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A股異動丨同洲電子漲停 廣電正式獲得5G使用權
格隆匯 01-06 14:12
格隆匯1月6日丨同洲電子(002052.SZ)漲停,報3.63元,總市值27億元。據工信部官網披露,工信部1月3日依申請向中國廣電頒發4.9GHz頻段5G試驗頻率使用許可,同意其在北京等16個城市部署5G網絡。由於4.9GHz試驗頻率與中國移動頻率一致,業內猜測,中國廣電有可能與中國移動合建5G網絡。如果廣電與移動合作組網,中國有可能形成5G四大運營商2:2的行業格局。中國廣電計劃在2020年正式實現5G商用,採用700M+4.9G低頻+中頻協同組網策略,並且直接採用獨立組網路線,同時開展個人業務和行業垂直應用。公司有望為廣電開發5G終端產品。同洲電子的主營業務為廣電全業務融合雲平台、數字電視中間件、智能電視操作系統TVOS、智能數字終端、智能網關、數字電視前端設備等的研發、製造、服務與銷售以及與智慧家庭相關的增值業務的開發、集成和運營,主要面向廣電運營商、電信運營商及全球海外運營商市場。
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