通信板块再迎重大利好

通信板块再迎重大利好 通信板块再迎重大利好 下周11只股望爆发 5月31日消息，工信部日前了发布《关于开展移动通信转售业务试点工作的通告》，正式启动移动通信转售业务试点工作。国内三大电信运营商今日均发布公告宣布，将开展移动通信转售业务试点工作，并邀请符合 要求 对教师党员的评价套管和固井爆破片与爆破装置仓库管理基本要求三甲医院都需要复审吗 的企业进行洽谈。 5月17日，工业和信息化部发布《关于开展移动通信转售业务试点工作的通告》，正式启动移动通信转售业务试点工作。中国移动今日宣布，对此“高度重视，积极部署，并诚挚欢迎符合工业和信息化部《移动通信转售业务试点 方案 气瓶 现场处置方案 .pdf气瓶 现场处置方案 .doc见习基地管理方案.doc关于群访事件的化解方案建筑工地扬尘治理专项方案下载 》条件要求、并有意向和我司合作开展移动通信转售业务试点的企业前来洽谈，共同推动社会信息化进程。” 中国电信也发布公告表示，“依据工业和信息化部移动通信转售业务试点工作要求，我公司秉承”用户至上、用心服务“理念，遵循开放合作、共创价值原则，现公开向社会诚征移动通信转售业务合作企业”。 公告称，“合作企业应满足工业和信息化部《移动通信转售业务试点方案》(简称”《方案》“)相关要求，具备开展移动通信转售业务的能力和条件”。 中国电信称，“我公司将向前来接洽并满足《方案》条件的企业提供移动通信转售合作需求材料，请相关企业向我公司书面提供符合需求材料要求的合作意向书。我公司将按照《方案》要求尽快与意向合作方开展后续工作”。 中国联通表示，“将开展移动通信转售业务试点工作，诚挚邀请符合工业和信息化部《移动通信转售业务试点方案》要求，且有明确合作意向的企业(以下简称”意向企业“)，自本公告发布之日起与我公司联系。为方便意向企业，我公司全部采用电子邮件方式受理，不接受当面接洽”。 分析称，目前已有多家上市公司表示有意申请移动转售牌照，包括用友软件，北纬通信，朗玛信息等。此外二六三，硕贝德，鹏博士，天音控股，国脉科技，神州泰岳等公司由于与电信运营商关系密切，也被市场期待有望参与移动转售相关业务。 民族证券:移动通信转售业务试点启动 2013年5月17日，工信部正式发布《关于开展移动通信转售业务试点工作的通告》，明确了移动转售业务审批条件及 流程 快递问题件怎么处理流程河南自建厂房流程下载关于规范招聘需求审批流程制作流程表下载邮件下载流程设计 相关细则，并指定试点申请受理时间为发文之日起至2014年7月1日。试点截止时间为2015年12月31日。正式发文针对1月8日下发征求意见稿进行了细化与更改。 implementation of corrective tasks for the new problems found in a timely manner into the special rectification and rectification category. In-depth summary of good practices and good experience in educational practice, good around the typical, continue to promote the rectification, to prevent repeated rebound, use of the results of the activities, timely organization look back again. The theoretical results, continuously consolidate and deepen and expand educational practice to achieve the system results, practical results. Three, the main problems and rectification measures focus on rectification goals, determined to honor the commitment rectification measures to build long-term mechanism style construction bureau Party, improve the ideological style The construction and working level, according to the list of issues to sort it out, with overall requirements to carry out the mass line of educational activities, focus on the implementation of the rectification, enhance team ability to discover and solve their own problems, focus on building a political firm, pioneering and innovative, wholeheartedly for the people, strive for unity, harmony, strong collective leadership (a honest and clean.) there lack of global awareness and innovation problem in carrying out the democratic centralism of the party. The party will discuss the main points of the 2014 Bureau of safety production and internal functional components in the labor bureau held a bureau and executive, and discuss specific personnel in 2013, major capital spending No, strictly implement the decision procedures of "three major" matters "collective leadership, democratic centralism, individual consultations, the meeting decided the working principle of the tight loose, not very good to play the role of all members of the leadership team, in the global consultation is not enough, did not fully consider the actual situation of the individual, but by the executive sure, the lack of democracy in different opinions fully discussed and demonstrated. In relation to personal adjustment and the functional group work, individual party members and cadres are not good put forward their views and opinions, or dare to express their views, the crowd, the lack of global awareness and sense of innovation. Some leading cadres are too strong Adjust the local and local interests, the tendency to ignore the overall interests, focus on immediate interests and local interests, in the implementation of the decision and task, and even the existence of "do not want to do, want to do such a backlash and cope with the negative 明确了民营公司申请资格:民间资本占公司资本比例不低于50%，且单一最大股东是民间资本的公司(不含外商及台港澳商投资。境内民营企业境外上市的，其外资股权比例应低于10%且单一最大股东为中方投资者)，意味着对于运营商最具威胁的腾讯将不具备申请资格。 明确试点推进工作时间要求:运营商最迟于6月1日前公布与之接洽单位信息，在9月17日前与至少2家签订转售非排他合同，由于运营商之间的竞争加剧，分析师认为转售企业同时与不同运营商签订转售合同是小概率事件，所以预计至少会有6家转售企业出现。 民族证券建议重点关注二六三，鹏博士:从征求意见稿下发开始，相关概念股二六三、鹏博士、郎玛信息、神州泰岳等公司股价已经有相应表现，其中鹏博士、二六三涨幅居前。从运营经验来看，二六三优势明显，其3GVPN业务最具移动转售特点，公司提出以基础运营商的通信资源为基础进行组合、加工、增值、包装，以263自有品牌进行销售的产品设想。鹏博士作为民营宽带的龙头，增加无线业务，将形成业务互补，实现全业务运营。如获移动转售牌照，上述公司将实现业务的拓展与增长，仍然具有估值上升的空间。 利好运营支撑系统软件提供商:试点要求转售企业必须建立客服系统，可依据需要建立业务管理平台以及计费、营账等业务支撑系统。如分析师先前判断，虚拟运营商的进行业务开展，必须要有相应的运营支撑系统，而基础运营商的运营系统一般无法满足多样的虚拟运营需求，从国外经验来看，会有第三方的系统集成商来提供相应的运营平台，这将对运营支撑系统提供商形成利好，建议关注亿阳信通(600289)、天源迪科(300047). 二六三(002467):深度、虚拟、细分布局三大业 来源:财达证券 撰写时间:2013-05-27 公司致力于运用互联网技术为企业(特别是中小企业)和个人用户提供跨网络、跨平台、跨终端的通信服务。2012年，围绕发展战略，公司完成两宗收购和一宗重大资产购买，这三宗收购对公司丰富业务产品、夯实发展基础、充实经营管理团队等都起到了重要的作用。 2013年公司将以深度、虚拟、细分为关键词布局三大业务板块。增值通信业务:定位中小企业、商务个人，通过租用基础通信资源构建资源运营服务体系，利用通信资源的灵活和多样性，针对客户需求提供差异化服务;企业通信业务:定位国内中小企业和商务个人，以高协同、可管理、强保障的企业融合通信服务为核心的基于通信平台和互联网构建运营服务体系;海外综合通信业务:定位海外华人市场，针对华人通信需求、消费习惯和文化特点，提供充分满足海外华人的互联网综合运营服务体系。 implementation of corrective tasks for the new problems found in a timely manner into the special rectification and rectification category. In-depth summary of good practices and good experience in educational practice, good around the typical, continue to promote the rectification, to prevent repeated rebound, use of the results of the activities, timely organization look back again. The theoretical results, continuously consolidate and deepen and expand educational practice to achieve the system results, practical results. Three, the main problems and rectification measures focus on rectification goals, determined to honor the commitment rectification measures to build long-term mechanism style construction bureau Party, improve the ideological style The construction and working level, according to the list of issues to sort it out, with overall requirements to carry out the mass line of educational activities, focus on the implementation of the rectification, enhance team ability to discover and solve their own problems, focus on building a political firm, pioneering and innovative, wholeheartedly for the people, strive for unity, harmony, strong collective leadership (a honest and clean.) there lack of global awareness and innovation problem in carrying out the democratic centralism of the party. The party will discuss the main points of the 2014 Bureau of safety production and internal functional components in the labor bureau held a bureau and executive, and discuss specific personnel in 2013, major capital spending No, strictly implement the decision procedures of "three major" matters "collective leadership, democratic centralism, individual consultations, the meeting decided the working principle of the tight loose, not very good to play the role of all members of the leadership team, in the global consultation is not enough, did not fully consider the actual situation of the individual, but by the executive sure, the lack of democracy in different opinions fully discussed and demonstrated. In relation to personal adjustment and the functional group work, individual party members and cadres are not good put forward their views and opinions, or dare to express their views, the crowd, the lack of global awareness and sense of innovation. Some leading cadres are too strong Adjust the local and local interests, the tendency to ignore the overall interests, focus on immediate interests and local interests, in the implementation of the decision and task, and even the existence of "do not want to do, want to do such a backlash and cope with the negative 盈利预测:分析师预测，2013年-2015年公司的营业收入分别为8.74亿元、11.62亿元、14.81亿元;对应归属于上市公司股东的净利润分别为1.49亿元、1.97亿元、2.60亿元;基本每股收益分别为0.62元、0.82元、1.08元，对应当前22.00元的股价，市盈率分别为35倍、27倍、20倍。目前，移动转售业务试点的推出是对当前电信行业极大的推动，公司虽然拥有十几年的转售业务经验，但牌照尚未揭晓前，分析师谨慎给予公司“增持”评级。 鹏博士(600804):激励方案费用大幅增加，依然看好 来源:国信证券撰写时间:2013-05-14 公司于2013年5月13日晚间公告:正式向364名激励对象授予4430万份股票期权和4430万股限制性股票，同时预留500万份股票期权和500万股限制性股票，股权激励计划的授予日为2013年5月10日。股票期权的行权价格为6.64元，限制性股票的授予价格为3.22元。预计未来5年股票期权与限制性股票激励成本合计为42915.20万元。 评论: 近期股价大幅上涨，致最终摊销费用增加 公司2013至2017年需摊销的总费用分别为 10378/14052.47/10562.30/6302.88/1618.75万元(前期公 预案 社区应急预案下载社区应急预案下载社区应急预案下载应急救援预案下载应急救援预案下载 的时候分别为4539.97/5486.64/4101.42/2404.93/493.09)，即总摊销金额增加了约2.59亿元，其中前三年分别增加5839/8566/6461万元，导致最终摊销的成本大幅增加的原因是公司股价自年初以来累计涨幅已超过100%，进而导致授予成本较高。 授予对象涉及面广，有利于稳定收购长城宽带后的整个管理团队。 此次推出总额度占公司股本7.46%的大面积激励方案，和公司的业务性质及当前公司管理团队处境有关: 合并长宽后总员工数达到近25000人，原长城宽带人员在新股份公司中并无股权，此举有利于团结新领导层; 很多业务骨干特别是一线城市大区的经理们，自身的能动性及自由度非常高，大部分是靠业绩提成来工作，因此推出惠及各地区各部门业务骨干的激励方案(各地区业务发展参差不齐)，有助于维护一线团队人员的稳定性。 implementation of corrective tasks for the new problems found in a timely manner into the special rectification and rectification category. In-depth summary of good practices and good experience in educational practice, good around the typical, continue to promote the rectification, to prevent repeated rebound, use of the results of the activities, timely organization look back again. The theoretical results, continuously consolidate and deepen and expand educational practice to achieve the system results, practical results. Three, the main problems and rectification measures focus on rectification goals, determined to honor the commitment rectification measures to build long-term mechanism style construction bureau Party, improve the ideological style The construction and working level, according to the list of issues to sort it out, with overall requirements to carry out the mass line of educational activities, focus on the implementation of the rectification, enhance team ability to discover and solve their own problems, focus on building a political firm, pioneering and innovative, wholeheartedly for the people, strive for unity, harmony, strong collective leadership (a honest and clean.) there lack of global awareness and innovation problem in carrying out the democratic centralism of the party. The party will discuss the main points of the 2014 Bureau of safety production and internal functional components in the labor bureau held a bureau and executive, and discuss specific personnel in 2013, major capital spending No, strictly implement the decision procedures of "three major" matters "collective leadership, democratic centralism, individual consultations, the meeting decided the working principle of the tight loose, not very good to play the role of all members of the leadership team, in the global consultation is not enough, did not fully consider the actual situation of the individual, but by the executive sure, the lack of democracy in different opinions fully discussed and demonstrated. In relation to personal adjustment and the functional group work, individual party members and cadres are not good put forward their views and opinions, or dare to express their views, the crowd, the lack of global awareness and sense of innovation. Some leading cadres are too strong Adjust the local and local interests, the tendency to ignore the overall interests, focus on immediate interests and local interests, in the implementation of the decision and task, and even the existence of "do not want to do, want to do such a backlash and cope with the negative 合并长城宽带后公司已成为全国最大的民营宽带运营商，同时自身的互联网增值业务也在国内名列前茅，当前正处于各项业务大发展大繁荣的前期，百废待兴，急需人才。公司此举可奠定坚实的人才基础，并可有效调动中层员工推动公司业务发展的积极性，提升上下管理层的凝聚度。 盈利谨慎下调未来三年EPS为0.33/0.41/0.53元，维持“推荐”投资评级 自分析师推荐公司以来，特别是2013年以来，公司股价变化已充分印证分析师之前的判断，市场已逐渐认可公司“民营宽带龙头”的未来价值。当前公司管理层收缩战线，集中精力做大做强“互联网接入及增值”的意图非常明显，此次股权加限制性股票方案也意在更进一步做好中高层管理人员的思想工作。 但就公司业绩来说，行权的门槛条件是2013年扣非后净利润不低于4亿元，由于摊销费用不可避免的增加，分析师略微下调公司未来三年EPS为0.33/0.41/0.53元。鉴于公司当前50/100M宽带用户数的快速增长，同时考虑到: 移动转售方案的推出，公司可以进行多类型增值服务对公司带来的或有收益; 民营资本进入通信行业政策的落实，公司参股核心网如奔腾1号，有机会进一步获得基础运营业务权限的放开; 公司IDC业务的迅速发展，酒仙桥及未来亦庄中心的投放及相关OTT业务将给公司带来更多的想象空间。 公司与巨型企业如国家电网公司、苹果公司等合作关系的确定或给公司带来更大想象空间; 分析师维持公司的“推荐”评级。 天源迪科(300047):软硬件协同发展，稳定增长确定 来源:安信证券 撰写时间:2013-04-24 一季报要点:公司2013年一季度实现营业收入1.39亿元，同比增长143.85%;实现归属于公司普通股股东净利润402.88万元，同比增长11.25%;实现基本每股收益0.0257元;基本符合此前市场预期。 implementation of corrective tasks for the new problems found in a timely manner into the special rectification and rectification category. In-depth summary of good practices and good experience in educational practice, good around the typical, continue to promote the rectification, to prevent repeated rebound, use of the results of the activities, timely organization look back again. The theoretical results, continuously consolidate and deepen and expand educational practice to achieve the system results, practical results. Three, the main problems and rectification measures focus on rectification goals, determined to honor the commitment rectification measures to build long-term mechanism style construction bureau Party, improve the ideological style The construction and working level, according to the list of issues to sort it out, with overall requirements to carry out the mass line of educational activities, focus on the implementation of the rectification, enhance team ability to discover and solve their own problems, focus on building a political firm, pioneering and innovative, wholeheartedly for the people, strive for unity, harmony, strong collective leadership (a honest and clean.) there lack of global awareness and innovation problem in carrying out the democratic centralism of the party. The party will discuss the main points of the 2014 Bureau of safety production and internal functional components in the labor bureau held a bureau and executive, and discuss specific personnel in 2013, major capital spending No, strictly implement the decision procedures of "three major" matters "collective leadership, democratic centralism, individual consultations, the meeting decided the working principle of the tight loose, not very good to play the role of all members of the leadership team, in the global consultation is not enough, did not fully consider the actual situation of the individual, but by the executive sure, the lack of democracy in different opinions fully discussed and demonstrated. In relation to personal adjustment and the functional group work, individual party members and cadres are not good put forward their views and opinions, or dare to express their views, the crowd, the lack of global awareness and sense of innovation. Some leading cadres are too strong Adjust the local and local interests, the tendency to ignore the overall interests, focus on immediate interests and local interests, in the implementation of the decision and task, and even the existence of "do not want to do, want to do such a backlash and cope with the negative 安信点评:天源迪科2013年一季度营收大幅增长，但毛利率从去年同期57.13%下滑至今年的30.45%，主要原因在于去年同期没有并表金华威，而今年同期低毛利的网络产品分销和系统集成占了营收较大比重，同时高毛利率软件及服务收入还出现小幅下滑。 公司一季度销售费用和管理费用分别达到了1127.53万元和2804.02万元，分别同比增长了82.34%和12.44%。销售费用的大幅增长归因于并表金华威、广西驿途，同时母公司也大力开拓市场。鉴于一季度净利润占全年利润比重较低，分析师不改对于全年业绩的预判。 公司在电信支撑软件市场地位稳固，同时增值业务也在不断推进，一季度还通过了CMMI4级认证，这些都是对公司过往能力的肯定。分析师认为公司未来ICT综合发展的业务布局有助于降低经营风险，赢利点的增加将形成多点开花的局面。 维持“买入-A”投资评级，维持17元的目标价。分析师看好公司软硬件协同发展的战略，认为公司全年应用软件和服务增长35%以上具备可能性，为公司盈利能力提供较强的支撑。分析师维持公司盈利预测，2013年和2014年的EPS A”的投资评级，维持17元的目标价。 分别为0.85元和1.09元。维持“买入- 朗玛信息 公司是一家致力于电话语音增值以及音视频娱乐社区的开发、运营和服务的国家级高新技术企业。主营业务为社区性语音增值业务。公司自主开发并运营的 “朗玛电话对对碰系统”是覆盖区域最广、规模最大、国内领先的大型语音社交娱乐平台。该平台是中国电信和中国联通在电话语音增值领域首选的合作平台，在中国电信和中国联通的电话Q吧业务中占据了绝对的优势。公司荣获“2010年度国家 规划 污水管网监理规划下载职业规划大学生职业规划个人职业规划职业规划论文 布局内的重点软件企业”、“贵州省2010年度优秀移动信息服务企业”等荣誉。 朗玛信息10月23日晚间发布前三季度业绩报告，前三季度归属于母公司所有者的净利润为5763.95万元，同比增60.41%;营业收入为1.09亿元，同比增40.06%;基本每股收益1.14元，同比增26.67%。 此外，第三季度归属于母公司所有者的净利润为2038.07万元，同比增83.87%;营业收入为3724.08万元，同比增35.09%;基本每股收益0.38元，同比增35.71%。 北纬通信 implementation of corrective tasks for the new problems found in a timely manner into the special rectification and rectification category. In-depth summary of good practices and good experience in educational practice, good around the typical, continue to promote the rectification, to prevent repeated rebound, use of the results of the activities, timely organization look back again. The theoretical results, continuously consolidate and deepen and expand educational practice to achieve the system results, practical results. Three, the main problems and rectification measures focus on rectification goals, determined to honor the commitment rectification measures to build long-term mechanism style construction bureau Party, improve the ideological style The construction and working level, according to the list of issues to sort it out, with overall requirements to carry out the mass line of educational activities, focus on the implementation of the rectification, enhance team ability to discover and solve their own problems, focus on building a political firm, pioneering and innovative, wholeheartedly for the people, strive for unity, harmony, strong collective leadership (a honest and clean.) there lack of global awareness and innovation problem in carrying out the democratic centralism of the party. The party will discuss the main points of the 2014 Bureau of safety production and internal functional components in the labor bureau held a bureau and executive, and discuss specific personnel in 2013, major capital spending No, strictly implement the decision procedures of "three major" matters "collective leadership, democratic centralism, individual consultations, the meeting decided the working principle of the tight loose, not very good to play the role of all members of the leadership team, in the global consultation is not enough, did not fully consider the actual situation of the individual, but by the executive sure, the lack of democracy in different opinions fully discussed and demonstrated. In relation to personal adjustment and the functional group work, individual party members and cadres are not good put forward their views and opinions, or dare to express their views, the crowd, the lack of global awareness and sense of innovation. Some leading cadres are too strong Adjust the local and local interests, the tendency to ignore the overall interests, focus on immediate interests and local interests, in the implementation of the decision and task, and even the existence of "do not want to do, want to do such a backlash and cope with the negative 公司是一家专业的移动数据增值服务运营商及移动通信领域综合软、硬件系统产品提供商。公司通过与移动电信运营商合作，借助移动电信运营商的网络通道，通过短信、彩信、彩铃、手机上网和语音杂志等形式为用户提供丰富多彩的信息和娱乐服务。目前公司的服务内容主要基于2G和2.5G网络平台。公司与中国移动15个省级公司合作开展移动168业务。 公司在全国拥有15家分支机构，成为国内为数不多的几家拥有强大本地团队和营销推广能力的全网移动增值服务提供商之一。07年公司用自有资金收购北京阳光加信科技有限公司100%的股权，以补充北纬在电信和网通增值服务方面的产品线。 硕贝德 公司是专业的无线通信终端天线生产企业。主营业务为无线通信终端天线的研发、生产和销售。公司致力于运用新一代移动通信、无线互联网和物联网等技术，开发高品质、多品种的无线通信终端天线产品，为手机、笔记本电脑、AP、移动电视终端、卫星定位终端等多种无线通信终端厂商提供一揽子的天线解决方案。 公司“多制式高性能手机天线项目”列入国家发改委和工信部“电子信息产业振兴与技术改造项目2011年第一批中央预算内投资计划”。公司是国家级高新技术企业、国家火炬计划重点高新技术企业、广东省创新型试点企业 implementation of corrective tasks for the new problems found in a timely manner into the special rectification and rectification category. In-depth summary of good practices and good experience in educational practice, good around the typical, continue to promote the rectification, to prevent repeated rebound, use of the results of the activities, timely organization look back again. The theoretical results, continuously consolidate and deepen and expand educational practice to achieve the system results, practical results. Three, the main problems and rectification measures focus on rectification goals, determined to honor the commitment rectification measures to build long-term mechanism style construction bureau Party, improve the ideological style The construction and working level, according to the list of issues to sort it out, with overall requirements to carry out the mass line of educational activities, focus on the implementation of the rectification, enhance team ability to discover and solve their own problems, focus on building a political firm, pioneering and innovative, wholeheartedly for the people, strive for unity, harmony, strong collective leadership (a honest and clean.) there lack of global awareness and innovation problem in carrying out the democratic centralism of the party. The party will discuss the main points of the 2014 Bureau of safety production and internal functional components in the labor bureau held a bureau and executive, and discuss specific personnel in 2013, major capital spending No, strictly implement the decision procedures of "three major" matters "collective leadership, democratic centralism, individual consultations, the meeting decided the working principle of the tight loose, not very good to play the role of all members of the leadership team, in the global consultation is not enough, did not fully consider the actual situation of the individual, but by the executive sure, the lack of democracy in different opinions fully discussed and demonstrated. In relation to personal adjustment and the functional group work, individual party members and cadres are not good put forward their views and opinions, or dare to express their views, the crowd, the lack of global awareness and sense of innovation. Some leading cadres are too strong Adjust the local and local interests, the tendency to ignore the overall interests, focus on immediate interests and local interests, in the implementation of the decision and task, and even the existence of "do not want to do, want to do such a backlash and cope with the negative