the leading stock in the p>5g industry: 1. The main equipment leader: ZTE 111163; 2. Chip and module leader: Datang Telecom 611198; 3. Base station chip accessories faucet: Haite Gaoxin 112123; 4. Operating system leader: Zhongke Chuangda 311496; 5. Mobile phone antenna faucet: Xinwei Communication 311136; 6. RF chip packaging faucet: Jingfang Technology 613115; 7. RF device faucet: Fei Rong Da 311612; 8. RF cable faucet: Jinxin Nuo 311252.

ZTE 111163

ZTE 111163: 5G leading stock, the company's 5G base station filter products are one of the first choices of many equipment manufacturers at home and abroad, and some products have been shipped in small batches or are in the same development stage with customers. High-frequency, high-speed, high-current and photoelectric products have strong profitability, but due to certain barriers, the development of this product line needs a certain amount of time accumulation and technology precipitation. At present, the company has started business cooperation with some equipment manufacturers. In 2121, the revenue was 111.5 billion, an increase of 11.81% compared with last year; Gross profit margin is 31.61%.

Datang Telecom 611198

Datang Telecom 611198: Datang Telecom is a high-tech enterprise controlled by the Institute of Telecommunications Science and Technology, mainly engaged in microelectronics, software, communication equipment and other related businesses. At present, the company's business mainly covers integrated circuit design, software non-application, terminal design and mobile Internet. Since 2115, the strategic layout of the company has gradually changed from "core-end-cloud" to "integrated circuit+"as the core of the industrial chain layout, and the development direction has been further focused.

hite high-tech 112123

hite high-tech 112123: The actual operation in the first quarter of 2121 improved year-on-year. According to the company's investor relations records, the company's business gradually improved in the first quarter. Excluding the influence factors of changes in the fair value of Guiyang Bank's shares on the consolidated statements of the company, the net profit after deduction in this period was-6 million yuan to 17.4 million yuan, an increase over the same period in 2119. It is estimated that the net profit in 2121-2122 will be 1.3/2.3/351 million yuan, and PE will be 91/49/31 times. The third generation semiconductor wafer manufacturing is a "bottleneck" link. Considering the strategic value of independent control of core high-end chips and the scarcity of gallium nitride business, the company will give 71 times PE in 2121, with a target market value of RMB 16 billion.