Fexon Technology Ltd reports: In addition, the TD industries of a link in the chain(Fexon Technology Ltd) has a comparative advantage and leading ability also likely to benefit. For example flames with Datang Mobile Communications cooperation in the transmission equipment, a small amount of revenue and fiber manufacturers can be prosperous photoelectric gains, and telecommunications systems integrators Huaqingtiancheng, TD test chip design in a letter to test , engaging in the communications construction of this project billion-the number of ICT can also benefit. In addition to these companies associated with high TD, in addition to corporate governance, performance, are relatively healthy.
In addition, there is news that as a TD concept stocks in the CPE manufacturers Qingdao Haier, has no business operating the three G. Powerful as Haier, why give up the 3 G business? Worth investors thought.
In fact, there is a very simple accounts. Mobile in the first round of bidding in 2007 for the TD is 26.7 billion yuan, the system equipment products accounted for about 15 billion yuan to 180 billion yuan, terminal products around 3 billion -40 billion, and infrastructure about 90 billion .
However, the capital market ignored an important fact - mobile orders, the majority will be ZTE, Huawei, Siemens, Ericsson, Nokia, and other companies carved up, the actual listed companies fall into the pockets of the rest of
More importantly, the concept of capital investment may have forgotten that the people - the public only saw the TD Fangxiao bring more orders, but orders growth is not equivalent to the increase in profits.
China Unicom is likely to become more TD Fangxiao victims. TD Fangxiao because China Unicom may face the loss of user difficulties currently has 369 million mobile users, China Unicom has 162 million users. According to the current user ratio calculation, if the release of 300,000 that China Unicom may be the loss of 100,000 users swap, and the loss of high-end customers are.(Fexon Technology Ltd)
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