Zhitong Financial APP learned that the 2022 China 5G+ Industrial Internet Conference will be held in Wuhan from November 19 to 21. The conference will release a series of phased and landmark achievements of "5G+ Industrial Internet". In addition, a series of major projects of "5G+ Industrial Internet" will be signed. In addition, the Ministry of Industry and Information Technology has recently issued the first frequency license for the enterprise 5G private network to Shanghai Comac, with 5925-6125MHz and 24.75-25.15GHz for industrial wireless bands. Minsheng Securities believes that as the Ministry of Industry and Information Technology issues the first frequency license for 5G private networks for large enterprises, the number of 5G private networks will gradually increase, and the model will also be diversified.
China Merchants research newspaper pointed out that from the establishment of the project in 2007 to the completion of evidence collection in 2022, the following task is to achieve mass production, and the "5G + Industrial Internet" has formed a number of preliminary results. For example, Comac can reduce 90% of the test blocks and 95% of the manpower cost in the composite material defect inspection; in the inspection of aircraft surface rivets, the quality inspection efficiency is increased by more than 3 times. In the cable assembly process, the assembly efficiency is increased by 30%.
According to the understanding of Professor Yan Huaizhi of Beijing Institute of Technology, 5G private network is a professional network that provides network signal coverage in specific areas and provides communication services for specific users in organization, command, management, production, scheduling and other links. Compared with other existing wireless technologies, 5G private network is more outstanding in different performance indicators, such as mobility, stability, quality, security and so on.
With the development of big data, cloud computing, Internet of things and other technologies, various vertical industries have increasing requirements for network transmission rate, delay and security. 5G public network has been unable to meet the needs of enterprises, such as high speed, high reliability and high stability. Therefore, the deployment of 5G private network has become an indispensable means for vertical industries to promote 5G innovative applications, expand production efficiency and accelerate digital transformation.
5G private network is the basis of the development of intelligent digital economy. At present, the state, operators and vertical industries actively promote the development of 5G private network. After three years from the first year of 5G in 2020 to 2022, 5G private network began to enter the stage of large-scale development.
By the end of September 2022, China has built and opened more than 2.22 million 5G base stations, all prefecture-level cities and county towns across the country have achieved 5G network coverage, the number of virtual private networks in the 5G industry has exceeded 10,000, and the number of 5G mobile phones has reached 520 million. At the same time, 5G applications have achieved a breakthrough from 0 to 1, and are making a leap from 1 to N. 5G application has covered 40 categories of national economy, and has been gradually promoted in many fields, such as industry, medical treatment, education, transportation and so on.
The Ministry of Industry and Information Technology said that it will continue to promote 5G commercial deployment and large-scale applications, so that 5G can better empower entities, serve society and benefit the people. We will continue to be moderately advanced, build a new base for modern information, strive to enhance the coverage of urban areas, expand the coverage of rural and remote areas, enhance the industry-oriented 5G network service capacity, and deepen the co-construction and sharing of 5G networks.
What is noteworthy is that the 2022 China 5G Development Conference was held in Shenzhen on November 16. The conference is jointly sponsored by the Ministry of Industry and Information Technology and Shenzhen Municipal Government, with the theme of "5G leading new infrastructure and building a new base for development". Set up 8 sub-forums and docking activities, such as "5G smart health care", "5G smart health care", "5G smart business summit forum" and "5G smart business summit forum". The aim is to promote industry exchanges and cooperation and industry chain collaborative innovation.
Minsheng Securities believes that as the Ministry of Industry and Information Technology issues the first frequency license for 5G private networks for large enterprises, the number of 5G private networks will gradually increase, and the model will also be diversified.
Guoxin Securities Ma Jackie Ma said that the development of digital economy has been highly valued by the country, and operators, ICT equipment providers and industrial Internet providers are all actively participating in and promoting the development of digital economy, accelerating the construction of digital infrastructure with high-speed ubiquity, integration of heaven and earth, cloud and network integration, and commercial communications equipment vendors, industrial communications equipment providers and corresponding terminals are all expected to usher in a new round of deployment cycle.
East Asia Qianhai Securities believes that industrial Internet applications can move forward towards industry and scene, and pay attention to the opportunities of industrial Internet industry. "5G + Industrial Internet" is accelerating the empowerment of vertical industries and driving the transformation and upgrading of more small and medium-sized enterprises. In the future, it will go deeper into the key scenes of the actual industry, and gradually infiltrate into the whole life cycle of industrial production. The difficulty of the digital transformation of small and medium-sized enterprises lies in the integration of digital technology and their own production and operation, and most of them focus on market segmentation opportunities. therefore, industrial Internet platform enterprises / digital transformation service providers with a lot of knowledge and experience of business scenarios are expected to continue to benefit.
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Dongtu Technology (300353.SZ): the company jointly released the industry's first 5G cloud chemical industrial base station in conjunction with China Mobile Limited and Jingxin network. The company's operating system and industrial software products mainly include Intewell industrial Internet operating system, MaVIEW industrial control programming platform and so on.
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Keyuan Intelligence (002380.SZ): the company's technology accumulation can be promoted in the field of 5G + industrial Internet.
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300378.SZ: the company's industrial Internet platform supports cloud software, the integration of IT and OT, industrial interconnection and coordination and other application services.