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中移動(00941.HK)百億人民幣光纜採購啟動
中國移動(00941.HK)公布,2021年-2022年普通光纜集中採購項目啟動,市場料行業供需結構有望進一步改善。 是次項目預估規模為447.05萬皮長公里,折合1.432億芯公里,最高投標限價98.59億元人民幣,集採規模相比2020年提升20%、比2019年提升36%。 內地傳媒報道,中國移動此次普通光纜集採啟動時間,較前兩年推遲,主要是上半年5G建設進度相應放緩,三大運營商上半年5G相關資本開支較「審慎」,均未達到全年資本開支預算目標的50%,惟三大運營商強調,會維持全年5G投資計劃不改變,料下半年運營商5G投資建設步伐將加快。
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