通信行业周报：“车路云”一体化政策提速，引领智能驾驶新方向

Investment Rating - The report rates the communication industry as "Outperforming the Market" relative to the CSI 300 index [2]. Core Insights - The integration of "Vehicle-Road-Cloud" policies is accelerating, leading to new directions in smart driving development [3][4]. - The communication sector showed strong performance in the week of June 10-16, 2024, with the overall communication sector index rising by 6.01%, outperforming major indices like the Shanghai Composite and CSI 300 [13][15]. - Key stocks in the communication sector, such as terminal equipment and optical communication, experienced significant gains, with increases of 8.66% and 11.45% respectively [15][18]. Summary by Sections Market Review - The communication sector index rose by 6.01% in the 24th week of 2024, outperforming the Shanghai Composite index, which fell by 0.61% [13]. - Sub-sectors like terminal equipment and optical communication saw increases of 8.66% and 11.45% respectively, while communication operations faced a decline of 1.83% [15][18]. Investment Recommendations - The report suggests focusing on satellite internet companies (e.g., Creative Information, Shanghai Hanhua, Huali Chuantong), optical modules (e.g., Zhongji Xuchuang, New Yisheng, Huagong Technology), and 5G companies (e.g., Canqin Technology, Shuo Beide) [6]. Industry News - China Mobile has initiated a procurement project for 12 million units of self-branded smart cameras and enterprise broadband products, with a total budget of approximately 2 billion yuan [30]. - China Telecom has launched a new round of procurement for trunk optical cable lines and related equipment, indicating ongoing infrastructure development [32]. - China Telecom has also started the sixth phase of its 5G wireless network procurement, focusing on expanding its 5G capabilities [34].