Double gigabit
During the two sessions in March, Gigabit optical network and 5G were included in the government work report. After that, the Ministry of Industry and Information Technology proposed to basically build a "double gigabit" network infrastructure covering urban areas and qualified towns and villages in three years to realize the universal "gigabit-to-the-home" capability of fixed and mobile networks. The National Development and Reform Commission (NDRC) said that it is necessary to moderately promote the construction of "dual Gigabit" networks, promote the coverage and enjoyment of 5G networks in an orderly manner, and continue to promote the upgrading of urban Gigabit networks and the construction of fiber-to-the-home. "Double Gigabit" has helped the demand for optical fiber and cable to grow and become a classic hot word of the year.
China's 14th Five-Year Plan
202 1 is the first year of the Tenth Five-Year Plan, and related plans have been released one after another, which has pointed out the direction for the development of the communication industry. The Tenth Five-Year Plan issued by the Ministry of Industry and Information Technology pointed out that by 2025, the accumulated investment in information and communication infrastructure will reach 3.7 trillion yuan, and the world's largest 5G autonomous networking network will be built to achieve comprehensive coverage of cities and towns, basic coverage of administrative villages and deep coverage of key application scenarios; Gigabit optical fiber network to achieve basic coverage of urban and rural areas. The "14th Five-Year Plan" hot words appeared frequently in the first year of development, which provided impetus and direction for the development of optical fiber and cable industry.
anti-dumping
For the optical fiber and cable industry, anti-dumping is directly related to the interests of enterprises and has attracted much attention. Overseas, the European Commission made a final countervailing ruling on optical cables originating in China, and decided to levy a countervailing duty of 5. 1% 10.3% on the products involved. At the same time, China's anti-dumping duty on optical cables was adjusted to14.6% and 33.7%. China's Ministry of Commerce imposed anti-dumping duties ranging from 7.9% to 46% on non-dispersion shifted single-mode optical fibers originating in Japan and South Korea.
Rising material prices
The fluctuation of raw material price directly affects the manufacturing cost of optical fiber and cable. At the beginning of 20021,the price of basic raw materials soared, which directly led to the soaring price of raw materials for optical fibers and optical cables. The rising prices of raw materials such as sheath material, PBT, steel wire and steel strip have brought double pressure to the production of optical fiber and cable. At the same time, it is also an important reason for China Mobile to adjust the bidding rules and implement the linkage mechanism of material prices.
Carbon Peak and Carbon Neutralization Target
Double carbon is the abbreviation of peak carbon dioxide emission and carbon neutrality. Strive to achieve the peak of carbon dioxide emissions by 2030 and achieve carbon neutrality by 2060. "Carbon dioxide emission peak, carbon neutral" has become a hot word in 202 1. Enterprises related to optical fiber and cable closely follow the national policies and fully practice in the fields of production, energy and data center. , and is committed to taking the road of green and sustainable development to help the whole industry and even the country achieve the goal of double carbon.
industrial internet
With the advancement of global digitalization, the new concept of "5G+ Industrial Internet" appeared in 202 1 and it is very popular. The Ministry of Industry and Information Technology requires deepening the integration and innovation of "5G+ Industrial Internet" and accelerating the promotion of typical application scenarios. Industry enterprises are also deepening their practice in the field of industrial Internet. Industrial Internet is not only conducive to the digital transformation of enterprises, but also conducive to the expansion of industrial layout. Based on different scenarios of industrial Internet applications, it has become an important research and development direction to launch more new optical cable products.
Financing and financing
Financing has become an important means for enterprises to enhance their competitiveness, or the thickness of investment funds in a certain business. 202 1 Information on financing and fund-raising in optical fiber and cable industry appears frequently. Changxin received 300 million yuan in Series A financing, Yongding raised10.80 billion yuan for special optical fiber projects, and Tongguang raised 590 million yuan to invest in marine communication equipment, etc., all of which showed the strong ability of industry enterprises to "expand their troops and prepare for war".
industrial expansion
Industrial expansion is regarded as one of the important means for enterprises to increase profit channels and resist market risks. 202 1 Information about the industrial expansion of optical fiber and cable industry continues to be wonderful. The optical fiber and cable enterprises represented by Chang Fei, Hengtong, Zhongtian, Fiberhome and Yongding continue to extend the industrial chain, or enter the field of power optical cable and submarine cable, or deepen the layout in the fields of optical module, quantum communication and new energy.
Joint venture merger and acquisition
Joint venture M&A has become an important way for enterprises to quickly seize the high-end position in the industry and quickly open the market. 202 1, joint ventures and mergers and acquisitions in the optical fiber and cable industry are frequent. Chang Fei Company completed the acquisition of 0/00% equity of Belden Bolilong Indú stria de Cabos Especiais LTDA. (referred to as "Bolilong")/Kloc to further strengthen its overseas business; Zhongtian Ocean Engineering, a wholly-owned subsidiary of Zhongtian Technology, and Guangdong Goldwind Technology jointly established Nanhai Ocean Engineering Co., Ltd., which is engaged in offshore wind power engineering contracting business, undertaking offshore wind power infrastructure construction, installation and maintenance of wind turbines and other engineering services, further consolidating its leading position in the marine industry.
Ocean communication
At present, going deep blue has become another battleground for enterprises in the optical fiber and cable industry. 202 1, in the field of marine communication, industry-related enterprises continue to complete the layout and breakthrough. Hengtong offshore wind power project has been delivered continuously, and the submarine optical cable has been delivered for more than 40,000 kilometers. The first long-distance submarine optical cable in Chang Fei was successfully delivered; Zhongtian technology has broken through the relevant neck-sticking technology in the field of submarine cables; Yongding shares layout submarine cable business. In the field of submarine cables, enterprises in this industry have been able to provide design, manufacturing, construction and service package solutions.
In 20021year, with the help of multiple factors, the optical fiber and cable industry began to develop well, and it is not difficult to find out the top ten hot words of the year from the perspective of industry and enterprises. No matter in the low ebb or high boom, the optical fiber and cable industry has a good market development prospect, and the industry enterprises also show the eternal power of vigorous development. The year 2022 has already begun. Under the guidance of policies and markets, the growth cycle is about to move from imagination to reality.