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華為及中興等獲中移動集採訂單
潤建股份(002929.SZ)及宜通世紀(300310.SZ)等發布關於《中國移動2023年至2026年網絡綜合代維服務採購項目中標候選人公示》相關情況公告。據《證券日報》報道,近日中國移動分別公布關於網絡優化和綜合代維的中標候選人情況,兩項集採總金額合計高達331億元人民幣(下同),金額接近今年中國移動預計資本支出的五分之一。 在該中國移動網絡優化和綜合代維的集採候選人中,華為和中興通訊佔據網絡優化集採份額的36%;在綜合代維集採中,潤建股份、海格通信(002465.SZ)、宜通世紀、ST中嘉(000889.SZ)等多家上市公司成功預中標。其中,潤建股份中標金額最大,其中標廣東、江西、江蘇、河南、湖南及貴州等共計19個省份,中標規模合計33.39億元。
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