中天科技(600522.SH)連續第二日漲停 預中標南網及5G天線項目
格隆匯8月12日丨中天科技(600522.SH)今日再度漲停,為連續第二日漲停,報9.56元,市值293億元。近日公司發佈《關於預中標南方電網項目的公吿》以及《關於全資子公司中標5G天線項目的公吿》。公吿顯示,南方電網項目預中標金額合計約8.97億元人民幣,5G天線產品中標金額合計約10.38億元人民幣。天風證券最新研報稱,公司從單一的光纖光纜板塊,持續擴張形成5G光通信+電力+海洋+新能源四大業務板塊,並且每個領域市場地位均保持前列,具備較強的穿越週期穩成長能力。展望未來,光纖光纜未來有望逐步復甦;海上風電短期高景氣,長期有空間;新能源(光伏支架/材料、儲能等)業務迎來持續高增長機遇。

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