工信部发布5G移动通信在3~5GHz频段使用规划

ylm113006016

<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">近日，我国第五代移动通信系统（简称“5G系统”）频率使用规划取得重大进展。为适应和促进5G系统在我国的应用和发展，根据《中华人民共和国无线电频率划分规定》，结合我国频率使用的实际情况，工业和信息化部发布了5G系统在3000-5000MHz频段（中频段）内的频率使用规划，我国成为国际上率先发布5G系统在中频段内频率使用规划的国家。<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);"><p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);"><p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">规划明确了3300-3400MHz（原则上限室内使用）、3400-3600MHz和4800-5000MHz频段作为5G系统的工作频段；规定5G系统使用上述工作频段，不得对同频段或邻频段内依法开展的射电天文业务及其他无线电业务产生有害干扰；同时规定，自发布之日起，不再受理和审批新申请3400-4200MHz和4800-5000MHz频段内的地面固定业务频率、3400-3700MHz频段内的空间无线电台业务频率和3400-3600MHz频段内的空间无线电台测控频率的使用许可。国家无线电管理机构将负责受理和审批上述工作频段内5G系统的频率使用许可，相关许可方案、设备射频技术指标和台站管理规定另行制定和发布。<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">   <p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">5G系统是我国实施“网络强国”“制造强国”战略的重要信息基础设施，更是发展新一代信息通信技术的高地。频率资源是研发、部署5G系统最关键的基础资源，根据技术和应用特点及电波传播特性，5G系统需要高（24GHz以上毫米波频段）、中（3000-6000MHz频段）、低（3000MHz以下频段）不同频段的工作频率，以满足覆盖、容量、连接数密度等多项关键性能指标的要求。本次发布的中频段5G系统频率使用规划综合考虑了国际国内各方面因素，统筹兼顾国防、卫星通信、科学研究等部门和行业的用频需求，依法保护现有用户用频权益，能够兼顾系统覆盖和大容量的基本需求，是我国5G系统先期部署的主要频段。<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">   <p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">为保证规划制定的科学性、合理性，工业和信息化部结合《中华人民共和国无线电频率划分规定》修订和国际电联2019年世界无线电通信大会相关议题的准备工作，全面梳理了相关频段国内外的规划和使用现状，跟踪研究全球主要国家或组织的5G系统频谱策略。根据频谱需求预测、电磁兼容和共存技术分析结论，经各方协调、科学分析论证、专家咨询、向社会公开征求意见等程序，最终形成了正式的频率使用规划方案，并向社会主动公开发布。<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">   <p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">此次工业和信息化部率先发布5G系统在中频段的频率使用规划，将对我国5G系统技术研发、试验和标准等制定以及产业链成熟起到重要先导作用。后续，工业和信息化部将继续为5G系统的应用和发展规划调整出包含高频段（毫米波）、低频段在内的更多的频率资源。<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">
<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">方正证券认为：5G不仅给人带来的是更快的网络传输速率和更低的资费，而且让万物互联成为可能。预计三大运营商4G累计投资5600亿左右，是3G的2.5倍，5G全覆盖预计累计投资2.3万亿左右，投资规模是4G的4倍。运营商花费更多的时间培育市场需求，资本开支方面的投资也就呈现出更加平缓，周期更加长，全覆盖将是一个长期目标。<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">
<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">按照目前中国三大运营商4G成熟网络预测，目前中国三大电信运营商4G基站数超过380万，累计投资超过5700亿，建设周期5-6年左右。判断未来5G初期完成30%热点区域连续性覆盖，整体投资大概为7000亿左右，但是由于盈利模式受限，其投资周期预计将长达10年。<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">
<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">投资机会方面，手机天线：数量增多，小型化及封装难度增大，关注相关手机天线封装厂商。相关标的信维通信、硕贝德、杰盛康和昆山耀登 。<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">
<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">射频电子器件：射频前端数量增多，单价提升（采用GaN或者GaAs等新材料，成本提升）。相关标的：麦捷科技、三安光电、国民技术、晶方科技、华天科技等。<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">
<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">射频连接器：数量增加，价格方面向上依然没有弹性。相关标的：东吴通信、金信诺等。<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">
<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">基带芯片：随着基站数量而增加，手机基带芯片很难上升，数字芯片设计方面比较成熟，初期价格偏贵。华为、中兴微电子、大唐电信、展讯等。<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">
<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">基站天线：数量增多，但是未来小基站或者有源天线增多，考验传统天线厂商的集成能力，产业话语权向设备厂商转移。相关标的：京信通信、通宇通讯等。<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">
<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">接入网设备：基站数量增加，上游成本加大导致价格上升，无线设备是4G的1.5-2倍左右。相关标的：华为、中兴通讯。<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">
<p helvetica="" neue",="" helvetica,="" "hiragino="" sans="" gb",="" "microsoft="" yahei",="" arial,="" sans-serif;="" font-size:="" 16px;="" background-color:="" rgb(255,="" 255,="" 255);="" box-sizing:="" border-box="" !important;="" word-wrap:="" break-word="" !important;"="" style="word-wrap: break-word; padding: 0px; border: 0px; overflow: hidden; font-family: Tahoma, "Microsoft Yahei", Simsun; background-color: rgb(255, 255, 255); max-width: 100%; clear: both; min-height: 1em; color: rgb(62, 62, 62);">光通信设备及器件：核心网预计未来会全面转向虚拟化和切片化，网络改造初期投资会加大，同时由于数据流量增加光器件和光通信设备商持续受益。相关标的：华为、中兴通讯、烽火通信、光迅科技、昂纳科技、新易盛等。

riverhill

  

zengfanlong

一大堆的符号

lchyx

6666666

sangermax

贴的没水平。。。

kevinct

人之初