中信證券5G時代開啟材料市場廣闊
格隆匯8月20日丨中信證券認為,5G時代的到來催生材料的變革與需求,新技術的出現對材料提出新的性能要求,孕育新的市場機會。目前5G市場處於導入期,已有少數龍頭企業進行材料端的產業鏈佈局,並開始進行下游客户的導入。隨着5G商用化逐步推進,在政策的大力支持下,全產業鏈有望快速發展,而龍頭企業的戰略先發優勢將快速顯現,業績有望快速放量,相關材料公司將受益。建議關注國瓷材料、普利特、金髮科技、方邦股份等公司。
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