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5G概念股隨A股同業逆市受捧 長飛及京信急漲8.5%及14%
阿思達克 01-20 11:29

國內運營商5G承載網首個開標項目—中國電信2020年5G承載網招標近日落地,內地5G及華為概念板塊今早分別升1.5%及1.8%跑贏大市,相關個股有3隻漲停。

本港相關股以京信通信(02342.HK)表現最好,股價連續第二天急升兼交投持續活躍,承上周五急漲10%創逾七年半高強勢,今早進一步急升至2.94元,為2012年3月中旬以來最高,現造2.9元,續漲14%,成交續增至8,237萬股,創近九個月高。

中通(00552.HK)及長飛(06869.HK)突破牛熊線(5.82元及16.91元),最高見6.08元及17.58元,後者暫創近九個月高,現造6.01元及17.56元,升4.5%及8.5%,前者成交1,753萬股,後者成交急增至624萬股。

近日,2020年國內運營商5G承載網第一個招標項目落地,中國電信2020年5G承載集中採購項目完成招投標和結果公示,中標候選人包括華為、中興通訊、新華三、烽火通信、和記奧普泰通信、上海欣諾通信。本次採購分為 STN-ER(核心)、STN-B(匯聚)、STN-A(接入)三個標包,總體報價分別在1-2億元人民幣(下同)、5-8億元、10-16億元。

此外,市場也憧憬德國或採用中國電訊設備商華為5G基站設備,德國內政部長澤霍費爾早前指,若排除華為在德國5G網絡建設之外,該國5G建設恐怕會滯後幾年。

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