" Broadband China said a simple point is two things, one is wide coverage, with no previous broadband place must have; two is to improve the speed of access network. The two thing need to do basic network construction, have used the balefire communication equipment, so the construction of broadband China, balefire communication must be beneficiaries. " Yesterday, a long-term tracking of the company's researcher told reporters that analysis.
" We think, balefire communication performance elastic maximum, or that the benefit of the development of the industry, mainly because he is the only light network system equipment and fiber optic products company, with the most complete and most reasonable industrial layout. " The researcher further explain, for example, a $10000000000 project of 5000000000 yuan of optical communication, optical communication equipment, 2000000000 yuan are optical devices, optical fiber is 1500000000 yuan, the other is the construction cost, in three former business, balefire communication has the opportunity to share a cup of a thick soup.
Data shows, balefire communication at present has the terminal ( Gateway ), access network ( ODN, EPON/GPONOLT/ONU ), metropolitan area networks ( MSTP/PTN ) until the backbone network ( DWDM/OTN ) of the full range of broadband product line layout, with the optical communications industry end-to-end coverage capability.
For the " broadband China " will bring huge market opportunity, the company has actually done years of reserves. In 2011 September to convene the shareholders meeting, vice chairman Lv Weiping introduces the FTTH ( fiber to the home ) when he said, before the optical fiber is used in the main, can spread to office building for office, now is to access each cell, for example is used to only high speed highway, is now the country road and footpath to use, the increment of the market is very large. Lv Weiping also revealed that, in the technical aspects of the company have the ability to deal with. Last December, China Telecom open 100G system testing, balefire communication to perform all of the testing items, indicating the company technology strength is in the forefront of the industry.
The Securities researcher, since this year can clearly feel the optical communications market boom in growth. According to the analysis, the rapid growth of ODN industry in 2011, shows that China FTTH coverage is preliminary already form, from the 2 quarter of last year end begins, the three major carriers launched large-scale PON Jicai, shown in line resources possess, the operator that the substantive promotion of FTTB and FTTH construction, now should be the main equipment has entered the peak period of investment.
From balefire communication financial report can be seen, the three quarter of 2011, the company single-quarter revenue record, gross margin year-on-year were obviously improved, many firms issued a research report that, reflecting the operator capital expenditure release has been significantly speed, according to the Yangtze River negotiable securities forecasts, broadband access market the high King gaseous will continue until at least 2013. In addition, due to optical communication equipment industry market structure is stabilized basically, Huawei, ZTE and fires in big three respective market share into a stable, product gross margin improve space.
CICC recently released research report, " eleven five" period, Fiberhome communications revenue compound annual growth rate of 37%, profit compound growth rate of 64%, has completed the optical communications industry comprehensive layout. The " 12th Five-Year Plan" in the " data flow surges " and " broadband China " the development of the industry background, the company will once again entered the fast track of development. Gold company is expected in 2015 sales of more than 15000000000, net profit of 1500000000, with " optical communication " in the telecommunications field implementation stages of development spans again.
A pair of balefire communication good news is, with the optical fiber preform company put into operation, the fiber optic cable business cost is expected to decline, so as to enhance gross profit and competitiveness.
Finally, the concern is the integration of the company's assets is expected. A few days ago, Wuhan city and post ASTRI jointly launched the Wuhan optical communication industry integration, due to the Yangtze River 's flying company advocate course of study with balefire communication similar, to avoid competition, its equity should be integrated into the balefire communication under the flag, and it is also conducive to the whole industry chain to create optical communication. However, the local government and the post ASTRI now said " has not been finally decided ".
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