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天风证券:联通电信共建共享开通5G基站超40万个,万物互联加速渗透 - 站长搜索
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天风证券:联通电信共建共享开通5G基站超40万个,万物互联加速渗透

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2021-06-21 10:36:09 转载来源: 证券时报

  证券时报网讯,在日前召开的“第五届未来网络发展大会”的高峰论坛上,中国联通副总经理买彦州演讲时透露,中国联通和中国电信共建共享了全球首个规模最大的5G网络。截至目前,双方累计建设开通5G基站超过40万个,节省建设资金超过1000亿

  证券时报网讯,在日前召开的“第五届未来网络发展大会”的高峰论坛上,中国联通副总经理买彦州演讲时透露,中国联通和中国电信共建共享了全球首个规模最大的5G网络。截至目前,双方累计建设开通5G基站超过40万个,节省建设资金超过1000亿。天风证券指出,随着5G开始普及和物联网操作系统的逐步成熟,2020年中国IoT连接设备数开始进入了规模化快速发展阶段。亿欧智库的数据显示,不包括手机、PC和笔记本电脑,2020年中国IoT连接设备数超过30亿台,达到36.6亿台,相比2019年增长50.6%,并且预计未来几年中国IoT连接设备数将保持高速增长态势。

  投资建议:近期通信板块受益于电信和云计算市场的复苏回暖,以及行业集采等催化,板块表现较强。短期建议布局中报有望超预期品种,长期重点关注高景气细分领域、低估值且未来成长逻辑清晰的标的:物联网/智能网联汽车、视频会议、IDC、光模块、运营商的优质标的。5G投资机会核心机会在5G网络(主设备为核心)+5G应用(物联网/车联网+云计算+视频+流量)。

标签: 天风 证券 联通 电信 共建 共享 开通 5G 基站


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