In 2019, it was officially adjusted to 5G.
On June 3, the Ministry of Industry and Information Technology announced that it will issue 5G commercial licenses in the near future. The Ministry of Industry and Information Technology has publicly stated that China's 5G has a commercial base. Recently, the Ministry of Industry and Information Technology will issue 5G commercial licenses, and China will officially enter the 5G commercial year.
Some insiders told the "Securities Daily" reporter that the 5G commercial license will be issued within this week at the earliest, and the 5G tariff package will be introduced two months later. The price is not higher than the 4G package, but the outbreak of 5G users will wait until next year. .
August 5G package is expected to open
Xiang Ligang, an observer in the communications industry, told the "Securities Daily" reporter that after issuing three 5G licenses to the three major operators, China will build three 5G networks in China. In 3 years, the base station is expected to exceed 3 million, and the base station will reach 600 in 5 years. Ten thousand.
"This will become the world's three largest 5G networks, greatly improving the speed of 5G development around the world." In Xiang Ligang's view, China's faster construction of 5G networks will have a demonstration effect on the world, triggering worldwide speed-up. And the construction of 5G climax, which helps Chinese companies to break the blockade and gain a dominant position in the world.
As for the time when the 5G commercial license was officially issued, Xiang Ligang thought that "it may be this week." When it comes to when 5G can benefit the general public, he thinks it takes 1 to 3 years.
Telecommunications analyst Fu Liang also told the "Securities Daily" reporter that the 5G commercial license is expected to be officially issued this month. After that, the 5G tariff package will be officially introduced in July or August two months after the license is issued. .
"The price of the 5G tariff package will not be higher than the current 4G tariff package." Fu Liang believes that the 5G tariff package can be used in two forms, one is to use the previous 4G tariff package to convert the traffic in the package into 5G traffic; The other is to continue to use the current 4G tariff package, and to give some 5G traffic on this basis.
In Fu Liang's view, regardless of the way operators adopt it, the operational pressure they face will increase. “In the early stage of 5G construction, operators invested heavily. At the same time, 5G users have not yet formed large-scale growth, so 5G signals are more costly for operators.
For the average user, it may take some time to really benefit from 5G. "5G network deployment is a gradual process. It takes several years to build a complete mobile network." Some operators have told the Securities Daily reporter.
"It is very difficult for the number of 5G users to explode this year." Fu Liang told the "Securities Daily" reporter that "large-scale growth may have to wait for two time nodes, one is the first quarter of next year and the other is the fourth quarter of next year." Fu Liang believes that in the first quarter of next year, the price of 5G mobile phones may be cheaper, and it will not be easily out of stock, and users will be more willing to use it. In the fourth quarter of next year, 5G technology will be further matured, and the coverage area of ​​base stations will further increase. 5G mobile phones may fall to a more reasonable price point. At that time, the number of 5G users will usher in another explosion point.
Internet of Things will be upgraded to "People's Network"
“The issuance of 5G commercial licenses means that 5G industry chain operators can start construction, and also show to the outside world that 5G technologies and products are becoming more mature. The main links of system chains, chips, terminals and other industrial chains have basically reached commercial level and have commercial deployment. The conditions." Fan Bo, vice president of Ji Yan Capital, told the "Securities Daily" reporter.
Fan Bo mentioned that the 5G era will be the era of Internet of Everything, which means that “the Internet of Things will be upgraded to the level of the Internet, even to a higher levelâ€. In his view, 5G is also an important turning point in artificial intelligence and big data. "This is why countries are competing for the root cause of the right to start."
"This license is only a barrier to entry for commercial trials across the country. The issuance of 5G commercial licenses means that the three major operators can expand the scope of trials and promote the speed of the domestic 5G industry." Wang Zhengnan, a senior observer in the communications industry, told the Securities Daily reporter that The three major operators have selected a number of provinces and cities to try out 5G networking. After the license is issued, the three major operators will expand the trial commercial scope.
In Wang Zhengan's view, with the issuance of 5G commercial licenses, the trial business scope of the three major operators is expected to expand to industrial manufacturing Internet, Internet of Vehicles, and smart medical care. However, "users want to take an unmanned taxi, I am afraid that it will take a few more years." Wang Zhengnan believes that although the realization of car networking, unmanned driving, etc. is an industry trend, but the technology still needs to be supported by relevant laws and regulations.
Affected by the upcoming release of 5G commercial licenses, the stock prices of the three major operators rose across the board. As of the close of June 3, China Unicom rose 2.7% in the A-share market; China Mobile rose 2.92% in the Hong Kong stock market, and China Telecom rose 3.28%. On June 3, 5G concept stocks strengthened against the market, and 14 stocks such as Hejing Technology, Huamai Technology and Creative Information kept going up.
Talking about the recent trend of 5G concept stocks, Fan Bo believes that the secondary market is in the correction stage recently, and the 5G sector has also been dragged down by the broader market. The issuance of commercial licenses is a positive and an opportunity for the sector. He mentioned that he is more optimistic about the medium and long-term investment opportunities in the 5G industry chain. He is optimistic about the companies with relatively large technological changes and the companies with greatly increased unit value. In terms of back-end applications, it is “to see which scenarios are slowly maturing, such as companies that have achieved results in one or two or two yearsâ€.
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