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光纖光纜(06869.HK)等中標中移動(00941.HK)2021年-2022年普纜集採
據《C114通信網》報道,中移動(00941.HK)公布2021年-2022年普通光纜集採中標候選人,最終長飛光纖光纜(06869.HK)、富通、亨通、中天、烽火等14家廠商入圍。粗略估算,此次光纜最終成交均價超過60元人民幣(下同)/芯公里,去年則約為40元/芯公里,漲幅超過50%,開始恢復到2019年的水平,「V」型反轉趨勢明顯。此次集採規模相比2020年提升20%,相比2019年提升36%。 由於原材料價格大幅上漲,光纖光纜企業近年承受極大壓力且錄虧損,為保證行業良性發展,中國移動微調招標規則,此次集採後價格上漲覆蓋原材料上漲,預計光纖光纜企業能夠錄得少量利潤。中移動表示,該招標方式既保證了適度競爭,也保障了後續5G建設供應,符合中央關於採購招標的趨勢要求和通信基礎設施適度超前建設的要求。(ta/s) ~
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