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5G于2020年商用 物联网风口将起

2017-08-30 10:26:30   中国经济网

日前, 国务院发布了《关于进一步扩大和升级信息消费持续释放内需潜力的指导意见》,指导意见指出进一步拓展光纤宽带和第四代移动通信(4G)网络覆盖的深度和广度, 再次强调要力争2020年启动5G商用,加快第五代移动通信(5G)标准研究、技术试验和产业推进,明确指出要加快推进物联网基础设施部署(NB-IoT/eMTC),并把此项工作列为“重点任务”,由工信部、发改委具体负责。

华泰证券分析师周明分析,物联网风口将起,数据入口成为各方争夺焦点。规模商用后首先受益的是表类终端厂商,建议关注金卡智能、三川智慧、先锋电子、新天科技。此外受益的是模组厂商,建议关注高新兴、广和通、移为通信;后期受益标的建议关注连接管理平台和应用使能平台类公司,如宜通世纪。

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