Zhitong Financial APP learned that on October 27th, affected by the news of the rapid growth of the total volume of telecommunications business in the first three quarters, A-share communication service concept stocks rose. As of the press release, Star net Ruijie (002396.SZ), Han Cable shares (002498.SZ), Guomai Technology (002093.SZ) rose by the limit, while Xinwei Communications (300136.SZ), Tongyu Communications (002792.SZ), Tianyu Information (300205.SZ), Jida Communications (300597.SZ) and other stocks rose and rose.

Data from the Ministry of Industry and Information Technology show that the information and communications industry maintained a steady operation in the first three quarters. The revenue of telecommunications services has maintained steady growth, and the total volume of telecommunications services has grown rapidly; the construction of new infrastructure such as 5G and gigabit optical networks has been accelerated, and the scale of end-users of network connections has been expanding continuously; and emerging services such as cloud computing have grown rapidly, and the new momentum for the development of the industry has continued to strengthen. In the first three quarters, telecom business revenue totaled 1.1971 trillion yuan, an increase of 8.2% over the same period last year. The total amount of telecom business calculated at the same price last year increased by 21.7% over the same period last year, with the growth rate being the same as that of the previous month. The optical module responsible for optical / electrical signal conversion is a necessary part of optical communication. Data show that in the first half of 2022, the global optical module market grew by 25.17% compared with the same period last year. Of this total, the growth rate in the second quarter of 2022 was 23.18% over the same period last year, an increase of 10.86% over the same period last year. The agency pointed out that at present, the major global optical module markets are mainly concentrated in China and the United States, in which the communications equipment market and the supercomputing data center market are important growth points of optical modules.

Guoxin Securities Research report pointed out: recently, the National Standardization Management Commission issued the National Standards notice No. 13 of the people's Republic of China in 2022, approving the release of the national standard GB/T42021-2022 "Industrial Internet overall Network Architecture", which is the first national standard issued in the field of industrial Internet networks in China, marking a solid step forward in the construction of China's industrial Internet system. At present, the coverage of 5G network facilities is promoted, the networking mode is gradually clear, the application cases are more abundant, and the construction of the pilot area has also played an important leading effect. The continuous evolution and gradual application of the 5G URLLC standard has enhanced the application support capacity of the industrial Internet and has a broad space in the future.