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“新基建”重回軌道 投放持續增加

受新冠疫情影響,經過多次延宕,十三屆全國人大三次會議終落實於5月22日在北京召開,先前中國發改委更表明將研究出台推動新型基礎設施發展的指導文件,並首次明確定出“新基建”範圍,主要包括5G,區塊鏈,智能計算中心等信息基礎設施、智慧能源基礎設施或融合基礎設施、重大科技基礎設施等創新基礎設施等的三大基礎設施方向。預示新政策快將出台落地,下半年中央“新基建”相關資本支出將持續發力。

上海市政府在上週更率先出台了《上海市推進新型基礎設施建設行動方案(2020-2022)》,定出一個三年計劃及35條舉措,預計總投資額約2,700億元人民幣,圍繞“新網絡”、“新設施”、“新平台”、“新終端”四大重點領域,向數字産業化、産業數字化、跨界融合化、品牌高端化進發。

我們相信中央政府會加快建設5G相關新基建項目,逐步進入積極的規模建設,值得注視設備相關股份,其中無線設備及基站設備相關板塊預期將迅速受惠。個股上,我們推薦關注中國鐵塔(788.HK)、中興通訊(763.HK)、京信通信(2342.HK)、山東精密(002384.SZ)。

撰稿: 鄺嘉輝研究分析員
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+852 2277 6515

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johnkwong@phillip.com.hk
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