《大行報告》瑞信:內地加快5G發展 料中興(00763.HK)及中通服務(00552.HK)可受惠
瑞信發表報告表示,就中國國家主席習近平早前表示,積極豐富5G技術應用場景,帶動5G手機等終端消費,以抵銷內地受到疫情拖累經濟的影響,而內媒亦報道,聯通(00762.HK)及中電信(00728.HK)上周四(20日)召開會議指將加快5G網絡的建設,爭取在今年上半年在47個城市完成建設10萬個5G基站,至今年第三季會達到25萬個基站,而中移動(00941.HK)則維持至今年年底建設30萬個5G基站目標,該行料中興(00763.HK)及中通服務(00552.HK)可受惠。
該行指,理解內地疫情會令原先5G建設項目延遲,因相關供應鏈會受到疫情所影響,指不少5G項目投標已自1月底起延遲,但今次內地政府下令加快5G發展後,相信營運商將會追隨中央政策。
瑞信表示,中移動於今年1月9日已展開5G數據設備的中央採購,華為已取得5個地區的IWF網絡設備訂單、中興取得3個地區訂單,指華為中標率為66.36%、中興為20.1%、而愛立信則為13.54%,此符合該行預期。
該行稱,其預測中國今年能新增61.3萬個5G基站目標將可達致,相信內地疫情影響僅屬短期,認為中興及中通服務將可受惠主要內地電訊商的資本開支及對5G所作投資。
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