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Table_Header&2024 04 29 Table_Title Table_Summary 5G+AI 2024Q1 5G 364.7 30.6%5G 5G-A 6G 6G-AI 5G-5.5G-6G NVIDIA AI 1.6T AI ETF 5G 50ETF 5G 50 CR10=55.8%CR20=79.1%ZX 5G 50 5%(38.5%38.5%18.9%5G 50 CAGR 10%-20%CR10=47.7%CR20=68.8%ZX 5%44.8%20.8%10.4%5.6%CAGR 10%5G ETF 5G CR10=51.6%CR20=74.3%ZX 5G 5%38.4%29.5%19.7%5.2%5G CAGR 10%-20%ETF CR10=76.4%CR20=93.9%ZX 5%93.1%CAGR 40%AI AI ETF 5G 50ETF 159811.OF+2.4%014193.OF 5G ETF 515050.OF ETF 159582.OF Table_IndustryName&Table_InvestRank()Table_Authors 010-80927619 zhaoliangbi_ S0130522030003 Table_IndustryData 300 2024-04-29 Table_Chart Table_Research _ AI+2 Table_ReportTypeIndex/&6G+AI.3.3 6G.6.8 1.6T.8.9 ETF.11 5G 50ETF 159811.OF.11 014193.OF.12 5G ETF 515050.OF.13 ETF 159582.OF.15.16.17 0YBYwPnQpMpOpRpMsPqPoPaQ9RbRoMoOpNsOfQrRqNkPmMtN7NnNwOvPrNoRwMpNxP 3 Table_ReportTypeIndex/&6G+AI 5G 2024Q1 1162 5G 364.7 27 30.6%1 2 0.8pct 23 5G 1905 5.7%45.3%5G 880 5G 235 RedCap 24 5G 690 5G 121 900M 68 5G 22 4G 200 5G 22 5G 121 800MHz 2024 1 25 4/5G 800MHz 5G 1 2 5G 1 5G 2025 5G 400 8%2 2030 6G 6G 6G 2030 10%3 5G 4 5G-5.5G 6G 4 Table_ReportTypeIndex/&2024Q1 1598 1.3%36%763.8 GB/+14.3%0.7pct 3 DOU 18.08GB/+6.7%1.13GB/5G 17.55 1124 5G 8.74 5157 49.8%3.2pct 5G 5 DOU 6 5G 5G 5G 24Q1 11.53 1732 FTTH/O 11.13 1869 96.5%10G PON 2456 153.6 6.47 1089 100Mbps 6.12 94.5%1000Mbps 1.77 1410 27.4%1.7pct 7 FTTH/O aX0nMhDOiEvL8uS9kMdpcpKvZxvDHl7CnYBIQwX/6MM4/S+isUAFLgsh7l7yXWG7 5 Table_ReportTypeIndex/&24Q1 1000Mbps 28.6%27.6%27.3%18.4%1000Mbps 29.8%27.1%1 2 1.2pct 0.7pct 8 5G 2023 4902/+0.3%9.91 1599 5G 7.95 5G 80.2%+17.2pct ARPU 49.3/+0.6%23 2446/+3.1%75%1060 3.33 5G 78%ARPU44.0 1957/+2.4%258/+12.4%ARPU 45.4/+0.4%1 5G ARPU 24 2 9.91 1.27%8.00 49.3 24 2 4.10 1.23%3.24 45.4 24 2 5.16 27.00%2.66 44.0 2023 1319/+13.1%2.64 2012 ARPU 2.4%43.1 76%22%6pct 190 12.8%926 1.90 926 1.90 ARPU 47.6/+2.8%6 Table_ReportTypeIndex/&6G 5G 5G 5G 5G-A R18 R19 5G 2024 4 5G-A 5.5G 5G 9 6G 5G 5G-5.5G-6G 6G 2023 12 IMT-2030(6G)6G 6G 6G 2023 11 WRC-23 6G 100GHz-10THz 30GHz-100GHz 6GHz 6G 6G AI 6G 6G 6G 6G 6G 6G AI AI AI AI-7 Table_ReportTypeIndex/&10 WRC-23 6G 6G 3GPP 100GHz-10THz 30GHz-100GHz 6GHz WRC-19 275GHz-296GHz 306GHz-313GHz 318GHz-333GHz 356GHz-450GHz 137GHz WRC-19 24.25GHz-27.5GHz 37GHz-43.5GHz 66GHz-71GHz 14.75GHz 5G 6G 6GHz WRC19 6GHz 6425-7125MHz IMT WRC-23 1.2 6425-7025MHz IMT 7025-7125MHz IMT 11 6GHz 6G 3GPP 6G 6G 6G 6G VR AR MR 6G 8 Table_ReportTypeIndex/&1.6T 2023 810 230 EFlops 4400 IDC 50%2023 97 15.2 26EFlops 130 400G 12 Wind 1.6T 1.6T 1.6 400G 800G 1.6T AI 1.6T OFC 2024 1.6T OSFP-XD 1.6T OSFP-XD DR8+800G 200G/lambda 1.6T 800G 1.6T NVIDIA GTC Blackwell AI 1.6T 1.6T OSFP-XD 24 NVIDIA B 2025 200G EML 1.6T 9 Table_ReportTypeIndex/&13 1.6T OSFP Arista Networks 14 NVIDIA DGX H100 CAPEX 2024 1730 2023 4.0%475 2024 650 2023 739 2023 988 355 2024 960 2023 2.9%/180 AI 2024 1 1250 106 1144 2024 4 7994 10 Table_ReportTypeIndex/&60 12 2024 4 AI AI 23 1921/+14.2%833/+65.6%100%IaaS+PaaS 2023 752/+12.9%25%510/+41.6%53/+32%56/+17.5%17/+120%1389/+17.9%29.9%2.8pct 2021 51.6%70.4%972/+67.9%15 16 2023 3564 19.1%19.4%21.2%3.6pct 37.5%20.3%IaaS SaaS 17 18 11 Table_ReportTypeIndex/&Wind Wind ETF 5G 50ETF 159811.OF 5G 50 ETF 1.95 5G 50 5G 50 6 20%5G 20%50 5G 50 CR10=55.8%CR20=79.1%ZX 5G 50 5%(38.5%38.5%18.9%ZX 19.9%17.8%15.2%14.7%11.8%10%5G 50 1070.5 379.3 50-200 26%500 36%5G 50 CAGR 10%-20%5G 50 CAGR 10%-20%2 5G 50 2024 4 26%ZX PE_TTM 002475.SZ 9.31 2066.55 18.12 300308.SZ 6.41 1484.10 50.60 600941.SH 6.09 22182.70 16.64 601728.SH 6.02 5563.63 17.91 601138.SH 5.77 4848.81 23.05 000063.SZ 5.69 1374.71 14.59 600050.SH 5.68 1513.71 18.12 603501.SH 4.58 1175.78-000938.SZ 3.17 578.31 28.09 603986.SH 3.06 524.86 243.16 Wind 19 5G 50 ZX 20 5G 50 ZX 12 Table_ReportTypeIndex/&Wind Wind 21 5G 50 CAGR 10%-20%22 5G 50 CAGR 10%-20%Wind Wind 014193.OF 2.15*95%+()*5%0.5%8%CR10=47.7%CR20=68.8%ZX 5%44.8%20.8%10.4%5.6%ZX 32.0%12.0%9.6%5%CAGR 0%-10%CAGR 0%-10%3 2024 4 26(%)()ZX PE_TTM 002371.SZ 7.66 0.26 42.66 688012.SH 6.88 0.23 47.59 688041.SH 6.15 0.21 140.21 603501.SH 5.99 0.20-688981.SH 5.47 0.18 69.37 300782.SZ 4.13 0.14 41.06 002156.SZ 3.93 0.13 189.07 688256.SH-U 3.24 0.11-688072.SH 2.80 0.09 52.05 688008.SH 2.72 0.09 88.53 Wind 13 Table_ReportTypeIndex/&23 ZX 24 ZX Wind Wind 25 CAGR 0%-10%26 CAGR 0%-10%Wind Wind 5G ETF 515050.OF 5G ETF 72.79 5G 5G 20%1 5G 2 5G 3 5G VR/AR 5G CR10=51.6%CR20=74.3%ZX 5G 5%38.4%29.5%19.7%5.2%ZX 28.0%19.3%10.8%3 10%5G 475.3 241.4 50-200 40%500 30%5G CAGR 10%-20%5G CAGR 10%-20%14 Table_ReportTypeIndex/&4 5G 2024 4 26%ZX PE_TTM 002475.SZ 9.28 2066.55 18.12 300308.SZ 7.75 1484.10 50.60 601138.SH 6.97 4848.81 23.05 000063.SZ 6.87 1374.71 14.59 000938.SZ 3.83 578.31 28.09 603986.SH 3.69 524.86 243.16 300502.SZ 3.67 594.91 65.73 600703.SH 3.27 582.72-300394.SZ 3.22 618.59 67.49 002463.SZ 3.10 634.24 34.71 Wind 27 5G ZX 28 5G ZX Wind Wind 29 5G CAGR 10%-20%30 5G CAGR 10%-20%Wind Wind 15 Table_ReportTypeIndex/&ETF 159582.OF ETF 0.61 80%CR10=76.4%CR20=93.9%ZX 5%93.1%ZX 5%90.4%329.3 116.0 50-200 40.0%500 12.5%CAGR 10%-20%30%CAGR 40%5 2024 4 26%ZX PE_TTM 002371.SZ 19.37 1663.32 42.66 688012.SH 15.00 837.35 47.59 688981.SH 9.43 3345.69 69.37 688041.SH 7.86 1839.95 140.21 603501.SH 7.85 1175.78-688072.SH 4.22 345.98 52.05 688120.SH 3.97 257.96 35.47 300604.SZ 3.51 183.58 172.43 688126.SH 2.61 357.13 191.45 688037.SH 2.58 137.75 54.98 Wind 31 ZX 32 ZX Wind Wind 16 Table_ReportTypeIndex/&33 CAGR 10%-20%30%34 CAGR 40%Wind Wind 5G 50 ETF 5G 50 2024Q1 0.9915 0.9915 0.20%0.13%*95%+*5%2024Q1 A 2.49pct C 2.42pct 5G ETF 5G 2024Q1 0.9232 0.45%ETF 2024 3 18-2024.4.26 1.47%AI ETF 5G 50ETF 159811.OF 014193.OF 5G ETF 515050.OF ETF 159582.OF 17 Table_ReportTypeIndex/&1 2 3 4 18 Table_ReportTypeIndex/&1.3 2.3 3 5G.3 4 5G-5.5G 6G.3 5 DOU.4 6 5G.4 7 FTTH/O.4 8.5 9.6 10 WRC-23 6G.7 11 6GHz.7 12.8 13 1.6T OSFP.9 14 NVIDIA DGX H100.9 15.10 16.10 17.10 18.10 19 5G 50 ZX.11 20 5G 50 ZX.11 21 5G 50 CAGR 10%-20%.12 22 5G 50 CAGR 10%-20%.12 23 ZX.13 24 ZX.13 25 CAGR 0%-10%.13 26 CAGR 0%-10%.13 27 5G ZX.14 28 5G ZX.14 29 5G CAGR 10%-20%.14 30 5G CAGR 10%-20%.14 31 ZX.15 32 ZX.15 33 CAGR 10%-20%30%.16 34 CAGR 40%.16 19 Table_ReportTypeIndex/&1.5 2 5G 50 2024 4 26.11 3 2024 4 26.12 4 5G 2024 4 26.14 5 2024 4 26.15 20 Table_ReportTypeIndex/&Table_AuthorsRxplain&2022 8 6 2018/2019 II-2020 Wind 2022 Choice Table_Avow 6 12 A 300 50 10%-5%10%5%20%5%20%-5%5%5%Table_Contacts 3088 20 0755-83471683 chengxi_ 0755-83479312 suyiyun_ 99 31 021-60387901 luyunru_ 021-20252671 liyangyang_ 8 1 010-80927721 嫚 010-80927722 tangmanling_
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