May 17thFibawc2023qualifiersphilippinesThe share price of Xinwei Communications (300136) rose sharply, and as of 14:01, it was up 5%.Fibawc2023qualifiersphilippines.20%, at 19.42 yuan per share, a transaction of 467 million yuan, a turnover rate of 3.01%, and an amplitude of 6.50%.

News interpretation

On May 17, 2024, at the World Telecom and Information Society Day Conference, China Telecom, China Mobile, China Unicom and China Radio and Television jointly announced the launch of commercial promotion of 5G different network roaming. 5G off-network roaming means that users can access the 5G networks of other operators and continue to use 5G services when their operators do not have 5G network coverage. This is of great significance to reduce signal blind spots, enhance user experience, and speed up 5G network coverage, especially in remote areas and rural areas. In the 14th five-year Plan for the Development of the Information and Communications Industry issued by the Ministry of Industry and Information Technology in 2021, the Ministry of Industry and Information Technology proposed to further promote the co-construction and sharing of telecommunications infrastructure, support the co-construction and sharing of 5G access networks, and promote 5G different network roaming, gradually forming a mobile communication network pattern of multi-network coexistence in hot spots and one network support in remote areas. On May 17 last year, Xinjiang launched the world's first commercial trial of 5G different network roaming, with the number of daily roaming users, roaming data volume and roaming call time exceeding 34000, 2000GB and 200h respectively, effectively verifying the commercial feasibility of the existing 5G different network roaming network. The relevant provinces will formulate specific promotion plans to speed up the landing of the promotion. The Ministry of Industry and Information Technology will guide relevant units to carry out 5G different network roaming commercial use on the basis of evaluating roaming demand, take effective regulatory measures, constantly optimize 5G different network roaming service quality, and ensure 5G different network roaming efficient and stable. In addition, in order to achieve 5G different network roaming, the core network equipment of existing operators need to be upgraded, while the wireless side equipment such as base stations do not need to be upgraded.

In 2022, Huawei established a 5G alliance with the Thailand Digital economy Promotion Bureau, the Office of the Digital economy and Social Commission, operators and the Thai Communications Association to promote the application of 5G in various industries and promote the development of Thailand's 5G ecosystem. Release the momentum of Thailand's digital economy. As one of the first incubation cases of the 5G Alliance, the Thai factory of Midea Household Air conditioning Division has become a demonstration site for the transformation of intelligent manufacturing in Southeast Asia. Mr. Phupa Akavipat, acting Chief Enterprise Business Officer of Thai operator AIS, said that he would replicate the experience of working with Chinese companies to help more manufacturers land 5G factories in Thailand.

In addition, data statistics show that in the past half a year, 2 brokerages have given suggestions to increase their holdings and 6 brokerages have given buying suggestions.

Capital trend

As of press time, Xinwei Communications received a net inflow of 62.16 million yuan, of which super-large single inflow was 50.28 million yuan and large single inflow was 11.88 million yuan. Data show that today's net inflow of the stock has increased by 76.9 million yuan compared with the average net inflow of nearly 5 days.

In terms of margin trading, Xinwei Communications received a net purchase of 740000 yuan on May 15, and the financing balance of the stock on that day was 1.28 billion yuan, which increased by 0.06% over the previous day, achieving three consecutive increases; the margin balance of the stock was 12.78 million yuan, and the margin margin was 658200 shares, an increase of 8.17% over the previous day. As of May 15, the stock had a total margin balance of 1.292 billion yuan.

In terms of northbound funds, Xinwei Communications received northbound funds to increase its holdings by 795900 shares on May 16. As of May 16, northbound funds currently hold a total of 16.9043 million shares of Xinwei Communications, with a market capitalization of 328 million yuan, accounting for 1.74% of the outstanding shares.

Main business and performance

Xinwei Communications Company's main business is R & D, production and sales of mobile terminal antenna system products and provide related technical services.

According to the latest financial report, in the first quarter of this year, Xinwei Communications achieved operating income of 1.858 billion yuan, an increase of 6.97% over the same period last year, and a net profit of 152 million yuan, an increase of 4.49% over the same period last year, and basic earnings per share was 0.16 yuan.

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