港股異動 | 中國通信服務漲近4% 中國明年進入5G基站大規模建設期
格隆匯11月8日丨中國通信服務(00552.HK)漲近4%,報5.53港元,成交7277萬港元,總市值約380億港元。我國已經正式進入5G商用時代,中國信息通信研究院副院長王志勤表示,5G基站建設投資較大,一般都是分批開展建設。根據有關規劃,年內將在50個城市建13萬個5G基站。預計明年將會是5G基站大規模建設期,相信會逐步部署到全國各個城市。光大證券11月5日發佈研報稱,中國通信服務受益於通信基建賽道,其業績成長性兑現具備更高確定性,且資產質量、現金流表現更優;同時加快信息化轉型拓展BPO及ACO業務,中長期成長空間更加廣闊,理應享受一定的估值溢價,給予20年12xPE,目標價6.6元港幣,首次給予“買入”評級。
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