港股異動 | 中興通訊H股漲近5% 中標中移動2個高端路由器項目
格隆匯1月9日丨中興通訊(0763.HK)現漲4.9%,報26.6港元,暫成交1.8億港元,最新總市值1124.5億港元;公司A股現漲3.56%,報36.98元。消息面上,公司近日中標中國移動“高端路由器2T檔”和“高端路由器400G檔”2個標包。招商證券指,公司逐步切入技術難度最大的高端路由器市場,具有重要里程碑意義。作為國內份額排名前二的主設備商,公司業績在國內市場支撐下重新進入上升通道。公司海外份額持續突破,中興有望在5G時代全球通信設備市場實現15%以上的份額。預計公司2019-2021年淨利潤分別為50.5億元、60.5億元、80億元,考慮定增募資130億,對應公司A股2019-2021年PE為32.5X、27.1X、20.5X,對比行業平均估值水平,公司估值仍有提升空間。
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