The 5G technology R&D test is divided into three phases. At present, key technology verification and technical solution verification have been completed, and the third phase system verification is now started. 5G test in the second half of 2018CommercialIt is expected to further implement the operator's expectation of commercial scale in 2019, which will enable 5G to enter the construction phase of tens of thousands of base stations, thereby driving the real take-off of the communications industry chain.
At the same time, when the global 5G spectrum auction was held, countries actively deployed to seize the high ground. Up to now, 42 countries around the world have put 5G spectrum auction on the agenda, and another 17 countries have announced the official 5G frequency allocation plan, and 10 countries have planned to auction for 5G network construction. Spectrum. At present, countries are gradually carrying out the distribution or auction of 5G spectrum. Major equipment manufacturers are also continuously strengthening R&D investment in 5G technology. With the gradual improvement of 5G technology standards and the improvement of demand, the second half is worth looking forward to.
As early as the beginning of the year, the IMT-2020 (5G) promotion group held the third phase of the 5G technology R&D test in Beijing, and launched the third phase of the 5G technology R&D test, striving to achieve the basic link of the 5G industry chain at the end of 2018. Commercial level. In addition, according to the “Notice on Organizing the Implementation of the Next Generation Information Infrastructure Construction Project in 2018” issued by the National Development and Reform Commission in the past 20 years, no less than 5 cities will carry out 5G network construction, forming a continuous coverage of dense urban areas.
The next two years will be the investment phase of the key link of the 5G industry chain. The performance of fiber optic equipment, RF front-end devices and other equipment manufacturers will have a significant positive impact, and 5G industry chain related enterprises will directly benefit. Among the listed companies in the A-share market, Zhongji Xuchuang (300308.SZ), Xinwei Communication (300136.SZ), and Tongyu Communication (002792.SZ) are worthy of attention.