鐵塔、中通服及京信漲逾4%至6% 工信部部長指將加快6G網絡研發
工信部部長金壯龍指內地已建成規模最大、技術最先進的5G網絡,5G移動手機用戶已超過5.75億戶,當局將加快6G網絡研發。相關股今早以京信通信(02342.HK)升幅最大,該股繼上周五(3日)整固後,今早(6日)股價曾升破52周高位1.61元,最高見1.62元,現報1.59元,回升6.7%,成交急增至1,279萬股。
中通服(00552.HK)五連漲,高見3.88元(暫受制去年3月底所造52周高位4.088元),現現3.74元,續升5.1%,成交達2,702萬股(已接近上周五全日成交量2,749萬股。
中國鐵塔(00788.HK)去年純利87.87億元人民幣,按年升19.9%;派末期息3.232分,上年同期派2.624分。鐵塔繼上周五(3日)回吐後,今天股價重越牛熊線(0.9元),最高見0.94元,現報0.93元,回升4.5%,成交增至2.83億股。德銀績後維持鐵塔「買入」評級,以反映三大中資電訊商ICT業務發展及移動ARPU上升,目標價則由1.5元降至1.4元。長飛光纖(06869.HK)升逾2.5%,曾高見16.16元。
三大中資電訊股中電信(00728.HK)、藍籌中移動(00941.HK)及聯通(00762.HK)今早各曾漲約4%,分別高見4.39元、64.75元及6.54元分別創近四年高、約三年高及約兩年半高遇阻,現報4.29元、63.5元及6.3元,分別升1.7%、2.4%及0.5%。
國務院總理李克強於任內最後一份《政府工作報告》提及,過去五年持續推進網絡提速降費,發展「互聯網+」,移動互聯網用戶總數增至14.5億戶。當局支持工業互聯網發展,有力促進製造業數字化智能化。重申增強科技創新及發展「互聯網+」。此外,據《央視》報道,工信部部長金壯龍指,內地已建成規模最大、技術最先進的5G網絡,5G移動手機用戶已超過5.75億戶,今年將新建開通5G基站60萬個,總數將超過290萬個;6G推進工作組已在開展工作,要加強國際合作,加快6G的研發。
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