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银河证券:通信行业新兴业务收入增势突出,数字新基建推进超预期

Galaxy Securities: the emerging business income of the communications industry has increased significantly, and the new digital infrastructure has exceeded expectations.

Breakings ·  Aug 12, 2022 08:28
China Yinhe Securities Research News pointed out that according to data from the Ministry of Industry and Information Technology, by the first half of 22, the total volume of telecommunications business had totaled 843 billion yuan, an increase of 22.7% over the same period last year, maintaining a high growth rate; and the total revenue of telecommunications business had totaled 815.8 billion yuan, an increase of 8.3% over the same period last year. Telecom business revenue has grown steadily. Communications infrastructure has been continuously advanced, with a total of 1.854 million 5G base stations completed and opened, with 5G construction and user penetration in the eastern region taking the lead, the mobile Internet access traffic in the central region leading the growth rate, and the Dou value in some western provinces reaching new highs. The total length of optical cable lines has increased steadily, and the coverage and service capacity of gigabit optical networks have been continuously improved. The marginal improvement of the prosperity of the communications sub-industry is conducive to the stabilization and rebound of valuation, and the certainty of high performance is stronger in the medium to long term.

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