List of stocks of listed companies related to the mobile Internet sector

FiberHome Communications (600498), Zhongchuang Information Testing (600485), Datang Telecom (600198), Tsinghua Unigroup (000938), ZTE Communications (000063),

Gaohong Holdings (000851), Zhongtian Technology (600522), Shensangda A (000032), Hengxin Mobile (300081), Ultrasonic Electronics (000823),

Three-dimensional Communications (002115), National Technology (300077), Shanghai Belling (600171), BOCO (600289), North Latitude Communications (002148),

Hengbao Shares (002104), Eastern Communications (600776) etc.

1. Datang Telecom (600198):

The bank's EMV migration is equivalent to 1/3 of the scale of three-network integration and is expected to be launched in 2011. Obtained formal qualification certification in the first quarter; in the era of mobile Internet, mobile payment, as the killer application of 3G, is expected to achieve a business blowout after the standard is determined; the company is in the great convenience of China's emerging industries in the next 20 years, and there is room for imagination in future Internet of Things business Huge, every incident related to the Internet of Things itself constitutes a good opportunity to buy stocks; the reorganization of central enterprises creates room for stock price flexibility; in the context of government policies vigorously supporting strategic emerging industries, the company has made great progress in the Internet of Things, bank EMV cards, and social security cards. , UIM cards, electronic reading and other fields are involved or are already leading companies.

2. Northern Latitude Communications (002148):

3G brings new development opportunities to the mobile value-added industry. The bottleneck for the development of mobile value-added services lies with operators. In the 2G era, operators controlled the only channel between value-added service providers (SPs) and end users, limiting the development of SPs. As Internet and mobile phone terminal manufacturers strengthen their penetration into the industry chain, SP's status in the industry chain has risen, and development bottlenecks have faded. 3G network construction has brought about a large number of new value-added business models. The 3G benefit curve has moved to the value-added business end, and the industry has entered a stage of rapid development.

Mobile gaming has a bright future. Due to less bandwidth requirements, mobile gaming business is the fastest growing business during the initial phase of 3G construction. The improvement of 3G network construction and the popularization of smart terminals have brought about the rapid development of mobile game business. Mobile games are gradually encroaching on the handheld game market. The compound growth rate in the next three years is expected to reach 54%. In 2012, the domestic mobile game market is expected to reach 6.5 billion yuan.

3. FiberHome Communications (600498):

The company is one of the major equipment suppliers and comprehensive telecommunications solution providers for China’s communications infrastructure construction, with annual sales of optical cables exceeding 2 million. km, ranking second in the industry, FTTH products have become a market leading brand with significant brand advantages. The company is the only scientific research and industrial entity in China that integrates three major strategic technologies in the field of optical communications. It is also the earliest enterprise in my country engaged in the scientific research and production of optical communication transmission equipment and optical fiber cables. Because it is backed by the Wuhan Academy of Postal Sciences, the conversion rate of scientific research results and The efficiency is in a leading position in the domestic industry. The company is one of the top three domestic fiber optic cable manufacturers. In March 2009, it invested US$24 million to jointly establish Fujikura FiberHome Optoelectronic Materials Technology Co., Ltd. with Japan's Fujikura Co., Ltd. (accounting for 40%). Through cooperation, the company's optical fiber preform manufacturing technology and management level can be improved, ensuring sufficient supply of optical rods, and forming a complete industrial chain of optical rods, optical fibers, and optical cables.

4. Power source (add optional stocks) (600405):

Module power supply: The company currently holds 100% equity of Beijing Disaiqizheng Technology Co., Ltd. through acquisition. Diesage is mainly engaged in the R&D, production and sales of modular power supplies. Modular power supplies are components in the production of electronic equipment and are widely used in communication equipment, railway signals, medical equipment and industrial control. In 2008, the company's module power supply achieved sales revenue of 88.19 million yuan, a year-on-year decrease of 41%. Beijing Disaiqizheng Technology Co., Ltd. was awarded the title of Beijing High-tech Enterprise in 2008 for three years. After hard work, the company's wholly-owned subsidiary has become a qualified supplier of Huawei and has now begun supplying goods.

Brand: The company has the registered trademark "DPC" for high-frequency communication switching power supply.

The company is a mainstream supplier of domestic communication power supplies. The annual production capacity of communication switching power supplies is 11,500 sets, the annual production capacity of power modules is 65,000 units, and the annual production capacity of controllers is 12,000 units. It has been operated on a large scale in the five major domestic telecommunications operations. National public networks such as businesses and private networks of the military, public security, and water conservancy.

5. ZTE (000063):

The company’s global shipments of GSM and WCDMA are growing rapidly, its global new market share continues to increase, and its WCDMA product delivery capabilities have won first-class customers recognition. During the same period, the company's optical transmission products continued to maintain rapid development in Southeast Asia, Asia Pacific, South Africa and other regions, and also made certain progress in the Americas and Europe. FTTX products also continue to maintain a large market share in China.

6. Yiyang Xintong (600289):

The company's two core business areas are the information and communication technology (ICT) field and the intelligent transportation (ITS) field. Among them, the operation support system (OSS) is the top priority of the ICT business. In November 2008, the company signed a B2B e-commerce system project with China Mobile. It will provide China Mobile with B2B project software and hardware integration, application software development and supplier access services, making the company an important player in the operator's management support system (MSS). provider.

The company continues to maintain its technological and market advantages in the field of mobile phone network management; it won the bid for China Mobile's transmission resource network management system and won the unified construction projects of 31 provinces, cities and headquarters across the country; the company exclusively undertakes the construction The experience of China Mobile TD Phase I mobile network management system. Product advantages: The company's core competitive network management products have a wide market share and will maintain irreplaceable advantages in the future. The company's own software products, such as telecommunications network management software and information security products, are key technologies related to national communications security and require Chinese companies to complete their construction. Yiyang Security Technology Co., Ltd., a wholly-owned subsidiary, has obtained the computer information system integration (Grade A) qualification involving state secrets issued by the State Secrets Bureau.