Optical fiber to the home usher in industrial development space

According to sources from the State Grid Corporation of China, at present, 241,000 provinces and cities in the operating area of ​​the State Grid have already established the conditions for the operation of the fiber-to-the-home network. At the same time, the pilot area of ​​the fiber-to-the-home network has initially formed independent operations, cooperative operations, and resource leasing. Three operating modes. This means that the power fiber-optic home project has been fully started, and the smart grid construction will promote the domestic optical communications industry to enter a high-cycle cycle.

Ma Jun, the analyst of TSMC Securities Co., Ltd., said that in the past, the equipment in the field was mainly based on foreign manufacturers. The domestic equipment manufacturers under the fiber-to-the-home project will increase rapidly. At present, opportunities in the communications equipment field in the second half of the year are still concentrated in optical communications and broadband.

CITIC Construction Investment: The mainstream overseas wiring manufacturers such as 3M and Tyco ADC have a revenue level of US$1 billion in their distribution products. Overseas markets cannot be ignored. Optical Communications' investment in management systems and talent reserves for overseas markets is expected to enter a harvest period this year. Overseas markets are based on Shenzhen base manufacturing, and external expansion is expected to gradually enter an accelerated growth period.

Hai Tong Securities (600837, shares it) chief analyst Chen Meifeng: the second half of the operator's investment progress will be significantly faster than the chain. The Ministry of Industry and Information Technology plans to have 350,000 TD-LTE base stations in 2014 and 400,000 TD-SCDMA base stations. Optical communications investment is more deterministic than wireless investment.

Orient Securities: It is recommended to pay attention to the development of broadband IT China's strategy to continuously benefit from the construction of FTTx.com (002313, stocks), under the transmission expansion theme of the Ascension Technology (002281, stock it), but also pay attention to the technology (600522, stocks) The opportunities brought about by the increase in post-production profit growth, as well as the network optimization opportunities promoted by the rapid growth of 3G users, and other beneficiary stocks under the trend of promoting network optimization by 3G.