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2006年,对于广大股民来说是亢奋的一年。他们不仅使深套多年的股票起死回生,而且还赚得盆满钵满。除了银行和房地产等板块引领股市不断上冲之外,在科技板块有一个概念也牵动着所有股民的心,这就是3G!伴随3G牌照发放和电信运营商重组等数不清的传言,与3G沾边的股票都不断疯涨。进入2007年,随着中国移动牵头建设TD-SCDMA网络启动,超过200亿的采购招标再度刺激业界神经。由此,3G板块从题材走向实质利好,如果TD-SCDMA网络试商用效果良好,可以预料中国3G进程将大大加快。包括运营商、系统提供商、终端提供商、SP/CP乃至测试设备提供商等在内的整个3G价值链都将从中得益。《通讯世界》在本专题将深入分析3G带来的投资机会,并邀请知名证券公司研究员带来今年二季度通信行业的投资策略分析。最后,还带来若干A股上市的重点公司分析。
In 2006, for the majority of investors is an exciting year. They not only brought back many years of stock, but also earned their pockets. In addition to banks and real estate and other sectors to lead the stock market on the red, the concept of technology sector also affects the hearts of all investors, which is 3G! With 3G licenses and telecom operators reorganization and other innumerable rumors, and 3G Stained stocks are constantly skyrocketing. Into 2007, with China Mobile leading the construction of TD-SCDMA network started, more than 20 billion procurement bid once again to stimulate the industry’s nerves. As a result, 3G plate from the theme to the real good, if TD-SCDMA network trial commercial good effect, we can expect the 3G process in China will be greatly accelerated. The entire 3G value chain, including operators, system providers, terminal providers, SP / CPs and even test equipment providers, will all benefit. In this topic, “Communication World” will analyze in depth the investment opportunities brought by 3G and invite well-known securities firm researcher to bring the investment strategy analysis of communications industry in the second quarter of this year. Finally, it also brought several key A-share listed company analyzes.