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5G板块拉升走强 明年国内将新建5G基站超60万个
格隆汇 12-29 09:58
格隆汇12月29日丨5G板块拉升走强,武汉凡谷、世嘉科技拉升涨停,宜通世纪、移为通信、烽火通信涨超8%,中兴通讯、通宇通讯涨超7%、剑桥科技、中贝通信等纷纷跟涨。工信部部长肖亚庆在28日召开的2021年全国工业和信息化工作会议上说,2021年将有序推进5G网络建设及应用,加快主要城市5G覆盖,推进共建共享,新建5G基站60万个以上。肖亚庆表示,要以5G建设为牵引,统筹部署数据中心和算力设施。同时聚焦10个重点行业,形成20大典型工业应用场景,开展工业5G专网试点,并适时发布部分频段5G毫米波频率规划。兴业证券认为,5G基站规划整体规模符合年初预期,整体建设适度超前。预计运营商5G三期主设备的盈利能力有望得到较大改善,设备商受益显着,建议关注5G主设备龙头。

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