摩比發展(00947.HK)5G美化及室分產品持續中標，份額居前列
格隆匯6月2日丨摩比發展(00947.HK)發佈公告，隨着中國萬億規模新基建的啟動，5G建設作為新基建的重要領域，帶來了一系列新的機遇，集團緊跟市場節奏，不斷推陳出新，一方面優化產品結構，另一方面提高技術水平。集團持續穩定接到運營商客户5G產品訂單。近期，在運營商5G美化及室分產品項目招標中，集團子公司摩比天線技術(深圳)有限公司中標數個千萬級規模的5G產品標的，中標份額穩居前列，中標金額累計超過1億元人民幣。其中，在中國移動及中國鐵塔多個省級5G美化項目的單項中標金額均超過1,400萬元人民幣；亦獲得中國移動、中國電信及中國鐵塔多個地市級美化項目大份額標的，大部分標的中標份額達100%；同時，在近期中國鐵塔5G室分天線的集中採購招標中，亦獲得30%的份額，中標份額居第二，中標金額超過3,000萬元人民幣。
目前多個5G美化及室分產品中標項目使得公司訂單飽滿，產能需求激增，公司不斷提高產線利用率，合理的協調組織人員，保證客户訂單能夠高品質如期交付。除以上中標訂單外，公司目前還有多個大規模5G產品項目正在積極參與中，預期公司將獲得更多新訂單。
2020年政府工作報告中提到“加強新型基礎設施建設，發展新一代信息網絡，拓展5G應用，建設充電樁，推廣新能源汽車，激發新消費需求，助力產業升級”，作為經濟新動能，5G“新基建”正在邁入起航階段。2020年新基建的政策紅利，將進一步促進5G建設的發展。面對5G新機遇，集團一方面堅持穩紮穩打，不斷開拓市場，另一方面，加強產品創新，提高產品品質，相信憑藉多年在通信領域的拓展，集團在5G時期會有更為出色的表現。
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