【大陸】5G系統頻率使用許可將於年內發放
Date: 2018-11-01
News Type:
5G投資週期將開啟。近日從工業和信息化部獲悉，大陸工信部年內將發放5G系統頻率使用許可，還將製定物聯網、車聯網的頻率使用規劃。
大陸選擇在這個時間段發布5G頻譜與牌照，是與全球5G部署節奏同步的。目前，多個國家都在或將進行5G頻譜拍賣，有的甚至已經拍賣結束。
目前，大陸只對5G頻譜進行了規劃，尚未具體分配給三大運營商。 5G頻譜規劃完成後，下一步還需要對三大運營商進行分配。業內人士認為，頻譜的分配會影響5G發展進程。因為頻譜不確定，會導致運營商和設備廠商研發以及試驗投入巨大、路線不明晰等。
5G頻譜使用方案明確後，運營商的投資積極性將提高，5G投資週期將開啟。多份券商研報顯示，大陸5G將於2019年預商用、2020年正式商用，大規模的資本支出將在2020年以後出現。從5G的技術特點和產業變化考慮，直接利好主設備、光模塊、光纖光纜、天線射頻器件、小基站等板塊。據中信建投統計，大陸運營商5G主體投資規模將達1.23萬億元人民幣，較4G投資規模增長68%。 （新聞來源：中國證券網）
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