On February 26, 2024, the Mobile World Congress (MWC 2024) opened in Barcelona, Spain. As the world's most authoritative exhibition in the field of communications, MWC is also regarded by the industry as the vane of the global communications field.
At MWC24 in Barcelona, Huawei was like a frontrunner and released the world's first 55G intelligent core network solution. Gao Zhiguo, President of HUAWEI CLOUD Core Network Product Line, announced that the new call has settled in 31 provinces in China, supporting the communication needs of 50 million users, showing great potential and strength. Not only that, this solution has also crossed geographical boundaries and has been widely verified in Europe, Latin America, the Middle East, Asia-Pacific and other regions, like an international messenger, conveying the charm of cutting-edge technology. This breakthrough solution not only represents Huawei's leading position in the field of communication technology, but also indicates that we are about to enter a new era of communication. This is an era of infinite possibilities, an era where people can communicate and communicate better.
At this conference, Li Qiang, general manager of China Mobile's planning department, enthusiastically announced that 2024 will become the first year of 5G-A commercialization. He said that starting from this year, China Mobile will actively build a 5G-A business model, continuously improve relevant infrastructure, and vigorously promote application scenarios. In order to strengthen the industrial ecosystem, they will strive to achieve full commercial use of 5G-A by the end of 2026. At the same time, Li Peng, senior vice president and president of ICT sales and service at Huawei, shared a similar view. He pointed out that 2024 is also the first year of 5G-A commercialization, and with the continuous development of cloud and AI technologies, operators have great potential for commercial growth. He firmly believes that by combining these advanced technologies, operators will usher in new development opportunities. According to the latest news, this year's MWC 2024 has attracted more than 300 Chinese companies to participate in the exhibition. Among them, well-known manufacturers such as Huawei, ZTE, China Information Technology, and MediaTek will gather together to jointly display cutting-edge products related to 5G-A. The participation of these companies will undoubtedly inject more vitality into the commercial prospects of 5G-A. To sum up, 2024, as the first year of 5G-A commercialization, is ushering in unprecedented development opportunities. Major operators and manufacturers are going all out to jointly promote the full commercial use of 5G-A. By continuously improving infrastructure, promoting application scenarios, and strengthening industrial ecosystem cooperation, we are expected to witness the tremendous transformation brought by 5G-A in the coming years.
Well, 5What are the advantages of 5G over 5G?
First of all, 55G technology is based on higher frequency bands and wider bandwidths, enabling rapid data transfer speeds. According to experts, its data transmission speed will be dozens of times faster than the current 4G technology, or even up to 100 times. Secondly, 5The secret of 5G technology's energy saving lies in the optimization of its overall network architecture and the use of cutting-edge signal processing technology, which reduces energy consumption and significantly improves the overall efficiency of the network. As a leader in the global communications industry, Huawei has a strong presence in the 5Remarkable breakthroughs have been made in the field of 5G. Not only did they finish 5The full functional and technical performance tests of 5G were also unveiled at the Global Mobile Broadband ForumThe mystery of 5G solutions.
With the Huawei 5The commercialization of 5G has begun, and related industries will also benefit deeply in this round of development.
Today, the author selected five potential companies from the market that are cooperating with Huawei in the field of communications (the last of which is the one I am most optimistic about).
The first one:AuthorThe most optimistic
1. The industry's leading supplier of a full range of signal interconnection products and solutions, mastering the core technology of signal interconnection products, is the core medium and high frequency device director unit of China's 5G industry alliance.
2. From 2017 to the present, the company has been sideways at the bottom for 6 years, with a high concentration of chips, and the main funds have continued to flow in net recently.
3. The company's market value is less than 10 billion, the stock price is about 10 yuan, and the price-to-book ratio is less than 3The 5G industry outlet, the outbreak is in an instant.
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The second: Zhongbei Communications
The company's business is mainly based on communication network construction, and has set up more than 20 secondary business institutions across the country, covering more than 20 provinces (municipalities and autonomous regions) across the country. The company focuses on international business, and has set up six overseas branches within half a year, covering the Middle East, Southeast Asia, Africa and other regions.
The third: ZTE
The company has also established long-term and stable cooperative relations with China Mobile, China Telecom, China Unicom and other leading telecom service operators in China. It is one of the world's leading listed companies in the comprehensive communication equipment manufacturing industry and one of the global comprehensive communication information solution providers.
The fourth: Shengyang Technology
As a leading RF cable manufacturer in China, the company's products are mainly sold to the United States, Europe and other developed countries. With the advantages of quality management, process technology and scale established in the long-term and stable development, it has always been the main partner of Belden, TFC and other large international enterprises in China.
The fifth:Shenglu Communications
The company's customers are mostly world-renowned communication operators and communication equipment integrators, and the company has established a solid cooperative relationship with customers such as China Mobile, China Unicom, China Telecom, China Tower, Huawei, ZTE, Ericsson, China Electronics Technology, China Academy of Space Technology, China Academy of Information and Communications Technology, etc.