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廣電系走強多股漲停!全國一網整合即將開啟
格隆匯 05-21 10:41

5月21日,廣電板塊開盤走強,隨後維持強勢,其中,湖北廣電廣西廣電、廣電網絡漲停,貴廣網絡吉視傳媒、華數傳媒等個股大幅跟漲。

來源於:Wind

而究及這一漲勢的原因,主要是源於此前消息面上釋放的利好,即廣電5G發展不斷受到積極推進。

首先,此前中國移動發佈公告稱,母公司與中國廣電訂立有關5G共建共享之合作框架協議,雙方將開展5G共建共享以及內容和平台合作,共同打造“網絡+內容”生態。其中,雙方聯合確定網絡建設計劃,按1:1比例共同投資建設700MHz5G無線網絡,共同所有並有權使用700MHz5G無線網絡資產。

而上述所説的“700MHz”具有傳播損耗低、覆蓋廣、穿透力強、組網成本低等諸多優勢,常被稱為移動通信的“黃金頻段”(今年4月工信部正式發文將700MHz用於5G建設)。

而隨着這一合作的推進,在一定程度上也意味着中國廣電5G建設開始全面發力,不斷向商業化運營邁進,尤其是在6月“全國一網”股份公司組建掛牌的利好支撐之下,廣電5G發展或將得到一個明顯的飛躍。

多家券商指出,隨着全國一網整合大幕開啟,中國廣電作為第四大運營商正式參與5G競爭,廣電系公司將迎來新的發展機遇。其中,在A股市場上,湖北廣電(000665.SZ)承接了國內首個廣電5G商用項目;華數傳媒(000156.SZ)預計今年啟動5G試驗網會;中信國安(000839.SZ)參股公司湘潭國安廣電是湘潭廣電5G網絡建設的項目方。

其中,天風證券分析,廣電作為低位板塊,安全有邊際,而2020年是網絡整合,以及5G融合(與電信、聯通)、搭建超高清的重要時間,相關上市公司整合、融合後重估空間較大。

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