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                                                                                                                                                                          太阳神线上娱乐网:信息科技:两会期间 5G持续升温

                                                                                                                                                                          2019年03月14日 13:35 来源:长春市TV新闻网
                                                                                                                                                                              行情回顾:大盘大幅下跌,通信涨跌幅排名第三上周,通信(中信一级)指数上升至4772.87,相比上周上涨7.13%,跑赢沪深300指数9.59%。中信一级行业指数一周涨跌幅通信板块排名第三。细分板块方面,增值服务Ⅱ涨幅最大(+27.21%),电信运营Ⅱ(中信)期间上涨1.05%,涨幅最小。

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                                                                                                                                                                          【工信部部长苗圩:5G牌照将“很快”发放】

                                                                                                                                                                          【我国今年计划发射8-10颗北斗导航卫星】

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                                                                                                                                                                          【中国移动:坚决贯彻落实政府工作报告确保进一步降低网络资费】

                                                                                                                                                                          投资策略本周5G成为两会热点,工信部苗部长表示5G牌照将会很快发放,北京移动表示年底前5G将覆盖北京五环内。增值税调整,有利于让运营商花同样的钱但可以买更多的设备,利好5G建设。

                                                                                                                                                                          我们看好通信行业2019年的表现,依然看好5G行情,包括通信主设备商及其上游供应商。2019年将开展5G试商用,整个通信产业链相关公司有望实现业绩的初步释放;并且,2019年运营商有望实现试商用的规模化集采,一方面,通过试商用进一步催熟技术应用和相关产业链公司,另一方面,通过集采可以进一步确定相关厂商未来的参与格局。我们认为,随着5G建设的深化,我们继续看好通信5G板块的相关通信设备商以及上游供应商。

                                                                                                                                                                          风险提示1、运营商2019资本开支下滑;2、5G进展不及预期。