5G概念股随A股同业逆市受捧 长飞及京信急涨8.5%及14%
国内运营商5G承载网首个开标项目—中国电信2020年5G承载网招标近日落地,内地5G及华为概念板块今早分别升1.5%及1.8%跑赢大市,相关个股有3只涨停。
本港相关股以京信通信(02342.HK)表现最好,股价连续第二天急升兼交投持续活跃,承上周五急涨10%创逾七年半高强势,今早进一步急升至2.94元,为2012年3月中旬以来最高,现造2.9元,续涨14%,成交续增至8,237万股,创近九个月高。
中通(00552.HK)及长飞(06869.HK)突破牛熊线(5.82元及16.91元),最高见6.08元及17.58元,後者暂创近九个月高,现造6.01元及17.56元,升4.5%及8.5%,前者成交1,753万股,後者成交急增至624万股。
近日,2020年国内运营商5G承载网第一个招标项目落地,中国电信2020年5G承载集中采购项目完成招投标和结果公示,中标候选人包括华为、中兴通讯、新华三、烽火通信、和记奥普泰通信、上海欣诺通信。本次采购分为 STN-ER(核心)、STN-B(汇聚)、STN-A(接入)三个标包,总体报价分别在1-2亿元人民币(下同)、5-8亿元、10-16亿元。
此外,市场也憧憬德国或采用中国电讯设备商华为5G基站设备,德国内政部长泽霍费尔早前指,若排除华为在德国5G网络建设之外,该国5G建设恐怕会滞後几年。
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