From the industry horizontal comparison, the increase in the top five industries for leisure services, nonferrous metals, integrated, steel, mining, leisure services rose 2.96%, the communications industry ranked 17th. From the stock point of view, the top five last week, the company for the best record video, CITIC Guoan, prosperous photoelectric, purple shares, Bangxun technology, or 13.62%, 12.00%, 10.26%, 8.35%, 8.11% The top five companies for the Fuchun communications, Xunyou technology, billion network, Huaxing business, Jie 赛 technology, were 16.48%, 11.25%, 5.22%, 4.72%, 3.59%. Valuation, as of this week, the telecommunications industry price-earnings ratio (TTM) was 57.82X, communications operations, communications equipment price-earnings ratio of 299.87X, 48.29X, price-earnings ratio ranked TMT industry first.

 

Industry News: Ministry of Industry said that the end of this year, to achieve NB-IoT network coverage of municipalities, capital cities and other major cities, base station scale reached 400,000; by 2020, to achieve NB-IoT network nationwide coverage, base station size reached 1.5 million The IDC reported that the first quarter of the world, the convergence system market revenue growth to 2.67 billion US dollars, up 4.6%; new storage capacity of 148 million bytes, an increase of 7.1%. Most of the AAE-1 submarine cable system launched and led by China Unicom has been officially put into commercial use. China Unicom has become the only operator to realize the independent double-sea cable coverage in Asia and Africa, and it is the only company that can provide sea Channel operators. China Mobile independent research and development of the OneNET platform has 30,000 registered users, 7 million access terminals, 1.2 million things networking applications, the number of Internet connection more than 100 million, becoming the world's largest Internet of Things users dedicated network. 2017, China Mobile will start 346 urban mobile networking, 4G base station will reach 1.77 million. 4G users will exceed 630 million, population coverage of 99%, VoLTE users exceeded 150 million, the family coverage of more than 70%, fiber to the home accounted for more than 90%, digital set-top box penetration rate of 45%.

 

This week the investment proposal: Recently, the Ministry of Industry and said that by the end of 2017 to achieve NB-IoT network coverage municipalities, capital cities and other major cities, base station scale reached 400,000; by 2020, to achieve NB-IoT network nationwide coverage, base station size reached 1.5 million One. Operators in the Internet of Things also spared no effort, China Mobile independent research and development of OneNET platform has 3 million registered users, 7 million access terminals, 12,000 things networking applications, Internet connection more than 100 million, becoming the largest Internet users in the world Of the dedicated bearer network. This year China Mobile will launch 346 urban mobile networking. NB-IoT to promote the pace once again accelerated, the scale of commercial just around the corner.