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中移动进行无线网主设备集采5G产业链需求提升相关产业链公司有望受益 - 站长搜索
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中移动进行无线网主设备集采5G产业链需求提升相关产业链公司有望受益

电信通讯 2021-06-28 10:39:48 转载来源: 证券时报

  证券时报网讯,中移动采购和招标网近日公告,对5G700M无线网主设备进行集中采购,采购规模约为48万站,总共3个标包,标包限定最多3家厂商中标。  华创证券指出,相比之前5G主设备集采,此次单个标包中标厂商数量更少,划分份额表现更为集中,有利于5G产品竞争力强的国内主设备商获取更高份额

  证券时报网讯,中移动采购和招标网近日公告,对5G700M无线网主设备进行集中采购,采购规模约为48万站,总共3个标包,标包限定最多3家厂商中标。

  华创证券指出,相比之前5G主设备集采,此次单个标包中标厂商数量更少,划分份额表现更为集中,有利于5G产品竞争力强的国内主设备商获取更高份额。同时也表明中国移动与广电合作正式启动,将加速下半年5G建设,进一步提升5G网络建设规模和资本开支,对5G产业链带来新的需求增量。中兴通讯、天孚通信、华工科技、光迅科技、武汉凡谷等相关产业链公司有望受益。

标签: 产业链 移动 进行 无线 网主 设备 集采 5G 需求


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