5G板塊全線走高 中興通訊(000063.SZ)封漲停
格隆匯7月12日丨5G板塊全線走高,A股中興通訊封漲停,報34.4元,港股中興通訊盤中一度大漲超11%;億通科技漲停,新易盛大漲超17%,光庫科技漲近17%,天孚通信、紫光股份、烽火通信、衞士通等集體上漲。5G龍頭中興通訊上週五發布預吿,預計上半年實現歸屬於上市公司普通股股東的淨利潤38~43億元,同比增長104.60~131.52%,超預期。繼上個月移動、廣電700MHz 5G基站集採啟動後,7月9日晚,電信、聯通發佈了2.1GHz 5G基站集採公吿,兩家電信運營企業計劃合計採購24.2萬站,本次集採最高投標限價為205.32億元。光大證券表示,隨着5G基站集採逐步落地,下半年5G建設景氣度有望回升。

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