通信行业周报：通信行业周报（0701-0705）板块略有调整，看好未来发展

Investment Rating - The report rates the communication industry as "Outperform" relative to the market [1]. Core Insights - The communication sector has shown slight adjustments but is viewed positively for future development. The overall performance of the communication sector was average during the 26th week of 2024, with the communication operations segment increasing by 4.99%, while terminal equipment, communication support services, and communication transmission equipment experienced declines of 4.29%, 3.51%, and 2.82% respectively [1][11][12]. Summary by Sections 2.1 Operators - The report highlights the performance of various operators, noting that the communication operations segment saw a rise of 4.99% during the specified week, while other sub-segments faced declines [11][13]. 2.2 5G - The report discusses the ongoing advancements in 5G technology, including the launch of new initiatives and partnerships aimed at enhancing the 5G ecosystem [26][32]. 2.3 Optical Communication - The optical communication segment faced a decline of 3.76% during the week, indicating challenges within this sub-sector [13]. 2.4 Internet of Things (IoT) - The report mentions the IoT sector's performance but does not provide specific numerical data for this segment [7]. 2.5 IDC - The IDC segment's performance is not detailed in the report, indicating a lack of significant movement or news during the specified period [7]. 3. Recommended Stocks - The report suggests focusing on specific stocks within the communication sector, including satellite internet companies (Creative Information, Shanghai Hantong, and Huali Chuantong), optical modules (Zhongji Xuchuang, New Yisheng, and Huagong Technology), and 5G companies (Canqin Technology and Shuo Beid) [1].