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APEC: Adding power to the development of domestic optical cable

APEC: Adding power to the development of domestic optical cable

  • Categories:News
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  • Time of issue:2019-09-19 16:30
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(Summary description)

APEC: Adding power to the development of domestic optical cable

(Summary description)

  • Categories:News
  • Author:
  • Origin:
  • Time of issue:2019-09-19 16:30
  • Views:
Information

  When the real Silk Road adds a digital concept, what opportunities will it bring to A-share listed companies? Will it drive the development of domestic fiber optic cable companies?

  In order to implement the “One Belt, One Road” strategic concept, the Ministry of Industry and Information Technology has recently participated in the formulation of the “National Infrastructure for Infrastructure Construction in Peripheral Countries” (hereinafter referred to as “Planning”), which explains the construction of information highways in China and neighboring countries. The "Planning" requires full efforts to create the "Digital Silk Road."

  Xiao Hua, director of the Planning Department of the Ministry of Industry and Information Technology, said, “Digital Silk Road is an important starting point for the Silk Road Economic Belt and will help facilitate the cooperation between countries along the route in transportation, commerce, finance, culture, science and technology and health care. , to become a bridge for cooperation and win-win."

  According to the digital silk road plan, the international cross-border terrestrial cable system such as China, Kazakhstan, China, Kyrgyzstan, China and Pakistan will be built and improved by 2017, and interconnection will be realized in the fields of data information service, Internet service and international communication business.

  Insiders pointed out that the construction of digital silk road projects, communication facilities construction enterprises will usher in huge profit margins, which is a larger market than the "broadband China" strategy. For example, Tongguang Cable, Kaile Technology, Zhongtian Technology and other enterprises in the A-share market are expected to benefit from the digital silk road strategy.

  Tongguang Cable Securities Department staff told reporters that "the company recently won the bid for the 1000kV UHV transmission and transformation project of the State Grid, and the future digital Silk Road project will also benefit the company's performance."

  Light-passing cables are the leader in fiber-optic composite cables. The reporter found that the company recently won a large order of 127 million yuan in the bidding of the State Grid, accounting for 16.54% of its total operating revenue in 2013.

  “The State Grid has comprehensively carried out UHV construction. It is estimated that the investment will reach 350 billion yuan in the next four years. At the same time, the information network infrastructure is accelerating and the military expenditure is growing rapidly, which has greatly increased the demand for special cables.” Hongyuan Securities (15.48, -0.54 , -3.37%) Power industry analyst Wang Fenghua said, "In addition, the company also launched high-value-added, high-tech energy-saving aluminum alloy series wire and aluminum alloy cable, and added an annual output of 25,000 tons of energy-saving aluminum alloy The production capacity of the wire has a huge room for growth in the company's performance."

  Kaile Technology is the only manufacturer in China with fiber, cable and tube. In the tender of China Mobile Plastic Pipe, the company's products won the first advantage of the comprehensive total score. At present, through comprehensive transformation, the original main business is optimized and adjusted, and the integration of resources is transformed into the high-tech information industry. At the same time, benefiting from the implementation of broadband China strategy and the construction of 4G network, it has brought development opportunities for the company's optical fiber, optical cable, communication pipe and other products.

  "At present, Kaile Technology is at a major turning point in transformation. It is predicted that the company's net profit will be about 267 million yuan in 2015, an increase of 190% year-on-year," said Wang Fei, an analyst at Great Wall Securities.

  Zhongtian Technology occupies more than 90% market share of domestic submarine cables and over 70% market share of submarine cables. It enjoys oligopoly or even monopoly status in multiple submarine cable applications. Changjiang Securities said that with the explosive growth of demand for submarine cable related products, the company's revenue and profit will also grow rapidly.

  As another major development engine, Zhongtian Technology's new energy business also showed a good momentum of development. By 2016, Zhongtian Technology will build a 1.2GW distributed photovoltaic power station, contributing a net profit of 500 million yuan per year.

  Zhongtian Science and Technology Securities Department staff said, “Zhongtian Science and Technology intends to build a complete solar photovoltaic power generation industry chain. In addition to the above-mentioned power station construction, the company has also made good progress in backplane materials and energy storage batteries, the first three quarters of this year. The order is in good condition.

  CICC pointed out that Zhongtian Technology completed its non-public offering in September 2014 and raised 2.2 billion yuan of funds, which will help the company to strengthen its R&D and production capabilities in the field of photovoltaic new energy. CICC expects that the self-made proportion of Zhongtian Technology Optical Cable will increase to 80% to 90% in the fourth quarter of this year. The special wire is driven by the national UHV construction. As the leader of the domestic special wire, Zhongtian, its wire profit is expected to double the year-on-year growth.

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