MITT(Ministry of Industry and Information) published news that the ministry, the national development and reform commission eight departments jointly issued “on the implementation of broadband’s opinions on China’s 2013 special action, points out that more than 4M broadband users in China will exceed 70% in 2013. Analysts believe that the Internet companies are expected to benefit from broadband equipment suppliers.

“Opinions” pointed out that in 2013, the new FTTH fiber to the home fiber optic patch cables family covered more than 35 million units, 3G base station across 180000, 1.3million new WLAN access point. Universal scale expands unceasingly to benefit the people. The new fixed broadband Internet users more than 25 million units, the new 3G users, new broadband administrative villages, 18000, 5000 poor rural areas by accelerated the broadband access or modification of primary and secondary schools, a user use above 4M access more than 70%.

Cic’s consultant in the IT industry researcher Wang Ningyuan analysis that the ministry had issued a number of policies to promote the development of the broadband industry, the above opinion is a complement to the policy, put forward specific requirements for broadband industry development. Mainly in rural areas, urban old residential area of cables management broadband and wireless broadband, and guide enterprises to actively expand remote rural market, and to improve broadband fiber optic network industry.

Mr. Zhang thinks that from the perspective of the investment returns, China Unicom is a mature network system suppliers; ZTE in base station construction will have certain positive, investors can focus on for a long time. Additionally notable sector stocks, optical equipment suppliers such as zhongtian technology; Mobile device accessories manufacturers such as Wu Tong communications, Da Fu technology,etc.

But Wang Ningyuan also reminded investors, broadband stocks p/e ratio is generally on the high side, the ministry has introduced various policies, such opinion to the positive role of the market is limited, not enough to support the current high earnings expectations.