中金:中興通訊受益於新基建 升H股目標至42.12港元A股至57.19元
中金公司發表研究報告指,中興通訊(0763.HK)是5G等“新基建”的主要受益標的之一,隨着公司及供應鏈產能逐步恢復,公司今明兩年利潤增長的確定性提高。該行上調中興通訊A股目標價至57.19元人民幣,並將其H股目標價上調至42.12港元。
中金指,中興通訊2月中上旬開始復工,PCB、光模塊、濾波器等主要供應鏈配套企業產能逐步恢復,總體產能能夠滿足運營商加快5G建設的需求。隨着5G和新基建價值體現,近一個月以來,公司2020年平均預測市盈率升至35倍。

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