发帖
雷达卡
有线电视行业现状分析......................................................4
1.1有线电视用户总量仍将持续稳定增长........................................................4
1.2数字化进程进一步提速....................................................................4
1.3宽带全能网成为发展方向..................................................................5
1.4区域性有线电视网整合加快................................................................6
1.5行业ARPU值仍然偏低，但提升空间很大......................................................6
2． 三大要素影响行业前景......................................................8
2.1政策-行业壁垒短期难以被打破.............................................................8
2.2技术-IT技术突飞猛进将重构有线运营商生态环境.............................................8
2.2.1“三网融合”乃大势所趋........................................................8
2.2.2 有线运营商在带宽业务上仍具优势...............................................9
2.2.3频道资源增加提升有线网络价值................................................10
2.3市场-增值业务，黎明前的黑暗？..........................................................10
2.3.1有线运营商增值业务发展潜力巨大..............................................10
2.3.2 制约增值业务发展的不利因素逐步改善，发展前景乐观............................12
3． 数字化浪潮下有线电视竞争环境分析.........................................14
3.1 IPTV短期内难以对有线电视构成实质威胁...................................................14
3.2地面数字电视与卫星电视的潜在威胁.......................................................14
4． 行业投资机会和重点公司评级...............................................15
4.1 行业具备防御性特征，看好长期投资价值...................................................15
4.2重点公司评级...........................................................................15
5． 行业风险.................................................................17
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