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11月yue25日ri,在zai“第di九jiu届jie中zhong国guo无wu线xian国guo际ji峰feng会hui”上shang,工gong业ye和he信xin息xi化hua部bu副fu部bu长chang奚xi国guo华hua明ming确que表biao示shi,当dang前qian电dian信xin重chong组zu基ji本ben就jiu绪xu,而er经jing过guo多duo年nian努nu力li,目mu前qian中zhong国guo发fa放fang3G牌pai照zhao的de时shi机ji已yi基ji本ben成cheng熟shu。
同tong时shi,《中zhong国guo经jing营ying报bao》记ji者zhe从cong多duo个ge手shou机ji企qi业ye处chu了le解jie到dao,他ta们men从cong运yun营ying商shang处chu获huo得de消xiao息xi,由you于yu3个ge牌pai照zhao将jiang同tong时shi发fa放fang,正zheng在zai抓zhua紧jin研yan发fa3种zhong制zhi式shi的de产chan品pin,加jia快kuai布bu局ju。
受shou此ci消xiao息xi的de强qiang烈lie刺ci激ji,通tong信xin板ban块kuai最zui近jin一yi周zhou持chi续xu走zou强qiang,并bing一yi跃yue成cheng为wei大da盘pan领ling涨zhang板ban块kuai。在zai2009年nian全quan球qiu经jing济ji环huan境jing萎wei靡mi的de大da环huan境jing中zhong,中zhong国guo通tong信xin行xing业ye将jiang有you可ke能neng成cheng为wei相xiang对dui安an全quan的de避bi风feng港gang。
3G发fa牌pai启qi动dong2100亿yi投tou资zi
2008年nian5月yue启qi动dong了le新xin一yi轮lun电dian信xin重chong组zu之zhi后hou,工gong信xin部bu明ming确que了le重chong组zu顺shun利li完wan成cheng之zhi后hou,将jiang尽jin快kuai发fa放fang3G牌pai照zhao的de思si路lu,半ban年nian之zhi内nei发fa牌pai几ji乎hu没mei有you了le悬xuan念nian。
来lai自zi西xi南nan证zheng券quan的de投tou资zi报bao告gao认ren为wei,对dui于yu国guo内nei而er言yan,3G意yi味wei着zhe一yi个ge1万wan亿yi美mei元yuan的de市shi场chang和he10年nian的de生sheng命ming周zhou期qi,所suo以yi随sui着zhe3G网wang络luo的de建jian设she,我wo国guo移yi动dong通tong信xin基ji站zhan设she备bei市shi场chang将jiang面mian临lin较jiao大da幅fu度du的de增zeng长chang,预yu计ji增zeng长chang率lv将jiang达da到dao30%左zuo右you。
由you于yu中zhong国guo的de电dian信xin运yun营ying结jie构gou不bu合he理li,电dian信xin固gu定ding资zi产chan投tou资zi停ting滞zhi不bu前qian,通tong信xin行xing业ye多duo年nian来lai都dou没mei有you出chu现xian大da规gui模mo的de设she备bei投tou资zi,但dan电dian信xin重chong组zu完wan成cheng后hou竞jing争zheng格ge局ju的de改gai变bian和he3G业ye务wu预yu期qi将jiang使shi得de电dian信xin投tou资zi出chu现xian恢hui复fu性xing增zeng长chang。
从cong对dui手shou机ji企qi业ye的de增zeng长chang情qing况kuang来lai看kan,如ru在zai3G带dai动dong下xia每mei年nian增zeng加jia5000万wan用yong户hu更geng换huan手shou机ji,以yi每mei部bu手shou机ji1000元yuan计ji算suan,每mei年nian将jiang会hui增zeng加jia5000亿yi元yuan的de产chan值zhi。
此ci前qian,运yun营ying商shang纷fen纷fen公gong布bu了le未wei来lai的de投tou资zi计ji划hua,在zai3G牌pai照zhao发fa放fang后hou未wei来lai两liang到dao三san年nian内nei将jiang投tou入ru2100亿yi元yuan进jin行xing网wang络luo建jian设she。其qi中zhong,中zhong国guo移yi动dong将jiang在zaiTD-SCDMA上shang投tou资zi300亿yi元yuan;中zhong国guo联lian通tong将jiang在zaiWCDMA上shang投tou资zi1000亿yi元yuan;中zhong国guo电dian信xin将jiang在zaiCDMA2000上shang投tou资zi800亿yi元yuan。大da规gui模mo的de网wang络luo建jian设she对dui于yu拉la动dong经jing济ji、带dai动dong相xiang关guan产chan业ye的de发fa展zhan有you较jiao大da的de作zuo用yong。
截jie至zhi2008年nian10月yue31日ri,通tong信xin设she备bei行xing业ye上shang市shi公gong司si三san季ji报bao发fa布bu完wan毕bi。西xi南nan证zheng券quan对dui通tong信xin板ban块kuai25家jia上shang市shi公gong司si进jin行xing统tong计ji,2008年nian前qian三san季ji度du,通tong信xin设she备bei行xing业ye增zeng长chang态tai势shi良liang好hao。这zhe25家jia公gong司si营ying业ye收shou入ru同tong比bi增zeng长chang13.47%,营ying业ye利li润run同tong比bi增zeng长chang12.80%,净jing利li润run同tong比bi增zeng长chang17.30%。
2008年nian第di四si季ji度du,随sui着zhe电dian信xin重chong组zu的de完wan成cheng,国guo内nei大da规gui模mo的de电dian信xin招zhao标biao已yi经jing开kai始shi,通tong信xin设she备bei行xing业ye已yi步bu入ru投tou资zi主zhu题ti,国guo内nei通tong信xin设she备bei厂chang商shang无wu疑yi是shi最zui大da的de受shou益yi者zhe。同tong时shi3G网wang络luo的de大da规gui模mo建jian设she,也ye将jiang会hui给gei通tong信xin设she备bei行xing业ye带dai来lai更geng大da的de发fa展zhan机ji遇yu,行xing业ye未wei来lai业ye绩ji可ke期qi。
行xing业ye强qiang于yu大da势shi
银yin河he证zheng券quan分fen析xi师shi王wang国guo平ping认ren为wei,2009年nian中zhong国guo电dian信xin行xing业ye看kan点dian非fei常chang多duo,电dian信xin投tou资zi增zeng速su加jia快kuai促cu进jin通tong信xin设she备bei行xing业ye发fa展zhan,电dian信xin重chong组zu和he即ji将jiang发fa放fang的de3G牌pai照zhao将jiang会hui大da幅fu提ti升sheng运yun营ying商shang的de资zi本ben支zhi出chu,这zhe给gei设she备bei厂chang商shang收shou入ru增zeng长chang提ti供gong了le很hen好hao的de机ji会hui。
从cong目mu前qian我wo国guo三san家jia电dian信xin运yun营ying商shang的de收shou入ru结jie构gou来lai看kan,基ji本ben来lai源yuan于yu国guo内nei消xiao费fei,受shou国guo际ji市shi场chang影ying响xiang程cheng度du很hen小xiao,尽jin管guan目mu前qian的de经jing济ji危wei机ji短duan期qi内nei对dui其qi发fa展zhan有you一yi定ding的de制zhi约yue,但dan长chang期qi来lai看kan呈cheng弱ruo相xiang关guan。
西xi南nan证zheng券quan分fen析xi了le以yi下xia两liang点dian原yuan因yin:其qi一yi,电dian信xin运yun营ying行xing业ye从cong消xiao费fei角jiao度du看kan,有you些xie类lei似si于yu日ri用yong消xiao费fei品pin行xing业ye,人ren们men对dui电dian话hua及ji宽kuan带dai的de依yi赖lai性xing日ri益yi增zeng强qiang,消xiao费fei不bu会hui随sui着zhe经jing济ji的de不bu景jing气qi而er有you所suo下xia降jiang。
其qi二er,电dian信xin运yun营ying行xing业ye是shi一yi个ge政zheng策ce性xing很hen强qiang的de行xing业ye,电dian信xin网wang络luo建jian设she属shu国guo家jia基ji础chu设she施shi建jian设she,从cong历li史shi数shu据ju看kan,电dian信xin固gu定ding资zi产chan投tou资zi波bo动dong较jiao大da,与yu国guo家jia政zheng策ce有you很hen大da关guan系xi,没mei有you规gui律lv可ke循xun,但dan由you于yu其qi严yan格ge的de市shi场chang准zhun入ru政zheng策ce,这zhe种zhong垄long断duan性xing也ye为wei其qi盈ying利li能neng力li带dai来lai保bao证zheng。此ci次ci电dian信xin重chong组zu及ji3G网wang络luo的de建jian设she,必bi然ran会hui带dai来lai电dian信xin固gu定ding资zi产chan的de大da投tou资zi。
因yin此ci,王wang国guo平ping也ye提ti醒xing,并bing不bu是shi所suo有you3G板ban块kuai里li面mian的de股gu票piao都dou会hui真zhen正zheng的de从cong3G投tou资zi里li面mian获huo得de好hao处chu。未wei来lai受shou益yi的de可ke能neng是shi三san个ge方fang面mian,第di一yi是shi无wu线xian业ye务wu,网wang优you业ye务wu和he测ce试shi业ye务wu这zhe种zhong业ye务wu的de设she备bei厂chang商shang;第di二er个ge是shi做zuo支zhi撑cheng系xi统tong的de公gong司si;另ling外wai还huan值zhi得de我wo们men关guan注zhu的de,做zuo终zhong端duan业ye务wu的de,毕bi竟jing3G出chu来lai以yi后hou终zhong端duan需xu求qiu比bi较jiao大da。只zhi是shi对dui于yuA股gu来lai说shuo,单dan独du做zuo终zhong端duan、也ye就jiu是shi做zuo手shou机ji厂chang商shang的de企qi业ye,其qi业ye绩ji可ke能neng都dou不bu太tai支zhi持chi它ta未wei来lai走zou强qiang。 【更geng多duo内nei容rong请qing关guan注zhu科ke技ji频pin道dao】
【原文】