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富瑞2G重耕能使中国联通(0762.HK)下半年增加市场份额
格隆汇 07-23 13:17

富瑞发表研究报告指,首两季中国联通(0762.HK)的4G市场份额按年提升,其增长恢复主要由于中国移动(0941.HK)的定价合理。6月份,中移动4G按月净增20%,但被中国电信(0728.HK)按月跌22%抵消,而中国联通则增加6%。该行相信,中国联通的2G重耕能在下半年增加其市场份额。

富瑞表示,根据上半年的数据,电讯板块的疲弱是不合理,但市场忧虑电讯商为配合政府加速5G部署,会上调2019年的资本开支。另外,中国电讯商亦给予供应链公司巨大压力,期望减低他们的资本开支压力。该行指,虽然行业的手机收入增长逐渐回复,但市场通常会在短期调整影响,仍需等待下月的半年数据作依据。

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