3 G the concept in the capital market although prosperous

3 G cell phone jammer first year at the start the equipment industry chain business cent eats 280 billion
3 G licenses issued approaching, "the next two years is expected to exceed 280 billion 3 G cell phone jammer investment." Work for LiYiZhong minister letter a 3 G the concept of hype continue to add salary, yesterday with communication equipment, as a representative of the 3 G the concept by market hot again holding, ST datang, science and technology, four and number generator electronic communication, Mr. D, huiyuan communication harden, zte or more than 4%, China Unicom and inverse city accept red. Countries ChenYunGong securities analysts suggested choice gold 3 G industry chain investment strategy: preferred zte and Wuhan every valley, focus on violence over the communication, YangXin attempting the measurement and faith.
Mobile devices to 100 billion points
3 G official start in the second half of next year at the earliest, operators from 3 G business too early to share, but for infrastructure investment but is already a do-or-die, China mobile has been completed two issue of TD base station tender, recently, China telecom and China Unicom’s equipment tendering will also started.
According to the securities industry analysts JiangYing capital introduction, used in 3 G cell phone jammer project investment, in general, 50% to 60%, with the remaining 40% is used in civil engineering. In the equipment investment in big head is mobile equipment supply base station construction, 70% of them take up around, that is in 280 billion the red envelopes, mobile equipment provider the block has points to about 100 billion, the product needs to have the guarantee, and these bargaining power strong large equipment business from 3 G business have profit will also increased.
The rest of the investment in equipment including about 8% to 10% optical transmission equipment, in addition, software support investment also has about 8% of the proportion. 3 G investment will also pull electronic components, such as various raw materials upstream the needs of the enterprises, but these industry competition is intense, supply a ability is not high counsel, pull a limited role.
3 G the concept in the capital market although prosperous, senior analyst at Pacific securities LiuJiWei is warning: now more should remind risk, really good news when released, the shipment. As a weak cyclical industry, 3 G construction as a national focus on the development of industry, future will give related equipment owners have long-term order, but the whole plate continues for a long time, but does not like traditional cyclical industry that short-term effects, the whole plate was still going strong need information about the driver.