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《大行報告》富瑞料中國廣電5G網絡服務啓動對內地電訊股影響有限
富瑞發表報告指,中國廣電推出5G網絡服務,價格由118元人民幣起,若簽約則爲71元人民幣起,最少提供40GB用量,但通話分鐘遠低於其他電訊商。 該行認爲,中國廣電推出的服務有兩大弱點,包括其與中移動(00941.HK)共同建立網絡,使用700MHz,明顯低於中移動自有網絡及中電信(00728.HK)和聯通(00762.HK),意味着數據速度慢很多。 富瑞相信,中國廣電推出5G網絡對內地電訊股影響有限,估計中國廣電今年會有300萬用戶,2025年升至3,900萬,市場佔有率爲2.4%。
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