華為概念股持續拉昇 昂納科技集團漲逾10%
格隆匯3月13日丨華為概念股持續拉昇,昂納科技集團(0877.HK)漲10.3%、京信通信(2342.HK)漲6.47%。消息面上,英國、法國先後表示批准華為部分設備參與其5G網絡建設,以及美國政府再次延長華為臨時許可證至5月15日。此外,華為將於本月26日舉辦華為P40系列全球線上發佈會。信達證券表示,對P40的生命週期出貨量預測維持在2500萬台。疫情對手機市場的確形成了較大沖擊。2月份國內手機市場同比降幅達40%。但近幾周銷量已有明顯回暖。從周度數據來看,過年期間,即1月27日-2月2日,國內市場手機銷量數據降幅達75%。但自復工以來,需求迅速回暖。尤其是在2月份最後一週,同比降幅已顯著收斂至15%,其中華為在最後一週更是有同比22%的增長。預計全年國內市場手機銷量3.2億部。建議關注立訊精密、舜宇光學科技等標的。
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