共建共享5G网络!中国联通(0762.HK)高开4.2%,中国电信(0728.HK)高开3%
格隆汇9月10日丨中国联通(0762.HK)和中国电信(0728.HK)今日纷纷大涨,早盘分别高开4.23%和3.06%。中国联通昨晚公告称,与中国电信进行5G网络共建共享合作。根据合作协议,联通运营公司将与中国电信在全国范围内合作共建一张5G接入网络。业内人士指出,中国电信和中国联通共建共享5G网络,核心的考虑因素就是降低建网和运维成本,减少资本开支。中国联通董事长王晓初在2019年中期业绩发布后曾透露,5年的5G建设周期中,预计共建共享将为联通和电信各节省2000亿元资本开支。中金最新报告称:“中国联通与中国电信合作共建一张5G网络,缓解运营商资本支出压力,利好两家公司;上游通信设备及中国铁塔、中国通信服务等公司或因建设提速而加快业绩释放,目前中国移动的4G基站数是中国联通和中国电信之和,预计联通和电信5G联合网络的基站数和中国移动的5G基站数可能基本相等,所以5G总体投资建设规模仍然可观。”
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