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泛在電力物聯網板塊走強 岷江水電(600131.SH)封漲停
格隆匯 12-19 10:21
格隆匯12月19日丨泛在電力物聯網板塊走強,岷江水電封漲停,光一科技漲超6%,億嘉和漲超5%,國電南瑞、國電南自、置信電氣等紛紛跟漲。消息上,廣電與國家電網有望合作建設5G基站。廣電通過與國家電網的合作,有望在電力供應方面獲得足夠保障以及可能的價格優惠,並獲得巨量的電力杆塔站址資源,推動5G建設速度明顯加快。此外,國家電網近日內部印發《泛在電力物聯網2020年重點建設任務大綱》通知。文件顯示,2020年將是泛在電力物聯網建設“三年攻堅”的突破年,對如期完成“初步建設泛在電力物聯網”的目標至關重要,其中5G建設及應用等也是大綱中明確提及的重點任務之一。
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