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                                                                                                                                                                          海岛赌场:5G概念再度走强关注三大投资主线 6股雄起

                                                                                                                                                                          第1页:5G概念再度走强关注三大投资主线第2页:中兴通讯一季报符合预告,4G重耕叠加5G新建看好全年基本面恢复第3页:烽火通信:业绩向好,研发加码,业内领先优势继续保持第4页:光迅科技:业务稳定发展,战略竞争力持续积累第5页:中际旭创点评报告:2018F预报基本符合预期,相对低估的5G核心标的第6页:麦捷科技:SAW滤波器国产化的受益者第7页:超华科技:差异化竞争,发力高精度铜箔和覆铜板

                                                                                                                                                                          (原标题:5G概念再度走强关注三大投资主线)

                                                                                                                                                                          5G概念再度走强关注三大投资主线

                                                                                                                                                                          消息面上,四月份国内5G招标回暖,单月累计招标62例。而三月份及之前累计招标数不过为102例。各大运营商大力进行5G相关服务的营销宣传,该类招累计占比显著提升,为即将到来的5G时代进行了市场预热。

                                                                                                                                                                          紧随中国电信与中国移动之后,中国联通4月25日发布5G 规模组网招标。在4月份,全国新增七个省市在5G招标上突破了0,开始了进行相关部署。西藏,青海等西部省份纷纷推进5G发展规划。上海,浙江等东部省市已经明确制定5G营运时间表与目标。

                                                                                                                                                                          东方证券表示,维持此前看好今年5G产业链景气度向上的判断。5G投资主线:综合考虑受益时序和业绩弹性,主设备商受益最大,天线,基站配套和光模块也将显著受益。

                                                                                                                                                                          (1)主设备子板块:受益程度最大,确定性最强,行业竞争格局好。建议关注中兴通讯、烽火通信;

                                                                                                                                                                          (2)天线子版块:技术革新拉动需求增长的确定性强,并且参与者体量小,弹性高。行业整体处于景气低谷,即将迎来周期拐点向上,有望开启超预期增长。建议关注具备天馈一体化能力且与设备商深度合作,具有研发能力的通宇通讯;

                                                                                                                                                                          (3)光模块子版块:受益5G接入网重构带来光模块需求增长,同时板块受益数通市场高端产品升级换代,景气延续性好。建议关注具有良好客户基础且具备芯片自主研发能力和成本控制能力的厂商,光迅科技;同时建议关注升级换代,具有产品代际优势的中际旭创。