异动解读 | 中兴通讯盘中大涨5.16%,低空产业生态平台启动引发市场关注

异动解读
05 Jun

今日盘中,中兴通讯(00763.HK)股价大涨5.16%,截至发稿时报23.000港元/股。市场分析认为,此次股价上涨主要受公司最新业务发展及市场前景等利好因素推动。

据市场消息报道,中兴通讯近日联合深圳市低空经济产业协会举办低空经济产业发展论坛,并启动"中兴通讯低空产业生态平台"。该平台致力于打造行业智库和项目联合体,通过整合产业链上中下游资源,构建"技术共创、场景共探、市场共赢"的协同生态体系。平台将依托中兴通讯开放实验室环境(含5G、5G-A、6G开放实验室)、5G-A低空示范网络(覆盖全国100+示范区)以及其他产业伙伴的业务环境等生态资源,分阶段推进低空典型业务的联合验证、低空经济示范区建设、低空规模化市场项目拓展等,首期成员共32家。

此外,高盛近期发布的研究报告也对中兴通讯的业绩前景持积极态度。报告预计中兴通讯第二季度收入将按年增长12%至356亿元人民币,受惠于企业和消费客户对AI基础设施、AI设备及AI软件不断上升的需求。高盛认为,企业及消费电子业务将继续成为中兴通讯的主要增长动力,预期次季毛利率将进一步提升至37.8%,对比首季的34.3%。这些积极因素共同推动了投资者对中兴通讯未来发展的信心,进而带动股价上涨。

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