港股异动丨中兴通讯涨逾3% 今年步入收成期 券商唱多
格隆汇2月13日丨中兴通讯(0763.HK)涨逾3%,报28.95港元,总市值1334.34亿港元。交银国际发表最新报告,预料中兴通讯今年开始进入收成期,将评级由“中性”上调至“买入”,目标价调高至33港元。该行表示,去年首阶段的5G构建主要是非独立组网形式,这把中兴通讯置于不利地位,因为份额的分配是基于先前的4G份额,但预计三家中国电信商的5G招标结果将于今年第一季公布,随著电讯运营商从非独立过渡到独立组网,中兴将从今年开始获得更多份额。报告又指,自从去年下半年赢得中国移动的招标后,预计核心路由器将成为今年有线业务的推动力。另外,武汉肺炎疫情无阻内地5G发展,虽然疫情抑制了消费者需求,但中兴的敞口有限,因此短期财务前景相对稳定。公司下行风险包括招标结果弱于预期,以及5G的平均售价压力。中兴通讯亦入选了格隆汇2020“下注中国”十大核心资产,可点击链接参考。
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