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南亞新材(688519.SH):公司高速材料本身與龍頭通信公司一直合作密切

格隆匯6月19日丨有投資者向南亞新材(688519.SH)提問:公司今年在參與5G建設這塊是否有新的動態?

南亞新材回覆:公司高階MID LOSS、LOW LOSS級別的高速產品應用於無線設備中的AAU、BBU等核心模塊。隨着中國移動2023年至2024年5G無線主設備(2.6GHz/4.9GHz)6.38萬站集中採購和2023年至2024年5G 700M無線網主設備2.31萬站集中採購結果出爐,此次集採之外,中國移動啟動擴容集採(單一來源方式)約40餘萬站,採購大單分別由五家企業中標。大部分中標企業與我司均存在密切合作關係,同時我司高速材料本身與龍頭通信公司一直合作密切,加之全國產化要求,將拉動上下游合作伙伴積極參與,有利於我司爭取更多的市場份額,擴大高階產品的銷售份額。

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