With the call for “speed-up and fee reduction†advocated by the state, the three major operators are also actively preparing for the war. In terms of speed increase, the three major operations have tightened the coverage of 4G networks, because in many remote villages, 4G networks still There is no coverage, which requires the three major operators to work harder. On the other hand, the three major operators are also vigorously studying the popularity of 5G networks.
Today, the three major operators submitted a 5G timetable, which was pre-commercialized in 2019, officially commercialized in 2020, and China has begun research on 6G. However, it is only in March 2018, so it is still a long way from the commercial period of 2020. Xiaobian saw many netizens saying that they have to wait for 5G mobile phones, but it is not so fast.
4G network speed is already very fast, you should not worry about the speed problem, but worry about your traffic. Even though China Mobile, China Unicom and China Telecom have launched a number of unlimited traffic packages, they have made speed limit rules. After the total usage of the current month reaches 40GB, the user will be used at the rate limit. The limit is generally no higher than 7.2Mbps, 3.1Mpbs and 1Mpbs are different; after the monthly usage of traffic exceeds 100GB, it will be limited to no more than 128Kbps network speed. Therefore, even if 5G arrives, the three major operators will not make major adjustments, and it is still of little use.
In fact, China's mobile network is developing very fast, and the wave of 4G networks has not receded. The 5G wave has begun to spread. In December 2013, the three major operators obtained 4G licenses. In March 2014, China Mobile launched 4G commercial use in Guangdong Province, bringing 4G commercials to the public. After other operators followed closely, most cities in China nowadays A 4G network can be used. Currently, smartphones can basically use 4G networks.
However, the mobile network needs the support of the base station. The so-called base station is the information exchange center, and has a coverage area. If the coverage area is exceeded, the signal will not be received. China's domestic 4G network is only commercially available for three years. Basically, most major cities have base station coverage. China's construction of 4G is very strong. According to the data, in 2014, China Mobile only built 65,000 base stations in Guangdong, equivalent to 3G. The scale of the station construction in five years and 2G years.
Although 4G networks can be used on the mobile device side, the construction of 4G base stations is not covered nationwide. Major cities in various regions generally have 4G signals, but in the relatively small towns or rural areas, because of the topography or market relationship, the three major operators often choose to skip these areas when building base stations. However, as far as the township market is concerned, China Telecom's base station covers a much wider area than other operators. It generally cooperates with intelligent display terminals, such as cooperation with smart TV suppliers, and the products are sold with telecommunication networks.
At present, the 4G network fee has dropped a lot, but it is still expensive. For example, China Mobile's 4G charges, before 40 yuan 300M traffic, is currently 20 yuan 300M, although the price has dropped by half, but the average speed of 4G network strength, less than an hour, this traffic has to run out, 20 hours in 1 hour is still expensive. China Mobile currently has a 4G flight package, the lowest price is 18, the highest price is 588, according to its introduction, 58 pieces of fly enjoy packages only 500M traffic, the price of higher-grade flight enjoy packages, such as 238 yuan The package only contains 2G traffic.
The 5G network is an extension after 4G, and the theoretical downlink speed of the 5G network is 10Gb/s (equivalent to a download speed of 1.25GB/s). So how much faster is the speed compared to the 4G network? The maximum network speed of the 4G network can reach the Internet access rate of 1G, while the 5G can reach up to 10G, or even higher, and the rate can reach hundreds of times of the former.
China's private enterprise Huawei won the 5G short code, 3GPP RAN1 87 meeting 5G short code program discussion, after hard work and fierce competition, the China Polar company's Polar Code (Polarization Code) program became 5G Control channel eMBB scene coding scheme. This means that in the future discussions of mMTC and URLLC, China's corporate status can no longer be ignored. In the future, 6G and 7G will probably be the mainstream of Chinese manufacturers.
In the previous 2G, 3G and 4G eras, China’s communications could not bypass the opponent’s patents, and Chinese companies had to pay high patent fees. In the 5G era, for those communications companies, such as Apple and Samsung, the future is not Gaotong pays the patent fee, and Huawei also has a share. In the 5G era, Apple and Samsung will pay Huawei a patent for mobile phones every time they sell a mobile phone. This will make Huawei's overall capital more powerful. If you have funds, you can do a lot of research and development, making the enterprise more and more powerful, so in 5G. In times, Huawei is the ultimate winner. Take a look at the latest news about the 5G concept stocks.
The most eye-catching non-5G concept on the board today is none other than the concept. Among them, Wuhan Fangu (9.74 +10.06%, diagnosis stock) took the lead in daily limit, followed by Zhongtong Guomai (36.74 +10.00%, diagnostic stock), Meige Intelligent (30.20 +4.43%, diagnostic stock), Huaxing Venture (5.40 + 4.65%, medical stock), vertical and horizontal communication (52.09 +6.37%, diagnostic stock) early daily limit. In the afternoon, related concept stocks rose again. The daily limit list added Jinxinnuo (15.01 +3.16%, diagnostic stock), Xintian Technology (26.30 +4.82%, diagnostic stock), Kexin technology (19.88 +3.81%, diagnostic stock) three Only one stock. Driven by this, the all-day activity of technology topics such as mobile payment, smart wear, and the Internet of Things has significantly improved.
Zhongtong Guomai Today Chart
Looking back at the market hotspots in the past two weeks, the number of 5G concepts leading the market is not much, but the performance of related stocks is very dazzling. Leading stocks in the country have continued to rise daily since Tuesday, with a cumulative increase of 46.45% in four trading days. Wuhan Fangu also successfully harvested two boards. New Yisheng (27.26 +3.89%, diagnostic stocks), although closed today, but this week and Tuesday harvested two.
The organization believes that the demand for foreign fiber construction is becoming more and more prosperous recently, and the activity of fiber optic cable procurement by foreign operators has increased significantly. From a domestic perspective, the state emphasizes accelerating research on 5G standards and strives to launch commercial use in 2020. The new capital expenditure cycle and the business prospects driven by new network characteristics have filled the market. Domestic manufacturers' market share in the 5G sector is expected to increase further. Recently, many domestic operators have frequently promoted 5G landing. In the medium and long term, the future 5G applications will focus on the fields of Internet of Vehicles, Internet of Things, cloud computing, etc., which will bring considerable benefits to upstream electronics and communication companies.
Resource stock callbackThe new energy vehicle leading stock Anke Bus (6.98 +4.18%, diagnostic stock) resumed trading today. Before the suspension, it has already harvested five consecutive boards and resumed the daily limit after the resumption of trading. The momentum of “Strong Hengqiang†led the sector to rise slightly. Ocean Electric (6.62 +0.91%, diagnostic stock) and Shuguang (7.96 +2.98%, diagnostic stock) rose 8.52% and 4.49% respectively.
Resource stocks were sluggish throughout the day. Non-ferrous metal sector led the market, Hanrui Cobalt (294.00 +2.12%, diagnostic stock) fell 7.46%, Yanfeng Lithium Industry (71.88 +0.88%, diagnostic stock), Fangda Carbon (27.22 +1.04%, diagnostic stock) It fell more than 4%. The steel, chemical and mining sectors fluctuated throughout the day.
Looking forward to the market outlook, the Federal Reserve Securities believes that with the pre-holiday effect gradually reflected, the shock consolidation of the broader market is also reasonable. However, the support under the Shanghai index is strong and the callback space is limited. If the amount can be effectively recovered after the holiday, the stock index still has a high probability of attack.
CIC Securities said that from the historical data, the probability of a big rise in the two cities before the National Day holiday is low, and investors are reluctant to sell. It is expected that pre-holiday market funds will be dominated by wait and see. Investors are advised to lay out growth stocks, which can focus on investment opportunities in new retail, home appliances, 5G and other sectors.
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