SDGI(SZ:000070)2022-12-06 01:28Group 1: Company Overview and Activities - The company, Shenzhen TeFa Information Co., Ltd., engaged in a specific investor research activity on November 10, 2016 [1] - Participants included representatives from France Paris Securities (Asia) Co., Ltd., Heqi Investment, and Beijing Kaibo Investment Management Co., Ltd. [1] - The visit included a tour of the company showroom, enhancing understanding of the product line [1] Group 2: Industry Insights and Challenges - The company discussed the impact of recent bidding results from China Mobile's procurement on the supply of prefabricated rods, indicating a tight supply situation affecting the fiber cable industry [1] - There is a limitation in fiber optic production capacity that affects the company's fiber cable business [1] - The company provided an overview of its non-cable business development status and strategic planning [1] Group 3: Future Market Predictions - Investment in 5G is expected to create new demand for fiber optic cable products, with base station investments also increasing [2] - Operators are actively conducting trials, with plans to commercialize by 2020, suggesting a peak in 5G investment around 2019-2020 [2] - The current shortage in the production of prefabricated rods is a bottleneck for fiber supply, indicating that the optical communication industry will remain in a prosperous phase [2]