Today, the media reported that the domestic 3G license is expected to be issued at the end of the year, by the impact of this news 3G concept sector rose fiercely, the sector shares almost all up. 3G license is expected to be issued early is in fact fully consistent with the current policy background. In the context of the global financial crisis, the telecommunications industry has also entered the corresponding adjustment. The relevant reporter learned from the operator's internal, in 4 trillion to boost domestic demand policy, in order to promote the telecommunications industry infrastructure construction to drive investment in other industries, the Ministry of Industry and Information Technology will advance the licensing time to the end of this year. The telecom operation industry is a very policy-oriented industry. Telecom network construction belongs to national infrastructure construction, and from historical data, the asset investment in telecom is volatile and has a lot to do with national policy, there is no rule to follow, but due to its strict market access policy, this monopoly also brings guarantee for its profitability. This telecom restructuring and the construction of 3G network will certainly bring a big investment in telecom fixed assets. The completion of the telecom restructuring, the construction of 3G network and the strong demand for domestic telecommunication equipment have brought good development space to the enterprises in the telecom industry. The development of the communications industry is weakly correlated with the development of the macro economy. Compared with other industries, the economic winter has also formed some pressure on the communication industry, but due to the special nature of the industry and the strong demand in the domestic market, it has provided a haven for the companies within the communication industry during this special period. For the communications equipment industry, the short term may affect the demand and purchasing power of telecommunication equipment, and the company has a certain impact with it, but the construction of telecommunication facilities is the infrastructure construction of the country, so in the long term, the demand will not change. There are several reasons for this: First, for the domestic, 3G means a $1 trillion market and a 10-year life cycle, so with the construction of 3G networks, China's mobile communication base station equipment market will face a large growth, and the growth rate is expected to reach about 30%. Second, with the completion of telecom restructuring, each operator needs to build or optimize their respective base networks, and the demand for materials and equipment is essential, providing a large market space for equipment manufacturers. In such an industrial background, the substantial strength of 3G-related stocks is completely reasonable. Digging potential 3G stocks is also the main work in the near future, investors can pay close attention to wire and cable leading Xinke materials (600255).

　　Yongding shares stopped, in science and technology to stop, for the benefit of the power grid and communications construction plate to open a great upside, in fact, the "Eleventh Five-Year Plan" period, China will usher in a new high tide of power grid construction, and 4 trillion to boost domestic demand policy, and may prompt the domestic 3G license to speed up the issuance, communications construction will also catch up, in such a context In such a context, the cable will become the main supporting products for the construction of power grids and communications, so it is not difficult to understand the Yongding shares and in the word of Yinghua stop, the same, the second line of wire and cable industry leader Xinke materials (600255) will not be an exception to the company's wire and cable branch is the production of wire and cable and communication cable professional enterprises, the main products are: communication cable, plastic power cable, cross-linked power cable, irradiated The main products are: communication cables, plastic power cables, cross-linked power cables, cross-linked power cables, irradiated low-smoke halogen-free flame retardant (fire-resistant) power cables, fire-resistant resistance class cables, plastic control cables, overhead cables, bare wires, cloth wires, data cables, computer cables, irradiated cross-linked special cables, shielded cables, automotive connection cables, UL electronic cables, power cables, ROHS environmental protection power cables, etc.. The company's various products are produced in strict accordance with national standards and the communication cable products have passed the national Ministry of Information Industry's Thiel product certification. The company will benefit from the grid construction and 3G communication construction speed up in the future, the development prospects are extremely broad!