搭上“全國一網”的車,歌華有線股價復牌漲停!
源於組建“全國一網”的利好,歌華有線股價今日復牌便迅速漲停了——截至發稿,其股價報於11.33元,最新總市值為157.69億元。

(行情來源:wind)
言歸正傳,將目光拉回到這一項組建“全國一網”的合作協議上。
6月1日晚間,歌華有線發佈公告稱,控股股東北廣傳媒投資發展中心、間接控股股東歌華傳媒集團當日與中國廣播電視網絡有限公司(下稱廣電有限)簽署《出資意向協議》,北廣傳媒投資發展中心以其持有的上市公司2.66億股股份(佔總股本的19.09%),出資共同發起組建中國廣電,公司股票並於6月2日復牌。

(圖片來源:歌華有線公告)
據瞭解,此次出資實施完成後,歌華有線控股股東將由北廣傳媒投資發展中心變更為廣電有限,而公司實際控制人也將由北京廣播電視台變更為國務院。
而值得一提的是,歌華有線在參與組建中國廣電的方式上與廣電系公司有所不同,其主要是持有的公司股份出資,而貴廣網絡、東方明珠、廣電網絡等11家廣電繫上市公司主要是以現金持股,而這一出資方式則是致歌華有線控制權發生變更的主要原因。
不惜改變控制權也有加入中國廣電的整合之中,由此可窺歌華有線對於這一張“大網”的看重。
據瞭解,“全國一網”股份公司成立後,將實行母子公司制架構,構建統一的運營管理體系,以有線電視網絡整合為契機,深入實施智慧廣電戰略,加快以全國互聯互通平台為基礎的有線電視網絡IP化、智能化改造,建設具有廣電特色的5G網絡,推動大屏小屏聯動、無線與有線對接、衞星與地面協同,顯著提升全國有線電視網絡的承載能力和內容支撐能力,有力促進各級廣播電視台網深度融合發展,發揮海量內容優勢,向移動化、全媒體傳播轉型升級。
此外,從廣電業務方面來看,隨着5G、VR、8K、人工智能物聯網等新興技術的快速發展,未來廣電將加快這些高新技術的運用,其產業鏈景氣度也被進一步激活。而在此基礎上,有線電視用户多這一特點,也將可以讓它迅速切入“5G+電視+AI+4K/8K”這一條賽道,實現換道超車。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.