What Do You Need To Know About Investing In 3G Concept Stocks?

3G is the abbreviation of the third generation mobile communication technology. It is a mobile communication system that combines wireless communication with Internet and other multimedia.

It is a comprehensive upgrade of the existing 2G technology.

From the investment point of view, investors need to understand two questions: first, how big the investment scale of 3G is, which means that the relevant listed companies in the industry can share much cake; second, which industry of 3G industry and related listed companies may benefit from it.

How big is the investment scale?

3G has three standards: WCDMA is proposed by European manufacturers such as Ericsson and NOKIA. It is the preferred way for GSM network to upgrade to 3G. More than 90% of the world's operators have announced the adoption of the standard.

CDMA2000 is put forward by the US Qualcomm Corp, which can realize the smooth pition from CDMA network to 3G.

These two standards mean that the main business opportunities of 3G system support and system support are still enjoyed by European and American enterprises.

The TD-SCDMA standard is put forward by China (Datang Mobile). Due to the strong support of the Chinese government, the TD-SCDMA standard has been gradually accepted by the four international telecom giants, and has participated in the cooperation with HUAWEI, ZTE, Putian and Datang.

In fact, TD-SCDMA's investment is really a major business opportunity for domestic system equipment providers.

At present, 3G investment in the market is actually such a problem: 1. operators reorganization.

After reorganizing, how many operators are retained and how many 3G licenses are issued will determine the maximum size of 3G investment.

2.3G startup time.

A clear judgement can be made now that if the number of Beijing Olympic Games is broadcast in 2008, the first half of 2006 will be the last opportunity for the 3G policy to be clear and licence issuance.

3G industry chain analysis

The core of the company is operators, and China's listed companies include China Unicom, China central defense and Huaxia Jian Tong.

Unicom is one of the two major carriers in China. At present, it is faced with the question of how to dispose of its 2G licence. It is not yet clear whether to split Unicom or to sell a licence.

China Satellite Communications Group, the controlling shareholder of China Wei, is a national satellite communication enterprise and one of the six basic telecom operators. The company is the first professional organization to carry out CDMA/GSM wireless communication network technology service in China.

Huaxia holds a 49% stake in China Tietong Huaxia, and has a high share in the fiber resource market. The actual controller is China Tietong.

3G investment should first benefit from system equipment providers, especially the construction of TD-SCDMA network, which is the most likely investment for domestic manufacturers to obtain a larger share.

With many years of high investment in R & D of 3G, ZTE's products almost cover the 3G industry chain, and will be the great winner of China's 3G startup.

Datang Telecom itself is not directly involved in the development of TD-SCD MA standard, but its close relationship with Datang Mobile makes it able to obtain more business opportunities. Its holdings of Xi'an Datang's main products SCDMA can smoothly upgrade to TD-SCDMA, Datang microelectronics is also actively developing TD-SCDMA mobile phone chips and system equipment.

Nanjing panda has already divestied its mobile phone business. Both ENC and BMC share their cooperation with Ericsson and rely on their strong strength to gain better profits in 3G construction.

There are also Dongfang communications and radio and television information to provide system equipment.

In the construction of 3G, the optical fiber cable manufacturer is the provider of pmission equipment.

Over the past few years, due to the serious excess capacity and fierce competition in the industry, the efficiency of the industry has been seriously declining, and the performance of Listed Companies in the industry is not ideal.

Beacon communication is the only scientific research and industrial entity that integrates three strategic technologies in the field of optical communications. It has long been engaged in research and development in the field of 3G.

Other related listed companies include Changjiang communications, Yongding optical cable, Hengtong photoelectric, Zhongtian Technology, special information and Huiyuan communications.

The terminal equipment of 3G is a 3G mobile phone specially developed. Currently, domestic mobile phone manufacturers have greater R & D investment in Amoy electronics, waveguide shares, Hisense electric appliances and so on.

The research and development of Amoy for 3G has reached 100 million yuan, and three kinds of technical standards of 3G have been fully followed up.

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There are also related software supported listed companies, such as Huasheng Tiancheng, Yiyang Xintong, new world, Neusoft stock and so on, which provide operators with a comprehensive solution based on system integration.

Some companies invest in the 3G industry chain and become 3G concept stocks, and they can also pay close attention to it.

Such as Wan Jia Le, Gao Hong shares, S T Tianyi, Zhongtian Technology.