港股異動 | 5G概念股走強 工信部批准中國聯通將900MHz頻段頻譜資源重耕用於5G系統
格隆匯11月4日丨5G概念股走強,京信通信漲4.8%,小米集團漲3.7%,建滔積層板漲3.5%,中國通信,中興通訊漲1%,中國移動、中國聯通、中國電信跟漲。信部批准中國聯通將現用於2G/3G/4G系統的904-915/949-960MHz頻段(900MHz頻段)頻率資源重耕用於5G系統。此次工信部批准中國聯通使用900MHz頻段開展5G業務,將進一步拓展我國低頻段5G產業空間、擴大低頻段5G網絡覆蓋,有利於農村及邊遠地區人民羣眾進一步享受高質量5G服務。中郵證券指出,隨着三大運營商5G網絡建設的不斷提速,我國5G網絡進入大規模部署和應用階段。5G時代預計超過80%的數據流量發生在室內,作為5G覆蓋的重要場景,室內逐漸成為下一階段建設的重點,分佈式皮基站和擴展式皮基站產品需求有望迎來爆發。銀河證券認為,5G應用蓬勃發展。我國5G已然從此前的主設備建設期逐步向多行業應用規模化時期進化。5G產業相關公司通過對自身業務的外延拓展以及產業技術升級,帶動基本面邊際改善。

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