Education, Smartphone, Advertisement, Intelligent Office, Laptop, Smartphone, Wireless Conference, Wireless Synchronizing Screens
the digital economy industry is developing at the right time, the telecom business income is accelerating, and multi company layout of digital economy + the national strategy of” counting East and west “.
and
eight communication companies recorded the highest growth rate in nearly five years in 2021.
and
on the evening of March 23, the communication giant released its first annual report since its return to a shares, which is remarkable.
and
show that in 2021, China Mobile’s net profit attributable to the parent company was 115.937 billion yuan, a year-on-year increase of 7.5%, and the proportion of cash in the profit of 2021 was 60%. A few days ago, the company also released its operation data in February 2022. The mobile business and wired broadband business have a net increase of 1.084 million customers, of which the wired broadband business has a net increase of 1.713 million customers this month, keeping the industry leading, and the expansion of smart home has achieved remarkable results. According to the statistics of
, 
and
times · data treasure, as of March 23, the sector has released a total of 28 2021 annual report (notice) shares, with a disclosure rate of more than 80%, ranking in the forefront of the industry. Only four companies have published annual reports, including the operating three giants China Mobile,, and.
and
from the perspective of net profit growth (forecast stocks are calculated at the lower limit), the net profit of 17 shares increased in 2021, and the growth of Beiwei communication, Yitong technology exceeded 200%, mainly due to the low net profit base of the previous year. From the perspective of
and
Education, Smartphone, Advertisement, Intelligent Office, Laptop, Smartphone, Wireless Conference, Wireless Synchronizing Screens
, the net profit growth of eight companies in 2021 reached the highest level in recent five years, including,,, etc. Among them, the growth rate of China Mobile reached the highest level since 2009 (nearly 13 years). During the reporting period, the company grasped the new opportunities for industry growth brought by the acceleration of 5g development and the vigorous development of digital economy, adhered to the value management based on scale, and continued to promote the all-round and integrated development of chbn.
, 
and
focus on R & D. the total R & D expenditure of the three operators exceeds 30 billion yuan.
and
from the perspective of the net profit of the companies issuing the annual report (notice), 15 companies achieved profits and 13 companies lost money in 2021. China Mobile takes the lead with a net profit scale of more than 100 billion; China Telecom and China Unicom ranked second and third, with 25.952 billion yuan and 6.305 billion yuan respectively.
and
China Mobile can be called an absolute Big Mac in terms of profit and scale. The net profit of China Mobile is higher than the total net profit of 14 profit-making stocks, five times that of China Telecom and 19 times that of China Unicom. The
and
communication sectors, like the national defense industry and computer industry, attach great importance to R & D and strategic layout. In 2020, the R & D investment intensity of these three industries will exceed 7%. According to the statistics of
and
, only the three major operators’ R & D expenditure exceeded 1 billion yuan in 2020. In 2021, the R & D expenditure of the three companies increased to varying degrees, of which China Mobile reached 15.577 billion yuan, a year-on-year increase of 40.3%.
, 
and
Education, Smartphone, Advertisement, Intelligent Office, Laptop, Smartphone, Wireless Conference, Wireless Synchronizing Screens
telecom business revenue accelerated and laid out the national strategy of “counting East and counting West”. According to the monthly data released by the Ministry of industry and information technology and the three major operators, China’s telecom business revenue from January to February totaled 258.6 billion yuan, a year-on-year increase of 9%, and the cumulative growth rate reached a new high since 2015. Among them, the emerging business revenue of operators increased by 34% year-on-year, and the cloud computing revenue increased by 125% year-on-year.
and
indicate that according to the historical data, the telecom business income of the Ministry of industry and information technology is highly correlated with the service income of the three major operators, and the fitting degree of income growth is high. Considering the higher than expected growth of China’s telecom business revenue from January to February, it is optimistic that the three major operators will achieve good growth in the first quarter of 2022.
at present, computing power has become the core productivity of digital economy. With the stable development of traditional services, telecom operators have increased investment in new services. On the occasion of the full launch of the “Eastern digital and Western computing” project, the three giants of operators have stated that they attach great importance to the national strategy, actively participate in it, and fully undertake the national “Eastern digital and Western computing” project.
and
China Mobile’s IDC (Data Center) revenue reached 16.2 billion yuan in 2020, with a year-on-year increase of 54.4%, and the available racks of IDC reached 360000. Following the changes of national strategy and industrial trend, China Mobile put forward a new positioning of “creating a world-class scientific and technological innovation company”, accelerated the layout of a new blue ocean of digital economy, and made every effort to build a new information service system of “connection + computing power + capability” based on 5g + computing power network + smart console, so as to create a new model of value growth. According to public information, in November last year, China Mobile released the white paper on computing power network, which systematically explained the background, core concept, application scenario, development path and technological innovation of computing power network.
and
are accelerating the construction / expansion projects of new data centers with high computing power, high security, green and low carbon at the nodes of four national East digital hubs in Beijing Tianjin Hebei, the Yangtze River Delta, the Great Bay area of Guangdong, Hong Kong, Macao and Chengdu Chongqing. Focusing on the five elements of “digital network”, “digital button”, “digital chain”, “digital brain” and “digital shield”, speed up the construction of data center layout, computing power scheduling system, data circulation, data application and security capacity.
, 
,
,
,
,
and
9-share layout of digital economy + East digital West computing
and
data treasure statistics. In addition to the three major operators, there are six companies that layout the concept of digital economy or East digital West computing, such as. From the market performance of
and
, as of March 23, these 9 stocks have risen slightly since March, and Dr. Peng and Peng have increased by more than 10%; Among them, Leon technology increased by more than 15% in the month. In response to the national call, based on Sichuan, the company introduced IDC cabinet, and plans to build a technologically leading and nationwide artificial intelligence demonstration base, with the goal of promoting the development of local digital economy and improving the overall computing power level of data center.
and
China Mobile increased by 6.62% in total, with a market value of more than trillion, ranking first in the communication service industry.
(source: Securities Times)