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《大行報告》大摩:中移動母企與中國廣電共建5G 料對中移動及中國鐵塔影響正面
阿思達克 05-21 12:02
就中移動(00941.HK)公布,母公司中國移動通信集團已與中國廣播電視網絡訂立5G共建共享合作框架協議,雙方將共同投資建設700MHz5G無線網絡,摩根士丹利發表報告表示,相信合作對上市公司中移動影響屬正面,因中國廣電開放700MHz頻譜資源,將可收窄與聯通(00762.HK)及中電信(00728.HK)之間的共建5G優勢的差距。

該行指,中移動集團原先只擁有2.6GHz及4.9GH牌照,而中國廣播電視擁有700MHz及4.9GH牌照,合作可令中移動推出以700MHz為基礎的5G服務。

大摩亦認為,上述消息對中國鐵塔(00788.HK)影響正面,因今次合作會建設更多覆蓋700MHz的新基站,特別是在農村及郊區地方,而700MHz在戶外地區具有優勢。而大摩維持對中移動「增持」評級及目標價85元。

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