嘉利國際(01050.HK):取得領先通訊設備供應商的5G基站伺服器外殼訂單
格隆匯7月29日丨嘉利國際(01050.HK)公佈,集團於較早前取得全球領先的中國通訊設備供應商("設備供應商")的5G多接入邊緣計算(MEC)項目的伺服器設備外殼採購中標通知書。是次中標的合約總出貨量約為二十萬台,集團主要為該設備供應商提供5G伺服器設備外殼的模具設計及製造、組裝服務、以及提供機械部件解決方案等,現已開始陸續付運。
集團於2016年起開始成為該設備供應商的認可供應商,隨着合作逐步加深,每年取得的生意金額亦相應增加。集團近年積極擴大產品組合,與該設備供應商的持續合作,將對集團在5G領域的伺服器訂單有積極推動作用。
全球對5G的應用愈見重視,各產業的轉型升級將更依賴相關伺服器設備的支援。國家不斷出台政策支持5G產業發展,除了在通信業層面推進5G取代4G商用網絡,近期出台之《5G應用"揚帆"行動計劃(2021–2023年)》更面向信息消費、實體經濟、民生服務三大領域,目標通過3年時間重點推進15個行業的5G應用,將拉動大量基站升級及5G設備之需求,集團預期5G市場的巨大潛力會對集團之工業業務有正面影響。而隨着5G基站集中採購計劃招採開啟,作為5G產業鏈上游通信設備企業的供應商,集團預期其5G產品的覆蓋率將有可觀的上升潛力。
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