牛熊異動 | 5G獲熱捧,中興認購證漲180%
中興通訊A股封漲停,H股跟漲逾10%,看漲衍生品中興瑞信零乙購A(14805.HK)漲幅超180%。
西南證券發佈研究報告稱,隨着國內運營商5G建設加快以及政企持續推進通信建設採購,中興通訊業績長期向好。該行表示,中興通訊持續研發高投入,5G專利數位居全球第一陣營。公司持續推進研發高投入,2020年前三季度研發投入108億元,同比增長了15.3%。
目前公司位列全球專利佈局第一陣營,是全球5G技術研究、標準制定的重要參與者。截至今年上半年,公司研發部已經獲得約7.6萬項全球專利申請並持有有效授權專利超過3.6萬件。其中,公司全球5G戰略專利佈局超過5000件,位列5G全球佈局第一陣營的企業。
該行表示,雲網結合賦能行業轉型,中興通訊未來上升動力強勁。公司近年來不斷豐富產品線,在服務器、視訊、數通、數據庫、操作系統等核心產品領域均有佈局,並通過與國內政企多年的合作經驗,積極助推政企在5G通信的浪潮中完成數字化轉型,將自研豐富的產品線全面推向政企。未來公司將針對多樣化的行業應用場景,推出適用性高的雲網結合方案幫助政企合作夥伴完成產業轉型。
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