5G板塊拉昇走強 明年國內將新建5G基站超60萬個
格隆匯12月29日丨5G板塊拉昇走強,武漢凡谷、世嘉科技拉昇漲停,宜通世紀、移為通信、烽火通信漲超8%,中興通訊、通宇通訊漲超7%、劍橋科技、中貝通信等紛紛跟漲。工信部部長肖亞慶在28日召開的2021年全國工業和信息化工作會議上説,2021年將有序推進5G網絡建設及應用,加快主要城市5G覆蓋,推進共建共享,新建5G基站60萬個以上。肖亞慶表示,要以5G建設為牽引,統籌部署數據中心和算力設施。同時聚焦10個重點行業,形成20大典型工業應用場景,開展工業5G專網試點,並適時發佈部分頻段5G毫米波頻率規劃。興業證券認為,5G基站規劃整體規模符合年初預期,整體建設適度超前。預計運營商5G三期主設備的盈利能力有望得到較大改善,設備商受益顯着,建議關注5G主設備龍頭。

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