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5G板块迎来上涨热潮!每周增加逾1万个5G基站再释利好
格隆汇 05-26 18:35

今日,5G板块迎来一波上涨热潮。截止收盘,华兴源创大涨20%,依米康、顺络电子、超汛通信、瑞玛工业、富春股份多股涨停,劲胜智能涨近8%,福蓉科技涨超6%,移远通信、天夏智慧、意华股份等概念股则大幅跟涨。

(行情来源:同花顺)

消息面上,5G概念股掀起上涨热潮主要是得益于“中国每周增加1万多个5G基站”这一消息利好刺激。

5月25日,工信部部长苗圩在“部长通道”上分享了我国5G网络架设的进展。苗圩表示,现在在祖国的大地上,每周增加1万多个5G基站,4月份增加了700万户5G用户,累计已经超过3600万户。

而对于5G的使用,苗圩还在会上表示,在疫情最紧张的时候,钟南山院士通过5G视频远程连线,为五个危重病人进行远程会诊。通过5G传输的影像资料都非常清晰,对于诊断、对于病人的救治都发挥了积极的作用。

此外,华为无线产品线副总裁甘斌则在华为第17届全球分析师大会上表示,目前全国已完成20万站5G基站建设,预计到今年年底,将会建成5G基站80万站,覆盖全国超过340个城市。

基于上述动作,有行业人士表示,5G、能源互联网、物联网、卫星互联网将会是通信行业的发展方向。此外,随着“新基建”被写入今年的政府工作报告中,5G建设与IDC建设有望成为今年最确定机会。

对此,东吴证券也表示,5G建设以及部署及节奏进一步加快,在运营商有限的资本开支内建成更多的基站,网络建设板块率先受益,持续看好主设备商、射频天线、PCB以及光纤光缆等板块投资机会。在此背景下,可长期关注5G主设备及基建,如中兴通讯、中国铁塔等股;天线方面可关注盛路通宇等股;光模块方面可关注中际旭创、光迅科技等股。

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