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Apple revealed that it will release new models in September, and the A-share industry chain moved ahead of schedule

2024-08-24

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5G-A has demonstrated great potential and value in many fields such as low-altitude economy, intelligent manufacturing, and telemedicine.

Apple plans to release new products in September

According to media reports, well-known technology journalist Mark Gurman wrote on Friday that Apple plans to hold its largest product launch this year on September 10, when the company will launch the latest iPhone, Watch and AirPods.

Gurman cited people familiar with the matter as saying that although the specific time has not yet been announced, the company is preparing for this day. After the press conference, the new phone is expected to be officially launched on September 20, which is consistent with Apple's practice in recent years. For Apple, this product launch is very critical because Apple's smartphone and wearable device sales have not been ideal in recent quarters.

On Friday local time in the United States, Apple's stock price rose 1.03%, with a cumulative increase of 18.27% this year. The latest total market value is 3.45 trillion US dollars.

In the A-share market, there are many stocks related to Apple concepts. On August 23, some stocks soared. Among them, Century Dingli achieved a 20cm daily limit, while Jingyan Technology, Saiteng Co., Ltd., Zhilifang, Huilun Crystal, Stick, and Tianyin Holdings rose by more than 5%.

Beijing Mobile announces official commercial use of 5G-A

On August 23, Beijing Mobile announced the official commercial use of 5G-A and released a number of application scenario experience packages, allowing Beijing residents to "try out" the 5G-A network for free. According to reports, Beijing is one of China Mobile's first 100 5G-A commercial pilot cities. So far, Beijing Mobile has opened more than 7,000 5G-A base stations, achieving universal coverage within the Sixth Ring Road and suburban counties, with a downlink peak rate of up to 5Gbps, five times higher than the 5G network.

According to the staff, in the 5G-A network experience area, several shirts are neatly hung on a row of clothing racks, and the digital store management system on the big screen displays the quantity, type and location of these clothes in detail. "As long as the customer picks up the clothes, the digital backend will know."

Previously, China Mobile announced the first batch of 100 cities where 5G-A networks will be commercially available, and announced plans to expand to more than 300 cities across the country within the year to build the world's largest 5G-A commercial network. It also plans to promote the industry chain to launch more than 20 5G-A terminals within the year and develop more than 20 million 5G-A terminal users.

12 5G-A concept stocks reported good performance

5G-A stands for 5G-Advanced, also known as 5.5G, and is a key stage in the evolution of 5G to 6G. 5G-A has a 10-fold improvement in speed, latency, and connection scale compared to 5G, achieving peak speeds of 10 Gigabits for downlink and 1 Gigabits for uplink, millisecond-level latency, and hundreds of billions of IoT connections. The development and application prospects of this new technology are attracting widespread attention. It not only carries people's expectations for technological innovation, but also shows great potential and value in many fields such as low-altitude economy, smart manufacturing, and telemedicine.

Wang Zhiqin, deputy director of the China Academy of Information and Communications Technology and head of the IMT-2020 (5G) promotion team, once said that in the past five years, my country's 5G direct economic output has reached about 5.6 trillion yuan, and indirectly driven a total output of about 14 trillion yuan, which has effectively promoted the high-quality development of the economy and society. 5G-A will expand the application space and further release the value of 5G networks.

According to statistics from Securities Times Databao, as of now, based on the semi-annual report, performance bulletin, and the lower limit of the predicted net profit (if there is no lower limit, the announced value will be taken), there are 12 5G-A concept stocks whose net profit increased year-on-year (including turning losses into profits) in the first half of the year, among which Feirongda, Yihua Co., Ltd., Shuobei Co., Ltd., Bojie Co., Ltd., and Wutong Holdings ranked at the top in terms of net profit growth.

Feirongda achieved a net profit of 57 million yuan in the first half of the year, a year-on-year increase of 13.07 times. During the reporting period, the company's consumer electronics business increased orders and profitability due to the recovery of major customers' business, continued increase in shipments, and the increase in market share of the company's terminal products such as mobile phones and laptops. Due to the delay of some mobile phone projects, the company's mobile phone business declined in the second quarter compared with the first quarter, but the current related business orders have gradually resumed delivery.

Yihua shares expects net profit in the first half of the year to be 160 million to 190 million yuan, a year-on-year increase of 1.42 to 1.87 times. During the reporting period, with the commissioning of the US factory, the company's photovoltaic bracket orders were released one after another, and the benefits increased year-on-year; in terms of connectors, with the development of domestic Internet, big data and other industries, the demand for servers and data centers continued to increase, and the company's connector business orders increased year-on-year, and sales revenue increased.

Three major telecom giants have in-depth layout

Among the concept stocks in the 5G-A industry, many stocks have received high attention from institutions. According to Databao statistics, there are 22 concept stocks that have received "active" ratings (including buy, increase holdings, strong recommendations, etc.) from institutions.China Mobile, ZTE, China Telecom, China Unicom and Sunlord Electronics have received ratings from more than 20 institutions.

China Mobile has taken the lead in completing the formulation of 60 5G-A international standards, ranking first among global operators. It has taken the lead in the industry in carrying out new 5G-A technology trials and launched the world's largest 5G-A commercial network deployment in more than 300 cities this year.

ZTE has developed six major solutions in 5G-A and released the industry's first 128TR AAU, which has a capacity of over 10Gbps, the highest in the industry, and can achieve integrated perception with single transmission and reception, helping to promote low-altitude economy.

China Telecom has released a 5G-A action plan, which will build eight 5G-A core capabilities, carry out in-depth cooperation in six key 5G-A areas including terminals, satellites, the Internet of Things, and low altitude, and launch nine 5G-A applications.

China Unicom has achieved commercial deployment of 5G-A key technologies such as RedCap and carrier aggregation in more than 100 cities. At the same time, it is also strengthening forward-looking information technology research and has released 5G lightweight commercial modules.