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A股異動丨世嘉科技大漲逾8% 年底5G基站將達13萬個
格隆匯 12-04 10:59
格隆匯12月4日丨世嘉科技(002796.SZ)大漲逾8%,報35.53元,總市值60億元。在日前舉辦的2019世界5G大會上,工業和信息化部部長苗圩介紹,目前全國已經開通5G基站11.3萬個,預計到年底將達13萬個,5G套餐簽約用户已有87萬個,發展勢頭良好。公司是國內精密箱體制造領域龍頭企業,世嘉科技2018年完成對波發特的收購,波發特是 中興通訊(30.710, 0.04, 0.13%) 和日本電業4G濾波器和天線的主要供應商之一,在技術研發、產品量產能力等方面表現卓越。隨着下一代5G通信網絡建設逐步啟動,公司已經獲得中興5G天線及濾波器產品訂單,開始向中興批量交付5G產品。同時公司重點拓展北美以及愛立信等新客户,有望進一步擴展公司市場空間,增強公司抗風險能力。
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