless communication network technical services at the same time. Huaxia Jiantong holds 49% equity of Tietong Huaxia, and has a high market share in optical fiber resources. The actual controller is China Tietong. The first beneficiary of 3G investment should be system equipment manufacturers, especially the construction of TD-SCDMA network, which is most likely to make domestic manufacturers gain a larger share of telecom investment. With the high investment in 3G R&D for many years, ZTE's products have almost covered the industrial chain of 3G, and it will be a big winner in launching 3G in China. Datang Telecom itself is not directly involved in the formulation of TD-SCD-MA standards, but its close relationship with Datang Mobile enables it to gain greater business opportunities. Its main product, SCDMA, can be successfully upgraded to TD-SCDMA, and Datang Microelectronics is also actively developing TD-SCDMA mobile phone chips and system equipment. Nanjing Panda spun off its mobile phone business, and ENC and BMC cooperated with Ericsson. With its strong strength, they are expected to get better benefits in 3G construction.

The system equipment is also provided by Dongfang Communication and Radio and Television Information. In 3G construction, optical fiber and cable manufacturers provide transmission equipment. In the past few years, due to serious overcapacity and fierce market competition, the performance of listed companies in the industry has been unsatisfactory, and Fiberhome Communication is the leader in this industry. Fiberhome Communication is the only scientific research and industrial entity in China that integrates three strategic technologies in the field of optical communication, and has been engaged in research and development in 3G for a long time. Other related listed companies include Changjiang Communication, Yongding Optical Cable, Hengtong Optoelectronics, Zhongtian Technology, Tefa Information and Huiyuan Communication. The terminal equipment of 3G is a specially developed 3G mobile phone. At present, Amoi Electronics, Bird Co., Ltd. and hisense electric's R&D have invested heavily among domestic mobile phone manufacturers. Amoi's 3G R&D reached 654.38 billion yuan, fully following the three technical standards of 3G. Related to 3G construction are software listed companies that provide system support, such as Huasheng Tiancheng, Yiyang ICT, New World and Neusoft. To provide operators with a complete solution based on system integration. Some companies invest in the 3G industrial chain and become 3G concept stocks, which can also be given due attention. Such as Wan Jiale, Gao Hong, Providence, Zhongtian Technology, etc.

3G refers to the mobile phone visual service.