Guoxin Securities Co., Ltd·2026-01-21 10:45Investment Rating - The communication industry is rated as "Cautiously Optimistic" with a focus on operators with sustained profit growth and enhanced network value, as well as companies benefiting from traffic growth and continuous technological innovation [5][37]. Core Insights - The communication sector showed a 0.77% increase from January 12 to January 16, 2026, outperforming the CSI 300 index by 1.34 percentage points, ranking 7th among 30 sectors [2][12]. - The report highlights the strategic significance of industrial internet platforms in reshaping the manufacturing system and enhancing supply chain resilience and security [3][33]. - The goal for industrial internet platforms by 2028 includes establishing over 450 high-quality platforms, connecting 120 million devices, and achieving a penetration rate exceeding 55% [4][34]. Summary by Sections Communication Industry Market Review - The communication sector's cumulative increase for 2026 is 2.39%, ranking 16th among the primary sectors [2][12]. - The sector includes 119 listed companies, with 54 experiencing price increases and 64 seeing declines during the review period [13]. - The TTM PE ratio for the communication sector is 26.95, positioned at the 37.25 percentile [14]. Industry News - A new satellite constellation plan has been submitted to the ITU, proposing nearly 200,000 satellites, significantly surpassing existing projects [17][18]. - The industrial internet platform development action plan aims to enhance the quality and application of platforms, marking a shift from merely building platforms to strengthening and utilizing them [3][34]. Investment Recommendations - The report suggests maintaining a cautiously optimistic stance, focusing on operators with ongoing profit growth, companies benefiting from traffic and computing network growth, and those with strong core competitiveness through continuous innovation [5][37].