本报讯 消息称，工信部正与其他11个部门积极推动“宽带中国”工程上升为国家层面的宽带战略，预计，“宽带中国”战略的实施细则和配套政策措施有望在9月出台。

Report from our correspondent news said，Work with the letter is 11 other departments to promote“Broadband China”Project for the national level rise of broadband strategy，Is expected to，“Broadband China”The detailed rules for the implementation of the strategy and measures provided in September is expected to come。

　　早在年初，工信部就提出，宽带普及提速工程2012年的主要阶段性目标为：新增FTTH覆盖家庭超过3500万户，使用4M及以上宽带接入产品的用户超过50％，新增固定宽带接入互联网家庭超过2000万户。而目前，各种指标的完成情况均超过了年初预期。

Early in the early part of，The letter had proposed work，Broadband penetration speed of the main stage in 2012 project target for：New covered more than 35 million family FTTH，Use 4 M and above broadband access product users and more than 50%，New fixed broadband access the Internet family more than 20 million homes。And the，All kinds of index completion of all more than expected early。

　　数据显示，在速率的提升上，使用4M及以上带宽产品的用户比例已经达到了54％，比2011年年末提升了14个百分点。全国已有12个省份4M以上的宽带产品用户比例超过了60％。在网络覆盖能力上，新增光纤到户覆盖家庭超过了2300万户，也超过了全年3500万目标任务的一半。在宽带用户发展上，新增固定宽带接入互联网家庭超过了1000万户，工信部年初确定的是2000万户，也实现了时间过半任务过半。

Data shows，In the ascension of rate，Use 4 M and above the user product bandwidth proportion has reached 54%，The end of 2011 than the 14% increase。The country had been 12 4 M more provinces broadband user scale products more than 60%。In the network coverage ability，New fiber to the home covers more than 23 million families，More than half of the 35 million annual goals and tasks。In broadband users development，New fixed broadband access the Internet family more than 10 million，The determination of the early work letter is of 20 million，Also has realized the time more than half duty more than half。

　　随着“宽带中国”战略的实施细则和配套政策措施的逐步出台，监管部门提出的既定目标也正逐渐实现，这将带动光通信行业持续受益。

as“Broadband China”The detailed rules for the implementation of the strategy and measures provided to gradually come，Regulators also put forward the established goal is gradually realize，This will drive optical communication industry continue to benefit。

　　德邦证券TMT行业研究员李明选昨日接受《大众证券报》采访时表示，政府如此重视“宽带中国”战略，在于宽带是一切新经济(310358,基金吧)发展壮大的基础。在目前经济增速下行的背景下，为刺激经济增长，“宽带中国”战略的出台势在必行。“因此，宽带战略如期发布是大概率事件，届时将对宽带产业链相关厂商带来长期增长动力。”

DeBang securities industry LiMingXuan TMT researcher yesterday accepted《Public stock certificate report》Interviews that，The government so much to“Broadband China”strategy，In all the new broadband is economic(310358,Fund it)Development and expansion of the foundation。In the present economic growth under the background of the downside，To stimulate economic growth，“Broadband China”The promulgation of the strategy is imperative。“so，Broadband strategy duly issued is big probability events，For broadband industry chain will be relevant firms bring long-term growth momentum。”

　　东方证券通信行业分析师吴友文认为，宽带中国的重点目标是“让宽带用起来”，提高国民的宽带使用率和使用速度，这将直接推动国内光纤到户实装率的提高，带动入户投资的需求，主要包括家庭网关、软光缆等领域需求。“而从电信运营商的角度来看，则需要进一步维持光纤到户建设规模。预计接入网建设规模仍将保持高位，同时入户投资将成为接入领域的主要投资新增点。”

Orient securities analysts WuYouWen think the communication industry，China's key goal is broadband“Let the broadband use up”，Improving national broadband usage and use speed，This will directly promote domestic fiber to the home of the rate increase this chronicle，Drive door investment demand，Mainly includes family gateway、Soft optical cable etc demand。“And from the point of view of telecom operators，The need to further maintain fiber to the home construction scale。Is expected to access network construction scale still will remain high，At the same time entering a investment will become the main investment access field new points。”

　　据吴友文测算，实装率的提高将直接带动终端宽带用户流量的提升，从而推动对城域网和骨干网扩容的需求，未来2-3年，传输投资的增速将会维持在25%左右。而从互联网运营商角度来看，由于用户端带宽的提升将直接提升其内容使用流量，从而提高CDN业务的使用需求，同时从运营商角度来看也需要对流量分业务分用户进行控制管理，CDN业务领域将会面临良好机遇。

According to WuYouWen estimates，This chronicle of the rate increase will directly driven terminal broadband users the ascension of the flow，To promote the man and backbone of the expansion of demand，The next two to three years，Transmission of investment growth will remain at around 25%。And from the Internet operators Angle，Because the bandwidth of the client ascension will enhance the content directly use the traffic，So as to improve the use of business demand CDN，At the same time from operators need to be Angle flow points business points users control management，CDN business areas will face a good opportunity。

　　对于相关通信行业概念股，李明选跟吴友文都重点推荐了烽火通信(600498,股吧)，此外，吴友文还建议关注日海通讯(002313,股吧)，而互联网运营商加速方面继续重点推荐网宿科技(300017,股吧)。

In a related communications industry the concept，LiMingXuan with WuYouWen key recommendation is the beacon communication(600498,Shares it)，In addition，WuYouWen also suggested that awareness day sea communication(002313,Shares it)，And Internet companies continue to speed up the key recommendation nets lodge and science and technology(300017,Shares it)。

　　据了解，下半年在对外发布“宽带中国”战略之外，还有望通过财政资金直接投入及税收优惠等措施促进宽带发展，甚至可能通过立法的方式破解驻地网困局，为FTTH发展扫清障碍，或者向中国移动、广电发放固网经营牌照，增加宽带市场的竞争者数量，通过激活市场竞争的方式加速宽带网络建设。“有利于进一步推动电信运营商宽带建设的积极性，推动光通信投资确定性增长。”李明选如是表示。 记者 夏明月

According to understand，Released in the second half“Broadband China”Outside strategy，Also is expected to through the financial capital investment and direct tax incentives and other measures to promote the development of broadband，May even through the legislation way crack stations nets boat，For FTTH development remove barriers，Or to China mobile、Radio and television issued fixed-line business licenses，Increase the number of broadband market competitors，By activating the market competition way accelerating the broadband network。“To further promote the construction of broadband telecommunications operator enthusiasm，Promote optical communication investment certainty growth。”LiMingXuan so said。 Reporter XiaMingYue