China Unicom 5g base station bidding or exceeding the expected investment demand will increase
China Telecom and China Unicom recently announced the centralized purchase of 2.1GHz 5g base stations, planning to purchase a total of 242000 stations. The maximum bidding price for this centralized purchase is 20.532 billion yuan. Xinda Securities believes that, driven by the centralized acquisition of base stations by operators, the prosperity of subdivided industries such as optical modules, base station antenna and radio frequency will be improved. Guotai Junan Securities believes that with the opening of a new phase of 5g base station bidding for China Telecom and China Unicom, the investment in the whole 5g infrastructure sector and the performance of industry chain companies will show a trend of low in the front and high in the back this year.
This text is a result of machine translation.
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