5G communication bidding restart drive plate sentiment warming, 5G base station construction concept stocks, huge potential, the future is promising. Due to the limitations of the length of the article, the next first to give you a brief overview of the 5G base station construction equipment manufacturers, PCB, optical modules, antennas, antenna oscillators, and RF segmentation of the core concepts of the stock.
ZTE 000063
ZTE is one of the world's five mobile communications equipment vendors 5G layout of the earliest, high investment in research and development, standards and technology leading enterprises, in the ultra-dense network 3SDN and other key technologies of 5G has accumulated a number of patents, and in the field of 5G and the establishment of cooperation with the three major carriers; complete 5G call to the Internet.
The company is mainly engaged in providing customers with satisfactory ICT products and solutions. The main products are carrier network, consumer business, government and enterprise business.
Fiberhome Communications 600498
Fiberhome Communications is the most certain 5G ultra-broadband equipment leading products, advanced technology around the whole industrial chain layout of optical communications, is the most complete layout of the domestic optical communications products, can maximize the sharing of optical communications industry growth brought about by the mechanism.
The company's main fiber optic communications and related communications technology, information technology field of science and technology development; related high-tech products manufacturing and sales, system integration, agent sales; related engineering design, construction; technical services; self-managed import and export business.
Shennan Electric Road 002916
SHENNAN ELECTRIC ROAD is ranked eighth in the global printed circuit board manufacturers, with printed circuit boards, packaging substrates and electronic assembly three businesses, forming a unique industry "3-In-One business layout.
The company is engaged in the design, research and development, and manufacturing of high end printed circuit boards, with product applications centered on communications equipment, focusing on data centers (including servers), automotive electronics, and other fields, and continuing to cultivate industrial control, medical and other fields.
HUDIO 002463
HUDIO is one of the largest and most technically powerful PCB manufacturers in China, and is an important brand in the PCB industry, enjoying a strong reputation in the industry, and has established solid business ties with major domestic and international customers in the main PCB product areas.
The company's main business is the production, sales and related after-sales service of various types of printed circuit boards. Its main products are 14-38 layer enterprise communication market boards, middle and high level automobile boards, office and industrial equipment boards, semiconductor chip test boards and so on.
SangYi Technology 600183
SangYi Technology is the largest copper-clad laminate manufacturer in mainland China, the domestic high-frequency board leader, benefiting from 5G, its holding subsidiary SangYi Electronics produces PCB boards, 20 years of SangYi Electronics PCB sales to achieve revenues of 3.558 billion yuan, SangYi Electronics has become a successful spin-off of the A-share market! Listing of the first single, the Science and Technology Board listing was approved.
The company's main business is the design, production and sales of copper-clad laminate, bonding sheet and printed circuit board. The products are mainly for the production of single, double-sided and multi-layer circuit boards, widely used in cell phones, automobiles, communication equipment, computers and a variety of high-grade electronic products.
The company is specialized in optoelectronic devices and subsystems product development, production, sales and technical services. The main products are optoelectronic devices, modules and subsystem products.
International Xutron 300308
The only domestic mass production and supply of 100G data center optical module manufacturers, occupying the industry's leading edge in technology, the 5G network architecture is fully oriented to the transformation of the cloud, the data center optical module will be an important demand.
The company's main business covers high-end optical communication transceiver module and intelligent equipment manufacturing two plates, the company's main products for high-end optical communication transceiver module business and motor winding equipment manufacturing business.
Huagong Science and Technology 000988
Huagong Science and Technology is one of China's largest manufacturers of laser equipment, the world's leading provider of intelligent manufacturing solutions, the international standard-setting unit. It has 10G25G100G optical module products.
The company has been focusing on "laser technology and its applications" as its main business. The company's business includes intelligent manufacturing, connectivity, and sensing.
Tongyu Communication 002792
Tongyu Communication is the world's fifth largest base station antenna manufacturer, and has established cooperation with the four major equipment vendors and carriers in more than 60 countries, and has grown into the backbone of the domestic communications antenna enterprises, product development, production scale and quality control in the domestic leading position.
The company specializes in the research and development, production and sales of communication antennas and RF devices, including base station antennas, RF devices, microwave antennas, etc.
The company is a leading manufacturer of communication antennas in China.
Dongshan Precision 002384
FPC business in the world's top three, the overall PCB business ranked in the world's top four; for the world's leading customers to provide one-stop solution covering the PCB product design, development, manufacturing.
The company's main business is electronic circuits, optoelectronic display and precision manufacturing. The company's main products include electronic circuits, touch panels and LCD modules, LED display devices, and precision components.
Sega Technology 002796
Sega Technology The company's main business has two pieces, one is the precision box system; the second is the mobile communication equipment. The company's main products for the antenna, elevator car system, radio frequency devices, precision metal structural components and other products, special equipment box system.
Subsidiary wave hair special, mainly engaged in radio frequency devices and antenna products research and development, production and sales, its main products for the filter, duplexer and other radio frequency devices and outdoor base station antenna indoor distribution antenna, such as base station antenna products, including radio frequency devices favorable to the 5G market.
ShuoBeiDe 300322
ShuoBeiDe company's massiveMIMO base station and micro-base station antenna technology to achieve breakthroughs, and get customers batch order; 5G millimeter wave RF front-end chip has been with the world's top three of the part of the cell phone manufacturers for the depth of the strategic cooperation, and signed a confidentiality agreement.
The company's main business is to provide from the mobile terminal antenna, the system side of the base station antenna to the car smart antenna, fingerprint identification module, heat sink parts components and other products.
XUNWEI COMMUNICATIONS 300136
XUNWEI COMMUNICATIONS is the world's leading antenna and RF manufacturer, with major global customers *** with the design of 5G antennas, Apple and Huawei is an important customer of the company; has been part of the manufacturer's prototypes to provide 5G millimeter-wave RF transmission lines.
The company specializes in the production and operation of mobile terminal antennas, 3G terminal antennas, module antennas, 3D precision molding antennas, and high-performance antenna connectors.
Fei Rongda 300602
The company is currently Apple's raw material suppliers, some of the products are supplied directly or indirectly to Apple computers or ipad use.
The company is mainly engaged in electromagnetic shielding and thermal conductivity device research and development, design, production and sales, can provide customers with electromagnetic shielding and thermal conductivity application solutions. The company's main products include electromagnetic shielding devices and thermal conductivity devices.
Key Innovation Source 300731
The company's products have been supplied to Huawei, has become the main supplier of waterproof sealing materials for Huawei's antenna feeder system, and the acquisition of Dongchuang Precision for 600 million yuan to further layout 5G core product business.
The company's main business is the research and development, production and sales of polymer materials, and to provide customers with the corresponding overall solution.
卓胜微300782
卓胜微坚持自主研发核心技术，已成为射频前端细分领域国产芯片的领先企业，专注于射频集成电路领域的研究，日推出多款适用于5G通信模式sub-6GHz频段需求 407.99的天线开关产品，可全面覆盖所有频段需求。 The company has launched a number of antenna switch products suitable for 5G communication mode sub-6GHz band demand 407.99, which can comprehensively cover all frequency band demand.
The company's main business is the research, development and sales of RF front-end chips, the company's main products are RF switches, RF low noise amplifiers, RF filters, RF power amplifiers, low-power Bluetooth microcontrollers.
Note: The above companies are summarized according to the performance statements and other public information, only as a sharing and exchange of learning, not as a basis for buying and selling.
What you want to say is welcome to leave a message in the comments section below! It is not easy to code, agree with the views of the article friends can point, point support, thank you!