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花旗:基站招標價格繼續走低 利好電信運營商
格隆匯 04-28 13:01

花旗發表研究報告指,中國電信(0728.HK)和中國聯通(0762.HK)今年5G無線主設備聯合集中採購結果顯示,此次約25萬個5G基站的招標價格繼續走低,利好電信運營商,但是未來像中興通訊(0763.HK)這樣的設備供應商將面臨更大的盈利壓力。

花旗表示,今次採購中,每個基站的平均中標價是14.6萬元人民幣,較中國移動(0941.HK)約一個月前18萬元人民幣的水平下降了約19%。採購結果沒有披露各家佔有率,但業內報道稱以基站數量看,華為贏得了超過50%的佔有率,中興超過30%,易利信也有兩位數的佔有率。

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