港股异动|中国通信服务升超4%优先受益5G的深入推进
格隆汇8月1日丨中国通信服务(0552.HK)盘初逆势拉升,一度升超5%。现报5.47港元,涨4.36%,暂成交4040万港元,最新总市值396.86亿港元。5G概念股走势有所分化,中铁塔跌超1%,中移动下浮下跌。随着5G的深入推进,公司作为国内TIS龙头,将在通信网络工程建设领域优先受益。野村最新报告称,因中通服在中移动今年较早时的首次基建项目投标中标最多,下半年将受惠5G基建。重申“买入”评级,但目标价由7.5港元微降至7.2港元。另外,因应政府推动共享5G建设以降低成本,短期减少工程数目,但亦带动对效率和成本的需求,令未来行业的整合的可能增加,而公司的市场领导地位有助长远跑赢市场。
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