Summary
[Essence Securities Ma Tianyi: It is expected that the number of new base stations this year will exceed expectations]Essence Securities Ma Tianyi was a guest in a micro-interview with e company, saying that in the first five months of 2021, my country’s 5G base stations only built 120,000 new base stations, which only completed the whole year. 20% of the target of 600,000 stations. However, recently operators’ base station bidding has started one after another. China Mobile and China Radio and Television’s 700MHz base station jointly bid for 480,000 stations. China Mobile is expected to purchase 120,000 2.6GHz base stations in the future. China Telecom and China Unicom jointly tendered 240,000 stations for 2.1GHz base stations, which exceeded market expectations. Taking into account the subsequent 3.5GHz base stations, it is expected that the number of newly built base stations this year will exceed the expected 320,000 stations. (Securities Times)
Essence Securities Ma Tianhao said in a micro interview with e company that in the first five months of 2021, my country’s 5G base stations will only build 120,000 new stations, which is only 20% of the annual target of 600,000 stations. However, recently operators’ base station bidding has been launched one after another.China MobileJointly tendered 480,000 stations with China Radio and Television 700MHz base station,China MobileIt is expected that 120,000 2.6GHz base stations will be purchased in the future.China TelecomandChina UnicomThe 2.1GHz base station joint bidding for 240,000 stations exceeded market expectations. Taking into account the subsequent 3.5GHz base stations, it is expected that the number of newly built base stations this year will exceed the expected 320,000 stations.
(Source: Securities Times)
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