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中興通訊AH再度聯袂走強 花旗由籲沽轉叫買,調升目標價80%
格隆匯7月13日丨中興通訊(0763.HK)漲3.42%,報25.7港元;中興通訊(000063.SZ)亦漲逾4%,報35.81元。中興通訊上週發盈喜,預計上半年淨利潤同比增約1.05倍至1.3倍。花旗稱,中興在內地5G的市場份額提高,而且毛利率好轉。展望下半年,中興同時有望受惠於政府及企業,利好下半年收入增長前景,預計中興今年全年的政府及企業收入按年增幅可達28%。另外,5G招標即將啟動,亦都可能帶動中興市場份額進一步提高,遂看好中興,將其目標價由16.7港元上調至30.5港元,評級由“籲沽”轉“叫買”。

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