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《大行报告》中金料内地10月前或推5G商用推荐中国铁塔(00788.HK)中通服务(00552.HK)
阿思达克 06-05 14:28

中金发表报告指,新华社昨日(4日)报道,工信部近期将发放5G商用牌照,中国将正式进入5G商用元年。该行认为,5G牌照的发放标志着政策面推动5G发展的坚定决心,也同时申明了中国5G建设开放合作的态度,希望推动全球产业链的协同合作,有助於缓解目前对於中国5G商用进程不确定的担忧。

中金指,目前中国已经在5G中频段(2.6Ghz和3.5Ghz)具备商用基础,预测随着政策层面的不断推进,运营商将加速开展5G网络部署,或於10月1日前正式实现商用。

该行又认为,5G初期的服务将聚焦在两个方向,为大城市的高ARPU用户提供5G网络服务;及在特定垂直行业展开产业互联网应用创新和示范。目前三大运营商已经分别宣布了5G初期的发展规划,5G在产业互联网中的应用将是运营商发力的重点,以车联网、智能制造、大数据、物联网、云计算为代表的下一代ICT服务会帮助运营商全面转型升级。

中金提到,5G周期初期,基础设施服务商表现会相对优於电信运营商。推荐中国铁塔(00788.HK),目标价为2.5元;另外亦推荐中通服(00552.HK),目标价8.2元。

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