通信行业周报：重视自主可控和卫星互联网产业方向

Investment Rating - The report maintains an "Overweight" rating for the communication industry [1] Core Viewpoints - The communication sector is experiencing strong performance, with the communication index rising 6.79% in the past week, outperforming the broader market [1][7] - The report emphasizes the importance of self-control and the satellite internet industry direction, highlighting the acceleration of satellite internet construction globally [1][18] - The report suggests focusing on domestic companies in the satellite communication and navigation sectors, as well as optical modules and devices, due to their growing market share and technological advancements [3][18] Summary by Relevant Sections Industry Overview - The total market capitalization of the communication industry is approximately 46,062.96 billion, with a circulating market value of 39,639.34 billion [1] - The report notes that the communication sector's overall activity level is stronger than the broader market, with a turnover rate of 4.73% for the communication index [1][7] Key Companies and Performance - The report tracks several key companies, including: - Zhongji Xuchuang: Current stock price 142.21, EPS for 2024E is 4.59, with a PE of 30.98 [1][8] - Tianfu Communication: Current stock price 137.70, EPS for 2024E is 2.71, with a PE of 50.81 [1][8] - Yuanjie Technology: Current stock price 159.00, EPS for 2024E is 1.24, with a PE of 128.23 [1][8] - The report highlights the top five companies with the highest stock price increases in the communication sector over the past week, including Shanghai Hanxun and Chunxing Precision [1][7] Investment Recommendations - The report recommends focusing on ICT equipment manufacturers, satellite communication and navigation companies, optical module manufacturers, telecom operators, data centers, and optical cable manufacturers [3][18] - Specific companies to watch include: - ICT Equipment: Shengke Communication, Ruijie Networks, Ziguang Co., etc. - Satellite Communication: Shanghai Hanxun, Haige Communication, etc. - Optical Modules: Zhongji Xuchuang, Tianfu Communication, etc. [3]