Fiberhome (600498), CCTV (600485), Datang Telecom (600198), ZiGuang (000938), ZTE (000063),
Gaohong (000851), Zhongtian Science and Technology (600522), SZXSZ A ( 000032), Hengxin Mobile (300081), ultrasonic electronics (000823),
Three-dimensional communications (002115), National Technology (300077), Shanghai Beiling (600171), Yiyang Xintong (600289), North West Communications (002148),
Hengbao shares (002104), Oriental Communications (600776), etc.
1, Datang Telecom (600198):
Bank EMV migration is equivalent to the scale of 1/3 of the triple play, is expected to start in 2011, the company is expected to obtain the official qualification in the first quarter of 2011; mobile Internet era, mobile payment as a killer application of 3G is expected to realize the blowout of the business after the standard has been determined; the company is in a huge emerging industry in China in the next 20 years. 20 years of China's emerging industries in the huge convenience of the future Internet of Things business imagination space is huge, every event on the Internet of Things itself constitute a good opportunity to buy shares; central enterprise reorganization constitute share price flexibility space; in the context of government policy to vigorously support the strategic emerging industries, the company in the Internet of Things, bank EMV cards, social security cards, UIM cards, e-reading and other fields are involved or have been a leader. The company has been involved in or has been a leader in the field of Internet of Things, bank EMV card, social security card, UIM card, electronic reading, etc.
2, Northcom (002148):
3G brings new opportunities for the mobile value-added industry. The bottleneck in the development of mobile value-added business is the operators. 2G era, the operators controlled the only channel between value-added service providers (SPs) and end users, which restricted the development of SPs.
Mobile phone games have a bright future. Cell phone games have gradually encroached on the market for handheld games, and the compound growth rate for the next three years is expected to reach 54%, and the domestic cell phone game market is expected to reach 6.5 billion yuan in 2012.
3, Fiberhome Communications (600498):
The company is China's communications infrastructure construction of the main equipment suppliers and one of the comprehensive telecom solution providers, fiber optic cable sales of more than 2 million kilometers per year, ranked second in the industry, FTTH products have become a leading brand in the market, has a significant brand advantage. The company is the only set of three strategic technologies in the field of optical communications in one of the scientific research and industrial entities, but also China's earliest engaged in optical communications transmission equipment, fiber optic cable research, production of enterprises, due to the backing of the Wuhan Academy of Postal Sciences, the conversion rate of scientific research results and benefits in the domestic industry are in a leading position. The company is one of the top three domestic fiber optic cable manufacturers. in March 2009, 24 million U.S. dollars and Japan's Fujikura Co., Ltd. Fujikura Fiber Optoelectronic Materials Technology Company (40%). Through cooperation, can enhance the company's optical fiber prefabricated rod production manufacturing technology and management level, to ensure that the optical rod full supply, and can form a complete industrial chain of optical rod, optical fiber, optical cable.
4, power source (join from the stock) (600405):
Module power supply: the company through the acquisition, currently holds 100% of the equity of Beijing Diesel Qizheng Technology Co. Diesel Qizheng main module power supply research and development and production and marketing, module power supply is a component in the production of electronic equipment, communication equipment, railroad signals, medical equipment and industrial control, etc. Widely used. 08 years the company's module power supply to achieve sales revenues of 88.19 million yuan, a year-on-year decline of 41%, and Beijing Diesel Qizheng Technology Co., Ltd. to obtain the Beijing 08 high-tech enterprises, for its three years. Through the efforts of the company's wholly owned subsidiary became a qualified supplier of Huawei, has now begun to supply.
Brand: The company has a high-frequency communication switching power supply "DPC" registered trademark. The company is the mainstream supplier of communication power supply in China, the annual production capacity of communication switching power supply is 11,500 sets, the annual production capacity of power module is 65,000 sets, the annual production capacity of controller is 12,000 sets, which has been massively operated in the national public network of the five major telecommunication carriers in China, as well as in the special network of the army, public security, water conservancy, etc. The company is also the largest supplier of communication power supply in China.
5, ZTE Corporation (000063):
The company's GSM and WCDMA global shipments are growing rapidly, the global new market share continues to improve, and the delivery capacity of WCDMA products is recognized by first-class customers. During the same period, the company's optical transmission products in Southeast Asia, Asia-Pacific, South Africa and other slices continue to maintain a high rate of development in the Americas, Europe also made some progress. FTTX products also continue to maintain a large market share in the country.
6, Yiyang Xintong (600289):
The company's two core business areas are information and communication technology (ICT) field and intelligent transportation (ITS) field. Among them, operation support system (OSS) is the most important part of ICT business. 08 November, the company and China Mobile signed a contract for B2B e-commerce system project, will provide China Mobile with B2B project hardware and software integration, application software development and supplier access services, so that the company has become an important provider of management support system (MSS) for operators.
The company continues to maintain its technological and market advantages in the field of cell phone network management; it won the bidding of China Mobile's transmission resources network management system in one fell swoop, and obtained the construction project of the unified 31 provinces, cities and headquarters across the country; the company exclusively undertook the construction of the first phase of the mobile network management system of the experience of China Mobile's TD. Product Advantage: The company has the core competitiveness of the network management series of products because of a wider market share, in the future to maintain irreplaceable advantages. The company's own software products, such as telecommunications network management software, information security products, etc. are key technologies related to national communications security, which require Chinese enterprises to complete the construction. The wholly-owned subsidiary, Yiyang Security Technology Co., Ltd. has obtained the Computer Information System Integration (Class A) qualification issued by the State Secrets Bureau, which involves state secrets.